Market Overview - The Shanghai Composite Index rose by 1.65% on September 11, with 31 out of 41 sectors experiencing gains, led by the communication and electronics sectors, which increased by 7.39% and 5.96% respectively [1] Fund Flow Analysis - The net inflow of capital in the two markets reached 34.518 billion yuan, with 11 sectors seeing net inflows. The electronics sector topped the list with a net inflow of 21.723 billion yuan, followed by the computer sector with a net inflow of 8.479 billion yuan [1] - Conversely, 20 sectors experienced net outflows, with the pharmaceutical and biological sector leading the outflows at 3.975 billion yuan, followed by the media sector with 2.738 billion yuan [1] Electronics Sector Performance - The electronics sector saw a significant increase of 5.96%, with 443 out of 467 stocks rising, including 28 stocks hitting the daily limit up. Only 23 stocks declined, with 1 stock hitting the daily limit down [2] - Among the stocks in the electronics sector, 280 experienced net inflows, with 41 stocks receiving over 100 million yuan in net inflows. The top stock for net inflow was Luxshare Precision, with 2.788 billion yuan, followed by Haiguang Information and Shenghong Technology with 2.467 billion yuan and 1.361 billion yuan respectively [2] Electronics Sector Capital Outflow - The top stocks with net outflows in the electronics sector included Lens Technology, Tianyue Advanced, and Transsion Holdings, with net outflows of 508 million yuan, 147 million yuan, and 147 million yuan respectively [3]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：有传闻说北美大客户折叠屏可能会采用CPI+UTG的方 案属实吗？ 蓝思科技（300433.SZ）9月11日在投资者互动平台表示，以上传闻不属实。 UTG已成为折叠屏新的主 流趋势，在折痕、硬度、透光率、触感等性能指标均比CPI更优。公司作为UTG的全球核心供应商，凭 借深厚的技术积累、完善的专利布局和成熟的量产能力，深度配合大客户开发相关产品，已进行新一代 折叠屏UTG的产能建设，为大客户的高端折叠机量产提供有力支持。 根据保密协议，公司不便披露具 体信息。 ...

人民财讯9月11日电，针对"有传闻说北美大客户折叠屏可能会采用CPI+UTG的方案是否属实"等问题， 蓝思科技（300433）在互动平台回复，以上传闻不属实。UTG已成为折叠屏新的主流趋势，在折痕、 硬度、透光率、触感等性能指标均比CPI更优。公司作为UTG的全球核心供应商，深度配合大客户开发 相关产品，已进行新一代折叠屏UTG的产能建设，为大客户的高端折叠机量产提供有力支持。 ...

Core Viewpoint - The company has confirmed that it is adequately prepared for the production of a new ultra-thin model for a major client, countering rumors of limited capacity [1] Group 1: Production and Capacity - The company has been working overtime since the second half of the year to arrange production for the new product [1] - Current orders indicate that production capacity is very sufficient, and the market outlook for the ultra-thin model is optimistic [1] Group 2: Product Innovation - The company is enhancing product value significantly by introducing new technologies and processes to create high-end innovative products [1] - These innovations are becoming a crucial growth point for the company's performance [1]

针对投资者关于" 大客户即将发布的全新超薄机型备货情况怎么样？有消息说产能很少，能否澄清一 下。 "的提问，蓝思科技9月10日在互动平台回应称，从下半年起，公司已为大客户新品加班加点安排 生产。从在手订单看，产能非常充足，市场非常看好超薄机型，因此上述传闻不属实。同时，通过导入 新技术、新工艺打造高端创新型产品，产品价值量大幅提升，成为公司业绩的重要增长点。基于保密协 议，具体细节不便透露。 ...

人民财讯9月10日电，针对"大客户即将发布的全新超薄机型备货情况怎么样？有消息说产能很少"的问 题，蓝思科技(300433)在互动平台上回复，从下半年起，公司已为大客户新品加班加点安排生产。从在 手订单看，产能非常充足，市场非常看好超薄机型，因此上述传闻不属实。同时，通过导入新技术、新 工艺打造高端创新型产品，产品价值量大幅提升，成为公司业绩的重要增长点。 转自：证券时报 ...

人民财讯9月9日电，蓝思科技9月9日晚间公告，公司当日实施了股份回购操作，共买入100.38万股，近 期公司已累计回购股份148.7万股。此次回购是公司披露的5亿元—10亿元回购计划的一部分，后续还将 根据市场波动继续推进回购，维护股价基本稳定和中小投资者利益，传递对公司长期发展的信心。 转自：证券时报 ...

蓝思科技（300433）(06613)发布公告，于2025年9月9日，该公司斥资3006.44万元回购100.38万股A股。 ...

Group 1 - The company, Lens Technology (06613), announced a share buyback plan [1] - The company will spend 30.0644 million yuan to repurchase 1.0038 million A-shares [1] - The buyback is scheduled to take place on September 9, 2025 [1]

格隆汇9月9日丨蓝思科技(06613.HK)发布公告，2025年9月9日耗资3006万元人民币回购100万股A股， 回购价格每股29.86-30.15元。 ...