数据宝统计，截至11:03，蓝思科技成交额80.84亿元，创上市以来新高。最新股价上涨15.19%，换手率 4.42%。上一交易日该股全天成交额为66.79亿元。（数据宝） （文章来源：证券时报网） ...

华宝科技先锋混合（006227）基金经理为王正、姜松尚。 截至发稿，王正累计任职时间6年10天，现任基金资产总规模27.31亿元，任职期间最佳基金回报 36.96%， 任职期间最差基金回报-25.01%。 1月9日，蓝思科技涨5.4%，截至发稿，报35.73元/股，成交23.97亿元，换手率1.39%，总市值1888.09亿 元。 资料显示，蓝思科技股份有限公司位于湖南省浏阳生物医药园,香港九龙观塘海滨道133号万兆丰中心7 楼A室，成立日期2006年12月21日，上市日期2015年3月18日，公司主营业务涉及蓝思科技股份有限公 司是一家主要从事电子产品防护面板的研发、生产及销售业务的中国公司。该公司的主要产品为手机视 窗防护屏。该公司的其他产品包括平板电脑防护屏以及其他产品防护屏。该公司的产品应用于智能手 机、平板电脑、笔记本电脑、智能穿戴设备、数码相机及其他等。主营业务收入构成为：智能手机与电 脑类82.48%，智能汽车及座舱类9.60%，智能头显与智能穿戴类5.00%，其他业务收入1.82%，其他智能 终端类1.10%。 从基金十大重仓股角度 数据显示，华宝基金旗下1只基金重仓蓝思科技。华宝科技先锋混合 ...

Group 1 - The core viewpoint of the news is that Hong Kong's robotics concept stocks are experiencing a significant rise, indicating positive market sentiment towards this sector [1] Group 2 - Lens Technology (蓝思科技) has seen its stock price increase by over 10% [1] - Jinli Permanent Magnet (金力永磁) has experienced a stock price rise of over 5% [1] - Sanhua Intelligent Control (三花智控) has also seen its stock price increase by over 4% [1] - Fourth Paradigm (第四范式) and Lijin Technology (力劲科技) are following the upward trend [1]

Core Viewpoint - Lens Technology (06613) experienced a 9.24% increase in stock price, reaching HKD 28.86, with a trading volume of HKD 323 million [6]. Group 1: Financing and Investment - Qiang Brain Technology, one of the "Six Little Dragons" of Hangzhou, has completed approximately RMB 2 billion (around HKD 2.6 billion) in financing, marking the second-largest financing record globally in the brain-computer interface sector, following Neuralink [6]. - The funds raised by Qiang Brain Technology will be used to accelerate the research and development of core technologies in brain-computer interfaces, achieve breakthroughs in extreme engineering, and scale up product production [6]. Group 2: Strategic Partnerships - Lens Technology is a strategic investor in Qiang Brain Technology and is exclusively responsible for the mass production of Qiang Brain's core hardware modules [6]. - In November 2025, Lens Technology plans to donate a large number of intelligent bionic limbs to the Hunan Provincial Disabled Persons' Federation, with all core modules sourced from Lens Technology's production line [6]. - The company has over 10 years of deep cooperation with major North American clients and serves as a primary core supplier [6].

Core Viewpoint - Lens Technology (300433) (06613) has seen its stock price increase by over 5%, currently trading at 28.08 HKD with a transaction volume of 1.58 billion HKD, following news of a significant financing round by Qiangnao Technology in the brain-computer interface sector [1] Group 1: Financing and Investment - Qiangnao Technology, part of the "Six Little Dragons of Hangzhou," has completed approximately 2 billion RMB in financing, marking the second-largest funding round globally in the brain-computer interface field, after Neuralink [1] - The funds raised by Qiangnao Technology will be used to accelerate core technology research and development, engineering breakthroughs, product scaling, and mass production [1] Group 2: Strategic Partnerships - Lens Technology has stated on its investor interaction platform that it is a strategic investor in Qiangnao Technology and is the exclusive manufacturer for Qiangnao's core hardware modules [1] - In November 2025, Lens Technology and Qiangnao Technology plan to donate a large number of intelligent bionic limbs to the Hunan Provincial Disabled Persons' Federation, with all core modules sourced from Lens Technology's production line [1] - The company has over 10 years of deep cooperation with major North American clients and is a primary core supplier for them, leveraging its mass production experience and precision manufacturing capabilities to actively seek further collaborations [1]

Core Viewpoint - Lens Technology (06613) has seen a stock increase of over 5%, currently up 6.28% at HKD 28.08, with a trading volume of HKD 158 million [1] Group 1: Financing and Investment - Qiangnao Technology, one of the "Six Little Dragons" in Hangzhou, has completed approximately RMB 2 billion in financing, marking the second-largest financing record globally in the brain-computer interface sector, following Neuralink [1] - The funds raised by Qiangnao Technology will be used to accelerate core technology research and development, extreme engineering breakthroughs, product scaling, and mass production [1] Group 2: Strategic Partnerships - Lens Technology has stated on its investor interaction platform that it is a strategic investor in Qiangnao Technology and is the exclusive provider for the mass production of Qiangnao's core hardware modules [1] - In November 2025, Lens Technology and Qiangnao Technology plan to donate a large number of intelligent bionic limbs to the Hunan Provincial Disabled Persons' Federation, with all core modules sourced from Lens Technology's production line [1] - The company has over 10 years of deep cooperation with major North American clients and is a primary core supplier for them, leveraging mass production experience and strong precision manufacturing capabilities to actively seek further collaborations [1]

Group 1 - Dongguan's tech enterprises showcased their innovative capabilities at CES 2026, reinforcing the city's position as a leader in technological innovation [1][2] - XbotPark, located in Dongguan, featured multiple companies in the Eureka Park section, highlighting the breadth and depth of Chinese manufacturing [4] - Ludens AI presented two companion robots, Cocomo and Inu, which focus on emotional interaction and user engagement, attracting significant media attention [7][12] Group 2 -墨现科技 introduced a flexible pressure sensor solution aimed at various industries, demonstrating strong technological advancements and securing nearly 100 million in funding over the past year [14][15] - Cloud Whale Smart released the Flow 2 robot vacuum and other AI-driven cleaning products, while Kuka Technology showcased the upgraded LUBA 3 AWD lawnmower, emphasizing Dongguan's leadership in outdoor smart devices [15][18] - Dongguan's shared factory model has connected over 120 suppliers and facilitated the development of products for global tech startups, enhancing the region's supply chain capabilities [18][20] Group 3 - Leading manufacturing company Lingyi Intelligent debuted at CES, showcasing a comprehensive robotics technology matrix, aiming to become a top player in the global intelligent hardware market [20][22] - Multiple Dongguan enterprises presented diverse technological innovations across various sectors, including AI, metaverse, and gaming peripherals, contributing to a new narrative for Chinese hard tech [22]

Group 1 - The mobile industry chain is experiencing a significant decline, with major companies like Highgreat Electronics, BYD Electronics, Lens Technology, and Q Tech all reporting stock price drops ranging from 1.95% to 3.8% [1] - The global DRAM market is undergoing a substantial price increase, described as the "strongest" in history, with prices rising rapidly since July 2025, and most categories seeing increases of over 100% [1] - DDR4 and DDR5 memory prices have surged by 2-3 times within the year, and the price increase trend is expected to accelerate into 2026 [1] Group 2 - Citic Securities indicates that manufacturers are raising prices or reducing product configurations, reflecting the significant cost pressure from rising memory prices being passed on to end consumers, which may lead to a temporary decline in consumer electronics sales [2] - Despite the impact of rising storage prices on the consumer electronics sector, there is an expectation of low fundamental performance in 2026, but the acceleration of AI innovation trends in 2026-2027 is anticipated, with major companies like Apple, Google, and OAI focusing on AI terminal entry to create a closed loop of computing power, terminals, and applications [2]

Group 1 - The introduction of micro-channel cold plates by Nvidia's Rubin platform (VR200) signifies a shift from traditional cooling components to precision micro-nano devices, aligning with the competitive advantages of Lens Technology (300433.SZ)(06613.HK) and Yuan Shi (Pinda) [1] - Traditional cold plates rely on skiving processes, which have reached their physical limits, while micro-channel technology requires the creation of micron-level high-density flow channels on copper plates, an area where Lens Technology excels [1] - Lens Technology's expertise in photolithography, chemical etching, and laser micro-machining in the glass/ceramic sector can be directly applied to metal micro-channel manufacturing, offering superior precision compared to traditional CNC methods [1] Group 2 - Yuan Shi Technology, as an exclusive OEM for Pinda's liquid cooling, holds the rare Nvidia RVL certification and micro-channel thermal design IP, addressing the entry barrier issue [2] - Lens Technology leverages its automated production capacity to solve the large-scale delivery challenge, enabling it to take on millions of micro-channel cold plate orders for the Rubin platform [2] - The transformation in cooling technology represents a replacement of traditional hardware with precision manufacturing, allowing Lens Technology to capitalize on this technological upgrade through its partnership with Pinda and Yuan Shi [2]

◎记者 夏子航 在美国当地时间1月6日至9日召开的2026年国际消费电子展（CES 2026）上，蓝思科技展台的一角吸引 了不少商业航天爱好者与研究员驻足。 一块薄如蝉翼、像卷尺一样被反复卷绕展开的玻璃——这是蓝思科技首次公开展示的航天级UTG（超 薄柔性玻璃）光伏封装解决方案，有助于解开卫星太阳翼材料"柔性与耐久不可兼得"的难题。 随着全球头部卫星公司加速大规模部署新一代卫星，低轨卫星产业正进入"重载荷、长寿命、低成本"的 新发展阶段。在这一背景下，蓝思科技正将其在消费电子领域积累的精密制造能力，平移至太空基建、 商业航天这一新市场。 在CES 2026展上，蓝思科技还透露了面向未来的技术路线图。 随着钙钛矿/晶硅叠层电池被视为下一代卫星电源的主流，UTG将不仅仅是盖板，也是封装基底。蓝思 科技透露，正在研发集成抗静电（ESD）涂层和选择性辐射涂层的新一代复合UTG，它不仅能保护芯片 免受静电放电损害，还能协助调节电池温度。 记者获悉，虽然目前该业务在蓝思科技营收版图中占比较小，但已经处于向全球头部光伏组件厂商 （Tier 2）和顶级商业航天客户（Tier 1）的密集验证期。 在蓝思科技展区，一块厚度仅30 ...