Lens(300433)

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研报掘金丨国盛证券:维持蓝思科技“买入”评级,产业链垂直整合持续深化
Ge Long Hui A P P· 2025-08-26 07:27
国盛证券研报指出,蓝思科技上半年营收及盈利能力均大幅提升,消费电子和智能汽车业务稳健增长。 公司业绩持续稳步向上,主因消费电子及智能汽车业务等主营业务实现高质量发展,盈利能力进一步提 升。从25Q2单季度来看,实现归母净利润7.1亿元,同比增长29.3%,环比增长66.4%。公司作为智能终 端全产业链一站式精密制造解决方案提供商,一方面具备以结构件及功能模组核心技术为支撑的产业化 能力体系,另一方面具备全产业链垂直整合能力,未来将深度受益AI技术发展,各条业务线预计全面增 长。维持公司"买入"评级。 ...
上半年净利润同比增长35.53% 蓝思科技全面拥抱AI时代
Zheng Quan Ri Bao Wang· 2025-08-26 07:16
Core Viewpoint - The company, Lens Technology, is accelerating its transformation into a global AI hardware innovation platform, showing robust growth in its overall performance during the first half of 2025, with a revenue of 32.96 billion yuan and a net profit of 1.194 billion yuan, marking year-on-year increases of 14.18% and 35.53% respectively [1] Group 1: Smartphone Business - The smartphone and computer business segment maintained its industry-leading position, achieving a revenue of 27.185 billion yuan, a year-on-year growth of 13.19% [2] - The company has successfully developed and prepared for mass production of several flagship smartphones, enhancing market share and profitability [2] - As a global core supplier of ultra-thin flexible glass, the company has innovatively introduced a multi-layer structure design for foldable screens, leading the next generation of foldable screen development [2] - The company is well-positioned for mass production of new foldable screen models, with capacity planning and production line construction underway [2] Group 2: Smart Automotive Industry - In the smart automotive sector, the company accelerated its layout in vehicle displays, smart cockpits, and intelligent driving ecosystems, achieving a revenue of 3.165 billion yuan, a year-on-year increase of 16.45% [3] - The company’s ultra-thin laminated car window glass has become a key innovation in smart vehicle cockpits, with successful integration into the production systems of leading domestic car manufacturers [3] - The company has established partnerships with over 30 leading automotive enterprises, expanding its automotive business boundaries and promoting the evolution of smart cockpits into multi-dimensional scenarios [3] Group 3: New Smart Terminal Industry - The company is actively laying out the new smart terminal sector, covering AR glasses, smartwatches, and embodied intelligence, aiming to create an integrated ecosystem of "AI + terminal + scenario" [4] - In the smart head-mounted display and wearable sector, the company achieved a revenue of 1.647 billion yuan, a year-on-year growth of 14.74%, successfully delivering large-scale production of AR glasses to leading domestic clients [4] - The company is also involved in the humanoid robot industry chain, focusing on the development and mass production of core components such as joint modules and exoskeleton devices [4] - The company has made significant progress in emerging smart terminal fields like smart retail and smart home, enriching its high-value product portfolio and enhancing scenario penetration [4]
蓝思科技上半年营收净利双增:消费电子夯实基本盘,具身智能与AI眼镜拓宽增长新路径
Sou Hu Cai Jing· 2025-08-26 07:01
Core Viewpoint - The company, Lens Technology, reported strong financial performance for the first half of 2025, with revenue of 32.96 billion yuan, a year-on-year increase of 14.18%, and a net profit of 1.194 billion yuan, up 35.53% [1] Financial Performance - The company plans to distribute a cash dividend of 1.00 yuan per share to all shareholders, totaling 526 million yuan [1] - Lens Technology's stock price increased by 31.1% since its listing on the Hong Kong Stock Exchange on July 9, 2023, with a closing price of 24.64 HKD per share as of August 25, 2023 [1] Business Segments - The core business of smartphones and computers generated revenue of 27.185 billion yuan, a year-on-year increase of 13.19% [6] - The smart automotive and cockpit segment became the second-largest revenue source, achieving 3.165 billion yuan in revenue, up 16.45% [6] - The smart wearables and headsets segment reported revenue of 1.647 billion yuan, a growth of 14.74% [7] - The "other smart terminals" segment saw remarkable growth, with revenue reaching 364 million yuan, an increase of over 128% [7] Innovation and R&D - The company emphasizes technological innovation, with R&D investment reaching 1.644 billion yuan, a year-on-year increase of 29.15% [8] - Lens Technology holds 2,266 patents across various key areas, establishing a strong technological barrier [8] Strategic Partnerships - The company has formed a joint venture with Zhiyuan Robotics to focus on humanoid robot assembly and functional module development [9] - Lens Technology has established strategic partnerships with major global clients, including Apple, Huawei, Meta, Tesla, CATL, and BYD [7]
研报掘金丨华西证券:予蓝思科技“买入”评级 多元业务布局助力业绩增长
Ge Long Hui· 2025-08-26 06:09
Core Insights - The report from Huaxi Securities indicates that Lens Technology's net profit attributable to shareholders for the first half of 2025 reached 1.143 billion yuan, representing a year-on-year increase of 32.68% [1] - The company's net profit excluding non-recurring items was 940 million yuan, showing a year-on-year growth of 41.85% [1] Business Performance - In terms of business segments, revenue from smartphones and computers amounted to 27.185 billion yuan, reflecting a year-on-year increase of 13.19% [1]
8月26日早间重要公告一览
Xi Niu Cai Jing· 2025-08-26 05:01
Group 1: Company Performance - Jia Ying Pharmaceutical reported a net profit of 20.08 million yuan for the first half of 2025, a year-on-year increase of 254.33% [1] - Aote Xun recorded a net loss of 28.97 million yuan for the first half of 2025, compared to a loss of 17.45 million yuan in the same period last year [1] - China Ruilin achieved a net profit of 74.75 million yuan, reflecting a year-on-year growth of 26.77% [1] - Shanxi Coking experienced a net loss of 77.61 million yuan, reversing from a profit of 184 million yuan in the previous year [3] - Dazhu Laser reported a net profit of 488 million yuan, a decline of 60.15% year-on-year [5] - Jin Zi Tian Zheng achieved a net profit of 21.66 million yuan, a year-on-year increase of 17.59% [7] - Bao Tai Long turned a profit with a net profit of 98.88 million yuan, compared to a loss of 192 million yuan in the previous year [9] - Qujiang Cultural Tourism reported a net loss of 13.88 million yuan, compared to a loss of 187 million yuan in the same period last year [9] - New Yisheng reported a net profit of 3.94 billion yuan, a year-on-year increase of 355.68% [11] - Blue Si Technology achieved a net profit of 1.14 billion yuan, reflecting a year-on-year growth of 32.68% [12] - Huichuan Technology reported a net profit of 2.97 billion yuan, a year-on-year increase of 40.15% [13] - Ju Yi Technology achieved a net profit of 39.79 million yuan, a year-on-year increase of 69.48% [15] - Ke Ma Technology reported a net profit of 172 million yuan, a year-on-year increase of 23.52% [22] Group 2: Company Announcements - ST Quan Wei's subsidiary signed a contract for a photovoltaic project worth approximately 1.125 billion yuan [10] - ST Ya Lian announced that its stock will be delisted from risk warnings starting August 27, 2025 [16] - Yang Fan New Materials announced that its controlling shareholder is under investigation [18] - Sairun Bio's rabies serum product has started sales in several provinces [20] - Hengsheng Electronics announced that a director plans to reduce holdings by up to 8 million shares [21] - Beijing Junzheng plans to issue H-shares and list on the Hong Kong Stock Exchange [21] - Guo An Da intends to invest 104 million yuan to gain control of Ke Wei Tai [22] - Ke Ma Technology plans to issue convertible bonds to raise up to 750 million yuan [23]
港股异动 蓝思科技(06613)绩后涨超3% 中期归母净利同比增加约32.68% 个人电脑业务产销与盈利同步提升
Jin Rong Jie· 2025-08-26 03:45
Core Viewpoint - Lens Technology (06613) reported a significant increase in its mid-year performance for 2025, leading to a stock price rise of over 3% following the announcement [1]. Financial Performance - Total revenue reached approximately RMB 32.96 billion, marking a year-on-year increase of about 14.18% [1]. - Gross profit was approximately RMB 4.305 billion, reflecting a year-on-year increase of about 17.82% [1]. - Net profit attributable to shareholders was approximately RMB 1.143 billion, showing a year-on-year increase of about 32.68% [1]. - Earnings per share stood at RMB 0.23, with a cash dividend of RMB 1.00 per 10 shares (tax included) [1]. Business Segments - The smartphone and computer segment generated revenue of RMB 27.185 billion, a year-on-year growth of 13.19% [1]. - The smart automotive and cockpit segment achieved revenue of RMB 3.165 billion, with a year-on-year increase of 16.45% [1]. - The smart headsets and wearable segment reported revenue of approximately RMB 1.6466 billion, reflecting a year-on-year growth of 14.74% [1]. Market Position - The company continues to strengthen its leading position in the market for glass, ceramics, sapphire, and metal components, completing the R&D and mass production preparations for several flagship smartphones [1]. - The company has successfully collaborated with major clients to mass-produce new high-end models, resulting in rapid growth in market share and profitability compared to the previous year [1]. - The personal computer business benefited from a recovery in market demand, with simultaneous increases in production, sales, and profitability during the first half of the year [1].
蓝思科技涨2.03%,成交额15.94亿元,主力资金净流出4471.10万元
Xin Lang Zheng Quan· 2025-08-26 03:31
Company Overview - Lens Technology Co., Ltd. is primarily engaged in the research, production, and sales of protective panels for electronic products, with its main products being smartphone protective screens [2][3] - The company was established on December 21, 2006, and went public on March 18, 2015 [2] Financial Performance - For the first half of 2025, Lens Technology achieved a revenue of 32.96 billion yuan, representing a year-on-year growth of 14.18% [3] - The net profit attributable to shareholders for the same period was 1.143 billion yuan, showing a year-on-year increase of 32.68% [3] - Cumulatively, the company has distributed 9.465 billion yuan in dividends since its A-share listing, with 4.452 billion yuan distributed over the past three years [4] Stock Performance - As of August 26, 2023, the stock price of Lens Technology increased by 38.08% year-to-date, with a 15.89% rise over the last five trading days [2] - The stock's trading volume on August 26 was 1.594 billion yuan, with a turnover rate of 1.10% [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 15.38% to 147,800, while the average circulating shares per person decreased by 13.32% to 33,595 shares [3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some holdings increasing and others decreasing compared to the previous period [4] Market Position - Lens Technology operates within the electronic industry, specifically in the consumer electronics sector, focusing on components and assembly [3] - The company's products are utilized in smartphones, tablets, laptops, smart wearable devices, and digital cameras, with the majority of revenue coming from smartphones and computers, accounting for 82.63% of total revenue [2][3]
蓝思科技绩后涨超3% 中期归母净利同比增加约32.68% 个人电脑业务产销与盈利同步提升
Zhi Tong Cai Jing· 2025-08-26 02:45
Core Insights - Lens Technology (300433)(06613) shares rose over 3% post-earnings announcement, currently up 2.68% at HKD 25.3 with a trading volume of HKD 105 million [1] Financial Performance - For the first half of 2025, the company reported total revenue of approximately RMB 32.96 billion, a year-on-year increase of about 14.18% [1] - Gross profit was approximately RMB 4.305 billion, reflecting a year-on-year increase of about 17.82% [1] - Net profit attributable to shareholders was approximately RMB 1.143 billion, marking a year-on-year increase of about 32.68% [1] - Earnings per share stood at RMB 0.23, with a cash dividend of RMB 1.00 per 10 shares (tax included) [1] Business Segments - Revenue from the smartphone and computer segments reached RMB 27.185 billion, a year-on-year growth of 13.19% [1] - The company maintained its leading position in the market for glass, ceramics, sapphire, and metal components, successfully preparing for the R&D and mass production of several flagship smartphones [1] - The personal computer business benefited from a market demand recovery, with both production and sales improving in the first half of the year [1] - Revenue from the smart automotive and cockpit segments was RMB 3.165 billion, showing a year-on-year increase of 16.45% [1] - Revenue from smart headsets and wearable devices was approximately RMB 1.6466 billion, reflecting a year-on-year growth of 14.74% [1]
港股异动 | 蓝思科技(06613)绩后涨超3% 中期归母净利同比增加约32.68% 个人电脑业务产销与盈利同步提升
智通财经网· 2025-08-26 02:43
Core Viewpoint - Lens Technology (06613) reported a strong performance for the first half of 2025, with significant increases in revenue and profit, leading to a rise in stock price by over 3% following the earnings announcement [1] Financial Performance - Total revenue reached approximately RMB 32.96 billion, a year-on-year increase of about 14.18% [1] - Gross profit was approximately RMB 4.305 billion, reflecting a year-on-year increase of about 17.82% [1] - Net profit attributable to shareholders was approximately RMB 1.143 billion, marking a year-on-year increase of about 32.68% [1] - Earnings per share stood at RMB 0.23, with a cash dividend of RMB 1.00 per 10 shares (tax included) [1] Business Segments - Revenue from the smartphone and computer segments was RMB 27.185 billion, showing a year-on-year growth of 13.19% [1] - The company maintained its leading position in the market for glass, ceramics, sapphire, and metal components, successfully preparing for the R&D and mass production of several flagship smartphones [1] - The personal computer business benefited from a market demand recovery, with both production and sales increasing in the first half of the year [1] - Revenue from the smart automotive and cockpit segments reached RMB 3.165 billion, a year-on-year increase of 16.45% [1] - Revenue from smart headsets and wearable devices was approximately RMB 1.6466 billion, reflecting a year-on-year increase of 14.74% [1]
蓝思科技(300433):上半年业绩高增长,产业链垂直整合持续深化
GOLDEN SUN SECURITIES· 2025-08-26 02:31
Investment Rating - The investment rating for the company is "Buy" [5] Core Views - The company has achieved significant growth in revenue and profitability, driven by robust performance in consumer electronics and smart automotive sectors, with a revenue of 32.96 billion yuan, a year-on-year increase of 14.2%, and a net profit of 1.14 billion yuan, up 32.7% year-on-year [1] - The company is positioned as a leading provider of precision manufacturing solutions across the entire supply chain for smart terminals, benefiting from advancements in AI technology [4][9] Summary by Sections Consumer Electronics - In the first half of 2025, the company's revenue from smartphones and computers reached 27.18 billion yuan, a year-on-year increase of 13.2%, with a gross margin of 13.2%, slightly down by 0.56 percentage points [2] - The company has enhanced its market share and profitability in the fields of glass, ceramics, sapphire, and metal components, successfully launching several high-end models in collaboration with major clients [2] Smart Automotive - The smart automotive and cockpit business generated revenue of 3.16 billion yuan in the first half of 2025, reflecting a year-on-year growth of 16.5%, with a gross margin of 9.84%, a slight increase of 0.13 percentage points [3] - The company is deepening its product matrix technology and market penetration, with successful mass production of ultra-thin laminated car windows expected to significantly increase the value per vehicle [3] Emerging Fields - The smart wearable and head-mounted display business achieved revenue of 1.65 billion yuan in the first half of 2025, a year-on-year increase of 14.7%, with a gross margin of 23.3%, up 9.7 percentage points [4] - The company is making substantial progress in robotics and smart retail terminals, with revenue growth of 128.2% year-on-year, establishing partnerships with leading intelligent enterprises [4] Financial Forecast and Investment Advice - The company is expected to achieve revenues of 92 billion yuan, 113.1 billion yuan, and 133.9 billion yuan in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 32%, 23%, and 18% [9] - The projected net profit for the same years is 5.24 billion yuan, 6.8 billion yuan, and 8.13 billion yuan, with corresponding growth rates of 45%, 30%, and 20% [9]