证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-045 蓝思科技股份有限公司 回购股份报告书 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重要提示： 1、蓝思科技股份有限公司（以下简称"公司"）拟使用公司自有资金或自筹 资金，以集中竞价交易方式回购公司部分已发行的人民币普通股（A股）股份， 用于实施员工持股计划或股权激励计划。本次回购金额不低于人民币5亿元（含） 且不超过人民币10亿元（含），按回购资金总额上限人民币10亿元和回购股份价 格上限35元/股测算，预计回购股份数量约为28,571,429股，约占目前公司总股本 的0.57%；按回购总金额下限人民币5亿元和回购股份价格上限35元/股测算，预 计回购股份数量约为14,285,714股，约占目前公司总股本的0.29%。（具体回购 金额及回购数量以回购期满时实际使用的资金和回购的股份数量为准）。回购 股份期限为自公司董事会审议通过本次回购股份方案之日起12个月内。 2、本次回购股份相关事项已经公司2025年4月7日召开的第五届董事会第四 次会议审议通过。公司已在中国证券登记结算有限责 ...

统一社会信用代码：91430000796852865Y 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 蓝思科技股份有限公司（以下简称"公司"）于 2025 年 3 月 28 日召开 2025 年第二次临时股东大会，审议通过了《关于变更公司类型的议案》，同意公司根 据《中华人民共和国外商投资法》规定及《国家市场监管总局关于贯彻落实<外 商投资法>做好外商投资企业登记注册工作的通知》（国市监注[2019]247 号）要 求，将企业类型变更为"股份有限公司（港澳台投资、上市）"。 2025 年 5 月 20 日，公司完成相应工商变更登记备案，并取得了湖南省市场 监督管理局换发的营业执照，现将相关信息公告如下： 证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-044 蓝思科技股份有限公司 名称：蓝思科技股份有限公司 注册资本：498306.978100 万人民币 类型：股份有限公司（港澳台投资、上市） 成立日期：2006 年 12 月 21 日 准文件或许可证件为准）一般项目：光学玻璃制造；技术玻璃制品制造；特种陶 瓷 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for overseas listing applications from several companies, focusing on compliance with tax, investment, and regulatory frameworks [1][2][4][5][8][10]. Group 1: Supplementary Material Requirements - For MicroVision Technology, the CSRC requires clarification on tax declaration and payment related to the merger with Future Vision, in accordance with relevant tax regulations [1][4]. - For Longhong New Materials, the CSRC is concerned about the legitimacy of three zero-value equity transfers in 2023 and the significant price difference in a subsequent capital increase in 2024, requiring explanations regarding the authenticity of these transactions and potential shareholding arrangements [2][10][11]. - Glen Holdings must provide details on the compliance of its equity structure and the pricing basis for a recent acquisition, ensuring adherence to foreign investment regulations [5]. - For Haichen Energy Storage, the CSRC requests information on the compliance of overseas investments, technology export activities, and data protection measures related to user information [6]. - Dongpeng Beverage is required to clarify its business scope in relation to foreign investment restrictions and provide details on user data management practices [8]. Group 2: Company-Specific Issues - MicroVision Technology must explain the compliance of its equity control structure and the operational scope of its domestic entities in the AI sector [4]. - Longhong New Materials needs to address the compliance of its equity structure and the legitimacy of its recent ownership changes, particularly regarding the zero-value transfers [2][10][11]. - Glen Holdings is tasked with detailing the compliance of its overseas subsidiaries with foreign investment regulations [5]. - Haichen Energy Storage is required to clarify its technology export activities and compliance with data protection regulations [6]. - Dongpeng Beverage must provide information on its compliance with foreign investment policies and user data management practices [8].

Core Insights - The AI glasses market is rapidly expanding, with significant interest from both domestic and international companies in product development and innovation [1][2] - Major functionalities of AI glasses include object recognition, real-time translation, and various multimedia capabilities, which are continuously being enhanced [2][3] - The industry is witnessing a shift towards lightweight designs and improved optical display technologies, driven by consumer demand for more advanced features [3][4] Industry Developments - Companies like Lingban Technology are launching AI glasses products, with RokidGlasses set to debut in June 2024, while other firms have already begun mass deliveries [2][4] - The global sales of AI glasses are projected to reach 1.52 million units in 2024, with a significant year-on-year growth of 216% in Q1 2025 [2] - Key players in the supply chain, such as Shenzhen Baiwei Storage Technology, are preparing for mass deliveries of high-value storage products starting in Q2 2025, with expected revenue growth of over 500% in 2025 [4][5] Technological Innovations - The innovation in AI glasses is focused on three main areas: enhanced optical display, optimized interaction methods, and improved AI capabilities [3] - Companies are investing in lightweight materials and advanced technologies, such as nano-microcrystalline glass, to improve durability and visual quality of AI glasses [5][6] - Domestic companies are positioned to leverage their technological advantages to meet the demands of leading global clients in the AI glasses market [6]

Group 1: Market Performance - The three major indices showed fluctuations, with the Shanghai Composite Index closing flat, the Shenzhen Component down 0.08%, and the ChiNext Index down 0.33%. Over 3,300 stocks rose in the two markets, with a total trading volume of approximately 1.09 trillion yuan [2] Group 2: Shipping and Port Sector - The port and shipping sector saw significant gains, with Lianyungang (601008.SH), Nanjing Port (002040.SZ), and Ningbo Maritime (600798.SH) rising by 10%. Ningbo Ocean Shipping (601022.SH) also experienced a substantial increase [2] - Huayuan Securities noted that the 90-day US-China tariff window has triggered a surge in shipping demand on US routes, which is expected to boost both volume and price. Additionally, Asian route shipping rates may benefit from spillover effects, positively impacting related companies' performance [2] Group 3: Real Estate Sector - The real estate sector strengthened, with Shahe Co. (000014.SZ) rising by 10%, and Vanke A (000002.SZ), Poly Developments (600048.SH), Tianbao Infrastructure (000965.SZ), and Shibei Hi-Tech (600604.SZ) also seeing increases [2] - The National Bureau of Statistics indicated that the real estate market stabilized in April due to various policies aimed at promoting recovery. Future demand for green, smart, and safe housing is expected to grow, with significant prospects for upgrading old residential areas and improving real estate construction quality [2] Group 4: Mergers and Acquisitions - Mergers and acquisitions concept stocks showed strong movements, with Guangzhi Technology (300489.SZ) and Jinlihua Electric (300069.SZ) rising by 20%, and Zongyi Co. (600770.SH), Binhai Energy (000695.SZ), and Jinhongshun (603922.SH) increasing by 10% [3] - The China Securities Regulatory Commission recently announced amendments to the "Management Measures for Major Asset Restructuring of Listed Companies," encouraging private equity funds to participate in mergers and acquisitions, establishing simplified review procedures, and introducing a phased payment mechanism [3] Group 5: Food Processing Sector - The food processing and manufacturing sector performed well, with Three Squirrels (300783.SZ), Liangpinpuzi (603719.SZ), Jinzhai Food (003000.SZ), and Maiqu'er (002719.SZ) all seeing increases [4] - The Ministry of Commerce and the National Development and Reform Commission jointly released the "Measures for Promoting and Managing the Catering Industry," which will take effect on June 15, 2025. The measures include 25 provisions aimed at promoting the industry, including support for international cooperation, digital development, and local specialty catering cultivation [4]

Group 1 - The core viewpoint of the news is the upcoming delivery of AI smart glasses, Rokid Glasses, which have received over 250,000 pre-orders globally and are set to launch in June [2] - Blue Sky Technology, as a core partner of Lingban Technology, leverages its leading advantages in smart manufacturing and material technology to support the large-scale production and performance breakthroughs of Rokid Glasses [2][3] - The AI glasses feature multiple functions including 4K photography, 1080P video recording, Bluetooth communication, voice assistant, and real-time translation, showcasing strong adaptability to various scenarios [2] Group 2 - Blue Sky Technology covers the entire supply chain from frames, lenses, functional modules to fully automated assembly lines, significantly enhancing production efficiency and overcoming capacity bottlenecks [3] - The self-developed "nano-microcrystalline glass technology" by Blue Sky Technology greatly improves the light transmittance and impact resistance of the lenses while achieving a lightweight design (Rokid Glasses weigh only 49 grams) [3] - The collaboration between Blue Sky Technology and Lingban Technology extends beyond manufacturing, promoting the formation of a hardware, content, and service ecosystem through equity investment and cooperative funds [3] Group 3 - According to Wellsenn XR, global AI glasses sales are projected to reach 2.34 million units in 2024, with an expected increase to 5.5 million units in 2025, representing a year-on-year growth of 135% [3] - Blue Sky Technology aims to provide technical support for the mass production of high-end AI glasses in both domestic and North American markets, driven by "vertical integration and material innovation" [3] - The synergy of AI glasses with smartphones, smart cars, humanoid robots, and smart retail is expected to position Blue Sky Technology at a core position in the wave of AI terminals [3]

Summary of Key Points Core Viewpoint - As of May 16, the total market financing balance decreased to 1.79 trillion yuan, indicating a slight reduction in investor activity in the market [1]. Company and Industry Analysis - The financing balance in the Shanghai market was 907.43 billion yuan, down by 0.92 billion yuan, while the Shenzhen market's balance was 882.06 billion yuan, also down by 0.92 billion yuan. The North Exchange's financing balance decreased to 5.38 billion yuan, down by 0.038 billion yuan [1]. - On May 16, a total of 1,712 stocks received net financing purchases, with 257 stocks having net purchases exceeding 10 million yuan. Notably, 22 stocks had net purchases over 50 million yuan [1]. - The top three stocks by net financing purchases on May 16 were: - China Merchants Bank: 170.42 million yuan - Tonghua Golden Horse: 167.08 million yuan - China Ping An: 136.61 million yuan [2]. - The industries with the highest concentration of stocks receiving net financing purchases over 50 million yuan included automotive, basic chemicals, and food and beverage, each with three stocks listed [1]. - The average ratio of financing balance to circulating market value for stocks with significant net purchases was 4.01%, with Dongtu Technology having the highest ratio at 9.79% [2]. - The financing net purchase rankings on May 16 highlighted several stocks, including: - Dongtu Technology: 8.04 million yuan, 7.58% increase - Tonghua Golden Horse: 16.71 million yuan, 2.45% increase - BYD: 9.85 million yuan, 3.28% increase [2][3].

Group 1 - The humanoid robot industry chain has become a popular area for institutional research since the second quarter, with 52 companies being investigated by over 100 institutions each [1] - Among the companies, Zhongkong Technology has attracted significant attention, with 390 institutions conducting research on it since the second quarter [3] - Zhongkong Technology has launched its first self-developed humanoid robots, "Navigator 1" and "Navigator 2 NAVIAI," and plans to integrate its third-generation humanoid robot with DeepSeek's multimodal model Janus Pro for enhanced environmental perception and human-robot interaction [3] Group 2 - Lens Technology is actively expanding into new fields such as humanoid robots, AI glasses, and XR headsets, with 208 institutions conducting research on it since the second quarter [4] - Lens Technology has been involved in the smart robot sector since 2016, developing industrial robots like six-axis robots and AOI visual inspection robots, and is now focusing on core components for humanoid robots [4] - Fulin Precision has also garnered attention from 160 institutions, focusing on opportunities in the smart robot sector and key components like precision mechanical parts and robotic electric joints [4] - Fulin Precision has made advancements in the research and development of intelligent electric joint modules and has begun small-scale production of related products [4]

Core Viewpoint - The recent volatility in Apple's supply chain stocks is driven by a combination of easing US-China tariff policies and Apple's aggressive pricing strategies, alongside mixed market sentiment regarding future performance [1][3][9]. Market Performance - On May 12, the Apple concept index (BK0666) closed at 2985.77 points, with a single-day increase of 2.91%. Notable stocks like LeChuang Technology surged by 22%, while several others exceeded 10% gains [2]. - However, by May 15, the index fell to 2911 points, indicating a decline from the previous highs, with many stocks in the Hong Kong market also experiencing significant drops [2]. Factors Influencing Volatility - The fluctuations in stock prices are attributed to two main factors: the recent US-China tariff adjustments and Apple's price reductions on its products. The US has announced a temporary suspension of certain tariffs, which is seen as a positive development for the supply chain [3][4]. - Apple's recent price cuts, particularly on the iPhone 16 Pro series, have seen reductions of up to 2500 yuan, with discounts exceeding 30% in some cases [4]. Financial Performance of Key Suppliers - Apple's financial results for Q2 of the 2024-2025 fiscal year showed revenues of $95.4 billion, a 5% year-over-year increase, and a net profit of $24.78 billion, up 4.84% [6]. - Key suppliers such as GoerTek, Lens Technology, and Luxshare Precision reported mixed results for Q1 2025, with revenues of 16.30 billion yuan, 17.06 billion yuan, and 61.79 billion yuan respectively, showing year-over-year growth rates of -15.57%, 10.10%, and 17.90% [7][8]. Future Outlook - Analysts suggest that the Apple supply chain may have room for recovery, driven by easing tariffs and low valuations, alongside anticipated product innovations from Apple in the coming years [9]. - Expectations are set for a new wave of product launches, including foldable screens and AI glasses, which could invigorate the supply chain and lead to an upward trend in related companies [9].

Group 1 - The humanoid robot industry is experiencing increased institutional interest, with 52 companies being researched by over 390 institutions since Q2, indicating a strong trend towards commercialization and long-term development opportunities in the sector [1][2][3] - Companies like 中控技术 (Zhongkong Technology) and 蓝思科技 (Lens Technology) are actively investing in humanoid robot technology, with Zhongkong Technology planning to invest in a humanoid robot innovation center and launch its self-developed humanoid robots [1][2] - 富临精工 (Fulian Precision) is focusing on the development of key components for humanoid robots, including precision mechanical parts and intelligent electric joints, to capitalize on the growing demand in the robotics market [2][3] Group 2 - 领益智造 (Lingyi iTech) is accelerating its research and production of critical components for AI and robotics, providing essential hardware solutions for humanoid robots [3][4] - Companies are enhancing their technological capabilities and product offerings to meet the demands of the humanoid robot market, with 创世纪 (Genesis) and 安培龙 (Amperelong) developing customized products and sensors for robotic applications [4]