Core Insights - The company reported a total revenue of 53.663 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 16.08% [1] - The net profit attributable to shareholders reached 2.843 billion yuan, with a year-on-year increase of 19.91% [1] - In Q3 alone, the revenue was 20.702 billion yuan, marking a historical high for the same period [1] Customer Collaboration - The company has made significant progress in developing humanoid robots for North American clients, with key modules such as head modules, joint modules, and dexterous hands being shipped in bulk [1] - The company is positioned among the industry leaders in the assembly scale of humanoid robots and is closely collaborating with major North American clients to prepare for product mass production bidding [1] - Partnerships with clients like Zhiyuan and Lingbao have been strengthened, providing structural components and assembly services for joint modules, dexterous hands, and torso shells [1] Robotics Shipment Growth - The company has rapidly increased its shipment scale of robotic systems, with the assembly scale of humanoid robots and quadruped robotic dogs ranking among the industry leaders [1] - It is expected that the company will ship over 3,000 humanoid robots and more than 10,000 quadruped robotic dogs by the end of the year [1] - The revenue from embodied intelligence business is projected to achieve exponential growth in the coming years, solidifying the company's position as a key manufacturing platform in the industry [1]

Core Viewpoint - Lens Technology (300433.SZ) reported a revenue of 53.663 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 16.08% [1] - The net profit attributable to shareholders of the listed company reached 2.843 billion yuan, marking a year-on-year increase of 19.91% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 2.703 billion yuan, up by 28.72% year-on-year [1] - Basic earnings per share stood at 0.57 yuan [1]

Summary of the Conference Call for Lens Technology (蓝思科技) Industry and Company Overview - The conference call pertains to Lens Technology, a company specializing in glass and electronic components for smartphones, computers, and automotive applications. Key Financial Highlights - Q3 revenue reached 20.702 billion CNY, a historical high for the period, with a year-on-year growth of 19.25% [2][3] - Scale profit was 1.7 billion CNY, up 12.62% year-on-year [2] - Net profit attributable to shareholders was 1.701 billion CNY, reflecting a year-on-year increase of 22.67% [2] - Gross margin stood at 19.09%, slightly down due to the impact of the assembly business [2][3] Business Segments Performance - Revenue from smartphones and computers accounted for over 80% of total revenue, continuing to grow rapidly [2][4] - Steady growth in the new energy vehicle and smart cockpit sectors, with core product lines like central control modules gaining traction [2][4] - AI glasses achieved mass production and delivery [2] Major Client Orders and Production Capacity - A major North American smartphone client increased orders by approximately 30 million units starting September [2][5] - The company is expanding its workforce to meet production demands, with total employees nearing 170,000 [2][6] Future Product Developments - In 2026, Lens Technology is expected to exclusively supply UTG screens and related components for new models from major clients, with significant value increases for back covers [2][7] - Plans to ship at least 3,000 humanoid robots and 20,000 quadruped robot dogs in 2025, projecting revenue between 300 million to 500 million CNY [2][8] Automotive Glass Production - The first production line for ultra-thin laminated automotive glass is expected to produce 350,000 vehicle side windows and windshields, with mass production starting by year-end [2][9] - Plans to add three more production lines, aiming for a total capacity of 1.6 million vehicles annually [2][9] Profitability and Margin Insights - Overall gross margin has slightly decreased due to the growth of lower-margin assembly business [2][10] - The company aims to improve margins through the introduction of new products and by enhancing the assembly business with structural components [2][10] Robotics Business Strategy - Lens Technology aims to become a leading global platform for intelligent robot manufacturing, focusing on both assembly and key functional modules [2][11] - The company is confident in achieving profitability as the industry matures, with a target of reaching a scale of over 100,000 units for breakeven [2][13] AI Server Business Developments - The company has begun shipping chassis components to major domestic clients and plans to expand into liquid cooling modules and SSD assembly in 2026 [2][15] AR Glasses and Future Prospects - Plans to start mass production of light guide lenses for AR glasses in 2026, leveraging advanced coating technology [2][19] - Anticipated value for each AR glasses unit could reach up to 1,000 CNY when including light guide chips [2][20] Overall Outlook - The company maintains a positive outlook for Q4 and the full year, despite a slight delay in peak season orders compared to previous years [2][14]

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。 证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-084 蓝思科技股份有限公司 关于 2025 年前三季度计提减值准备及核销资产的公告 为客观、公允地反映蓝思科技股份有限公司（以下简称"公司"）的财务状 况、资产价值和经营成果，根据《企业会计准则》及《深圳证券交易所上市公司 自律监管指引第 2 号——创业板上市公司规范运作》等相关规定，基于谨慎性 原则，公司每季度末对公司及下属子公司各类资产进行了全面核查和减值测试， 对存在减值迹象的相关资产计提相应减值准备。现将 2025 年前三季度（或称"本 期"）计提资产减值准备的具体情况公告如下： 一、 本次计提及核销减值准备的情况 公司 2025 年前三季度计提各项资产减值准备 54,911.07 万元，转回及核销 减值准备 72,796.51 万元，各项资产减值准备具体明细数据如下： 1 / 4 单位：万元 项目 期初余额 本期计提 外币报表折 算差 本期转回或 转销 期末余额 坏账准备-应收票据 0.40 -0.40 - 坏账准备-应收账款 14, ...

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。 证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-083 蓝思科技股份有限公司 第五届董事会第九次会议决议公告 特此公告。 1 / 2 蓝思科技股份有限公司董事会 二○二五年十月二十八日 2 / 2 蓝思科技股份有限公司（以下简称"公司"）第五届董事会第九次会议于 2025 年 10 月 28 日（星期二）上午 10:00，以通讯表决的方式召开。本次会议的会议 通知已于 2025 年 10 月 24 日以专人送达或电子邮件等方式送达全体董事。会议 由董事长周群飞女士主持，应出席董事 7 名，实际出席董事 7 名，公司全体高级 管理人员列席了会议。本次会议的召集、召开和表决程序符合《中华人民共和国 公司法》和《公司章程》的有关规定，是合法、有效的。 经与会董事审议和表决，审议通过了《关于公司<2025 年第三季度报告>的 议案》 与会董事认为：公司《2025 年第三季度报告》如实反映了公司 2025 年第三 季度实际经营情况和经营成果，所载内容真实、准确、完整，不存在任何虚假记 载、误导性陈述或者 ...

人民财讯10月28日电，蓝思科技（300433）10月28日发布2025年三季报，公司第三季度营业收入207.02 亿元，同比增长19.25%；净利润17亿元，同比增长12.62%。2025年前三季度营业收入536.63亿元，同比 增长16.08%；净利润28.43亿元，同比增长19.91%；基本每股收益0.57元。 ...

前三季度营收约为536.32亿元，同比上升16.08%。净利润约为28.43亿元，同比上升19.91%。 格隆汇10月28日丨蓝思科技(06613.HK)发布2025年第三季度报告。营收约为人民币207.02亿元，同比上 升19.25%。净利润约为17亿元，同比上升12.62%。基本每股收益为0.33元。 ...

蓝思科技股份有限公司 2025 年第三季度报告 证券代码：300433 证券简称：蓝思科技 公告编号：定 2025-006 □是 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 蓝思科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1、董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2、公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度 报告中财务信息的真实、准确、完整。 3、第三季度财务会计报告是否经过审计 □是 否 | | | 本报告期比 | | 年初至报告 | | --- | --- | --- | --- | --- | | | 本报告期 | 上年同期增 | 年初至报告期末 | 期末比上年 | | | | 减 | | 同期增减 | | 营业收入（元） | 20,702,378,465.46 | 19.25% | 53,662,536,194.6 ...

Core Viewpoint - Lens Technology (06613) reported a revenue of 53.663 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 16.08% [1] - The net profit attributable to shareholders of the listed company reached 2.843 billion yuan, marking a year-on-year increase of 19.91% [1] - The basic earnings per share stood at 0.57 yuan [1] Summary by Category Financial Performance - Revenue for the first three quarters was 53.663 billion yuan, up 16.08% year-on-year [1] - Net profit attributable to shareholders was 2.843 billion yuan, an increase of 19.91% year-on-year [1] - Basic earnings per share were reported at 0.57 yuan [1]

蓝思科技公告，第三季度营收为207.02亿元，同比增长19.25%；净利润为17亿元，同比增长12.62%。前 三季度营收为536.63亿元，同比增长16.08%；净利润为28.43亿元，同比增长19.91%。 ...