Core Viewpoint - Bluesky Technology (06613) has seen a stock price increase of over 5%, currently trading at 27.64 HKD with a transaction volume of 537 million HKD, amid news of its strategic investment in a competitor, Strong Brain Technology, which is preparing for an IPO in Hong Kong or mainland China [1] Group 1: Company Developments - Bluesky Technology is a strategic investor in Strong Brain Technology, which is developing bionic limbs and brain-computer interface technology [1] - The company has announced plans to donate a large number of smart bionic limbs to the Hunan Provincial Disabled Persons' Federation in November 2025, with core modules sourced from Bluesky's production line [1] - Bluesky has over 10 years of deep cooperation with major North American clients and is a primary core supplier for them [1] Group 2: Market Context - Strong Brain Technology is reportedly in discussions to raise funds at a valuation exceeding 1.3 billion USD, indicating strong market interest and potential for growth in the bionic technology sector [1] - Recent rumors suggest that Strong Brain Technology is making strides towards an IPO in the Hong Kong market, which could further impact Bluesky Technology's business prospects [1]

人民财讯1月6日电，蓝思科技（300433）1月6日在投资者互动平台表示，蓝思科技是强脑科技的战略投 资者，独家承接了强脑科技核心硬件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐赠 大批智能仿生四肢，核心模组均来自蓝思产线。同时，公司与北美大客户已有10年以上深度合作，是其 一级核心供应商。公司凭借强脑科技等项目积累的量产经验以及强大的精密制造能力，正积极争取合 作。 ...

差友们可能不知道，为了更好地带大家了解咱们中国制造的现状，今年我们和供应链打了很多交道。 上半年去参观了维信诺的工厂，前两月又去看了瑞声科技的技术峰会，而这个月又到蓝思科技的湘潭工厂逛了一圈，收获真的非常多。 不卖关子，先说结论： 如今中国供应链的发展已经远超我们的认知。 供应商们早就不是过去那种干组装代工赚辛苦钱的角色，他们也在干一些创新研发的工作，甚至很多手机和汽车的功能创新，最终都要依托于他们来完 成。 大家都说现在的手机和汽车卷，但其实上游供应链比他们卷得还狠，甚至原本一些属于终端厂商干的事儿，供应商也能干。 那么结合托尼打听到的这些新情况，今天这篇文章咱们就来好好聊聊，如今的供应链都能给你整出什么狠活儿。 手机厂商现在宣传的插帧、超分游戏芯片大家应该都不陌生吧？ 可如果我说这些芯片有的压根儿不是厂商自己整的，而是来自于我们的供应链，是不是有点意想不到？ 没错儿，不管厂商怎么给自己的游戏芯片起名字，它大概率都来自逐点（ Pixelworks ）半导体。 它本身是一家在上海有分公司的美国公司，做影视芯片方案，后来因为顺应了中国手机厂商插分超帧画质芯片的需求，此消彼长，都快把逐点从美国公司 变成根正苗红的 ...

Summary of the Conference Call for Lens Technology (蓝思科技) Industry and Company Overview - Lens Technology is a leading player in the consumer electronics and automotive sectors, with a strong focus on precision manufacturing for smart devices, including smartphones, computers, smart cars, and servers [2][3]. Key Financial Highlights - Revenue is projected to increase from 45.2 billion to 69.8 billion CNY, while profit is expected to rise from 2 billion to 3.6 billion CNY, indicating robust growth momentum [2][3]. Core Business Insights - The company maintains close collaborations with major North American clients in the consumer electronics sector and is actively expanding its AI glasses business through partnerships with Rokid, Meta, and Apple, suggesting stable growth in this area [2][3]. - In the automotive sector, Lens Technology offers a diverse product line, including smart cockpit glass, B-pillars, body structural components, and rearview mirrors, with partnerships established with leading clients like Tesla and Xiaomi, indicating a promising market outlook [2][4]. - Since 2016, the company has provided joint modules, dexterous hands, and complete assembly services to various robotics companies, accumulating significant technical expertise for future developments in the robotics field [2][5]. New Business Developments - Through acquisitions of Feimei Gao International and Yuanshi Technology, Lens Technology has rapidly entered the AI server market, forming an integrated capability for material module assembly and securing orders from specific domestic and international clients, which is expected to become a new growth engine [2][5]. - The company has made significant progress in commercial aerospace, with established shipments of satellite protection glass and radiation-proof glass to North American clients, while also expanding its domestic market presence [4][6]. Future Growth Directions - Lens Technology plans to continue its focus on multiple sectors, including consumer electronics, new terminal glasses, new energy vehicles, robotics, AI servers, and commercial aerospace. The upcoming 20th-anniversary special edition release from Apple is expected to significantly benefit the company as a core structural component supplier [7]. - New business lines such as automotive laminated glass, humanoid robot joint modules, and liquid-cooled AI servers are anticipated to become additional growth points [7].

蓝思科技 (2)20260105 摘要 蓝思科技一代产品持续与客户合作，年收入数亿元，独家供应部件，用 户数量增长迅速，年增量从 100 万增至 200 万以上，预示市场渗透率 将大幅提升。 UTG 玻璃盖板应用于航天级光伏发电组件，每平方米价值约 1 万元人民 币，单颗卫星价值量可达数百万元。现有在轨卫星约 1 万颗，规划发射 总量达 4 万颗，市场空间巨大。 2025 年一季度，蓝思科技将有四个汽车玻璃工厂投产，主要外购浮法 玻璃进行深加工，生产超薄双层夹胶功能玻璃，预计汽车业务显著放量， 实现明显增长。 北美大客户预计 2026 年推出首款高端折叠手机，蓝思科技独家供应 UTG、PT 膜及支撑板等核心部件，价值量高于传统手机数倍，预计 2025 年迎来热卖，为 2027 年增长做准备。 2027 年，北美大客户将推出全玻璃设计的重磅新机型，蓝思科技在原 材料、工艺和设备方面共同努力，提升手机抗摔性能，并积极布局折叠 手机和 3D 玻璃后盖市场。 Q&A 请介绍一下联塑科技在商业航天领域的布局和最新进展。 联塑科技在商业航天领域的布局主要集中在两个方面。首先是卫星直连终端的 地面信号接收器，主要提供路由器 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 藍思科技股份有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06613 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 301,595,200 | RMB | | | 1 RMB | | 301,595,200 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 301,595,200 | RMB | | | 1 RMB | | 301,595,200 | | 2. 股份分類 | 普 ...

Market Performance - The electronic sector is experiencing a strong market performance with a net inflow of 26.8 billion yuan, leading among 31 primary industries [1][7] - The electronic ETF (515260) has seen a price increase of 3.35%, indicating strong buying interest and potential new investments [1][7] Key Stocks - Notable stocks include Zhaoyi Innovation, which hit the daily limit, and Zhongwei Company, which surged over 12% [9][10] - Other significant gainers include Lanke Technology, Lens Technology, and Tuojing Technology, all rising over 6% [9][10] - Major weighted stocks like SMIC and Luxshare Precision also showed positive performance, increasing over 5% and 3% respectively [9][10] Industry Developments - Changxin Technology has submitted an IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan for various technology upgrades, with a total investment of 34.5 billion yuan [2][11] - The National Integrated Circuit Industry Investment Fund has increased its stake in SMIC from 4.79% to 9.25%, indicating strong institutional support [2][11] - The semiconductor industry is expected to benefit from the rise of domestic chip design companies and localization trends, with opportunities anticipated to open up by 2026 [2][11] AI and Market Trends - Major North American cloud service providers are significantly increasing investments in AI infrastructure, with total investments projected to reach a historical high of $600 billion by 2026 [2][11] - The demand for storage chips is expected to surge, with prices for DDR4 16Gb chips projected to rise by 1800% and DDR5 16Gb chips by 500% in 2025 [2][11] - The electronic industry is in an innovation phase, with expectations for rapid growth driven by AI demand and subsequent breakthroughs in terminal innovation and profit release [3][11] Investment Tools - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, focusing on sectors like semiconductors, consumer electronics, and AI chips [3][12] - This ETF serves as an efficient tool for investors looking to gain exposure to core assets in the electronic sector [3][12]

2026年1月5日，早盘A股三大指数集体高开，创业板50ETF华夏（159367）上涨1.38%，持仓股江 波龙涨超9%，蓝思科技涨超8%，蓝色光标涨超7%。 （责任编辑：张晓波 ） 华泰证券认为，节内海外中资股收涨，对投资者情绪影响偏正面，但突发的地缘问题或放大节前分 歧，市场走势短期预测难度变大，但资金及海外地缘扰动大概率为短期情绪冲击，不影响春季行情的向 上趋势，基于PMI数据改善、市场微观流动性仍充裕、政策面也有积极信号，春季行情大概率继续演 绎。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 创业板50指数选取创业板指市值前100只流动性靠前的前50股票，代表了创业板大盘公司，精选市 值较高、流动性较好的龙头公司，指数具备较强的成长潜力。指数集中覆盖电池、证券、通信设备等行 业，主要体现为"三创（创新、创造、创意）四新（新技术、新产业、新业态、新模式）"。 创业板50ETF华夏（159367） ...

◎记者 时娜 上市公司的回购增持热潮持续至2026年。2026年1月4日，东诚药业、世纪华通等上市公司发布回购股份 计划，宁德时代、美的集团、潍柴动力、蓝思科技等多家深市龙头公司也披露了回购进展情况，英派斯 等公司披露增持计划实施情况，以"真金白银"传递信心，夯实公司价值投资基础。此外，多家上市公司 近日宣布向投资者派发"大红包"。 股份回购是上市公司优化股权结构、提升股东回报的重要抓手。2026年伊始，便有深市上市公司发布股 份回购计划。 东诚药业1月4日公告，计划以集中竞价交易方式回购股份，金额不低于1亿元（含），不超过2亿元 （含），用于实施股权激励和/或员工持股计划。回购价格不超过18.00元/股。 2025年以来，深市上市公司积极回应号召、立足自身发展，持续掀起"真金白银"的回购、增持、分红热 潮，多措并举提升投资者回报，为资本市场健康发展注入强劲动力。 上市公司下"红包雨" 据上海证券报记者不完全统计，2025年12月31日至2026年1月4日晚，仅深市就有15家公司披露半年度或 三季度分红实施公告，相关分红将于2026年1月陆续到账。 其中，天赐材料公告，公司2025年前三季度利润分配预案已获2 ...