财通证券（601108）股份有限公司研究员张益敏、黄梦龙10月9日发布研报《蓝思科技：精密制造龙头 多元布局开启成长周期》称，给予蓝思科技"增持"评级。 中国经济网北京10月17日讯蓝思科技（300433）(300433.SZ)今日收报27.35元，跌幅4.34%。 蓝思科技自10月10日至17日，6个交易日中仅15日股价上涨。 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-081 重要内容提示： 蓝思科技股份有限公司 2023 年限制性股票激励计划 第二个归属期归属结果暨股份上市公告 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。 3、本次归属股票数量：18,230,446股 4、本次归属股票来源：公司从二级市场回购的本公司A股普通股股票 5、本次归属的限制性股票不设限售期，归属完成后即可上市流通。激励对 象为公司董事、高级管理人员的按照《上市公司董事和高级管理人员所持本公司 股份及其变动管理规则》等相关规定执行。 1、本次归属日：2025年10月15日 一、股权激励计划实施情况概述 2、本次归属人数：2,326人 股，约占本激励计划公布时公司股本总额的0.8551%，约占本次授予权益总额的 80%。 2、2023年7月28日，公司召开第四届监事会第十五次会议，审议通过了《关 于公司<2023年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2023 年限制性股票激励计划实施考核管理办法>的议案》及《关于核实公司<2023年限 制性股票激励计划激励对象名 ...

Core Insights - Apple's new COO Sabih Khan visited Chinese suppliers, showcasing the evolution of Apple's supply chain from "Made in China" to "Intelligent Manufacturing in China" [1][24] - The collaboration between Apple and its Chinese suppliers has transitioned from a traditional buyer-supplier relationship to a deep symbiotic partnership focused on joint innovation [3][24] Group 1: Technological Synergy - The partnership between Apple and suppliers like AAC Technologies and Lens Technology has moved beyond simple component supply to collaborative R&D, exemplified in their production facilities [3] - AAC Technologies' ultra-thin heat spreader is crucial for the iPhone 17 Pro's thermal performance, featuring innovations such as a collaborative tooling system that enhances logistics efficiency and reduces plastic waste [6][14] - Lens Technology's smart manufacturing practices include autonomous mobile robots and automated assembly lines that significantly reduce human error and improve production efficiency [9][11] Group 2: Green Transformation - Apple aims for carbon neutrality across its supply chain by 2030, with Chinese suppliers playing a vital role in this initiative [15][17] - AAC Technologies has joined Apple's clean energy and zero waste projects, actively incorporating recycled materials into its production processes [15] - Lens Technology has achieved 100% renewable energy coverage in its production for Apple and has implemented a closed-loop green manufacturing model [15][17] Group 3: Talent Empowerment - Apple has established a supplier employee development fund to create a robust talent growth system for its Chinese suppliers, enhancing the skills of technical workers and engineers [18][23] - Employees at AAC Technologies have benefited from Apple's training programs, transitioning from technical operators to trainers, thereby enhancing their capabilities [19][21] - Lens Technology has seen similar success, with employees improving their leadership and technical skills through Apple's training initiatives [21][23] Group 4: Conclusion - The partnership between Apple and its Chinese suppliers exemplifies a model of mutual achievement, where both parties contribute to technological advancement and sustainable practices [24] - The ongoing collaboration is set to continue with new R&D centers and projects aimed at carbon neutrality, highlighting the importance of cooperative innovation in the global tech supply chain [24]

Core Viewpoint - Lens Technology (06613.HK) has announced a board meeting scheduled for October 28, 2025, to consider and approve the third-quarter performance for the nine months ending September 30, 2025, along with addressing other matters [1] Summary by Categories - **Company Performance** - The board meeting will focus on the third-quarter results for the period ending September 30, 2025 [1] - **Future Events** - The meeting is set for October 28, 2025, which indicates the company's planning and timeline for financial disclosures [1]

Group 1: Company Overview - Lens Technology Co., Ltd. is primarily engaged in the research, production, and sales of protective panels for electronic products, with a focus on smartphone protective screens [2] - The company's main business revenue composition includes 82.48% from smartphones and computers, 9.60% from smart automotive and cockpit, 5.00% from smart headsets and wearables, and 1.82% from other business [2] - As of June 30, 2025, the company reported a revenue of 32.96 billion yuan, representing a year-on-year growth of 14.18%, and a net profit attributable to shareholders of 1.14 billion yuan, up 32.68% year-on-year [2] Group 2: Stock Performance - On October 16, the stock price of Lens Technology fell by 2.00%, trading at 28.85 yuan per share, with a total market capitalization of 152.45 billion yuan [1] - The stock has increased by 34.17% year-to-date, but has seen a decline of 14.82% over the last five trading days [1] - The company has appeared on the trading leaderboard once this year, with a net buy of 107 million yuan on April 7 [1] Group 3: Shareholder Information - 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 [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 114 million shares, and several ETFs such as E Fund's ChiNext ETF and Huatai-PB's CSI 300 ETF, with varying changes in their holdings [3]

Core Viewpoint - Lens Technology (300433)(06613) announced that approximately 4.5576 million restricted shares will be available for trading starting from October 17, 2025 [1] Company Summary - Lens Technology will have 4.5576 million restricted shares released for circulation on October 17, 2025 [1]

Group 1: Market Overview - US stock indices opened higher, with the Dow Jones up 0.37%, Nasdaq up 0.95%, and S&P 500 up 0.64% [1] - Technology stocks saw significant gains, with US Superconductor up over 4%, Nanomicro Semiconductor up over 3%, ASML up over 4%, and TSMC up over 2% [1] - Gold stocks also rose, with Harmony Gold up over 3% and Golden Valley up 2% [1] Group 2: Company News - Apple's COO Sabih Khan visited Lens Technology in Jiangsu, China, to inspect the company's practices in smart manufacturing, green production, and talent cultivation [2] - ASML is expected to achieve sales growth driven by strong demand for EUV and DUV lithography equipment, with a revenue target of €44-60 billion by 2030 [3] - Morgan Stanley reported Q3 net revenue of $18.22 billion, exceeding expectations of $16.64 billion, with wealth management revenue at $8.23 billion [4] - Ericsson signed a $3 billion cooperation agreement with Export Development Canada to enhance investment in Canadian R&D and accelerate next-generation technology development [5] - HSBC raised Nvidia's target price from $200 to $320, indicating a potential market capitalization of $7.78 trillion [6]

Core Viewpoint - Lens Technology (06613) announced that approximately 4.5576 million restricted shares will be available for trading starting from October 17, 2025 [1] Summary by Category Company Information - Lens Technology will have about 4.5576 million restricted shares listed for circulation on October 17, 2025 [1]

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-080 蓝思科技股份有限公司 2023 年限制性股票激励计划 第二个解除限售期解除限售股份上市流通的提示性公告 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。 重要内容提示： 1、本次解除限售的激励对象人数为2,326人，合计解除限售的第一类限制性 股票数量为4,557,611股，占公司目前A股总股本的0.0915%。 2、本次解除限售的第一类限制性股票上市流通日期为2025年10月17日。 蓝思科技股份有限公司（以下简称"公司"）于2025年9月23日召开第五届 董事会第八次会议，审议通过了《关于2023年限制性股票激励计划第二个解除限 售期解除限售条件及第二个归属期归属条件成就的议案》，认为公司本次激励计 划第二个解除限售/归属期的解除限售/归属条件已经成就，同意公司为符合条件 的2,326名激励对象解除限售第一类限制性股票合计4,557,611股，归属第二类限 制性股票合计18,230,446股。 目前，公司已办理完毕上述第一类限制性股票的解除限售事宜，相关股份将 于2025年10月17 ...

Core Points - Lens Technology (300433)(06613) announced that on October 15, 2025, it will transfer 18.2304 million shares from inventory due to the vesting of restricted stock under the 2023 restricted stock incentive plan [1] Company Summary - The company is executing a restricted stock incentive plan, which involves the transfer of a significant number of shares [1] - The specific number of shares being transferred is 18.2304 million, indicating a substantial impact on the company's stock structure [1] - The vesting date for these shares is set for October 15, 2025, suggesting a long-term incentive strategy aimed at aligning employee interests with company performance [1] Industry Summary - The announcement reflects ongoing trends in the technology sector regarding employee compensation and retention strategies through stock incentives [1] - Such incentive plans are common in the industry, aiming to motivate employees and enhance productivity by tying their compensation to company performance [1] - The transfer of shares may influence market perceptions and investor sentiment towards the company, particularly in relation to its growth and employee engagement strategies [1]