Core Points - Lens Technology (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] Summary by Category - **Company Announcement** - Lens Technology will transfer 18.2304 million shares from inventory on October 15, 2025, related to the 2023 restricted stock incentive plan [1]

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 2025-079 蓝思科技股份有限公司 关于提前归还部分临时补充流动资金的闲置募集资金的公告 特此公告。 蓝思科技股份有限公司董事会 二○二五年十月十五日 2 / 2 蓝思科技股份有限公司（以下简称"公司"）于 2025 年 1 月 13 日召开第四 届董事会第二十九次会议和第四届监事会第二十六次会议，审议通过了《关于使 用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过人民币 24 亿元的暂时闲置募集资金临时补充流动资金，使用期限自本次董事会审议通过之 日起不超过 12 个月，即本次补充流动资金到期日为 2026 年 1 月 12 日。2025 年 2 月至 10 月 12 日，公司合计提前归还了 7.6 亿元临时补充流动资金的募集资金 至募集资金专项账户。具体内容详见公司于 2025 年 1 月 14 日、2 月 14 日、2 月 28 日、3 月 15 日、5 月 30 日、6 月 10 日、7 月 4 日、8 月 8 日、9 月 23 ...

Core Insights - Apple COO Sabih Khan visited Lens Technology on October 14, accompanied by the company's chairman, Zhou Qunfei, to inspect the company's practices in smart manufacturing, green production, and talent development [1] Company Overview - Lens Technology's supply chain business for Apple includes multiple product lines such as iPhone, Apple Watch, Mac, and Apple Vision Pro [1]

Core Viewpoint - The company is actively engaging in the production of precision structural components, optical components, and acoustic modules for a major North American client, with plans to expand into various module and accessory assemblies, including soft board SMT assembly and wireless charging modules [1] Group 1 - The company has launched hot-selling products for a North American client, providing core components such as precision structural parts, optical components, and acoustic modules [1] - The establishment of Lens Technology (Changsha) Co., Ltd. aims to deepen the company's involvement in the high-value, high-tech optical industry chain, leveraging vertical integration advantages [1] - The company plans to integrate more proprietary core components, optical waveguide lenses, optical parts, functional modules, and ultra-light materials into AI glasses, contributing to greater revenue and profit growth [1]

Core Insights - The visit of Apple's COO Sabih Khan to Lens Technology in Taizhou, Jiangsu, highlights the long-term partnership and collaboration between the two companies in the context of ongoing innovation in the global consumer electronics industry [1][3]. Group 1: Company Overview - Lens Technology has been an Apple supplier since 2006, focusing on advanced glass cover processing technology to drive product innovation [3]. - The company's operations now encompass multiple core product lines for Apple, including iPhone, Apple Watch, Mac, and Apple Vision Pro, making it an essential part of Apple's global supply chain [3]. Group 2: Manufacturing Process - During the factory tour, Sabih Khan observed the complete manufacturing process of the iPhone 17 and iPhone 17 Pro frames, showcasing the transformation from raw materials to complex, high-quality components [3]. - The production facility features highly automated processes, including mobile robots for material handling, a seamless assembly line with over 40 automated steps, and advanced appearance inspection equipment to ensure product consistency and flexibility [3][4]. Group 3: Strategic Collaboration - Lens Technology's Chairman, Zhou Qunfei, emphasized the company's commitment to innovation in technology and materials, which has been supported by its collaboration with Apple over the past 19 years [4]. - The partnership has focused on refining manufacturing processes to meet future product demands, establishing a solid foundation for ongoing collaboration [4]. - The visit signifies not only validation of Lens Technology's production capabilities but also indicates potential for broader cooperation in future product development and technological innovation [4].

Core Viewpoint - Apple-related stocks have generally risen following a meeting between Apple's CEO Tim Cook and China's Minister of Industry and Information Technology, Li Lecheng, discussing Apple's business development in China and cooperation in the electronic information sector [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 4.23%, trading at 5.92 HKD [1] - Sunny Optical (02382) rose by 3.44%, trading at 79.7 HKD [1] - Q Technology (01478) saw a 3.29% increase, trading at 15.09 HKD [1] - Lens Technology (300433) (06613) gained 2.15%, trading at 26.56 HKD [1] Group 2: Business Development and Cooperation - Tim Cook expressed gratitude for the support from the Ministry of Industry and Information Technology regarding Apple's development in China and committed to increasing investments in the region [1] - The discussion included enhancing cooperation in the electronic information field to achieve mutually beneficial development [1] Group 3: Industry Insights - Huafu Securities noted that the impact of tariffs on Apple’s supply chain equipment companies should not be overestimated, emphasizing the strict requirements Apple places on its suppliers [1] - Domestic supply chain companies are deemed irreplaceable, and Apple may allocate more resources towards cost-reducing and efficiency-enhancing technologies such as flexible automation and 3D printing [1] - There is potential for accelerated promotion of high-end models, foldable screens, and smart glasses, which would benefit the establishment and upgrading of related production lines [1]

中国经济网北京10月14日讯蓝思科技（300433）(300433.SZ)今日收报29.29元，跌幅3.11%，连续第3个 交易日下跌。 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。 ...

Core Insights - The Rokid smart glasses, developed by Lingban Technology, have gained significant attention after being used by traffic police in Hangzhou during the National Day holiday, showcasing their practical application in real-world scenarios [1][2] - The product has achieved over $3.61 million in crowdfunding on Kickstarter, setting a record in the global XR industry, and has received 300,000 pre-orders before its official launch [1][4] - The glasses are being marketed as a lightweight solution with advanced display and interaction capabilities, marking a shift in the smart glasses market from voice accessories to visual entry points [2][5] Product Performance - The Rokid glasses can identify vehicle reservation information from a distance of 5 to 7 meters, reducing verification time from 3-5 seconds to 1-2 seconds, thus increasing the hourly vehicle verification capacity from 80 to 150 [2] - Weighing only 49 grams, the glasses integrate advanced optical technology, allowing clear display of information even in bright outdoor conditions [2] Market Dynamics - The rapid market demand has led to extended shipping times, with orders now scheduled for delivery after October 31 [4] - The supply chain is responding to the increased demand, with companies like Lens Technology ramping up production to meet the needs of both Rokid and other major AR/VR manufacturers [4] Industry Implications - The success of Rokid glasses is expected to stabilize orders for upstream suppliers and enhance growth expectations within the industry [5] - The market performance may encourage collaborative innovation among industry players, leading to increased R&D investment and technological advancements [5] - The positive market reception could attract more capital into the smart wearable sector, further optimizing and upgrading the industry chain [5]

Core Viewpoint - Lens Technology (300433.SZ) experienced a decline in stock price, closing at 30.23 yuan with a drop of 5.24% on October 13, following a previous close of 31.90 yuan and a decline of 5.82% on October 10 [1] Group 1 - Financial analysts from Caitong Securities, Zhang Yimin and Huang Menglong, released a report on October 9, 2023, highlighting Lens Technology as a leader in precision manufacturing and indicating that its diversified layout is initiating a growth cycle [1] - The report assigned an "overweight" rating to Lens Technology, suggesting a positive outlook for the company's future performance [1]

Core Viewpoint - Lens Technology (06613) announced a share buyback plan, intending to repurchase 520,200 A-shares at a cost of 15.7204 million yuan by October 13, 2025 [1] Group 1 - The company plans to spend 15.7204 million yuan for the buyback [1] - The total number of shares to be repurchased is 520,200 [1] - The buyback is scheduled to be completed by October 13, 2025 [1]