Core Viewpoint - The Hong Kong stock market showed positive performance with the Hang Seng Index rising by 1.45% and the Hang Seng Tech Index increasing by 2.66% [1] Company Performance - Tianqi Lithium Industries saw a significant increase, rising over 13% [1] - Ganfeng Lithium experienced a rise of over 10% [1] - Semiconductor Manufacturing International Corporation (SMIC) increased by over 9% [1] - Lens Technology rose by over 8% [1] - Kuaishou Technology saw an increase of over 6% [1] - Huahong Semiconductor and BYD Electronics both rose by over 5% [1]

Core Viewpoint - The stock of Lens Technology (06613.HK) surged over 8% during trading on October 2, reaching a new high of 33.32 HKD since its listing [1] Company Summary - Lens Technology's stock performance indicates strong market interest and investor confidence, as evidenced by the significant price increase [1]

Core Viewpoint - Lens Technology (06613) shares surged over 8%, reaching a new high of HKD 33.32, driven by news of Apple's shift in focus from the Vision Pro lightweight headset to AI-driven smart glasses development, aiming to catch up with Meta's lead in the sector [1] Company Performance - Lens Technology reported revenue of CNY 1.647 billion from smart headsets and wearable devices, marking a year-on-year increase of 14.74% [1] - The company achieved significant breakthroughs in core processes such as waveguide lens yield optimization and high-precision automated assembly [1] - Revenue from other smart terminal businesses reached CNY 364 million, showing a substantial year-on-year growth of 128.20% [1] Industry Developments - Apple has paused its plans for the Vision Pro lightweight headset, reallocating resources to the development of AI-driven smart glasses [1] - Meta is expected to launch the next generation of Ray-Ban AI glasses in September, which will feature new AR display capabilities [1] - Lens Technology is set to be the exclusive supplier of three core components for Meta's upcoming AI glasses, with production already underway [1]

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9月30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: 2025年9月30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 Overview - On September 30, the consumer electronics sector rose by 0.05% compared to the previous trading day, with Shen Technology leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Top Gainers in Consumer Electronics - Shen Technology (000021) closed at 27.87, with a gain of 9.98%, and a trading volume of 714,800 shares, amounting to a transaction value of 1.975 billion [1] - Guoguang Electric (002045) also saw a rise of 9.98%, closing at 18.29, with a trading volume of 968,400 shares and a transaction value of 1.704 billion [1] - Other notable gainers include: - Tianjian Co., Ltd. (301383): Closed at 39.20, up 8.02% [1] - GoerTek (002241): Closed at 37.50, up 6.08% [1] - Yingtong Communications (002861): Closed at 18.61, up 4.55% [1] Market Capital Flow - The consumer electronics sector experienced a net outflow of 2.422 billion from institutional investors, while retail investors saw a net inflow of 1.363 billion [2] - Notable individual stock capital flows include: - GoerTek (002241): Institutional net inflow of 902 million, retail net outflow of 388 million [3] - Shen Technology (000021): Institutional net inflow of 557 million, retail net outflow of 230 million [3] - Guoguang Electric (002045): Institutional net inflow of 507 million, retail net outflow of 244 million [3]

格隆汇9月29日丨蓝思科技(06613.HK)公告，9月29日耗资22.4万元人民币回购4万股A股。 ...

蓝思科技（300433）(06613)发布公告，于2025年9月29日，该公司斥资22.44万元回购3.98万股A股。 ...

智通财经APP讯，蓝思科技(06613)发布公告，于2025年9月29日，该公司斥资22.44万元回购3.98万股A 股。 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-076 蓝思科技股份有限公司 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。 特别提示： 本次回购注销限制性股票涉及激励对象共 55 名，回购注销的第一类限制性 股票数量合计 39,780 股（占注销前公司 A 股总股本的 0.0008%），回购价格为 5.64 元/股。 关于部分限制性股票回购注销完成的公告 一、本次激励计划已履行的程序 1、2023年7月28日，蓝思科技股份有限公司召开第四届董事会第十六次会议， 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《关于提 请股东大会授权董事会办理2023年限制性股票激励计划相关事宜的议案》等议案， 拟以6.34元/股的价格，向3,097名激励对象授予第一类限制性股票10,631,973股， 约占本激励计划公布时公司股本总额（4,973,479,998股）的0.2138%，约占本次 授予权益总额的20%；授予第二类限制性股票42,527,893股， ...

Core Viewpoint - Lens Technology has seen a significant increase in stock price this year, with a year-to-date rise of 51.85%, despite a slight decline in the last five trading days [2]. Group 1: Stock Performance - As of September 29, Lens Technology's stock price was 32.65 CNY per share, with a market capitalization of 172.53 billion CNY [1]. - The stock has experienced a 1.21% decline over the last five trading days, a 0.96% increase over the last 20 days, and a 42.45% increase over the last 60 days [2]. - The company has appeared on the trading leaderboard once this year, with a net purchase of 1.07 billion CNY on April 7 [2]. Group 2: Company Overview - Lens Technology, established on December 21, 2006, and listed on March 18, 2015, specializes in the research, production, and sales of protective panels for electronic products [2]. - The company's main products include protective screens for smartphones and tablets, with 82.48% of revenue coming from smartphones and computers, 9.60% from smart automotive and cockpit products, and 5.00% from smart wearables [2][3]. Group 3: Financial Performance - For the first half of 2025, Lens Technology reported a revenue of 32.96 billion CNY, representing a year-on-year growth of 14.18%, and a net profit of 1.14 billion CNY, up 32.68% year-on-year [3]. - The company has distributed a total of 9.465 billion CNY in dividends since its A-share listing, with 4.452 billion CNY distributed in the last three years [4]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 15.38% to 147,800, with an average of 33,595 shares held per shareholder, a decrease of 13.32% [3]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some holdings increasing and others decreasing compared to the previous period [4].