（编辑 姚尧） 证券日报网讯 10月21日晚间，蓝思科技发布公告称，公司2025年半年度A股利润分配方案为向全体股东 每10股派1.00元人民币现金（含税）。本次分红派息股权登记日为2025年10月27日，除息日为2025年10 月28日。 ...

Core Viewpoint - Lens Technology (300433.SZ) announced its cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders through cash dividends rather than stock bonuses or capital increases [1] Summary by Sections - **Dividend Distribution Plan** - The company will distribute a cash dividend of RMB 0.1 per share (tax included) to all shareholders based on a total share capital of 4.975 billion shares after accounting for repurchased shares [1] - The total number of shares considered for the dividend distribution excludes 7.5939 million shares held in the company's repurchase account [1] - **Key Dates** - The record date for the dividend distribution is set for October 27, 2025 [1] - The ex-dividend date will be October 28, 2025 [1] - **Adjustment Clause** - If there are changes in the total share capital or the base for this dividend distribution due to share repurchases or other factors, the total distribution amount will be adjusted accordingly while maintaining the distribution ratio [1]

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-082 蓝思科技股份有限公司 2025 年半年度 A 股利润分配实施公告 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。 特别提示： 1、本公告中涉及的股份、股东，如无特别说明，均指蓝思科技股份有限公 司（以下简称"公司"）A 股股份和 A 股股东。 2、公司 2025 年半年度 A 股利润分配方案为：以实施利润分配股权登记日 登记的总股本（4,982,732,391 股）扣除公司回购专用账户中的回购股份（7,593,878 股）为基数（4,975,138,513 股），向全体股东每 10 股派发现金红利人民币 1.00 元 （含税），不送红股，不进行公积金转增股本。在本次利润分配方案披露后至实 施期间，因股份回购等导致公司总股本或本次利润分配的股本基数发生变动的， 将按照分配比例不变的原则，相应调整分配总额。 3、本次利润分配实施后，按公司总股本（4,982,732,391 股）折算的每股现 金分红比例，以及据此计算的除权除息参考价相关参数和公式计算如下： 本次现金分红总额=实际参与现金分红 ...

Core Viewpoint - The company announced its profit distribution plan for the first half of 2025, detailing a cash dividend of RMB 1.00 per 10 shares for all shareholders, with no stock bonus or capital reserve conversion [1] Summary by Sections Profit Distribution Plan - The profit distribution plan is based on a total share capital of 4,982,732,391 shares, excluding 7,593,878 shares held in the company's repurchase account, resulting in a base of 4,975,138,513 shares for the distribution [1] - The cash dividend will be RMB 1.00 per 10 shares, which includes tax [1] - The record date for the dividend distribution is set for October 27, 2025, and the ex-dividend date is October 28, 2025 [1] Adjustments - Any changes in the total share capital or the base for this profit distribution due to share repurchases will lead to corresponding adjustments in the total distribution amount while maintaining the distribution ratio [1]

Market Performance - The Hong Kong stock market indices showed a slight narrowing of gains in the afternoon but maintained an overall upward trend, continuing the rebound from the previous day [1] - The Hang Seng Index closed at 26,027.55, up 0.65%, while the Hang Seng China Enterprises Index rose by 0.76% to 9,302.66, and the Hang Seng Tech Index increased by 1.26% to 6,007.94 [2] Sector Performance - Major technology stocks experienced a collective narrowing of gains, with Alibaba rising by 2%, while JD, Tencent, and Baidu had gains within 0.7%. Meituan turned negative, and Xiaomi fell by 1.44% [2] - Apple stocks reached a historical high overnight, which positively impacted Apple-related stocks, with companies like Highpower International rising nearly 6% and Hongteng Precision and Lens Technology increasing by 5% [2] - Semiconductor, insurance, paper, Chinese brokerage, and heavy machinery stocks maintained a generally upward trend despite a narrowing of gains in the afternoon [2] Other Notable Events - Gold and silver prices experienced significant corrections, leading to a decline in gold stocks, with China Silver Group dropping over 6% and Zijin Mining falling more than 4% [3] - Domestic retail, consumer electronics, gas, and coal stocks showed weak performance [3] - The debut of Jushuitan saw a substantial increase of 23.86%, with the Hong Kong public offering receiving nearly 1,953 times subscription [3]

Group 1 - Apple's stock price reached an all-time high, closing at $262.24, with a single-day increase of 3.94%, resulting in a market capitalization of $3.89 trillion, surpassing Microsoft to become the second-highest valued company in the U.S. after Nvidia [3] - The A-share and Hong Kong stock markets showed strong performance in the Apple supply chain, with notable increases in stocks such as Lianxu Electronics and Foxconn, reflecting positive market sentiment [2] - Counterpoint Research reported that iPhone 17 series sales in the first ten days after launch increased by 14% compared to the iPhone 16, with significant growth in both the Chinese and U.S. markets [2] Group 2 - Analysts suggest that the long-term investment value of Hong Kong stocks is becoming apparent, presenting an opportunity for investors who previously struggled to find entry points [4] - The Chief Investment Officer of DBS Bank highlighted that Chinese tech companies are still significantly undervalued compared to their U.S. counterparts, indicating substantial potential for capital inflow into the Chinese stock market [5] - Currently, China's stock market accounts for 3% of global market capitalization, while the U.S. accounts for 60%, suggesting that even a small reallocation of funds from the U.S. to China could significantly boost the Chinese market [5]

人民财讯10月21日电，港股午间收盘，恒生指数涨1.65%，恒生科技指数涨2.6%。科网股表现强势，哔 哩哔哩涨超10%；苹果概念涨幅居前，蓝思科技涨近8%；芯片股走高，中芯国际涨近6%。 转自：证券时报 ...

Core Insights - The Apple supply chain experienced significant gains, with stocks such as Universal Scientific Industrial hitting the daily limit, Luxshare Precision rising over 8%, and a trading volume exceeding 11 billion yuan [1][2]. Group 1: Stock Performance - Universal Scientific Industrial's stock price reached 21.29 yuan, with a rise of 10.03% [2]. - Luxshare Precision's stock price was 61.98 yuan, increasing by 8.45% [2]. - Lens Technology and Xinwei Communication saw their stock prices rise by over 7%, reaching 29.54 yuan and 30.10 yuan respectively [2][3]. Group 2: Hong Kong Market Performance - In the Hong Kong market, Apple-related stocks also saw upward movement, with GoerTek rising over 7% to 34.44 HKD [4]. - Other notable gains included Cowell e Holdings at 15.20 HKD (up 6.22%) and BYD Electronics at 40.92 HKD (up 5.57%) [4].

Core Viewpoint - The Apple supply chain is experiencing a strong upward trend, with significant stock price increases among key players in the industry, indicating positive market sentiment and potential growth opportunities. Group 1: Stock Performance - On October 21, stocks in the Apple supply chain surged, with companies like Huanxu Electronics hitting the daily limit, Luxshare Precision rising over 8%, and trading volume exceeding 11 billion yuan [1] - The Apple Index (884116) recorded a rise of 2.53%, reaching 6820.97 points [2] - Specific stock performances include: - Huanxu Electronics: 21.29 yuan, up 10.03% - Luxshare Precision: 61.98 yuan, up 8.45% - Lens Technology: 29.54 yuan, up 7.30% - Xinyi Communication: 30.10 yuan, up 7.27% [2] Group 2: Hong Kong Market Performance - In the Hong Kong market, Apple-related stocks also saw gains, with notable increases including: - Gao Wei Electronics: 34.44 HKD, up 7.29% - Qiu Tai Technology: 15.20 HKD, up 6.22% - BYD Electronics: 40.92 HKD, up 5.57% - AAC Technologies: 41.42 HKD, up 5.50% [3][4]

Core Viewpoint - The robotics sector is experiencing significant growth, driven by recent positive developments such as major orders and new product launches, leading to a notable increase in stock prices within the industry [3][4]. Group 1: Market Performance - The Robotics Concept Index rose by 1.67% on October 20, with 16 constituent stocks hitting their daily limit up, including Zhongwei Electronics, Huarui Co., and Feiwo Technology [1]. - The recent surge in stock prices is attributed to favorable news, including a major order of 126 million yuan for UBTECH and the launch of the new humanoid robot Unitree H2 by Yushutech [3][4]. Group 2: Key Developments - UBTECH announced it won a bid for a project worth 126 million yuan, involving its latest autonomous humanoid robot Walker S2, which is the first of its kind to feature autonomous battery swapping [3]. - Yushutech introduced the Unitree H2, a humanoid robot that stands 180 cm tall and weighs 70 kg, showcasing advanced movements and a bionic face, enhancing its human-like appearance [4]. Group 3: Industry Outlook - The robotics concept index has increased over 50% in the past year, significantly outperforming the broader market, with companies like UBTECH and Yushutech gaining considerable attention [4]. - Analysts predict that the humanoid robot market could reach a scale of 140 billion yuan by 2030, with domestic companies poised to benefit from the growing demand for core components and the potential for mass production [5][6].