Market Overview - On September 17, the consumer electronics sector rose by 1.76%, with Hongxi Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers in Consumer Electronics - Hongxi Technology (871857) closed at 30.56, up 29.99% with a trading volume of 89,500 shares [1] - Changying Precision (300115) closed at 31.64, up 12.44% with a trading volume of 2.56 million shares [1] - Shenglan Co., Ltd. (300843) closed at 60.18, up 12.07% with a trading volume of 281,100 shares [1] - Kosen Technology (603626) closed at 16.09, up 9.98% with a trading volume of 182,950 shares [1] - Other notable gainers include Shixiao Technology (301086) and Yidong Electronics (301123) with increases of 9.94% and 8.21% respectively [1] Top Losers in Consumer Electronics - Longyang Electronics (301389) closed at 66.07, down 4.38% with a trading volume of 182,600 shares [2] - Hongrid (301285) closed at 50.08, down 3.00% with a trading volume of 68,400 shares [2] - ST Bogu (600130) closed at 3.88, down 2.51% with a trading volume of 188,200 shares [2] - Other notable losers include Lingyi Technology (002600) and Zhishang Technology (301486) with declines of 2.41% and 2.17% respectively [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 1.15 billion yuan from institutional investors, while retail investors saw a net inflow of 940 million yuan [2][3] - Notable stocks with significant capital inflows include Lens Technology (300433) with a net inflow of 701 million yuan from institutional investors [3] - Conversely, stocks like Shubeide (300322) and Xiechuang Data (300857) faced net outflows from institutional and retail investors [3]

Core Viewpoint - The strong pre-order demand for the iPhone 17 series, particularly in the Chinese market, is expected to benefit the supply chain, including companies like Lens Technology, which has seen a stock price increase of over 4% [1][1][1] Group 1: iPhone 17 Demand and Supply Chain Impact - iPhone 17 models have longer delivery times compared to previous versions, with the standard and Pro Max models seeing an increase of 8 days, while the average delivery time in mainland China has increased by 17 days to 27 days [1][1][1] - Analysts predict a 25% year-on-year increase in planned production for the iPhone 17 standard, Pro, and Pro Max models, with the production of iPhone Air being three times that of iPhone 16 Plus [1][1][1] - The extended delivery times amidst increased production indicate strong pre-order demand for the iPhone 17 series [1][1][1] Group 2: Investment Recommendations - Zheshang Securities highlights that the booming sales of iPhone 17 will drive high demand in the supply chain, particularly benefiting suppliers involved in structural components and thermal management [1][1][1] - The firm recommends focusing on supply chain stocks like Lens Technology due to the expected performance elasticity [1][1][1] - According to招商证券, the acceleration of hardware innovation by Apple over the next three years, along with advancements in AI software and ecosystem, presents investment opportunities in the undervalued Apple supply chain [1][1][1]

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Lens Technology, which rose over 7% to HKD 27.78, with a trading volume of HKD 519 million [1] - Lens Technology has established a wholly-owned subsidiary, Lens Optoelectronics Technology (Changsha) Co., Ltd., focusing on optical instruments, virtual reality devices, display components, new optical materials, and eyewear manufacturing [1] - As a key module supplier for several leading AI eyewear clients and the assembler for Rokid devices, Lens Technology has achieved full-process coverage from optical lenses to functional modules and complete assembly, showcasing its technological advantages [1] Group 2 - According to a report by Industrial Securities, the projected sales of AR devices in China for 2024 is 180,000 units, while overseas sales are expected to reach 320,000 units, with global AR sales anticipated to grow by 30% to 650,000 units by 2025 [1] - The growth of AR eyewear is primarily driven by the consumer market's penetration, with advancements in waveguide and micro-display technologies expected to lead to lighter and more cost-effective AR glasses [1] - By 2027, global AR sales are forecasted to exceed 1.5 million units, indicating a robust growth trajectory for the AR eyewear market [1]

Group 1 - The core viewpoint of the article highlights the strong pre-order demand for the iPhone 17, with delivery times significantly longer than previous models, particularly in the Chinese market [1] - Goldman Sachs data indicates that the delivery time for all iPhone 17 models has increased, with the standard version and Pro Max experiencing the longest delays of 8 days, while the average delivery time in mainland China has risen by 17 days to 27 days [1] - Analysts suggest that the planned production for the iPhone 17 standard, Pro, and Pro Max models has increased by 25% year-on-year, with the production of iPhone Air being three times that of the iPhone 16 Plus, indicating robust pre-order demand despite increased production [1] Group 2 - Zheshang Securities notes that the strong sales of the iPhone 17 are driving high prosperity in the supply chain, particularly for suppliers involved in structural components and thermal management, presenting opportunities for performance elasticity [1] - The article recommends focusing on supply chain stocks such as Lens Technology, which is expected to benefit from the increased demand and production [1] - According to招商证券, Apple is entering a three-year hardware innovation acceleration cycle, with significant attention needed on its AI software and ecosystem innovations in the coming year, suggesting an opportunity to capitalize on undervalued supply chain stocks [1]

Group 1: Market Performance - The Hang Seng Index rose by 1.41%, gaining 373 points to close at 26,812 points, while the Hang Seng Tech Index increased by 3.49% [1] - The early trading volume in Hong Kong stocks reached HKD 192.4 billion [1] Group 2: Company Highlights - Baidu Group-SW (09888) surged by 15.9%, leading the gains among Hang Seng Tech Index constituents [1] - Alibaba-W (09988) saw a rise of 5% [1] - NIO-SW (09866) increased by over 8%, reaching a nearly one-year high ahead of the new ES8 launch [2] - China Tobacco Hong Kong (06055) rose by over 7%, setting a new high after signing exclusive agency agreements for global markets [3] - Shandong High-Speed Holdings (00412) jumped by 14% following the announcement of a USD 100 million stock buyback plan [4] - Lens Technology (300433) (06613) increased by 6.8% due to strong pre-order demand for iPhone 17 [5] - China Education Holdings (00839) surged over 16% as private higher education sector shows signs of significant valuation recovery [6] - Youzan (08083) rose over 14% as the company explores the possibility of transferring to the main board for listing [6] Group 3: Industry Insights - The AI large model security assessment results indicate that major products from Tencent, Baidu, Alibaba, and others have shown fewer vulnerabilities, reflecting a high level of security [1] - Contemporary Amperex Technology Co., Ltd. (300750) (03750) saw its stock price exceed HKD 500, reaching a new high since its listing, while the CEO pointed out five major challenges in the energy storage industry [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 mobile phone protective screens [1] - The company was established on December 21, 2006, and went public on March 18, 2015 [1] - 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, 1.82% from other business, and 1.10% from other smart terminals [1] Stock Performance - On September 17, Lens Technology's stock rose by 5.15%, reaching a price of 31.86 CNY per share, with a trading volume of 2.874 billion CNY and a turnover rate of 1.87% [1] - The total market capitalization of the company is 168.36 billion CNY [1] Fund Holdings - Dongzheng Asset Management has a fund that heavily invests in Lens Technology, specifically the Oriental Red Rui Feng Mixed Fund (169101), which increased its holdings by 507,200 shares in the second quarter [2] - The fund now holds 3.9682 million shares, accounting for 5.05% of its net asset value, making it the fourth-largest holding [2] - The fund has achieved a year-to-date return of 69.2% and a one-year return of 85.36% [2]

Group 1 - A total of 395 foreign institutions have participated in A-share listed company research since the beginning of the second half of the year, with a cumulative research count of 1,782 times as of September 16 [1] - Point72 has conducted the most research, with 59 instances, while Goldman Sachs, Bank of America Securities, and Citigroup have each exceeded 40 research instances [1] Group 2 - Key sectors attracting foreign institutional attention include industrial machinery, electrical equipment, electronic instruments, and medical care equipment [3] - Companies such as Estun, Huaming Equipment, Opto, Tianfu Communication, Lens Technology, United Imaging, Mindray, and BeiGene have received research from over 50 foreign institutions [3] - Estun's recent investor relations activity indicates that foreign institutions like Merrill Lynch, Citigroup, Morgan Stanley, BNP Paribas, Deutsche Bank, and Point72 are focused on the demand situation in downstream industries, with Estun expecting continued growth in automotive, electronics, and lithium battery sectors [3] - United Imaging has reported that its AI-driven smart operation system has significantly improved efficiency and reduced costs, supporting its long-term development in the global medical imaging industry [3] - Many foreign institutions believe that the A-share market currently offers rich investment opportunities, particularly in the technology and pharmaceutical sectors [3] - Morgan Stanley recently highlighted areas to watch in the A-share market, including AI computing and applications, innovative drugs, new energy (benefiting from policy adjustments), semiconductors, new consumption, resource products, and high-end manufacturing [3]

中国 深圳 福田区 益田路6001号 太平金融大厦11、12楼 邮政编码：518038 11/F、12/F., TAIPING FINANCE TOWER, NO.6001 YITIAN ROAD, SHENZHEN, P.R. CHINA 电话（Tel.）：（86-755) 88265288 传真（Fax.）：（86-755）88265537 网站（Website）：https://www.sundiallawfirm.com 广东信达律师事务所 根据《中华人民共和国公司法》（下称"《公司法》"）、《上市公司股东会 规则》（下称"《规则》"）等法律、法规以及现行有效的《蓝思科技股份有限公 司章程》（下称"《公司章程》"）的规定，广东信达律师事务所（下称"信达"） 接受贵公司的委托，指派律师（下称"信达律师"）出席贵公司 2025 年第三次临 时股东会（下称"本次股东会"），在进行必要验证工作的基础上，对贵公司本次 股东会的召集、召开程序、出席会议人员和召集人资格、表决程序和结果等事项 发表见证意见。 信达律师依据《中华人民共和国证券法》《律师事务所从事证券法律业务管 理办法》《律师事务所证券法律业务执业规则 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-070 蓝思科技股份有限公司 | 股 H | 1 | 87,800,822 | 1.6692% | 0 | 0 | 0.0000% | 1 | 87,800,822 | 1.6692% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合 计 | 16 | 3,190,034,509 | 60.6463% | 1,210 | 247,191,931 | 4.6994% | 1,226 | 3,437,226,440 | 65.3457% | 2025 年第三次临时股东会决议公告 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、本次股东会未出现否决议案的情形； 2、本次股东会不涉及变更前次股东会决议。 一、会议召开和出席情况 蓝思科技股份有限公司（以下简称"公司"）2025 年第三次临时股东会现 场会议于 2025 年 9 月 16 日下午 14:30，在长沙县黄花镇漓湘东路 319 号蓝思科 技办 ...

Group 1 - NIO's new flagship SUV model ES8 features an innovative pressure-sensitive car emblem button design, allowing users to open the front trunk by lightly pressing the emblem or tapping the front cover [1] - The pressure-sensitive car emblem technology is provided by GoerTek, utilizing a piezoelectric ceramic system that integrates 14 layers of ultra-thin piezoelectric ceramic sheets to accurately detect pressure and provide mechanical feedback [2] - The technology operates based on the "direct piezoelectric effect" and "inverse piezoelectric effect," enabling a rapid response time in milliseconds for user interactions [2] Group 2 - GoerTek has also developed a "Lingxi Island" central control interactive product for NIO, which supports multimedia control and reflects a trend towards reducing physical buttons in automotive interior design [4] - The integration of haptic feedback smart surfaces is expected to become a new trend in automotive interiors, with potential applications in door panels, steering wheels, and central consoles [4] - GoerTek is expanding its presence in the automotive electronics sector, providing comprehensive solutions from components to systems, focusing on enhancing the intelligence of future mobility experiences [6]