港股苹果概念股盘初走高，高伟电子、蓝思科技涨超6%，比亚迪电子涨超4%，舜宇光学科技、伟仕佳 杰涨幅居前。 ...

Group 1 - The establishment of Lansi Optoelectronics Technology (Changsha) Co., Ltd. has been reported, with Zhou Qunfei as the legal representative [1] - The registered capital of the new company is 100 million yuan, indicating a significant investment in the optical instruments sector [1] - The business scope includes manufacturing and sales of optical instruments, virtual reality equipment manufacturing, and wholesale of electronic components, highlighting a diverse operational focus [1] Group 2 - Lansi Optoelectronics is wholly owned by Lansi Technology, suggesting a strategic expansion within the parent company's portfolio [1]

近日，蓝思科技举行业绩说明会，通过全景网"投资者关系互动平台"（https://ir.p5w.net）以网络远程的 方式，与投资者进行线上交流。副总经理、中国区总裁、董事会秘书及联席公司秘书江南，证券事务代 表周天舒出席会议，就投资者关心的公司回购进展、毛利率变化、新业务发展等问题进行了详细解答。 投资者关系活动关键信息活动类别：业绩说明会时间：2025年9月19日14:30 - 17:00地点：通过全景 网"投资者关系互动平台"网络远程召开参与单位名称：投资者网上提问上市公司接待人员姓名：副总经 理、中国区总裁、董事会秘书及联席公司秘书江南；证券事务代表周天舒 回购进展：持续推进，传递信心 自2025年7月9日首次回购以来，蓝思科技已多次实施回购，累计回购股份148.7万股。公司表示将在董 事会批准的额度内持续回购，旨在长期做好股权激励计划或员工持股计划，传递公司业绩增长和发展信 心，维护股价稳定增长，保护中小投资者利益。 蓝思科技具备多方面核心竞争力，包括科技创新与智能智造、优质客户资源、全产业链垂直整合、智能 制造与工业互联网以及核心团队与精益管理。 在AI眼镜业务方面，除与rokid深度合作外，公司作 ...

投资者关系活动记录表 证券代码：300433 证券简称：蓝思科技 编号：2025-010 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他： 接待对象 投资者网上提问 时间 2025 年 9 月 19 日 14:30-17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网 络远程的方式召开业绩说明会 上市公司接待 人员姓名 副总经理、中国区总裁、董事会秘书及联席公司秘书：江南 证券事务代表：周天舒 投资者关系活 动主要内容介 绍 问：蓝思什么时候完成回购 答：投资者您好！公司自 2025 年 7 月 9 日首次回购以来，已 多次实施回购，累计回购股份 148.7 万股。公司将在董事会批准的 额度内持续回购，长期做好股权激励计划/员工持股计划，传递公 司业绩增长和发展信心，维护股价稳定增长，保护好中小投资者 利益。感谢您的提问！ 问：请问董秘，蓝思科技的回购为何进展如此缓慢，预计何 时完成回购，是因为预计股价还会大跌所以迟迟没有回购吗 答：投资者您好！公司自 2025 年 7 月 9 日首次回 ...

Group 1 - Lansi Optoelectronics Technology (Changsha) Co., Ltd. has been established with a registered capital of 100 million yuan, focusing on manufacturing virtual reality devices and electronic components [1][2] - The company is wholly owned by Lansi Technology (300433), indicating a strategic move to expand its business operations [1][4] - The establishment of this new company aligns with Lansi Technology's ongoing efforts to enhance its presence in the optoelectronics and VR device manufacturing sectors, leveraging existing technological and customer resources [4] Group 2 - The demand for optoelectronic devices and electronic components is expected to grow as applications in virtual reality and augmented reality expand [4] - Lansi Technology aims to strengthen its competitive position in the emerging industry chain through this new subsidiary, which will allow for deeper integration within the optoelectronic device industry [4]

Core Viewpoint - Lens Technology's stock price has shown significant growth this year, with a year-to-date increase of 43.15%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Lens Technology reported a revenue of 32.96 billion yuan, representing a year-on-year growth of 14.18% [2]. - The net profit attributable to shareholders for the same period was 1.14 billion yuan, reflecting a year-on-year increase of 32.68% [2]. - Cumulatively, the company has distributed 9.465 billion yuan in dividends since its A-share listing, with 4.452 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 19, Lens Technology's stock price fell by 2.01%, closing at 30.78 yuan per share, with a trading volume of 2.302 billion yuan and a turnover rate of 1.48% [1]. - The company has seen a net outflow of 158 million yuan in principal funds, with significant buying and selling activity from large orders [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with a net buying amount of 107 million yuan on April 7 [1]. Shareholder Structure - 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 and various ETFs, with some experiencing changes in their holdings [3].

Core Insights - Recently, Lens Technology (Changsha) Co., Ltd. was established with a registered capital of 100 million yuan [1] - The company's business scope includes manufacturing virtual reality devices, wholesale and retail of electronic components, and manufacturing of electronic components [1] - Lens Technology (300433) holds 100% ownership of the newly established company [1]

Group 1 - On September 18, Lens Technology experienced a 2.15% decline in stock price with a trading volume of 5.071 billion yuan, and a net financing outflow of approximately 22.1 million yuan [1] - As of September 18, the total margin balance for Lens Technology was 2.405 billion yuan, with a financing balance of 2.396 billion yuan, accounting for 1.53% of the circulating market value, indicating a high level compared to the past year [1] - The company repaid 35,800 shares of margin loans on September 18, with a remaining margin balance of 914.03 million yuan, also at a high level compared to the past year [1] Group 2 - 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, primarily mobile phone screens [2] - The company's 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] - For the first half of 2025, Lens Technology reported a revenue of 32.96 billion yuan, a year-on-year increase of 14.18%, and a net profit attributable to shareholders of 1.143 billion yuan, up 32.68% year-on-year [2] Group 3 - Since its A-share listing, Lens Technology has distributed a total of 9.465 billion yuan in dividends, with 4.452 billion yuan distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and E Fund's various ETFs, with notable changes in shareholding [3]

制造工艺方面，蓝思团队通过反复调试轻量化材料工艺，在"减重、续航、显示"等关键技术指标上取得 突破，其49克的重量已接近普通眼镜佩戴体验。礼盒采用中国传统大漆工艺，经70余道工序制作而成， 并由国家级非遗传承人运用"金髹"技艺将24K真金箔与天然大漆融合，形成独特纹理，体现了传统工艺 与现代科技的融合。 长沙晚报掌上长沙9月18日讯（全媒体记者 曹开阳）9月17日，第22届中国—东盟博览会在广西南宁开 幕。由蓝思科技与Rokid共同开发的Rokid Glasses智能眼镜作为大会指定贵宾礼品正式亮相，展现了中 国智能制造的技术水平与创新实力。 据介绍，这款智能眼镜整机重量仅为49克，实现了从核心部件到整机组装的100%国产化。蓝思科技作 为独家配件与整机组装供应商，为其打造了自主可控的产业链条。产品采用衍射光波导显示技术，在保 持高透光率的同时实现高清晰度显示，并搭载Rokid自研YodaOS操作系统，支持通义千问、豆包等多类 AI大模型，具备实时翻译、物体识别、智能导航等20余项功能。其针对东盟地区多语种环境优化的12 种语言互译能力，有效促进了区域文化交流。 Rokid Glasses作为本届东博会唯一入 ...

Core Insights - The company has a long-term partnership with a major North American client, spanning ten years, and is recognized as a primary core supplier [1] - The company holds a significant market share in smart cockpit modules, including central control, B-pillar, and charging pile components [1] - In the humanoid robot sector, the company has delivered various modules, including head modules, joint modules, dexterous hands, torso shell structural components, and complete assembly to multiple clients [1] - The company is collaborating with its North American client to develop humanoid robot-related modules, although specific details are confidential due to client privacy requirements [1]