Investment Rating - The report assigns a "Buy" rating for the company, marking it as a first-time recommendation [6]. Core Viewpoints - The company is positioned as a leading precision manufacturing provider, expanding its business into emerging fields such as smart automotive, humanoid robots, and AI glasses, which opens up growth opportunities [1][4]. - The company's revenue has shown steady growth, increasing from 27.72 billion in 2018 to an expected 69.90 billion in 2024, with a CAGR of 16.7% [1][27]. - The company is expected to benefit significantly from the development of AI technology, with all business lines projected to grow [5]. Summary by Sections Section 1: Precision Manufacturing Platform Layout - The company has evolved from a glass product supplier to a one-stop solution provider for smart terminals, expanding horizontally into various fields and vertically into functional modules and assembly [1][16]. - The company has established a clear shareholding structure, with the chairman and vice-chairman holding a significant portion of shares, which enhances development momentum [22]. Section 2: Consumer Electronics - The global smartphone market is expected to recover, with an estimated shipment of 1.22 billion units in 2024, a year-on-year increase of approximately 7% [2]. - The company has advanced technologies in glass, ceramics, and metal components, leading to increased recognition from major clients and a projected revenue growth of 97.42% in assembly for 2024 [2]. Section 3: New Energy Vehicles - The global sales of new energy vehicles are projected to reach 18.236 million units in 2024, a year-on-year growth of 24.4% [3]. - The company has over 30 clients in the smart automotive sector, with products like central control modules and charging piles experiencing rapid growth [3]. Section 4: Emerging Fields - The company is accelerating the industrialization of humanoid robots and has established partnerships to provide key components and assembly services [4]. - The foldable machine market is expected to grow with new North American clients, and the company has developed capabilities for rapid mass production of foldable screen components [4]. - The AI glasses market is projected to see significant growth, with the company already applying its developed components in high-end products [4]. Section 5: Profit Forecast - The company is expected to achieve revenues of 92.034 billion, 113.112 billion, and 133.925 billion in 2025, 2026, and 2027 respectively, with corresponding net profits of 5.241 billion, 6.795 billion, and 8.129 billion [10][11].

Group 1 - The Tonghuashun Guo Index concept rose by 3.09%, ranking 6th among concept sectors, with 17 stocks increasing in value, including Huanxu Electronics, Dongshan Precision, and Lens Technology, which rose by 9.14%, 6.39%, and 6.03% respectively [1][2] - The concept sectors with the highest gains included PEEK materials at 5.99%, MicroLED at 3.32%, and Tianjin Free Trade Zone at 3.27%, while the sectors with declines included the China Shipbuilding System at -1.24% and Gold at -0.28% [2] - The Tonghuashun Guo Index concept saw a net inflow of 2 billion 8 million yuan from main funds, with 13 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow, led by Dongshan Precision with a net inflow of 602 million yuan [2][3] Group 2 - The main fund inflow ratios were led by Huanxu Electronics, Dongshan Precision, and Zhongshi Technology, with net inflow rates of 15.71%, 12.44%, and 10.07% respectively [3][4] - The top stocks by main fund inflow included Dongshan Precision, with a daily increase of 6.39% and a turnover rate of 6.35%, followed by Goer Technology and Luxshare Precision with inflows of 435 million yuan and 316 million yuan respectively [3][4] - The stocks with the largest declines included Industrial Fulian at -0.66%, Lante Optics at -0.28%, and Changying Precision at -0.20% [1][4]

Core Viewpoint - Lens Technology (06613) saw a rise of over 4%, currently trading at HKD 21.56 with a transaction volume of HKD 172 million, following Apple's announcement of a USD 2.5 billion investment to build a glass substrate production line in Kentucky, USA, in collaboration with Corning [1] Group 1: Company Developments - Apple has announced a USD 2.5 billion investment to establish a glass substrate production line in Kentucky, specifically for iPhone and Apple Watch [1] - Corning, a key supplier of glass substrates for Apple, has production facilities in the USA, Japan, South Korea, and Chongqing [1] - Lens Technology serves as the back-end processing supplier for Apple’s glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] Group 2: Market Implications - Corning's new production line in the USA aims to produce next-generation glass substrates, which may help in securing tariff exemptions [1] - The establishment of this production line is expected to enable Lens Technology to update and design more complex products for future generations, enhancing its market competitiveness [1]

此前市场普遍担忧中美贸易摩擦加剧及关税提升对苹果供应链和盈利能力的负面影响。此次加大美国投 资计划，释放出公司主动应对政策风险的信号，显著缓解投资者疑虑，稳定市场情绪。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002008 | 大族激光 | B | 10.00 | 349亿 | 37.45 | | 002981 | 朝阳科技 | 1 | 10.00 | 43.01 Z | 37.74 | | 600361 | 创新新材 | | 8.35 | 181亿 | 16.30 | | 300433 | 蓝思科技 | 1 | 5.77 | 1279亿 | 12.55 | | 873726 | 卓兆点胶 | 福 | 5.09 | 26.79亿 | 57.07 | | 301312 | 智立方 | 资 | 4.76 | 54.73亿 | 31.25 | | 688686 | 奥昔特 | th | 4.51 | 138亿 | 50.24 | | 600366 | 宁波韵升 | 1 | 4.42 | 166亿 | ...

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of August 11, with notable amounts in billions of yuan [1] Group 1: Stock Performance - The leading stock with capital inflow is Tonghuashun, attracting 678 million yuan [1] - Dongfang Caifu follows closely with an inflow of 664 million yuan [1] - Xinyi Sheng received 636 million yuan in capital inflow [1] Group 2: Notable Companies - Tianqi Lithium saw an inflow of 554 million yuan, indicating strong investor interest [1] - Kweichow Moutai attracted 524 million yuan, reflecting its continued market strength [1] - Guosheng Jinkong received 482 million yuan, showcasing its appeal to investors [1] Group 3: Additional Stocks - Shenghong Technology had an inflow of 448 million yuan, indicating positive market sentiment [1] - GoerTek attracted 374 million yuan, suggesting robust demand for its products [1] - Dazhong Laser received 373 million yuan, reflecting investor confidence [1] Group 4: Other Significant Inflows - Zhongji Xuchuang had an inflow of 366 million yuan, indicating growing interest [1] - Luxshare Precision attracted 365 million yuan, showing its competitive position [1] - Zhihuan received 341 million yuan, reflecting its market potential [1] Group 5: Remaining Stocks - Zhongheng Electric had an inflow of 315 million yuan, indicating investor interest [1] - Maigemeite attracted 296 million yuan, showcasing its market presence [1] - Huasheng Tiancai received 277 million yuan, reflecting its growth prospects [1] - Shanghai Electric had an inflow of 264 million yuan, indicating stability [1] - Lens Technology attracted 229 million yuan, suggesting strong demand [1] - Weichai Heavy Industry received 225 million yuan, reflecting its market position [1] - Innovation Medical attracted 219 million yuan, indicating potential growth [1] - Electronic Science and Technology Chip received 213 million yuan, showcasing investor confidence [1]

证券时报·数据宝统计，截至今日上午10:29，上证综指3639.18点，收于半年线之上，涨跌幅0.11%，A 股总成交额为8327.86亿元。到目前为止，今日有103只A股价格突破了半年线，其中乖离率较大的个股 有视源股份、长源东谷、蓝思科技等，乖离率分别为9.28%、7.24%、4.63%；振华科技、汉宇集团、芯 海科技等个股乖离率较小，刚刚站上半年线。 8月11日突破半年线个股乖离率排名 | 600248 | 陕建股 | | 1.78 | 0.56 | 3.94 | 4.01 | 1.72 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | | 003006 | 百亚股 | | 2.58 | 1.1 1 | 27.00 | 27.44 | 1.61 | | | 份 | | | | | | | | 605286 | 同力日 升 | | 1.82 | 0.78 | 38.53 | 39.15 | 1.61 | | 000821 | 京山轻 机 | | 1.77 | 1.61 | 11.86 | 12.05 | 1.60 ...

Group 1 - The core point of the article highlights that Lens Technology (06613) has seen a stock increase of over 4%, currently trading at 21.56 HKD with a transaction volume of 172 million HKD [1] - Apple has announced an investment of 2.5 billion USD (approximately 179.65 billion RMB) to jointly build a glass substrate production line with Corning in Kentucky, USA, specifically for iPhone and Apple Watch [1] - Corning, a supplier of glass substrates for Apple, has production bases in the USA, Japan, South Korea, and Chongqing, with the new facility in the USA aimed at producing next-generation glass materials [1] Group 2 - Lens Technology serves as the back-end processing supplier for Apple's glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] - Corning has distribution centers in Hong Kong and Hunan to supply Lens Technology, which does not bear the international shipping costs for glass substrates [1] - The establishment of the new production line in the USA is expected to help Lens Technology update and design more complex products, enhancing its market competitiveness [1]

Group 1 - Lens Technology (300433) (06613) shares rose over 4%, currently up 4.56% at HKD 21.56, with a trading volume of HKD 172 million [1] - Apple announced an investment of USD 2.5 billion (approximately RMB 17.965 billion) to jointly build a glass substrate production line with Corning in Kentucky, USA, specifically for iPhone and Apple Watch [1] - Corning is a supplier of glass substrates for Apple, with production bases in the USA, Japan, South Korea, and Chongqing [1] Group 2 - Lens Technology is a supplier for the back-end processing of Apple's glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] - Corning has distribution centers in Hong Kong and Hunan to supply Lens Technology, which does not bear the international shipping costs for glass substrates [1] - The new production line in the USA will produce next-generation glass substrates, which may help in obtaining tariff exemptions and allow Lens Technology to update and enhance designs for future products, thereby improving market competitiveness [1]

Group 1 - The company, Lens Technology, announced on August 7 that it has repaid 100 million yuan of temporary supplementary working capital ahead of schedule to the special account for raised funds [2]

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-061 蓝思科技股份有限公司 1 / 2 蓝思科技股份有限公司董事会 二○二五年八月八日 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。 蓝思科技股份有限公司（以下简称"公司"）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 7 月，公司合计提前归还了 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、7 月 4 日在巨潮资讯网（http://www.cninfo.com.cn） 等符合中国证监会规定条件的媒体上发布的《关于使用部分闲置募 ...