Group 1 - Blue Silicon Technology (300433) saw significant stock price increases, with Hong Kong shares rising over 7% and A-shares increasing over 4%, reflecting a trading volume of 9.13 billion and a turnover rate of 0.79% [1] - The company announced a partnership with Zhiyuan Robotics to establish Hunan Zhiqi Future Technology Co., focusing on high-end intelligent manufacturing equipment in the consumer electronics and new energy sectors [2] - Blue Silicon Technology is a key manufacturer and co-developer of the "Alipay Tap" payment terminal, which features a full metal design and NFC technology, significantly boosting its market presence and stock price [3] Group 2 - The strategic investment in Zhejiang Zhidong Robotics aims to enhance the company's offerings in commercial intelligent cleaning robots and A1+ robot integration [2] - The collaboration with Alipay has positioned Blue Silicon Technology as a leader in the mobile payment sector, with a market capitalization nearing 160 billion [3] - The company is also providing various components and assembly services for humanoid robot companies, with expectations for large-scale production following the acceleration of new model approvals by North American clients [2]

Group 1 - The stock of Lens Technology (300433) (06613) rose over 7% in early trading, currently up 4.49% at HKD 20.5, with a trading volume of HKD 175 million [1] - On August 3, Lens Technology announced that overall coordinators fully exercised a 15% over-allotment option, involving a total of 39.3384 million shares at a price of HKD 18.18 per share, resulting in a net additional income of approximately HKD 711 million [1] - The stabilization period for the global offering ended on the same day, and the Shenzhen Stock Exchange announced adjustments to the list of Hong Kong Stock Connect eligible securities, effective from August 4, including the addition of Lens Technology [1] Group 2 - According to Ping An International, Lens Technology has ample growth momentum in the short, medium, and long term, driven by the increasing value of glass per unit from ultra-thin and foldable smartphones over the next three years, which will enhance average unit price and gross margin [1] - Starting next year, the penetration of UTG glass in foldable smartphones is expected to sustain the momentum for mobile phone cover glass [1] - The automotive glass business is anticipated to enter a harvest period next year, providing medium-term growth momentum [1] - Lens Technology's diversified material layout, including metals like aluminum and titanium, continues to show an upward trend [1] - The company is also well-positioned in emerging industries such as humanoid robots and AI glasses, ensuring long-term growth potential and certainty [1]

Group 1 - The core point of the article is that Lens Technology (06613) experienced a significant stock price increase, with a rise of over 7% in early trading and a current price of 20.5 HKD, driven by positive market developments and growth prospects [1] - On August 3, Lens Technology announced that overall coordinators fully exercised a 15% over-allotment option, involving a total of 39.3384 million shares at a price of 18.18 HKD per share, resulting in a net additional income of approximately 711 million HKD [1] - The stabilization period for the global offering ended on the same day, and the Shenzhen Stock Exchange announced adjustments to the list of Hong Kong Stock Connect securities, effective from August 4, which included the addition of Lens Technology [1] Group 2 - According to浦银国际, Lens Technology has ample growth momentum in the short, medium, and long term, driven by the increasing value of single-unit glass due to the rise of ultra-thin and foldable smartphones over the next three years [1] - The average unit price and gross margin are expected to increase again, with the penetration of UTG glass in foldable phones starting next year, sustaining the momentum for mobile cover glass [1] - The automotive glass business is anticipated to enter a harvest period next year, providing medium-term growth momentum, while the company's diversified material layout, including metals like aluminum and titanium, continues to show an upward trend [1] - Lens Technology is also expanding into emerging industries such as humanoid robots and AI glasses, ensuring long-term growth potential and certainty [1]

Regulatory Changes - Recent tax regulations require individuals to declare and pay taxes on overseas stock trading income at a rate of 20% [1] - Taxpayers are allowed to offset gains and losses within the same tax year but not across different years [1] Market Performance - In July, wholesale sales of new energy passenger vehicles reached 1.18 million units, marking a 25% year-on-year increase but a 4% month-on-month decline [3] - A-share market saw 1.96 million new accounts opened in July, a 71% increase year-on-year and a 19% increase month-on-month, indicating a recovery in market activity [4] Corporate Developments - China Shipbuilding plans to absorb China Shipbuilding Heavy Industry, which may lead to the latter's stock being delisted [5] - A stock resumption is scheduled for Aug 5 for a company that reported a 12.5% increase in revenue but a 32.91% decrease in net profit due to foreign exchange losses [6] - A company has begun small-scale supply of humanoid robots, expecting sales revenue of approximately 10 million in 2025 [7] - A company plans to raise up to 730 million for projects related to precision gear manufacturing for new energy vehicles [8] - A company sold shares of China Power Construction for a total of 184 million, expecting a net investment gain of approximately 45.75 million [9] - Guizhou Moutai has repurchased 3.45 million shares for a total of 5.301 billion, representing 0.2748% of its total share capital [14] - A company is responding to government calls to reduce production capacity in the photovoltaic glass sector [15] - A company plans to acquire 51% of a semiconductor firm to facilitate its strategic transition into the semiconductor industry [17]

Group 1 - The company has established a joint venture with Zhiyuan Robotics to focus on high-end intelligent manufacturing equipment in the consumer electronics and new energy sectors [1] - The company has completed a strategic investment in Zhejiang Zhidong Robotics, which specializes in commercial intelligent cleaning robots, aiming for innovation in AI and robotics integration [1] - The company provides structural components and assembly services for various humanoid robot companies, including head modules, joint modules, dexterous hands, and torso shells [1] Group 2 - The company has secured a share of head modules and structural components with a leading North American robotics client, with dexterous hands and structural components currently in the sample submission process [1] - As the North American client accelerates the development of new models, the company is expected to achieve large-scale production and supply of related modules and structural components [1]

Core Viewpoint - The company, Lens Technology, has successfully introduced ultra-thin automotive laminated glass into new models for leading electric vehicle customers, with multiple domestic and international top brands quickly following suit, which is expected to create greater market opportunities for the company [1] Company Summary - Lens Technology has engaged in institutional research and reported the successful integration of ultra-thin automotive laminated glass into new models for major electric vehicle clients [1] - The company anticipates increased market space due to the rapid adoption of its products by several leading domestic and international brands [1]

Group 1: Foldable Screen Technology - The global shipment of foldable screen smartphones is expected to grow rapidly from 23.8 million units in 2024, with a compound annual growth rate (CAGR) exceeding 24% [1][2] - The company is a leading global supplier of ultra-thin flexible glass (UTG), benefiting from strong technical accumulation and patent layout [2] - Approximately 30% of the funds raised in the Hong Kong IPO (or HKD 1.377 billion) will be allocated for the technology reserve and capacity building of next-generation foldable screen components [2] Group 2: Automotive Business - The company has established partnerships with over 30 leading domestic and international automotive enterprises, achieving a market share of 20.9% in the global smart automotive interaction system solutions industry [3] - The company is expanding its automotive business, achieving breakthroughs in wireless charging modules and domain controller modules [3] - The lightweight automotive laminated glass developed by the company has been successfully introduced to new models of leading electric vehicle brands [3] Group 3: Humanoid Robotics - The company established a smart robotics division in 2016 and is collaborating with leading humanoid robotics companies to mass-produce humanoid robots [4] - The company aims to create a vertically integrated platform for intelligent hardware manufacturing, focusing on reducing costs and enhancing supply chain efficiency [4] - Since 2024, the company has delivered hundreds of humanoid robots to partners and is showcasing various robotic products at industry events [4] Group 4: AI Glasses - The company has been a core supplier of structural components for the first-generation smart headsets and collaborates with several leading North American AI glasses clients [5] - The company is the assembly partner for Rokid's entire series of AI glasses, enhancing product performance through proprietary technologies [5] - Future production capacity for optical modules and waveguide lenses is expected to alleviate industry bottlenecks [5] Group 5: Global Operations and Tariff Impact - The company has established production bases in Vietnam, Thailand, and Mexico since 2017 to enhance global operational capabilities [5] - The company has developed a global layout to quickly respond to market changes and customer needs, mitigating the impact of tariff policies [5] - The company maintains a high market share in the smartphone glass sector, with expectations for significant growth in 3D glass demand in the coming years [5]

及稳定价格期结束的公告 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。 一、悉数行使超额配售选择权情况 经香港联合交易所有限公司（以下简称"香港联交所"）批准，蓝思科技股 份有限公司（以下简称"公司"）262,256,800 股 H 股股票（行使超额配售选择 权之前）于 2025 年 7 月 9 日在香港联交所主板挂牌并上市交易（以下简称"本 次发行"）。公司 H 股股票中文简称"藍思科技"，英文简称"Lens"，股份 代号"6613"，具体内容详见公司于 2025 年 7 月 9 日在巨潮资讯网 （http://www.cninfo.com.cn）等符合中国证券监督管理委员会规定条件的媒体上 披露的《关于境外上市外资股（H 股）挂牌并上市交易的公告》。 根据本次发行方案，公司同意由整体协调人（代表国际承销商）于 2025 年 8 月 3 日悉数行使超额配售选择权，按发售价每股 H 股股份 18.18 港元（不包括 经纪佣金、香港证监会交易征费、香港联交所交易费及香港会财局交易征费）发 行 39,338,400 股 H 股股份。前述超额配售选择权悉数行使后，本 ...

编辑 杨娟娟 新京报贝壳财经讯 8月4日，深交所发布公告称，因峰岹科技、蓝思科技在香港市场价格稳定期结束且 相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证 券名单发生调整，调入峰岹科技、蓝思科技，自2025年8月4日起生效。 ...

（记者 王晓波） 每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 每经AI快讯，蓝思科技（SZ 300433，最新价：22.15元）8月1日晚间发布公告称，截至2025年7月31 日，公司通过回购专用证券账户，以集中竞价方式累计回购公司股份数量约32万股，占公司A股总股本 的0.006474%，最高成交价为22.65元/股，最低成交价为22.5元/股，支付的总金额约为727万元，回购实 施情况符合相关法律法规的要求和公司既定回购方案。 2024年1至12月份，蓝思科技的营业收入构成为：电子元器件制造业占比100.0%。 ...