5. 2025 年 5 月与苹果、英伟达签订新一代 Vision Pro 供应链备忘录，锁定未来三年订单规模超 300 亿 元。 蓝思科技中国区总裁、董秘江南： 在苹果供应链的生态圈层中，一批兼具专业背景与实战经验的"明星董秘"正脱颖而出，在消费电子的周 期波动中，书写着中国电子制造企业的突围故事。他们以对行业的深刻理解、对资本市场的精准把控， 推动企业穿越周期，实现市值稳步增长，展现了卓越的战略眼光、市场管理能力和资本运作水平。本文 通过盘点果链市值前五位董秘的成功经验，为上市公司提供治理与价值创造的参考范本。 立讯精密董秘黄大伟： 1. 任期从2024 年 2 月 A股市值跌至1180 亿元，仅用 8 个月反弹至 2025 年 5 月 2270 亿元新高，区间最 大涨幅 92%，稳居果链市值第一位。 2. 主导完成 2024 年 120 亿元可转债发行，票面利率 0.2%，创消费电子行业最低票面纪录，机构认购倍 数 5.8 倍。 3. 2024 年度股东大会首次实现线上+线下全球双语直播，参会机构数由 2023 年的 87 家增至 264 家，境 外长线资金持股比例由 18% 提升至 34%。 4. 搭建 ...

深交所公告，港股通标的证券名单发生调整并自2025年08月04日起生效，调入FORTIOR、蓝思科技。 ...

每经AI快讯，8月4日，深交所公告，港股通标的证券名单发生调整并自2025年08月04日起生效，调入 FORTIOR、蓝思科技（300433）。 ...

人民财讯8月4日电，深交所公告，港股通标的证券名单发生调整并自2025年08月04日起生效，调入 FORTIOR、蓝思科技（300433）。 ...

Group 1 - The Shenzhen Stock Exchange announced adjustments to the list of securities eligible for the Hong Kong Stock Connect, with FORTIOR (01304.HK) and Lens Technology (06613.HK) being added to the list [1]

Core Viewpoint - Lens Technology (300433) (06613) announced the full exercise of the over-allotment option on August 3, 2025, involving a total of 39.3384 million H-shares, accounting for approximately 15.0% of the initially available shares for subscription under the global offering [1] Group 1 - The over-allotment shares will be issued at a price of HKD 18.18 per H-share [1] - The over-allotment shares will be used to expedite the delivery of H-shares to subscribers who agreed to delay their delivery under the global offering [1] - The stabilization period for the global offering will end on August 3, 2025, which is the 30th day after the submission deadline for the Hong Kong public offering application [1]

Core Insights - The sixth China Robotics Academic Annual Conference (CCRS2025) is being held in Changsha, focusing on "Human-Machine Integration, Intelligent Future" and attracting over 3,000 experts and representatives from around the world to discuss cutting-edge robotics technology and industry applications [1][2]. Company Highlights - Bluesi Technology showcased various robotic products and core components at the conference, transforming their booth into an interactive "robot skills showcase" [1][2]. - The company has nearly 30 years of experience in precision manufacturing for consumer electronics and smart vehicles, successfully extending its technological advantages into humanoid robotics, offering a one-stop service capability from design to manufacturing and delivery [5][6]. - Since 2016, Bluesi Technology has developed and mass-produced various industrial robots, significantly enhancing smart manufacturing levels and production efficiency [6]. Technological Advancements - Bluesi Technology has independently developed key components such as six-dimensional torque sensors and planetary roller screws, achieving mass production and providing solutions for robot exteriors through advanced technologies [6]. - The company possesses strong capabilities in embodied intelligent algorithm development, robotic operating systems, skill development, and human-machine interaction, continuously improving the intelligence level of robots [6]. Future Directions - Bluesi Technology is actively building a multi-scenario innovation integration loop, expanding robotic applications from industrial manufacturing to commercial and household services [7]. - The company has established a joint venture with Zhiyuan Robotics to develop key technologies and core components, aiming to create the largest embodied intelligent hardware manufacturing platform in China [7]. - Looking ahead, Bluesi Technology aims to deepen the integration of AI and robotics technology, striving to create an integrated embodied intelligent system that evolves humanoid robots from functional to general-purpose, enhancing production and living standards globally [7].

Group 1 - The company approved a share repurchase plan using its own or raised funds, with a total repurchase amount between RMB 5 billion and RMB 10 billion, and a maximum repurchase price of RMB 34.60 per share [1] - The repurchase period is set for 12 months from the date of board approval, which was on April 7, 2025 [1] - The company initiated the first share repurchase on July 9, 2025, and has disclosed relevant announcements on its official website [1] Group 2 - As of July 31, 2025, the company repurchased a total of 322,600 shares, representing 0.006474% of its total A-share capital, with a total expenditure of RMB 7,267,695 [2] - The highest transaction price during the repurchase was RMB 22.65 per share, while the lowest was RMB 22.50 per share [2] - The repurchase activities complied with relevant laws and regulations, as well as the company's established repurchase plan [2]

格隆汇8月1日丨蓝思科技(300433.SZ)公布，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32.26万股，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22.50元/股，支付的总金额为726.7695万元(不含交易费用) ...

Group 1 - The company, Lens Technology, announced a share buyback program, having repurchased a total of 322,600 shares, which represents 0.006474% of its total A-share capital [1] - The highest transaction price during the buyback was 22.65 CNY per share, while the lowest was 22.50 CNY per share [1] - The total amount paid for the repurchased shares was 7,267,695 CNY, excluding transaction fees, and the buyback implementation complies with relevant laws and regulations as well as the company's established buyback plan [1]