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 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-059 蓝思科技股份有限公司 关于回购公司股份进展的公告 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。 蓝思科技股份有限公司（以下简称"公司"）于2025年4月7日召开第五届董 事会第四次会议，审议通过了《关于回购公司股份方案的议案》，同意公司使用 自有资金或自筹资金以集中竞价交易方式，回购公司部分已发行的人民币普通股 （A股）股份，用于实施员工持股计划或股权激励计划。本次回购金额不低于人 民币5亿元（含）且不超过人民币10亿元（含），回购股份价格上限为34.60元/股 （根据公司2024年度权益分派实施情况调整后），回购股份期限为自公司董事会 审议通过本次回购股份方案之日起12个月内。2025年7月9日，公司首次实施了本 次股份回购。具体内容详见公司分别于2025年4月8日、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（以下简称"中 国证监会"）规定条件的媒体上发布的《关于回购公司股份方案的公告》《关于 首次实施回购公司股 ...

智通财经APP获悉，国泰海通发布研报称，根据映维网、JBD公众号，阿里自研的首款自研智能眼 镜"夸克AI眼镜"在WAIC 2025世界人工智能大会期间正式亮相，预计将在年内正式发布。政策面上， 《上海市下一代显示产业高质量发展行动方案》发布，其中《方案》提出，发展AI+AR、AI+MR等多 形态眼镜产品，鼓励下一代硅基微显示的产品模式与眼镜形态创新，加快推动全彩化、便携式智能眼镜 产品研发。看好大厂AI+AR眼镜密集发布催化及大模型多模态迭代对AI+AR眼镜交互能力的提升。 《上海市下一代显示产业高质量发展行动方案》(2026-2030年)于7月22日印发，《方案》提出，发展 AI+AR、AI+MR等多形态眼镜产品，聚焦轻量化、低功耗、高分辨率、大视场角等关键技术指标，推 动显示器件、波导镜片、核心芯片等关键部件迭代创新，持续提升产品性能，鼓励下一代硅基微显示的 产品模式与眼镜形态创新，加快推动全彩化、便携式智能眼镜产品研发。 全球AI眼镜出货量有望高速增长 Meta与雷朋联名的Rayban-MetaAI眼镜自2023年9月推出销量已突破200万台，25年Meta有望发布带显示 的AR眼镜；Rokid Gla ...

Core Viewpoint - Lens Technology has been awarded the "Supply Chain Influence Award" and included in the "ESG Investment Value List" by Securities Star for its outstanding practices in the Environmental, Social, and Governance (ESG) fields [1][4]. Environmental Practices - Lens Technology integrates green concepts throughout its entire supply chain, focusing on clean energy alternatives, resource recycling, and innovative production processes to establish a low-carbon management system [4]. - In 2024, the company implemented 75 energy-saving technical reform projects, saving 386,000 tons of water and 80.49 million KWH of electricity [4]. - The company achieved over 2.4 billion KWH of clean energy applications through measures such as photovoltaic power generation and green electricity procurement, resulting in a carbon reduction of 2.7 million tons of CO2e [4]. Social Contributions - Lens Technology emphasizes collaborative innovation in emerging fields such as consumer electronics and smart vehicles, investing in cutting-edge technology research and development [5]. - The company actively promotes public welfare initiatives focusing on educational equity, rural revitalization, and disaster relief, exploring sustainable models to empower disadvantaged groups [5]. - Lens Technology is committed to creating a diverse and inclusive workplace, enhancing career development opportunities, and ensuring health and safety for its employees [5]. Corporate Governance - The company continuously optimizes its board decision-making mechanisms and strengthens risk management and compliance to align long-term interests among shareholders, employees, suppliers, and customers [5]. - Lens Technology builds a transparent and efficient information disclosure system to uphold its commitment to social responsibility through high standards of corporate governance [5]. Future Commitment - Lens Technology aims to continue promoting the integration of green development and social responsibility, contributing to sustainable development efforts [6].

Core Insights - The "Talent Exhibition for Hunan's Advanced Manufacturing Industry" event was held on July 29, 2023, facilitating connections between over 100 advanced manufacturing companies in Hunan and 150 universities nationwide, resulting in more than 500 intended agreements and over 100 signed contracts [1][3] Group 1: Event Overview - The event was guided by the Hunan Provincial Human Resources and Social Security Department and the Hunan Provincial Education Department, aiming to enhance talent matching and support initiatives for attracting talent to Hunan [3] - The event featured presentations from companies like Zoomlion, Yuanda Technology Group, and Hunan Yimisen Technology, showcasing their core recruitment needs and talent development systems [3][5] Group 2: Participation and Impact - The participating companies spanned key sectors such as engineering machinery, rail transportation, new energy, digital industries, and aerospace, with a focus on maximizing the matching efficiency between job openings and university graduates [5] - The event allowed companies to streamline communication with multiple universities simultaneously, significantly reducing time and cost associated with recruitment [5] Group 3: Future Collaboration - Universities such as Renmin University of China and Beihang University attended to align talent training with industry needs, indicating a commitment to deeper collaboration with Hunan's advanced manufacturing sector [7] - The event included site visits to leading companies like Yuanda Group and Zoomlion, facilitating in-depth discussions and partnerships between educational institutions and industry leaders [7] Group 4: Ongoing Activities - The event will continue until July 30, 2023, with both online and offline activities, including policy consultation areas and a cloud recruitment fair running until the end of August [7]

Core Viewpoint - The AI Fund Xingquan Green Investment Mixed (LOF) reported a profit of 92.387 million yuan for Q2 2025, with a net asset value growth rate of 3.57% during the period [2]. Fund Performance - As of July 21, the fund's unit net value was 1.251 yuan, and its scale reached 2.729 billion yuan by the end of Q2 2025 [2][14]. - The fund manager, Zou Xin, oversees two funds, both of which have shown positive returns over the past year [2]. - The fund's one-year cumulative net value growth rate is 23.98%, ranking 46 out of 132 comparable funds [2]. Investment Strategy - The fund's investment approach focuses on three dimensions: major industry contradictions, competitive advantages of enterprises, and a balance of research depth and pricing [2]. Comparative Performance - Over the past three months, the fund's cumulative net value growth rate was 11.80%, ranking 47 out of 132 comparable funds [2]. - The fund's six-month cumulative net value growth rate was 12.30%, ranking 46 out of 132 comparable funds [2]. - The fund's three-year cumulative net value growth rate was -17.52%, ranking 85 out of 127 comparable funds [2]. Risk Metrics - The fund's three-year Sharpe ratio is -0.0744, ranking 81 out of 129 comparable funds [7]. - The maximum drawdown over the past three years was 42.11%, with the largest single-quarter drawdown occurring in Q1 2022 at 20.25% [9]. Portfolio Composition - The average stock position over the past three years was 88.8%, compared to the industry average of 86.09% [12]. - The fund's top ten holdings include companies such as CATL, Jifeng Co., Desay SV, and others [17].

Core Viewpoint - The AI Fund Jin Ying Responsible Investment Mixed A (011155) reported a profit of 224,400 yuan in Q2 2025, with a net value growth rate of 1.55% and a fund size of 15.244 million yuan as of the end of Q2 2025 [3][16]. Fund Performance - The fund's weighted average profit per share for the period was 0.0071 yuan [3]. - As of July 18, 2025, the fund's unit net value was 0.528 yuan [3]. - The fund's one-year cumulative net value growth rate reached 11.43%, the highest among its peers, while the lowest was 2.26% for Jin Ying New Energy Mixed A [3]. Market Analysis - In Q2 2025, the CSI 300 Index rose by 1.25% and the Hang Seng Index increased by 4.12% [3]. - Sectors such as military, banking, communication, media, and agriculture performed well, while food, home appliances, steel, building materials, and automotive sectors lagged [3]. - Concerns about the sustainability of demand for cyclical consumer goods have emerged after subsidy stimuli since last year, while AI-related industries, particularly export-related, showed significant performance growth following easing trade war tensions [3]. Investment Strategy - For Q3 2025, the fund will focus on AI technological advancements, emerging consumer trends, and innovative pharmaceuticals, maintaining a high allocation in Hong Kong stocks [4]. - The fund will adopt an active investment strategy, emphasizing growth in A-shares and internet sectors in Hong Kong [4]. Comparative Performance - As of July 18, 2025, the fund's three-month cumulative net value growth rate was 13.85%, ranking 136 out of 328 comparable funds [4]. - The six-month cumulative net value growth rate was 15.33%, ranking 97 out of 328 [4]. - The fund's three-year cumulative net value growth rate was -37.90%, ranking 239 out of 249 [4]. Risk Metrics - The fund's three-year Sharpe ratio was -0.4456, ranking last among comparable funds at 249 out of 249 [10]. - The maximum drawdown over the past three years was 54.26%, with the largest single-quarter drawdown occurring in Q3 2023 at 29.88% [12]. Fund Holdings - As of Q2 2025, the top ten holdings of the fund included Tencent Holdings, Xiaomi Group-W, Pop Mart, China Oriental Education, Hong Kong Stock Exchange, CATL, Lens Technology, Huadian Technology, Zijin Mining, and AAC Technologies [19]. Fund Positioning - The average stock position over the past three years was 85.65%, with a peak of 91.94% at the end of H1 2025 and a low of 59.3% at the end of H1 2021 [15].

Group 1 - The core viewpoint of the article highlights the decline in fund sizes managed by prominent fund managers Zhang Kun and Xie Zhiyu during the second quarter, with Zhang's total fund size dropping to 55.047 billion yuan, a decrease of 5.775 billion yuan, and Xie's fund size at 39.266 billion yuan, down by approximately 446 million yuan [2] - Zhang Kun remains heavily invested in the consumer and technology sectors, increasing holdings in liquor stocks such as Wuliangye and Luzhou Laojiao, while reducing positions in Tencent Holdings and China Merchants Bank [2][3] - Xie Zhiyu has made new investments in Hong Kong innovative drug companies, including Innovent Biologics and Nuo Cheng Jianhua, while also increasing positions in his funds [2][12] Group 2 - Zhang Kun expressed that the pessimistic expectations in the market will eventually be broken, indicating that a sign of this would be when long-term government bond yields no longer remain at low levels that do not match economic development prospects [12] - Xie Zhiyu noted that the consumer sector is benefiting from an acceleration in policy subsidies, particularly in new consumption areas represented by tea drinks and trendy toys, although he cautioned that demand growth may face challenges in the second half of the year due to base effect declines [18] - The report indicates that Zhang Kun's flagship fund, E Fund Blue Chip, saw a decrease in size from 38.908 billion yuan to 34.943 billion yuan, with a stable stock position of 93.06% [3][5]

而对于蓝思科技而言，此次投资是对人形机器人领域的进一步布局。 从中科慧灵团队背景看，其创始团队的以往项目经验包含多个机器人研究，例如，参与开展人形机器人 火炬传递任务的视觉检测技术研究、参与电力巡检特种机器人系统研制、参与研制模块化开放式机器人 运动控制器、参与四足机器人环境感知与自主跟随项目和光学复合仿生视觉关键技术研制、承担操作型 服务机器人研究等。 团队项目经验还涉及机器人重要零部件研发，如参与轻量化绳驱机械臂研制与柔性控制技术研究、参与 四目仿生眼重大仪器设备系统研制、参与大飞机高锁螺母柔顺装配机器人系统研制等。 中科慧灵表示，公司探索人工智能与机器人技术的深度融合，在模块化硬件平台、类脑智能、执行智能 等关键核心技术板块不断突破技术壁垒，以点亮实际应用场景为使命，让具身智能从舞台迈向实用。 融资方面，2025年2月，该公司完成超亿元天使轮融资，由联想创投、国投创合领投；6月再获近亿元天 使+轮融资，由蓝思科技领投。其所募集资金将主要用于加速推进产品量产、技术研发迭代以及市场拓 展。 21世纪经济报道记者 张赛男 实习生许思佳 蓝思科技（300433.SZ）进一步加码人形机器人布局。 据企查查数据，蓝 ...

Core Viewpoint - The company has established a long-term partnership with a major North American client, enhancing its innovation capabilities and resilience against market cycles through collaborative development and ecosystem synergy [1] Group 1: Client Relationships - The company has a history of cooperation with its North American major client since the initial product generation, positioning itself as a core supplier [1] - Revenue from the North American major client has decreased as a percentage of total revenue, indicating growth in new clients, projects, and products [1] Group 2: Product and Service Offerings - The company collaborates with Rokid across multiple dimensions, providing a comprehensive range of services from design to assembly, leveraging its strong vertical integration capabilities [1] - In the robotics sector, the company has partnered with Zhiyuan Robotics to deliver the Lingxi X1 humanoid robot and has made strategic investments in related companies to enhance collaboration in technology innovation and cost optimization [1] Group 3: Market Position and Future Growth - The company aims to create the largest core manufacturing platform for embodied intelligent hardware in China, with plans to expand its product categories and services, driving rapid growth in its robotics business [1]