证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-053 蓝思科技股份有限公司 关于收到股票回购《贷款承诺函》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。 二、本次获得融资支持情况 2025年7月1日，公司收到中信银行长沙分行出具的《贷款承诺函》，主要内 容如下： 1、贷款金额：最高不超过90,000万元人民币（该回购专项贷款额度不代表 公司对回购金额的承诺，具体回购股份的金额以回购完毕或回购实施期限届满时 公司的实际回购情况为准） 2、贷款利率：1.8% 3、贷款期限：单笔业务不超过3年 重要提示： 蓝思科技股份有限公司（以下简称"公司"）收到中信银行股份有限公司长 沙分行（以下简称"中信银行长沙分行"）出具的《贷款承诺函》，其将为公司 提供不超过9亿元的贷款，专项用于支持公司回购股票。 一、回购方案概述 基于对公司未来发展前景的信心和对公司价值的认可，为维护广大投资者合 法权益，增强投资者信心，进一步完善公司长效激励机制，激发关键管理人员、 技术及业务骨干等人才的工作热情，促进公司长期健康发展。结合公司财务和经 营状况，公司于2 ...

Core Viewpoint - Beijing Zhongke Huiling Robot Technology Co., Ltd. (Lingbao CASBOT) has completed nearly 100 million yuan in angel financing, led by Lens Technology, to accelerate product mass production, technology development, and market expansion [3][5][11] Financing and Investment - Lingbao CASBOT has completed three rounds of financing, with the previous round being over 100 million yuan on February 18, 2025 [3][5] - The latest financing will enhance Lingbao CASBOT's competitive advantage in technology and commercialization [3][5] Strategic Partnerships - Lens Technology will provide key components and assembly support to accelerate the mass production of humanoid robots [5][6] - The company has established strategic partnerships with major players in the humanoid robot sector, including a joint venture with Zhiyuan Robotics to focus on intelligent robot development and AI algorithm [7][9][27] Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, CASBOT 01, in November 2023, featuring 52 degrees of freedom and a computing power of 550T [16][22] - The company introduced CASBOT 02, a lightweight model, priced at 328,800 yuan, which achieved sales of 675,856 yuan during the 618 shopping festival [16][22] Technological Innovation - The company has developed a five-finger bionic dexterous hand capable of precise operations, suitable for industrial manufacturing tasks [18][22] - Lingbao CASBOT employs a layered end-to-end model technology for software, enhancing the robot's intelligence and flexibility [22][23] Market Positioning - Lingbao CASBOT aims to penetrate unique application scenarios such as emergency rescue and underground operations, differentiating itself from competitors focused on industrial manufacturing [25][28] - The humanoid robot sector is experiencing significant growth, with upstream core supply chain companies expected to benefit from this trend [12][28]

7月2日，《财富》（中文版）发布了2025年中国最具影响力的商界女性榜单（Most Powerful Women，简称MPW）。这份榜单始于2010年，在过去的十多 年里，中国商界几乎所有重要的女性领导者都在其中有迹可循。 立讯精密的王来春连续第三年位列榜首。曾经是流水线工人的王来春创立了立讯精密，并将其从一家小型代工厂发展为《财富》世界500强企业。 "果链"企业的女性创始人们在今年的榜单上引人瞩目。 和王来春一同登上这份榜单的同行还包括蓝思科技的周群飞和领益智造的曾芳勤。她们在全球政 治经济局势复杂多变的背景下，通过全球产能布局、核心技术创新、多元化客户结构、积极切入新能源汽车和人工智能（AI）硬件等新赛道，来应对不 确定性。立讯精密在一份声明中表示：公司始终将风险控制前置到战略决策中。 "果链"不仅仅是一套难以被复制的制造生态系统，更是中国制造向中国创造跃升过程的缩影，彰显了中国企业在地缘政治动荡中的定力与韧性。 中国的创意经济在数字技术的驱动下展现出巨大活力。 由高准担任首席财务官的字节跳动是全球最重要的社交媒体公司，估值已经超过3,000亿美元，该 公司也在AI赛道上加紧步伐，其豆包大模型成为自De ...

Core Viewpoint - Lens Technology (300433.SZ) is advancing its H-share IPO process in Hong Kong, aiming to raise approximately 43 billion RMB to enhance its global strategy and diversify its product offerings [1][7]. Group 1: IPO Details - The IPO will involve a base issuance of approximately 262 million shares, with a price range set between 17.38 HKD and 18.18 HKD, potentially raising around 46.63 billion HKD (approximately 43 billion RMB) if the midpoint price is used [1][7]. - The IPO process has progressed rapidly, taking about 100 days from the announcement to the start of the offering [7]. - The offering is set to conclude on July 4, with the price announcement on July 8 and trading commencing on July 9 [8]. Group 2: Strategic Objectives - The company aims to allocate 28% of the raised funds to expand its overseas business and 48% to diversify its product and service offerings [10]. - Lens Technology plans to establish new production lines in Vietnam and Thailand for smart terminal components and smart automotive products, expected to be operational by the end of 2025 [10]. Group 3: Diversification and Revenue Trends - The company is actively reducing its reliance on Apple, with sales to Apple decreasing from 71% in 2022 to 49.45% in 2024 [2][12]. - Revenue from smartphones and computers still constitutes about 82% of total revenue in 2023 and 2024, but the company anticipates further diversification in the coming years [12]. - Lens Technology's revenue has shown consistent growth, with figures of 466.99 billion RMB in 2022, 544.91 billion RMB in 2023, and projected 698.97 billion RMB in 2024, alongside net profits increasing from 24.48 billion RMB to 36.24 billion RMB over the same period [12].

Market Overview - The US Senate passed a tax reform bill, with the House of Representatives set for a final vote on Wednesday[8] - The Shanghai Composite Index rose by 0.39% to 3457.75 points, while the Shenzhen Component increased by 0.11%[1] - The Hang Seng Index fell by 0.87% to 24072.28 points, with the Hang Seng Tech Index down 0.72% and the Hang Seng China Enterprises Index down 0.96%[1] Banking Sector - Major US banks, including JPMorgan Chase and Goldman Sachs, raised quarterly dividends after passing the Federal Reserve's stress tests[12] - JPMorgan's board authorized a $50 billion stock buyback program[12] Economic Indicators - US personal income decreased by 0.4% in May, while personal spending fell by 0.1%[17] - The PCE price index year-on-year increased to 2.3% in May, with the core PCE price index at 2.7%[17] Trade Relations - Trump threatened to impose high tariffs on Japan and other countries, potentially forcing Japan to pay tariffs of 30% or 35%[12] - The US Treasury Secretary expressed hope for faster exports of rare earth magnets from China following a recent agreement[12]

Group 1 - The core focus is on high-quality development and the construction of a modern industrial system to inject vitality into economic growth [1][8] - Emphasis on leveraging the advantages of key industries and accelerating project construction to enhance enterprise cultivation [1][8] - The importance of chain-leading enterprises in driving industrial collaboration and innovation is highlighted [8] Group 2 - Companies such as GAC Aion, SANY, and BYD are under review for their operational status and project progress [3][8] - Encouragement for enterprises to grasp industry trends and enhance R&D capabilities to expand market share [13] - Local parks and relevant departments are urged to provide effective services to boost enterprise confidence and create a favorable development environment [14]

Core Viewpoint - Lens Technology, a dual supplier for "fruit chain" and "rice chain," has officially entered the public offering stage for its Hong Kong IPO, aiming to raise funds for R&D and overseas capacity expansion [1][4]. Group 1: IPO Details - The company plans to issue approximately 262 million H-shares, with 28.84 million shares available for Hong Kong and about 233 million for international sales [4]. - The price range for the shares is set between HKD 17.38 and HKD 18.18, with expected net proceeds of HKD 4.59 billion [4]. Group 2: Financial Performance - Revenue projections for Lens Technology from 2022 to 2024 are 46.7 billion, 54.5 billion, and 69.9 billion yuan, respectively, with adjusted net profits of 2.52 billion, 3.10 billion, and 3.84 billion yuan [4]. - The adjusted net profit margins are forecasted at 5.4%, 5.7%, and 5.5% for the same period [4]. Group 3: Business Segments - The revenue share from the smart automotive and cockpit business increased from 7.7% in 2022 to 9.2% in 2023, before decreasing to 8.5% in 2024 [4]. - The smart automotive segment is now the second-largest business for the company, including products like electronic glass, windshields, and dashboards [4]. Group 4: Strategic Partnerships and Future Growth - Xiaomi is a cornerstone investor, and the company anticipates expanding collaboration with Xiaomi beyond smartphones into wearables, automotive, and home appliances [1][4]. - The management emphasizes the importance of the folding screen market, positioning it as a new growth point, especially with advancements in Apple's folding screen technology [6][7]. Group 5: Global Expansion and Supply Chain Resilience - The company plans to enhance its global business layout and supply chain resilience, with potential expansions in Vietnam and Thailand to meet the demand for precision manufacturing solutions [6]. - The management believes that the demand for AI devices and humanoid robots will drive future growth, with aspirations to become the largest humanoid robot manufacturing base globally [7].

Company Highlights - Hanyu Pharmaceutical expects a net profit of 142 million to 162 million yuan for the first half of 2025, benefiting from increased global market demand and successful product approvals [1] - Taotao Automotive anticipates a net profit growth of 70% to 98% year-on-year for the first half of 2025, driven by enhanced brand influence and improved operational efficiency [2] - Xiaogoods City projects a net profit increase of 13% to 17% for the first half of 2025, attributed to growth in main business revenue and trade fulfillment services [2] - Hongxin Electronics signed contracts totaling 373 million yuan for computing power services through its subsidiaries [3] - Alloy Investment's controlling shareholder will change to Jiuzhou Hengchang, leading to the resumption of trading [3] - Hangzhou High-tech is planning a change in control, with a suspension of trading expected for no more than two trading days [4] - Junpu Intelligent signed a sales framework contract for humanoid robots worth 28.25 million yuan [7] - Lens Technology plans to issue 262 million H-shares globally, with an initial price range set between 17.38 and 18.18 HKD [8] - Saintno Biopharmaceuticals received a drug registration certificate for its product, further enhancing its market competitiveness [12] Investment & Contracts - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant, aligning with national energy policies [17] - China Railway Construction won a contract worth 3.781 billion yuan for the China-Kyrgyzstan-Uzbekistan railway project [27] - China Railway secured contracts totaling approximately 5.343 billion yuan for the same railway project [28] - Zhongtian Technology's subsidiary won multiple marine energy project contracts totaling about 1.722 billion yuan [29] - Lande Group intends to acquire a 20.1667% stake in Jujia Technology for up to 121 million yuan, enhancing its capabilities in high-performance materials [21][22] Financing & Capital Increase - Yiwei Lithium Energy submitted an application for H-share issuance and listing in Hong Kong [30] - Jiadou Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [30] - Helin Micro-Nano is preparing to issue H-shares for listing in Hong Kong [30] Other Developments - Renfu Pharmaceutical received approval for its midazolam injection in France, with expected annual sales of approximately 33 million USD [31] - Kanghong Pharmaceutical obtained a drug registration certificate for its eye drop product, enhancing its product pipeline in the ophthalmology sector [32]

Core Viewpoint - Lens Technology, a leading player in the Apple supply chain, is entering the Hong Kong IPO phase, with the offering scheduled from June 30 to July 4, 2025, and expected trading to begin on July 9, 2025 [1] Group 1: IPO Details - The company plans to issue approximately 262 million H-shares, with 28.84 million shares for Hong Kong and around 233 million shares for international offerings [1] - The expected price range for the shares is between HKD 17.38 and HKD 18.18, with a trading unit of 200 shares [1] - The anticipated net proceeds from the IPO, based on a median price of HKD 17.78, are estimated to be approximately HKD 45.90 billion after expenses [2] Group 2: Use of Proceeds - About 48% of the funds raised will be used to enrich and expand the product and service portfolio, 28% for expanding overseas operations, 14% for enhancing vertical integration and smart manufacturing capabilities, and 10% for working capital and other general corporate purposes [2] Group 3: Market Context and Investor Sentiment - The Hong Kong IPO market is currently attracting significant attention, with many consumer electronics companies pursuing listings [1] - The pricing of Lens Technology's shares reflects a discount of about 25% compared to its A-share price, which aligns with the general trend of Hong Kong shares trading at a discount to A-shares [2] - Previous listings, such as CATL and Hansoh Pharma, have seen their H-shares outperform A-shares, raising investor expectations for Lens Technology [2] Group 4: Cornerstone Investors - The IPO has attracted notable cornerstone investors, with a total subscription amount of approximately USD 191 million (around HKD 1.49 billion) from various well-known investment institutions [3] - Key investors include Xiaomi, UBS AM Singapore, and Oaktree, among others, with Xiaomi and Seiyun Electric each committing USD 10 million [3][4] Group 5: Strategic Goals - The company aims to diversify its financing channels and has broader strategic ambitions, including expanding and optimizing production capacity, enhancing global presence, and improving smart manufacturing systems [6] - Plans include establishing new production lines in Vietnam and Thailand for smart terminal components and smart automotive products, with operations expected to commence by the end of 2025 [6][7] Group 6: Client Diversification - Lens Technology is actively working to reduce its reliance on Apple, with sales to its largest client projected to decrease from 71% in 2022 to below 50% by 2025 [8] - The company is focusing on expanding its customer base and product offerings, including investments in next-generation smart terminal technologies and other sectors like smart automotive and VR products [8][9]

Group 1 - The company, Lens Technology, announced a global offering of H-shares with a base issuance of 262 million shares [1] - The initial price range for the H-share issuance is set between HKD 17.38 and HKD 18.18 [1] - The H-shares are expected to be listed and start trading on the Hong Kong Stock Exchange on July 9, 2025 [1]