格隆汇8月7日｜隔夜美股市场苹果股价大涨5%，刺激A股市场苹果概念股集体走强。其中，卓兆点胶 涨超17%，朝阳科技10CM涨停，工业富联涨超7%，蓝思科技、海能实业、蓝特光学、东睦股份、强瑞 技术涨超6%，立讯精密、安利股份、恒铭达涨超5%，大族激光、鹏鼎控股、歌尔股份涨超4%。 消息 面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划将加 速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹果 CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙伴 包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 ...

Core Viewpoint - The company, Lens Technology, has made significant advancements in its humanoid robot business and is a key supplier in the flexible glass market for foldable smartphones [1] Group 1: Company Performance - As of August 6, 2025, Lens Technology's stock price is 23.24 yuan, reflecting a 1.57% increase from the previous trading day [1] - The trading volume on that day reached 15.05 billion yuan with a total of 651,178 hands traded, showing a volatility of 4.37% [1] Group 2: Business Developments - The company has delivered hundreds of complete humanoid robots to partners such as Zhiyuan Robotics and secured module and structural component shares with leading North American robot clients [1] - In the AI glasses sector, Lens Technology is the assembly partner for all products of Rokid [1] - The company has achieved breakthroughs in the foldable smartphone market, serving as a core global supplier of ultra-thin flexible glass and collaborating closely with multiple international clients on product development and mass production [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 藍思科技股份有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06613 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 262,256,800 | RMB | | 1 RMB | | | 262,256,800 | | 增加 / 減少 (-) | | | | | | RMB | | | | | 本月底結存 | | | 262,256,800 | RMB | | 1 RMB | | | 262,256,800 | | 2. 股份分類 | 普通 ...

Group 1 - The world's first robot 6S store has opened in Longgang District, Shenzhen, featuring over a hundred types of robots and a strong "cyberpunk" style, introducing a "six-in-one" system that includes leasing and personalized customization services [1][3] - The store aims to lower usage barriers through leasing and meet diverse scenario needs with customization, facilitating the transition of robots from laboratories to the market [1][3] - Over 200 companies in the supply chain are interested in entering the store, which is seen as an "innovation testbed" to accelerate technological iteration and commercialization in the robotics industry [1][3] Group 2 - Chen Jianyu, founder of Star Motion Era, stated that the humanoid robot industry is on the verge of substantial commercialization, expected to begin next year, focusing on practical capabilities in real-world scenarios [2][4] - The company has delivered over 200 products and is in mass production of 500 units, with major clients including ByteDance and Lenovo, aiming for a shipment target of 10,000 units next year [2][4] - The industry is currently establishing a technical consensus and exploring application scenarios and business models [2][4] Group 3 - The humanoid robot Ling Shu, developed by Youai Zhihui and Xi'an Jiaotong University, features a globally innovative "one brain, multiple forms" architecture, enabling collaboration among various robot forms [3][7] - Ling Shu is equipped with 33 degrees of freedom and omnidirectional movement capabilities, showcasing adaptability in complex environments [3][7] - The robot demonstrates potential in industrial applications such as electricity and semiconductors, leveraging AI algorithms for autonomous learning and path optimization [3][7] Group 4 - Lens Technology has delivered hundreds of humanoid robot units to partners in 2024 and is focusing on high-end intelligent manufacturing equipment through a joint venture with Zhiyuan Robotics [4][10] - The company is also providing core components like dexterous hands to various humanoid robot enterprises and is preparing for mass production of foldable screens and AI glasses [4][10] - In Q1 2025, Lens Technology reported revenue of 17.063 billion yuan, a year-on-year increase of 10.10% [4][10] Group 5 - Zero Point Robotics has completed three rounds of financing totaling over 100 million yuan within six months, focusing on embodied intelligence and planning to deliver 500 robots by the end of the year [5][13] - The company has received orders worth several million yuan, with intentions for nearly 100 million yuan, covering sectors like research education and hotel services [5][13] - Financing will be used for technological advancements and mass production, with a flexible production line starting shipments in August [5][13]

蓝思科技（300433）(06613)发布公告，于2025年8月6日因超额配售选择权获悉数行使而发行及配发 3933.84万股H股股份。 ...

天眼查商业履历信息显示，蓝思科技股份有限公司，成立于2006年，位于长沙市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本498306.9781万人民币，实缴资本 497347.9998万人民币。公司法定代表人为周群飞。 通过天眼查大数据分析，蓝思科技股份有限公司共对外投资了32家企业，参与招投标项目54次，知识产 权方面有商标信息95条，专利信息470条，此外企业还拥有行政许可149个。 来源：金融界 金融界消息 截至2025年8月6日收盘，蓝思科技（300433）报收于23.24元，上涨1.57%，换手率1.31%， 成交量65.12万手，成交金额15.05亿元。 资金流向方面，今日主力资金净流入4644.24万元，占比成交额3.09%。其中，超大单净流入4371.38万 元、占成交额2.91%，大单净流入272.86万元、占成交额0.18%，中单净流出流出3091.98万元、占成交 额2.06%，小单净流出1552.26万元、占成交额1.03%。 蓝思科技最新一期业绩显示，截至2025一季报，公司营业总收入170.63亿元、同比增长10.10%，归属净 利润4.29亿元，同比增长 ...

Group 1 - The core viewpoint of the news is that Lens Technology has successfully exercised its overall coordinator's 15% over-allotment option, resulting in the issuance of 39.3384 million shares at a price of HKD 18.18 per share, generating a net additional income of approximately HKD 711 million [3] - The stabilization period for the global offering has ended as of August 3, and Lens Technology has been added to the Hong Kong Stock Connect eligible securities list effective August 4 [3] - According to Ping An International, Lens Technology has strong growth momentum in the short, medium, and long term, driven by the increasing value of glass in ultra-thin and foldable smartphones over the next three years, which will enhance average unit price and gross margin [3] Group 2 - The penetration of UTG glass in foldable smartphones starting next year is expected to sustain the momentum for mobile phone cover glass [3] - The automotive glass business is anticipated to enter a harvest period next year, providing medium-term growth momentum [3] - Lens Technology's multi-material layout, including metals like aluminum and titanium, is maintaining an upward trend, while its potential new industries such as humanoid robots and AI glasses are expected to secure long-term growth space and certainty [3]

Group 1: Robotics and Automation - 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, providing comprehensive automation solutions [1] - The company has completed a strategic investment in Zhejiang Zhiding Robotics, which specializes in commercial intelligent cleaning robots, aiming for innovation in AI and robotics integration [1] - The company is supplying key components and assembly services to various humanoid robot companies, with confirmed shares in head modules and structural components for North American clients, anticipating large-scale production [1] Group 2: Automotive Business - The company has partnered with over 30 leading automotive enterprises, including major North American clients, covering multiple advanced driving platforms, with a market share of 20.9% in global intelligent automotive interaction systems [2] - The company has achieved breakthroughs in wireless charging modules, domain controllers, and automotive communication modules, expanding its automotive business boundaries [2] Group 3: Mobile Devices - The global shipment of foldable smartphones is expected to grow rapidly, with a compound annual growth rate of over 24%, driving demand for core glass and metal components [2] - The company is a leading global supplier of ultra-thin flexible glass (UTG), benefiting from its deep technical expertise and mature mass production capabilities, capturing significant market share in key components for foldable screens [2] - The company has been actively involved in the design, development, and production of foldable screen products, preparing for large-scale production based on customer needs [3] Group 4: 3D Glass Technology - The demand for 3D glass is expected to grow rapidly, with head brand effects driving market expansion, leading to a significant increase in the value of complex 3D structures [3] - The company has been a pioneer in developing and applying 3D curved glass since 2011, possessing core technologies and mass production experience, positioning itself to benefit from the new wave of 3D glass technology innovation [3]

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]