蓝思科技遭小摩减持，机构评级中性，股价短期承压

Group 1 - Morgan Stanley reduced its stake in Lens Technology by approximately 396,300 shares, bringing its holding percentage down to 5.88% [2] - Lens Technology is currently validating its aerospace-grade UTG flexible glass technology and has initiated recruitment for the Spring Festival, offering a maximum signing bonus of 3,000 yuan, indicating business expansion needs [2] - The A-share price of Lens Technology closed at 34.29 yuan on February 13, down 1.38%, while the Hong Kong stock closed at 27.82 HKD on February 20, up 2.28%, reflecting market divergence [2] Group 2 - On February 13, the A-share market experienced a net outflow of approximately 103 million yuan, with retail investors dominating the inflow, indicating short-term pressure on the capital market [3] - According to the latest institutional research, Lens Technology has a comprehensive target price of 38.40 yuan, suggesting an upside potential of about 11.99% from the current A-share price, with a forecasted average annual compound growth rate of over 30% for net profit from 2025 to 2027 [4]