Investment Rating - The report assigns a "Buy" rating to the company with a target price of 10.01 CNY [5][21]. Core Insights - The company is a long-established leader in the glass industry, accelerating its transformation with a focus on automotive glass and TCO (Transparent Conductive Oxide) glass production [2][11]. - The automotive glass market is rapidly expanding, with the company achieving nationwide operational rights and accelerating new vehicle partnerships, which is expected to enhance both volume and profitability [16][24]. - The TCO glass production is nearing mass production, with the company having a leading position in online coating technology, poised to benefit from the upcoming demand surge [17][18]. Financial Summary - The company’s total revenue is projected to reach 5.588 billion CNY in 2023, with a growth forecast of 10.3% to 6.418 billion CNY by 2027 [4][18]. - Net profit is expected to recover from a loss of 125 million CNY in 2023 to a profit of 279 million CNY by 2027, reflecting a significant turnaround [4][18]. - Earnings per share (EPS) are forecasted to increase from -0.13 CNY in 2023 to 0.29 CNY in 2027 [4][18]. Company Overview - The company, established in 1983, is a Sino-British joint venture, with major shareholders including Shanghai Building Materials Group and NSG Group [23][15]. - The governance structure is stabilizing, with Shanghai Building Materials Group increasing its shareholding over the years [31][15]. - The company is focusing on upgrading its deep processing capabilities through targeted fundraising for technological improvements [30][2]. Automotive Glass Market - The automotive glass segment is projected to grow significantly, with revenue expected to reach 20.86 billion CNY in 2025, driven by increased demand for electric and smart vehicles [18][19]. - The gross margin for automotive glass is anticipated to improve from 10.25% in 2023 to 15.00% by 2027, reflecting enhanced product offerings and customer partnerships [16][18]. - The competitive landscape in the automotive glass market is limited due to high capital requirements and operational complexities, favoring established players [39][41]. TCO Glass Production - The TCO glass segment is approaching a production ramp-up, with significant demand expected from downstream clients in the 2025-2027 period [17][18]. - The company’s acquisition of Dalian Yao Pi has improved its online coating utilization, contributing significantly to its profitability [17][18]. - The TCO glass production is supported by advancements in coating technology and resource availability, positioning the company favorably for future growth [17][18].

Group 1 - HSBC Global Asset Management (Hong Kong) Limited increased its stake in Lens Technology (06613) by 393,800 shares at a price of HKD 30.9267 per share, totaling approximately HKD 12.1789 million [1] - Following the increase, HSBC's total shareholding in Lens Technology is approximately 18.2177 million shares, representing a holding percentage of 6.04% [1]

Group 1 - HSBC Global Asset Management (Hong Kong) Limited increased its stake in Lens Technology (300433) (06613) by 393,800 shares at a price of HKD 30.9267 per share, totaling approximately HKD 12.1789 million [1] - After the increase, HSBC's total shareholding in Lens Technology reached approximately 18.2177 million shares, representing a holding percentage of 6.04% [1]

智通财经APP获悉，香港联交所最新数据显示，1月28日，HSBC Global Asset Management (Hong Kong) Limited增持蓝思科技(06613)39.38万股，每股作价30.9267港元，总金额约为1217.89万港元。增持后最 新持股数目约为1821.77万股，最新持股比例为6.04%。 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2026-010 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34.50元/股 （根据公司2024年度和2025年半年度利润分配实施情况调整后），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 ...

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: 2026年1月31日 狀態: 新提交 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 300433 | 說明 | | A 股 (於深圳證劵交易所上市) | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,982,732,391 | RMB | | 1 RMB | | 4,982,732,391 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 4,982,732,391 | RMB | | 1 RMB | | 4,982,732,391 | 本月底法定/註冊股本總額： RMB 5,284,327,591 第 1 頁 共 10 頁 v 1.2.0 致：香港交易及結算所有限公司 ...

蓝思科技（300433）(06613)公布，截至2026年1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约740.96万股，占公司目前A股总股本的0.15%，最高成交价为30.24元/股，最低 成交价为22.50元/股，支付的总金额为约2.15亿元(不含交易费用)，回购实施情况符合相关法律法规的要 求和公司既定回购方案。 ...

Group 1 - The core point of the article is that Lens Technology (06613) has repurchased approximately 7.4096 million shares, which represents 0.15% of the company's total A-share capital, as part of its share buyback plan [1] - The repurchase was conducted through a centralized bidding method, with a maximum transaction price of 30.24 CNY per share and a minimum transaction price of 22.50 CNY per share [1] - The total amount paid for the repurchase is approximately 215 million CNY, excluding transaction fees, and the implementation of the buyback complies with relevant laws and regulations [1]

香港 交 易及結算所有限公司及香港聯合 交 易所有限公司對本公告 之 內容概 不 負責 ， 對其準確性或完整性 亦不 發表 任 何聲明 ，並 明確表示概 不 就因本公告全部或 任 何部 份 內容而產 生或因倚 賴 該等內容而引致之任何損 失承 擔 任 何 責任 。 Lens Technology Co., Ltd. 藍 思 科 技 股 份 有 限 公 司 （ 於 中 華人民共和國註冊成立的股份有限公司 ） （股份代號：6613） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條刊發。 茲載列藍思科技股份有限公司（「本公司」）於深圳證券交易所網站(www.szse.cn)及巨潮資訊網 (www.cninfo.com.cn)刊登的公告如下，僅供參閱。 承董事會命 藍思科技股份有限公司 董事長 周群飛 香港，2026 年 2 月 3 日 於本公告日期 ， 本公司董 事 會成員包括 執 行董 事 周群飛女士 、 鄭俊龍先 生 及饒橋兵 先 生； 及獨立非 執 行董 事 萬煒女士 、 劉岳 先生 、 田宏先生及汤湘希先生 。 购公司股份数量7,409,607股，占公司目前A股总股本的0. ...

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: 2026年1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: 2026年2月3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 | | | 301,595,200 | RMB | | | 1 RMB | | | 301,595,200 | | 增加 / 減少 (-) | | | | | | | RMB | | | | | 本月底結存 | | | 301,595,200 | RMB | | | 1 RMB | | | 301,595,20 ...