智能终端全产业链一站式精密制造

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新股消息 | 蓝思科技通过港交所聆讯 消费电子与智能汽车双赛道市占率领先
智通财经网· 2025-06-23 02:03
智通财经APP获悉,据港交所6月22日披露,蓝思科技股份有限公司(下称:蓝思科技)通过港交所上市聆讯,中信证券为其独家保荐人。 在智能汽车领域,蓝思科技围绕智能驾驶舱研发及生产多样化的汽车电子和结构件产品,为客户主动提供创新的解决方案,包括中控屏和仪表盘等车载电子 玻璃及组件、智能B柱/C柱、应用于车窗、挡风及天幕的多功能玻璃等。 在其它新兴智能终端领域,蓝思科技已在人形机器人、AI眼镜/XR头显及智慧零售等多个领域布局。公司与头部人形机器人公司合作,提供核心零部件量产 及整机组装。在AI眼镜/XR头显领域,公司提供覆盖功能模组到整机组装的全链条服务。公司也联合第三方支付行业头部公司共同推出了碰一碰智慧零售终 端。 招股书显示,蓝思科技是业内领先的智能终端全产业链一站式精密制造解决方案提供商。以2024年收入计,公司在全球消费电子精密结构件及模组综合解决 方案行业中排名领先,在全球智能汽车交互系统综合解决方案行业中排名领先,市场份额分别为13.0%及20.9%。 在消费电子领域,蓝思科技为智能手机、电脑、智能穿戴等消费电子产品提供盖板玻璃、金属中框、触控模组、显示模组、散热模组、射频天线、生物识 别、无线充电 ...
蓝思科技闯关港股上市:极其依赖苹果公司,后者为其贡献五成收入
Sou Hu Cai Jing· 2025-05-08 09:53
Group 1 - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for three companies, including Lens Technology, regarding their overseas listing applications [1] - Lens Technology, listed on the Shenzhen Stock Exchange since March 18, 2015, has a current stock price of 21.15 yuan per share, with a market capitalization of approximately 105.4 billion yuan as of May 7, 2025 [3] - The company submitted its prospectus for a Hong Kong Stock Exchange listing on March 31, 2025, aiming to raise funds to expand its product and service offerings, particularly in the smart automotive sector [3][7] Group 2 - Lens Technology was founded in December 2006 and is headquartered in Changsha, Hunan Province, with a registered capital of approximately 500 million yuan [3] - The company has established itself as a leading provider of precision manufacturing solutions across the entire smart terminal industry chain, focusing on consumer electronics and smart automotive applications [5][7] - In 2022, 2023, and 2024, Lens Technology reported revenues of approximately 466.99 billion yuan, 544.91 billion yuan, and 698.97 billion yuan, respectively, with net profits of about 25.20 billion yuan, 30.42 billion yuan, and 36.77 billion yuan [7] Group 3 - The company has a high customer concentration, with its top five customers accounting for approximately 83.3%, 83.1%, and 81.1% of total revenue in the respective years [7] - Lens Technology is often referred to as a "leading player in the Apple supply chain," indicating its significant reliance on major clients like Apple Inc. [8] - The company has highlighted risks associated with its dependence on key customers, noting that any changes in purchasing behavior or product specifications could adversely affect its business and financial performance [8]