人民财讯12月3日电，蓝思科技12月3日在互动平台表示，蓝思全方位加速布局AI端侧硬件，已配合多 家国内外头部客户开发眼镜、手表、手环、戒指以及桌面型多款AI端侧硬件设备。其中，蓝思已开发 智能戒指及充电底座精密外观件、结构件，出货量按客户指引正快速攀升，后续将在海外基地进一步开 展整机组装。 转自：证券时报 ...

该公司成立于2010年6月，法定代表人为许天平，经营范围含生产、加工、销售服务器、电动、非电动 助力车、自动光交换网络设备、高速存储系统及智能化存储设备、新型平板显示屏、新型电子元器件、 精密模具，从事上述产品的同类商品的进出口、批发及 天眼查工商信息显示，近日，富联精密电子（天津）有限公司发生工商变更，注册资本由约32.15亿人 民币增至约52.15亿人民币，增幅约62%。 来源：中国能源网 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688629 证券简称：华丰科技 公告编号：2025-050 四川华丰科技股份有限公司 关于2025年度向特定对象发行A股股票申请文件的审核问询函回复的提示性公告 2025年12月2日 四川华丰科技股份有限公司（以下简称"公司"）于2025年10月24日收到上海证券交易所（以下简称"上 交所"）出具的《关于四川华丰科技股份有限公司向特定对象发行股票申请文件的审核问询函》（上证 科审（再融资）〔2025〕140号）（以下简称"审核问询函"）。 公司及相关中介机构根据《审核问询函》的要求，就相关事项进行了逐项核实和答复，具体内容详见公 司同日于上交所网站（www.sse.com.cn）披露的《关于四川华丰科技股份有限公司2025年度向特定对象 发行A股股票申请文件的审核问询函的回复》及相关文件。 公司本次向特定对象发行A股股票事项尚需通过上交所审核，并获得中国证券监督管理委员会（以下简 称"中国证监会"）作出同意注册的决 ...

长江商报消息 鼎泰高科（301377.SZ）稳步推进港股IPO。 12月1日晚间，鼎泰高科公告称，公司已于当日向香港联交所递交了发行H股股票并在香港联交所主板 挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行上市的申请材料。 作为全球最大的PCB（印制电路板）钻针生产商，鼎泰高科于2022年11月在创业板上市。此次瞄准A+H 同步上市，鼎泰高科意在深化公司全球化战略布局，推进国际化平台建设，增强综合竞争力。 长江商报记者注意到，海外市场方面，鼎泰高科泰国生产基地成功实现量产，海外产能稳步提升，推动 海外业务收入强劲增长。2025年上半年，鼎泰高科实现境外收入7873.41万元，同比增长124.09%，占营 业收入比重8.71%。 2025年以来，随着人工智能、数据中心等市场需求快速提升，身处于PCB产业链上游的鼎泰高科盈利能 力持续回温。 2025年前三季度，鼎泰高科实现营业收入14.57亿元，同比增长29.13%；归属于上市公司股东的净利润 （以下简称"归母净利润"）2.82亿元，同比增长63.94%。 据统计，按截至2025年6月30日的6个月的销量计，鼎泰高科在全球PCB钻针市场的市场份额由202 ...

格隆汇12月2日丨蓝思科技(300433.SZ)公布，截至2025年11月30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7,309,607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211,923,659.63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。 ...

东吴证券研报指出，鼎泰高科深耕三十余年，是全球PCB钻针龙头。公司以钻针为基石，刀具产品延伸 至铣刀、数控刀具、PCB特殊刀具等；同时涉足研磨抛光材料和功能性膜材料领域。25年前三季度公司 业绩持续上升，实现营收14.57亿元，同比增长29%，归母净利润2.82亿元，同比增长64%，主要受益于 AI算力兴旺建设带来的PCB加工需求上行。当前AI算力需求爆发，带动下游高阶PCB钻孔与耗材用量大 幅提升，公司订单饱满，业绩进入加速兑现阶段。预计公司2025–2027年归母净利润分别为4.0/6.3/9.0亿 元，当前股价对应动态PE分别为104/66/46x，首次覆盖，给予公司"买入"评级。 ...

Group 1 - The company has approved a share repurchase plan with a total fund of no less than RMB 150 million and no more than RMB 300 million, with a repurchase period from April 25, 2025, to April 24, 2026, and an initial price cap of RMB 20.00 per share [2] - Following the annual equity distribution, the price cap was adjusted to RMB 19.77 per share, and later increased to RMB 30.00 per share due to the rise in stock price [2] - The company has repurchased a total of 6,232,900 shares by the end of November 2025, accounting for approximately 0.28% of the total share capital, with a total expenditure of RMB 131,542,583.26 [3] Group 2 - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [5]

Core Insights - The "Belt and Road" Bay Area Manufacturing International Competitiveness Index Report was released, highlighting the competitive advantages of the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) manufacturing sector in the context of the Belt and Road Initiative [1][3] Group 1: Economic Performance - The GBA's manufacturing import and export total is projected to reach 5.68 trillion yuan in 2024, reflecting an 8.5% year-on-year growth, underscoring its role as a significant engine of China's openness [6] - The GBA's GDP is expected to exceed 14 trillion yuan in 2024, positioning it among the top global bay areas [4] Group 2: Competitive Analysis - The report employs a "four-dimensional evaluation model" based on 130,000 customs data entries and WTO databases, utilizing four core indicators: RCA index, TC index, TCI index, and MS index to assess the GBA's manufacturing competitiveness [4] - The RCA index indicates that the GBA's five major export products—automatic data processing equipment, electronic components, electrical equipment, household appliances, and textiles—have a significant comparative advantage, with RCA values exceeding 1 [6] Group 3: Market Opportunities - The GBA's manufacturing exports are heavily concentrated in five key products, which account for over 50% of total exports, with high-tech products making up nearly 50% of this share [6] - The TCI index reveals substantial cooperation potential with ASEAN, Middle East, and African markets, particularly with countries like Russia and Brazil for household appliances, and Indonesia and Vietnam for electronic components [6][7] Group 4: Strategic Recommendations - The report suggests enhancing local operations in high-complementarity markets such as ASEAN, particularly in Vietnam and Indonesia, while also managing political risks in the Middle East and Africa [7] - It emphasizes the importance of Hong Kong's role as a trade hub, noting that over one-third of GBA products are re-exported through Hong Kong, which can help reduce trade costs by 10%-15% [7] - Recommendations for high-quality development include promoting "institutional opening" at the government level and encouraging data-driven, precise market entry strategies at the enterprise level [7][8]

Core Points - The independent director of Lens Technology, Xie Zhiming, passed away due to illness, leading to a reduction in the board members from 7 to 6, below the required number as per the company's articles of association [1] - The company will promptly follow procedures to appoint a new independent director and fulfill information disclosure obligations [1] - Current independent directors will temporarily assume Xie Zhiming's responsibilities until a new director is elected [1] Company Overview - Lens Technology specializes in the production, assembly, and support of various structural and functional components, including glass, sapphire, ceramics, metals, plastics, touch modules, biometric systems, and acoustic components [2] - The company was listed on the Shenzhen Stock Exchange in 2015 and has applied for a main board listing on the Hong Kong Stock Exchange as of March 31, 2025 [2] - As one of the "three giants" in the Apple supply chain, the company is actively diversifying its business to reduce reliance on Apple, with new business areas being developed [2] Financial Performance - In the first three quarters of the year, Lens Technology achieved a revenue of 53.663 billion yuan, representing a year-on-year growth of 16% [2] - The net profit attributable to shareholders was 2.843 billion yuan, reflecting a year-on-year increase of 20% [2] - As of December 1, the company's stock price was 28.66 yuan per share, with a market capitalization of 149.7 billion yuan [3]

格隆汇12月1日丨凯旺科技(301182.SZ)公布，凯旺科技作为实施智能制造布局的上市公司，构建了包含 精密线缆组件、五金零件、塑胶组件、成品组装等环节的完整产业链，在精密制造领域积累了丰富经 验，具备规模化产能与稳定的供应链体系。随着下游市场对散热性能要求的不断提高，公司有必要进行 业务拓展，向高附加值、高技术壁垒领域转型，以提升产值与市场竞争力。在消费电子、通讯、安防等 领域，面对利润率下滑、产品同质化等问题，公司需开展技术革新以开拓新的业务增长点。目前，公司 现有的研发团队已逐步开展散热相关技术的研发与储备工作，管理层秉持"双轮驱动"战略，将散热解决 方案作为公司的第二增长曲线，计划通过合资方式强化核心部件制造能力，形成全链条服务能力。公司 拟与东莞市稳尖精密科技有限公司在东莞共同设立由本公司控股的子公司，暂定名为稳凯科技（东莞） 有限公司（具体名称以当地登记机关核准登记为准）。同时，公司董事会授权总经理及其授权办理人员 负责向主管部门办理稳凯科技（东莞）有限公司的相关核准、备案手续并签署相关文件。 ...