北京商报讯（记者 陶凤 王天逸）1月6日，蓝思科技在互动平台回复投资者称，公司是强脑科技的战略 投资者，独家承接了强脑科技核心硬件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐 赠大批智能仿生四肢，核心模组均来自蓝思产线。同时，公司与北美大客户已有10年以上深度合作，是 其一级核心供应商。公司凭借强脑科技等项目积累的量产经验以及强大的精密制造能力，正积极争取合 作。 ...

（编辑 王雪儿） 证券日报网讯 1月6日，蓝思科技在互动平台回答投资者提问时表示，蓝思科技是强脑科技的战略投资 者，独家承接了强脑科技核心硬件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐赠大 批智能仿生四肢，核心模组均来自蓝思产线。同时，公司与北美大客户已有10年以上深度合作，是其一 级核心供应商。公司凭借强脑科技等项目积累的量产经验以及强大的精密制造能力，正积极争取合作。 ...

转自：智通财经 【蓝思科技：系强脑科技战略投资者并独家承接核心硬件量产】智通财经1月6日电，蓝思科技在互动平 台表示，蓝思科技是强脑科技的战略投资者，独家承接了强脑科技核心硬件模组的量产。2025年11月， 蓝思与强脑科技共同向湖南省残联捐赠大批智能仿生四肢，核心模组均来自蓝思产线。同时，公司与北 美大客户已有10年以上深度合作，是其一级核心供应商。公司凭借强脑科技等项目积累的量产经验以及 强大的精密制造能力，正积极争取合作。 ...

Core Viewpoint - Bluesky Technology (06613) has seen a stock price increase of over 5%, currently trading at 27.64 HKD with a transaction volume of 537 million HKD, amid news of its strategic investment in a competitor, Strong Brain Technology, which is preparing for an IPO in Hong Kong or mainland China [1] Group 1: Company Developments - Bluesky Technology is a strategic investor in Strong Brain Technology, which is developing bionic limbs and brain-computer interface technology [1] - The company has announced plans to donate a large number of smart bionic limbs to the Hunan Provincial Disabled Persons' Federation in November 2025, with core modules sourced from Bluesky's production line [1] - Bluesky has over 10 years of deep cooperation with major North American clients and is a primary core supplier for them [1] Group 2: Market Context - Strong Brain Technology is reportedly in discussions to raise funds at a valuation exceeding 1.3 billion USD, indicating strong market interest and potential for growth in the bionic technology sector [1] - Recent rumors suggest that Strong Brain Technology is making strides towards an IPO in the Hong Kong market, which could further impact Bluesky Technology's business prospects [1]

Core Viewpoint - The company, Longqi Technology, announced an investment of approximately 1.5 billion yuan to build an AI+ smart terminal digital benchmark factory in Nanchang, which is a significant step in its "1+2+X" product strategy aimed at enhancing core competitiveness and sustainable development [1][4]. Group 1 - The project will focus on the production and research of mobile smart terminals such as laptops, smart glasses, TWS earphones, and tablets, with a construction period of 24 months [4]. - Longqi Technology stated that this investment aligns with national policy planning and the requirements of the electronic information industry, anticipating significant economic benefits due to increasing market demand in the AI smart terminal sector [4]. - The company has extensive experience in large-scale production of smart products, and the project will utilize mature assembly, testing, and packaging processes to support efficient manufacturing of AI PCs and smart glasses [4]. Group 2 - In 2024, Longqi Technology achieved a revenue of 46.382 billion yuan, a year-on-year increase of 70.62%, while the net profit attributable to shareholders was 500 million yuan, a year-on-year decrease of 17.21% [5]. - In the first half of 2025, the company reported a revenue of 19.908 billion yuan, a year-on-year decrease of 10.65%, with a net profit of 356 million yuan, reflecting a year-on-year increase of 5.01% [5].

Core Viewpoint - The company is strategically positioning itself in the AI hardware sector by acquiring Yuans Technology Co., Ltd., which will enhance its capabilities in AI server solutions and liquid cooling systems, marking a significant step towards becoming a global AI hardware innovation platform [1][6][10]. Group 1: Acquisition Details - The company signed a share acquisition intention agreement to indirectly acquire 95.11645% of Yuans Technology Co., Ltd. through PMG International Co., Ltd. [6][9]. - The specific transaction amount and terms will be determined after due diligence and negotiations [7]. - The acquisition aims to leverage existing technologies and customer certifications in the server cabinet business, enhancing the company's competitive edge in AI computing hardware [9][12]. Group 2: Strategic Focus on AI Hardware - The company views AI servers as a critical strategic area to meet the growing demand for computing power, with plans to expand into liquid cooling modules and SSD assembly [1][10]. - The chairman emphasized that the hardware industry is undergoing a significant transformation, predicting 2026 as the "AI edge year" [11]. - The company has been actively recruiting key technical positions to support its focus on AI server and cooling technologies, aiming for mass production of structural components by the second half of this year [12][14]. Group 3: Broader Industry Trends - The company is capitalizing on the emerging opportunities in AI edge hardware, including AI smartphones, smart glasses, and intelligent vehicles [1][12]. - A new manufacturing facility has been established to support the production of AI hardware, including intelligent robots, with a significant annual output capacity [14]. - The company has set a three-year plan to increase R&D investment and focus on core areas such as consumer electronics and intelligent vehicles, aiming to become a leader in AI edge hardware manufacturing [14].

Core Viewpoint - The cooperation framework agreement signed between the Bao'an District Government and Seiko Technology (Shenzhen) Co., Ltd. aims to enhance investment and development in the region, focusing on high-value AI hardware innovation and smart manufacturing [1] Group 1: Agreement Details - The Bao'an District Government will prioritize Seiko's investment expansion project as a key initiative, providing an international business environment and services to support stable development [1] - Seiko Technology plans to integrate resources and increase investment in the form of foreign capital, expanding the scale of its smart factory [1] Group 2: Strategic Focus - The company will establish a high-value AI hardware innovation and research center, focusing on manufacturing lines for mobile phones, headphones, and smart wearable devices [1] - The initiative aims to create a new industrial base that connects the Greater Bay Area and radiates globally, promoting the transformation and upgrading of manufacturing in Bao'an District and Shenzhen [1]

Core Viewpoint - The European cross-border e-commerce market is undergoing significant changes due to new tax policies and increasing scrutiny on Chinese e-commerce platforms like SHEIN and Temu, which face challenges in expanding their market presence in Europe [1][5][19]. Group 1: Regulatory Changes - The European Council has announced the implementation of a small package tax policy, which will take effect in early 2026, eliminating the previous exemption for goods under €150 [1]. - All incoming packages will now incur customs duties, VAT, and a customs inspection fee of approximately €2, which will complicate the logistics for e-commerce platforms [1][5]. - Experts suggest that these changes will shift consumer purchasing decisions from price-driven to value and trust-oriented, increasing the operational costs for sellers due to the need for more detailed customs data [5][21]. Group 2: Market Dynamics - In 2024, the EU is expected to receive 4.6 billion low-value e-commerce packages, with 91% originating from China, equating to approximately 4.186 billion packages [7][8]. - Despite regulatory challenges, Temu and SHEIN have seen substantial user growth in Europe, with Temu's monthly active users reaching 115.7 million in the first half of 2025, a 12.5% increase from the previous year [9]. - The economic downturn in Europe, exacerbated by the Russia-Ukraine conflict, has led consumers to seek more affordable options, benefiting discount retailers and platforms like Temu and SHEIN [10][11][14]. Group 3: Consumer Behavior - European consumers are increasingly turning to discount stores and e-commerce platforms for essential goods, reflecting a shift in spending habits due to inflation and economic uncertainty [10][14]. - The disparity between wealth and poverty in Europe is growing, with many middle-class consumers feeling the pinch and opting for cheaper alternatives like SHEIN [15][16]. - The demand for affordable products is evident, as consumers express a preference for low-cost options over locally produced goods, highlighting a significant market opportunity for Chinese e-commerce [15][16]. Group 4: Strategic Responses - Some sellers are considering shifting to local e-commerce platforms to navigate the new regulatory landscape, but experts argue that this strategy may be outdated due to declining marketing budgets on these platforms [19][21]. - Sellers are still required to pay customs duties regardless of whether they ship directly from China or use local warehouses, complicating the logistics further [21]. - Temu and SHEIN are viewed as the best options for sellers due to their traffic advantages and lower commission rates compared to other platforms [21][22]. Group 5: Brand Development - The long-term solution for sellers lies in building brands rather than relying solely on low-price strategies, which are unsustainable in the European market [28][31]. - Successful brand development requires a focus on product positioning, uniqueness, and alignment with market needs, as demonstrated by the success of brands like Avril Paris [31][33]. - The rise of the Print on Demand (POD) model has shown that Chinese sellers can effectively respond to market trends and consumer demands for personalized products [29][30].

Core Viewpoint - Lens Technology (06613) has seen a nearly 5% increase in stock price, currently trading at 24.04 HKD, with a transaction volume of 46.6551 million HKD. The company has entered the supply chains of several leading robotics firms in North America and domestically, with significant deliveries of joint modules, dexterous hands, and structural components [1][1][1]. Group 1 - The company expects to ship over 3,000 humanoid robots and 10,000 quadruped robotic dogs this year, positioning itself as one of the largest embodied intelligent hardware manufacturing platforms [1][1][1]. - By 2026, the company anticipates doubling the scale of core components and complete assembly of humanoid robots, with humanoid robots and quadruped robotic dogs maintaining a leading position in global shipments by 2027 [1][1][1]. Group 2 - Haitong International highlights that Lens Technology, as a leading platform in the entire smart terminal industry chain, will benefit from the innovation cycle of major clients, with high visibility in business and expected accelerated growth in the next three years for smartphones and computers, as well as promising prospects for humanoid robots and AI servers [1][1][1]. - The company has secured an order for the assembly of 10,000 quadruped robotic dogs from Yujian Robotics and has become a major supplier of its components [1][1][1].

Core Viewpoint - Longqi Technology announced that the funds raised for the "Nanchang Intelligent Hardware Manufacturing Center Expansion Project" have been fully utilized, and the company has completed the account closure procedures for the related fundraising accounts [2] Summary by Categories - **Company Announcement** - Longqi Technology has officially disclosed that all funds allocated for the expansion project have been used up [2] - The company has proceeded with the closure of the relevant fundraising accounts as per the planned schedule [2]