证券日报网讯 蓝思科技10月30日发布公告，在公司回答调研者提问时表示，三季度末大客户新机发布 后，市场反应超出预期，新机持续热卖，客户订单需求旺盛。公司按客户订单指示，进一步扩招生产人 员，当前员工总数已接近17万人，各工厂正加班加点组织生产，规模效应日益凸显。目前多家机构上调 全年新机销量预测，随着国内外销售旺季到来，国补和渠道补贴等促销活动开展，预计将进一步拉动新 机销量增长。公司作为大客户外观件、结构件的长期核心供应商，充分受益于新机需求增加、份额提升 和超硬镀膜、3D玻璃盖板等创新带来的量价提升。 （编辑 袁冠琳） ...

Core Viewpoint - The company, Lens Technology, has established a deep ten-year partnership with a major North American client, positioning itself as a primary core supplier in various sectors, including smart cockpit modules and humanoid robots [2]. Group 1: Business Segments Growth Outlook - **Smartphones and Computers**: The company is expected to benefit significantly from a new innovation cycle initiated by major clients, focusing on exterior and structural components, which will enhance assembly operations and profit margins [2]. - **Smart Automotive and Cockpit**: Continuous introduction of new products such as wireless charging modules and communication modules, along with breakthroughs in multi-functional ultra-thin laminated automotive glass, will increase the per-vehicle value significantly [2]. - **Smart Glasses and Wearables**: The company has successfully applied its developed exterior, structural components, and optical lenses in several high-end AI glasses and headsets, with growth in smart watch components maintaining momentum [2]. - **Other Smart Devices**: Beyond the embodied intelligence market, the company has made new business breakthroughs in smart home, medical devices, high-end gimbals, and premium pet electronics, leveraging its lean manufacturing capabilities [3].