今年以来蓝思科技已经1次登上龙虎榜，最近一次登上龙虎榜为4月7日，当日龙虎榜净买入1.07亿元； 买入总计4.26亿元 ，占总成交额比19.16%；卖出总计3.19亿元 ，占总成交额比14.35%。 资料显示，蓝思科技股份有限公司位于湖南省浏阳生物医药园,香港九龙观塘海滨道133号万兆丰中心7 楼A室，成立日期2006年12月21日，上市日期2015年3月18日，公司主营业务涉及蓝思科技股份有限公 司是一家主要从事电子产品防护面板的研发、生产及销售业务的中国公司。该公司的主要产品为手机视 窗防护屏。该公司的其他产品包括平板电脑防护屏以及其他产品防护屏。该公司的产品应用于智能手 机、平板电脑、笔记本电脑、智能穿戴设备、数码相机及其他等。主营业务收入构成为：智能手机与电 脑类82.48%，智能汽车及座舱类9.60%，智能头显与智能穿戴类5.00%，其他业务收入1.82%，其他智能 终端类1.10%。 蓝思科技所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：减速器、全面 屏、智能座舱、汽车零部件、元宇宙概念等。 11月7日，蓝思科技盘中上涨2.01%，截至10:29，报31.90元/股，成交 ...

11月6日，蓝思科技盘中上涨2.03%，截至10:53，报29.11元/股，成交5.41亿元，换手率0.38%，总市值 1538.27亿元。 资金流向方面，主力资金净流入1898.69万元，特大单买入4412.92万元，占比8.16%，卖出3388.62万 元，占比6.27%；大单买入1.31亿元，占比24.28%，卖出1.23亿元，占比22.67%。 蓝思科技今年以来股价涨36.02%，近5个交易日跌2.09%，近20日跌13.80%，近60日涨25.80%。 截至9月30日，蓝思科技股东户数15.99万，较上期增加8.17%；人均流通股31070股，较上期减少 7.52%。2025年1月-9月，蓝思科技实现营业收入536.63亿元，同比增长16.08%；归母净利润28.43亿元， 同比增长19.91%。 分红方面，蓝思科技A股上市后累计派现99.93亿元。近三年，累计派现49.80亿元。 机构持仓方面，截止2025年9月30日，蓝思科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1.29亿股，相比上期增加1559.22万股。易方达创业板ETF（159915）位居第六大流通股 东，持股41 ...

Core Viewpoint - Lens Technology is a leading global enterprise in the protective glass sector for consumer electronics, showcasing technological leadership and a full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, Lens Technology reported revenue of 53.663 billion RMB, ranking 5th in the industry, surpassing the industry average of 15.493 billion RMB and median of 1.415 billion RMB [2] - The net profit for the same period was 2.792 billion RMB, ranking 4th in the industry, above the industry average of 635 million RMB and median of 54.758 million RMB [2] Group 2: Financial Ratios - As of Q3 2025, Lens Technology's debt-to-asset ratio was 35.47%, lower than the previous year's 41.34% and below the industry average of 44.84% [3] - The gross profit margin for the same period was 16.10%, a decrease from 17.00% year-on-year and below the industry average of 19.47% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 8.15% to 159,900, while the average number of circulating A-shares held per shareholder decreased by 7.52% to 31,100 [5] - Notable changes among the top ten circulating shareholders include an increase of 15.5922 million shares held by Hong Kong Central Clearing Limited and a decrease of 6.9574 million shares held by E Fund's ChiNext ETF [5] Group 4: Analyst Ratings and Business Highlights - Ping An International reiterated a "Buy" rating for Lens Technology, adjusting the A-share target price to 34.7 RMB, indicating a potential upside of 16.9% [6] - Key business highlights include benefiting from new product cycles with major clients, a well-established robotics sector, significant growth in automotive glass, and contributions from AI server layouts [6] - Zheshang Securities noted strong performance in Q3 2025, driven by increased iPhone 17 sales and growth in AI smart terminals and foldable screens, with a comprehensive patent portfolio [6]

Core Points - Star Technology's stock price increased by 2.18% on October 31, reaching 4.22 CNY per share, with a trading volume of 1.06 billion CNY and a market capitalization of 9.573 billion CNY [1] - The company has seen a year-to-date stock price decline of 3.65%, with a recent 5-day increase of 2.43% and a 20-day decline of 4.52% [1] - As of September 30, 2025, Star Technology reported a revenue of 1.213 billion CNY, a year-on-year increase of 41.32%, while the net profit attributable to shareholders was -5.6602 million CNY, reflecting a 95.57% year-on-year increase in losses [2] Company Overview - Star Technology, established on September 25, 2003, and listed on August 19, 2011, is located in Taizhou, Zhejiang Province [1] - The company's main business includes the research and manufacturing of protective screens for mobile phones and tablets, touch display modules, and high-precision structural components for smart consumer electronics [1] - The revenue composition includes: electric bicycles (29.12%), electric motorcycles (18.53%), structural components (12.93%), electric vehicle parts (12.90%), touch display (12.86%), protective screens (12.66%), and others (1.00%) [1] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 8.27% to 93,800, while the average circulating shares per person increased by 48.82% to 23,904 shares [2] - The company has distributed a total of 62.4193 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 20.4004 million shares, an increase of 10.8974 million shares from the previous period [3]

Company Overview - Star Technology Co., Ltd. is located in Taizhou Bay New District, Zhejiang Province, and was established on September 25, 2003. The company went public on August 19, 2011. Its main business includes the research and manufacturing of protective screens for mobile phones and tablets, touch display modules, and high-precision structural components for smart consumer electronics [1][2]. Financial Performance - For the period from January to September 2025, Star Technology achieved operating revenue of 1.213 billion yuan, representing a year-on-year growth of 41.32%. However, the net profit attributable to the parent company was a loss of 5.66 million yuan, although this reflects a year-on-year improvement of 95.57% [2]. - As of October 28, the company's stock price increased by 2.16% to 4.26 yuan per share, with a total market capitalization of 9.663 billion yuan. The stock has seen a decline of 2.74% year-to-date, but a recent increase of 4.16% over the last five trading days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Star Technology was 93,800, a decrease of 8.27% from the previous period. The average number of circulating shares per person increased by 48.82% to 23,904 shares [2]. - The company has distributed a total of 62.4193 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Trading Activity - On October 28, the net inflow of main funds was 6.8532 million yuan, with large orders accounting for 20.80% of purchases and 16.63% of sales. The trading volume reached 132 million yuan, with a turnover rate of 1.40% [1].

Core Viewpoint - Star Technology reported a significant increase in revenue for the first three quarters of 2025, but still faced net losses, indicating potential challenges in profitability despite revenue growth [1][2]. Financial Performance - The company's revenue for the first three quarters reached 1.213 billion yuan, a year-on-year increase of 41.32% [1]. - The net profit attributable to shareholders was -5.66 million yuan, an increase of 95.57% year-on-year, while the net profit excluding non-recurring items was -50.77 million yuan, up 62.29% year-on-year [1]. - Basic earnings per share stood at -0.00 yuan [2]. - The gross margin for the first three quarters was 11.13%, up 0.72 percentage points year-on-year, while the net margin was -0.47%, an increase of 14.53 percentage points compared to the same period last year [2]. Quarterly Insights - In Q3 2025, the gross margin was 12.55%, a year-on-year increase of 2.58 percentage points and a quarter-on-quarter increase of 1.26 percentage points [2]. - The net margin for Q3 was 0.74%, up 16.76% year-on-year and up 1.29 percentage points from the previous quarter [2]. Expense Management - Total operating expenses for the period were 159 million yuan, a decrease of 37.90 million yuan year-on-year, with an expense ratio of 13.13%, down 9.84 percentage points year-on-year [2]. - Sales expenses increased by 24.44% year-on-year, while management expenses decreased by 43.87%, R&D expenses decreased by 5.50%, and financial expenses increased by 118.12% [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 93,800, a decrease of 8,463 (8.27%) from the end of the previous half-year [2]. - The average market value per shareholder increased from 94,200 yuan at the end of the previous half-year to 105,400 yuan, an increase of 11.84% [2]. Company Overview - Jiangxi Star Technology Co., Ltd. is located in Taizhou, Zhejiang Province, and was established on September 25, 2003, with its listing date on August 19, 2011 [3]. - The company's main business includes the R&D and manufacturing of protective screens for mobile phones and tablets, as well as high-precision structural components for smart consumer electronics [3]. - The revenue composition includes electric bicycles (29.12%), electric motorcycles (18.53%), structural components (12.93%), electric vehicle parts (12.90%), touch display components (12.86%), protective screens (12.66%), and others (1.00%) [3].

Core Viewpoint - Lens Technology has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth opportunities for the company [1][2]. Financial Performance - As of June 30, 2025, Lens Technology achieved a revenue of 32.96 billion yuan, representing a year-on-year growth of 14.18% [2]. - The net profit attributable to shareholders was 1.143 billion yuan, reflecting a year-on-year increase of 32.68% [2]. - Cumulatively, the company has distributed 9.993 billion yuan in dividends since its A-share listing, with 4.980 billion yuan distributed over the past three years [3]. Stock Market Activity - On October 24, 2023, Lens Technology's stock price rose by 2.00%, reaching 29.51 yuan per share, with a trading volume of 547 million yuan [1]. - The stock has increased by 37.24% year-to-date, with a 7.90% rise over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 1.07 billion yuan on April 7 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 15.38% to 147,800, while the average circulating shares per person decreased by 13.32% to 33,595 shares [2][3]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some holdings increasing and others decreasing compared to the previous period [3].

Core Insights - On October 22, Lens Technology's stock rose by 1.80%, with a trading volume of 2.31 billion yuan [1] - The company recorded a net financing purchase of 75.84 million yuan on the same day, with a total financing balance of 2.397 billion yuan [1] Financing Overview - On October 22, Lens Technology had a financing purchase of 310 million yuan, with a current financing balance of 2.389 billion yuan, representing 1.63% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] Short Selling Overview - On the same day, Lens Technology repaid 33,600 shares in short selling and sold 7,800 shares, amounting to 229,700 yuan at the closing price [1] - The remaining short selling volume was 292,200 shares, with a short selling balance of 8.61 million yuan, also above the 80th percentile of the past year [1] Company Profile - Lens Technology, established on December 21, 2006, and listed on March 18, 2015, specializes in the research, production, and sales of protective panels for electronic products [2] - The company's main products include protective screens for smartphones and tablets, with 82.48% of revenue coming from smartphones and computers [2] Financial Performance - For the first half of 2025, Lens Technology achieved a revenue of 32.96 billion yuan, a year-on-year increase of 14.18%, and a net profit of 1.143 billion yuan, up 32.68% year-on-year [2] Dividend Distribution - Since its A-share listing, Lens Technology has distributed a total of 9.993 billion yuan in dividends, with 4.98 billion yuan distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 15.38% to 147,800, with an average of 33,595 circulating shares per person, a decrease of 13.32% [2][3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some holdings increasing and others decreasing compared to the previous period [3]

Core Viewpoint - Star Technology's stock price has shown fluctuations, with a current price of 4.08 CNY per share, reflecting a year-to-date decline of 6.85% and a recent increase of 0.74% over the last five trading days [1] Company Overview - Star Technology, established on September 25, 2003, and listed on August 19, 2011, is located in Taizhou Bay New District, Zhejiang Province. The company specializes in the research and manufacturing of protective screens and touch display modules for mobile phones and tablets, as well as high-precision structural components for smart consumer electronics [1] - The company's revenue composition includes: electric bicycles (29.12%), electric motorcycles (18.53%), structural components (12.93%), electric vehicle parts (12.90%), touch display products (12.86%), protective screens (12.66%), and others (1.00%) [1] Financial Performance - As of June 30, 2025, Star Technology reported a revenue of 706 million CNY, representing a year-on-year growth of 65.17%. However, the net profit attributable to the parent company was -9.36 million CNY, showing a year-on-year increase of 87.97% in losses [2] - The company has distributed a total of 62.42 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Star Technology was 102,300, a decrease of 14.26% from the previous period. The average number of circulating shares per person increased by 16.64% to 16,062 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 9.503 million shares, an increase of 1.576 million shares compared to the previous period [3]

Group 1: Company Overview - Lens Technology Co., Ltd. is primarily engaged in the research, production, and sales of protective panels for electronic products, with a focus on smartphone protective screens [2] - The company's main business revenue composition includes 82.48% from smartphones and computers, 9.60% from smart automotive and cockpit, 5.00% from smart headsets and wearables, and 1.82% from other business [2] - As of June 30, 2025, the company reported a revenue of 32.96 billion yuan, representing a year-on-year growth of 14.18%, and a net profit attributable to shareholders of 1.14 billion yuan, up 32.68% year-on-year [2] Group 2: Stock Performance - On October 16, the stock price of Lens Technology fell by 2.00%, trading at 28.85 yuan per share, with a total market capitalization of 152.45 billion yuan [1] - The stock has increased by 34.17% year-to-date, but has seen a decline of 14.82% over the last five trading days [1] - The company has appeared on the trading leaderboard once this year, with a net buy of 107 million yuan on April 7 [1] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 15.38% to 147,800, while the average circulating shares per person decreased by 13.32% to 33,595 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 114 million shares, and several ETFs such as E Fund's ChiNext ETF and Huatai-PB's CSI 300 ETF, with varying changes in their holdings [3]