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国信证券发布蓝思科技研报,2Q2025营收利润同比增长,毛利率环比提升
Sou Hu Cai Jing· 2025-08-29 03:56
Group 1 - The core viewpoint of the report is that Guosen Securities has given a "better than market" rating to Lens Technology (300433.SZ) based on several growth drivers [1] - The company is expected to see revenue growth driven by the upgrade of foldable screens and materials [1] - The expansion of product matrix in smart automotive and cockpit-related businesses is another factor contributing to the positive outlook [1] - The listing in Hong Kong is seen as a move to enhance the company's global production capacity layout [1]