随着上半年A股上市公司半年报披露工作基本收官。巨灵财经数据显示，按照申万行业（2021）划分，消费电子零部件及组 装板块增长速度表现较好。板块内共有88家上市公司，期内营收突破100亿元的共有7家，10-100亿元的上市公司共有18家， 10亿元以下的企业63家。 增长表现方面，板块内营收同比实现正增长的企业共有70家，占比79.55%，归母净利润同比实现正增长的共有49家，占比 55.68%。整体经营情况保持较高水平。 从整体业绩来看，消费电子零部件及组装板块上半年累计收入达到8199.2亿元，同比增长27.12%，归母净利润收入297.29亿 元，同比增长25%；按季度来看，二季度营收环比增速达到18.69%；归母净利润环比增速达到26.33%。季度业绩环比改善趋 势明显。 消费电子零部件及组装板块上市公司中，蓝思科技表现出稳健的增长势头，上半年营收和归母净利润实现双增长。另外，在 资金管理方面，蓝思科技在营收百亿以上的上市公司中资产负债率最低，经营活动产生的现金流净额排名第一，财务健康优 势显著。 二级市场上，消费电子零部件及组装板块总市值突破千亿的企业共有4家，截至9月5日收盘，蓝思科技总市值达到16 ...

Core Viewpoint - Lens Technology (06613) reported a significant increase in its mid-year performance for 2025, leading to a stock price rise of over 3% following the announcement [1]. Financial Performance - Total revenue reached approximately RMB 32.96 billion, marking a year-on-year increase of about 14.18% [1]. - Gross profit was approximately RMB 4.305 billion, reflecting a year-on-year increase of about 17.82% [1]. - Net profit attributable to shareholders was approximately RMB 1.143 billion, showing a year-on-year increase of about 32.68% [1]. - Earnings per share stood at RMB 0.23, with a cash dividend of RMB 1.00 per 10 shares (tax included) [1]. Business Segments - The smartphone and computer segment generated revenue of RMB 27.185 billion, a year-on-year growth of 13.19% [1]. - The smart automotive and cockpit segment achieved revenue of RMB 3.165 billion, with a year-on-year increase of 16.45% [1]. - The smart headsets and wearable segment reported revenue of approximately RMB 1.6466 billion, reflecting a year-on-year growth of 14.74% [1]. Market Position - The company continues to strengthen its leading position in the market for glass, ceramics, sapphire, and metal components, completing the R&D and mass production preparations for several flagship smartphones [1]. - The company has successfully collaborated with major clients to mass-produce new high-end models, resulting in rapid growth in market share and profitability compared to the previous year [1]. - The personal computer business benefited from a recovery in market demand, with simultaneous increases in production, sales, and profitability during the first half of the year [1].

Core Viewpoint - Lens Technology (06613) reported a strong performance for the first half of 2025, with significant increases in revenue and profit, leading to a rise in stock price by over 3% following the earnings announcement [1] Financial Performance - Total revenue reached approximately RMB 32.96 billion, a year-on-year increase of about 14.18% [1] - Gross profit was approximately RMB 4.305 billion, reflecting a year-on-year increase of about 17.82% [1] - Net profit attributable to shareholders was approximately RMB 1.143 billion, marking a year-on-year increase of about 32.68% [1] - Earnings per share stood at RMB 0.23, with a cash dividend of RMB 1.00 per 10 shares (tax included) [1] Business Segments - Revenue from the smartphone and computer segments was RMB 27.185 billion, showing a year-on-year growth of 13.19% [1] - The company maintained its leading position in the market for glass, ceramics, sapphire, and metal components, successfully preparing for the R&D and mass production of several flagship smartphones [1] - The personal computer business benefited from a market demand recovery, with both production and sales increasing in the first half of the year [1] - Revenue from the smart automotive and cockpit segments reached RMB 3.165 billion, a year-on-year increase of 16.45% [1] - Revenue from smart headsets and wearable devices was approximately RMB 1.6466 billion, reflecting a year-on-year increase of 14.74% [1]

本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 茲載列藍思科技股份有限公司（「本公司」）於深圳證券交易所網站(www.szse.cn) 及巨潮資訊 網(www.cninfo.com.cn)刊登的公告如下，僅供參閱。 承董事會命 藍思科技股份有限公司 董事長 周群飛 香港，2025年8月25日 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致之任何損失 承擔任何責任。 Lens Technology Co., Ltd. 藍 思 科 技 股 份 有 限 公 司 （ 於中華人民共和國註冊成立的股份有限公司） （股份代號：6613） 海外監管公告 於本公告日期，本公司董事會成員包括執行董事周群飛女士、鄭俊龍先生及饒橋兵先生；及獨立非執行董事 萬煒女士、劉岳先生、田宏先生及謝志明先生。 蓝思科技股份有限公司 2025 年半年度报告 定 2025-005 2025 年 8 月 蓝思科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监 ...

Core Viewpoint - Lens Technology (300433.SZ) is advancing its H-share IPO process in Hong Kong, aiming to raise approximately 43 billion RMB to enhance its global strategy and diversify its product offerings [1][7]. Group 1: IPO Details - The IPO will involve a base issuance of approximately 262 million shares, with a price range set between 17.38 HKD and 18.18 HKD, potentially raising around 46.63 billion HKD (approximately 43 billion RMB) if the midpoint price is used [1][7]. - The IPO process has progressed rapidly, taking about 100 days from the announcement to the start of the offering [7]. - The offering is set to conclude on July 4, with the price announcement on July 8 and trading commencing on July 9 [8]. Group 2: Strategic Objectives - The company aims to allocate 28% of the raised funds to expand its overseas business and 48% to diversify its product and service offerings [10]. - Lens Technology plans to establish new production lines in Vietnam and Thailand for smart terminal components and smart automotive products, expected to be operational by the end of 2025 [10]. Group 3: Diversification and Revenue Trends - The company is actively reducing its reliance on Apple, with sales to Apple decreasing from 71% in 2022 to 49.45% in 2024 [2][12]. - Revenue from smartphones and computers still constitutes about 82% of total revenue in 2023 and 2024, but the company anticipates further diversification in the coming years [12]. - Lens Technology's revenue has shown consistent growth, with figures of 466.99 billion RMB in 2022, 544.91 billion RMB in 2023, and projected 698.97 billion RMB in 2024, alongside net profits increasing from 24.48 billion RMB to 36.24 billion RMB over the same period [12].

Core Insights - The company, Lens Technology, reported strong growth in its operating performance, benefiting from market recovery, with Q1 2025 revenue reaching 17.063 billion yuan, a year-on-year increase of 10.10%, and net profit of 429 million yuan, up 38.71% [1][2] - The company has maintained a focus on technological innovation, with cumulative R&D expenses amounting to 18.006 billion yuan over the past decade and a total of 2,249 patents obtained [1][5] - Lens Technology has initiated a plan for a Hong Kong stock listing to enhance its international brand image and support its globalization strategy [1][5] Financial Performance - In Q1 2025, the company achieved a net profit of 429 million yuan, representing a 38.71% increase year-on-year, and a non-GAAP net profit of 378 million yuan, which grew by 60.99% [2] - For the full year 2024, the company reported revenue of 69.897 billion yuan, a 28.27% increase, and net profit of 3.624 billion yuan, up 19.94% [2] - The consumer electronics market recovery has been a significant driver of the company's growth, particularly in its core smartphone and computer business, which generated revenue of 57.754 billion yuan in 2024, a 28.63% increase [2] Diversification and Market Position - The automotive sector has become the second-largest revenue source for the company, with automotive business revenue reaching 5.935 billion yuan in 2024, a year-on-year increase of 18.73% [3] - The company has established a diverse technology reserve, with revenue from smart headsets and wearable devices reaching 3.488 billion yuan in 2024, an increase of 12.39% [3] - Lens Technology has built a strong reputation in the consumer electronics and smart automotive sectors, serving well-known brands such as Apple, Samsung, and Tesla [4][5] R&D Investment - The company has consistently invested over 2 billion yuan in R&D for four consecutive years, with expenditures of 2.134 billion yuan, 2.105 billion yuan, 2.317 billion yuan, and 2.785 billion yuan from 2021 to 2024 [5] - As of the end of 2024, the company held 2,249 effective patents and 127 software copyrights, covering various fields including new materials and smart manufacturing [5]