Core Viewpoint - Xinhau Optoelectronics, established in November 2013 and listed on the Shenzhen Stock Exchange in August 2021, is a significant player in the domestic glass protective screen industry, with strong technical capabilities in R&D, production, and sales [1] Financial Performance - For Q3 2025, Xinhau Optoelectronics reported revenue of 1.306 billion yuan, ranking 46th among 88 peers, with the industry leader, Industrial Fulian, achieving revenue of 603.931 billion yuan [2] - The company's net profit for the same period was -104 million yuan, placing it 84th in the industry, while the top two competitors reported net profits of 22.522 billion yuan and 12.728 billion yuan, respectively [2] - The main business segments include: - Smartphones and computers: 716 million yuan (81.07%) - Smart headsets and wearables: 67.1062 million yuan (7.60%) - Other smart terminals: 59.9293 million yuan (6.79%) - Inverters: 21.9501 million yuan (2.49%) - Other energy storage: 9.9571 million yuan (1.13%) - Others: 5.2678 million yuan (0.60%) - Home systems: 1.8505 million yuan (0.21%) - Automotive and smart cockpit: 1.1465 million yuan (0.13%) [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 47.74%, higher than the previous year's 46.19% and above the industry average of 44.84% [3] - The gross profit margin for Q3 2025 was -4.47%, significantly lower than the previous year's 11.06% and below the industry average of 19.47% [3] Executive Compensation - The chairman and general manager, Yao Hao, received a salary of 131,100 yuan in 2024, a decrease of 167,900 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.43% to 12,000, while the average number of circulating A-shares held per account increased by 1.39% to 13,500 [5]

Core Viewpoint - The consumer electronics components and assembly sector in A-shares has shown strong growth in the first half of the year, with a total revenue of 819.92 billion yuan, representing a year-on-year increase of 27.12% [2] Group 1: Overall Performance - The sector includes 88 listed companies, with 7 companies reporting revenues exceeding 10 billion yuan and 18 companies between 1 billion and 10 billion yuan [1] - 70 companies achieved year-on-year revenue growth, accounting for 79.55%, while 49 companies reported positive growth in net profit attributable to shareholders, making up 55.68% [1] - The overall operating conditions of the sector remain at a high level [1] Group 2: Key Company Performance - Lens Technology has demonstrated robust growth, with a revenue of 32.96 billion yuan in the first half, up 14.18% year-on-year, and a net profit of 1.194 billion yuan, increasing by 35.53% [5] - The company has the lowest debt-to-asset ratio among those with revenues over 10 billion yuan and ranks first in net cash flow from operating activities [2][8] - The total market capitalization of Lens Technology reached 165.9 billion yuan, with a 60-day stock price increase of 51.78% [2] Group 3: Business Segments - Lens Technology's core business segments, including smartphones and computers, generated 27.185 billion yuan, a 13.19% increase year-on-year [7] - The smart automotive and cockpit segment became the second-largest revenue source, achieving 3.165 billion yuan, up 16.45% [7] - The "other smart terminal" segment, representing embodied intelligence, saw significant growth with a revenue of 364 million yuan, a year-on-year increase of over 128% [7] Group 4: R&D and Innovation - Lens Technology's R&D expenditure reached 1.644 billion yuan in the first half, a 29.15% increase, significantly above the sector average [12] - The company has obtained 2,266 patents, covering various key areas such as processing technology and new materials, establishing a strong technological barrier [12] - The company is actively involved in the embodied intelligence sector, collaborating with leading companies to produce core components for humanoid robots [10][11]

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 ...