Core Insights - Lens Technology has invested 18 billion yuan over ten years, resulting in over 2,200 authorized patents, showcasing its commitment to innovation in transparent glass technology [2] - The company has evolved from producing high-end mobile phone screens to becoming a global leader in precision manufacturing, with a market value exceeding 100 billion yuan and over 100,000 employees [3][4] - The listing on the Hong Kong Stock Exchange marks a significant milestone in Lens Technology's globalization strategy, aiming to integrate international capital with its manufacturing advantages [3] Innovation and Market Leadership - Lens Technology pioneered the use of glass for mobile phone protective screens, starting with the TCL3188, which changed the industry standard from acrylic to glass [4][5] - The company has maintained its position as a core supplier of smartphone protective glass, significantly contributing to the success of major brands like Apple and Samsung [5] - Lens Technology's focus on technological innovation has established it as a leader in the high-end protective glass market, with over 50% market share [5] Digital Transformation and Smart Manufacturing - The company is leveraging artificial intelligence and digitalization to enhance production efficiency, with automated production lines and real-time data monitoring [6][7] - Lens Technology's "Blue Sky Cloud" initiative connects thousands of production devices globally, facilitating smart production scenarios and big data applications [7] Expansion into New Markets - In 2015, Lens Technology expanded into the electric vehicle sector, viewing it as a second growth engine, and has since developed various components for smart cars [8][9] - The company has established a diverse client base in the automotive industry, including both international giants and domestic brands [9] Strategic Focus on AI and Robotics - Lens Technology is actively investing in humanoid robotics and AI+AR glasses, aiming to capture emerging market opportunities [10][11] - The company has developed key technologies and components for industrial robots and has partnered with startups to enhance its capabilities in the robotics sector [10] Ecosystem Development - By focusing on ecological binding rather than just order binding, Lens Technology has created a robust business ecosystem that supports its growth across various sectors [9][12] - The company is transitioning from a contract manufacturer to a technology-driven entity, enhancing its growth potential through diversified business models [12]

作为消费电子领域的重要企业，蓝思科技主营业务涵盖视窗防护玻璃的研发、生产和销售。公司产品广 泛应用于手机、平板电脑、笔记本电脑等消费电子产品，并逐步拓展至汽车电子、智能家居等领域。 公司近期披露，正在配合客户开发下一代盖板玻璃，采用创新配方以提升产品性能。在折叠屏领域，公 司凭借UTG技术积累推出多层结构设计，已占据市场领先地位。汽车业务方面，超薄汽车夹胶玻璃已 成功导入新能源汽车供应链，预计下半年实现量产供货。 资金流向数据显示，8月12日主力资金净流出9373.34万元，近五个交易日累计净流出5077.43万元。 截至2025年8月12日收盘，蓝思科技股价报24.09元，较前一交易日下跌0.70%。当日成交金额达14.87亿 元，换手率为1.24%，总市值维持在1273亿元水平。 风险提示：本文所载信息仅供参考，不构成任何投资建议。投资者应自主决策并自行承担风险。 ...