8月25日晚间，蓝思科技发布2025年半年报，报告期内公司实现营业收入329.60亿元，同比增长 14.18%；净利润11.94亿元，同比增长35.53%；基本每股收益0.23元，同比增长35.29%。 2025年上半年，蓝思科技在完成港股上市的基础上，加速全球化产能布局与智能制造系统升级，持 续投入全彩光波导、轻量化新型金属材料、智能终端核心技术等前沿领域研发，为把握AI驱动下智能 终端产业升级机遇坚实基础。 智能手机与电脑业务作为蓝思科技的核心板块，2025年上半年实现营业收入271.85亿元，同比增长 13.19%。蓝思科技作为超薄柔性玻璃的全球核心供应商，创新性地推出折叠屏多层结构设计，有效消 除折痕，目前已启动产能规划，为折叠屏新机大规模量产做好准备。 此外，新型3D玻璃市场需求快速放量，其加工复杂度高、单片价值量显著提升，蓝思科技将持续 受益于该轮技术创新带来的增长红利。 在智能汽车领域，蓝思科技上半年实现营业收入31.65亿元，同比增长16.45%，中控模组、智能B/C 柱、充电桩等核心产品协同放量，同时通讯模组与域控制器实现技术突破并进入批量交付阶段。 值得关注的是，蓝思经过多年研发的超薄夹胶 ...

Core Viewpoint - The company, Lens Technology, has made significant advancements in its humanoid robot business and is a key supplier in the flexible glass market for foldable smartphones [1] Group 1: Company Performance - As of August 6, 2025, Lens Technology's stock price is 23.24 yuan, reflecting a 1.57% increase from the previous trading day [1] - The trading volume on that day reached 15.05 billion yuan with a total of 651,178 hands traded, showing a volatility of 4.37% [1] Group 2: Business Developments - The company has delivered hundreds of complete humanoid robots to partners such as Zhiyuan Robotics and secured module and structural component shares with leading North American robot clients [1] - In the AI glasses sector, Lens Technology is the assembly partner for all products of Rokid [1] - The company has achieved breakthroughs in the foldable smartphone market, serving as a core global supplier of ultra-thin flexible glass and collaborating closely with multiple international clients on product development and mass production [1]

Group 1: Future Industry Development in Anhui - Anhui is accelerating the layout of a future industry system focusing on innovation, quality project introduction, and talent cultivation, with an aim to form a competitive and self-controlled industry by 2027, targeting a scale of over 200 billion yuan and 500 billion yuan by 2030 [1][2] - The province is concentrating on seven key areas including quantum technology, aerospace information, general intelligence, low-carbon energy, life sciences, advanced materials, and future networks, along with third-generation semiconductors and blockchain [1][2] - The future industry in Anhui is characterized by high technological content, long transformation cycles, significant R&D investment, and high policy demand [1][2] Group 2: Quantum Technology and Nuclear Fusion - Anhui has established a strategic action plan for the commercial application of nuclear fusion energy, aiming for a three-step development strategy involving experimental, engineering, and commercial reactors [2][3] - The province has nearly 60 nuclear fusion energy enterprises, covering the entire industry chain from superconducting wire production to main equipment manufacturing [3] - Quantum technology is being applied in various fields, with over 70 quantum industry chain enterprises in Hefei, focusing on quantum computing, communication, and precision measurement [4][5] Group 3: Talent Development and Youth Involvement - The influx of young talent into future industries is notable, with companies like Zhixiang Future actively recruiting professionals from diverse backgrounds to enhance their AI capabilities [5][6] - Local enterprises are implementing training programs to develop skilled workers, with a focus on integrating local youth into the workforce [6][7] - The aerospace sector in Hefei is also expanding, with initiatives aimed at nurturing young scientists and providing them with practical applications in the industry [6][7] Group 4: Industry Integration and Innovation - Companies in Anhui are increasingly interconnected, with products becoming essential components in future industry supply chains, such as the IC carrier board produced by Chip聚德科技 [7][8] - The development of ultra-thin flexible glass by 中建材玻璃新材料研究院集团 showcases the province's innovation capabilities, with a significant proportion of the research team being young professionals [8][9] - The government is supporting future industries through the implementation of the "Anhui Province Future Industry Development Action Plan," which includes measures for technology innovation and industry clustering [9]