Lens(300433)
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【申万宏源研究春节见闻】深圳:科创的咏叹,续写春天的故事
Xin Lang Cai Jing· 2026-02-20 05:32
Core Viewpoint - Shenzhen has transformed from a small fishing village into a global innovation hub, showcasing its technological prowess and commitment to becoming a benchmark for China's socialist development model [1][25]. Group 1: Historical Context and Development - The establishment of the Shekou Industrial Zone in 1979 marked the beginning of Shenzhen's transformation, symbolized by the phrase "Time is Money, Efficiency is Life" to attract investment [2][4][31]. - The founding of Huawei in 1987 by Ren Zhengfei in Shekou highlights the entrepreneurial spirit that emerged during this period, leveraging initial capital from Hong Kong [4][28]. Group 2: Industry Growth and Key Players - Foxconn, established by Terry Gou in 1988, became the world's largest electronics manufacturing services provider, benefiting from Shenzhen's cost advantages and industrial ecosystem [6][31]. - Shenzhen's EMS capabilities have empowered global tech innovation, with companies like Foxconn, Luxshare Precision, and BYD Electronics playing significant roles in the supply chain [9][33]. Group 3: Current Trends and Future Outlook - Shenzhen is positioning itself as a leader in AI and robotics, with over 2,600 AI enterprises and projected revenue of approximately 220 billion yuan by 2025 [15][39]. - The "Robot Valley" in Shenzhen is emerging as a global innovation center for robotics, supported by a robust ecosystem of over 74,000 related enterprises and numerous educational institutions [19][39]. Group 4: Commercial Landscape - Huaqiangbei, known as "China's Electronics First Street," hosts a vast network of businesses and attracts over 7,000 foreign visitors daily, reflecting its significance in the global electronics market [11][35]. - The area is characterized by a practical and efficient business model, enabling startups to thrive, including notable companies like Ugreen Technology and Transsion Holdings [12][36].
蓝思科技遭小摩减持约39.63万股 每股均价约27.34港元

Xin Lang Cai Jing· 2026-02-14 00:58
Group 1 - On February 9, JPMorgan reduced its holdings in Lens Technology (06613) by 396,286 shares at an average price of HKD 27.3372 per share, totaling approximately HKD 10.83 million [1][3] - After the reduction, JPMorgan's latest shareholding stands at approximately 17.75 million shares, representing a holding percentage of 5.88% [1][3]
小摩减持蓝思科技约39.63万股 每股均价约27.34港元
Zhi Tong Cai Jing· 2026-02-13 12:17
Group 1 - The core point of the article is that JPMorgan has reduced its stake in Lens Technology (300433) (06613) by selling 396,286 shares at an average price of HKD 27.3372 per share, totaling approximately HKD 10.83 million [1] - After the reduction, JPMorgan's latest holding is approximately 17.75 million shares, representing a holding percentage of 5.88% [1]
蓝思科技:558.67万股回购股份注销完成,总股本降至49.77亿股
Zheng Quan Ri Bao Wang· 2026-02-11 13:42
Group 1 - The core point of the article is that Lens Technology (300433) announced the cancellation of 5.5867 million shares from its 2021 repurchase plan on February 10, 2026, resulting in a reduction of total shares from 4.983 billion to 4.977 billion [1] - The registered capital of the company will decrease correspondingly due to the cancellation of shares [1]
中移杭研、湖南移动与蓝思科技签署战略合作协议
Bei Jing Shang Bao· 2026-02-11 12:53
Core Viewpoint - Blue Silicon Technology announced a strategic cooperation agreement with China Mobile's subsidiaries to promote the implementation of computing power services and embodied intelligent applications [1] Group 1 - The visit was led by Wang Ding, Chairman of China Mobile (Hangzhou) Information Technology Co., Ltd., and Cheng Wei, Chairman of China Mobile Communications Group Hunan Co., Ltd. [1] - The agreement aims to enhance collaboration in the fields of computing power and intelligent applications [1]
蓝思科技(300433) - 关于回购股份注销完成暨股份变动公告
2026-02-11 10:06
证券代码:300433 证券简称:蓝思科技 公告编号:临 2026-012 蓝思科技股份有限公司 关于回购股份注销完成暨股份变动公告 一、回购股份的具体情况 (一)回购情况 公司于2021年10月25日召开第四届董事会第三次会议,审议通过了《关于回 购公司股份方案的议案》,同意公司使用自有资金以集中竞价交易方式,回购公 司部分已发行的人民币普通股(A股)股份,用于实施员工持股计划或股权激励 计划。本次回购金额不低于人民币3亿元(含)且不超过人民币5亿元(含),回 购股份价格上限为30元/股,回购股份期限为自公司董事会审议通过本次回购方 案之日起12个月内。 截至2022年4月29日,公司已实施完毕本次股份回购方案。公司通过回购专 用证券账户,以集中竞价方式累计回购公司股份数量为42,527,893股,占公司当 时总股本的0.86%,最高成交价为20.50元/股,最低成交价为9.09元/股,支付的 1/4 总金额为499,998,261.31元(不含交易费用)。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 特别提示: 1、蓝思科技股份有限公司(以下简称"公司 ...
蓝思科技注销558.67万股库存股份
Zhi Tong Cai Jing· 2026-02-11 09:26
Group 1 - The company, Lens Technology (蓝思科技), announced the cancellation of 5.5867 million shares of treasury stock on February 11, 2026 [1]
蓝思科技(06613)注销558.67万股库存股份

智通财经网· 2026-02-11 09:25
Group 1 - The company, Lens Technology (06613), announced the cancellation of 5.5867 million shares of treasury stock on February 11, 2026 [1]
主力个股资金流出前20:新易盛流出30.50亿元、中际旭创流出29.64亿元
Jin Rong Jie· 2026-02-11 07:17
Core Viewpoint - The data indicates significant outflows of main funds from various stocks, particularly in the communication equipment and cultural media sectors, highlighting potential investment risks in these areas [1][2][3] Group 1: Stock Performance and Fund Flow - The stock with the highest outflow is Xinyiseng, with a fund outflow of 30.50 billion yuan and a decline of 5.46% [2] - Zhongji Xuchuang follows closely with a fund outflow of 29.64 billion yuan and a decrease of 4.28% [2] - Other notable stocks with significant outflows include BlueFocus with 12.91 billion yuan and a drop of 3.57%, and Jiecheng Co. with 12.13 billion yuan but an increase of 4.73% [2] - Cultural media stocks such as Chinese Online and Guanghua Media also experienced outflows of 10.27 billion yuan (down 6%) and 9.38 billion yuan (up 5.09%), respectively [2][3] Group 2: Sector Analysis - The communication equipment sector is heavily impacted, with both Xinyiseng and Zhongji Xuchuang showing substantial fund outflows [2] - The cultural media sector also shows mixed performance, with some stocks like Guanghua Media gaining while others like Chinese Online are declining [2][3] - The home appliance industry, represented by Sanhua Zhikong and Zhao Chi Co., shows minor outflows of 8.30 billion yuan and 7.45 billion yuan, respectively, with slight declines in stock prices [2][3]
主力个股资金流出前20:中际旭创流出28.51亿元、新易盛流出27.95亿元
Jin Rong Jie· 2026-02-11 06:20
Core Viewpoint - The data indicates significant outflows of capital from various stocks, particularly in the communication equipment and cultural media sectors, suggesting potential investor concerns or market volatility [1][2][3] Group 1: Major Stocks with Capital Outflows - Zhongji Xuchuang experienced a capital outflow of 2.851 billion yuan, with a decline of 4.1% in stock price [2] - Xinyi Sheng saw a capital outflow of 2.795 billion yuan, with a stock price drop of 4.9% [2] - BlueFocus Media had a capital outflow of 1.2 billion yuan, with a decrease of 3.62% in stock price [2] - Jiecheng Co. reported a capital outflow of 1.135 billion yuan, with a stock price increase of 3.67% [2] - Zhongwen Online faced a capital outflow of 0.928 billion yuan, with a decline of 7.04% in stock price [2] Group 2: Sector Analysis - The communication equipment sector, represented by Zhongji Xuchuang and Xinyi Sheng, shows significant capital outflows, indicating potential challenges in this industry [2][3] - The cultural media sector, including companies like BlueFocus Media and Zhongwen Online, also reflects notable capital outflows, suggesting investor caution in this area [2][3] - The home appliance industry, represented by Sanhua Intelligent Control and Zhaochi Co., shows mixed performance with capital outflows, indicating varying investor sentiment [2][3]