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蓝思科技获HSBC Global Asset Management (Hong Kong) L...
Xin Lang Cai Jing· 2026-02-04 00:03
Group 1 - HSBC Global Asset Management (Hong Kong) Limited increased its stake in Lens Technology (06613) by 393,800 shares at a price of HKD 30.9267 per share, totaling approximately HKD 12.1789 million [1] - After the increase, HSBC's total shareholding in Lens Technology is approximately 18.2177 million shares, representing a holding percentage of 6.04% [1]
立足创新驱动 推动强链壮群 湖南:2026年紧抓“十大技术攻关”与“十大产业”
Group 1 - Hunan's main expected goals for 2026 include a GDP growth of around 5%, a local general public budget revenue growth of about 1.5%, and an industrial added value growth of 6% [1] - The province plans to implement approximately 389 key projects with a total investment of about 2 trillion yuan, focusing on infrastructure projects such as energy integration and urban infrastructure upgrades [1] - Hunan aims to create 700,000 new urban jobs and ensure that residents' income growth outpaces economic growth, with a target for consumer price inflation at around 2% [1] Group 2 - The "Top Ten Technical Tackling Projects" include key technologies such as AI breeding for traditional medicinal materials and quantum navigation technology [2] - Local listed companies are supporting these projects, with examples including Lens Technology's new production capacity for assembly robots and Chengheng Micro's AI SoC chip development [3] - Hunan will focus on enhancing its modern industrial system, promoting 13 key industrial chains and advanced manufacturing clusters, while upgrading traditional industries and expanding emerging sectors [3] Group 3 - Specific projects under the "Top Ten Industrial Projects" include the new generation lithium battery industrialization project and the advanced steel material product structure upgrade project [4] - Other notable projects include the 3D glass R&D and production base by Lens Technology and the electric drive system manufacturing project by CRRC [4]
HSBC Global Asset Management (Hong Kong) Limited增持蓝思科技(06613)39.38万股 每股作价约30...
Zhi Tong Cai Jing· 2026-02-03 11:24
Group 1 - HSBC Global Asset Management (Hong Kong) Limited increased its stake in Lens Technology (06613) by 393,800 shares at a price of HKD 30.9267 per share, totaling approximately HKD 12.1789 million [1] - Following the increase, HSBC's total shareholding in Lens Technology is approximately 18.2177 million shares, representing a holding percentage of 6.04% [1]
HSBC Global Asset Management (Hong Kong) Limited增持蓝思科技39.38万股 每股作价约30.93港元
Zhi Tong Cai Jing· 2026-02-03 11:15
Group 1 - HSBC Global Asset Management (Hong Kong) Limited increased its stake in Lens Technology (300433) (06613) by 393,800 shares at a price of HKD 30.9267 per share, totaling approximately HKD 12.1789 million [1] - After the increase, HSBC's total shareholding in Lens Technology reached approximately 18.2177 million shares, representing a holding percentage of 6.04% [1]
HSBC Global Asset Management (Hong Kong) Limited增持蓝思科技(06613)39.38万股 每股作价约30.93港元
智通财经网· 2026-02-03 11:12
智通财经APP获悉,香港联交所最新数据显示,1月28日,HSBC Global Asset Management (Hong Kong) Limited增持蓝思科技(06613)39.38万股,每股作价30.9267港元,总金额约为1217.89万港元。增持后最 新持股数目约为1821.77万股,最新持股比例为6.04%。 ...
蓝思科技(300433) - 关于回购公司股份进展的公告
2026-02-03 09:46
证券代码:300433 证券简称:蓝思科技 公告编号:临 2026-010 蓝思科技股份有限公司 关于回购公司股份进展的公告 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。 蓝思科技股份有限公司(以下简称"公司")于2025年4月7日召开第五届董 事会第四次会议,审议通过了《关于回购公司股份方案的议案》,同意公司使用 自有资金或自筹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5亿元(含)且不超过人民币10亿元(含),回购股份价格上限为34.50元/股 (根据公司2024年度和2025年半年度利润分配实施情况调整后),回购股份期限 为自公司董事会审议通过本次回购股份方案之日起12个月内。2025年7月9日,公 司首次实施了本次股份回购。具体内容详见公司分别于2025年4月8日、2025年7 月9日在巨潮资讯网(http://www.cninfo.com.cn)等符合中国证券监督管理委员会 (以下简称"中国证监会")规定条件的媒体上发布的《关于回购公司股份方案 的公告》《关于 ...
蓝思科技(300433) - H股公告:证券变动月报表(2026年1月)
2026-02-03 09:46
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 300433 | 說明 | | A 股 (於深圳證劵交易所上市) | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,982,732,391 | RMB | | 1 RMB | | 4,982,732,391 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 4,982,732,391 | RMB | | 1 RMB | | 4,982,732,391 | 本月底法定/註冊股本總額: RMB 5,284,327,591 第 1 頁 共 10 頁 v 1.2.0 致:香港交易及結算所有限公司 ...
蓝思科技截至1月末累计回购约740.96万股A股
Zhi Tong Cai Jing· 2026-02-03 09:37
蓝思科技(300433)(06613)公布,截至2026年1月31日,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约740.96万股,占公司目前A股总股本的0.15%,最高成交价为30.24元/股,最低 成交价为22.50元/股,支付的总金额为约2.15亿元(不含交易费用),回购实施情况符合相关法律法规的要 求和公司既定回购方案。 ...
蓝思科技(06613)截至1月末累计回购约740.96万股A股
智通财经网· 2026-02-03 09:36
Group 1 - The core point of the article is that Lens Technology (06613) has repurchased approximately 7.4096 million shares, which represents 0.15% of the company's total A-share capital, as part of its share buyback plan [1] - The repurchase was conducted through a centralized bidding method, with a maximum transaction price of 30.24 CNY per share and a minimum transaction price of 22.50 CNY per share [1] - The total amount paid for the repurchase is approximately 215 million CNY, excluding transaction fees, and the implementation of the buyback complies with relevant laws and regulations [1]
研报掘金丨财信证券:维持蓝思科技“增持”评级,多极增长开启新篇章
Ge Long Hui· 2026-02-03 06:51
Core Viewpoint - Lens Technology is a global leader in precision manufacturing, embarking on a new chapter of multi-polar growth through a strategy focused on "new materials, new technologies, new equipment, and new fields" [1] Group 1: Company Strategy and Capabilities - The company leverages its deep technical expertise in various materials such as glass, metal, and ceramics to achieve vertical integration from raw material production to module assembly and complete machine assembly [1] - Future growth is expected through sustained high-intensity R&D investment and a global capacity network, creating dual engines for technological innovation and rapid market response [1] Group 2: Market Opportunities and Growth Drivers - The company aims to transform into a "smart hardware manufacturer in the AI era," promoting the synergy between assembly business and high-value-added components to optimize profit structure [1] - Expansion into the automotive electronics sector is seen as a second growth engine, while proactive positioning in emerging markets is intended to cultivate future growth momentum [1] Group 3: Business Segments and Valuation - The company's business spans consumer electronics, smart automotive, humanoid robots, AI glasses/XR headsets, smart retail devices, and AI data centers, forming a collaborative development layout across multiple scenarios [1] - The current price corresponds to a PE ratio of 38.69/28.46/22.92 times, maintaining a "buy" rating [1]