300433 蓝思科技
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蓝思科技：将全面推进机器人产能落地与量产交付工作
财中社 · 09-03 16:16
蓝思科技：将全面推进机器人产能落地与量产交付工作
蓝思科技：东莞松山湖园区已完成扩产及客户验证，加速推进新一代AI服务器结构件、高效液冷散热系统产能爬坡
智通财经 · 09-03 16:10
蓝思科技：东莞松山湖园区已完成扩产及客户验证，加速推进新一代AI服务器结构件、高效液冷散热系统产能爬坡
蓝思科技：UTG折叠屏、3D玻璃、AI眼镜等业务出货量和收入体量稳居行业前列
南方财经网 · 09-03 16:07
蓝思科技：UTG折叠屏、3D玻璃、AI眼镜等业务出货量和收入体量稳居行业前列
蓝思科技：聚焦玻璃中后道精密深加工与成型环节，具备高精度、大批量、全球交付能力
南方财经网 · 09-03 16:07
蓝思科技：聚焦玻璃中后道精密深加工与成型环节，具备高精度、大批量、全球交付能力
瑞银集团在蓝思科技的H股好仓比例上升0.76%至11.42%
南方财经网 · 09-01 17:21
瑞银集团在蓝思科技的H股好仓比例上升0.76%至11.42%
摩根大通在蓝思科技的H股好仓比例上升0.65%至5.19%
南方财经网 · 08-27
摩根大通在蓝思科技的H股好仓比例上升0.65%至5.19%
里昂：升蓝思科技(06613)目标价至30.7港元 维持“跑赢大市”评级
智通财经 · 08-26
里昂：升蓝思科技(06613)目标价至30.7港元 维持“跑赢大市”评级
蓝思科技午前涨超5% 公司智能终端及AI算力基建等新兴领域走强
新浪港股 · 08-26
蓝思科技午前涨超5% 公司智能终端及AI算力基建等新兴领域走强
大行评级丨里昂：上调蓝思科技目标价至30.7港元，维持“跑赢大市”评级
格隆汇 · 08-26
大行评级丨里昂：上调蓝思科技目标价至30.7港元，维持“跑赢大市”评级
利好来了！这些折叠屏概念股业绩有望高增长（附名单）
东方财富网 · 08-25
利好来了！这些折叠屏概念股业绩有望高增长（附名单）
蓝思科技多点突破，AI眼镜服务器折叠机齐发力
每日经济新闻 · 08-25
蓝思科技多点突破，AI眼镜服务器折叠机齐发力
蓝思科技：预计下半年具身智能板块会实现更大幅度增长
格隆汇 · 08-25
蓝思科技：预计下半年具身智能板块会实现更大幅度增长
蓝思科技：运动相机组装业务两个项目已进入量产爬坡阶段
格隆汇 · 08-25
蓝思科技：运动相机组装业务两个项目已进入量产爬坡阶段
蓝思科技：下半年将迎来新一代AI服务器结构等领域订单爬坡
智通财经 · 08-25
蓝思科技：下半年将迎来新一代AI服务器结构等领域订单爬坡
蓝思科技二季度净利7.26亿元 TGV技术加速落地重塑估值逻辑
证券日报 · 08-24
蓝思科技二季度净利7.26亿元 TGV技术加速落地重塑估值逻辑
蓝思科技上半年营收289亿：扣非后净利2.8亿 同比降70%
雷递网 · 08-24
蓝思科技上半年营收289亿：扣非后净利2.8亿 同比降70%
美银证券：升蓝思科技(06613)目标价至27港元 次季业绩胜预期
智通财经 · 08-24
美银证券：升蓝思科技(06613)目标价至27港元 次季业绩胜预期
大行评级丨美银：蓝思科技次季转亏为盈并胜预期，上调AH股目标价
格隆汇 · 08-24
大行评级丨美银：蓝思科技次季转亏为盈并胜预期，上调AH股目标价
蓝思科技将于10月20日派发中期股息每10股1.15598 港元
新浪港股 · 08-24
蓝思科技将于10月20日派发中期股息每10股1.15598 港元
蓝思科技（300433）2026年中报简析：净利润同比下降49.52%，公司应收账款体量较大
证券之星 · 08-23
蓝思科技（300433）2026年中报简析：净利润同比下降49.52%，公司应收账款体量较大
公司概况
公司名称：
蓝思科技股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2015-03-18
主营业务：
蓝思科技股份有限公司的主营业务是智能手机与电脑、智能汽车及座舱、智能头显与智能穿戴、人形机器人等智能终端的结构件、功能模组、整机组装等配套服务的研发、生产和销售。公司的主要产品是智能手机和电脑、折叠屏手机、AI眼镜、智能座舱、超薄夹胶多功能车窗玻璃、具身智能业务、AI服务器业务、商业航天业务。
发行价格：
22.99
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17:21","pubTimestamp":1788254460,"startTime":"0","endTime":"0","summary":"南财智讯9月1日电，香港交易所披露信息显示，UBSGroupAG（瑞银集团）在蓝思科技的H股好仓（L）比例于8月26日从10.66%上升至11.42%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861551225.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861551225.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0201","BK0028","300433","BK0076","SGXZ49509284.SGD","SGXZ81163826.USD","BK0214","BK0196","LU1934453819.USD","LU1979443071.USD","BK0072","BK0064","BK1170","06613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662277742","title":"摩根大通在蓝思科技的H股好仓比例上升0.65%至5.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662277742","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662277742?lang=zh_cn&edition=full","pubTime":"2026-08-27 17:20","pubTimestamp":1787822400,"startTime":"0","endTime":"0","summary":"南财智讯8月27日电，香港交易所披露信息显示，JPMorganChase&Co.（摩根大通）在蓝思科技的H股好仓（L）比例于8月24日从4.54%上升至5.19%。同时淡仓（S）比例从5.68%升至6.32%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608273856482594.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608273856482594.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2237443465.HKD","LU0234570918.USD","BK0076","300433","IYF","BK0196","LU0323591593.USD","LU0208291251.USD","LU0640476718.USD","LU0070302665.USD","IE00BHPRN162.USD","IE00BDRTCR15.USD","BK0064","LU0345769128.USD","LU0265550359.USD","LU1668664300.SGD","UYG","IE00BJTD4V19.USD","PGF","LU0345770308.USD","LU0683600562.USD","LU1496350502.SGD","LU1244550577.SGD","TFNS","LU0149725797.USD","06613","LU0976567544.SGD","VFH","LU2023250843.SGD","FTXO","BK0214","KBWB","XLF","LU0310799852.SGD","LU2264538146.SGD","TRUF","IE00B775SV38.USD","JPMO","LU2213496289.HKD","IXG","LU2430703095.HKD","LU0211326755.USD","FNCL","JPO","LU1496350171.SGD","LU2430703178.SGD","IYG","SG9999002232.USD","LU0345770993.USD","IE0034235295.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662798803","title":"里昂：升蓝思科技(06613)目标价至30.7港元 维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2662798803","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662798803?lang=zh_cn&edition=full","pubTime":"2026-08-26 14:15","pubTimestamp":1787724907,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，里昂发布研报称，蓝思科技(06613)2026年第二季利润同比上升2%至7.26亿元人民币。公司认为主要客户的新产品开发及推出进展顺利。其松山湖厂房的服务器机架及液冷设备正接受客户审核，公司汽车玻璃产品爬坡进度仍按计划进行，而汽车业务毛利率应会随着墨西哥厂房停止营运而回升。报告指，由于Android智能手机业务收入较低，将蓝思科技2026/2027/2028年盈利预测分别下调12%/7%/6%至42亿元/62亿元/78亿元。随着新增长动力贡献增加，目标价由24港元上调至30.7港元，并维持“跑赢大市”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1485861.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["EWH","300433","06613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662955764","title":"蓝思科技午前涨超5% 公司智能终端及AI算力基建等新兴领域走强","url":"https://stock-news.laohu8.com/highlight/detail?id=2662955764","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662955764?lang=zh_cn&edition=full","pubTime":"2026-08-26 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