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藍思科技
25.400
0.000
手動刷新
成交量:
519.92萬
成交額:
1.31億
市值:
1,342.14億
市盈率:
31.58
高:
25.540
開:
25.400
低:
24.980
收:
25.400
52周最高:
33.940
52周最低:
18.224
股本:
52.84億
香港流通股本:
3.02億
量比:
1.22
換手率:
1.72%
股息:
0.11
股息率:
0.43%
每股收益(LYR):
0.804
淨資產收益率:
8.01%
總資產收益率:
3.03%
市淨率:
2.26
市盈率(LYR):
31.58
市銷率:
1.58
資料載入中...
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公司
新聞資訊
公告
異動解讀 | 藍思科技盤中大跌5.51%,蘋果AI入華延期拖累概念股
异动解读
·
11/04
藍思科技今年前三季實現營收537億,AI硬件業務驅動新一輪成長
潇湘晨报
·
11/04
蘋果新高背後:揭秘萬億產業鏈上的投資密碼
格隆汇
·
11/03
蘋果概念股:港股普跌,蘋果Q4營收增8%大中華區降3.6%
和讯网
·
11/03
事關存儲、電力設備、機器人......這些公司被機構「踏破門檻」
滚动播报
·
11/01
一些高評級市政債券因政治因素遭受打擊
投资观察
·
11/01
藍思科技的前世今生:2025年三季度營收536.63億行業第五,淨利潤27.92億行業第四
新浪财经
·
10/31
掘金A股「新王」!
中国基金报
·
10/31
藍思科技前三季淨利增19.91% Q3港股募資47億港元
中金财经
·
10/31
藍思科技10月30日現1筆大宗交易 總成交金額297.3萬元 溢價率為0.00%
新浪财经
·
10/30
藍思科技(06613)10月30日斥資4998.29萬元回購167.68萬股A股
智通财经
·
10/30
看好2026年多新品創新週期
东方财富
·
10/30
藍思科技:首條汽車玻璃產線已通過客户認證 預計明年年初實現量產
新玻网
·
10/30
藍思科技:預計今年全年人形機器人出貨量數千台
E公司
·
10/30
卡位「AI+」賽道,具身智能全鏈突破,藍思科技前三季度營利雙增
财闻
·
10/30
藍思科技(6613.HK)2025Q3財報點評:多元佈局促進經營表現強勁 具身智能規模效應逐步顯現
国海证券
·
10/30
手機之後,AI眼鏡時代要來了?百度、阿里入局,哪些上市公司已卡位?
湾区财经传媒
·
10/29
藍思科技三季報業績創歷史新高,AI眼鏡業務成增長新引擎
XR控
·
10/29
中國成智能眼鏡增長最快市場 誰能成為扛旗者?
鳌头财经
·
10/29
機械設備行業點評報告:特斯拉首次公開明確Optimus量產時間點,2026年Q1前V3有望亮相
开源证券
·
10/29
更多
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06:21","pubTimestamp":1762208467,"startTime":"0","endTime":"0","summary":"蓝思科技近日正式发布第三季度财务报告。报告显示,公司前三季度累计实现营业收入536.63亿元,同比增长16.08%;归属于上市公司股东的净利润28.43亿元,同比增长19.91%;扣非归母净利润27.03亿元,同比增长28.72%。其中第三季度单季营收达207.02亿元,创历史同期新高,同比增长19.25%,展现出在AI技术推动创新周期下的强劲发展势头。IDC数据显示,第三季度全球智能手机出货量达3.227亿部,同比增长2.6%,高端市场与AI智能手机成为增长关键动力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104062329a6debbae&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:29","pubTimestamp":1762165740,"startTime":"0","endTime":"0","summary":"它的背后,是一个深度整合、年产值超过4000亿人民币的庞大产业链,而中国企业,正是这条链条上不可或缺的“隐形脊梁”。当苹果发布新品时,它需要的是在短短几周内,实现从零到数百万台产量的爬坡,并迅速铺满全球市场。而比亚迪,作为新能源汽车的巨头,其旗下的比亚迪电子同样是苹果产业链中重要的一环。但过度依赖苹果,也意味着风险高度集中。那么,在当前这个时间点,苹果产业链还蕴含着哪些投资密码?","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103184118a484f0c2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:03","pubTimestamp":1762142625,"startTime":"0","endTime":"0","summary":"11月3日,港股苹果概念股普遍下跌。该季度营收1024.66亿美元,同比增8%,净利润274.66亿美元,同比增86.4%。CEO蒂姆·库克称,最新季度苹果收入创同期新高,iPhone和服务业务收入破纪录。不过,该季度大中华区收入144.93亿美元,同比降3.6%。iPhone16在中国市场表现较弱,iPhone17系列上市或扭转颓势。市场调研机构IDC数据显示,三季度中国市场智能手机出货约6840万台,同比降0.6%,延续下降势头。三季度是传统手机销售淡季,新品发布及上市数量少。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103150403a4846da7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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恰逢A股Q3财报季落幕,本周在上市公司获机构调研期间,除了关注三季度业绩变化原因、业务进展外,部分公司也对第四季度乃至2026年的业务布局作出展望。 蓝思科技方面,在被问及明年人形机器人业务预期时,其指出公司在机器人领域布局较早,目前已成功进入北美和国内头部机器人供应链。 展望未来,蓝思科技表示,三季度末大客户新机发布后,市场反应超出预期,新机持续热卖,客户订单需求旺盛。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-01/doc-infvwrzp7708827.shtml","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":"sina","symbols":["BK1170","399300","06613","159982"],"gpt_icon":0},{"id":"1156505480","title":"一些高評級市政債券因政治因素遭受打擊","url":"https://stock-news.laohu8.com/highlight/detail?id=1156505480","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156505480?lang=zh_tw&edition=fundamental","pubTime":"2025-11-01 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近日发布的2025年三季度报告显示,今年内前三季度,公司实现营业收入536.63亿元,同比增长16.08%;归属于上市公司股东的净利润28.43亿元,同比增长19.91%;归属于上市公司股东的扣除非经常性损益的净利润27.03亿元,同比增长28.72%;经营活动产生的现金流量净额为58.44亿元,同比下降7.09%。 蓝思科技于2020年定增募资150亿元。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202510/31/20251031766925.jpg","type":0,"news_type":0,"thumbnails":[" 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12:00","pubTimestamp":1761796837,"startTime":"0","endTime":"0","summary":"人民财讯10月30日电,蓝思科技(300433)10月28日在分析师会议表示,公司开发的超薄夹胶汽车玻璃已获得美规、欧规和中规认证。首条汽车玻璃产线已通过客户认证,预计在今年年底到明年年初实现量产,满足数十万辆汽车的客户需求。另外三条产线预计在今年年底完成基础建设,并在明年一季度通过客户认证后快速投入量产。这四条线全部投产后,年产能可匹配上百万辆车。目前公司正与20多家汽车厂商合作,鉴于市场需求旺盛,预计未来几年将成为公司重要的业绩增长点。(来源:人民财讯)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030121710a6d5f5aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:31","pubTimestamp":1761787917,"startTime":"0","endTime":"0","summary":"人民财讯10月30日电,蓝思科技(300433)10月28日在分析师会议表示,公司在机器人领域布局较早,目前已成功进入北美和国内头部机器人供应链。预计今年全年的人形机器人出货量数千台,四足机器狗出货量上万台,机器人业务带来的营收初步估计为数亿元,公司目前已成为最大的具身智能硬件制造平台之一。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103009315794e4918d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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经营表现强劲,营收与利润均实现双位数增长。盈利预测和投资评级考虑到公司多款新品释放,且具身智能相关产品也已批量交付。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030203133974a5b14&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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万元。AI眼镜产业趋势明确,2025年新品发布催化不断,AI眼镜相关产业链有望持续受益。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251029224935a47c1300&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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眼镜市场快速发展的背景下,蓝思科技凭借与北美头部客户的深度合作,业务实现显著拓展。公司不仅为该客户的热销 AI 眼镜提供精密结构件、光学与声学组件,还进一步承接了软板贴片、无线充电模组及整机组装等环节,预计将为公司带来新一轮增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251029163141a47b6543&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:15","pubTimestamp":1761711333,"startTime":"0","endTime":"0","summary":"根据测算,Meta全系列智能眼镜在今年第二季度的销量约75万副,较一季度增长了50%。今年上半年,Meta智能眼镜累计销量达126万副;去年全年,其销量突破了100万副。另有机构测算,截至目前Meta智能眼镜产品的总销量已接近300万副。中国智能眼镜市场增速喜人从销量来看,仿佛人人都是扛旗者。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102912255494e3011a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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