浦银国际发表研究报告指，首次覆盖蓝思科技，予“买入”评级，H股目标价23.3港元，认为新一轮创新周期催化成长机遇。该行指，蓝思科技短中长期增长动能充裕，其成长动能来自于：1)未来三年超薄手机和折叠手机带动单机玻璃价值量提升，平均单价和毛利率将再次提升；2)明年开始随着UTG玻璃在折叠手机中渗透，手机盖板玻璃动能将持续；3)汽车玻璃业务有望在明年开始进入收获期，提供中期成长动能；4)蓝思多材料布局，包括金属铝、钛等，维持上行势头；5)人形机器人、AI眼镜等潜在新兴产业布局完善，长期增长空间和确定性有所保障。
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