* 苹果AAPL.O手机防护玻璃供应商--中国蓝思科技H股6613.HK周四早盘低开7.7%，随后跌幅扩大至20.2%，报15.68港元，创去年7月挂牌以来新低；其A股300433.SZ亦重挫15.7%，报24.94元人民币，创2025年8月18日以来新低。
* 花旗在报告中对蓝思科技第一季业绩点评称，将蓝思科技A股目标价下调至30元，H股目标价下调至25港元。
花旗并指，2026年是公司转型之年，消费电子业务承压，新业务则处于快速爬坡与培育阶段。尽管2026年上半年表现不及预期，但预计二季度末至三季度末，公司将受益于iOS产业链补库。从风险收益比角度，更偏好H股。
* 蓝思科技A股今年迄今大跌14.3%，同期沪深300指数.CSI300上扬2%。
* 中证消费电子主题指数.CSI931494盘中一度升0.5%。（完）
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(发稿 徐凯文；审校 杨淑祯)
((kaiwen.xu@thomsonreuters.com))
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