3月28日，藍思科技披露2024年年度報告，營收凈利均實現大幅增長。公司2024年實現營業收入698.97億元，同比增長28.27%；歸母凈利潤36.24億元，同比增長19.94%；扣非凈利潤32.86億元，同比增長46.31%。經營現金流方面，藍思科技2024年經營活動產生的現金流量凈額108.89億元，同比增長17.08%。

It is worth noting that Lens Technology's annual profit distribution plan is 94.0 yuan (tax included) for every 0 shares, and the total cash dividend is 00 million yuan, and the cumulative dividend will exceed 0 billion yuan in the past ten years since its listing.

The consumer electronics market is picking up, leading new trends such as AI terminals and folding screens

In terms of main business, Lens Technology's smartphone and computer business achieved operating income of 42.0 billion yuan, a year-on-year increase of 0.0%. The company occupies a leading position in the field of glass, metal, ceramic, sapphire and other structural parts and functional modules, and has gained more recognition and trust from major customers in the field of complete machine assembly, introduced new categories and new projects, and the operating income of Xiangtan Lens, which is mainly assembled, increased by 0.0% year-on-year.

According to the statistics of market research institute IDC, global smartphone shipments reached 40 million units in 0, a year-on-year increase of about 0.0%, marking the recovery of the smartphone market after experiencing fluctuations.

當前，以AI技術為引領的創新技術正影響消費電子市場的增長潛力，加速了智慧終端換機週期，對產品設計和硬體性能提出更高要求，進而推動產業鏈價值提升。據IDC統計，2025年份生成公式AI手機出貨量將近4.2億部，同比增長82.7%，市場潛力巨大。根據Gartner預測，2025年AI PC的全球出貨量將達到1.14億台，較2024年增長165.5%。

此外，相關技術的發展也推動了人們對智慧終端的需求上升，例如摺疊屏手機的升級反覆運算帶動了螢幕數量的增長，從直板機的單屏向雙屏乃至三屏演進，同時採用超薄柔性玻璃（UTG）等新型材料及其模組，使得單台產品的價值較其他產品大幅提升。根據IDC數據，2024中國摺疊屏手機出貨量約917萬台，同比增長30.8%。

Lens Technology previously replied to investors in Interactive Easy that the company has already laid out the manufacturing process of folding protective screens such as UTG and CPI, deeply cooperated with major brands for R&D and production, and has the ability to quickly mass-produce flexible screens and modules of various materials for folding screen mobile phones.

Intelligent vehicles have generated more market demand, and the value of bicycles has continued to increase

In the intelligent car and cockpit business segment, Lens Technology achieved operating income of 30.0 billion yuan, a year-on-year increase of 0.0%. The company said that on the basis of deeply cultivating more than 0 smart car customers, relying on the vertical integration capabilities of the whole industry chain and the layout of the global supply chain, it has won more business opportunities, and the central control module, instrument panel, intelligent B-pillar and C-pillar, charging pile, cockpit decoration, wireless charging module and other products have maintained rapid growth, and multi-functional window glass has made breakthroughs and entered the stage of mass production, and the value of bicycles continues to increase.

According to the China Association of Automobile Manufacturers, the annual sales of automobiles in 8 reached 0.00 units, a year-on-year increase of 0.0%, and the sales of new energy vehicles reached 0.00 units, a year-on-year increase of 0.0%. According to IDC's forecast, the market size of new energy vehicles in China's passenger car market is expected to exceed 0.0 million units in 0 years, with a compound annual growth rate of 0.0%, and the continuous growth potential is strong.

With the maturity of intelligent driving and unmanned driving technology, the penetration rate of smart cockpit has increased, and human-computer interaction has developed to be personalized, convenient and multimodal.

Forward-looking layout of future industries, accelerate the large-scale implementation of new products such as humanoid robots and AI glasses

According to the announcement, Lens Technology's smart headset and smart wearable business achieved operating income of 39.0 billion yuan, an increase of 0.0% year-on-year. The company's R&D and production of appearance parts, structural parts, optical lenses and other components have been applied to a variety of high-end MR headsets and AI glasses products, and promoted and completed the research and development of a number of new products that are about to be mass-produced.

In 2024 years, emerging markets represented by intelligent robots and AI glasses/XR headsets are ushering in an industrialization change. With many years of technology and experience in the consumer electronics industry, strong advantages in accuracy, efficiency and cost control, Lens Technology has worked closely with many domestic and foreign humanoid robot companies such as Zhiyuan from R&D to large-scale mass production, and has the ability to respond efficiently and quickly to mass production, and jointly promote the rapid development of the entire industry.

智慧穿戴設備與AI融合，AI眼鏡等支持視覺輔助、語音交互，帶來新體驗，推動產品更新。據IDC預計，2025年全球智慧眼鏡出貨量將達1205萬台。此前，藍思科技已官宣與AI交互領軍企業杭州靈伴科技（Rokid）達成深度戰略合作。作為RokidAI眼鏡全系產品的整機組裝合作夥伴，藍思科技從鏡架、鏡片、功能模組到全自動組裝實現全鏈條覆蓋，依託全球領先的智慧製造體系可助力杭州靈伴科技突破產能瓶頸，加速產品規模化交付。

Design, integrate and deliver new intelligent terminals to provide strong support for the digital transformation of the retail industry

The announcement also shows that during the reporting period, Lens Technology's other intelligent terminal businesses achieved operating revenue of 23.0 billion yuan, an increase of 0.0% year-on-year. This segment is growing rapidly, and the company said that it is mainly due to the strong machine design, precision manufacturing, exquisite craftsmanship, and automated machine assembly capabilities, which can realize the product from concept concept to large-scale mass production for smart retail customers in a short period of time. At the same time, the company has also introduced more self-owned parts and functional modules to further consolidate its market share and improve the company's overall efficiency.

With the continuous development of digital wave and smart retail terminal technology, smart retail terminals and ESLs, as the core equipment in the field of smart retail, have strongly promoted the integration of online and offline and the improvement of consumer experience, bringing more convenience and possibilities.

It is reported that Lens Technology, as the co-developer of Alipay's "Touch" smart payment terminal products, is supported by Lens Technology's complete machine assembly and ODM capabilities, and has been successfully mass-produced and delivered last year. At present, Alipay's "Touch" has been rolled out in more than 1000 cities across the country, and more than 0 large shopping malls, business districts, and many chain merchants across the country have been connected.

In 2025 years, Lens Technology will consolidate the advantages of precision manufacturing in the whole industry chain, deepen the global production capacity layout, and strengthen the "multi-wheel drive" strategy of consumer electronics + smart cars + humanoid robots. It will focus on promoting the upgrading of intelligent manufacturing, vertical integration and the expansion of emerging markets, and accelerate technological breakthroughs in AI glasses, XR headsets and other fields. At the same time, we will improve the sustainable development system with ESG as the core, optimize green intelligent manufacturing and resource utilization efficiency, and enhance global competitiveness.

Xiaoxiang Morning News reporter Chen Haijun correspondent Dai Le