Core Viewpoint - Lanke Technology, a leading memory interface chip company, successfully listed on the Hong Kong Stock Exchange, with its stock price significantly increasing from the issue price, reflecting strong market interest and confidence in the company's growth potential [1][2]. Group 1: Company Overview - Lanke Technology is a global leader in fabless integrated circuit design, focusing on providing innovative, reliable, and high-efficiency interconnect solutions for cloud computing and AI infrastructure [3]. - According to Frost & Sullivan, Lanke Technology is projected to be the largest supplier of memory interconnect chips globally by 2024, holding a market share of 36.8% based on revenue [3]. Group 2: Financial Performance - The company plans to achieve a net profit of between 2.15 billion to 2.35 billion RMB for the fiscal year 2025, representing a year-on-year growth of 52.29% to 66.46% [3]. - Excluding non-recurring gains and losses, the expected net profit is projected to be between 1.92 billion to 2.12 billion RMB, with a potential growth rate nearing 70% [3]. - The anticipated increase in performance is attributed to the booming demand in the AI industry, which has significantly boosted the shipment volume of the company's interconnect chips [3].

Market Performance - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 1.44% to 26,942.74 points, the Hang Seng Tech Index up by 1.02% to 5,400.89 points, and the National Enterprises Index rising by 1.23% to 9,142.14 points [1] - Major technology stocks showed mixed performance, with Alibaba up by 1.94%, Tencent Holdings up by 1.1%, and JD Group up by 1.4%, while Xiaomi Group fell by 0.06% and Meituan dropped by 0.98% [1] Sector Highlights - Semiconductor stocks continued to perform strongly, with Zhaoyi Innovation rising by nearly 11%, Huahong Semiconductor up over 5%, and SMIC increasing by over 3% [2] - The insurance sector saw gains, with China Life up over 4% and other major insurers like Ping An and China Pacific Insurance rising over 3% [3] - The space photovoltaic sector experienced significant growth, with Junda Co. surging over 16% and Xiexin Technology up over 7% [4] New Listings - The debut of Lanke Technology was notable, with its stock price soaring over 50% on the first day of trading [5] Company Updates - Beijing Capital International Airport Holdings expects a net loss of 600 million to 760 million yuan in 2025, a reduction in loss by 45.3% to 56.8% due to recovering air travel demand and cost control [6] - Times Electric anticipates a revenue of 28.761 billion yuan in 2025, a year-on-year increase of 15.46%, with a net profit of 4.105 billion yuan, up 10.88% year-on-year [7] Real Estate Sales - Real estate sales showed divergence, with Yuexiu Property's sales down 36.4%, while Greenland Hong Kong's sales surged by 287.79% [8] Fund Movements - Several companies engaged in share buybacks during market adjustments, including Kingsoft with nearly 30 million HKD, Geely Automobile with 27.16 million HKD, and October Rice Field with 7.33 million HKD [9] Institutional Insights - Guotai Junan Securities noted an 82% probability of the Hang Seng Index rising in the three trading days before the Spring Festival, indicating a potential "passive follow" effect due to changing pricing logic [10] - Everbright Securities suggested a "growth + value" strategy, focusing on AI, non-ferrous metals, chemicals, and insurance sectors [11]

芯片ETF天弘（159310）业绩比较基准为中证芯片产业指数收益率，管理人为天弘基金管理有限公司， 基金经理为洪明华，成立（2024-04-18）以来回报为120.56%，近一个月回报为-0.37%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月9日，芯片ETF天弘（159310）开盘涨2.76%，报2.268元。芯片ETF天弘（159310）重仓股方面，寒 武纪开盘涨2.22%，中芯国际涨1.86%，海光信息涨3.43%，北方华创涨1.45%，兆易创新涨2.82%，澜起 科技涨4.49%，中微公司涨1.62%，豪威集团涨1.20%，紫光国微涨1.49%，拓荆科技涨1.72%。 ...

上周五美股大涨，以及大宗商品止跌回弹，市场情绪回升。港股上午盘三大指数集体收涨，恒生指数盘 初一度涨至2%，午间收涨1.44%，国企指数、恒生科技指数分别上涨1.23%及1.02%。权重科技股多数 上涨，其中百度涨近4%，半导体股、重型机械股、黄金股、保险、中资券商股等集体活跃。另外，电 信股、家电股、石油股部分走低，三大运营商集体下跌。澜起科技上市半日大涨50%。(格隆汇) ...

Group 1 - The core viewpoint of the article is that Lanqi Technology, a leading global memory interconnect chip company, successfully listed on the Hong Kong Stock Exchange, raising approximately HKD 6.905 billion through the issuance of 65.89 million H-shares at an issue price of HKD 106.89 per share [1] - The company experienced significant demand during its public offering, with a subscription rate of 707.3 times for the Hong Kong public offering and 37.67 times for international placement, attracting around 260,600 valid applications [1] - On its first trading day, Lanqi Technology opened at HKD 168, representing a more than 57% increase from the issue price [1] Group 2 - Founded in Shanghai in 2004, Lanqi Technology became one of the first companies to list on the Sci-Tech Innovation Board in 2019, focusing on cloud computing and AI infrastructure interconnect solutions [1] - The company is projected to hold a 36.8% market share in the global memory interconnect chip market in 2024, positioning it as the leading supplier in this sector [1] - For 2025, Lanqi Technology anticipates a year-on-year increase of 52.29% in net profit attributable to shareholders, reaching approximately HKD 66.46 million, driven by the surge in demand for interconnect chips due to the AI industry boom [1]

「IPO全观察」 栏目聚焦首次公开募股公司，报道企业家创业经历与成功故事，剖析公司商业模式 和经营业绩，并揭秘VC、CVC等各方资本力量对公司的投资加持。 公司的核心产品是内存接口芯片。这是连接服务器内存与处理器的关键器件，是 内存和 CPU之间的 " 高速翻译官 +信号调度员+性能加速器 " ，没有它， CPU无法和内存进行稳定、高速的数据交互 。 当前内存接口芯片行业主流的技术标准是 DDR4与DDR5，而全球范围内具备这两代主流标准芯片量 产能力的公司仅有三家，澜起科技就是其中之一，且是市场份额最大的一家。 根据弗若斯特沙利文的报告， 2024年，澜起科技以36.8%的营收份额位居全球内存互连芯片市场第 一。 澜起科技的护城河极深，早在 2013年，其发明的DDR4全缓冲"1+9"架构就被全球微电子行业标准 化组织JEDEC（联合电子设备工程委员会，Joint Electron Device Engineering Council）采纳为 国际标准。进入DDR5世代，公司进一步深度参与多项国际标准的制定，并在部分关键技术方向上发 挥了重要作用。 目前，公司产品主要供应给全球内存模组制造商和服务器供应商， ...

来源：滚动播报 2月9日，澜起科技正式登陆港交所，最终发售价为106.89港元/股。上市首日早盘，澜起科技H股一度涨 近60%，最高报171港元/股。 ...

Core Viewpoint - The Sci-Tech Chip ETF Fund (588290) opened with a gain of 2.37%, reaching a price of 2.545 yuan, indicating positive market sentiment towards the fund and its underlying assets [1] Group 1: Fund Performance - The fund's performance benchmark is the Shanghai Stock Exchange Sci-Tech Board Chip Index return rate [1] - Since its establishment on September 30, 2022, the fund has achieved a return of 148.63% [1] - The fund's return over the past month is reported at 1.57% [1] Group 2: Major Holdings - Key stocks in the fund include: - SMIC (中芯国际) with a gain of 1.86% [1] - Haiguang Information (海光信息) up by 3.43% [1] - Cambricon (寒武纪) increasing by 2.22% [1] - Lattice Technology (澜起科技) rising by 4.49% [1] - Zhongwei Company (中微公司) up by 1.62% [1] - Tuojing Technology (拓荆科技) gaining 1.72% [1] - Chipone (芯原股份) increasing by 4.33% [1] - Hua Hong Semiconductor (华虹公司) up by 3.64% [1] - Hu Silicon Industry (沪硅产业) down by 0.77% [1] - East China Semiconductor (东芯股份) up by 1.29% [1]

资料显示，澜起科技是一家全球领先的无晶圆厂集成电路设计公司，专注于为云计算及AI基础设施提供创新、可靠且高能效的互连解决方案。根据弗若斯 特沙利文的资料，按收入计算，公司于2024年位居全球最大的内存互连芯片供应商，市场份额达36.8%。 2月9日，内存接口芯片龙头澜起科技在港交所挂牌上市。 业绩方面，公司近日发布的公告显示，预计2025年度净利润将达到21.5亿元至23.5亿元人民币，较上年同期增长52.29%至66.46%。扣除非经常性损益后的净 利润预计为19.2亿元至21.2亿元人民币，增幅最高接近70%。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 F9 盘前盘后 叠加 九转 画线 工具 © | | --- | --- | | 187.100 | 6809[澜起科技] 11:06 价 159.850 涨跌 52.960(49.55%) 均价 157.611 成交量 5200 成交金额 83.13万 2026/02/09 | | | Win.日人气榜 第 12 名 | | 167.048 m | | | ----- | | | 146.995 | | | 126.943 ...

芯东西2月10日报道，今日，上海内存互连芯片巨头澜起科技在港交所挂牌上市。 其发行价为每股106.89港元（约合人民币94.86元），开盘价为每股168.00港元（约合人民币149.09元），上涨57.17%，开盘市值为2036.69亿港元（约合人 民币1807.42亿元）。 | 澜起科技 (06809.HK) | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 交易中 02-09 09:50:00 | | | | | | | | 161.600 HKD | | | | | | | | +54.710 +51.18% 数码解决方案服务 +1.88% > | | | | | | | | 996.25万股 ਦੇ 开 168.000 成交量 | | 最 高 | | 171.000 | | | | 邸 112 | 106.890 | 最 (EE | | 158.600 | 成交额 | 15.62亿 | | 换手率 | 15.12% | 市盈TTM () | | 86.57 | 总市值▼ | 1959.10 亿 | | A 股 168.00 CNY + ...