证券之星消息，2025年7月4日中科蓝讯(688332)发布公告称华泰资管、国海证券、中邮证券于2025年7月1 日调研我司。 具体内容如下： 问：公司简介： 答：问环节 6 月12日，公司参加了由百度智能云、汕头市澄海区人民政府主办的2025I玩具产业创新和发展会议，以 自主研发的B6003G Wi-Fi芯片为核心，积极布局I玩具产业生态，推动传统玩具向智能化、个性化、交互 化方向升级。在I玩具领域，公司依托强大的芯片研发能力和I技术积累，打造了完整的"芯片+算法+内 容"一体化解决方案。自研的B6003G芯片不仅具备低功耗、高性能的特点，更通过深度优化神经网络加速 器，实现了本地化I运算能力，让玩具产品能够快速响应用户的各种交互需求。同时，公司与百度智能 云、火山引擎等I平台深度合作，将大模型的强大能力引入玩具终端，赋予产品更丰富的教育内容和更自 然的交互体验。 未来，公司将持续布局I端侧领域，继续与国内外大模型平台开展合作，向市场推出用户体验度更好的I端 侧产品解决方案。 3、公司在推出新产品方面有何规划？ 1、请介绍公司投资摩尔线程和沐曦股份的情况。 为强化公司在半导体核心领域的战略布局并赋能长期发展 ...

Core Viewpoint - The AI glasses concept has seen a significant surge, with companies like Zhili Fang experiencing over a 10% increase in stock price following the announcement of Xiaomi's AI glasses launch [1] Group 1: Market Reaction - Zhili Fang's stock rose by more than 10% during the trading session [1] - Other companies in the sector, including Hao Shang Hao, Pinming Technology, and others, also saw their stock prices increase [1] Group 2: Product Launch - Xiaomi officially announced that it will unveil its "next-generation personal smart device," which is the Xiaomi AI glasses, on the evening of June 26 [1] - Rokid Glasses, the world's first mass-produced consumer-grade AI+AR glasses, officially began mass production on June 24, with 250,000 global pre-orders already secured [1] - The Rokid product has achieved a breakthrough in domestic production across the entire supply chain [1]

证券代码：688332 证券简称：中科蓝讯 公告编号：2025-026 深圳市中科蓝讯科技股份有限公司 2023 年限制性股票激励计划第二个归属期归属结果 暨股份上市公告 本次股票上市流通日期为2025 年 6 月 20 日。 一、本次限制性股票归属的决策程序及相关信息披露 2025 年 5 月 23 日，深圳市中科蓝讯科技股份有限公司（以下简称"公司"）召 开第二届董事会第十九次会议与第二届监事会第十九次会议，审议通过了《关于 作废部分已授予尚未归属的限制性股票的议案》《关于调整公司 2023 年限制性股 票激励计划授予价格的议案》《关于公司 2023 年限制性股票激励计划第二个归属 期归属条件成就的议案》，董事会认为公司 2023 年限制性股票激励计划（以下简 称"本激励计划"）第二个归属期规定的归属条件已经成就，同意公司为符合条 件的 105 名激励对象办理归属相关事宜,本次可归属数量为 29.295 万股。公司监事 会对第二个归属期归属名单进行了审核并出具了核查意见。公司于 2025 年 5 月 24 日在指定信息披露媒体《上海证券报》《中国证券报》《证券时报》《证券日报》及 上海证券交易所网站（ww ...

Core Insights - The Bluetooth chip market is experiencing significant growth, with global shipments increasing from 4.2 billion units in 2018 to 5.3 billion units in 2022, representing a compound annual growth rate (CAGR) of 5.99%. It is projected to reach approximately 5.9 billion units by 2024 [1][14]. - The market is characterized by a strong international presence, with Nordic, Dialog, and Texas Instruments holding a combined 61% share of the global BLE chip market. Chinese companies are emerging through differentiated strategies, focusing on low-power Bluetooth chips and specific application scenarios [1][14]. - The Bluetooth chip industry is expected to penetrate various applications, including smart industrial devices, automotive equipment, smart city solutions, and smart home technologies, driving rapid growth in the Chinese Bluetooth chip sector [1][14]. Industry Overview - Bluetooth chips are integrated circuits that enable short-range wireless communication, applicable in audio transmission, data transfer, and location services. They can be categorized into classic Bluetooth chips and BLE (low-energy) chips [4][15]. - The industry has evolved since the 1990s, with significant advancements driven by the rise of IoT, autonomous driving, and 5G technologies, leading to a high growth phase starting in 2017 [6][15]. Market Dynamics - The Bluetooth chip industry value chain consists of upstream resource providers, midstream chip manufacturers, and downstream users. Upstream includes design tool suppliers and wafer manufacturers, while midstream focuses on Bluetooth chip manufacturers providing various products [8][15]. - The Chinese Bluetooth chip industry is still in its early stages but holds substantial growth potential, especially with the advent of the metaverse era [1][14]. Key Players - Notable companies in the Bluetooth chip sector include: - **Yuchip Technology**: Focuses on low-power AIoT chip design, with significant revenue from smart audio SoC chips [29]. - **Hengxuan Technology**: Specializes in low-power wireless computing SoC chips, with a strong presence in smart wearable and home markets [31]. - **Zhongke Blue Communication**: Engages in wireless audio SoC chip development, covering various product lines [28][31]. - **Tai Ling Microelectronics**: Recently went public, focusing on low-power Bluetooth and Zigbee technology chips [28]. - **Jieli Technology**: Concentrates on system-level chips for audio and wearable devices [28]. Future Trends - The industry is expected to see technological innovations that enhance performance, including higher bandwidth and lower latency, driven by the adoption of Bluetooth 5.4 and subsequent versions [33]. - Application scenarios are diversifying beyond traditional consumer electronics into smart homes, wearables, and automotive electronics, with increasing demand for reliable solutions in B2B markets [34]. - Domestic Bluetooth chip companies are strengthening collaborations across the supply chain, aiming for a complete ecosystem from design to application, with a noticeable trend towards domestic substitution in the face of international competition [35].

Group 1 - The company held its 15th meeting of the second board and the 15th meeting of the second supervisory board on August 12, 2024, where it approved the proposal to temporarily use part of the idle raised funds to supplement working capital [1] - The company is authorized to use up to RMB 200 million of idle raised funds for this purpose, with a validity period of 12 months from the date of board approval [1] - The sponsor institution, China International Capital Corporation, provided a consent verification opinion regarding this decision [1] Group 2 - On February 6 and February 13, 2025, the company repaid RMB 86.79 million and RMB 82.08 million of the temporarily supplemented working capital back to the raised funds special account ahead of schedule [2] - On May 27, 2025, the company repaid the remaining RMB 28.92 million of the temporarily supplemented working capital, notifying the sponsor institution and representative of the repayment status [2] - As of the date of this announcement, the total amount of RMB 197.79 million used for temporarily supplementing working capital has been fully repaid [2]

证券代码：688332 证券简称：中科蓝讯 公告编号：2025-025 深圳市中科蓝讯科技股份有限公司 关于提前归还剩余暂时补充流动资金的闲置募集资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 深圳市中科蓝讯科技股份有限公司（以下简称"公司"）于 2024 年 8 月 12 日召开 第二届董事会第十五次会议、第二届监事会第十五次会议，审议通过了《关于使用部分 闲置募集资金暂时补充流动资金的议案》，同意公司使用额度不超过人民币 20,000 万元 的闲置募集资金暂时补充流动资金，使用期限自董事会审议通过之日起12个月内有效， 保荐机构中国国际金融股份有限公司出具了同意的核查意见，具体内容详见公司 2024 年 8 月 14 日在指定信息披露媒体《上海证券报》《中国证券报》《证券时报》《证券日 报》及上海证券交易所网站（http://www.sse.com.cn）披露的《关于使用部分闲置募集资 金暂时补充流动资金的公告》（公告编号：2024-031）。 特此公告。 深圳市中科蓝讯科技股份有限公司 公司分别于 2025 ...

Core Viewpoint - The legal opinion letter from Guangdong Xinda Law Firm confirms the approval and authorization of Shenzhen Zhongke Lanyun Technology Co., Ltd.'s 2023 restricted stock incentive plan, including the conditions for the second vesting period, price adjustments, and the cancellation of unvested restricted stocks [6][14]. Group 1: Approval and Authorization - On February 6, 2023, the company held board and supervisory meetings to approve the draft of the 2023 restricted stock incentive plan and its management measures [6]. - The company conducted an internal announcement of the incentive plan from February 7 to February 16, 2023, with no objections received [7]. - The second extraordinary general meeting of shareholders on February 22, 2023, approved the incentive plan and authorized the board to handle related matters [8]. Group 2: Vesting Conditions and Adjustments - The second vesting period for the restricted stocks is set from February 22, 2025, to February 21, 2026, following the initial grant date of February 22, 2023 [9]. - The performance targets for the vesting periods are set at 1.4 billion yuan for 2023, 1.8 billion yuan for 2024, and 2.35 billion yuan for 2025 [10]. - The adjustment of the grant price is due to the distribution of cash dividends, changing the price from 28.61 yuan to 27.61 yuan per share [12]. Group 3: Cancellation of Unvested Stocks - Among the 119 incentive recipients, 11 have left the company, resulting in the cancellation of 23,900 shares of unvested restricted stocks [13]. - The cancellation of these stocks is not expected to materially impact the company's financial status or management stability [14]. - The legal opinion confirms that the procedures for the vesting, price adjustment, and cancellation of unvested stocks comply with relevant laws and regulations [14].

Core Viewpoint - The company has adjusted the stock grant price for its 2023 restricted stock incentive plan from 28.61 CNY per share to 27.61 CNY per share due to the distribution of cash dividends [1][5]. Group 1: Decision Process and Disclosure - The board of directors and the supervisory board approved the adjustment of the stock grant price during their meetings, ensuring compliance with relevant regulations and procedures [1][5]. - The independent directors provided opinions on the scientific and reasonable nature of the incentive plan and its assessment indicators [1][2]. - The company disclosed the incentive plan and related information on the Shanghai Stock Exchange, including the self-inspection report regarding insider trading [2][3]. Group 2: Adjustment Methodology - The adjustment of the stock grant price is based on the company's capital reserve conversion, cash dividends, and other corporate actions, following specific formulas outlined in the incentive plan [4][5]. - The adjusted stock grant price was calculated by deducting the cash dividend of 1.00 CNY per share from the original price [4][5]. Group 3: Impact of Adjustment - The adjustment of the stock grant price is in accordance with the relevant laws and regulations and will not have a substantial impact on the company's financial status or operational results [5][6]. - The supervisory board agreed that the adjustment process was legally valid and did not harm the interests of the company or its shareholders [5][6]. Group 4: Legal Opinions - The legal opinion from Guangdong Xinda Law Firm confirmed that the necessary authorizations and approvals for the stock grant and price adjustment have been obtained, complying with applicable laws and regulations [6].

证券代码：688332 证券简称：中科蓝讯 公告编号：2025-022 深圳市中科蓝讯科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 深圳市中科蓝讯科技股份有限公司（以下简称"公司"或"中科蓝讯"） 于 2025 年 5 月 23 日召开第二届董事会第十九次会议、第二届监事会第十九次 会议，审议通过了《关于作废部分已授予尚未归属的限制性股票的议案》，现 将有关事项说明如下： 一、本次股权激励计划已履行的相关审批程序 第十九次会议，审议通过了《关于作废部分已授予尚未归属的限制性股票的议 案》《关于调整公司2023年限制性股票激励计划授予价格的议案》《关于公司 二、本次作废限制性股票的具体情况 根据公司《2023年限制性股票激励计划（草案）》的相关规定，鉴于公司 获授但尚未归属的合计20,300股限制性股票不得归属；3名激励对象由于个人绩 效考核未达标，不符合第二个归属期的归属资格，其已获授但尚未归属的合计 三、本次作废部分限制性股票对公司的影响 第三次会议，审议通过了《关于公司<2023 年限制性股票激励计划（ ...

Core Viewpoint - The Supervisory Board of Shenzhen Zhongke Lanyun Technology Co., Ltd. has verified the eligibility of 105 incentive recipients for the second vesting period of the 2023 restricted stock incentive plan, confirming compliance with relevant laws and regulations [1][2]. Group 1 - The verification process concluded that the performance assessment results for the 105 incentive recipients are compliant and genuine, with no falsehoods or concealment [1]. - The incentive recipients meet the qualifications stipulated in the Company Law, Securities Law, and other relevant regulations, as well as the company's articles of association [1]. - The total number of restricted stocks to be vested for the eligible recipients is 299,250 shares [2].