功率半导体厂商集体涨价。继英飞凌、士兰微、宏微科技等厂商后，近日，又有功率半导体厂商发布价 格调整通知。2月25日，国产功率半导体厂商新洁能发布价格调整通知，宣布对MOSFET产品涨价10% 起，3月1日起发货生效。据证券时报·数据宝统计，A股中属于半导体细分行业的个股共有173只，目前 已有124股发布2025年度业绩预告、业绩快报或年报，其中46股净利润预增，13股预计扭亏，22股预计 减亏（归母净利润按年报、业绩快报、业绩预告下限计算）。净利润预增的个股中，臻镭科技、佰维存 储、中科蓝讯等11股预计净利润增幅超过100%。 ...

Core Insights - The 2026 Spring Festival Gala marked a significant shift with AI becoming the main attraction, integrating deeply into the event in unprecedented ways [1][11] Group 1: AI Application and Engagement - The core of this AI-driven event was the "Doubao" application from ByteDance, which played a crucial role as the exclusive AI cloud partner, contributing to both technical support and interactive segments [3][4] - "Doubao" launched a large-scale "Doubao New Year" campaign a week before the gala, featuring exciting lottery activities with over 100,000 high-tech prizes, including robots and electric vehicles, to engage the audience [3][4] Group 2: Technical Infrastructure - Behind the scenes, ByteDance's video generation model Seedance 2.0 was responsible for creating customized visual experiences for several performances, enhancing the overall viewer experience [6] - The AI server supply chain was led by Inspur Information, which provided high-performance servers equipped with NVIDIA H800 GPUs, crucial for supporting "Doubao" and the gala's high concurrency interactions [7] Group 3: Data and Content Supply - Hai Tian Rui Sheng, a leader in AI training data, supplied high-quality multimodal training data for "Doubao," while Visual China provided essential image and video content [9] - The marketing aspect was significantly supported by BlueFocus, which integrated "Doubao" into its marketing platform, facilitating AI-driven promotional activities for the gala [9] Group 4: Hardware and Software Collaboration - Zhongke Chuangda was designated as the sole system-level software partner for "Doubao," focusing on optimizing the AI's performance on various devices [8] - ZTE collaborated with "Doubao" to develop AI smartphones, while other companies provided essential components for AI-enabled devices, ensuring seamless integration of AI technology into consumer products [8]

Core Viewpoint - Zhongke Lanyun (688332) has significantly increased its performance forecast, drawing market attention due to fluctuations in investment portfolio value and progress in its main business [1] Group 1: Performance Overview - The company announced on January 7, 2026, that it expects a net profit attributable to shareholders for 2025 to be between 1.4 billion to 1.43 billion yuan, representing a year-on-year increase of 366.51% to 376.51%, primarily due to fair value changes from investments in Moer Thread and Muxi Co., Ltd [2] - The official annual report will provide more detailed financial data, which will be crucial for assessing the final results [2] Group 2: Company Status - Zhongke Lanyun directly holds 0.43% of Moer Thread and 0.21% of Muxi Co., Ltd, indicating that the stock price changes of these GPU companies may continue to impact the company's non-operating gains and losses [3] - Future attention should be directed towards the performance and market behavior of the invested enterprises [3] Group 3: Business Progress - The company's wireless audio SoC chip business has entered the supply chains of Xiaomi and Honor, and it is deepening its AI edge layout, such as collaborating with Volcano Engine to launch solutions compatible with Doubao large models [4] - The rollout of new products, such as Wi-Fi chips, is worth monitoring [4] Group 4: Capital Movement - On February 9, 2026, the main capital saw a net inflow of 28.8525 million yuan, with the stock closing at 136.1 yuan, reflecting short-term market interest [5] - Future capital movements may be influenced by industry policies and sector rotations [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688332 证券简称：中科蓝讯 公告编号：2026-005 深圳市中科蓝讯科技股份有限公司 关于与关联方形成共同投资暨关联交易的公告 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。 重要内容提示： ● 深圳市中科蓝讯科技股份有限公司（以下简称"公司"）的控股股东、实际控制人、董事长黄志强先生 之配偶蔡梦女士、女儿黄贺宁女士拟投资认购嘉兴聚源朗瑞股权投资合伙企业（有限合伙）（以下简 称"聚源朗瑞"），金额共计人民币1,000万元。 ● 本次交易涉及与关联方共同投资，构成关联交易，但不构成重大资产重组，不存在重大法律障碍。 ● 本次交易已经公司第二届董事会第二次独立董事专门会议、第二届董事会第二十四次会议审议通过。 本事项在公司董事会审议范围内，无需提交股东会审议。 ● 风险提示：合伙企业受宏观经济、行业环境、市场竞争等因素的影响，未来经营状况和收益存在不确 定性的风险。 一、关联交易概述 为充分把握市场机遇，拓宽公司投资渠道，公司与中芯聚源私募股权基金管理（深圳）有限 ...

中科蓝讯（688332.SH）2月12日在投资者互动平台表示，公司直接持有及通过北京启创科信创业投资 基金合伙企业（有限合伙）间接持有摩尔线程智能科技（北京）股份有限公司的股份，将于2027年12月 27日解除限售；公司直接持有沐曦集成电路（上海）股份有限公司的股份，将于2028年3月26日解除限 售。 每经AI快讯，有投资者在投资者互动平台提问：贵公司所持有且其公允价值变动计入当期损益的摩尔 线程、沐曦股份的相应股票将在何时解禁限售？ （文章来源：每日经济新闻） ...

证券代码：688332 证券简称：中科蓝讯 公告编号：2026-005 深圳市中科蓝讯科技股份有限公司 关于与关联方形成共同投资暨关联交易的公告 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。 重要内容提示： 深圳市中科蓝讯科技股份有限公司（以下简称"公司"）的控股股东、实际 控制人、董事长黄志强先生之配偶蔡梦女士、女儿黄贺宁女士拟投资认购嘉兴聚源 朗瑞股权投资合伙企业（有限合伙）（以下简称"聚源朗瑞"），金额共计人民币 1,000 万元。 本次交易涉及与关联方共同投资，构成关联交易，但不构成重大资产重组， 不存在重大法律障碍。 本次交易已经公司第二届董事会第二次独立董事专门会议、第二届董事会 第二十四次会议审议通过。本事项在公司董事会审议范围内，无需提交股东会审议。 风险提示：合伙企业受宏观经济、行业环境、市场竞争等因素的影响，未 来经营状况和收益存在不确定性的风险。 一、关联交易概述 二、关联方基本情况 蔡梦女士为公司控股股东、实际控制人、董事长黄志强先生之配偶，任公司 公共事务总监；黄贺宁女士为公司控股股东、实际控制人、 ...

证券代码：688332 证券简称：中科蓝讯 公告编号：2026-004 深圳市中科蓝讯科技股份有限公司 第二届董事会第二十四次会议决议公告 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。 一、董事会会议召开情况 深圳市中科蓝讯科技股份有限公司（以下简称"公司"）第二届董事会第二 十四次会议通知于 2026 年 2 月 9 日以电子邮件方式向全体董事及高级管理人员 发出，会议于 2026 年 2 月 12 日以通讯方式召开。本次会议由董事长黄志强先生 主持，会议应出席董事 5 名，实际出席董事 5 名，公司高级管理人员列席本次会 议。本次会议的召集、召开及表决程序符合《中华人民共和国公司法》和《深圳 市中科蓝讯科技股份有限公司章程》等有关法律、行政法规、规范性文件的规定， 会议决议合法有效。 二、董事会会议审议情况 会议以 4 票同意，0 票反对，0 票弃权，审议通过了《关于与关联方形成共 同投资暨关联交易的议案》，关联董事黄志强先生回避表决。 特此公告。 深圳市中科蓝讯科技股份有限公司 董事会 2026 年 2 月 13 日 ...

中科蓝讯公告称，公司此前与多方共同设立聚源朗瑞，公司出资8000万元，占募集总额32.81%。近 日，聚源朗瑞拟增资扩募，认缴出资总额由2.44亿元增至4.43亿元。公司控股股东、实际控制人、董事 长黄志强之配偶蔡梦女士、女儿黄贺宁女士拟分别认购500万元，合计1000万元，构成关联交易。该事 项已获董事会及独立董事专门会议审议通过，无需提交股东会审议，不构成重大资产重组。 ...

Group 1 - The core point of the article is that Zhongke Lanyun (688332.SH) has established a partnership with SMIC Juyuan Private Equity Fund Management (Shenzhen) Co., Ltd. to create Jiaxing Juyuan Langrui Equity Investment Partnership (Limited Partnership) to seize market opportunities and expand investment channels [1] - The total subscribed capital of Juyuan Langrui is RMB 243.81 million, with the company contributing RMB 80 million, accounting for 32.81% of the total raised amount [1] - As of the announcement date, Juyuan Langrui has completed its business registration but has not yet registered with the Asset Management Association of China [1] Group 2 - To meet future investment needs, Juyuan Langrui plans to increase its capital from RMB 243.81 million to RMB 442.76 million [1] - The company's controlling shareholder and actual controller, Mr. Huang Zhiqiang, along with his spouse, Ms. Cai Meng, and daughter, Ms. Huang Hening, intend to subscribe for a total of RMB 10 million [1]

Group 1 - The company Zhongke Lanyun announced on February 12 that its second board meeting was held via communication, discussing proposals related to common investments with related parties and associated transactions [1] - Investors Ge Weidong and Fang Wenyuan have jointly invested 1 billion yuan each in Jianghuai, leading to a significant increase in the company's stock price [1] - Historical analysis shows that participation of major investors in private placements has resulted in both profits and losses [1]