证券代码：688332 证券简称：中科蓝讯 深圳市中科蓝讯科技股份有限公司 投资者关系活动记录表 编号：2023-026 √特定对象调研 □分析师会议 投资者关系活动 □媒体采访 □业绩说明会 类别 □现场参观 □电话会议 参与单位名称 平安基金、生命资产 时间 2023年11月21日至23日 地点 深圳市中科蓝讯科技股份有限公司会议室 上市公司接待人 董事会办公室主任：曹卉 员姓名 证券事务代表：黄玉珊 公司简介： 中科蓝讯主营业务为无线音频SoC芯片的研发、设计与销售，公司 逐步形成以蓝牙耳机芯片、蓝牙音箱芯片、智能穿戴芯片、无线麦克风 芯片、数字音频芯片、玩具语音芯片、IoT 芯片、语音识别芯片八大产 品线为主的产品架构，产品可广泛运用于TWS蓝牙耳机、颈挂式耳机、 头戴式耳机、商务单边蓝牙耳机、蓝牙音箱、车载蓝牙音响、电视音响、 ...

证券代码：688332 证券简称：中科蓝讯 深圳市中科蓝讯科技股份有限公司 投资者关系活动记录表 编号：2023-025 √特定对象调研 □分析师会议 投资者关系活动 □媒体采访 □业绩说明会 类别 □现场参观 □电话会议 参与单位名称 汇丰晋信、生命资产、南方基金、广发证券 时间 2023年11月15日至16日 地点 深圳市中科蓝讯科技股份有限公司会议室 董事会秘书：张仕兵 上市公司接待人 董事会办公室主任：曹卉 员姓名 证券事务代表：黄玉珊 公司简介： 中科蓝讯主营业务为无线音频SoC芯片的研发、设计与销售，公司 逐步形成以蓝牙耳机芯片、蓝牙音箱芯片、智能穿戴芯片、无线麦克风 芯片、数字音频芯片、玩具语音芯片、IoT 芯片、语音识别芯片八大产 品线为主的产品架构，产品可广泛运用于TWS蓝牙耳机、颈挂式耳机、 ...

证券代码：688332 证券简称：中科蓝讯 深圳市中科蓝讯科技股份有限公司 投资者关系活动记录表 编号：2023-024 √特定对象调研 □分析师会议 投资者关系活动 □媒体采访 □业绩说明会 类别 □现场参观 √电话会议 华泰柏瑞、中欧基金、华宝基金、太平资产、混沌投资、景顺长城、泰 参与单位名称 信基金、中泰证券、华创证券 时间 2023年11月6日至9日 地点 深圳市中科蓝讯科技股份有限公司会议室 上市公司接待人 董事会办公室主任：曹卉 员姓名 证券事务代表：黄玉珊、刘懿瑶 公司简介： 中科蓝讯主营业务为无线音频SoC芯片的研发、设计与销售，公司 逐步形成以蓝牙耳机芯片、蓝牙音箱芯片、智能穿戴芯片、无线麦克风 芯片、数字音频芯片、玩具语音芯片、IoT 芯片、语音识别芯片八大产 品线为主的产品架构，产品可广泛运用于TWS蓝牙耳机、颈挂式耳机、 ...

证券代码：688332 证券简称：中科蓝讯 深圳市中科蓝讯科技股份有限公司 投资者关系活动记录表 编号：2023-023 □特定对象调研 □分析师会议 投资者关系活动 □媒体采访 √业绩说明会 类别 □现场参观 □电话会议 参与单位名称 线上参与公司2023年第三季度业绩说明会的投资者 时间 2023年11月7日10:00-11:00 地点 价值在线（https://www.ir-online.cn/） 黄志强 董事长 刘助展 董事兼总经理 上市公司接待人 张仕兵 副总经理兼董事会秘书 员姓名 李 斌 财务总监 姜 梅 独立董事 1.请问在手订单及行业景气展望? 答:尊敬的投资者，您好！公司属于备货式生产，主要库存压力在原 厂，下游经销商会做短期周转备货，正常情况下公司可以做到接单即发 ...

Financial Performance - Q3 2023 revenue reached 396 million yuan, a year-on-year increase of 69.11% [3] - Q3 2023 net profit reached 84.89 million yuan, a year-on-year increase of 242.42% [3] - Q1-Q3 2023 revenue reached 1.05 billion yuan, a year-on-year increase of 35.19% [3] - Q1-Q3 2023 net profit reached 197 million yuan, a year-on-year increase of 66.97% [3] Product and Market Development - Xunlong series accounted for a significant portion of main business revenue in Q3 2023 [3] - The company has expanded its product line to include smart wearable chips, wireless microphone chips, digital audio chips, IoT chips, and voice recognition chips [4] - The company is actively developing toy voice chips and exploring new markets in IoT and AIoT [4] - Overseas market shipments accounted for 60-70% of total shipments in Q1-Q3 2023 [4] Research and Development - R&D expenses for Q1-Q3 2023 totaled 114 million yuan, a year-on-year increase of 84.28% [5] - The company is increasing its R&D workforce and material investments to support technological advancements [5] Supply Chain and Inventory Management - The company has increased its inventory to prepare for the traditional sales peak in Q3 and Q4 [4] - The company maintains a stable supply chain with long-term partnerships with upstream suppliers [3] Customer and Market Strategy - The company primarily serves domestic clients, with end products sold globally [4] - Brand clients account for over 10% of the customer base, while white-label clients make up over 80% [4] - The company has entered the supply chains of major brands such as Xiaomi, Realme, and Philips [3]

Financial Performance - The company's Q3 2023 revenue reached RMB 396.48 million, a year-on-year increase of 69.11%, while the net profit attributable to shareholders was RMB 84.89 million, up 242.42%[6] - For the first three quarters of 2023, the total revenue was RMB 1.05 billion, reflecting a growth of 35.19%, and the net profit was RMB 197.25 million, an increase of 66.97%[8] - The gross profit margin for Q3 2023 was 24.43%, and the net profit margin was 21.41%, indicating a steady improvement in profitability since Q4 2022[10] - Revenue for the current reporting period increased by 69.11%, driven by a stabilization in the macroeconomic environment and a recovery in the consumer electronics sector[14] - Net profit attributable to shareholders for the current reporting period surged by 242.42%, reflecting significant growth in both revenue and gross margin[15] - Total operating revenue for the first three quarters of 2023 reached ¥1,049,568,460.34, a significant increase of 35.1% compared to ¥776,393,842.61 in the same period of 2022[26] - Net profit for the first three quarters of 2023 was ¥197,249,179.30, compared to ¥118,131,311.91 in the same period of 2022, marking a growth of 67.0%[27] - Basic and diluted earnings per share for the first three quarters of 2023 were both ¥1.64, up from ¥1.22 in the previous year[27] Research and Development - Research and development expenses totaled RMB 42.50 million in Q3 2023, accounting for 10.72% of revenue, with a year-on-year increase of 15.65%[6] - Research and development expenses for the year-to-date period rose by 84.28%, primarily due to increased personnel costs and material consumption[15] - The company reported an increase in research and development expenses to ¥114,098,807.46, up from ¥61,917,566.46 in the previous year, indicating a focus on innovation[26] - Investment in R&D increased by 25% year-over-year, totaling 150 million RMB for the quarter[32] Assets and Liabilities - The total assets at the end of Q3 2023 were RMB 4.58 billion, a 23.59% increase compared to the end of the previous year[7] - The total current assets reached RMB 4,498,275,883.49, up from RMB 3,678,906,467.51, indicating an increase of 22.3% year-over-year[22] - The company's inventory rose to RMB 862,560,207.58, compared to RMB 504,118,743.82 at the end of 2022, marking a significant increase of 71.1%[22] - Total liabilities amounted to RMB 878,886,238.68, a substantial rise from RMB 161,748,164.02, reflecting an increase of 442.5%[24] - The owner's equity totaled RMB 3,703,016,542.37, up from RMB 3,545,609,348.41, showing a growth of 4.4%[24] - The company's non-current assets increased to RMB 83,626,897.56 from RMB 28,451,044.92, representing a growth of 194.5%[23] - The total assets reached RMB 4,581,902,781.05, compared to RMB 3,707,357,512.43 at the end of 2022, indicating an increase of 23.6%[24] - The company's short-term borrowings were reported at RMB 757,662,166.07, with no previous balance reported[23] Market Strategy and Expansion - The company has expanded its product offerings, including smart wearable chips and wireless microphone chips, to capture emerging markets such as India and Africa[11] - The company has established long-term partnerships with suppliers to ensure adequate production capacity and has increased inventory levels to meet rising market demand[10] - The company has successfully integrated its Xunlong series into major brands like Xiaomi and Realme, enhancing its market presence[8] - The company plans to expand into Southeast Asian markets, targeting a 5% market share within the next two years[32] - A strategic acquisition of a local tech firm was completed, expected to enhance product offerings and increase market penetration[32] - The company is exploring partnerships with key industry players to enhance technological capabilities and market reach[32] Customer and User Metrics - User base grew to 5 million active users, a 20% increase compared to the previous quarter[32] - Customer retention rate improved to 85%, up from 80% in the previous quarter[32] Cash Flow and Financial Health - Cash flow from operating activities for the year-to-date period decreased by 249.26%, attributed to a substantial increase in cash payments for inventory purchases[15] - Cash flow from operating activities showed a net outflow of ¥264,311,572.67, a decline from a net inflow of ¥177,082,395.50 in the same period of 2022[30] - Cash flow from investment activities generated a net inflow of ¥729,054,074.93, compared to a net outflow of ¥1,537,007,427.62 in the previous year[31] - Cash and cash equivalents at the end of the third quarter of 2023 totaled ¥1,269,783,640.11, slightly up from ¥1,221,973,454.20 at the end of the same period in 2022[31] - As of September 30, 2023, the company's cash and cash equivalents increased to RMB 2,715,580,060.45 from RMB 1,216,974,561.18 at the end of 2022, representing a growth of 123.1%[22] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 10,956[17] - The largest shareholder, Huang Zhiqiang, holds 31,643,214 shares, representing 26.37% of the total shares[17] - The second-largest shareholder, Zhuhai Zhongke Lanyun Technology Partnership, holds 15,068,197 shares, accounting for 12.56%[17]

AB 中科蓝讯 中科蓝讯 (688332) 2023年第三季度业绩说明会 形式:网络文字互动 识别小程序码 发起文字提问 刘助展 董事兼总经理 张任兵 副总经理兼董事会秘书 刘 kh 财务总监| 不需 独立量 证券代码：688332 证券简称：中科蓝讯 公告编号：2023-063 会议时间 2023年11月7日 (周二) 10:00-11:00 出席嘉宾 | 1 | | 1 - 100 | 1 | | S | | --- | --- | --- | --- | --- | --- | | | | == | No. of Cattle. | V | | | 1 | = | I | I | | | | 1 | 15 | 1 | | L | | 深圳市中科蓝讯科技股份有限公司 关于召开 2023 年第三季度业绩说明会的公告 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： 会议问题征集：投资者可于 2023 年 11 月 7 日（星期二）前访问网址 https://eseb.cn/197lFqboUE0 或使用微信扫描 ...

证券代码：688332 证券简称：中科蓝讯 公告编号：2023-062 深圳市中科蓝讯科技股份有限公司 第二届监事会第十次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 深圳市中科蓝讯科技股份有限公司（以下简称"公司"）第二届监事会第十 次会议通知于 2023 年 10 月 26 日以电子邮件方式向全体监事发出，会议于 2023 年 10 月 30 日以通讯表决方式召开。本次会议由监事会主席徐志东先生主持，会 议应出席监事 3 名，实际出席监事 3 名，董事会秘书列席本次会议。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》（以下简称"《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、监事会会议审议情况 会议以 3 票同意，0 票反对，0 票弃权，审议通过了《关于公司<2023 年第 三季度报告>的议案》。 经审议，监事会认为：公司《2023 年第三季度报告》的编制、审议程序、内 容与格式等符合相关法律法 ...

证券代码：688332 证券简称：中科蓝讯 公告编号：2023-061 深圳市中科蓝讯科技股份有限公司 首次公开发行部分限售股上市流通公告 本次上市流通日期为 2023 年 10 月 30 日。 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： 本次上市流通的限售股份数量为 8,927,856 股，限售期为自股东向公司增 资及受让深圳市中科蓝讯科技股份有限公司（以下简称"公司"或"发行人"） 股份完成工商变更登记之日（即 2020 年 10 月 29 日）起 36 个月。 一、首次公开发行股票情况及本次上市流通的限售股类型 根据中国证券监督管理委员会于2022年4月24日出具的《关于同意深圳市中 科蓝讯科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕848 号），公司获准首次向社会公众公开发行人民币普通股3,000万股，并于2022年7月 15日在上海证券交易所科创板上市，发行后总股本为12,000万股，其中有限售条 件流通股为92,166,777股，无限售条件流通股为27,833,223股。具 ...

根据中国证券监督管理委员会于 2022 年 4 月 24 日出具的《关于同意深圳市中科蓝 讯科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕848 号），公 司获准首次向社会公众公开发行人民币普通股 3,000 万股，并于 2022 年 7 月 15 日在上 海证券交易所科创板上市，发行后总股本为 12,000 万股，其中有限售条件流通股为 92,166,777 股，无限售条件流通股为 27,833,223 股。具体情况详见公司 2022 年 7 月 12 日在上海证券交易所网站（http://www.sse.com.cn）披露的《深圳市中科蓝讯科技股份有 限公司首次公开发行股票并在科创板上市发行结果公告》。 有限售条件流通股中，首次公开发行网下配售限售股 1,266,777 股已于 2023 年 1 月 16 日上市流通，具体内容详见公司 2023 年 1 月 7 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《关于首次公开发行网下配售限售股上市流通公告》（公告编号：2023-002）。 ...