上市公司2023年业绩预告陆续披露。同花顺iFinD数据显示，截至1月10日记者发稿，A股共有148家上 市公司披露2023年业绩预告。按行业划分，有16家为消费电子类上市公司，包含新型显示厂商、结构件 厂商、终端设备厂商等，除1家业绩预减、2家不确定外，其余13家均预喜。 在经过较长一段时间的低迷期后，消费电子产业在去年下半年已有回暖势头，智能手机、电脑出货量降 幅开始收窄，而从2023年三季报看，部分消费电子上市公司的业绩也开始改善。展望2024年，消费电子 产业是否会持续回暖引发关注。 天风国际证券分析师郭明錤发文称，主要安卓手机品牌自去年第三季度开始的库存回补，预计将于2024 年1月份结束。从出货预估与订单能见度的变化来看，安卓手机需求改善可能低于市场预期。郭明錤表 示："目前非中国市场的中低阶手机出货预估已开始向下修正，'砍单'幅度普遍在双位数以上。" 群智咨询总经理李亚琴对《证券日报》记者表示："无论是产品终端还是半导体显示环节，2024年均将 呈现温和向好趋势，但可能并不十分强劲。消费电子所面向的终端需求、用户群消费信心和购买力在今 年仍将处于疲软状态。不过从大趋势看，AI对消费电子产业的拉动 ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

Group 1 - Zhongke Lanyun received a net financing inflow of 12.2365 million yuan last week, ranking 500th in the two markets [1] - The company had a total financing purchase of 134 million yuan and repayment of 122 million yuan last week [1] - The main sectors associated with Zhongke Lanyun include semiconductors, Guangdong sector, specialized and innovative enterprises, Shanghai Stock Connect, margin trading, AI glasses, wireless earphones, Xiaomi concept, and domestic chips [1] Group 2 - Over the past 5 days, the main capital outflow from Zhongke Lanyun was 43.263 million yuan, with a decline of 3.85% during this period [1] - Over the past 10 days, the main capital outflow was 85.2215 million yuan, with a decline of 3.64% during this period [1] Group 3 - Shenzhen Zhongke Lanyun Technology Co., Ltd. was established in 2016 and is located in Shenzhen, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 1.2030525 billion yuan and a paid-in capital of 665.14702 million yuan [1] - The legal representative of the company is Huang Zhiqiang [1] Group 4 - The company has made investments in 7 enterprises, participated in 4 bidding projects, and holds 50 trademark registrations and 284 patent registrations [1] - Additionally, the company possesses 17 administrative licenses [1]

8月5日，中科蓝讯连续5个交易日下跌，区间累计跌幅-4.66%。深圳市中科蓝讯科技股份有限公司(股票代码:688332)成立于2016年,是国内领先的集成电路设 计企业之一,是国家专精特新"小巨人"企业、中国IC独角兽企业、国家高新技术企业、广东省单项冠军企业,并多次荣膺业内极具价值的"中国芯优秀市场表现 奖"。 | 阶段涨幅 | 季度涨幅 年度涨幅 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 1.00% | 3.24% | 5.48% | 10.38% | 16.25 | | 同类平均( | -0.25% | 6.14% | 12.82% | 15.87% | 15.37 | | 沪深300 | -1.17% | 3.04% | 8.83% | 8.13% | 4.28 | | 同类排名 3 | 199 1028 | 717 1030 | 802 1009 | 575 993 | 379 923 | | 四分位排名 ● | | | | 图片来源:天天基金网 2025/8/ ...

资金流向方面，今日主力资金净流入1352.37万元，占比成交额7.62%。其中，超大单净流入1021.80万 元、占成交额5.75%，大单净流入330.57万元、占成交额1.86%，中单净流出流出196.51万元、占成交额 1.11%，小单净流出1155.86万元、占成交额6.51%。 中科蓝讯最新一期业绩显示，截至2025一季报，公司营业总收入3.67亿元、同比增长1.20%，归属净利 润4489.02万元，同比减少18.21%，扣非净利润3667.18万元，同比减少19.93%，流动比率7.244、速动比 率6.017、资产负债率12.52%。 金融界消息 截至2025年8月5日收盘，中科蓝讯（688332）报收于98.58元，下跌0.13%，换手率4.06%， 成交量1.80万手，成交金额1.78亿元。 通过天眼查大数据分析，深圳市中科蓝讯科技股份有限公司共对外投资了7家企业，参与招投标项目3 次，知识产权方面有商标信息50条，专利信息284条，此外企业还拥有行政许可17个。 天眼查商业履历信息显示，深圳市中科蓝讯科技股份有限公司，成立于2016年，位于深圳市，是一家以 从事计算机、通信和其他电子设备制 ...

来源：金融界 银华数字经济股票发起式C股票持仓前十占比合计49.75%，分别为：中芯国际（8.44%）、小米集团-W （8.33%）、九号公司-（8.18%）、华虹半导体（5.47%）、恒玄科技（5.37%）、移远通信 （4.00%）、泰凌微（2.96%）、中科蓝讯（2.59%）、分众传媒（2.47%）、国光电器（1.94%）。 公开资料显示，银华数字经济股票发起式C基金成立于2022年5月20日，截至2025年6月30日，银华数字 经济股票发起式C规模14.90亿元，基金经理为王晓川。 简历显示：王晓川先生:清华大学硕士。2016年7月加入银华基金,历任交通运输、煤炭、传媒行业研究 员。自2022年5月9日起,拟任银华数字经济股票型发起式证券投资基金的基金经理。 金融界2025年7月30日消息，银华数字经济股票发起式C(015642) 最新净值1.4101元，下跌1.78%。该基 金近1个月收益率1.75%，同类排名340|352；近6个月收益率3.91%，同类排名286|342；今年来收益率 8.62%，同类排名218|340。 ...

Core Viewpoint - Company is actively investing in high-growth areas such as GPU, advanced packaging, and testing, with strategic investments in companies like Moer Thread and Muxi [1] Group 1: Company Overview and Investments - Company holds 854,300 shares of Muxi Integrated Circuit (Shanghai) Co., accounting for 0.24% of its pre-IPO total share capital, and 1,340,400 shares of Moer Thread Intelligent Technology (Beijing) Co., accounting for 0.34% of its pre-IPO total share capital, with an additional indirect holding of 670,100 shares through a partnership, totaling 0.50% [1] - Company is enhancing its strategic layout in the semiconductor core field to empower long-term development through rigorous industry trend analysis and investment selection [1] Group 2: Product Development and Technological Advancements - Company showcased its B6003G Wi-Fi chip at the 2025 Volcano Engine FORCE conference, which integrates Wi-Fi, Bluetooth, and audio functionalities, aimed at IoT applications [1][5] - The B6003G chip is designed for high performance and user experience, applicable in smart homes, wearables, industrial IoT, and smart cities [5] - Company has launched multiple chip series, including the BT897X series, which supports floating-point operations and has optimized power consumption to the 4m level, enhancing audio performance [3] Group 3: Future Growth Drivers - Company aims to maintain its leading position in low-power, high-quality audio chips by increasing R&D investment and expanding its product lines from eight to ten, including Wi-Fi and video chips [6] - The strategy focuses on empowering AI, technological leadership, product diversification, and global market expansion [6] - Company plans to deepen collaborations with leading domestic and international clients to enhance market share and brand influence [6] Group 4: Financial Performance - In Q1 2025, company reported a main revenue of 367 million yuan, a year-on-year increase of 1.2%, with a net profit of 44.89 million yuan, down 18.21% year-on-year, and a gross margin of 22.86% [7] - Company is managing inventory and supplier relationships to maintain stable production capacity and cost control, aiming to keep gross margins at reasonable levels [7] Group 5: Market Sentiment and Analyst Ratings - In the last 90 days, five institutions have rated the stock, with four buy ratings and one hold rating [8]

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]

Summary of Key Points from Conference Call Records Industry or Company Involved - **AI Glasses**: Multiple significant products are set to be released, including those from Meta and Xiaomi [2][15] - **Liquid Cooling**: National standards for liquid cooling are about to be published, indicating growth in this sector [3] - **Superconductors**: Shanghai Superconductor's IPO application has been accepted, aiming to raise 1.2 billion yuan for high-temperature superconducting materials [4][17] - **POE Particles**: Domestic production of POE particles is being initiated to replace imports [5][16] - **High-end PCB**: Companies like Zhongjing Electronics and Yihua New Materials are involved in high-end PCB production for various applications [6][10] - **Air Conditioning Components**: Shunwei Co. is a leading supplier of air conditioning fan blades, indirectly supplying Xiaomi [7][16] - **Laser Defense Systems**: New developments in lightweight laser defense systems are being tested [12][17] Core Points and Arguments - **AI Glasses Market**: - Meta plans to release new AI glasses with expected sales of 4-5 million units in 2025 [15] - Xiaomi's AI glasses are in small-scale production with projected sales of 300,000-500,000 units [15] - Companies like Biyi Co. and Lianchuang Optoelectronics are heavily involved in AR/VR technologies [15] - **Liquid Cooling Industry**: - The market for liquid cooling servers in China is projected to reach $16.2 billion by 2029, with a CAGR of 46.8% from 2024 to 2029 [3] - Current penetration in data centers is below 10%, indicating significant growth potential [3] - **Superconductors**: - Shanghai Superconductor holds over 80% market share in domestic high-temperature superconducting materials [17] - The company reported a revenue increase of 189% year-on-year, reaching 240 million yuan in 2024 [17] - **POE Particles**: - The domestic market for POE is expected to reach 50-60 billion yuan in 2025, with significant import substitution potential [16] - The company anticipates net profits of 0.5 billion yuan in 2025, increasing to 5.2 billion yuan by 2027 [16] - **High-end PCB**: - Companies are focusing on high-end applications in AI, VR, and gaming, with significant demand for flexible circuit boards [16] - The domestic high-end PCB market is experiencing rapid growth due to increased demand from tech companies [16] - **Air Conditioning Components**: - Shunwei Co. has a global market share of over 35% in plastic air conditioning fan blades [7] - The company is also involved in the low-altitude economy through partnerships in agricultural drone technology [16] Other Important but Possibly Overlooked Content - **Market Dynamics**: The AI glasses market is highly competitive, with major players like Meta and Xiaomi launching new products [15] - **Regulatory Environment**: The upcoming national standards for liquid cooling may streamline the industry and enhance growth prospects [3] - **Investment Opportunities**: Companies involved in superconductors and liquid cooling are positioned for significant growth due to technological advancements and market demand [4][3] - **Financial Performance**: Many companies are reporting substantial year-on-year growth, indicating a robust recovery and expansion in their respective sectors [17][16] This summary encapsulates the critical insights from the conference call records, highlighting the evolving landscape of various industries and the companies poised to benefit from these trends.

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 ...