Group 1 - Chip stocks continue to strengthen, with a focus on edge computing, as companies like Chip Origin approach a 20% limit up, reaching a historical high [1] - Previous gains were seen in companies such as Supercom (603322) hitting the limit up, and others like Runxin Technology (300493), Zhongke Lanyun, and Oat Technology rising over 10% [1] - The report from The Information indicates that OpenAI has reached an agreement with Luxshare to jointly produce future consumer-grade OpenAI devices, aiming to create the next generation of AI interfaces beyond smartphones [1]

国产GPU公司摩尔线程科创板IPO将于9月26日上会，相关概念股大涨，和而泰、东华软件、联美控股 开盘涨停，初灵信息涨超12%，中科蓝讯、圣元环保等大幅高开，万和电气、好上好、麦捷科技等跟 涨。 ...

Core Viewpoint - Zhongke Lanyun experienced a 5.64% increase in stock price, reaching 119.70 CNY per share, with a trading volume of 388 million CNY and a turnover rate of 7.52%, resulting in a total market capitalization of 14.436 billion CNY [1] Company Overview - Shenzhen Zhongke Lanyun Technology Co., Ltd. was established on December 19, 2016, and went public on July 15, 2022. The company specializes in the research, design, and sales of wireless audio chips, with 99.83% of its revenue coming from chip sales and 0.17% from tools and other sources [1] Shareholder Information - Minsheng Jia Yin Fund's Minsheng Jia Yin Sustained Growth Mixed A (007731) entered the top ten circulating shareholders of Zhongke Lanyun in the second quarter, holding 555,600 shares, which accounts for 1.25% of the circulating shares. The estimated floating profit for today is approximately 3.55 million CNY [2][4] - The Minsheng Jia Yin Sustained Growth Mixed A fund was established on September 24, 2019, with a current scale of 1.111 billion CNY. Year-to-date returns are 27.14%, ranking 3212 out of 8172 in its category, while the one-year return is 63.56%, ranking 2046 out of 7980. Since inception, the fund has achieved a return of 82.12% [2] Fund Management - The fund manager of Minsheng Jia Yin Sustained Growth Mixed A is Zhu Chenzhe, who has been in the position for 3 years and 278 days. The total asset scale of the fund is 1.483 billion CNY, with the best fund return during his tenure being 12.24% and the worst being 0.49% [3] Fund Holdings - Minsheng Jia Yin Sustained Growth Mixed A holds 555,600 shares of Zhongke Lanyun, representing 4.24% of the fund's net value, making it the ninth-largest holding. The estimated floating profit for today is approximately 3.55 million CNY [4]

Group 1 - The establishment of Jiaxing Juyuan Kaixin Equity Investment Partnership (Limited Partnership) has been recently reported, with a capital contribution of approximately 1 billion yuan [1] - The business scope of the newly established enterprise includes equity investment [1] - The enterprise is co-funded by Zhongke Lanyun and others [1]

中国国际金融股份有限公司关于 深圳市中科蓝讯科技股份有限公司 2025 年半年度持续督导跟踪报告 根据《中华人民共和国公司法》《中华人民共和国证券法》《证券发行上市保荐业 务管理办法》《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上市公 司募集资金监管规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范 运作（2025 年 5 月修订）》等有关法律、法规的规定，中国国际金融股份有限公司（以 下简称"中金公司"或"保荐机构"）作为深圳市中科蓝讯科技股份有限公司（以下简 称"中科蓝讯"或"公司"）持续督导工作的保荐机构，负责中科蓝讯上市后的持续督 导工作，并出具本持续督导跟踪报告。 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并针对具 体的持续督导工作制定相应的工作计划 | 保荐机构已建立并有效执行了持续督导 工作制度，并针对具体的持续督导工作制 | | | 根据中国证监会相关规定，在持续督导工作开始前， | 定相应的工作计划 | | 2 | 与上市公司或相关当事人签署持续督导协议，明确 双 ...

Group 1 - Guorong Fund recently conducted research on two listed companies: Lanke Technology and Zhongke Lanyun [1] - Lanke Technology's main products include memory interface chips, server platforms, and consumer electronics chips, primarily used in data centers and servers [1] - Zhongke Lanyun achieved a sales revenue of 444.45 million yuan in Q2, a 21% quarter-on-quarter increase, and a net profit of 86.23 million yuan, a 92.10% quarter-on-quarter increase [1] - Zhongke Lanyun launched new products such as BT897X and BT891X, which have been adopted by brands like OnePlus, realme, and Honor [1] - Zhongke Lanyun's B6003G chip, which integrates Wi-Fi, Bluetooth, and audio, is showcased for applications in smart speakers and toys [1] - Zhongke Lanyun holds 0.50% of Moer Technology and 0.24% of Muxi, with plans to expand to ten product lines focusing on AI empowerment and global layout [1] Group 2 - Guorong Fund was established in 2017, with a total asset management scale of 2.798 billion yuan, ranking 165 out of 210 [2] - The fund's non-monetary public fund asset management scale is also 2.798 billion yuan, ranking 143 out of 210 [2] - Guorong Fund manages 19 public funds, ranking 138 out of 210, with 5 fund managers, ranking 142 out of 210 [2] - The best-performing public fund product in the past year is Guorong Rongsheng Longtou Selected Mixed A, with a latest net value of 1.87 and a growth of 49.28% in the past year [2]

Core Insights - Tongyuan Investment, a well-known private equity firm, recently conducted research on a listed company, Zhongke Lanyun, revealing significant financial growth in Q2 [1] Group 1: Financial Performance - In Q2, Zhongke Lanyun achieved a sales revenue of 444.45 million yuan, representing a quarter-on-quarter increase of 21% [1] - The net profit for the same period was 86.23 million yuan, showing a remarkable quarter-on-quarter growth of 92.10% [1] Group 2: Product Development - The company launched new products such as BT897X and BT891X, which have been adopted by brands like OnePlus, realme, and Honor [1] - The Wi-Fi + Bluetooth + audio tri-mode chip B6003G has been showcased, targeting applications in smart speakers and toys [1] Group 3: Strategic Holdings and Future Plans - Zhongke Lanyun holds a 0.50% stake in Moer Thread and a 0.24% stake in Muxi [1] - The company plans to expand to ten product lines, focusing on AI empowerment and global layout, while maintaining a reasonable gross margin through high-margin products and a stable supply chain [1]

Group 1 - The core viewpoint of the news is that YuDe Investment has conducted research on a listed company, Zhongke Lanyun, which has shown significant growth in sales and net profit in the second quarter [1] - Zhongke Lanyun achieved a sales revenue of 444.45 million yuan in Q2, representing a quarter-on-quarter increase of 21% [1] - The company's net profit reached 86.23 million yuan, with a remarkable quarter-on-quarter growth of 92.10% [1] Group 2 - Zhongke Lanyun has launched new products such as BT897X and BT891X, which have been adopted by brands like OnePlus, realme, and Honor [1] - The company showcased its Wi-Fi + Bluetooth + audio integrated chip B6003G, which is applicable in smart speakers and toys [1] - Zhongke Lanyun holds a 0.50% stake in Moer Thread and a 0.24% stake in Muxi, indicating its investment diversification [1] Group 3 - The company plans to expand into ten product lines, focusing on AI empowerment and global layout [1] - Zhongke Lanyun aims to maintain a reasonable gross margin through high-margin products and a stable supply chain [1]

Group 1: Company Insights - Panjing Investment recently conducted research on two listed companies: Lanke Technology and Zhongke Lanyun [1] - Lanke Technology's main products include memory interface chips, server platforms, and consumer electronics chips, primarily used in data centers and servers [1] - Zhongke Lanyun achieved a sales revenue of 444.45 million yuan in Q2, a quarter-on-quarter increase of 21%, and a net profit of 86.23 million yuan, a quarter-on-quarter increase of 92.10% [1] - Zhongke Lanyun has launched new products such as BT897X and BT891X, which have been adopted by brands like OnePlus, realme, and Honor [1] - The company is expanding its product lines to ten and focusing on AI empowerment and global layout while maintaining a reasonable gross margin through high-margin products and a stable supply chain [1] Group 2: Institutional Overview - Panjing Investment, established in 2016, is recognized as one of China's leading private equity investment fund managers [2] - The company operates on a partnership system and focuses on investment opportunities in Chinese listed companies while also having a broad layout in overseas markets, especially in Chinese concept stocks [2] - The firm emphasizes deep industry and company research as the sole basis for investment decisions and has built a leading internal research team [2]

Group 1 - Zhongke Lanyun experienced a 5% decline on September 2, with a stock price of 117.51 yuan per share, a trading volume of 141 million yuan, a turnover rate of 2.66%, and a total market capitalization of 14.171 billion yuan [1] - The company, Shenzhen Zhongke Lanyun Technology Co., Ltd., was established on December 19, 2016, and went public on July 15, 2022. Its main business involves the research, design, and sales of wireless audio chips, with chip sales accounting for 99.83% of its revenue [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Southern Fund holds Zhongke Lanyun as its largest position. The Southern SSE STAR Market Chip ETF (021607) held 26 shares in the second quarter, resulting in an estimated floating loss of approximately 160.94 yuan today [2] - The Southern SSE STAR Market Chip ETF (021607) was established on July 8, 2024, with a latest scale of 639.105 million yuan. Year-to-date returns are 48.72%, ranking 375 out of 4222 in its category; one-year returns are 124.89%, ranking 82 out of 3781; and since inception returns are 127.54% [2] Group 3 - The fund manager of the Southern SSE STAR Market Chip ETF (021607) is Li Jialiang, who has a cumulative tenure of 9 years and 31 days. The total asset scale of the fund is 5.328 billion yuan, with the best fund return during his tenure being 148.64% and the worst being -29.58% [3]