关于对外投资暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资暨关联交易概述 深圳市蓝海华腾技术股份有限公司（以下简称"公司"）于2026年2月11日 召开了第五届董事会第六次会议和第五届董事会独立董事专门会议第一次会议， 审议通过了《关于对外投资暨关联交易的议案》，同意公司以货币方式与关联方 姜仲文先生以及其他两名非关联方共同向万仞智慧智能科技（北京）有限公司（以 下简称"万仞科技"）增资2,400万元。经协议约定，公司向万仞科技增资人民 币800万元，其中3.3614万元计入万仞科技注册资本，剩余796.6386万元计入资本 公积。本次增资完成后，公司持有万仞科技1.60002%股权，万仞科技为公司的参 股公司，不纳入合并报表范围。 2026年2月11日，公司已就本次增资事项与万仞科技正式签署了《增资协议》。 具体内容详见公司于2026年2月12日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于对外投资暨关联交易的公告》（公告编号：2026-002）。 蓝海华腾 2026 年公告 证券代码：300484 证券 ...

Group 1: Strategic Investments - Company has made significant strategic investments, including a recent investment in "Gallium Future," a fourth-generation semiconductor company, to focus on the application of gallium oxide materials in power electronics and high-voltage fast charging for electric vehicles [1] - Additionally, the company plans to increase its investment in Wanren Wisdom Intelligent Technology (Beijing) Co., Ltd. by 8 million yuan to enhance AI project development and industry chain collaboration [1] Group 2: Stock Performance - Over the past seven trading days (February 5 to February 12, 2026), the company's stock price has shown volatility, closing at 19.87 yuan on February 12, up 4.03% from 19.10 yuan on February 5, despite a slight decline of 0.40% on the same day [2] - The stock reached a high of 20.29 yuan on February 11 and a low of 18.93 yuan on February 6, with a total price fluctuation of 9.25% [2] - There has been a slight easing in the trend of net capital outflow from February 4 to February 11, but on February 12, trading volume decreased to 74.93 million yuan, with a turnover rate of 2.28%, indicating a strong market wait-and-see sentiment [2] Group 3: Financial Performance - The company released its 2025 annual performance forecast on January 28, 2026, estimating a non-recurring net profit in the range of 46.88 million to 54.88 million yuan, representing a year-on-year growth of 69.85% to 98.76% [3] - This growth is primarily attributed to the increased demand for new energy heavy trucks, which has improved revenue in the electric vehicle sector [3] - The positive performance trend is further supported by the company's third-quarter report, which indicated a 126.5% year-on-year increase in net profit attributable to shareholders for the first three quarters of 2025 [3]

Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]

Core Viewpoint - Blue Ocean Huateng (300484.SZ) plans to increase capital in Wanren Wisdom Intelligent Technology (Beijing) Co., Ltd. by 24 million yuan, with contributions from both related and non-related parties [1] Group 1: Capital Increase Details - The company will contribute 8 million yuan to Wanren Technology, with 33,614 yuan allocated to registered capital and the remaining 7,966,386 yuan to capital reserves [1] - Related party Jiang Zhongwen will contribute 6 million yuan, with 25,211 yuan to registered capital and 5,974,789 yuan to capital reserves [1] - After the capital increase, the company will hold 1.60002% equity in Wanren Technology, which is classified as an associate and will not be included in the consolidated financial statements [1]

Group 1 - The company Blue Ocean Huateng announced that its fifth board meeting was held on February 11, 2026, in Shenzhen, combining in-person and communication methods [1] - The meeting reviewed documents including a proposal for external investment and related transactions [1] Group 2 - A new Chinese video model, described as the "strongest on earth," can generate 15-second videos for commercial delivery using just a few prompt words, leading to a surge in film stocks [1]

蓝海华腾 2026 年公告 证券代码：300484 证券简称：蓝海华腾 公告编号：2026-002 深圳市蓝海华腾技术股份有限公司 关于对外投资暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资暨关联交易概述 （一）交易概况 深圳市蓝海华腾技术股份有限公司（以下简称"公司"）拟以货币方式与关 联方姜仲文先生以及其他两名非关联方共同向万仞智慧智能科技（北京）有限公 司（以下简称"万仞科技"或"标的公司"）增资2,400万元。经协议约定，公 司向万仞科技增资人民币800万元，其中3.3614万元计入万仞科技注册资本，剩 余796.6386万元计入资本公积；关联方姜仲文先生向万仞科技增资人民币600万 元，其中2.5211万元计入万仞科技注册资本，剩余597.4789万元计入资本公积。 本次增资完成后，公司持有万仞科技1.60002%股权，万仞科技为公司的参股公司， 不纳入合并报表范围。 （二）关联关系说明 因公司现任董事姜仲文先生是本次共同投资方之一，根据《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第7号— ...

蓝海华腾 2026 年公告 证券代码：300484 证券简称：蓝海华腾 公告编号：2026-003 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 深圳市蓝海华腾技术股份有限公司（以下简称"公司"）第五届董事会第六 次会议由公司董事长邱文渊先生召集，会议通知于 2026 年 2 月 7 日以专人送达、 电子邮件等通讯方式发出。 本次会议于 2026 年 2 月 11 日在深圳市光明区玉塘街道田寮社区智衍创新大 厦二号楼 8 层公司会议室以现场结合通讯方式召开。 深圳市蓝海华腾技术股份有限公司 第五届董事会第六次会议决议公告 本次会议应出席董事 8 人，实际出席董事 8 人（其中：以通讯表决方式出席 会议的人数 3 人）；独立董事叶佩青先生、周卿先生、王建优先生以通讯方式进 行参会和表决。会议由公司董事长邱文渊先生主持，全体高级管理人员列席会议。 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》（以下简 称"《公司法》"）等有关法律、法规及《公司章程》的有关规定，合法有效。 二、董事会会议审议情况 （一）审议通过《关于对外投资暨 ...

Core Insights - The Tianhong Sci-Tech Chip Design ETF (589070) has shown significant trading activity with a turnover of 7.3% and a transaction volume of 48.55 million yuan as of February 10, 2026, while the underlying index has risen by 1.25% for four consecutive days [1] - The ETF has experienced a growth of 109 million yuan in scale and an increase of 14.6 million shares over the past two weeks, indicating strong investor interest [1] - The ETF has attracted a total of 129 million yuan in inflows over the last ten trading days, reflecting a robust demand for investments in the chip design sector [1] Product Highlights - The Tianhong Sci-Tech Chip Design ETF (589070) strategically targets three high-growth segments: cloud training chips, edge inference chips, and domestic GPUs, aligning with the trends of AI computing power explosion and domestic substitution [2] - The AI chip design market is projected to grow at a rate of 68%, with domestic GPUs holding a 12% market share, providing solid performance support for the ETF [2] - The ETF is positioned as an efficient tool for investors looking to capture the benefits of the semiconductor design sector, balancing a reasonable valuation of 40-45 times with high volatility risks of 35%-45% [2] Market Events - Blue Ocean Huating has made a strategic investment in the fourth-generation semiconductor company "Gallium Future," marking a significant move in the fourth-generation semiconductor field [3] - According to Galaxy Securities, the storage market has continued its strong upward trend since Q4 2025, with DRAM and NAND flash prices rising significantly, driven by increased demand from AI servers and data center capital expenditures [3] - NAND flash supply prices have increased by over 100%, while DRAM prices have risen by 60%-70%, with expectations that this price increase cycle will continue until mid-2026 [3][4] Investment Opportunities - The current market conditions represent a new starting point for the storage chip sector, driven by rapid growth in AI server demand and domestic substitution, presenting investment opportunities in related listed companies within the domestic storage industry chain [4]

Core Viewpoint - Shenzhen Huaten Zhikong Technology Co., Ltd. has been established with a registered capital of 5 million RMB, focusing on smart control systems and various technology services [1] Group 1: Company Overview - The legal representative of Shenzhen Huaten Zhikong Technology Co., Ltd. is Jian Zhigang [1] - The company is a limited liability company with natural person investment or control [1] - The business scope includes smart control system integration, technology services, electronic product sales, and various manufacturing activities related to electrical machinery and components [1] Group 2: Shareholding Structure - The shareholding structure is as follows: Wuxi Blue Ocean Huaten Technology Co., Ltd. holds 51%, Shenzhen Zhuoli Investment Co., Ltd. holds 34.5%, and Jian Zhigang holds 14.5% [1] Group 3: Business Activities - The company engages in a wide range of activities including the manufacturing and sales of electric machinery, power electronic components, and new energy equipment [1] - It also provides services related to power generation technology and information system integration [1]

Core Viewpoint - The company, Blue Ocean Huateng, primarily focuses on the production of electric vehicle motor controllers, medium and low voltage frequency converters, and servo drives, serving clients mainly from the new energy vehicle sector [2] Group 1 - The company has reported that its investment in the solid-state battery enterprise, High Energy Times, is underperforming, leading to an impairment provision recorded in its third-quarter report [2]