9月23日，蓝宇股份跌5.02%，截至发稿，报32.38元/股，成交3744.20万元，换手率4.34%，总市值33.68 亿元。 资料显示，浙江蓝宇数码科技股份有限公司位于浙江省义乌市佛堂镇渡磬南路180号，成立日期2010年 12月30日，上市日期2024年12月20日，公司主营业务涉及主要从事符合国家节能环保战略方向的数码喷 印墨水的研发、生产和销售。主营业务收入构成为：分散墨水53.41%，活性墨水22.06%，其他墨水 12.35%，纺织印花加工10.35%，租赁及燃料动力销售1.26%，设备及材料销售0.57%。 国投瑞银新兴产业混合(LOF)A（161219）基金经理为王鹏。 截至发稿，王鹏累计任职时间10年167天，现任基金资产总规模5.87亿元，任职期间最佳基金回报 151.64%， 任职期间最差基金回报3.45%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从蓝宇股份十大流通股东角度 数据显示，国投瑞银基金旗下1只基金位居蓝宇 ...

证券代码：301585 证券简称：蓝宇股份 公告编号：2025-040 浙江蓝宇数码科技股份有限公司 关于为子公司提供担保的进展公告 二、担保进展情况 2025 年 9 月 18 日，公司与中信银行股份有限公司义乌分行（以下简称"中信银 行"）签订了《最高额保证合同》（以下简称"保证合同"），公司为蓝展科技向 银行融资提供连带责任保证担保，最高担保金额为人民币 3,000 万元，保证合同保证 期间为主合同项下债务履行期限届满之日起三年，即自债务人依具体业务合同约定 的债务履行期限届满之日起三年。每一具体业务合同项下的保证期间单独计算。具 体情况如下： 单位：人民币万元 | 被担保方 | 债权人 | 本次担保 | 合同签订 | 本次担保 | 本次担保 | 剩余可用 | | --- | --- | --- | --- | --- | --- | --- | | | | 金额 | 日期 | 前对被担 | 后对被担 | 担保额度 | | | | | 保方的担 | 保方的担 | | | --- | --- | --- | --- | --- | --- | | | | | 保余额 | 保余额 | | | 蓝展科技 | ...

国信证券股份有限公司 关于浙江蓝宇数码科技股份有限公司 2025 年半年度跟踪报告 | 保荐人名称：国信证券股份有限公司 | 被保荐公司简称：蓝宇股份 | | --- | --- | | 保荐代表人姓名：金骏 | 联系电话：0571-85115307 | | 保荐代表人姓名：谢珣飞 | 联系电话：0571-85115307 | 一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 不适用 | | 2．督导公司建立健全并有效执行规章制度 | | | 的情况 | | | （1）是否督导公司建立健全规章制度（包 | | | 括但不限于防止关联方占用公司资源的制 | 是 | | 度、募集资金管理制度、内控制度、内部审 | | | 计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月 1 次 | | （2）公司募集资金项目进展是否与信息披 | 是 | | ...

Company Overview - Zhejiang Lanyu Digital Technology Co., Ltd. is located in Yiwu City, Zhejiang Province, and was established on December 30, 2010. The company is primarily engaged in the research, production, and sales of digital printing inks that align with national energy-saving and environmental protection strategies [1]. Financial Performance - For the first half of 2025, Lanyu achieved operating revenue of 211 million yuan, a year-on-year decrease of 10.57% [2]. - The net profit attributable to the parent company for the same period was 28.66 million yuan, reflecting a significant year-on-year decline of 49.13% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Lanyu was 12,100, a decrease of 23.82% compared to the previous period [2]. - The average circulating shares per person increased by 79.95% to 2,157 shares [2]. Financing and Trading Activity - On September 11, Lanyu's stock price increased by 0.79%, with a trading volume of 45.77 million yuan. The financing buy-in for that day was 3.81 million yuan, while the financing repayment was 5.58 million yuan, resulting in a net financing outflow of 1.77 million yuan [1]. - The total balance of margin trading for Lanyu as of September 11 was 52.37 million yuan, accounting for 5.82% of its circulating market value [1]. Dividend Distribution - Since its A-share listing, Lanyu has distributed a total of 32 million yuan in dividends [3]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Guotou Ruijin Emerging Industry Mixed Fund (161219) held 145,200 shares, a decrease of 30.48 million shares from the previous period. Guotou Ruijin New Silk Road Mixed Fund (161224) has exited the top ten circulating shareholders list [3].

机构持仓方面，截止2025年6月30日，蓝宇股份十大流通股东中，国投瑞银新兴产业混合(LOF)A （161219）位居第八大流通股东，持股14.52万股，相比上期减少30.48万股。国投瑞银新丝路混合 (LOF)（161224）退出十大流通股东之列。 资料显示，浙江蓝宇数码科技股份有限公司位于浙江省义乌市佛堂镇渡磬南路180号，成立日期2010年 12月30日，上市日期2024年12月20日，公司主营业务涉及主要从事符合国家节能环保战略方向的数码喷 印墨水的研发、生产和销售。主营业务收入构成为：分散墨水53.41%，活性墨水22.06%，其他墨水 12.35%，纺织印花加工10.35%，租赁及燃料动力销售1.26%，设备及材料销售0.57%。 截至6月30日，蓝宇股份股东户数1.21万，较上期减少23.82%；人均流通股2157股，较上期增加 79.95%。2025年1月-6月，蓝宇股份实现营业收入2.11亿元，同比减少10.57%；归母净利润2866.29万 元，同比减少49.13%。 分红方面，蓝宇股份A股上市后累计派现3200.00万元。 9月10日，蓝宇股份跌0.38%，成交额3334.09万元。两融 ...

Core Viewpoint - The company, Lanyu Co., Ltd. (301585.SZ), is a leading supplier of digital printing inks for textiles in China, focusing on research, production, and sales of digital inkjet printing inks, primarily used in the textile sector [1] Group 1: Company Overview - Lanyu Co., Ltd. specializes in the research, production, and sales of digital inkjet printing inks [1] - The company's products are mainly applied in the textile field, covering printing processes for clothing fabrics and home textiles [1] - The market share of the company's digital inkjet printing inks ranks among the top in the domestic industry [1] Group 2: Business Development - Since its listing, the company has maintained stable business development through continuous investment in research and development and deepening market channels [1] - The company is actively seizing market opportunities to further enhance the scale of its main business, driven by the growing demand for digital printing in the downstream textile industry [1]

Company Overview - Zhejiang Lanyu Digital Technology Co., Ltd. is located in Yiwu City, Zhejiang Province, and was established on December 30, 2010. The company is primarily engaged in the research, production, and sales of digital printing inks that align with national energy-saving and environmental protection strategies [1]. Financial Performance - As of June 30, 2025, Lanyu Co. reported operating revenue of 211 million yuan, a year-on-year decrease of 10.57%. The net profit attributable to the parent company was 28.66 million yuan, down 49.13% year-on-year [2]. - Cumulative cash dividends distributed by Lanyu Co. since its A-share listing amount to 32 million yuan [3]. Shareholder Information - As of June 30, 2025, the number of shareholders of Lanyu Co. was 12,100, a decrease of 23.82% compared to the previous period. The average number of circulating shares per shareholder increased by 79.95% to 2,157 shares [2]. - Among the top ten circulating shareholders, Guotou Ruijin Emerging Industry Mixed Fund (LOF) A held 145,200 shares, a decrease of 30.48 million shares compared to the previous period. Guotou Ruijin New Silk Road Mixed Fund (LOF) has exited the top ten circulating shareholders list [3]. Market Activity - On September 3, Lanyu Co. experienced a stock price decline of 1.85%, with a trading volume of 61.18 million yuan. The margin trading data indicated a financing purchase amount of 8.36 million yuan and a net financing purchase of 2.12 million yuan for the day [1]. - The total margin trading balance for Lanyu Co. as of September 3 was 55.96 million yuan, accounting for 6.33% of its circulating market value [1].

Core Viewpoint - Blue Universe Co., Ltd. (301585) reported disappointing financial results for the first half of 2025, with significant declines in revenue and net profit compared to the previous year [1] Financial Performance - Total revenue for the first half of 2025 was 211 million yuan, a decrease of 10.57% year-on-year [1] - Net profit attributable to shareholders was 28.66 million yuan, down 49.13% year-on-year [1] - In Q2 2025, total revenue was 116 million yuan, a decline of 10.93% year-on-year, with net profit of 15.29 million yuan, down 51.01% year-on-year [1] - Gross margin was 31.62%, a decrease of 19.82% year-on-year, while net margin was 13.54%, down 43.35% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 24.77 million yuan, representing 11.75% of total revenue, an increase of 66.47% year-on-year [1] Key Financial Ratios - Earnings per share (EPS) was 0.28 yuan, a decrease of 61.11% year-on-year [1] - Operating cash flow per share was 0.14 yuan, down 80% year-on-year [1] - The company's net asset value per share increased to 9.1 yuan, up 11.56% year-on-year [1] Debt and Receivables - The company reported a significant increase in interest-bearing debt, which rose by 61.34% to 50.73 million yuan [1] - Accounts receivable increased by 13.78% to 140 million yuan, with accounts receivable to profit ratio reaching 139.07% [3] Historical Performance - The company's return on invested capital (ROIC) for the previous year was 13.92%, with a historical median ROIC of 22.47% since its listing [3] - The net profit margin for the previous year was 21.01%, indicating high added value in its products or services [3]

Core Viewpoint - Zhejiang Lanyu Digital Technology Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, indicating challenges in the digital printing ink market and the need for strategic adjustments to maintain competitiveness [1][2]. Company Overview and Financial Indicators - Company Name: Zhejiang Lanyu Digital Technology Co., Ltd. - Stock Code: 301585 - Main Business: Research, production, and sales of digital printing inks, primarily for the textile industry [1][2]. - Revenue for H1 2025: CNY 210.80 million, a decrease of 10.57% compared to CNY 235.72 million in H1 2024 [2][19]. - Net Profit: CNY 26.97 million, down 50.78% from CNY 54.79 million in the previous year [2][19]. - Basic Earnings Per Share: CNY 0.28, a decline of 61.11% from CNY 0.72 [2][19]. - Total Assets: CNY 1.13 billion, an increase of 5.06% from CNY 1.08 billion at the end of the previous year [2]. Industry Context - The company operates in the digital printing ink sector, specifically within the "CE264 Paints, Inks, Pigments, and Similar Products Manufacturing" category [3]. - Digital printing technology is recognized for its environmental benefits and rapid development, with applications in textiles, office printing, and advertising [3][4]. - The digital printing ink market is expected to grow, driven by increasing demand for customized, efficient, and sustainable production methods [4][5]. Market Competition and Trends - Digital printing offers significant advantages over traditional printing methods, including reduced waste and improved design flexibility [5][6]. - The market for digital textile printing inks is projected to expand, with a compound annual growth rate (CAGR) of 10% during the 14th Five-Year Plan period [4][5]. - The company is positioned as a key player in the domestic market, focusing on high-quality, environmentally friendly products to meet evolving industry standards [7][8]. Product and Technology Development - The company has developed over 3,000 formulations for water-based digital printing inks, with a focus on compatibility with various industrial print heads [8][9]. - Continuous investment in research and development has led to advancements in ink stability, color saturation, and compatibility with printing systems [8][9]. - The company has received multiple certifications, including ISO9001 and OEKO-TEX, ensuring compliance with international quality and environmental standards [16][18]. Strategic Focus - The company aims to reduce production costs while enhancing product quality to support the green transformation of the textile printing industry [15][19]. - A strong emphasis on customer feedback and market trends drives the company's innovation and product development strategies [14][17]. - The company maintains a competitive edge through its established relationships with leading digital printing equipment manufacturers and a robust supply chain [17][18].

Core Viewpoint - Zhejiang Lanyu Digital Technology Co., Ltd. reported a significant decline in both revenue and net profit for the first half of 2025 compared to the same period in 2024, indicating potential challenges in its business operations [1][2]. Financial Performance - The company's operating revenue for the reporting period was approximately 210.80 million yuan, down 10.57% from 235.72 million yuan in the previous year [1]. - The net profit attributable to shareholders decreased by 49.13%, from 56.35 million yuan to 28.66 million yuan [1]. - The net profit after deducting non-recurring gains and losses also saw a decline, reflecting ongoing operational difficulties [1]. - The net cash flow from operating activities dropped by 65.33%, from 42.95 million yuan to 14.89 million yuan [1]. - Basic and diluted earnings per share fell by 61.11%, from 0.72 yuan to 0.28 yuan [1]. - The weighted average return on equity decreased from 12.22% to 2.99% [1]. Asset and Equity Position - Total assets at the end of the reporting period were approximately 1.13 billion yuan, an increase of 5.06% from 1.08 billion yuan at the end of the previous year [1]. - The net assets attributable to shareholders were approximately 946.39 million yuan, showing a slight decrease of 0.36% from 949.77 million yuan [2]. Shareholder Information - The largest shareholder, Guo Zhenrong, holds 19.47% of the shares, indicating a concentrated ownership structure [2][3]. - Other significant shareholders include Yiwuyuan Investment Management Co., Ltd. and Hangzhou Lanxing Investment Partnership, holding 7.57% and 6.80% respectively [2][3]. Corporate Governance - The company has not undergone any changes in its controlling shareholder or actual controller during the reporting period [4]. - There are no preferred shareholders or special voting rights arrangements reported [4].