【私募调研记录】彤源投资调研中科蓝讯

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]