【私募调研记录】煜德投资调研中科蓝讯

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]