BEKEN(SH:603068) Jing Ji Guan Cha Wang·2026-02-13 06:43Group 1 - The Ministry of Industry and Information Technology and four other departments have issued an implementation opinion to strengthen the capacity building of the information and communication industry, aiming for a ground mobile communication network coverage rate of no less than 90% for low-altitude public air routes by 2027, which may benefit the wireless communication chip sector [1] - Shenzhen's Industry and Information Technology Bureau has released an action plan emphasizing the development of AI chips as a breakthrough to strengthen the semiconductor industry, targeting the demand for AI terminals and new energy vehicles [1] - ByteDance is reportedly advancing its self-developed AI chip project, codenamed "SeedChip," and plans to negotiate with Samsung for foundry cooperation, indicating intensified competition in the AI chip field [1] Group 2 - Broadcom Integrated (603068) has shown a fluctuating upward trend in stock price over the past week, with a cumulative increase of 4.94% over five days and a trading volume of approximately 601 million yuan [1] - The latest financial report for the company shows a revenue of 624 million yuan for the first nine months of 2025, representing a year-on-year growth of 8.40%, and a net profit attributable to shareholders of 9.32 million yuan, up 127.36% year-on-year [1] - Institutions predict a year-on-year increase of 159.62% in net profit for the entire year of 2025, but caution is advised regarding the performance in subsequent quarters [1] Group 3 - Current market attention on Broadcom Integrated is moderate, with neutral public sentiment and low frequency of institutional research [2] - Profit forecasts indicate a net profit expectation of 31 million yuan for 2025, but the price-to-earnings ratio is at 311.77 times, suggesting a high valuation that requires caution [2]