中科蓝讯所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：AI玩具、端侧AI、字节跳 动概念、SOC芯片、星闪概念等。 1月5日，中科蓝讯盘中上涨2.05%，截至14:04，报134.00元/股，成交3.43亿元，换手率5.84%，总市值 161.60亿元。 资金流向方面，主力资金净流出198.78万元，特大单买入4467.14万元，占比13.02%，卖出2572.30万 元，占比7.50%；大单买入9204.45万元，占比26.82%，卖出1.13亿元，占比32.93%。 中科蓝讯今年以来股价涨2.05%，近5个交易日涨5.75%，近20日跌15.47%，近60日跌19.22%。 资料显示，深圳市中科蓝讯科技股份有限公司位于广东省深圳市南山区沙河街道高发社区侨香路4068号 智慧广场A栋1301-1，成立日期2016年12月19日，上市日期2022年7月15日，公司主营业务涉及无线音 频芯片的研发、设计与销售。主营业务收入构成为：芯片销售收入99.83%，工具及其他0.17%。 责任编辑：小浪快报 截至9月30日，中科蓝讯股东户数1.89万，较上期增加44.27%；人均流通股2343股，较上期减 ...

12月29日，中科蓝讯盘中上涨3.55%，截至09:35，报129.12元/股，成交8873.16万元，换手率1.56%，总 市值155.72亿元。 资金流向方面，主力资金净流入268.80万元，特大单买入252.66万元，占比2.85%，卖出452.42万元，占 比5.10%；大单买入939.35万元，占比10.59%，卖出470.80万元，占比5.31%。 中科蓝讯今年以来股价跌0.29%，近5个交易日涨2.08%，近20日跌15.14%，近60日跌9.13%。 今年以来中科蓝讯已经2次登上龙虎榜，最近一次登上龙虎榜为9月23日，当日龙虎榜净买入-3813.97万 元；买入总计2.16亿元 ，占总成交额比10.80%；卖出总计2.54亿元 ，占总成交额比12.70%。 机构持仓方面，截止2025年9月30日，中科蓝讯十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第一大流通股东，持股109.26万股，相比上期减少4.97万股。香港中央结算有限公司位居第二大流 通股东，持股106.52万股，相比上期增加50.68万股。民生加银持续成长混合A（007731）位居第三大流 通股东，持股85.00万 ...

Core Viewpoint - Zhongke Lanyun's stock experienced a decline of 2.35% on December 3, with a trading volume of 444 million yuan, indicating a potential concern regarding investor sentiment and market performance [1] Financing Summary - On December 3, Zhongke Lanyun had a financing buy-in amount of 63.18 million yuan and a financing repayment of 62.62 million yuan, resulting in a net financing buy of 557,700 yuan [1] - As of December 3, the total financing and securities lending balance for Zhongke Lanyun reached 735 million yuan, with the financing balance accounting for 11.38% of the circulating market value, indicating a high level compared to the past year [1] - The securities lending aspect showed no shares were repaid or sold on December 3, with a remaining securities lending volume of 7,000 shares and a balance of 1.02 million yuan, also indicating a high level compared to the past year [1] Financial Performance - For the period from January to September 2025, Zhongke Lanyun reported a revenue of 1.302 billion yuan, reflecting a year-on-year growth of 4.29%, and a net profit attributable to shareholders of 211 million yuan, with a year-on-year increase of 2.17% [2] - Since its A-share listing, Zhongke Lanyun has distributed a total of 340 million yuan in dividends, with 274 million yuan distributed over the past three years [2] Shareholder Structure - As of September 30, 2025, Zhongke Lanyun had 18,900 shareholders, an increase of 44.27% from the previous period, while the average number of circulating shares per person decreased by 30.69% to 2,343 shares [2] - The top ten circulating shareholders include notable entities such as the Harvest SSE STAR Chip ETF, which holds 1.0926 million shares, and the Hong Kong Central Clearing Limited, which increased its holdings by 506,800 shares [3] - Other significant shareholders include Minsheng Jia Yin Continuous Growth Mixed A and Xin Ao Leading Growth Mixed A, with varying changes in their holdings compared to the previous period [3]

上银丰瑞一年持有期混合发起式A（019787）基金经理为赵治烨、许佳。 截至发稿，赵治烨累计任职时间10年206天，现任基金资产总规模17.68亿元，任职期间最佳基金回报 132.85%， 任职期间最差基金回报-42.27%。 许佳累计任职时间5年14天，现任基金资产总规模424.65亿元，任职期间最佳基金回报20.95%， 任职期 间最差基金回报0.45%。 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 12月1日，中科蓝讯涨5.38%，截至发稿，报152.28元/股，成交6.01亿元，换手率9.24%，总市值183.65 亿元。 资料显示，深圳市中科蓝讯科技股份有限公司位于广东省深圳市南山区沙河街道高发社区侨香路4068号 智慧广场A栋1301-1，成立日期2016年12月19日，上市日期2022年7月15日，公司主营业务涉及无线音 频芯片的研发、设计与销售。主营业务收入构成为：芯片销售收入99.83%，工具及其他0.17%。 从基金十大重仓股角 ...

Group 1 - Zhongke Lanyun experienced a decline of 5.48% on November 24, with a stock price of 131.68 CNY per share and a trading volume of 182 million CNY, resulting in a turnover rate of 3.04% and a total market capitalization of 15.88 billion CNY [1] - The company, Shenzhen Zhongke Lanyun Technology Co., Ltd., was established on December 19, 2016, and went public on July 15, 2022. Its main business involves the research, design, and sales of wireless audio chips, with chip sales accounting for 99.83% of its revenue [1] Group 2 - Among the top ten circulating shareholders of Zhongke Lanyun, a fund under Southern Fund ranks first. The Southern CSI 1000 ETF (512100) entered the top ten shareholders in the third quarter, holding 440,300 shares, which represents 0.99% of the circulating shares. The estimated floating loss today is approximately 3.36 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 20.09%, ranking 2058 out of 4208 in its category; the one-year return is 14.36%, ranking 2432 out of 3981; and since inception, the return is 6.27% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 19 days, managing total assets of 122.76 billion CNY. The best fund return during the tenure is 164.23%, while the worst return is -16.8% [2]

Group 1 - Zhongke Lanyun's stock price dropped by 5.15% to 139.10 CNY per share, with a trading volume of 398 million CNY and a turnover rate of 6.21%, resulting in a total market capitalization of 16.775 billion CNY [1] - The company, established on December 19, 2016, and listed on July 15, 2022, specializes in the research, design, and sales of wireless audio chips, with 99.83% of its revenue coming from chip sales [1] Group 2 - Zhonghang Fund has a significant holding in Zhongke Lanyun, with its flagship fund increasing its stake by 272,000 shares to a total of 301,500 shares, representing 10.14% of the fund's net value, making it the largest holding [2] - The fund, Zhonghang Vision Leading Mixed Initiation A (021491), has a current scale of 137 million CNY and has reported a year-to-date return of 11.41%, ranking 5389 out of 8136 in its category [2] Group 3 - The fund manager, Wang Sen, has been in charge for 2 years and 57 days, overseeing assets totaling 2.85 billion CNY, with the best fund return during his tenure being 132.1% and the worst being -0.6% [3]

Group 1 - Zhongke Lanyun experienced a decline of 5.15% on November 21, with a stock price of 139.10 CNY per share, a trading volume of 398 million CNY, a turnover rate of 6.21%, and a total market capitalization of 16.775 billion CNY [1] - The company, Shenzhen Zhongke Lanyun Technology Co., Ltd., was established on December 19, 2016, and went public on July 15, 2022. Its main business involves the research, design, and sales of wireless audio chips, with chip sales accounting for 99.83% of its revenue [1] Group 2 - From the perspective of fund holdings, one fund under Dongcai has Zhongke Lanyun as a significant investment. The Dongcai Economic Driven Mixed Fund A (019143) held 5,356 shares in the third quarter, representing 5.9% of the fund's net value, making it the second-largest holding [2] - The Dongcai Economic Driven Mixed Fund A (019143) was established on January 23, 2024, with a latest scale of 14.1929 million CNY. Year-to-date returns are 16.93%, ranking 4,471 out of 8,136 in its category, while the one-year return is 18.82%, ranking 3,818 out of 8,056 [2] - The fund manager, Fang Yihang, has been in the position for 4 years and 77 days, with a total asset scale of 14.8917 million CNY. The best return during his tenure is 30.45%, while the worst is -47.46% [2]

Core Viewpoint - Zhongke Lanyun's stock price has experienced fluctuations, with a recent decline of 2.01% and a year-to-date decrease of 0.46%, while showing a significant increase of 32.88% over the past 60 days [1] Financial Performance - For the period from January to September 2025, Zhongke Lanyun achieved a revenue of 1.302 billion yuan, representing a year-on-year growth of 4.29%, and a net profit attributable to shareholders of 211 million yuan, reflecting a growth of 2.17% [2] - The company has distributed a total of 340 million yuan in dividends since its A-share listing, with 274 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, Zhongke Lanyun had 18,900 shareholders, an increase of 44.27% from the previous period, with an average of 2,343 circulating shares per shareholder, a decrease of 30.69% [2] - The largest circulating shareholder is the Harvest SSE STAR Chip ETF, holding 1.0926 million shares, which decreased by 49,700 shares compared to the previous period [3] - Other notable shareholders include Hong Kong Central Clearing Limited and Minsheng Jianyin, with varying changes in their holdings [3] Market Activity - Zhongke Lanyun's stock has been active on the market, appearing on the "Dragon and Tiger List" twice this year, with the most recent instance on September 23, where it recorded a net buy of -38.1397 million yuan [1]

Group 1 - Zhongke Lanyun's stock price decreased by 2.26% on November 7, with a trading volume of 186 million yuan. The margin trading data indicated a net margin buy of -7.15 million yuan for the day, with a total margin balance of 698 million yuan [1] - The company achieved a revenue of 1.302 billion yuan from January to September 2025, representing a year-on-year growth of 4.29%. The net profit attributable to shareholders was 211 million yuan, with a year-on-year increase of 2.17% [2] - As of September 30, 2025, the number of shareholders increased by 44.27% to 18,900, while the average circulating shares per person decreased by 30.69% to 2,343 shares [2] Group 2 - The top ten circulating shareholders include the largest shareholder, Harvest CSI Chip ETF, holding 1.0926 million shares, a decrease of 49,700 shares from the previous period. Hong Kong Central Clearing Limited increased its holdings by 506,800 shares to 1.0652 million shares [3] - The company has distributed a total of 340 million yuan in dividends since its A-share listing, with 274 million yuan distributed over the past three years [2]

Group 1 - Zhongke Lanyun experienced a decline of 5.21% on October 27, with a stock price of 145.03 yuan per share, a trading volume of 543 million yuan, a turnover rate of 8.26%, and a total market capitalization of 17.49 billion yuan [1] - The company, Shenzhen Zhongke Lanyun Technology Co., Ltd., was established on December 19, 2016, and went public on July 15, 2022. Its main business involves the research, design, and sales of wireless audio chips, with chip sales accounting for 99.83% of its revenue [1] Group 2 - Zhonghang Fund has a significant holding in Zhongke Lanyun, with its fund Zhonghang Vision Leading Mixed Initiation A (021491) increasing its stake by 18,200 shares in the second quarter, bringing its total holdings to 29,500 shares, which represents 6.16% of the fund's net value, ranking it as the ninth largest holding [2] - The fund has a current size of 16.47 million yuan and has achieved a year-to-date return of 29.18%, ranking 3127 out of 8226 in its category, with a one-year return of 33.12%, ranking 2349 out of 8099 [2] Group 3 - The fund manager of Zhonghang Vision Leading Mixed Initiation A is Wang Sen, who has been in the position for 2 years and 32 days. The fund's total asset size is 2.85 billion yuan, with the best return during his tenure being 155.59% and the worst being 7.44% [3]