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 ...

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 ...

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].

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. The main business revenue composition includes: dispersed ink 58.43%, active ink 15.03%, other inks 14.26%, and others (supplementary) 12.28% [1]. Financial Performance - As of March 31, 2025, Lanyu Co. achieved operating revenue of 95.04 million yuan, a year-on-year decrease of 10.13%. The net profit attributable to the parent company was 13.38 million yuan, reflecting a year-on-year decline of 46.81% [2]. - Cumulative cash dividends distributed by Lanyu Co. after its A-share listing amount to 32 million yuan [3]. Shareholder Information - As of March 31, 2025, the number of shareholders of Lanyu Co. was 15,800, a decrease of 19.73% compared to the previous period. The average circulating shares per person increased by 24.58% to 1,198 shares [2]. - Among the top ten circulating shareholders, Guotou Ruijin Emerging Industry Mixed (LOF) A (161219) is the largest shareholder with 450,000 shares, being a new shareholder. Guotou Ruijin New Silk Road Mixed (LOF) (161224) ranks as the ninth largest shareholder with 71,900 shares, also a new shareholder [3]. Market Activity - On August 22, Lanyu Co. experienced a stock price decline of 0.50%, with a trading volume of 109 million yuan. The margin trading data indicated a financing purchase amount of 8.17 million yuan and a financing repayment of 7.29 million yuan, resulting in a net financing purchase of 878,700 yuan. The total margin trading balance as of August 22 was 44.58 million yuan, accounting for 4.75% of the circulating market value [1].

Investment Rating - The investment rating for the company is "Neutral" [2] Core Views - The company is a leading manufacturer of digital printing inks in China, benefiting from the increasing penetration of digital printing technology in the textile industry. From 2019 to 2023, the company's revenue and net profit grew at compound annual growth rates (CAGR) of 31.5% and 71.1%, respectively [4][13] - The company plans to invest CNY 220 million to establish a high-end digital equipment production base in Yiwu, which is expected to enhance its production capacity and product competitiveness [3][5] - The market share of the company's digital printing inks in the textile sector is approximately 10.66% in 2023, indicating its leading position domestically [4][35] Summary by Sections Company Overview - The company specializes in the research, production, and sales of digital printing inks, aligning with national energy-saving and environmental protection strategies. It is recognized as a "little giant" enterprise and a national high-tech enterprise [6] Financial Performance - The company's revenue increased from CNY 128 million in 2019 to CNY 384 million in 2023, with a CAGR of 31.5%. Net profit rose from CNY 11 million to CNY 93 million during the same period, with a CAGR of 71.1% [13][30] - The gross margin has remained stable between 42% and 45%, while the net margin has been between 20% and 25% since 2020 [15][16] Market Dynamics - The digital printing ink market in China has seen a significant increase in production, with a CAGR of 32% from 2015 to 2023. The penetration rate of digital printing in the textile sector rose from 2% to 18% during this period [4][29] - The company’s digital printing ink consumption in the textile sector is projected to reach 60,000 tons by 2025, reflecting a strong growth trajectory [30][38] Product Development - The company has continuously improved its product offerings, including the development of various types of inks such as reactive, acid, and disperse inks, which are crucial for digital printing technology [11][39] - The company has achieved a high capacity utilization rate, exceeding 100% in 2024, indicating strong demand for its products [38][40] Competitive Landscape - The company holds a significant market share in the domestic digital printing ink sector, with its sales volume increasing from 7,780 tons in 2021 to 12,128 tons in 2023, achieving a CAGR of 24.9% [34][35] - The digital printing ink market is expected to continue growing, driven by technological advancements and increasing demand for environmentally friendly printing solutions [22][30]