Group 1: Hanbell Precise Machinery - The company expects a revenue of 3.674 billion yuan in 2024, a decrease of 4.62% year-on-year, and a net profit of 863 million yuan, down 0.28% [1] - In Q1 2025, revenue is projected to be 606 million yuan, a decline of 19.09%, with a net profit of 118 million yuan, down 19.58% [1] - The main business includes compressors and vacuum pumps, with applications in various fields such as commercial air conditioning and food cold chain [1] Group 2: Zhongke Lanyun - In Q1 2025, net profit decreased by 18.21% due to a 53.59% increase in R&D investment [2] - The company is expanding its product lines to ten categories, including Bluetooth headset chips and smart speaker chips [2] - The impact of U.S. tariff policies on the company's overall business is minimal [2] Group 3: Jinhaitong - In Q1 2025, the company achieved a revenue of 129 million yuan, a year-on-year increase of 45.21%, and a net profit of 25.66 million yuan, up 72.29% [3] - The growth is attributed to the recovery in demand for semiconductor packaging and testing equipment [3] - The company plans to enhance operational efficiency and focus on testing machines with more applications [3] Group 4: Huaxiang Co., Ltd. - In 2024, the company reported a core business sales volume of 451,000 tons, a year-on-year increase of 23.7%, and an overall revenue of 3.83 billion yuan, up 17.3% [4] - The net profit margin was 11.8%, with a net profit of 470 million yuan, an increase of 20.9% [4] - In Q1 2025, revenue continued to grow to 980 million yuan, a 3.5% increase, with a net profit margin of 13.2% [4]

调研纪要：中科蓝讯在2024年的机构调研中表示，公司产品线扩展到包含蓝牙耳机芯片、蓝牙音箱芯片 等十大产品线。公司2024年度扣非净利润同比增长40.44%，主要因产品种类丰富、出货量及营业收入 增长，政府补助减少。2025年，公司将在现有TWS耳机芯片基础上，开发适用于智能音箱、智能手 表、R/VR设备等领域的音频芯片，推出Wi-Fi和视频产品线。公司与字节跳动旗下火山引擎合作，推出 适配豆包大模型的软、硬件解决方案。产品已进入小米、realme真我、百度等品牌供应体系，讯龙三代 芯片已应用于FIIL GS Links I耳机。公司全线产品均支持蓝牙6.0规范，已通过蓝牙技术联盟认证。智能 穿戴类产品营收有较大幅度提升，B568x、B569x系列迅速起量。公司积极探索以外延方式吸收具有技 术及研发能力的企业或团队。 机构简介： 根据市场公开信息及4月11日披露的机构调研信息，知名私募丹羿投资近期对1家上市公司进行了调研， 相关名单如下： 1）中科蓝讯 （上海丹羿投资参与公司特定对象调研&电话会议） 以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构 ...