Core Viewpoint - Zhongke Lanyun (688332) has significantly increased its performance forecast, drawing market attention due to fluctuations in investment portfolio value and progress in its main business [1] Group 1: Performance Overview - The company announced on January 7, 2026, that it expects a net profit attributable to shareholders for 2025 to be between 1.4 billion to 1.43 billion yuan, representing a year-on-year increase of 366.51% to 376.51%, primarily due to fair value changes from investments in Moer Thread and Muxi Co., Ltd [2] - The official annual report will provide more detailed financial data, which will be crucial for assessing the final results [2] Group 2: Company Status - Zhongke Lanyun directly holds 0.43% of Moer Thread and 0.21% of Muxi Co., Ltd, indicating that the stock price changes of these GPU companies may continue to impact the company's non-operating gains and losses [3] - Future attention should be directed towards the performance and market behavior of the invested enterprises [3] Group 3: Business Progress - The company's wireless audio SoC chip business has entered the supply chains of Xiaomi and Honor, and it is deepening its AI edge layout, such as collaborating with Volcano Engine to launch solutions compatible with Doubao large models [4] - The rollout of new products, such as Wi-Fi chips, is worth monitoring [4] Group 4: Capital Movement - On February 9, 2026, the main capital saw a net inflow of 28.8525 million yuan, with the stock closing at 136.1 yuan, reflecting short-term market interest [5] - Future capital movements may be influenced by industry policies and sector rotations [5]

Core Viewpoint - Shenzhen Zhongke Lanyun Technology Co., Ltd. is engaging in a related party investment with its controlling shareholder's family members, which constitutes a related party transaction but does not qualify as a major asset restructuring [2][3][5]. Group 1: Related Party Transaction Overview - The company, in collaboration with Zhongxin Juyuan Private Equity Fund Management (Shenzhen) Co., Ltd., established Jiaxing Juyuan Langrui Equity Investment Partnership (Limited Partnership) with a total subscribed capital of RMB 24.381 million, where the company contributed RMB 8 million, accounting for 32.81% of the total [4][20]. - To meet future investment needs, the partnership plans to increase its capital from RMB 24.381 million to RMB 44.276 million, with the controlling shareholder's family members investing a total of RMB 1 million [4][21]. - The transaction has been approved by the company's board of directors and does not require shareholder approval as it falls within the board's authority [5][16]. Group 2: Related Party Basic Information - Cai Meng, the spouse of the company's controlling shareholder and chairman, and Huang Hening, their daughter, are identified as related natural persons under the Shanghai Stock Exchange rules [6]. - There are no other relationships between these individuals and the company regarding property, business, assets, debts, or personnel [6]. Group 3: Investment Partnership Details - The partnership is named Jiaxing Juyuan Langrui Equity Investment Partnership (Limited Partnership) and is registered in Jiaxing, Zhejiang Province [8]. - The partnership's business scope includes equity investment and private equity activities, pending registration with the China Securities Investment Fund Industry Association [8]. Group 4: Purpose and Impact of the Related Party Transaction - The company's participation in establishing Juyuan Langrui aligns with its strategic development needs, helping to broaden investment channels and leverage professional management capabilities [15]. - The capital increase aims to expand the fund's investment scale and enhance financial strength to seize quality investment opportunities [15].

Group 1 - The company holds shares in Moer Thread and Muxi Integrated Circuit, with specific unlock dates for these shares [2] - The shares of Moer Thread will be unlocked on December 27, 2027, while the shares of Muxi Integrated Circuit will be unlocked on March 26, 2028 [2]

证券代码：688332 证券简称：中科蓝讯 公告编号：2026-005 深圳市中科蓝讯科技股份有限公司 关于与关联方形成共同投资暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 深圳市中科蓝讯科技股份有限公司（以下简称"公司"）的控股股东、实际 控制人、董事长黄志强先生之配偶蔡梦女士、女儿黄贺宁女士拟投资认购嘉兴聚源 朗瑞股权投资合伙企业（有限合伙）（以下简称"聚源朗瑞"），金额共计人民币 1,000 万元。 本次交易涉及与关联方共同投资，构成关联交易，但不构成重大资产重组， 不存在重大法律障碍。 本次交易已经公司第二届董事会第二次独立董事专门会议、第二届董事会 第二十四次会议审议通过。本事项在公司董事会审议范围内，无需提交股东会审议。 风险提示：合伙企业受宏观经济、行业环境、市场竞争等因素的影响，未 来经营状况和收益存在不确定性的风险。 一、关联交易概述 二、关联方基本情况 蔡梦女士为公司控股股东、实际控制人、董事长黄志强先生之配偶，任公司 公共事务总监；黄贺宁女士为公司控股股东、实际控制人、 ...

证券代码：688332 证券简称：中科蓝讯 公告编号：2026-004 深圳市中科蓝讯科技股份有限公司 第二届董事会第二十四次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 深圳市中科蓝讯科技股份有限公司（以下简称"公司"）第二届董事会第二 十四次会议通知于 2026 年 2 月 9 日以电子邮件方式向全体董事及高级管理人员 发出，会议于 2026 年 2 月 12 日以通讯方式召开。本次会议由董事长黄志强先生 主持，会议应出席董事 5 名，实际出席董事 5 名，公司高级管理人员列席本次会 议。本次会议的召集、召开及表决程序符合《中华人民共和国公司法》和《深圳 市中科蓝讯科技股份有限公司章程》等有关法律、行政法规、规范性文件的规定， 会议决议合法有效。 二、董事会会议审议情况 会议以 4 票同意，0 票反对，0 票弃权，审议通过了《关于与关联方形成共 同投资暨关联交易的议案》，关联董事黄志强先生回避表决。 特此公告。 深圳市中科蓝讯科技股份有限公司 董事会 2026 年 2 月 13 日 ...

Core Viewpoint - The company announced its participation in a capital increase for 聚源朗瑞, raising the total subscribed capital from 244 million to 443 million yuan, with the company holding a 32.81% stake in the initial funding [1] Group 1 - The company invested 80 million yuan in the establishment of 聚源朗瑞, which represents 32.81% of the total raised amount [1] - The recent capital increase involves a total subscription amount of 443 million yuan, indicating a significant expansion of the company's investment [1] - The company's controlling shareholder and actual controller, Huang Zhiqiang, along with his family members, plan to subscribe for a total of 10 million yuan, which constitutes a related party transaction [1]

Group 1 - The core point of the article is that Zhongke Lanyun (688332.SH) has established a partnership with SMIC Juyuan Private Equity Fund Management (Shenzhen) Co., Ltd. to create Jiaxing Juyuan Langrui Equity Investment Partnership (Limited Partnership) to seize market opportunities and expand investment channels [1] - The total subscribed capital of Juyuan Langrui is RMB 243.81 million, with the company contributing RMB 80 million, accounting for 32.81% of the total raised amount [1] - As of the announcement date, Juyuan Langrui has completed its business registration but has not yet registered with the Asset Management Association of China [1] Group 2 - To meet future investment needs, Juyuan Langrui plans to increase its capital from RMB 243.81 million to RMB 442.76 million [1] - The company's controlling shareholder and actual controller, Mr. Huang Zhiqiang, along with his spouse, Ms. Cai Meng, and daughter, Ms. Huang Hening, intend to subscribe for a total of RMB 10 million [1]

Group 1 - The company Zhongke Lanyun announced on February 12 that its second board meeting was held via communication, discussing proposals related to common investments with related parties and associated transactions [1] - Investors Ge Weidong and Fang Wenyuan have jointly invested 1 billion yuan each in Jianghuai, leading to a significant increase in the company's stock price [1] - Historical analysis shows that participation of major investors in private placements has resulted in both profits and losses [1]

Group 1 - The company held its 23rd meeting of the second board of directors on February 6, 2026, via telecommunication, with all five directors present, ensuring compliance with relevant laws and regulations [2] - The board unanimously approved the proposal to establish a "Securities Investment Management System" to regulate the company's investment activities and enhance capital operation efficiency [2][3] - The new system aims to mitigate investment risks, safeguard company assets, and protect shareholder interests, in accordance with various legal frameworks and the company's articles of association [3]

（记者 胡玲） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，中科蓝讯2月6日晚间发布公告称，公司第二届第二十三次董事会会议于2026年2月6日以 通讯方式召开。会议审议了《关于制定公司的议案》等文件。 每经头条（nbdtoutiao）——目标是囤700吨黄金！连续两年增持黄金最多的央行宣布：再买150吨 ...