wen|yemacaijing wulijuan

编辑|高岩

suizhedianzikejidefeisufazhan，wulunshiwenjianchuanshuhaishicunchu，yibushoujijiukeyigaoding。erzuizaodecunchuchanpinupandeshiyongchangjingyeyuelaiyueshao。kenenghenshaorenzhidao，upandefamingzhe，jiushizhongguogongsi——langkekeji。

yinianduoqian，shaoguanshichengshitouzifazhanjituanyouxiangongsi（jiancheng“shaoguanchengtou”）congqiandongshizhangzhoufuchishoulinaxialangkekejideshikongquan。

qunian11yue29ri，langkekeji（300042.sz）xiaogudongdanhedongshizhangdeyianzaigudongdahuishangbeishenyitongguo。yigeshichigu3%dedisandagudong，yeshishichangchuanwende“niusan”；yigeshichigu1.36%dedisidagudong，renzhidongshizhang。

rujinzhoufuchibuzaidanrendongshizhang，bingcongdongshihuizhongtuichu，shaoguanshiguoziweipaizhudongshizhanglvzhirong，zhengshijiezhanglangkekeji。

“yidongcunchudiyigu”langkekeji“gongdou”juqingguoqule4geyue，xiaogudong“bigongmen”fengbojiejuyiming，dongshizhangrenxuanyeyichenailuoding。buguo，shangshishoucikuisundeyeji，gongchangshengchanxianrutingzhidechuanwen，youchengweiqiyanqiandejishouwenti。

erjishichangfangmian，langkekejizai2023nian6yue、11yuefenbiechuangchu47.22yuan/gu、42.5yuan/gudegaodian，erhouzhengtichengxiahuaqushi，jiezhi4yue8ri，baoshou26.8yuan/gu，juligaodiandiefuchao41%，shizhi53.71yiyuan。

老客户腾讯退租，上市以来首亏4376.42万元

langkekeji，zhuyingyewuweicunchuchanpinyanfa、shengchanhexiaoshou，zhiliyuweiquanqiucunchuyingyonglingyutigongjiejuefangan。zhidezhuyideshi，langkekejisuiranshishancunpandefamingzhe，danqimaolirundegongxiangengduodequetixianzaifangwuzulinfangmian，qizhongtengxunkonggu（0700.hk）shizhangqizuke。

raner，suizhetengxundetiqiantuizu，jiazhicunchushichangxuqiupiruan，langkekeji2023nianyinglaishangshihoushoukui。

junianbaopilu，2023nianlangkekejishixianyingyeshouru10.88yiyuan，tongbixiajiang38.63%；guishuyushangshigongsigudongdejinglirun-4376.42wanyuan，tongbiyingzhuankui；guishuyushangshigongsigudongdekouchufeijingchangxingsunyidejinglirun-5182.99wanyuan。

来源：朗科科技2023年报

2023nian，langkekejideyingyeshourugouchengwei：jisuanjihetongxinheqitadianzishebeizhizaoyezhanbi99.05%，fangwuzulinzhanbi0.95%。

langkekejigonggaolequnianshourujilirunxiahuadezhuyaoyuanyin：2022 nianxiabannianyilaizhongduanxuqiubuzhenyuqiyekucungaowei，yinqicunchushichanggongguoyuqiu，daozhicunchuchanpinjiagefashengxiahua，gongsiyingyeshouruhemaolilvshuipingjunchuxianxiajiang；lingwai，qunianfangwuzulinshouru、zhuanlishouruhehuodedezhengfubuzhudengtongbixiajiang，daozhijinglirunjiaoshangniantongqijianshao。

2010nian，langkekejiyuaguchuangyebanshangshi，chengwei“yidongcunchudiyigu”。2009nianzhi2019nian，zhei10nianjian，jinping“99zhuanli”zheikuaideyewu，jiutangzhuanle2yi，chijinlexingyehongli。

“huawubairihong”。genjuguiding，famingzhuanliquandeqixianweiershinian。2019nian11yue14ri，shigaizhuanliyouxiaoqidezuihouyitian。erqiguanwangqiyerongyuyilanzhongdegonggao，yetingliuzai2019nian10yue。

congcaiwushujulaikan，2019nianhoudejinsannianlai，langkekejijinglirunchuxianxiahua，2020nianzhi2022nian，yingshoufenbiewei14.9yiyuan、19.1yiyuan、17.7yiyuan，tongqijinglirundafenbiewei7065wanyuan、6885wanyuan、6213wanyuan。

guoqushijinianlai，quanqiubandaotineicunhecunchuxingyechuyuyanzhongshuaituishiqi。ju“cfm flashshichang”deshuju，zai2022nian，zhuyaocunchuchanpinnand flashhedramdejiagefenbiexiajiangle41%he35%。

zhuyedimi，fuyelaicou。20niandezhuanliqixiandaoqihou，langkekejimiaozhunlefangdichanxingye。jiangyidongqixiadefangchanzujiejiletengxunbangong，chengweitengxundedafangdong。

zaozai2021nian4yue29ri，langkekejibianyutengxungongsiqiandinglezulinhetong，jianglangkedashadi 2-15ceng、di17cengbufenchangdixuzujitengxungongsi。zulinqixianzi2021nian5yue15riqizhi 2026nian5yue14rizhi（baokuoshouweiliangri），gong60geyue。buguo，gai《zulinhetong》yu2023 nian3yue14rijiechu。

zuoweizaoqifazhanqilaideitdalao，langkekejijinjiniandecaiwubaobiaozhong，fangwuzulinduimaolirundegongxianquezhunianshenggao。2020nian-2022nian，maoligouchengzhong，fangwuzulinfenzhanbifenbiewei42.9%、73.72%he84.24%。

来源：朗科科技2022年报

quniannianchu，langkekejicengfabugonggaocheng，tengxungongsiyinshoujingjixiaxingyalijiaju、xiaofeizengzhangfanghuandengyinsuyingxiang，nitiqiantuizu。qi2023bannianbaoxianshi，baogaoqinei，laiyuanyutengxundezulinshouruyuewei 757.12 wanyuan（hanshui），zulinzhongzhiriwei3yue14ri。er2021nian，laizitengxungongsidezujinshouruyou3607wanyuan。

来源：朗科科技2023半年报

jiehe2023niandekuisun，laokehutengxuntuizuqueshijilangkekejidailaidesunshibuxiao。

buguo，langkekejibiaoshi，shouhongguanjingjihezulinshichanghuanjingdengyinsuyingxiang，houxuzulinshixiangshangcunzaibuquedingxing，gongsicunzaifangwuzulinzujinjianshaodefengxian。muqian，gongsiyiyudisanfanghezuofangkaizhangongtongyunying，duilangkedashajinxingzhuangxiushengjigaizao，zhengjijizhaozu，nulitigaozujinshouru。

封测工厂被传停工停产?，公司：生产经营正常开展

zhuyejingyingyejixiahuabeihou，langkekejiqixiagongchangyouchuanchuyisitinggongtingchan，dafucaiyuandexiaoxi。

weijiashenchanyelianshangyoukuozhangyuhezuo，langkekejiyu2022nian12yue16ri、2022nian1yue24ri，chenglileshaoguanlangzheng、shaoguanlangke2jiaheziqiye,fenbiezhuyingfengzhuangceshilingyu、mozuchanpinshengchan。

jucaijingzimeiti“yishicaijing”baodao，youzhiqingrenshitoulu，bujufengzhuangceshilingyudeshaoguanlangzhenghuoxumuqianchuyutingchanzhuangtai，jinqimougongzuorishijian，changfangliruodadechejianhezoulangkongwuyiren，shenzhiliandengguangdoumeiyou。zhuyaoyuanyinzeshixinguanlicengchichiwufaxianjiehouxuhezuo,daozhichanyehezuofangjixuhezuoxinxinbuzu,yizhunbeichezi。

来源：“一视财经”

zai“hudongyi”pingtai，yeyoutouzirenxunwen，langkekejishifouyoutouzijianshecunchuxinpianfengzhuangceshigongchang？xianzaizhengchangshengchanma？3yue18ri，langkekejibiaoshi：“fengcegongchangzhengchangshengchanjingying。”

4yue8ri，langkekejizaicigongkaihuiying，muqiangongsizaishaoguangongyouliangzuogongchang，qizhongshaoguanlangkeweizhuyaochanpinshengchanjidi，gexiangshengchanhuodongzhengchang，nengmanzugongsidingdanxuqiu。shaoguanlangzhengyu2023nian8yuekaiyeyunying，muqianzhengchangkaizhanyewuzhong，shengchanzegenjudingdanqingkuanghelianpai，jinqiyouyujingyuanyuyifengzhuangcunchukelizhangfudaoguadengyinsu，jiyujituanzhengtichengbenxiaoyikaolv，jituanzhijiecaigoulechengbengengdidecunchukeli。shaoguanlangzhenggongchangchengliyunyingshijianjiaoduan，gexiangyewuchuyutuozhanqianqi，yewuliangzhanjituanzongtiyewudebizhongjiaoxiao。

ergongchangbaoanduizhang、cangkuguanliyuandeng3yuefenganglizhideqianyuangongzhibiaoshi，ciqianshaoguanlangzhenggongchangdegongzuorenyuanhenshao。

congdanjidukan，quniandisijiduyingyezongshouru5402.88wanyuan，tongbixiajiang89.01%，zhanquannianzongyingshoudebilibudao5%。eryijiduzhisanjidu，gongsiyingyeshourufenbiewei3.42yiyuan、3.62yiyuan、3.28yiyuan。gongchangtinggongdechuanyan，haiyoudisijiduturandeyingshoudafuxiahua，touzizhenanmianshengchudanyouqingxu。

zhideyitideshi，cengdanrenshaoguanlangkezhulichangzhangdeliaozonghengzaiqunian12yuechu“beidonglizhi”。

juzhongguojingjixinwenwangxiaoxi，liaozonghengjieshao,langkegongchangyu2022nian12yuekaishiqidongbanqian,2023nian4yuekaishishengchan,zai2023nian8yuedanrenzhulichangzhanghou,cunchukelirichannengdadao50kzuoyou,zuigaoshirichannengdadao65k。“2024nianyujichannengkeyitishengdao75-80k,zheiyeshigongchangdeyingkuipinghengxian,yiweizhegongchangkeyizijiyanghuoziji。”

liaozonghengbiaoshi，lizhiyigeduoyuehou,xiritongshigaosuta,gongchangmuqianfeichanghunluan,channengyihuiluozhirijun30duok。“jinnian3yueruguodabudaochannengyuqi,shangbannianhuo3jidujiuweichibuxiaqule。”

lingyifangmian，langkekejizaichunjieqianxihaiduiwaijunxuancheng：“shengchanchejianrehuochaotian，cunchuchanpinshengchanxiangaosuyunzhuan，yuangongfengongmingxi、xietongyouxudijinxingbiaozhunhuazuoye，mangliueryouxu。”

gongsiyuqianyuangongduiwaishuofayouchuruzhiji，3yue22ri，shaoguanlangkexiangliaozonghengfaqu《zhengxunhan》，zhizeqijieshoumeiticaifangqinhailegongsishangyejimi，yaoqiuqichengnuobuzaiqinhairenhebaomixinxi。

来源：“一视财经”

liaozonghengbenrenzehuiying：“genju《shangshigongsixinxipiluguanlibanfa》disitiaoguiding：shangshigongsidedongshi、jianshi、gaojiguanlirenyuanyingdangzhongshi、qinmiandilvxingzhize，baozhengpiluxinxidezhenshi、zhunque、wanzheng，xinxipilujishi、gongping。benrenjieshoumeitidecaifang，zuochukeguan、zhenshichenshu，jishiwodehefaquanli，yeshiyiwu。benrenbaoliujixuxiangmeitirushifanyingqingkuangdequanli，bingduineirongzhenshixingfuze。”

duici，beijingweinuolvshishiwusuohehuorenyangzhaoquanrenwei，shangshu《xunzhenghan》juyoufalvxiaoli。baomishiyuangongdefadingyiwu。buxuyaohetongteshuyueding，yebuyizhifufeiyongweitiaojian。

liaozonghengchengzijifuzegongchangliuchengtixijiansheheitjianshe，qunian12yuebeigongsiyi“liuchengguanliwenti、guanlijiufen”weiyoucitui。qunianyanfatuanduizouleyoujishiren，gongchanglizhidegengduo，youshengchanjihuayuan、cangkuguanliyuan、kefurenyuandeng。

yeyoutouzizhexunwenlangkekeji，weiheyewucengmianchuxianmingxianduanceng，guganyuangongliushirucizhikuai？gongsijieshi，muqianyewuheshengchanjingyingjunzhengchangkaizhanzhong，gongsirenyuanbiandonglvchuyuhelishuiping。

来源：朗科科技2023年报

lingyifangmian，nianbaoxianshi，langkekejideyanfafeiyongcong2022nian4533wanyuanjiangzhi2023niande1786wanyuan，jiangfu60.59%。tongshi，yanfarenyuanshuliangcong2022nian145renjiangzhi2023niande90ren，jiangfu37.93%。

duici，gongsibiaoshi，zhuyaoshikandiaobufenchengdanyanfazhinengdanduiyanfagongxiandujiaoxiaodefeiquanzhiyanfagangweirenyuanduiyingdeyanfagongshihefeiyong。

shishishang，cong2023niandisijidukaishi，cunchuxinpianxianhuoxingqingyiquanmianqiwenhuisheng。buguo，yanfarenyuanshuliangdafuxiajiang，zaiduiyingdisijiduyejishise，langkekejideshengchanjingyingqingkuangqueshixiandebutaileguan。

“移动存储第一股”能否重振旗鼓？

shishishang，2022nian4yueshaoguanchengtouruzhuzhiqian，langkekeji7nian“wuzhu”zhuangtai，jingyingyeshoudaoleyidingyingxiang。

huisulangkekejidefazhanlishi，guquanjinglidabiandong、neibumaodundefashengbingbushitouyihui。

dengguoshunshihunanchangderen，1985niankaoshangzhongshandaxuejisuanjizhuanye。houlaijixushenzao，congzhongkeyuanbiyehou，shunlijinlelianxiang，90niandaichuqiliuxuexinjiapo，xianhouzai3jiaruanjiangongsirenzhi，cengjinrushijiemingqifeilipuyataidiquzongbu。zaixinjiapoliuxueqijian，dengguoshunrenshilehunanlaoxiangchengxiaohua。

1999nian， 32suidedengguoshunhuiguohou，hechengxiaohuayanfachuletidaichuantongruanpandegemingxingchanpin“upan”，yejiaozuo“shanpan”，bingchenglilangkekeji，haizaiguoneishenqingle“yongyushujuchulixitongdekuaishandianzishiwaicunchufangfajiqizhuangzhi”dezhuanli(xiacheng“99zhuanli”)。

shouwozhuanli，langkekejizaixingyeneijinxianbaqi。2002nian，langkekejixianghuaqizixunfadongqisu，chenghouzhede“aiguozhe”paiupangouchengzhuanliqinquan，cianbeichengwei“zhongguoitzhishichanquandiyian”。houlaiyoubaduojiaupanshengchanqiyegaoshangfating，birusuoni、jinshidun、pnydeng。dengguoshunhaibeiityejieyuwei“upanzhifu”。

chuangshirendengguoshun、chengxiaohuazailangkekeji2010nianshangshichuqishigongtongshikongren，qiezaozailangkeshangshidehouyinian，dengguoshunjiuciqudongshizhangzhiwu，tuijumuhou。yinjingyinglinianyoufenqi，2015nian8yue，langkekejibeirendingweiwukonggugudong、shijikongzhiren。

zheijiniandengguoshunbuduandizaierjishichangpaoshoulangkekejigupiao，chigubiliyou2018nian21%jiangzhirujinbudao10%。

2018nian，shanghaiyilichengweilangkekejichigu24.93%dediyidagudong。zhoufuchizuoweishanghaiyilikonggugudongdefadingdaibiaoren，tongguoshanghaiyilijianjiechiyoulangkekeji11.97%gufen。

2021nian9yue，zhoufuchidanrenlangkekejidedongshizhang。tongyue，shanghaiyilijiangdizhiqianzhiguangdongshengshaoguanshiwujiangqu，binggengmingwei “guangdongshaolongkejifazhanyouxiangongsi”（jiancheng“shaolongkeji”）。

yinzhaiwuweiji，2022nian4yue，shaolongkejisuochiyoudelangkekejigufenbeisifapaimai，zuizhongyoushaoguanchengtouchenggongjingde。cihou，shaoguanchengtouluxuxianglangkekejipaiqianleduoweidongshi，2022nian11yue，shaoguanchengtouzhengshichengweilangkekejidekonggugudong，shaoguanguozichengweishijikongzhiren。

jiezhi2023niandi，langkekejiqianshidagudongzhong，diyidagudongshishaoguanchengtou，chigubili24.89%；qicishichuangshirendengguoshun，chigu9.16%；zhupingbopaidisan，chigu4.43%；qiandongshizhangzhoufuchizepaizaidiliu，chigu1.36%。qizhong，zhupingbozai2023nianzhongbaoshijinruqianshidaliutonggudongmingdanzhong，sanjibaojixujiacang423wangu，zuixingonggaozhong，zongjichiyou730wangu。

4geyueqian，zhupingbodanhedongshizhangdeyianzaigudongdahuishangbeishenyitongguo。“bigongmen”fengboguohou，dangxia，henduotouzizhegengguanxindeshi，xindangjiashaoguanchengtouhouxujiangjilangkekejilaidainaxiegaibian，nengfoudailinggongsixianghaofazhan？

shaoguanshiguoziweipaidexinrendongshizhanglvzhirongzaidanrenlangkekejidongshizhangyizhizhiqian，bingmeiyouzaizhizaoyeqiyecongyedejingli，eryanxia，tachengweiyiminggaoxinjishuqiyede“zhangmenren”，shifouhuiyouyidingdeyali？

2022nianbaoxianshi,langkekejiyimingquedefazhanfazhanfangxiangbaokuo:cheguijicunchu、qiyejissd，tongshipiluleyuguoneihexinxinxijichusheshilingjunqiyezhongkeshuguangqianshuzhanlvehezuoxieyideqingkuang。

2023nian，langkekejiyoujiangyewuchujiaoyanshenzhishaoguanshisuanlichanyezhong，weilaihaijiangyishujuchucunzhuyeweigenji，wenbuxiangsuanlichanyelianshangzhongxiayouyanshen，chuangzaozengzhangdeerciquxian。qunian，langkekejiyushanxisuanxinkejiyouxiangongsiqianshule《zhanlvehezuokuangjiaxieyi》，shenducanyushaoguanguojiajizhisuanzhongxinjianshe，dachenghezuoyixiang。

yinglaixinrendongshizhang，yejichengyazhixia，xiride“yidongcunchudiyigu”hainengfouzhongzhenqigu？nixianzaihaiyongupanma？liuyanliaoliaoba！