智通财经APP讯，长飞光纤(601869.SH)发布公告，Draka Comteq B.V.于2025年9月19日通过香港联交所 大宗交易方式出售公司3759.53万股H股股份，占公司总股本的5%。本次权益变动后，Draka Comteq B.V.不再持有公司H股股份。 ...

长飞光纤光缆股份有限公司 简式权益变动报告书 上市公司名称：长飞光纤光缆股份有限公司 上市地点：上海证券交易所（A 股）、香港联合交易所有限公司（H 股） 股票简称：长飞光纤（A 股）、长飞光纤光缆（H 股） 股票代码：601869（A 股）、06869（H 股） 信息披露义务人名称：Draka Comteq B.V. 注册地址：Schieweg 9, 2627AN Delft 通讯地址：Schieweg 9, 2627AN Delft 股份变动性质：减少 签署日期：2025 年 9 月 19 日 信息披露义务人声明 [*注：为了保证与信息披露义务人前次权益变动信息披露中有关上市公司总 股本计算口径的一贯性，以及基于审慎性考虑，本报告书中，信息披露义务人本 次权益变动前后的持股比例和本次权益变动比例，均按照上市公司截至本报告书 签署日在香港联交所公告的最近一期《股份发行人的证券变动月报表》中载明的 剔除库存股份数目 6,000,000 股后的总股本 751,905,108 股计算。] 1 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 ...

智通财经APP讯，长飞光纤(601869.SH)发布公告，Draka Comteq B.V.于2025年9月19日通过香港联交所 大宗交易方式出售公司3759.53万股H股股份，占公司总股本的5%。本次权益变动后，Draka Comteq B.V.不再持有公司H股股份。 ...

Core Viewpoint - Draka Comteq B.V. sold 37.595 million H-shares of Changfei Optical Fiber, representing 5.00% of the company's total share capital, through a block trade on the Hong Kong Stock Exchange on September 19, 2025, and no longer holds any H-shares of the company [1] Summary by Category - **Shareholding Change** - Draka Comteq B.V. has completely divested its holdings in Changfei Optical Fiber's H-shares [1] - The transaction involved a total of 37.595 million shares, which is equivalent to 5.00% of the company's total equity [1] - **Market Impact** - The sale was executed through a block trade on the Hong Kong Stock Exchange, indicating a significant transaction that may influence market perception [1] - **A-shares Status** - The equity change does not affect the company's A-shares, which remain unaffected by this transaction [1]

南财智讯9月21日电，长飞光纤公告，公司股东DrakaComteqB.V.于2025年9月19日通过香港联交所大宗 交易方式出售3759.53万股H股，占公司总股本的5.00%，减持后不再持有公司股份。此次权益变动是基 于财务管理和业务发展需求考虑，不涉及股份的质押、冻结或其他限制。截至本报告书签署日，信息披 露义务人暂无在未来12个月内增加或减少其在上市公司中拥有权益的股份的计划。 ...

以下文章来源于More Than Semi ，作者猫叔 More Than Semi . More Than SEMI 半导体行业研究 最近空芯光纤的热度不低，主要是两个催化剂。一个是博通发布的以太网白皮书，提到空芯AOC和 scale up场景的测试。另一个是英伟达的Spectrum-XGS以太网技术，提出了scale across方案，强调多 数据中心互联，核心瓶颈就是带宽和延迟。而空芯光纤正好是大带宽、低延迟的神器，完美契合需 求。 这篇文章，我们来深挖一下空心光纤。 光缆市场 空芯光纤的研发始于2016年英国南安普顿大学，到2019年进入试点。2022年，微软收购Lumenisity公 司，将其技术用于数据安全场景，如医疗中心和密钥防护。国内的长飞光纤光缆公司在这方面走在 了全球前列。2024年6月，长飞与中国电信合作建成620公里的传输线路，还与中国移动在深圳到东 莞建设了800G实验网，验证了空芯光纤在速率、损耗和衰减上的优异性能。目前，国内空芯光纤使 用量约1000芯公里，市场仍在快速扩展。 空芯光纤尤其适合AI数据中心、金融交易专线等对延迟和带宽要求极高的场景。比如，在AI训练的 超算中心，空 ...

Group 1 - Northbound capital recorded a net purchase of 9.838 billion HKD on September 19, with 5.283 billion HKD from the Shanghai Stock Connect and 4.555 billion HKD from the Shenzhen Stock Connect [2] - The most net bought stocks included Shankai Holdings (00412), Alibaba-W (09988), and the Tracker Fund of Hong Kong (02800) [2] - The most net sold stocks were Tencent (00700), Xiaomi Group-W (01810), and Longi Green Energy (06869) [2] Group 2 - Alibaba-W had a net inflow of 4.73 billion HKD, with a buy amount of 37.49 billion HKD and a sell amount of 32.76 billion HKD [3] - Semiconductor stocks, including SMIC (00981) and Huahong Semiconductor (01347), saw net purchases of 3.08 billion HKD and 2.37 billion HKD respectively, driven by optimistic market sentiment [7] - Longi Green Energy (06869) experienced a net outflow of 690.83 million HKD, indicating market concerns regarding its performance [3][8] Group 3 - Shankai Holdings (00412) received a net purchase of 22.4 billion HKD, attributed to its compliance with public shareholding regulations [6] - The report highlighted that Alibaba's new AI chip development has surpassed Nvidia's A800, contributing to its positive market outlook [6] - Longi Green Energy's recent announcement indicated that its products related to data centers, particularly hollow-core fibers, are still in early stages of market adoption [8]

Core Insights - The Hang Seng Index closed flat on September 19, with southbound trading totaling HKD 153.72 billion, comprising HKD 81.78 billion in buying and HKD 71.94 billion in selling, resulting in a net inflow of HKD 9.84 billion [1] Trading Activity - Southbound trading through the Stock Connect (Shenzhen) recorded a total of HKD 55.47 billion, with buying at HKD 30.01 billion and selling at HKD 25.46 billion, leading to a net inflow of HKD 4.55 billion [1] - Southbound trading through the Stock Connect (Shanghai) saw a total of HKD 98.25 billion, with buying at HKD 51.76 billion and selling at HKD 46.48 billion, resulting in a net inflow of HKD 5.28 billion [1] Active Stocks - Alibaba-W was the most actively traded stock with a total transaction amount of HKD 115.81 billion and a net inflow of HKD 17.27 billion [1] - Other notable stocks included SMIC with a transaction amount of HKD 96.75 billion and a net inflow of HKD 9.30 million, and Sany Heavy Industry with a transaction amount of HKD 52.90 billion and a net inflow of HKD 22.40 billion [1][2] Continuous Net Buying - Alibaba-W and Meituan-W were among the stocks with the longest streak of net buying, with Alibaba-W seeing a total net inflow of HKD 57.83 billion over 21 consecutive days, while Meituan-W had a net inflow of HKD 5.75 billion over 5 days [2]

Group 1 - The core point of the article is that Changfei Optical Fiber and Cable (06869) announced a significant fluctuation in its A-share stock price, with a cumulative increase of over 20% from September 16 to September 18, 2025, indicating abnormal trading conditions [1] - On September 19, 2025, the company's A-share stock closed at the daily limit price, reflecting recent volatility in stock prices and urging investors to be cautious and rational in their investment decisions [1] - The company conducted a self-examination and confirmed that there have been no significant changes in its main business, daily operations, or operating environment compared to previous disclosures, and there are no undisclosed major matters [1] Group 2 - The company noted a rising market interest in optical fiber cable products related to data centers, particularly hollow-core fibers, which are still in the early stages of application and have not yet formed stable sales, pricing, or profit levels [1] - Currently, products related to data centers account for a small proportion of the total global demand for optical fiber cables, and the hollow-core fiber business has not yet had a significant impact on the company's financial data [1]

Group 1 - The company's A-share stock experienced a cumulative price deviation of over 20% from September 16 to September 18, 2025, indicating abnormal trading fluctuations [1] - On September 19, 2025, the company's A-share stock closed at the daily limit price, reflecting significant recent price volatility [1] - The company conducted a self-inspection and confirmed that there have been no significant changes in its main business, daily operations, or operating environment compared to previous disclosures [1] Group 2 - The market has shown increased attention to optical fiber and cable products related to data centers, particularly hollow-core fibers, which are still in the early application stage [1] - Currently, products related to data centers account for a small proportion of the total global demand for optical fibers and cables, and hollow-core fibers have not yet achieved scale sales or stable pricing and profit levels [1] - The hollow-core fiber business has not yet had a significant impact on the company's financial data [1]