Group 1 - Changfei Fiber (601869) and its cable (06869) have seen a price increase of over 13%, reaching a new high of 43.02 HKD, with a cumulative increase of 2.5 times this year [1] - Zhongtai Securities (600918) highlights that hollow-core fiber, which uses air as a transmission medium, has lower latency and loss, making it a key product for future AI data center interconnections [1] - The compound annual growth rate (CAGR) for hollow-core fiber is expected to reach 56.52% over the next six years, with Corning projecting a market opportunity of 1 billion USD by the end of 2030 due to rapid expansion in DCI business [1] Group 2 - China Mobile (600941) has officially launched its first hollow-core fiber, which may lead domestic demand trends, with Changfei and Hengtong making technological breakthroughs and cost reductions to promote large-scale applications [1] - The commercial launch of China Mobile's first hollow-core fiber in July 2025 may accelerate the commercialization process, with Changfei Fiber being the sole bidder at an actual bid price of approximately 36,000 RMB per core kilometer [1] - The focus is on Changfei Fiber, which leads in hollow-core technology capacity and has already won bids for related projects [1]

Group 1 - Changfei Fiber Optics (06869) has seen its stock price rise over 13%, reaching a new high of 43.02 HKD, with a cumulative increase of 2.5 times this year [1] - The company reported a trading volume of 839 million HKD at the time of writing, with a current price of 43 HKD, reflecting a 13.64% increase [1] - Zhongtai Securities highlighted that hollow-core fiber, which uses air as a transmission medium, has lower latency and loss, making it a key product for future AI data center interconnections [1] Group 2 - The report indicates that the compound annual growth rate (CAGR) for hollow-core fiber is expected to reach 56.52% over the next six years, as it is still in the early stages of commercialization [1] - Corning anticipates that the rapid expansion of DCI (Data Center Interconnect) business will create a market opportunity worth 1 billion USD by the end of 2030 [1] - China Mobile's first hollow-core fiber has officially entered commercial use, which may lead domestic demand and accelerate the commercialization process [1] Group 3 - Changfei Fiber Optics is the sole bidder for the project, with the actual winning bid approximately 36,000 RMB per core kilometer [1] - The company is noted for its leading production capacity in hollow-core technology and has already secured contracts in related projects [1] - The commercialization process is expected to accelerate with the launch of China Mobile's first hollow-core fiber by July 2025 [1]

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Increased Holdings - 京城机电股份 (00187) saw the largest increase in holdings, up by 2.42%, bringing its total to 49.96% [2]. - 一脉阳光 (02522) experienced a 1.76% increase, resulting in a holding of 35.32% [2]. - 微盟集团 (02013) had a 1.13% increase, with a current holding of 33.76% [2]. - In the last five trading days, 长飞光纤光缆 (06869) had the highest increase at 4.25%, now holding 55.68% [4]. - FORTIOR TECHNOLOGY (SHENZHEN) CO., LTD. (01304) increased by 3.12%, reaching 6.02% [4]. Group 2: Decreased Holdings - 荣昌生物 (09995) experienced the largest decrease in holdings, down by 3.69%, now at 51.39% [2]. - 东阳光药 (06887) saw a reduction of 0.92%, with a holding of 47.90% [2]. - 山东墨龙 (00568) decreased by 0.88%, now at 56.49% [2]. - Over the last five trading days, 东阳光药 (06887) had the most significant drop at 5.14%, bringing its holding to 47.90% [4]. - 凯莱英 (06821) decreased by 4.46%, now holding 46.14% [4].

Core Points - The company announced a cash dividend of 0.268 yuan per share (including tax) for A shares [1][2] - The total cash dividend distribution amounts to 203,118,569 yuan (including tax) based on the total share capital of 757,905,108 shares [2] - The dividend distribution plan was approved at the annual shareholders' meeting held on June 30, 2025 [1] Distribution Plan - The cash dividend of 0.268 yuan per share will be distributed to all A share shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on August 25, 2025 [2] - The dividend will not include stock dividends or capital reserve transfers, with remaining undistributed profits carried forward to the next year [2] - The relevant dates for the dividend distribution are as follows: - Record date: August 25, 2025 - Last trading day: August 26, 2025 - Ex-dividend date: August 26, 2025 [2] Implementation Method - The cash dividends for A share shareholders will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited [2] - H share shareholders will have a separate dividend distribution arrangement, which will be detailed in a future announcement [3] - The company will directly distribute cash dividends to specific shareholders, including China Huaxin Postal and Telecommunications Technology Co., Ltd. and Wuhan Yangtze Communication Industry Group Co., Ltd. [3] Taxation Information - For individual shareholders holding A shares for more than one year, dividend income is temporarily exempt from individual income tax [4] - For QFII shareholders, a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.2412 yuan per share [5][6] - For Hong Kong investors, the company will withhold a 10% tax on dividends until further identification data is provided [5][6]

证券日报网讯 8月18日晚间，长飞光纤发布公告称，2024年年度利润分配方案为A股每股现金红利0.268 元（含税），股权登记日为2025年8月25日，除权（息）日及现金红利发放日均为2025年8月26日。本公 司H股股东的分红派息实施不适用本公告。 （文章来源：证券日报） ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 長飛光纖光纜股份有限公司 Yangtze Optical Fibre and Cable Joint Stock Limited Company* （於中華人民共和國註冊成立之股份有限公司） （股份代號：6869） 海外監管公告 本公告由長飛光纖光纜股份有限公司（「本公司」）根據香港聯合交易所有限公司證 券上市規則第13.10B條作出。 以下為本公司於上海證券交易所網站刊發之《長飛光纖光纜股份有限公司2024年 年度A股權益分派實施公告》，僅供參閱。 承董事會命 長飛光纖光纜股份有限公司 Yangtze Optical Fibre and Cable Joint Stock Limited Company* 董事長 馬杰 中國武漢，二零二五年八月十八日 於本公告日期，董事會包括執行董事莊丹先生；非執行董事馬杰先生、郭韜先 生、弗雷德里克•佩森先生、皮埃爾•法奇尼先生、哈馬萬德•施羅夫先生、熊向峰 先生及 ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-034 长飞光纤光缆股份有限公司 2024年年度A 股权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.268元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/8/25 | － | 2025/8/26 | 2025/8/26 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 30 日的2024年年度股东大会审议通过。 股东大会的决议公告已刊登在《中国证券报》《上海证券报》《证券时报》《证券日 报》以及上海证券交易所网站（www.sse.com.cn）、香港交易及结算所有限公司披 露易网站（www.hkexnews.hk）和公司网站（www.yofc.com）上。 二、 分配方案 截至股权登记日下午上海证券交易所 ...

智通财经APP获悉，截止8月18日收盘，东北电气(00042)、弘业期货(03678)、安德利果汁(02218)分列 AH溢价率前三位，溢价率分别为770.97%、223.53%、216.68%；宁德时代(03750)、恒瑞医药(01276)、 美的集团(00300)分列AH溢价率末三位，溢价率分别为-18.12%、-9.51%、6.30%。其中安德利果汁 (02218)、京城机电股份(00187)、农业银行(01288)的偏离值位居前三，分别为23.14%、14.77%、 12.52%；另外，比亚迪股份(01211)、东北电气(00042)、长飞光纤光缆(06869)的偏离值位居后三，分别 为-134.65%、-73.66%、-48.67%。 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↑ | | --- | --- | --- | --- | --- | | 比亚迪股份(01211) | 113.700 | 108.37 | 14.17% | -134.65% | | 东北电气(00042) | 0.310 | 2.25 | 770.97% | -73.66% | | 长飞光纤光缆 ( ...

消息面上，中泰证券（600918）指出，空芯光纤以空气为传输介质，其具备更低时延和更低损耗两种主 要特性，是未来AI数据中心互联的主要品种。2025年7月中国移动（600941）首条空芯光纤商用或标志 商用化进程有望加快，长飞光纤唯一中标人，实际中标价约3.6万元/芯公里。该行称，重点关注长飞光 纤（空芯技术产能水平领先，并已在相关项目中标）等。中信证券也表示，随着AI驱动数据中心互联 需求的增加，光纤产业加速演进，海外大厂加速布局空芯光纤，看好其技术标准化带动规模化应用不断 落地。 长飞光纤（601869）光缆(06869)涨超9%，年内股价已累涨2.1倍。截至发稿，涨9.02%，报37.48港元， 成交额9.37亿港元。 ...

智通财经APP获悉，长飞光纤光缆(06869)涨超9%，年内股价已累涨2.1倍。截至发稿，涨9.02%，报 37.48港元，成交额9.37亿港元。 消息面上，中泰证券指出，空芯光纤以空气为传输介质，其具备更低时延和更低损耗两种主要特性，是 未来AI数据中心互联的主要品种。2025年7月中国移动首条空芯光纤商用或标志商用化进程有望加快， 长飞光纤唯一中标人，实际中标价约3.6万元/芯公里。该行称，重点关注长飞光纤（空芯技术产能水平 领先，并已在相关项目中标）等。中信证券也表示，随着AI驱动数据中心互联需求的增加，光纤产业 加速演进，海外大厂加速布局空芯光纤，看好其技术标准化带动规模化应用不断落地。 ...