盘后数据显示，7月30日龙虎榜中，共41只个股出现了机构的身影，21只股票呈现机构净买入，20只股 票呈现机构净卖出。当天机构净买入前三的股票分别是长飞光纤、西藏天路、英维克，净买入金额分别 是1.79亿元、1.26亿元、8437万元。当天机构净卖出前三的股票分别是上纬新材、鹏鼎控股、北方长 龙，净流出金额分别是7.83亿元、1.97亿元、1.15亿元。（第一财经） ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-031 长飞光纤光缆股份有限公司 关于股票交易异常波动的公告 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： 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 28 日至 2025 年 7 月 30 日连续三个交易日收盘价格 涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 二、公司关注并核实的相关情况 根据上海证券交易所相关规定，公司对相关问题进行了核实，现说明如下： (一) 生产经营情况 经公司自查，公司目前日常经营情况正常。自 2024 年至今，全球光纤光缆 长飞光纤光缆股份有限公司（以下简称"公司"）股票于2025年7月28日至 2025年7月30日连续三个交易日收盘价格涨幅偏离值累计超过20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动情形； 经公司自查，并向公司第一大股东中国华信邮电科技有限公司发函询证，截 至本公告披露日，不存在应披露而未披露的 ...

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 长飞光纤光缆股份有限公司 简式权益变动报告书 签署日期：2025 年 7 月 29 日 信息披露义务人声明 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 号——权益变动报告 书》及相关法律、法规和规范性文件的有关规定编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露了信息披露义务人在长飞光纤光缆股份有限公司（以下简称 "长飞光纤"）中拥有权益的股份变动情况。截至本报告书签署之日，除本报告 书披露的信息外，信息披露义务人没 ...

Core Viewpoint - The company has observed a rising market interest in optical fiber and cable products related to data centers, particularly in hollow-core fibers, which are still in the early stages of application and have not yet achieved scale sales or stable pricing and profit levels [1] Industry Summary - The demand for optical fiber and cable products related to data centers constitutes a small proportion of the total global demand for optical fibers and cables [1] - Hollow-core fibers are considered a cutting-edge product in the industry, but their commercial use is still in the nascent phase, requiring further maturation of the product and supply chain [1] - The current business related to hollow-core fibers has not yet had a significant impact on the company's financial data, and there is uncertainty regarding future developments in this area [1]

Core Viewpoint - The company has noted a recent increase in market attention towards optical fiber and cable products related to computing data centers, particularly hollow-core fibers [1] Industry Summary - Products related to data centers account for a small proportion of the total global demand for optical fibers and cables [1] - Hollow-core fibers are considered a cutting-edge product in the industry, but their application is still in the early stages [1] - There has not yet been a formation of large-scale sales, stable pricing, or profit levels for hollow-core fibers [1] - The transition from early trials to large-scale commercial use requires further maturity of the product and supply chain [1] - The current related business has not significantly impacted the company's financial data, and future developments remain uncertain [1]

Group 1 - The top three stocks with net institutional purchases on July 30 were Changfei Fiber, Tibet Tianlu, and Yingweik, with net purchases of 1.79 billion yuan, 1.26 billion yuan, and 843.7 million yuan respectively [1][2] - On the same day, a total of 41 stocks appeared on the Dragon and Tiger list, with 21 stocks showing net institutional purchases and 20 stocks showing net institutional sales [1][2] - The top three stocks with net institutional sales were Shangwei New Materials, Pengding Holdings, and Beifang Changlong, with net outflows of 7.83 billion yuan, 1.97 billion yuan, and 1.15 billion yuan respectively [1][4] Group 2 - Changfei Fiber had a price increase of 10.00%, while Tibet Tianlu and Yingweik saw increases of 3.95% and 9.99% respectively [2] - Other notable stocks with significant net institutional purchases included Dongxin Co. with a 17.33% increase and Shanhua Intelligent with a 3.08% increase [2] - Stocks with significant net institutional sales included Xining Special Steel with a 9.95% increase and Zhongtung High-tech with a 10.00% decrease [4]

Group 1 - The core point of the article highlights the transfer of shares of Changfei Optical Fiber (601869) from J.P. Morgan Broking (Hong Kong) Limited to Citibank, with a market value of HKD 963 million, accounting for 13.91% of the total shares [1] Group 2 - For the financial performance in 2024, Changfei Optical Fiber reported total operating revenue of CNY 12.197 billion, a year-on-year decrease of 8.65% [1] - The net profit attributable to shareholders was CNY 676 million, reflecting a significant year-on-year decline of 47.91% [1] - The net cash flow from operating activities was CNY 1.783 billion, showing a year-on-year increase of 17.76% [1] - The basic earnings per share were CNY 0.89, with a weighted average return on equity of 5.83% [1]

Group 1 - The core point of the article highlights the transfer of shares of Changfei Fiber Optics (06869) from J.P. Morgan Broking (Hong Kong) Limited to Citibank, with a market value of HKD 963 million, accounting for 13.91% of the total shares [1] Group 2 - For the financial performance, Changfei Fiber Optics reported a total revenue of CNY 12.197 billion for 2024, representing a year-on-year decrease of 8.65% [1] - The net profit attributable to shareholders was CNY 676 million, showing a significant year-on-year decline of 47.91% [1] - The net cash flow from operating activities was CNY 1.783 billion, which reflects a year-on-year increase of 17.76% [1] - The basic earnings per share were CNY 0.89, and the weighted average return on equity was 5.83% [1]

Group 1 - The article discusses the unconditional approval of several business concentration cases by the antitrust authority, highlighting the regulatory environment for mergers and acquisitions in the industry [2][3] - A total of 10 cases were approved between July 14 and July 20, 2025, indicating active consolidation trends in various sectors [3] - Notable cases include the establishment of a joint venture between Hon Hai Precision Industry Co., Ltd. and SoftBank Group Corp., and the acquisition of Nova Chemicals by Abu Dhabi National Oil Company [3] Group 2 - The approved cases involve a diverse range of companies, including those in technology, energy, and manufacturing sectors, reflecting a broad interest in strategic partnerships and acquisitions [3] - The approval dates for these cases span from July 14 to July 18, 2025, suggesting a concentrated period of regulatory activity [3] - The involvement of major players like China National Petroleum Corporation and Jiangsu Tongguang Electronic Cable Co., Ltd. indicates significant market movements and potential shifts in competitive dynamics [3]

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 7 月 21 日 信息披露义务人声明 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 号——权益变动报告 书》及相关法律、法规和规范性文件的有关规定编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露了信息披露义务人在长飞光纤光缆股份有限公司（以下简称 "长飞光纤"）中拥有权益的股份变动情况。截至本报告书签署之日，除本报告 书披露的信息外，信息披露义务人没 ...