Core Viewpoint - The company plans to sell up to 1.1 million shares of Yangtze Optical Fibre and Cable Joint Stock Limited Company, representing 0.15% of its total share capital, through a centralized bidding process on the stock exchange [1] Summary by Sections - **Shareholding Information** - As of the announcement date, the company holds 120 million shares of Yangtze Optical Fibre, accounting for 15.82% of the total share capital [1] - **Sale Details** - The proposed sale of shares has been approved by the company's 10th Board of Directors at its 9th meeting and does not require approval from the shareholders' meeting [1]

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5%以上 股東減持股份計劃公告》，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，二零二五年九月四日 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 先生及梅勇先生 ...

长飞光纤(601869)今日下跌5.56%，全天换手率7.76%，成交额27.08亿元，振幅18.36%。龙虎榜数据显 示，机构净卖出8522.18万元，沪股通净卖出9361.61万元，营业部席位合计净买入6211.31万元。 资金流向方面，今日该股主力资金净流出235.72万元，其中，特大单净流出1049.80万元，大单资金净流 入814.09万元。近5日主力资金净流入6057.96万元。 融资融券数据显示，该股最新（9月3日）两融余额为8.07亿元，其中，融资余额为8.02亿元，融券余额 为515.40万元。近5日融资余额合计增加1.59亿元，增幅为24.68%。融券余额合计增加74.25万元，增幅 16.83%。 8月30日公司发布的半年报数据显示，上半年公司共实现营业收入63.84亿元，同比增长19.38%，实现净 利润2.96亿元，同比下降21.71%。（数据宝） 长飞光纤9月4日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 沪股通专用 | 11272.98 | | | 买二 | 中信证 ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-039 长飞光纤光缆股份有限公司 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 | 股东名称 | 武汉长江通信产业集团股份有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 □否 | | | 直接持股 5%以上股东 | √是 | | | | 董事、监事和高级管理人员 | □是 | √否 | | 持股数量 | 119,937,010股 A 股 | | | | 持股比例 | 15.82% | | | | 当前持股股份来源 | IPO 前取得：119,937,010股 | | | 一、减持主体的基本情况 1 重要内容提示： 股东持股的基本情况 截至本公告披露日，武汉长江通信产业集团股份有限公司（以下简称"长江 通信"）持有长飞光纤光缆股份有限公司（以下简称"公司"）119,937,010 股 A 股股份，占公司总股本的 15.82%。上 ...

长飞光纤公告，持股15.82%的股东武汉长江通信产业集团股份有限公司计划于2025年9月26日至2025年 12月26日，采取集中竞价方式减持公司IPO前取得的A股不超过110万股，占公司总股本0.15%。 ...

Core Insights - The Hong Kong stock market saw a net inflow of 706 million HKD from Northbound trading on September 4, with a net buy of 1.386 billion HKD from the Shanghai Stock Connect and a net sell of 680 million HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - The top net bought stocks included UBTECH (09880), Xiaomi Group-W (01810), and Alibaba-W (09988) [1] - The most sold stocks were SMIC (00981), Hua Hong Semiconductor (01347), and Tencent Holdings (00700) [1] Group 2: Detailed Stock Transactions - Alibaba-W had a net buy of 4.042 billion HKD and a sell of 3.633 billion HKD, resulting in a net inflow of 409 million HKD [2] - UBTECH received a net buy of 1.437 billion HKD and a sell of 860 million HKD, leading to a net inflow of 577 million HKD [2] - Xiaomi Group-W had a net buy of 1.057 billion HKD and a sell of 911 million HKD, resulting in a net inflow of 146 million HKD [2] Group 3: Company Announcements - UBTECH announced a procurement contract worth 250 million RMB for humanoid robots, expected to start delivery within the year [6] - Xiaomi reported over 30,000 vehicle deliveries in August and plans to open 32 new stores in September to meet demand [6] - Alibaba's cloud business revenue reached 33.398 billion RMB, with significant increases in capital expenditure and cloud revenue exceeding expectations [7] Group 4: Market Sentiment - SMIC and Hua Hong Semiconductor faced significant net sells of 11.58 billion HKD and 6.88 billion HKD, respectively, amid a positive outlook for the semiconductor industry driven by AI and domestic substitution [9] - Meituan-W and Changfei Optical Cable received net buys of 5.27 billion HKD and 1.06 billion HKD, while Tencent faced a net sell of 3.37 billion HKD [10]

Core Viewpoint - Changfei Fiber's net profit attributable to shareholders for the first half of 2025 was 296 million yuan, a year-on-year decrease of 21.71%, indicating short-term pressure on performance while focusing on the application of new optical fiber products [1] Group 1: Financial Performance - The company reported a net profit of 296 million yuan for H1 2025, down 21.71% year-on-year [1] - Expected net profits for 2025, 2026, and 2027 are projected to be 982 million yuan, 1.038 billion yuan, and 1.106 billion yuan respectively, with corresponding PE ratios of 70x, 66x, and 62x [1] Group 2: Market Demand and Opportunities - The telecommunications market demand is slowing, prompting the company to enhance the quality and efficiency of its main business [1] - Major North American cloud service providers, including Microsoft, Google, META, and Amazon, are projected to have a total capital expenditure of approximately 95.8 billion USD in Q2 2025, a year-on-year increase of about 64%, indicating an optimistic outlook for overall demand [1] - The ongoing construction of domestic and international data centers is expected to drive steady growth in demand for the company's related products [1] Group 3: Strategic Focus - The company is seizing structural market opportunities by actively expanding the widespread application of new optical fiber products [1] - The evolution of data center demand is anticipated to position the company as a core beneficiary [1]

Core Viewpoint - Changfei Fiber's net profit attributable to shareholders for the first half of 2025 is 296 million yuan, a year-on-year decrease of 21.71%, indicating short-term pressure on performance while focusing on the application of new optical fiber products [1] Group 1: Financial Performance - The net profit for Changfei Fiber in 2025H1 is 296 million yuan, down 21.71% year-on-year [1] - Expected net profits for 2025-2027 are projected to be 982 million yuan, 1.038 billion yuan, and 1.106 billion yuan respectively, with corresponding PE multiples of 70x, 66x, and 62x [1] Group 2: Market Demand and Opportunities - The telecommunications market demand is slowing, prompting the company to enhance the quality and efficiency of its main business [1] - Major North American cloud service providers, including Microsoft, Google, META, and Amazon, are projected to have a total capital expenditure of approximately 95.8 billion USD in Q2 2025, a year-on-year increase of about 64%, indicating an optimistic outlook for annual demand [1] - The ongoing construction of domestic and international data centers is expected to drive steady growth in demand for the company's related products [1] Group 3: Strategic Focus - The company is seizing structural market opportunities and actively expanding the broad application of new optical fiber products [1] - The evolution of data center demand is anticipated to position the company as a core beneficiary [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長飛光纖光纜股份有限公司 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06869 | 說明 | 長飛光纖光纜 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 351,566,794 | RMB | | | 1 RMB | | 351,566,794 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 351,566,794 | RMB | | | 1 RMB | | 351,566,794 | | 2. 股份分類 | ...

港股半导体板块午后持续走低，长飞光纤光缆跌超15%，华虹半导体、晶门半导体跌超6%，中芯国 际、上海复旦跌超5%，ASMPT跌超1%。 ...