格隆汇2月3日丨长江通信(600345.SH)公布，公司股东武汉金控集团及其一致行动人新能实业、武汉长 发因自身经营发展需要，拟自本公告披露之日起15个交易日后的3个月内（根据中国证券监督管理委员 会及上海证券交易所相关规定禁止减持的期间除外），通过集中竞价交易方式分别减持公司股份合计不 超过1,100,000股、1,130,000股、1,057,700股，减持比例分别不超过公司总股本的0.33%、0.34%、 0.32%。武汉金控、新能实业、武汉长发通过集中竞价交易方式减持公司股份合计不超过3,287,700股， 占公司总股本的比例不超过1%。在上述减持计划实施期间，公司若发生派发红利、送红股、转增股 本、增发新股或配股等股本除权、除息事项，上述减持股份数量将相应进行调整。 ...

重要内容提示： 大股东及董监高持股的基本情况 截至本公告披露日，武汉金融控股（集团）有限公司（以下简称"武汉金控 集团"）持有武汉长江通信产业集团股份有限公司（以下简称"公司"）无限售流 通股份 17,546,818 股，占公司总股本的 5.32%；武汉新能实业发展有限公司（以 下简称"新能实业"）持有公司无限售流通股份 3,307,700 股，占公司总股本的 1%；武汉长江经济联合发展股份有限公司（以下简称"武汉长发"）持有公司无 限售流通股份 1,057,700 股，占公司总股本的 0.32%。新能实业、武汉长发为武 汉金控集团的子公司，因股权控制关系构成一致行动人，并合计持有公司无限售 流通股份 21,912,218 股，占公司总股本的 6.65%。上述股份 17,531,218 股、 3,307,700 股、1,057,700 股分别为武汉金控集团、新能实业和武汉长发在公司 首次公开发行前取得的股份，且已于 2009 年 8 月 10 日解除限售上市流通；上述 股份 15,600 股为武汉金控集团通过二级市场集中竞价交易取得。 减持计划的主要内容 证券代码：600345 证券简称：长江通信 公告编号： ...

长江通信公告，武汉金控集团持股1754.68万股5.32%，一致行动人新能实业持股330.77万股1%、武汉长 发持股105.77万股0.32%，合计2191.22万股6.65%。三方拟于2026年3月6日至6月5日通过集中竞价分别 减持不超110万股0.33%、113万股0.34%、105.77万股0.32%，合计不超328.77万股1%。 ...

A股市场 商业航天股逆势上涨，截至半日收盘， 通光线缆涨超14%， 天银机电涨超12%， 西部材料、 中超控股涨超9%， 顶固集创、流金科技涨超8%， 和顺电气涨超7%， 派克新材涨超6%， 江顺科技、 长江通信、 国机精工、东方钼业、 通宇通讯涨超5%。 ...

证券之星消息，1月30日通信设备板块较上一交易日上涨4.29%，太辰光领涨。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300570 | 太辰光 | 125.10 | 12.91% | 48.92万 | | 58.11亿 | | 300394 | 天孚通信 | 248.43 | 10.91% | 72.84万 | | 175.78亿 | | 600345 | 长江通信 | 35.93 | 10.01% | 23.69万 | | 8.16亿 | | 601869 | 长飞光纤 | 149.12 | 10.00% | 22.10万 | | 31.57亿 | | 600487 | 亨通光电 | 35.01 | 9.99% | 176.27万 | | 59.17亿 | | 002491 | 通鼎互联 | 7.85 | 9.94% | 212.26万 | | ...

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

商业航天概念局部回暖，长江通信直线涨停，北摩高科、欧科亿、航天发展、海兰信、广联航空、巨力 索具跟涨。 商业航天概念局部回暖，长江通信直线涨停，北摩高科、欧科亿、航天发展、海兰信、广联航空、巨力 索具跟涨。 ...

Core Viewpoint - Changjiang Communication (SH600345) experienced a trading halt with a price of 35.93 yuan, marking a 10.01% increase and a total market capitalization of 11.843 billion yuan, driven by strategic transformation, governance optimization, and emerging industry layout [1] Group 1: Strategic Transformation and Governance Optimization - The company is optimizing its governance structure by abolishing the supervisory board, establishing employee directors, and revising various management systems to enhance decision-making efficiency, aligning with modern corporate governance trends [1] - A wholly-owned subsidiary is investing 450 million yuan to build a smart equipment R&D and production base, focusing on artificial intelligence and satellite internet, indicating potential long-term growth and attracting market attention [1] Group 2: Market Trends and Capital Flow - The current market shows a strong interest in emerging industry concepts, with promising prospects in fields like artificial intelligence and satellite internet, contributing to a sector-wide momentum that benefits Changjiang Communication [1] - According to Tonghuashun's capital monitoring, there was an increase in net buying by large orders from January 29 to 30, indicating the involvement of major funds [1] Group 3: Technical Indicators - The MACD indicator for the stock formed a golden cross on January 25, suggesting a positive short-term technical outlook that further propelled the stock price to its trading halt [1]

根据喜娜AI异动分析，长江通信涨停原因可能如下，智能设备布局+公司治理优化+北斗应用： 1、公司 全资子公司投资4.5亿元建设智能设备研发生产基地，布局人工智能、卫星互联网等新兴领域，长期成 长性可期。同时公司进行治理结构优化，取消监事会、设立职工董事等改革提升决策效率，符合现代企 业治理趋势，这些举措虽短期难见成效，但长期来看对公司发展有积极影响。 2、长江通信面向智慧城 市建设，聚焦智慧交通领域，以北斗高精度定位、AI图像视频识别、大数据等技术为核心开展业务， 涵盖北斗应用等四大板块。当前市场对北斗应用、人工智能等概念关注度较高，相关题材股票表现活 跃，公司业务契合市场热点，可能吸引资金关注。 3、从资金流向和技术面来看，虽然未获取到当日具 体资金数据，但涨停可能吸引了市场资金流入。技术上若股价突破关键压力位，也会促使更多资金跟风 买入。且市场可能预期公司在新兴领域布局及治理优化后，未来业绩有望改善，推动股价涨停。 2026年1月28日，长江通信（sh600345）触及涨停，涨停价35.27元，涨幅10.01%，总市值116.25亿元， 流通市值74.62亿元，截止发稿，总成交额3.77亿元。 声明：市场 ...

商业航天板块盘初上扬，长江通信涨停，航天智装、戈碧迦涨超10%，经纬恒润、航宇微、西部材料跟 涨。 ...