Group 1 - The core viewpoint highlights that Suzhou-listed companies have demonstrated strong R&D capabilities, with a total R&D investment of approximately 15.69 billion yuan in the first half of 2025, significantly higher than the A-share market average of 2.13% [1][3] - Suzhou companies exhibit a "leading head and following tiers" pattern in R&D investment, with 40 companies investing over 100 million yuan, led by Hengtong Optic-Electric with 1.09 billion yuan [3] - Hengtong Optic-Electric has achieved significant innovation results, winning multiple awards for its projects, including the second prize for technological progress from the China Optical Engineering Society [3] Group 2 - Among Suzhou-listed companies, 48 have an R&D intensity exceeding 10% of their revenue, with 30 of these from the Sci-Tech Innovation Board, representing 62.50% [5] - Guoxin Technology leads with an R&D intensity of 89.9%, followed by Yutai Micro and Borui Pharmaceutical at 70.06% and 64.83%, respectively [5] - Over 55% of Suzhou-listed companies reported a year-on-year increase in R&D investment, with several companies like Hasen Co., Borui Pharmaceutical, and Huaya Intelligent showing over 100% growth [5] Group 3 - The outlook for Suzhou A-share listed companies indicates a continued steady growth in R&D investment, driven by national emphasis on technological innovation and local policy support [6] - Companies are expected to adapt to changing market demands through increased R&D efforts to maintain competitiveness [6]

登录新浪财经APP 搜索【信披】查看更多考评等级 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个别及连带责任。 重要内容提示： ● 会议召开方式：网络文字互动形式； ● 会议召开时间：2025年9月12日（星期五）15:00-16:00； ● 会议问题征集：投资者可于2025年9月11日下午17:00前访问网址https://eseb.cn/1rjTecG0fja或扫描下方 小程序码进行会前提问，公司将在业绩说明会上对投资者普遍关注的问题在上市公司信息披露规定允许 的范围内进行回答。 一、说明会类型 江苏亨通光电股份有限公司（以下简称"公司"）已于2025年8月26日披露了《公司2025年半年度报告》 及《公司2025年半年度报告摘要》。根据《上海证券交易所上市公司自律监管指引第1号一一规范运 作》的规定，为便于广大投资者更加全面深入地了解公司发展战略、经营状况及公司治理等情况，公司 将举行2025年半年度业绩说明会，在上市公司信息披露规定允许的范围内就投资者普遍关注的问题进行 回答。 二、说明会召开的时间、地点 1、会议召开时间：2 ...

更何况，全球化打了这么多年仗，早就不是一张纸、一道关税就能喊停的了。中国制造早已不是当年那个只能做低端代工 的"小透明"，从技术到供应链全都自成体系，就像一个全副武装的战士。韩国这一刀砍下去，说不定砍伤的却是自己的竞争 力。 r D - 11: = 3 韩国政府这波操作，表面上看起来像是举起了保护本土企业的大旗，那叫一个气势汹汹，仿佛要给中国光纤企业来个"下马 威"。可实际上呢，这很可能是一招"昏招"，说不定最后捅了自己人一刀。加征43.35%的税，听起来确实挺唬人，但市场可 不是靠关税墙就能守得住的。这就好比一个人想用一堵墙把敌人挡在外面，可敌人早就找到了绕过墙的办法。 那中国光纤凭什么能在韩国市场横扫七成份额呢？可不是因为什么"倾销"的罪名。中国光纤在成本控制和技术成熟度方面， 早就把对手远远甩在了身后，就像一个跑步健将，把其他选手远远地抛在了后面。看看数据就知道，中国光纤在全球市场占 有率超过55%，而韩国本土产能连三成都不到。这就好比一个班级里，一个学生考了55分以上，另一个学生连30分都考不 到，差距一目了然。 韩国政府这么一搞，运营商第一个就不干了。运营商就像一个中间商，一边要面对加税后涨价的中国 ...

（文章来源：证券日报） 证券日报网讯 9月5日晚间，亨通光电发布公告称，公司将于2025年9月12日（星期五）15：00-16：00 举行2025年半年度业绩说明会。 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-035 号 关于召开 2025 年半年度业绩说明会的提示性公告 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个别及连带责任。 重要内容提示： ? 会议召开时间：2025 年 9 月 12 日（星期五）15:00-16:00； ? 会议召开地点："价值在线" (www.ir-online.cn)； 江苏亨通光电股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日披 露了《公司 2025 年半年度报告》及《公司 2025 年半年度报告摘要》。根据《上 海证券交易所上市公司自律监管指引第 1 号——规范运作》的规定，为便于广大 投资者更加全面深入地了解公司发展战略、经营状况及公司治理等情况，公司将 举行 2025 年半年度业绩说明会，在上市公司信息披露规定允许的范围内就投资 者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 三、 参加人员 公司董事长崔巍先生，独立董事杨钧辉先生，总经理张建峰先生，财务总监 吴燕女士，董事会秘书顾怡倩女士。 四、 投资者参 ...

关于召开 2025 年半年度业绩说明会的提示性公告 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个别及连带责任。 重要内容提示： 会议问题征集：投资者可于 2025 年 9 月 11 日下午 17:00 前访问网址 https://eseb.cn/1rjTecG0fja 或扫描下方小程序码进行会前提问，公司将在业绩说 明会上对投资者普遍关注的问题在上市公司信息披露规定允许的范围内进行回 答。 一、 说明会类型 证券代码：600487 证券简称：亨通光电 公告编号：2025-035 号 江苏亨通光电股份有限公司 吴燕女士，董事会秘书顾怡倩女士。 四、 投资者参加方式 江苏亨通光电股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日披 露了《公司 2025 年半年度报告》及《公司 2025 年半年度报告摘要》。根据《上 海证券交易所上市公司自律监管指引第 1 号——规范运作》的规定，为便于广大 投资者更加全面深入地了解公司发展战略、经营状况及公司治理等情况，公司将 举行 2025 年半年度业绩说明会，在上市公司信息披露规定 ...

Core Logic of Active Optical Communication Sector - The demand for optical communication is driven by the growth of digital economy and increasing computing power needs, as traditional communication architectures struggle to meet bandwidth and latency requirements [2] - The Ministry of Industry and Information Technology has been promoting the self-controllability of the electronic information manufacturing industry, supporting technological upgrades and domestic substitution in core communication equipment [2] - Domestic R&D in optical communication continues to advance, with breakthroughs in materials and technologies that enhance performance and competitiveness in the industry [2] Performance and Analysis of Leading Stocks - Zhongji Xuchuang (300308) holds a strong position in the global optical module market with a market share of approximately 25%-30%, and has seen a significant increase in North American orders [3] - Huagong Technology (000988) is one of the early adopters of 800G silicon optical modules in China, with a recent surge in stock price due to positive market expectations following technological advancements [3] - Yangtze Optical Fibre and Cable (601869) leads in the global optical fibre preform market, reporting a 28% year-on-year increase in net profit, benefiting from accelerated domestic substitution [4] - Hengtong Optic-Electric (600487) has a comprehensive layout in optical communication, with a 20.4% year-on-year revenue growth in the first half of 2024, driven by new business opportunities [4] Characteristics of Stocks with Significant Price Movements - Tengjing Technology (688195) saw a 20% increase in stock price, driven by its precision optical components used in cutting-edge fields, with overseas revenue rising to 45% [5] - Qingshan Paper (600103) opened with a limit-up due to increased demand for optical communication materials, establishing supply relationships with leading optical fibre companies [5] - Tiantong Co., Ltd. (600330) experienced a strong price increase, with high yield rates in its sapphire substrates, directly supplying to major optical module companies [6]

Company Overview - Hengtong Optic-Electric Co., Ltd. is located in Suzhou, Jiangsu Province, China, established on June 5, 1993, and listed on August 22, 2003 [1] - The company specializes in high-end technology, product research and development, and system integration services in the fields of communication networks and energy interconnection, as well as global submarine cable communication network construction [1] Financial Performance - For the first half of 2025, Hengtong Optic-Electric achieved operating revenue of 32.049 billion yuan, a year-on-year increase of 20.42% [2] - The net profit attributable to shareholders for the same period was 1.613 billion yuan, reflecting a year-on-year growth of 0.24% [2] - Cumulative cash dividends since the A-share listing amount to 2.614 billion yuan, with 1.121 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 11.80% to 161,700, while the average circulating shares per person increased by 13.38% to 15,118 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 64.5046 million shares, an increase of 10.1831 million shares from the previous period [3] - Southern CSI 500 ETF and GF High-end Manufacturing Stock A also increased their holdings, while Jiao Yin Selected Mixed Fund exited the top ten circulating shareholders list [3] Stock Performance - On September 4, Hengtong Optic-Electric's stock price fell by 2.01% to 20.48 yuan per share, with a trading volume of 814 million yuan and a turnover rate of 1.58% [1] - The company's total market capitalization is 50.519 billion yuan [1] - Year-to-date, the stock price has increased by 20.54%, with a 0.15% decline over the last five trading days, a 27.52% increase over the last 20 days, and a 36.08% increase over the last 60 days [1] Business Segments - The main revenue composition includes: Smart Grid (36.98%), Copper Conductor (25.02%), Industrial and New Energy Intelligence (11.28%), Optical Communication (10.94%), Marine Energy and Communication (9.57%), and Others (5.33%) [1] - The company operates within the communication equipment industry, specifically in communication cables and related products, and is involved in sectors such as optical fiber and cable, 5G, new energy vehicles, the Internet of Things, and new infrastructure [1]

Group 1 - The communication equipment sector rose by 2.61% on September 3, with Zhongji Xuchuang leading the gains [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] - Notable individual stock performances included Zhongji Xuchuang with a closing price of 426.19, up 10.99%, and Shijia Photon with a closing price of 82.42, up 4.73% [1] Group 2 - The communication equipment sector experienced a net outflow of 1.734 billion yuan from institutional funds and 1.172 billion yuan from retail funds, while individual investors saw a net inflow of 2.906 billion yuan [3]

Group 1 - The A-share market saw a rebound in CPO concept stocks, with notable gains in several companies [1] - Changfei Fiber reached the daily limit increase, while Zhongji Xuchuang rose over 9% [1] - Other companies such as Shijia Photon, Guangku Technology, and Tiantong Co. also experienced significant increases, with gains exceeding 6% [1] Group 2 - Detailed stock performance includes: - Changfei Fiber (code: 601869) increased by 10% with a market cap of 69 billion and a year-to-date increase of 205.92% [2] - Zhongji Xuchuang (code: 300308) rose by 9.23% with a market cap of 466 billion and a year-to-date increase of 240.96% [2] - Shijia Photon (code: 688313) increased by 7.75% with a market cap of 39 billion and a year-to-date increase of 418.23% [2] - Guangku Technology (code: 300620) reported a 6.81% increase with a market cap of 26.7 billion and a year-to-date increase of 120.71% [2] - Tiantong Co. (code: 600330) saw a 6.04% increase with a market cap of 13.2 billion and a year-to-date increase of 51.29% [2]