证券代码：600487 证券简称：亨通光电 公告编号：2026-007 号 江苏亨通光电股份有限公司 关于控股股东部分股权解除质押及质押公告 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： 江苏亨通光电股份有限公司（以下简称"公司"）控股股东亨通集团有限公司（以下 简称"亨通集团"）持有公司股份 593,765,498 股，占公司总股本的比例 24.07%；截至本公 告披露日，亨通集团持有公司股份累计质押数量（含本次）320,050,000 股，占其持股数量的 比例为 53.90%，占公司总股本的比例为 12.97%。 一、 公司股份解质情况 公司于 2026 年 1 月 8 日收到亨通集团关于部分股份解除质押的通知，具体情况如下： （一）本次股份解质基本情况 2026 年 1 月 7 日，亨通集团将其质押给招商银行股份有限公司苏州分行的 1,400 万股无 限售流通股办理了质押解除手续，该股份质押解除手续已于 2026 年 1 月 8 日办理完毕。本次 股份解除质押情况具体如下： | 股东名称 | 亨通 ...

亨通光电公告称，2026年1月7日，控股股东亨通集团将质押给招商银行苏州分行的1400万股解质，占其 所持股份2.36%、公司总股本0.57%，解质股份用于后续质押；同日，又将1400万股质押给该行，占比 相同，质押融资用于银行授信增信。截至公告披露日，亨通集团及其一致行动人累计质押371,550,000 股，占其所持股份53.92%、公司总股本15.06%。亨通集团部分质押股份将到期，但具备还款能力，质 押不会影响公司经营与控制权稳定。 ...

Group 1 - The core viewpoint of the news is that Hengtong Optic-Electric has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.01% on January 8, 2025, and a total market capitalization of 602.38 billion yuan [1] - As of January 8, 2025, Hengtong Optic-Electric's stock price has decreased by 1.25% year-to-date, with a 0.16% decline over the past five trading days, but a 19.71% increase over the past 20 days and a 17.23% increase over the past 60 days [1] - The company reported a revenue of 496.21 billion yuan for the period from January to September 2025, representing a year-on-year growth of 17.03%, and a net profit attributable to shareholders of 23.76 billion yuan, which is a 2.64% increase year-on-year [2] Group 2 - Hengtong Optic-Electric's main business segments include smart grids (36.98%), copper conductors (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 has distributed a total of 26.14 billion yuan in dividends since its A-share listing, with 11.21 billion yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders increased by 18.60% to 191,800, while the average circulating shares per person decreased by 15.68% to 12,747 shares [2]

人民财讯1月8日电，企查查APP显示，近日，苏州曦和光子信息有限公司成立，法定代表人为刘振华， 注册资本为1000万元，经营范围包含光电子器件制造；光通信设备制造；海洋工程装备研发；光学仪器 制造等。企查查股权穿透显示，该公司由亨通光电（600487）旗下江苏亨通光纤科技有限公司、华立 (山东)医疗器械有限公司等共同持股。 ...

（来源：中华工商时报） 工会始终将维护职工权益、增进职工福祉作为首要职责。在企业面临行业低谷时，工会积极协商，推动 集团不裁员、不降薪，保障工资按时足额发放；在智能化升级过程中，工会妥善为300余名残疾职工调 整岗位，既稳定就业，也助力其实现价值。通过党建引领，工会深化职代会建设，落实主席述职机制， 推动每年为职工办好"十件实事"。举办全员微创新、质量管理及劳模工匠"揭榜挂帅"等活动，激发职工 参与企业治理的积极性，真正让职工成为企业发展的主人翁。 工会秉持"企业百年、教育先行"理念，牵头创建亨通工匠学院，整合管理学院与党校资源，实施"领 航、远航、护航、启航"人才工程。年均培训超3万人次。依托国家级高技能人才培训基地，推行"一评 双证""一岗多能"机制，累计培养副高以上职称300余人、技师及高级技师400余人、技能工匠600余人， 设立26个劳模工匠技能大师工作室。通过"揭榜挂帅"攻克多项"卡脖子"技术，为全球130多个海洋通信 光网项目贡献中国智慧。 工会全面推行公开、公平、公正的管理机制，职工可通过系统实时查询劳动所得，做到干得明白、挣得 放心。坚持共建共享，将奖金向创新者倾斜、高薪向担当者集中、股权向 ...

Core Insights - The establishment of the Jiangsu Undersea Communication and Sensing Key Laboratory aims to develop the "Undersea Information Superhighway" and explore intelligent observation networks in the deep sea, aligning with national strategies for marine power and information security [1][2]. Group 1: Undersea Communication Technology - Global data traffic is increasing exponentially, with over 95% of data transmitted via undersea cables, leading to a capacity crisis in marine communication [2]. - Spatial Division Multiplexing (SDM) technology is recognized as the future direction for undersea communication, enhancing data transmission capacity by creating multiple channels within a single cable [2]. - The laboratory is advancing three generations of SDM technology, aiming to significantly increase transmission rates and system capacity [3]. Group 2: Intelligent Observation Systems - The laboratory is focused on building a comprehensive sensing system for both shallow and deep seas, which is crucial for marine power development [4]. - The undersea sensing technology integrates communication cables with sensors, allowing for real-time monitoring of ocean conditions [5]. - The laboratory aims to create a collaborative observation system that provides critical data for climate change monitoring and disaster early warning [6]. Group 3: Data Processing and Analysis - The undersea sensing system generates vast amounts of data, comparable to the information in a medium-sized library, which requires effective processing to be useful [7]. - The laboratory employs edge computing to enhance data quality through cleaning, formatting, and preliminary analysis, improving efficiency by 40% [7]. - Collaboration with China Ocean University enables the development of intelligent algorithms for rapid processing of marine data, supporting timely decision-making for environmental monitoring and resource development [7]. Group 4: Future Development Goals - The laboratory plans to establish a high-level academic platform and innovative talent teams over the next three years, aiming to achieve breakthroughs in key technologies and set international standards [8].

Core Viewpoint - The article highlights the advancements in underwater communication technology led by Jiangsu Hengtong Marine Technology Co., Ltd., focusing on the development of all-optical sensing technology to enhance the safety and efficiency of submarine cable networks [1][2][3]. Group 1: Technological Advancements - The research team has achieved safe transmission of optical signals over a distance of 300 kilometers, with pilot applications in various provinces including Anhui, Yunnan, Jiangsu, and Gansu [1]. - The team is working on eliminating the cumbersome optical-to-electrical signal conversion process, which reduces latency and power consumption while decreasing reliance on imported semiconductor chips [2]. - A "cloud-edge collaborative" computing model has been proposed to process massive data collected by underwater sensors, allowing for quick local processing of urgent information while complex analyses are handled by land-based cloud computing centers [3]. Group 2: Collaborative Efforts - The collaboration between industry and academia is emphasized, with Hengtong providing real data and universities contributing algorithm development, leading to superior AI models compared to traditional ones based on public datasets [3]. - A complete innovation chain has been established, involving theoretical research, technological development, product creation, and application, with a research team of nearly 100 members focusing on key materials, core devices, and high-end equipment in the underwater communication and sensing field [3]. Group 3: Future Prospects - The ongoing development of the "sensing-computing-integration" network aims to enhance the understanding of oceanic conditions, contributing to the goal of becoming a maritime power [4].

薪酬与考核委员会：杨钧辉（主任委员、独立董事）、乔久华（独立董事）、蔡绍宽（独立董事）、崔 巍 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600487 证券简称：亨通光电 公告编号：2026-003号 江苏亨通光电股份有限公司 关于增补第九届董事会专门委员会委员的公告 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个别及连带责任。 根据《江苏亨通光电股份有限公司（以下简称"公司"或"亨通光电"）章程》等法律法规及规范性文件的 规定，公司董事会各专门委员会均由5名董事组成。公司原董事鲍纪聪先生因工作调整，不再担任公司 第九届董事会董事、薪酬与考核委员会委员及环境、社会及治理（ESG）委员会委员职务；公司原董事 尹纪成先生因工作调整，不再担任公司第九届董事会董事、环境、社会及治理（ESG）委员会委员职 务。 为完善公司法人治理结构，公司于2025年12月30日召开第九届董事会第十三次会议，审议通过了《关于 增补第九届董事会专门委员会委员的议案》，同意选举董事钱建林先生为公司第九届董事会薪酬与考核 委员会委员；董事陆春良先生 ...

Summary of Key Points Core Viewpoint - The report highlights a significant outflow of main capital from various stocks in the Shanghai and Shenzhen markets, with 576 stocks experiencing net outflows for five consecutive days or more, indicating potential investor concerns and market volatility [1]. Group 1: Stocks with Longest Net Outflow - Dahan Technology has the longest streak of net outflows, with 23 consecutive days [1]. - Dameng Data follows with 19 consecutive days of net outflows [1]. Group 2: Stocks with Highest Total Net Outflow - Yingweike has the largest total net outflow amounting to 3.26 billion yuan over 7 days [1]. - Hengtong Optics ranks second with a total net outflow of 1.472 billion yuan over 8 days [1]. Group 3: Stocks with Highest Net Outflow Percentage - ST Aowei has the highest percentage of net outflow relative to trading volume, with a 19.88% decline over the past 5 days [1]. - Other notable stocks with significant net outflow percentages include Haima Automobile at 9.06% and Antong Holdings at 10.61% [1]. Group 4: Performance of Stocks with Net Outflows - The report indicates that many stocks with significant net outflows have also experienced notable declines in their prices, such as Haima Automobile with a drop of 17.41% and Jiumuwang with a decline of 22.67% [1]. - Conversely, some stocks like Dameng Data have shown a slight increase of 4.79% despite the outflow [3].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report emphasizes the significant "siphon effect" of AI and the accelerated development of satellite internet, recommending a focus on the dual core themes of "AI + Satellite" and four key segments: "Optical + Liquid Cooling + Domestic Computing Power + Satellite" [5][15] - It highlights the expected growth in AI applications, particularly in voice and image recognition technologies, which will drive demand for smart computing modules and CDN services [7][17] - The report notes the increasing importance of satellite internet as a core component of 6G, driven by national policies emphasizing self-sufficiency and technological upgrades [8][18] Summary by Sections 1. Investment Outlook for 2026 - The report suggests actively positioning in multiple sub-sectors, focusing on "AI + Satellite" as the main investment themes for 2026 [5][15] 2. Key Segments for 2026 Segment One: Global AI Resonance - 2026 is projected to be the year of significant deployment for 1.6T optical modules, with advancements in silicon photonics technology expected to become mainstream [6][16] - The report anticipates a substantial increase in the penetration rate of liquid cooling technologies, driven by the release of new computing power chips from major companies [6][16] Segment Two: AI Applications - The development of AI toys and applications is expected to accelerate, leading to increased demand for intelligent computing modules and CDN services [7][17] Segment Three: Satellite Internet Development - The report identifies four key areas of focus within the satellite internet sector: satellite manufacturing, launch, ground equipment, and operations, all of which are expected to benefit from increased demand and government support [8][18] 3. Investment Recommendations - The report recommends specific companies across various segments, including optical network equipment, computing devices, and AI applications, highlighting potential beneficiaries in each category [19][20][26][27] 4. Market Review - The communication index experienced a decline of 1.41% during the week of December 29 to December 31, 2025, ranking fourth among TMT sectors [28] 5. Communication Data Tracking - As of November 2025, China had a total of 4.83 million 5G base stations, with 5G mobile phone users reaching 1.193 billion, marking a year-on-year growth of 19.06% [29][34]