截至发稿，亨通光电市值为557亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 曾健辉） 每经AI快讯，亨通光电（SH 600487，收盘价：22.6元）12月18日晚间发布公告称，截至本公告日，亨 通集团有限公司累计质押股数约为3.2亿股，占其所持股份比例为53.9%。崔根良累计质押股数为5150万 股，占其所持股份比例为54.04%。 2024年1至12月份，亨通光电的营业收入构成为：制造业占比97.47%，服务业占比1.64%，其他业务占 比0.88%。 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-068 号 特此公告。 江苏亨通光电股份有限公司（以下简称"公司"或"亨通光电"）于 2025 年 12 月 8 日召开了第九届董事会第十一次会议，会议审议通过了《关于聘任副 总经理兼董事会秘书的议案》，同意聘任王僚俊先生为公司副总经理兼董事会秘 书，其董事会秘书职责自取得上海证券交易所颁发的董事会秘书任职资格培训证 明并经上海证券交易所备案无异议后正式履行。具体内容详见公司于上海证券交 易所网站（www.sse.com.cn）披露的《亨通光电关于聘任高级管理人员及变更董 事会秘书的公告》（公告编号：2025-054 号）。 近日，王僚俊先生参加了上海证券交易所举办的董事会秘书任职培训，并取 得董事会秘书任职培训证明，其董事会秘书任职备案已于 2025 年 12 月 18 日经 上海证券交易所审核通过，王僚俊先生正式履行公司董事会秘书职责，公司董事 长不再代行董事会秘书职责。 公司董事会秘书联系方式如下： 联系电话：0512-63430985 电子邮件：htgd@htgd.com.cn 通讯地址：江苏省苏州市吴江区中山北路 2288 号 江苏亨通 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-069 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 2025 年 12 月 18 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 2025 年 12 月 17 日，亨通集团将其质押给中国进出口银行江苏省分行的 1,500 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 2025 年 12 月 18 日办理完毕。本次 股份解除质押情况具体如下： | 股东名称 ...

Core Insights - The 2025 World Brand 500 list was announced, with 50 Chinese brands included, maintaining the country's position as the third globally [1] - Five brands from Suzhou made the list: Hengli (347th), Shenghong (369th), Hengtong (386th), Bosideng (449th), and Tongding (496th), with Tongding being a first-time entrant [1] - The evaluation criteria for the World Brand 500 include market share, brand loyalty, and global leadership, assessing over 8,000 brands [1] Group 1: Suzhou Brands - Hengli has been on the list for eight consecutive years, improving its position by 16 spots from the previous year [1] - Shenghong has also been recognized for five consecutive years, moving up 11 places this year [2] - Hengtong has established 12 overseas industrial bases and over 40 technical service companies, creating a network covering more than 150 countries [2] Group 2: Brand Strategies - Shenghong is integrating artificial intelligence into its core strategy for industrial upgrade and brand building, focusing on smart industry and green branding [2] - Tongding, a leader in information communication and energy infrastructure, is enhancing its global strategy, exporting products to various countries and increasing brand visibility along the Belt and Road Initiative [2] - Hengtong has undertaken over 150 information and energy interconnection projects globally, enhancing the reputation of Chinese manufacturing [2]

Core Viewpoint - The optical fiber concept sector has shown a significant increase, with a rise of 2.99%, ranking 8th among concept sectors, driven by strong performances from several key stocks [1][2]. Group 1: Market Performance - The optical fiber concept sector saw 62 stocks rise, with notable gains from Tongding Interconnection, Guangxun Technology, and Changfei Fiber, which hit the daily limit up [1]. - The top gainers included Juguang Technology, Kaiwang Technology, and Yuanjie Technology, with increases of 17.34%, 15.65%, and 10.67% respectively [1]. - Conversely, the sector also experienced declines, with Tongguang Cable, Qiuguan Cable, and Jiuzhiyang falling by 11.50%, 3.26%, and 1.93% respectively [1]. Group 2: Capital Inflow - The optical fiber concept sector attracted a net inflow of 4.962 billion yuan, with 44 stocks receiving net inflows, and 17 stocks exceeding 100 million yuan in net inflow [2]. - Tianfu Communication led the net inflow with 846 million yuan, followed by Hengtong Optic-Electric, Guangxun Technology, and Changfei Fiber, which received net inflows of 605 million yuan, 564 million yuan, and 526 million yuan respectively [2]. - The top stocks by net inflow ratio included Tongding Interconnection, Changfei Fiber, and Guangxun Technology, with ratios of 32.73%, 22.87%, and 17.22% respectively [3].

Core Viewpoint - The F5G concept sector experienced a rise of 2.71%, ranking 10th among concept sectors, with 31 stocks increasing in value, led by Guangxun Technology, which hit the daily limit, and other notable gainers including Hengtong Optic-Electric and Taicheng Light, which rose by 8.84%, 8.65%, and 6.92% respectively [1] Group 1: Market Performance - The F5G concept sector saw a net inflow of 3.149 billion yuan, with 22 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2] - The top stock for net inflow was Zhongji Xuchuang, with a net inflow of 1.401 billion yuan, followed by Hengtong Optic-Electric, Guangxun Technology, and Huagong Technology with net inflows of 605 million yuan, 564 million yuan, and 485 million yuan respectively [2] - The stocks with the highest net inflow ratios included Guangxun Technology at 17.22%, Hengtong Optic-Electric at 16.24%, and Shanghai Port Group at 13.59% [3] Group 2: Individual Stock Performance - Zhongji Xuchuang had a daily increase of 6.92% with a turnover rate of 2.93% and a net inflow of 1.401 billion yuan [4] - Hengtong Optic-Electric rose by 8.84% with a turnover rate of 7.13% and a net inflow of 605 million yuan [4] - Guangxun Technology increased by 10.01% with a turnover rate of 6.35% and a net inflow of 563 million yuan [4] - Other notable performers included Taicheng Light with an 8.65% increase and a turnover rate of 14.06%, and Huagong Technology with a 6.45% increase and a turnover rate of 6.37% [4]

Group 1 - The liquid cooling server concept has seen a rise of 3.35%, ranking third among concept sectors, with 145 stocks increasing in value [1] - Notable stocks that hit the daily limit include Yidong Electronics with a 20% increase, and others like Feilong Co., Guangxun Technology, and Dayuan Pump Industry also reached their daily limits [1] - The leading gainers in the sector include Rongyi Precision, Huaguang New Material, and Tongfei Co., with increases of 19.13%, 18.34%, and 14.46% respectively [1] Group 2 - The liquid cooling server sector attracted a net inflow of 6.559 billion yuan, with 86 stocks receiving net inflows, and 20 stocks exceeding 100 million yuan in net inflows [2] - The top stock for net inflow is Zhongji Xuchuang, with a net inflow of 1.401 billion yuan, followed by Yingweike, Industrial Fulian, and Hengtong Optoelectronics with net inflows of 899.3 million yuan, 720 million yuan, and 605 million yuan respectively [2] - The highest net inflow ratios were seen in Feilong Co., Jiangnan New Material, and Guangxun Technology, with ratios of 59.50%, 21.72%, and 17.22% respectively [3] Group 3 - The liquid cooling server sector's performance is highlighted by stocks like Zhongji Xuchuang, Yingweike, and Industrial Fulian, which had daily increases of 6.92%, 10.00%, and 4.33% respectively [4] - Other notable performers include Guangxun Technology with a 10.01% increase and Hengtong Optoelectronics with an 8.84% increase [4] - Stocks such as Yidong Electronics and Feilong Co. also showed significant trading activity with high turnover rates [4] Group 4 - The overall market sentiment for the liquid cooling server sector is positive, with a significant number of stocks experiencing substantial gains and attracting considerable capital inflows [2][3] - The sector's growth is supported by technological advancements and increasing demand for efficient cooling solutions in data centers [1][2] - The performance of individual stocks within the sector indicates strong investor interest and potential for future growth [3][4]

Group 1 - The electric power sector increased by 0.18% compared to the previous trading day, with Hengtong Optic-Electric leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up by 1.19%, while the Shenzhen Component Index closed at 13224.51, up by 2.4% [1] - A table detailing the individual stock performance within the electric power sector was provided [1] Group 2 - In terms of capital flow, the electric power sector experienced a net outflow of 181 million yuan from main funds and a net outflow of 264 million yuan from speculative funds, while retail investors contributed a net inflow of 446 million yuan [2] - A table showing the capital flow for individual stocks in the electric power sector was included [2]

Core Viewpoint - The Social Security Fund has significantly increased its holdings in technology stocks, reaching a historical high in market value, reflecting a growing preference for the technology sector [2][5]. Group 1: Market Value and Growth - As of the end of Q3 this year, the Social Security Fund's holdings in technology stocks (TMT sectors: Electronics, Communication, Computer, and Media) exceeded 46.9 billion yuan, marking a historical high for the same period [2][4]. - The market value of technology stock holdings has increased by nearly 61% compared to the end of Q3 last year and has grown more than 18 times compared to the same period in 2011 [5]. Group 2: Sector Distribution - Within the technology sector, the Social Security Fund holds the highest market value in the electronics industry, close to 27.4 billion yuan. The computer sector follows with over 7.7 billion yuan, while the media and communication sectors have market values of 7.3 billion yuan and 4.4 billion yuan, respectively [4]. Group 3: Individual Stock Holdings - Transsion Holdings leads the individual stock holdings with a market value exceeding 4.5 billion yuan. The company is expected to maintain rapid growth due to its ongoing transition to mid-to-high-end mobile products and increasing smartphone penetration in Africa [6]. - Other notable stocks with holdings exceeding 1 billion yuan include Pengding Holdings, Focus Media, Unisoc, and Shenzhen South Circuit [7]. Group 4: New Entrants - In Q3, the Social Security Fund's 113 combination and the Basic Pension Insurance Fund's 802 combination newly acquired 20.9 million shares of Unisoc, with a market value nearing 1.9 billion yuan, benefiting from the growth in the special IC industry and domestic substitution demand [9]. - Additionally, the fund established a new position in Giant Network with 27.8 million shares, valued at over 1.26 billion yuan, supported by the steady operation of its game IP series [10]. Group 5: Long-term Holdings - The Social Security Fund has maintained long-term positions in several technology stocks, including Zhongnan Media, Zhongyuan Media, Phoenix Media, and others, with holdings lasting over 24 quarters. Notably, Transsion Holdings and Yilun Network have market values exceeding 1 billion yuan [13]. - The long-term holdings primarily consist of industry leaders with generous dividends and high dividend-yielding media stocks [14].

Core Insights - The Social Security Fund's investment in technology stocks has reached a historical high, with a market value exceeding 46.9 billion yuan as of the end of Q3, reflecting a significant increase in preference for technology stocks [1][2]. Group 1: Investment Trends - The Social Security Fund's holdings in the electronics sector reached nearly 27.4 billion yuan, making it the highest among technology sectors, followed by the computer sector with over 7.7 billion yuan [2]. - Year-on-year, the market value of technology stocks held by the Social Security Fund has increased by nearly 61% compared to the end of Q3 last year, and it has grown more than 18 times compared to the same period in 2011 [2]. Group 2: Individual Stock Holdings - Transsion Holdings has the largest holding among the Social Security Fund's investments, with a market value exceeding 4.5 billion yuan [3]. - Other notable stocks with holdings exceeding 1 billion yuan include Pengding Holdings, Focus Media, Unisoc, and Shenzhen South Electronics [4]. Group 3: New Investments - The Social Security Fund's 113 combination and the Basic Pension Insurance Fund's 802 combination have newly invested in Unisoc with 20.93 million shares, amounting to nearly 1.9 billion yuan [5]. - Giant Network was also newly added to the portfolio with 27.84 million shares, valued at over 1.258 billion yuan [6]. Group 4: Long-term Holdings - The Social Security Fund has maintained long-term positions in six technology stocks for over 24 quarters, including Zhongnan Media, Zhongyuan Media, Phoenix Media, Yilian Network, Sanhuan Group, and Transsion Holdings, with each having a market value exceeding 1 billion yuan [7]. - Additionally, 11 technology stocks have been held for over three years, with Pengding Holdings having a market value exceeding 3.2 billion yuan [8]. Group 5: Investment Strategy - The long-term holdings of the Social Security Fund primarily consist of industry-leading stocks with generous dividends and high dividend-yielding media stocks [9].