Core Viewpoint - CPO (Chip-Package-Optical) technology is emerging as a key direction for high-speed optical modules, leveraging the advantages of "chip and optical engine co-packaging" to become a core area for next-generation optical communication devices [1] Company Highlights - **特发信息 (Tefa Information, 000070.SZ)**: Latest stock price at 14.85 CNY, with a daily increase of +10.00%. The subsidiary has CPO platform design capabilities and high-precision packaging technology applicable for CPO packaging [1] - **联特科技 (Liante Technology, 301205.SZ)**: Latest stock price at 143.60 CNY, with a daily increase of +7.24%. Focused on optical communication transceiver modules, mastering design and manufacturing capabilities from optical chips to optical modules [1] - **长芯博创 (Changxin Bochuang, 300548.SZ)**: Latest stock price at 143.82 CNY, with a daily increase of +7.09%. An integrated circuit electronic device company that has released external light source modules for CPO and is developing photonic technology-related products [1] - **德科立 (Dekeli, 688205.SH)**: Latest stock price at 172.90 CNY, with a daily increase of +4.78%. A light transmission company with R&D plans covering 800G and CPO high-speed miniaturized optical transceiver module technology solutions [1] - **华工科技 (Huagong Technology, 000988.SZ)**: Latest stock price at 83.20 CNY, with a daily increase of +3.53%. A photonics company with vertical integration capabilities, establishing a research institute to focus on CPO and LPO technologies [1] - **光迅科技 (Guangxun Technology, 002281.SZ)**: Latest stock price at 68.55 CNY, with a daily increase of +3.24%. A global supplier of photonic devices that has already laid out CPO technology and completed silicon photonic integration packaging technology development [1] - **新易盛 (Xinyi Sheng, 300502.SZ)**: Latest stock price at 432.26 CNY, with a daily increase of +3.13% [1] - **中天科技 (Zhongtian Technology, 600522.SH)**: Latest stock price at 17.22 CNY, with a daily increase of +2.99%. Advancing CPO co-packaging optical technology and has mastered high-speed optical module packaging capabilities [2] - **炬光科技 (Juguang Technology, 688167.SS)**: Latest stock price at 170.89 CNY, with a daily increase of +2.45%. Acquired SMO technology applicable for efficient collimation and coupling of laser light sources in CPO [2] - **源杰科技 (Yuanjie Technology, 688498.SH)**: Latest stock price at 691.66 CNY, with a daily increase of +2.39%. Has laser product reserves for CPO, with CW high-power laser technology applicable in the CPO field [2] - **光库科技 (Guangku Technology, 300620.SZ)**: Latest stock price at 172.58 CNY, with a daily increase of +2.20%. Launched high-density, high polarization-maintaining fiber array collimators for CPO applications [2] - **仕佳光子 (Shijia Photonics, 688313.SH)**: Latest stock price at 96.10 CNY, with a daily increase of +2.13%. Products like high-power laser chips can be used for CPO packaging [2] - **亨通光电 (Hengtong Optic-Electric, 600487.SH)**: Latest stock price at 20.75 CNY, with a daily increase of +1.72%. One of the earliest companies to layout CPO optoelectronic co-packaging, previously launched a 3.2T CPO working prototype [2] - **聚飞光电 (Jufei Optoelectronics, 300303.SZ)**: Latest stock price at 7.12 CNY, with a daily increase of +1.71%. The company's invested subsidiary has silicon optical chips applicable for CPO [2] - **中际旭创 (Zhongji Xuchuang, 300308.SZ)**: Latest stock price at 616.00 CNY, with a daily increase of +1.65%. A leading optical module company, with CPO as one of its key evolution directions, already has R&D and layout in place [3]

Group 1 - The wind power industry maintains a high level of prosperity, with expectations for wind turbine and component sales to rebound in profitability due to rising bidding prices and increased demand for domestic and overseas installations [1][3][28] - The average bidding price for onshore wind turbines increased by 6.86% year-on-year to 1618 RMB/kW, while the average price including towers rose by 9.78% to 2096 RMB/kW, indicating a recovery in sales profitability for turbine manufacturers [1][41] - Domestic wind turbine shipments are expected to exceed expectations in 2026, with a significant increase in bidding and approval volumes for wind projects, indicating strong future demand [1][30][39] Group 2 - The domestic offshore wind projects are progressing smoothly, with significant growth potential in deep-sea wind energy, supported by favorable policies and planning in regions like Zhejiang, Shanghai, and Guangdong [2][3] - The European offshore wind market is projected to add 8.40 GW of new installations in 2026, highlighting the potential for export opportunities in multiple segments of offshore wind energy [2][3] - The report identifies two main investment themes: (1) the recovery of wind turbine profitability and the potential for increased installation demand, and (2) the synchronized growth of domestic and international offshore wind demand, suggesting investment opportunities in related sectors such as submarine cables and foundation piles [3][28][29] Group 3 - The report emphasizes the importance of focusing on wind turbine manufacturers and components, recommending companies like Goldwind Technology, Mingyang Smart Energy, and Sany Heavy Energy for investment [3][29] - The offshore wind sector is expected to see significant growth, with recommendations for companies involved in submarine cables and foundation piles, such as Dongfang Cable and Zhongtian Technology [3][29] - The overall valuation of the power equipment industry is expected to grow in 2025, with the wind power sector presenting substantial investment opportunities due to favorable market conditions and increasing demand [28][15]

Group 1 - On December 8, a total of 12 companies were investigated by institutions, with 10 of them being surveyed by funds, highlighting a significant interest in Hengtong Optic-Electric, which attracted 12 fund participants [1] - The surveyed companies included 2 from the main board of the Shenzhen Stock Exchange, 6 from the ChiNext board, and 2 from the main board of the Shanghai Stock Exchange, indicating a diverse representation across different market segments [1] - The companies under investigation spanned 7 industries, with the electronics, machinery equipment, and pharmaceutical sectors having the highest representation, each featuring 2 stocks [1] Group 2 - Among the surveyed companies, 2 had a total market capitalization exceeding 50 billion yuan, while 7 had a market capitalization below 10 billion yuan, including companies like Yingli Co., Ltd., Yalian Machinery, and Taili Technology [1] - In terms of market performance, 4 out of the surveyed stocks increased in value over the past 5 days, with the highest gains seen in Boin Special Welding (26.53%), Chaojie Co., Ltd. (17.69%), and Taili Technology (1.68%); conversely, 6 stocks experienced declines, with the largest drops in China Merchants Energy (-13.66%), Zhongsheng Pharmaceutical (-9.67%), and Yingli Co., Ltd. (-2.72%) [1]

来源：江苏金融圈 12月8日，江苏上市公司亨通光电（600487）连续发布多个董事、高管变动事项。 履历显示，孙中林1978年12月出生，现任亨通电力产业集团总裁；田国才1975年9月出生，现任江苏亨 通光纤科技首席技术官；孙建锋1985 年3月出生，任亨通光电审计部经理。 另外在高管团队中，亨通光电原董事会秘书顾怡倩辞去职务，改任公司合规总监；新任董秘由王僚俊接 任，他同时还兼任公司副总经理。 履历显示，顾怡倩是1982年1月出生，此前由较长时间的董秘任职经历，多次荣获"金牌董秘""金牛董 秘""优秀董秘""百佳董秘" "最佳董秘"等称号。 王僚俊则出生于1988年2月，拥有丰富的券商投行任职经验，曾担任过多家公司上市保荐代表人，负责 过多家A股企业首发上市、再融资、并购重组及财务顾问业务。 在来亨通之前，他是国内头部券商中金公司投行部投行部副总经理。此前亨通仅有专职董秘，而王僚俊 则是兼任公司副总经理。 公司董事鲍继聪、尹纪成、李自为因工作调整同步递交辞呈，这距离他们2027年5月30日的任期届满， 还有足足一年半时间。 履历显示，这三位前董事均是亨通体系内部的"老兵"。 其中鲍继聪现任控股股东亨通集团副 ...

Core Viewpoint - The company, Hengtong Optic-Electric, offers a full range of Active Optical Cable (AOC) products from 10G to 400G, as well as high-speed optical module products [1] Group 1 - Hengtong Optic-Electric provides AOC products that cover a spectrum from 10G to 400G [1] - The company specializes in high-speed optical module products [1]

证券日报网讯 12月8日，亨通光电在互动平台回答投资者提问时表示，基于对公司未来发展的信心和对 公司价值的认可，提振投资者信心，切实维护投资者利益，促进公司持续、稳定、健康发展，公司控股 股东亨通集团拟增持公司股份，增持金额拟不低于1.5亿元（含）、不超过3亿元（含）。公司已于2025 年4月10日披露《公司关于控股股东增持公司股份计划的公告》。综合考虑市场波动、窗口期、资金安 排等因素，亨通集团拟自公告披露之日起12个月内实施增持计划。2025年9月22日，亨通集团通过上海 证券交易所交易系统以集中竞价的方式实施了本次增持计划的首次增持，增持公司股份100000股；截至 2025年11月24日，亨通集团已累计增持公司股份7535573股，增持成交金额15005.16万元（不含交易费 用），增持金额已达下限。 （文章来源：证券日报） ...

江苏亨通光电股份有限公司 第九届董事会第十一次会议决议公告 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。 江苏亨通光电股份有限公司（以下简称"公司"或"亨通光电"）第九届董事 会第十一次会议于 2025 年 12 月 8 日以现场结合通讯表决方式召开，会议通知已 于 2025 年 12 月 2 日以电子邮件、专人送达或电话通知等方式发出，会议的通知 及召开符合《公司法》及《公司章程》的要求。本次会议前公司 3 名董事鲍继聪 先生、尹纪成先生、李自为先生已离任，本次会议应出席董事 9 名，实际出席会 议的董事 9 名。会议由董事长崔巍先生主持，会议审议了关于《选举公司第九届 董事会非独立董事》等三项议案，决议如下： 一、审议通过关于《选举公司第九届董事会非独立董事》的议案； 本议案已经公司第九届董事会提名委员会 2025 年第二次会议审议通过。 根据《公司法》和《公司章程》，经公司董事会提名委员会审核，公司董事会 选举孙中林、田国才先生为公司第九届董事会非独立董事，任期自公司股东会审 议通过之日起至第九届董事会届满之日止 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-053 号 江苏亨通光电股份有限公司 关于非独立董事离任暨选举非独立董事 及职工代表董事的公告 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法律责任。 重要内容提示： 注：上述离任董事均仍在控股股东亨通集团有限公司任职。 (二) 离任对公司的影响 江苏亨通光电股份有限公司（以下简称"公司"） 董事会收到非独立董事鲍 继聪先生、尹纪成先生、李自为先生的书面辞职报告。因工作调整，鲍继聪先生 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；尹纪成先生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；李自为先生不再担任公司董事会董事职务。 公司于 2025 年 12 月 8 日召开公司第九届董事会第十一次会议，选举孙中林 先生及田国才先生为公司第九届董事会非独立董事，任期自股东会审议通过之日 起至第九届董事会任期届满之日止。同日，公司召开第五届第八次职工代表大会， 选举孙建锋先生为第九届董事会职工代表董事，任 ...

江苏亨通光电股份有限公司 关于聘任高级管理人员及变更董事会秘书的公告 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法律责任。 重要内容提示： 江苏亨通光电股份有限公司(以下简称"公司"）董事会收到董事会秘书顾怡 倩女士的书面辞职报告。因工作调动,顾怡倩女士不再担任公司董事会秘书职务, 担任公司合规总监兼董事会办公室主任职务；王僚俊先生担任公司副总经理兼董 事会秘书。现将具体情况公告如下: 证券代码：600487 证券简称：亨通光电 公告编号：2025-054 号 王僚俊先生、顾怡倩女士的简历附后。 公司董事会秘书联系方式如下： 联系电话：0512-63430985 | 姓名 | 离任职务 | 离任时间 | 原定任期 到期日 | 离任 原因 | 是否继续在 上市公司及 其控股子公 | 具体职务 （如适 | 是否存在 未履行完 毕的公开 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 司任职 | 用） | 承诺 | | 顾怡倩 | 董事会秘 | 2025 年 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-052 号 江苏亨通光电股份有限公司 第九届董事会第十一次会议决议公告 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。 江苏亨通光电股份有限公司（以下简称"公司"或"亨通光电"）第九届董事 会第十一次会议于 2025 年 12 月 8 日以现场结合通讯表决方式召开，会议通知已 于 2025 年 12 月 2 日以电子邮件、专人送达或电话通知等方式发出，会议的通知 及召开符合《公司法》及《公司章程》的要求。本次会议前公司 3 名董事鲍继聪 先生、尹纪成先生、李自为先生已离任，本次会议应出席董事 9 名，实际出席会 议的董事 9 名。会议由董事长崔巍先生主持，会议审议了关于《选举公司第九届 董事会非独立董事》等三项议案，决议如下： 一、审议通过关于《选举公司第九届董事会非独立董事》的议案； 本议案已经公司第九届董事会提名委员会 2025 年第二次会议审议通过。 根据《公司法》和《公司章程》，经公司董事会提名委员会审核，公司董事会 选举孙中林、田国才先生为公司第九 ...