Core Viewpoint - Jiangsu Hengtong Optic-Electric Co., Ltd. has successfully won the bid for China Mobile's Ningxia company's procurement project for hollow core fiber optic cables for the years 2025 to 2026, marking a significant advancement in the application of hollow core fiber in data center interconnect (DCI) scenarios [1] Group 1 - The project involves a total length of 246 kilometers of hollow core fiber optic lines [1] - This project represents the first domestic practical case of applying hollow core fiber in DCI scenarios [1]

Group 1 - The core viewpoint of the news highlights the active performance of the electric grid equipment sector, driven by significant infrastructure demands stemming from the AI wave, with the only electric grid equipment ETF (159326) showing a slight increase of 0.22% and a trading volume of 1.48 billion yuan [1][3] - The AI infrastructure investments are substantial, with OpenAI planning a $1.4 trillion infrastructure project and Anthropic, supported by Amazon, proposing to invest $50 billion in AI infrastructure in the U.S., particularly focusing on power supply [1] - A report from Western Securities indicates that most industries in the AI supply chain, except for the internet and high-end chips, rely on external imports due to the hollowing out of U.S. industries, which may lead to increased industrial demand for data centers penetrating into China [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The index has a high weight of 64% in ultra-high voltage, the highest in the market, and includes leading companies such as Guodian NARI, TBEA, Siyuan Electric, and Trina Solar among its top ten holdings [2]

本报讯(记者徐瑞雅)11月25日，亨通集团有限公司开展"高级工程师+高级技师"等级"一评双证"评审会， 这在全国范围属于首次，标志着苏州"一评双证"评价模式从4个等级增加为5个。当天，共有7名员工参 加评审。 2017年起，苏州在省内率先开展企业职称自主评审，现有38家企业具备资质，累计评审通过超7000名专 业技术人才。在此过程中，2020年，亨通集团成为全省首家被授予正高级职称评审权的民营企业；2023 年，三一重机成为全省第二家。目前，苏州共有18家民营企业具备高级职称评审权。 去年，苏州在全国率先打破技能人才和专业技术人才"各自为政"的评价体系，推出"一评双证"新模式， 制定4个申报等级，并编制相应资格评审标准，实现两类人才评价工作"双向贯通"，即员工通过一次评 审，可获专业技术职称证书、职业技能等级证书两本证书。 今年11月，省人社厅授权亨通集团开展高级职称"一评双证"评价模式，将"高级工程师+高级技师"纳 入"一评双证"评价试点范畴。现阶段，苏州"一评双证"评价模式共有"助理工程师+高级工""助理工程师 +技师""工程师+技师""工程师+高级技师""高级工程师+高级技师"5个申报等级。目前，企业共 ...

Core Viewpoint - The controlling shareholder of Jiangsu Hengtong Optic-Electric Co., Ltd. plans to increase its stake in the company, demonstrating confidence in the company's future and aiming to boost investor confidence [2][3]. Summary by Sections 1. Disclosure of the Increase Plan - The controlling shareholder, Hengtong Group, intends to increase its stake in the company with an investment amount not less than 150 million yuan and not exceeding 300 million yuan [2]. 2. Progress of the Increase Plan - On September 22, 2025, Hengtong Group executed the first purchase of 100,000 shares, accounting for 0.0041% of the total share capital, with a transaction amount of 2.28 million yuan [3]. - As of November 24, 2025, Hengtong Group has cumulatively acquired 7,535,573 shares, representing 0.31% of the total share capital, with a total transaction amount of 150.05 million yuan, reaching the lower limit of the planned increase [3]. - Hengtong Group now holds 593,765,498 shares, which is 24.07% of the total share capital, while Hengtong Group and its concerted parties hold 689,059,931 shares, accounting for 27.93% [3]. 3. Risks of Implementation - There are potential risks that the increase plan may not be implemented due to changes in the capital market or unforeseen factors [4][6].

（文章来源：证券日报） 证券日报网讯 11月24日晚间，亨通光电发布公告称，2025年9月22日，公司控股股东亨通集团有限公司 （简称"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100，000股，占公司总股本的比例为0.0041%，增持成交金额228万元（不含交易费 用）。截至2025年11月24日，亨通集团累计增持公司股份7，535，573股，占公司总股本的比例为 0.31%，增持成交金额15，005.16万元（不含交易费用），已达增持金额下限。亨通集团持有公司股份 593，765，498股，占公司总股本的24.07%；亨通集团及其一致行动人持有公司股份689，059，931 股，占公司总股本的27.93%。 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-048 号 江苏亨通光电股份有限公司 关于控股股东增持公司股份计划的进展公告 本公司董事会、全体董事及相关股东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。 本次增持计划可能存在因资本市场情况发生变化或目前尚无法预判的因素 导致增持计划无法继续实施的风险。敬请广大投资者谨慎决策，注意防范投资风 险。 重要内容提示： 已披露增持计划情况 基于对江苏亨通光电股份有限公司（以下简称"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有限公司（以下简称"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)，具体内容详见 公司 2025 年 4 月 10 日于上海证券交易所网站（www.sse.com.cn）披露的《公司 关于控股股东增持公司股份计划的公告》（公告编号：2025-008 号）、2025 年 4 月 25 日于上海证券交易所网站（www.sse.com.cn）披露 ...

格隆汇11月24日丨亨通光电(600487.SH)公布，截至2025年11月24日，亨通集团累计增持公司股份 7,535,573股，占公司总股本的比例为0.31%，增持成交金额15,005.16万元（不含交易费用），已达增持 金额下限。 ...

Core Insights - The global quantum communication market is projected to reach $2.67 billion by 2024 and nearly $20 billion by 2030, driven by advancements in quantum information technology [1][2] - Quantum communication, particularly Quantum Key Distribution (QKD), is primarily utilized in the defense and military sectors, accounting for approximately 25.65% of the market in 2023 [2] - The Chinese government has elevated quantum communication to a national strategic priority, with multiple policies introduced to support its development during the 13th and 14th Five-Year Plans [4][5] Market Overview - The quantum information technology sector is expected to experience rapid growth, transitioning from a nascent stage to a more developed market [1] - The industry is characterized by significant investments from both government and private sectors, aiming to secure a competitive edge in quantum technology [1] Policy Support - The Chinese government has implemented a series of policies to bolster quantum communication, including the establishment of a quantum secure communication backbone network [4] - Recent initiatives, such as the "Measurement Support for New Quality Production Power Development Action Plan (2025-2030)," emphasize the strategic importance of quantum communication and aim to overcome technical challenges [8] Application Areas - QKD is the most significant application area for quantum communication, with expectations for its adoption to expand into various industries as technology matures [2]

格隆汇11月24日丨亨通光电(600487.SH)公布，截至2025年11月24日，亨通集团累计增持公司股份 7,535,573股，占公司总股本的比例为0.31%，增持成交金额15,005.16万元（不含交易费用），已达增持 金额下限。 ...

Core Insights - Quantum technology is a strategic emerging field crucial for national information security, experiencing rapid market growth under national strategic guidance, with China's market size projected to grow from 4.523 billion yuan in 2015 to 13.104 billion yuan in 2024, reflecting a compound annual growth rate of 12.55% [1][14] - Significant breakthroughs in quantum technology are anticipated globally in 2024, transitioning from theoretical research to practical applications, with advancements in quantum computing platforms and quantum communication systems [1][14] - The development of quantum technology is expected to drive the next technological revolution, providing new tools and perspectives for exploring the unknown [1][14] Industry Overview - Quantum technology integrates principles of quantum mechanics with information science, computing, and materials science, focusing on information acquisition, processing, and transmission through quantum effects [4][13] - The industry primarily encompasses three core areas: quantum computing, quantum communication, and quantum precision measurement [4][13] Industry Development History - The Chinese government has emphasized the importance of advancing quantum technology, with strategic planning and support increasing since 2020 [6][9] - Notable achievements include the successful development of the "Zu Chongzhi No. 3" quantum computing prototype in March 2025, positioning China among the global leaders in superconducting quantum computing [1][7] - Recent advancements include the establishment of a 300-kilometer quantum direct communication network, validating the feasibility of long-distance secure communication [1][7] Industry Policies - The Chinese government has prioritized quantum technology in its "14th Five-Year Plan," aiming to implement significant national projects in frontier fields like quantum information [9][10] - The upcoming "15th Five-Year Plan" is expected to further promote quantum technology as a new economic growth point, alongside other emerging industries [9][10] Industry Value Chain - The quantum technology industry chain includes upstream components and technology development, midstream core equipment and system development, and downstream applications across various sectors such as cloud computing, finance, and defense [10][11] Market Size and Trends - The global quantum technology market is projected to reach $8.02 billion in 2024, with a year-on-year growth of 10.77%, and is expected to grow to $11.93 billion by 2025 [13] - Quantum computing dominates the market, accounting for 64.92% of the total, with North America leading in technological breakthroughs and industry applications [13][14] Key Companies - Major players in the Chinese quantum technology sector include China Great Wall Technology Group, Keda Technology, State Grid Information Communication, and others, contributing to a diverse competitive landscape [2][16] - China Great Wall Technology has reported significant growth in its computing industry, achieving a revenue of 5.148 billion yuan in the first half of 2025, a year-on-year increase of 9.63% [16] - Wuhan Guangxun Technology focuses on optical electronic devices and has seen a substantial increase in revenue from its data and access business, growing by 149.16% year-on-year in the first half of 2025 [16][17] Future Development Trends - Quantum computing is expected to overcome hardware performance bottlenecks, enhancing stability and developing new quantum bit architectures [17] - Quantum communication aims to establish broader and faster quantum key distribution networks, facilitating the construction of a future quantum internet [18] - Quantum measurement technology is anticipated to achieve significant precision improvements, expanding its applications in various fields [19]