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烽火通信科技股份有限公司“一种反射器”专利公布
Jing Ji Guan Cha Wang· 2025-08-02 10:23
经济观察网天眼查APP显示,近日,烽火通信(600498)科技股份有限公司申请的"一种反射器"专利公 布。 摘要显示,本申请涉及一种反射器,涉及光纤通信技术领域,反射器包括:连接组件;反射主体组件, 其包括支撑载体,支撑载体收容于连接组件内,且支撑载体上还固定有反射件,反射件上镀设有反射 膜,反射膜被配置为按照预设比例对预设波长的光信号进行反射、透射或截止。本申请能智能快速地进 行链路识别及链路监控。 ...
烽火通信科技股份有限公司“一种光调制器驱动器电路和光发射机”专利公布
Jing Ji Guan Cha Wang· 2025-08-02 06:15
摘要显示,本公开涉及光纤通信和模拟集成电路技术领域,提供了一种光调制器驱动器电路和光发射 机,包括输入阻抗匹配电路,用于隔离直流电信号和实现预设阻值的输入阻抗匹配;可变增益放大电 路,用于对输入阻抗匹配电路的差分输出信号进行线性放大,同时在增益控制电压下调整增益;分布式 放大器输出电路,用于对可变增益放大电路的差分输出信号进行进一步放大,同时提高带负载能力从而 驱动光调制器;偏置和控制电路,用于为输入阻抗匹配电路和分布式放大器输出电路提供偏置电压,及 为可变增益放大电路提供增益控制电压,通过改变增益控制电压的大小来实现增益大小的调整。采用分 布式放大输出电路作为最后一级输出电路能够提升带宽上限。 经济观察网天眼查APP显示,近日,烽火通信(600498)科技股份有限公司申请的"一种光调制器驱动 器电路和光发射机"专利公布。 ...
烽火通信获得发明专利授权:“一种50GPON与FPONU共存的方法、装置及系…
Zheng Quan Zhi Xing· 2025-08-01 21:06
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 证券之星消息,根据天眼查APP数据显示烽火通信(600498)新获得一项发明专利授权,专利名为"一种50GPON与FPONU共存的方法、装置及系统",专利申请号为CN202510612695.7,授权 专利摘要:一种50G PON与FP ONU共存的方法、装置及系统,涉及光接入网多代PON共存技术领域,方法包括:对于FP ONU发送的所有光信号强度,计算因波长重叠而泄漏到50G PON探测器 今年以来烽火通信新获得专利授权143个,较去年同期增加了44.44%。结合公司2024年年报财务数据,2024年公司在研发方面投入了28.81亿元,同比减19.48%。 通过天眼查大数据分析,烽火通信科技股份有限公司共对外投资了39家企业,参与招投标项目5079次;财产线索方面有商标信息220条,专利信息5291条,著作权信息394条;此外企业还拥有 数据来源:天眼查APP ...
2025年8月投资策略:算力基础设施高景气度持续,国内AI有望加速发展
2025-07-29 02:10
Summary of Key Points from Conference Call Records Industry Overview - The global computing power arms race is intensifying, with major tech companies like Google launching large-scale computing projects and planning significant investments over the next five years, indicating a rapid development phase for AI infrastructure [1][3] - CSP cloud vendors are actively investing in 800G/1.6T technology, with expected increases in AI investments from companies like Meta, Microsoft, and Amazon, benefiting optical module manufacturers such as Xuchuang and Xinyi [1][4] Company Performance and Recommendations - **Optical Module and Related Devices**: Companies like Tianfu, Taicheng, Changying Precision, and Shijia Optics are expected to benefit from industry growth, supported by favorable tariff policies and the U.S. AI action plan [1][6] - **Domestic Computing Power**: Active equity funds have increased holdings in Xuchuang and Xinyi, while domestic IDC companies like ZTE have seen reductions in holdings, indicating a potential undervaluation despite lower positions [1][7] - **Switching and Optical Module Companies**: Recommended companies include StarNet Ruijie and Ruijie Networks in the switching sector, and Huagong Technology and Guangxun Technology in optical modules, with expectations of performance improvements as CSP cloud vendors increase investments [1][10] - **Server Sector**: ZTE and FiberHome are highlighted for their significant growth in Q2 2025, with ZTE also focusing on satellite communication and 6G technology, making it a long-term investment opportunity [2][11] Market Trends and Dynamics - The current market demand is strong, particularly in PCB and optical modules, driven by catalysts like Coop, with a robust trend observed [3] - The export data for MPU optical cable jumpers showed significant growth in regions like Guangdong (20%), Henan (60%), and Shanghai/Wuhan (10%), confirming CSP cloud vendors' enthusiasm for AI investments [4][5] - The AI sector is expected to see further developments with the upcoming financial reports and potential releases of AI models like ChatGPT GPT-5, which could stimulate further growth in the industry [14] Future Outlook - The development paths of overseas and domestic computing power may differ due to varying starting points, but both are expected to continue advancing in their respective fields [8][9] - The satellite internet sector is also gaining attention, with private rockets making breakthroughs and significant satellite launches by Starlink, indicating a growing commercial application potential [13] Additional Insights - Companies involved in AI edge applications, such as Guanghe Tong, which has established an AI research institute, are recommended for their proactive approach in the sector [12] - The overall sentiment suggests a continued focus on both domestic and international developments in computing power and AI technologies, with specific companies highlighted for their potential growth [15]
烽火通信董事长曾军提名中信科集团副总 这下要升职了!今年才48岁
Sou Hu Cai Jing· 2025-07-25 06:32
Group 1 - The core point of the article is the significant personnel change at China Information Communication Technology Group, with Zeng Jun, the chairman of Fenghuo Communication, being nominated as the vice general manager candidate [1] - Fenghuo Communication is a listed company under China Information Communication Technology Group, and this personnel change has attracted considerable attention within the industry [1] Group 2 - Zeng Jun, born in October 1977, is currently 48 years old and holds the title of senior engineer with a master's degree [3] - Zeng has a history with Fenghuo Communication, having served in various roles including general manager of the customer service center and vice president before becoming president in 2022 and chairman in the following year [3] Group 3 - Zeng Jun emphasizes the importance of talent and employee income, stating that the company continuously optimizes its talent selection and retention mechanisms [4] - He believes in sharing the benefits of corporate development with employees, noting that it is common for core employees to earn more than company executives [4] Group 4 - Several senior executives at China Information Communication Technology Group have backgrounds from Fenghuo Communication, including the current chairman He Shuping and other key positions [4]
F5G概念下跌0.55%,7股主力资金净流出超5000万元
截至7月24日收盘,F5G概念下跌0.55%,位居概念板块跌幅榜前列,板块内,太辰光、仕佳光子、长芯 博创等跌幅居前,股价上涨的有25只,涨幅居前的有金信诺、创维数字、天邑股份等,分别上涨 1.53%、1.40%、1.30%。 | 300252 | 金信诺 | 1.53 | 4.81 | -1282.51 | | --- | --- | --- | --- | --- | | 603118 | 共进股份 | 0.55 | 3.02 | -1245.36 | | 600498 | 烽火通信 | 0.70 | 1.24 | -1231.06 | | 603890 | 春秋电子 | 0.91 | 2.11 | -1225.78 | | 000070 | 特发信息 | 0.13 | 1.72 | -1122.77 | | 603220 | 中贝通信 | 1.04 | 2.07 | -944.36 | | 603042 | 华脉科技 | 0.64 | 3.50 | -653.45 | | 600487 | 亨通光电 | 0.25 | 1.54 | -567.56 | | 300250 | 初灵信息 | 0.68 | 3 ...
湖北9家企业上榜《财富》中国500强 总营收1470.14亿美元增长11.69%
Chang Jiang Shang Bao· 2025-07-23 23:27
Group 1 - The 2025 Fortune China 500 list ranks State Grid Corporation at the top with a revenue of $548.41 billion, followed by China National Petroleum and China Petroleum & Chemical with revenues of $412.65 billion and $407.49 billion respectively [1][2] - Hubei province has 9 companies on the list, maintaining the same number as in 2024, with a total revenue of $147.01 billion, an increase of $15.38 billion or 11.69% year-on-year [1][3] Group 2 - The 9 companies from Hubei include Dongfeng Motor Group ($51.31 billion, rank 73), Zall Smart ($22.57 billion, rank 160), Hubei Lian Investment Group ($21.10 billion, rank 164), and others, with 5 companies showing improved rankings [2][3] - Hubei Lian Investment is the only new entrant this year, while Tianmao Group dropped off the list. Five companies improved their rankings significantly, with Zall Smart rising 22 places and Wenta Technology rising 46 places [3][4] Group 3 - The revenue threshold for the 2025 list is approximately $3.62 billion, a decrease of about 3% from 2024 [4] - The total revenue of the 500 companies on the list is about $14.2 trillion, a decrease of approximately 2.7% from the previous year, while net profit increased by about 7% to $756.4 billion [3][4] Group 4 - Dongfeng Motor is focusing on new energy and intelligent connected vehicles, aiming for rapid revenue growth and improved profitability [5][6] - YF Communication is expanding into strategic emerging industries like network security and AI, achieving breakthroughs in radiation-resistant fiber optic cables [5][6] - Hubei Lian Investment is enhancing its core competitiveness through innovation in fine chemicals, new materials, and new energy, reporting significant revenue and profit growth in the first half of 2025 [6][7] - Jiuzhoutong is transforming its development strategy to enhance its position as a leading pharmaceutical distributor, emphasizing legal and risk management for sustainable growth [7] - Huaxin Cement is a major supplier for large hydropower projects, having supplied over 2 million tons of cement, showcasing its high-quality products in significant infrastructure projects [7]
烽火通信(600498) - 烽火通信科技股份有限公司向特定对象发行股票证券募集说明书(注册稿)
2025-07-14 08:00
烽火通信科技股份有限公司 募集说明书 股票简称:烽火通信 股票代码:600498.SH 烽火通信科技股份有限公司 Fiberhome Telecommunication Technologies Co., Ltd. (武汉市洪山区邮科院路 88 号) 2024 年度向特定对象发行 A 股股票 募集说明书 (注册稿) 保荐机构(主承销商) (广东省广州市黄埔区中新广州知识城腾飞一街 2 号 618 室) 二〇二五年六月 | 目 | 录 1 | | --- | --- | | 声 | 明 3 | | 重大事项提示 | 4 | | | 一、风险因素 4 | | 释 | 义 7 | | | 一、普通术语 7 | | | 二、专业术语 8 | | 第一章 | 发行人的基本情况 10 | | | 一、公司基本情况介绍 10 | | | 二、所处行业的主要特点及行业竞争情况 12 | | | 三、主要业务模式、产品或服务的主要内容 31 | | | 四、现有业务发展安排及未来发展战略 35 | | | 五、截至最近一期末,不存在金额较大的财务性投资的基本情况 37 | | 第二章 | 本次证券发行概要 42 | | | 一 ...
烽火通信11亿元定增获批 加码新业务培育第二增长曲线
Chang Jiang Shang Bao· 2025-07-09 22:24
Core Viewpoint - The company, Fenghuo Communication, has received approval from the China Securities Regulatory Commission for a private placement of shares to raise 1.1 billion yuan, aimed at enhancing its liquidity and supporting the rapid expansion of its computing and storage business while maintaining steady growth in its optical communication sector [1][2]. Group 1: Fundraising and Business Expansion - The company plans to issue 86.546 million shares at a price of 12.71 yuan per share to its controlling shareholder, China Information Communication Technology Group, with the total fundraising amount not exceeding 1.1 billion yuan [1][2]. - The funds raised will be used entirely to supplement the company's working capital, addressing the financial needs arising from the rapid expansion of its computing and storage business and optical communication main business [2][3]. - The private placement will not alter the company's control structure, with the controlling shareholder remaining Fenghuo Technology, and the actual controller being the State-owned Assets Supervision and Administration Commission [2]. Group 2: Financial Performance - In the first quarter of 2025, the company reported a revenue of 4.049 billion yuan and a net profit attributable to shareholders of 55.2 million yuan, reflecting a year-on-year growth of 33.08% [1][4]. - The company's computing and storage business has achieved a compound annual growth rate of over 50%, driven by significant investments in optical communication and the increasing demand for AI computing servers [3][4]. - The company has maintained a high level of research and development investment, reaching a historical high of 4.102 billion yuan in 2022, with continued focus on cutting-edge areas such as 50G PON and ocean communication [4].
烽火通信:定增申请获证监会同意批复 募资11亿元助力计算与存储业务快速发展
Sou Hu Cai Jing· 2025-07-08 11:03
Group 1 - The core point of the article is that the company has received approval from the China Securities Regulatory Commission for a specific stock issuance, which aims to raise up to 1.1 billion yuan to supplement working capital [1][2] - The company plans to issue 85.4037 million shares at a price of 12.88 yuan per share, with the approval valid for 12 months from the date of registration [1] - The company's stock closed at 21.27 yuan per share on July 8, with a market capitalization of 25.194 billion yuan, reflecting a 4.26% increase [1] Group 2 - The company is focusing on the rapid growth of its computing and storage business, which has a compound annual growth rate of over 50%, driven by increased demand for AI computing servers [2] - The funds raised will effectively address the company's working capital needs during its rapid development phase, aligning with future production and operational scale [2] - The company anticipates that a significant leap in computing networks could lead to a substantial development in its computing and storage business, creating a second growth curve [2]