烽火通信今年以来股价涨32.39%，近5个交易日涨2.96%，近20日涨8.84%，近60日涨86.44%。 今年以来烽火通信已经1次登上龙虎榜，最近一次登上龙虎榜为1月14日，当日龙虎榜净买入-2.83亿 元；买入总计13.66亿元 ，占总成交额比8.19%；卖出总计16.50亿元 ，占总成交额比9.89%。 2月13日，烽火通信盘中下跌2.08%，截至10:05，报42.47元/股，成交14.14亿元，换手率2.56%，总市值 576.81亿元。 资金流向方面，主力资金净流出7106.82万元，特大单买入2.34亿元，占比16.53%，卖出2.23亿元，占比 15.79%；大单买入3.18亿元，占比22.49%，卖出4.00亿元，占比28.25%。 分红方面，烽火通信A股上市后累计派现37.91亿元。近三年，累计派现4.94亿元。 机构持仓方面，截止2025年9月30日，烽火通信十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2133.05万股，相比上期增加557.16万股。南方中证500ETF（510500）位居第四大流通股 东，持股1110.20万股，相比上期增加53.96万股。易方达智 ...

证券代码：600498 证券简称：烽火通信 公告编号：2026-004 烽火通信科技股份有限公司 关于部分董事、高级管理人员股份减持计划提前终止 暨减持股份结果的公告 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。 重要内容提示： ● 董事、高级管理人员持股的基本情况：截至本公告披露日，烽火通信科技股份有限公司（以下简 称"公司"）董事长曾军先生等部分董事、高管合计持有公司股份1,393,264股，占公司当前总股本的 0.1026%。 ● 减持计划的实施结果情况：公司于2026年2月11日在上海证券交易所网站披露了《烽火通信科技股份 有限公司部分董事、高级管理人员减持股份计划公告》（公告编号：2026-003）。上述减持主体拟从 2026年3月13日至2026年6月12日期间，通过上海证券交易所证券交易系统以集中竞价交易方式减持公司 股份，合计拟减持不超过348,314股，减持主体减持股数均不超过其本人上年末持股总数的25%，减持 价格将按照减持实施时的市场价格确定。 近日公司收到上述减持主体出具的《关于提前终止减持 ...

Group 1 - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, amounting to a maximum of 406.34 million shares, due to personal funding needs [1] - ST Songfa's subsidiary signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion to 1.8 billion USD [2] - Pairui Co. signed a technical cooperation agreement with a university to develop large-capacity power semiconductor devices and related power electronic modules, effective for three years [3] Group 2 - Shuangliang Energy indirectly participates in commercial aerospace projects, supplying heat exchangers for SpaceX's fuel production system, with orders totaling approximately 1.39 million CNY [4] - Hangya Technology plans to issue convertible bonds to raise up to 600 million CNY for various projects, including an intelligent manufacturing base in Malaysia [5] - Yuhua Development is publicly selling assets with a base price of 251 million CNY for residential properties [6] Group 3 - Penghui Energy plans to invest 2.1 billion CNY in a new battery production project in Zhengyang County, Henan Province, focusing on high-performance battery products [7] - Haige Communication's shareholder Yang Haizhou intends to reduce his stake by up to 0.1624% of the company's total shares [8] - Yaoshi Technology's controlling shareholder pledged 5.13% of shares to repay loans, with a pledge period from February 10, 2026, to February 2, 2027 [9][10] Group 4 - Hanyu Pharmaceutical received FDA approval for its drug Acetate Glatiramer Injection, used for treating relapsing multiple sclerosis [11] - Baiyao Tai's GoliMab Injection received EMA approval for various indications, including rheumatoid arthritis and ulcerative colitis [12] - Jiangxi Tungsten Equipment plans to issue A-shares to raise up to 1.882 billion CNY for acquisitions [13] Group 5 - Hesong New Materials expects to recognize asset impairment provisions between 23.6 million to 28.5 million CNY for 2025 [14] - ST Meichen's subsidiary is involved in two major lawsuits with a total amount of approximately 31.9 million CNY [15] - China Coal Energy reported a 7.3% year-on-year decline in coal sales for January 2026, with total sales of 20.05 million tons [16] Group 6 - Yida Co. plans to adjust its epoxy propylene derivative project, reducing the total investment from 845 million CNY to 642 million CNY [17] - Fosun Pharma's subsidiary received approval for a clinical trial of HLX15-SC for multiple myeloma treatment [18][19] - Yinfeng Communication's board members and executives have terminated their share reduction plan [20] Group 7 - Huazhong High-tech has waived its preferential purchase rights for a fund, extending the investment period from three to four years [21] - Warner Pharmaceuticals plans to participate in a national drug procurement program, with expected sales of 176 million CNY [22] - Changling Hydraulic announced a tender offer to acquire 12% of its shares at a price of 35.82 CNY per share [23] Group 8 - ST Chuan Zhi's stock may face delisting due to financial data falling below regulatory thresholds [24] - Tian Pharmaceutical and its subsidiaries are participating in a national drug procurement program, with expected sales of 323 million CNY [25] - China Metallurgical Group signed new contracts worth 73.65 billion CNY in January 2026 [26] Group 9 - Torus plans to invest 21.2 million CNY in a venture capital fund focused on artificial intelligence [27] - Shangwei Co. received a government subsidy of 1.764 million CNY, representing 10.79% of its net profit for 2024 [28] - Hanghua Co. reported a 21.97% decline in net profit for 2025, with total revenue of 1.249 billion CNY [29] Group 10 - Huaxia Bank reported a 1.72% decline in net profit for 2025, with total revenue of 91.914 billion CNY [30] - Guotou Fengle plans to transfer 51% of its stake in Hubei Fengle Ecological Fertilizer to optimize management [31] - Huaru Technology is co-investing in a fund with a total commitment of 20 million CNY [32] Group 11 - Jindike reported a loss of 173 million CNY for 2025, despite a 40.13% increase in revenue [33] - Zhenong Co. announced a 0.52% increase in shares held by a major shareholder [34] - Maike Audi plans to recognize asset impairment provisions of approximately 52.55 million CNY [35] Group 12 - Fuan Pharmaceutical's subsidiary is expected to be selected for a national drug procurement program, with projected sales of 680 million CNY [36] - Rundu Co. is participating in a national drug procurement program, with some products expected to be selected [37] - Changqing Co. has postponed its large-scale die-casting project to March 2027 due to customer requirements [38] Group 13 - Pan Asia Micro透 received a patent for a graphene-based automotive headlight defogging device [39] - Luan An Huan Neng reported a 17.1% increase in raw coal production for January 2026, totaling 5 million tons [40] - Guangji Pharmaceutical received a drug registration certificate for Mecobalamin Tablets [41] Group 14 - Ruifeng New Materials announced the resignation of its deputy general manager for personal reasons [42] - Zhiguang Electric's subsidiary signed a procurement contract for energy storage equipment worth 210.4 million CNY [43] - Youyan Powder Materials reported a 19.41% increase in net profit for 2025 [44] Group 15 - Jincheng reported a 22.2% increase in net profit for 2025, with total revenue of 253 million CNY [46]

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。 重要内容提示： 董事、高级管理人员持股的基本情况：截至本公告披露日，烽火通信科 技股份有限公司（以下简称"公司"）董事长曾军先生等部分董事、高管合计持 有公司股份 1,393,264 股，占公司当前总股本的 0.1026%。 减持计划的实施结果情况：公司于 2026 年 2 月 11 日在上海证券交易所 网站披露了《烽火通信科技股份有限公司部分董事、高级管理人员减持股份计划 公告》（公告编号：2026-003）。上述减持主体拟从 2026 年 3 月 13 日至 2026 年 6 月 12 日期间，通过上海证券交易所证券交易系统以集中竞价交易方式减持公 司股份，合计拟减持不超过 348,314 股，减持主体减持股数均不超过其本人上年 末持股总数的 25%，减持价格将按照减持实施时的市场价格确定。 近日公司收到上述减持主体出具的《关于提前终止减持计划暨减持股份结果 的告知函》，截至本公告披露日，上述减持主体未实施减持，基于对公司持续稳 定发展的信心以及自身资金需求的变化， ...

公司于2026年2月11日在上海证券交易所网站披露了《烽火通信科技股份有限公司部分董事、高级管理 人员减持股份计划公告》(公告编号：2026-003)。上述减持主体拟从2026年3月13日至2026年6月12日期 间，通过上海证券交易所证券交易系统以集中竞价交易方式减持公司股份，合计拟减持不超过34.83万 股，减持主体减持股数均不超过其本人上年末持股总数的25%，减持价格将按照减持实施时的市场价格 确定。 近日公司收到上述减持主体出具的《关于提前终止减持计划暨减持股份结果的告知函》，截至本公告披 露日，上述减持主体未实施减持，基于对公司持续稳定发展的信心以及自身资金需求的变化，决定提前 终止本次减持股份计划。 格隆汇2月12日丨烽火通信(600498.SH)公布，董事、高级管理人员持股的基本情况：截至本公告披露 日，公司董事长曾军先生等部分董事、高管合计持有公司股份139.33万股，占公司当前总股本的 0.1026%。 ...

每经AI快讯，2月12日，烽火通信（600498）(600498.SH)公告称，截至公告披露日，公司董事长曾军等 部分董事、高管合计持有公司股份139.33万股，占公司总股本0.1026%。公司于2026年2月11日披露了 《烽火通信科技股份有限公司部分董事、高级管理人员减持股份计划公告》，上述减持主体拟于2026年 3月13日至2026年6月12日通过集中竞价减持不超过34.83万股，减持主体单人减持股数均不超过其上年 末持股总数的25%。截至公告披露日，上述减持主体未实施减持，基于对公司持续稳定发展的信心以及 自身资金需求的变化，决定提前终止本次减持股份计划。 ...

Core Viewpoint - The report from GF Securities indicates a significant increase in the price of G.652.D single-mode optical fibers in China, with prices exceeding 40 yuan per core kilometer in January 2026, marking a nearly seven-year high, driven by strong demand from both data centers and telecommunications sectors [1] Demand Side - The demand for optical fibers and cables is rapidly increasing due to the growth of data centers and special products, with a notable recovery in telecommunications demand [2] - AI data center demand is driving both volume and price increases for optical fibers and cables, with applications in data center ScaleOut scenarios leading to growth in transmission channels and fiber counts [2] - The ongoing Russia-Ukraine conflict is generating substantial demand for fiber optic drones, with deployment expected by mid-2024, further boosting demand [2][3] Supply Side - The production capacity of optical fiber preforms remains high, but AI and special products are encroaching on traditional G.652.D fiber capacity [4] - The majority of global optical fiber preform capacity is controlled by leading domestic, Japanese, and American manufacturers, and current production levels are at full capacity, making it difficult to alleviate supply constraints in the short term [4] - The introduction of high-value products like G.657.A1 and G.657.A2 fibers is expected to further strain traditional fiber production capacity, as these products share production lines with G.652.D fibers but have higher technical demands [4] Investment Recommendations - The report suggests focusing on the optical fiber and cable sector due to improving supply-demand dynamics and the potential for high-value product development [4] - Companies such as Yangtze Optical Fibre and Cable (601869.SH), Hengtong Optic-Electric (600487.SH), Zhongtian Technology (600522.SH), and FiberHome Technologies (600498.SH) are highlighted as key players to watch in this sector [5]

2月11日，烽火通信跌5.08%，截至发稿，报41.63元/股，成交44.09亿元，换手率8.03%，总市值565.41 亿元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 中加中证500指数增强A（010153）基金经理为钟伟。 截至发稿，钟伟累计任职时间12年100天，现任基金资产总规模10.33亿元，任职期间最佳基金回报 40.45%， 任职期间最差基金回报0.36%。 从基金十大重仓股角度 数据显示，中加基金旗下1只基金重仓烽火通信。中加中证500指数增强A（010153）四季度持有股数 1.85万股，占基金净值比例为1.84%，位居第三大重仓股。根据测算，今日浮亏损失约4.13万元。 中加中证500指数增强A（010153）成立日期2020年9月27日，最新规模1084.11万。今年以来收益 11.4%，同类排名617/5569；近一年收益46.25%，同类排名1048/4295；成立以来收益40. ...

Group 1 - The CPO concept stocks in the A-share market experienced a collective decline, with significant drops observed in several companies [1] - Notable declines include New Yisheng and Zhili Fang, both falling over 5%, while Zhongji Xuchuang, Liantech, and Woge Optoelectronics dropped over 4% [1] - Other companies such as Hengdongguang and Changxin Bochuang saw declines exceeding 3% [1] Group 2 - New Yisheng (300502) reported a decline of 5.32%, with a total market capitalization of 370 billion and a year-to-date decline of 13.62% [2] - Zhili Fang (301312) decreased by 5.09%, with a market cap of 9.316 billion and a year-to-date increase of 53.85% [2] - Zhongji Xuchuang (300308) fell by 4.99%, with a market cap of 58.66 billion and a year-to-date decline of 13.45% [2] - Liantech (301205) saw a decrease of 4.51%, with a market cap of 2.37 billion and a year-to-date increase of 8.52% [2] - Woge Optoelectronics (603773) declined by 4.46%, with a market cap of 7.937 billion and a year-to-date change of -0.14% [2] - Other companies like Weidongguang (920045) and Changxin Bochuang (300548) also reported declines of 3.91% and 3.88% respectively, with market caps of 2.75 billion and 46.3 billion [2]

Group 1 - The CPO concept stocks in the A-share market collectively declined on February 11, with significant drops observed in several key stocks [1] - Notable declines included Xinyiseng and Zhili Fang, both falling over 5%, while Zhongji Xuchuang, Liant Technology, and Woge Optoelectronics dropped over 4% [1] - Other stocks such as Hengdongguang and Changxin Bochuang experienced declines exceeding 3% [1] Group 2 - Xinyiseng (300502) saw a decrease of 5.32%, with a total market capitalization of 370 billion and a year-to-date decline of 13.62% [2] - Zhili Fang (301312) decreased by 5.09%, with a market cap of 9.316 billion and a year-to-date increase of 53.85% [2] - Zhongji Xuchuang (300308) fell by 4.99%, with a market cap of 58.66 billion and a year-to-date decline of 13.45% [2] - Liant Technology (301205) dropped by 4.51%, with a market cap of 2.37 billion and a year-to-date increase of 8.52% [2] - Woge Optoelectronics (603773) decreased by 4.46%, with a market cap of 7.937 billion and a year-to-date change of -0.14% [2] - Other notable declines included Changxin Bochuang (300548) down 3.88% with a market cap of 46.3 billion and a year-to-date increase of 11.75% [2]