Core Viewpoint - The stock of Fenghuo Communication has shown a significant increase in price and trading activity, indicating positive market sentiment and potential investment opportunities [1][2]. Company Overview - Fenghuo Communication, established on December 25, 1999, and listed on August 23, 2001, is located in Wuhan, Hubei Province. The company specializes in the research, production, and sales of network information security products and mobile information products [1]. - The main revenue composition includes: 78.51% from communication system equipment, 18.02% from optical fiber cables, 1.98% from data network products, and 1.49% from other sources [1]. Stock Performance - As of September 16, the stock price increased by 2.04% to 25.48 CNY per share, with a total market capitalization of 32.386 billion CNY. The stock has risen 32.15% year-to-date [1]. - In the last five trading days, the stock rose by 5.16%, while it decreased by 1.74% over the past 20 days and increased by 24.54% over the last 60 days [1]. Trading Activity - The net inflow of main funds was 8.049 million CNY, with significant buying activity from large orders, indicating strong investor interest [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 259 million CNY on February 19 [1]. Financial Performance - For the first half of 2025, Fenghuo Communication reported a revenue of 11.117 billion CNY, a year-on-year decrease of 19.73%, while the net profit attributable to shareholders increased by 32.02% to 287 million CNY [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 8.49% to 128,200, with an average of 9,102 circulating shares per shareholder, which increased by 9.28% [2]. - The company has distributed a total of 3.791 billion CNY in dividends since its A-share listing, with 494 million CNY distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 15.7589 million shares, an increase of 242,300 shares from the previous period [3].

转债代码：110062 转债简称：烽火转债 证券代码：600498 证券简称：烽火通信 公告编号：2025-046 烽火通信科技股份有限公司 董事会 2025 年 9 月 16 日 附件：李善军先生简历 烽火通信科技股份有限公司 关于变更持续督导保荐代表人的公告 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个别及连带责任。 烽火通信科技股份有限公司（以下简称"公司"）近日收到广发证券股份有 限公司（以下简称"广发证券"）《关于变更公司保荐代表人安排的通知》，广 发证券作为公司 2024 年度向特定对象发行股票项目的持续督导保荐机构，原指 派陆靖先生、金坤明先生作为持续督导保荐代表人，现陆靖先生因工作变动，不 再负责公司持续督导工作。 为保证持续督导工作的有序进行，根据相关规定，广发证券委派李善军先生 （简历附后）接替陆靖先生担任公司持续督导保荐代表人，继续履行持续督导职 责。 本次保荐代表人变更后，公司 2024 年度向特定对象发行股票项目持续督导 工作的保荐代表人为李善军先生和金坤明先生。 公司董事会对陆靖先生在持续督导期间所做出的 ...

Market Overview - The Shanghai Composite Index rose by 1.65% on September 11, with 31 out of 41 sectors experiencing gains, led by the communication and electronics sectors, which increased by 7.39% and 5.96% respectively [1] - The net inflow of capital in the two markets reached 34.518 billion yuan, with 11 sectors seeing net inflows, particularly the electronics sector, which attracted 21.723 billion yuan [1] Communication Sector - The communication sector saw a significant increase of 7.39%, with a total net capital inflow of 7.222 billion yuan, and 113 out of 125 stocks in this sector rose, including 5 stocks that hit the daily limit [2] - The top three stocks in terms of net capital inflow were NewEase (19.82 billion yuan), Zhongji Xuchuang (17.34 billion yuan), and Tianfu Communication (12.14 billion yuan) [2] - The sector also had 6 stocks with net outflows exceeding 50 million yuan, with the largest outflows from Erli San (7.25 billion yuan), China Unicom (7.12 billion yuan), and Sanwei Communication (6.38 billion yuan) [2] Capital Flow in Communication Sector - The top gainers in the communication sector included: - NewEase: +13.42% with a turnover rate of 8.60% and a capital flow of 1982.36 million yuan - Zhongji Xuchuang: +14.28% with a turnover rate of 5.94% and a capital flow of 1738.86 million yuan - Tianfu Communication: +13.54% with a turnover rate of 8.07% and a capital flow of 1214.21 million yuan [2] - The top losers in terms of capital outflow included: - Erli San: +3.96% with a turnover rate of 37.46% and a capital outflow of -7249.65 million yuan - China Unicom: +0.17% with a turnover rate of 3.31% and a capital outflow of -7116.28 million yuan - Sanwei Communication: +2.82% with a turnover rate of 53.05% and a capital outflow of -6379.34 million yuan [3]

Group 1 - The company will hold a half-year performance briefing on September 18, 2025, from 13:00 to 14:45 [2][4] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted via video recording and online interaction [3][4] - Investors can submit questions from September 11 to September 17, 2025, and the company will address common concerns during the briefing [2][4][3] Group 2 - Key personnel attending the briefing include the Chairman, President, Vice President, CFO, and Independent Director [4] - Investors can participate in the briefing online and will receive timely responses to their inquiries [4][6] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [6]

Core Viewpoint - The company Fenghuo Communication (600498) is actively involved in the development of the DF30 chip, having completed the first tape-out verification and plans to mass-produce it next year [1] Group 1 - The company's semiconductor division is deeply engaged in the entire process of the DF30 chip, from design to testing [1] - The first tape-out (trial production) verification has been successfully completed [1] - Mass production of the DF30 chip is scheduled for next year [1]

一、 说明会类型 | 证券代码：600498 | 证券简称：烽火通信 | 公告编号：2025-045 | | --- | --- | --- | | 转债代码：110062 | 转债简称：烽火转债 | | 烽火通信科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 投资者可于 2025 年 09 月 11 日 （星期四） 至 09 月 17 日 （星 期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 info@fiberhome.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 烽火通信科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 日发布公司 2025 年半年度报告，为便于广大投资者更全面深 入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 18 日（星期四）13:00-14:45 举行 2025 年半年度业绩说明 会，就投资者关心的问题 ...

Group 1 - The core focus of the company is on the research, production, and sales of coherent optical modules [1] - The coherent optical modules are primarily applied in long-distance optical transmission scenarios [1]

Core Viewpoint - The company, Fenghuo Communication, is actively involved in the full process of the DF30 chip, from design to testing, and has completed the first tape-out verification, with plans for mass production next year [1]. Group 1 - The binary semiconductor company under Fenghuo Communication is deeply engaged in the DF30 chip project [1]. - The first tape-out verification has been successfully completed [1]. - The company plans to launch mass production of the DF30 chip next year [1].

Group 1 - The company focuses on core businesses related to optical transmission, optical access, optical fiber cables, optical distribution, and big data products [1] - The company is actively expanding into the computing and marine network industries [1] - In the AI computing power sector, the company's business includes server hardware and multimode optical fibers used in data centers, with sales scale and profit contribution showing growth in recent years [1] Group 2 - The company has clear plans for capacity expansion and revenue increase for its related products [1]

Core Viewpoint - The company has developed a four-tube nested hollow-core optical fiber that combines high mechanical strength and bend resistance, suitable for complex deployment environments [1] Group 1 - The hollow-core optical fiber is currently in the pilot verification stage [1] - The company is actively promoting pilot projects on the customer side [1]