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：2025-037 烽火通信科技股份有限公司 关于签订募集资金专户存储监管协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意烽火通信科技股份有限公司向特定对 象发行股票注册的批复》（证监许可[2025]1357 号）批准，烽火通信科技股份有 限公司（以下简称"烽火通信"或"本公司"）向特定对象发行 A 股股票 86,546,026 股（以下简称"本次发行"），每股发行价格 12.71 元，共计募集资金总 额人民币 1,099,999,990.46 元（尚未扣除发行费用 6,902,091.46 元），在扣除发行 费用后，募集资金净额为人民币 1,093,097,899.00 元。 2025 年 8 月 8 日，致同会计师事务所（特殊普通合伙）出具了致同验字 （2025）第 110C000230 号《验资报告》。 二、《募集资金专户存储监管协议》的签订情况和募集资 ...

Core Viewpoint - The Shanghai Communication Services Industry Index experienced a slight decline of 0.03%, closing at 3811.5 points, with a trading volume of 23.642 billion yuan, despite showing positive growth over the past month, three months, and year-to-date [1] Summary by Category Index Performance - The Shanghai Communication Services Industry Index has increased by 3.75% over the past month, 5.56% over the past three months, and 5.40% year-to-date [1] Index Composition - The top ten weighted stocks in the index are: China Unicom (14.75%), China Mobile (13.63%), China Telecom (13.6%), Zhongtian Technology (7.15%), Hengtong Optic-Electric (6.09%), Yiyuan Communication (3.15%), Guodun Quantum (3.15%), Fenghuo Communication (3.11%), China Satellite Communications (2.99%), and Gigabyte (2.89%) [1] Market Representation - The Shanghai Stock Exchange accounts for 100.00% of the holdings in the index, and the communication services sector represents 100.00% of the index's sample holdings [1]

Group 1 - Kimi is experiencing insufficient computing power during peak hours, leading to high failure rates in file system requests, and the official team is investigating the issue [1] - Baidu Wenku and Baidu Wangpan launched GenFlow 2.0, an AI product that supports over 100 expert AI agents to complete complex tasks quickly, now available on both web and app platforms [1] Group 2 - Ant Group's AI health application AQ introduced AI features to combat false medical advertisements, including a dedicated debunking section and collaboration with 30,000 verified doctors for public education [2] Group 3 - Zhiyuan Robotics has launched its entire product line on e-commerce platforms, including various robot series with prices ranging from 36,000 to 198,000 yuan [3] - IDC reported that Alibaba Cloud holds a 24.6% market share in China's AI public cloud services, leading the market, which grew by 55.3% year-on-year to reach 19.59 billion yuan [3] Group 4 - IDC's report indicates Huawei regained the top position in China's smartphone market with 12.5 million units shipped, while Xiaomi fell to fourth place with 10.4 million units, despite a year-on-year growth of 3.4% [4] Group 5 - Xiaomi has filed a trademark infringement lawsuit against a company named Mi Series Youpin, with a court hearing scheduled for September 3 [6] - Gree Electric's marketing director disputed claims that Xiaomi's air conditioner sales have surpassed Gree's, asserting that Gree remains the leader in online sales [7] Group 6 - Li Xiang, CEO of Li Auto, hosted a dinner for truck drivers, addressing concerns over crash tests and expressing no intention to offend [8] - NIO's president stated that the company will not disclose pre-order numbers or process data, emphasizing the importance of final results over interim metrics [8] - BYD's public relations manager advocated for healthy competition in the automotive industry, stating that the company does not engage in negative tactics against competitors [8] Group 7 - JD's first restaurant infrastructure brand, Seven Fresh Food MALL, plans to expand nationwide after experiencing a threefold increase in foot traffic since its opening [9]

Domestic News - Hunan Car Network Interactive Service Platform has officially launched, enabling large-scale applications of vehicle-grid interaction, allowing electric vehicles to charge during off-peak hours and also send electricity back to the grid, transforming them from "power-consuming tools" to "mobile power banks" [2] - The first urban drone medical delivery route in Northwest China has been launched, operated by Shaanxi Logistics Group and the Baqiao District government, utilizing high-load rotary drones with a maximum capacity of 30 kilograms [3] International News - Tesla is recruiting test drivers in New York City to operate vehicles equipped with its "autonomous driving system," focusing on long-duration driving for data collection related to autonomous driving testing [4] Corporate News - Cadillac has appointed Dominic Najafi as the new global design executive director, who has extensive experience in luxury automotive design, previously working at Jaguar Land Rover and Bentley [5] - VinFast has partnered with European EV charging service provider Plugsurfing, allowing its users to access over 1 million public charging stations across 24 European countries through the VinFast app, enhancing charging convenience [6] - The South African automotive industry is facing significant challenges, with 12 companies shutting down and over 4,000 jobs lost due to low domestic sales and high imports [7] - Huawei's HarmonyOS 5.0 has surpassed 10 million devices, with significant investment in developer support, marking a critical milestone for the ecosystem [8] - Lantu CEO has proposed that electric vehicle users voluntarily vacate charging spots after reaching 80% charge to improve charging efficiency at highway service areas [9] - BYD's car sales in India have exceeded 3,000 units as of early August, surpassing its total sales for the entire year of 2024 [10] - Dongfeng Motor has launched the M817, the first all-stack intelligent off-road vehicle equipped with Huawei's technology, with two models priced at 319,900 and 349,900 yuan [11] - Li Auto has introduced a self-driving travel guarantee plan covering major routes, including the Sichuan-Tibet route, providing comprehensive support for users until October 31, 2025 [12]

Summary of the Conference Call for Fenghuo Communication Industry Overview - The optical fiber and cable industry is experiencing new opportunities driven by the surge in AI-driven computing demand, particularly in data centers, with a significant increase in internal demand observed [2][6] - The demand for multimode optical fibers is outstripping supply due to the rapid growth in AI data centers, leading to strong pricing and profitability, with gross margins reaching 50% [2][7] Key Points on Fenghuo Communication - Fenghuo Communication plans to significantly increase production capacity from 1.5 million core kilometers this year to 4 million core kilometers next year, which is expected to result in substantial profit growth [2][8] - The domestic demand for multimode fibers is robust, with a high proportion of 400G and multimode fibers driving demand. Although the overseas market is dominated by Corning and Tencan, there are still opportunities for expansion [2][9] - The development of hollow-core fibers is progressing rapidly, with Microsoft having procured 15,000 kilometers. Fenghuo Communication is well-positioned to leverage its technological advantages in this area [2][10] - The company has set a conservative revenue target of 10 billion yuan for its domestic server business this year, with potential for upward revision if performance exceeds expectations. The financial client base has doubled, and the server business is expected to contribute 40% of profits [2][11] Financial Performance and Outlook - Despite a decline in revenue, profits are on the rise, reflecting the company's focus on improving net profit margins from 2.5% last year to an expected 5-6% this year [2][13] - The stock price of Fenghuo Communication has increased by approximately 30% this year, with an optimistic forecast for profit growth exceeding 40% for the year [2][14] Additional Insights - The optical fiber and cable industry has seen a decline in revenue over the past three years, but the AI trend is positively impacting demand for optical fibers in data centers [2][6] - The market for optical modules and their supply chain is experiencing significant growth, driven by the commercial application of large models like GPT-5, which is enhancing the demand for computing power [2][3] - Fenghuo Communication's business structure includes three main segments: optical fibers and cables, data network products, and communication systems, indicating strong growth potential [2][5] - The company is also focusing on its marine communication business, which has shown strong performance in niche areas like seabed monitoring since its establishment in 2020 [2][12]

人民财讯8月14日电，三连板烽火电子（000561）8月14日晚间发布股票交易异动公告称，经自查，并向 控股股东陕西烽火通信（600498）集团有限公司、陕西电子信息集团有限公司确认，不存在关于公司的 应披露而未披露的重大事项，也不存在处于筹划阶段的重大资产重组、收购等对公司股价产生重大影响 的事项。 ...

Core Viewpoint - Fenghuo Communication (600498) has made significant progress in the engineering application of self-developed hollow core anti-resonant fiber (HC-ARF), addressing various engineering challenges and advancing towards large-scale application [1] Group 1: Technological Advancements - The company has conducted systematic research to tackle engineering challenges such as water vapor ingress, CO gas absorption peaks, and lightning strike tests for hollow core optical cables [1] - Relevant research findings have been published in journals like "Optics Journal" and "Optical Communication Research," indicating a commitment to advancing technology [1] Group 2: Future Prospects - Hollow core fiber is expected to reshape the global technological landscape in fields such as encrypted communication and 6G networks [1]

Economic Environment - Wuhan's industrial investment exceeded 580 billion CNY, with industrial investment growth at 15.1%[11] - The software business revenue reached 350 billion CNY, growing by 15%[14] - New registered business entities surpassed 550,000, ranking second among sub-provincial cities[15] Innovation and Technology - The total number of patent applications reached 952,668, with 456,532 being invention patents[23][25] - The patent quality index for Wuhan is 65.06, ranking 12th among similar regions in China[32] - The number of PCT applications indicates a growing global market awareness among local enterprises[34] Innovation Institutions - Wuhan has a diverse range of innovation institutions, including 2,288 entities, with a significant increase in private tech companies[41] - The top innovative institutions include Huazhong University of Science and Technology and Wuhan University, with innovation power indices above 94[53] Intellectual Property - The total trademark applications reached 1,008,908, indicating a vibrant market for new products[29] - The number of active patents in substantive examination reflects a high level of recent innovation activity[27] Innovation Trends - Patent applications and authorizations have shown consistent growth over the past three years, outpacing the national average[34] - The trend in trademark applications suggests a shift towards a dual-driven innovation model combining technology and branding[34]

00证券代码：600498 证券简称：烽火通信 公告编号：2025-036 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 烽火通信科技股份有限公司董事会 2025 年 8 月13日 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"）2024年度向特定对象发行A股股票发行总结及相关文件 已在上海证券交易所备案通过。公司将依据相关规定尽快办理本次发行新增股份的登记托管事宜。 本次发行的具体情况详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的《烽火通信科技股 份有限公司2024年度向特定对象发行A股股票发行情况报告书》及相关发行文件，敬请广大投资者查 阅。 特此公告。 关于向特定对象发行A股股票发行情况的提示性公告 ...

Group 1 - The Shanghai Composite Index opened high and rose, with the Shanghai TMT Index increasing by 1.2% to 2077.09 points and a trading volume of 90.995 billion yuan [1] - The Shanghai TMT Index has risen by 5.85% in the past month, 8.93% in the past three months, and 9.65% year-to-date [1] - The Shanghai TMT Index consists of 50 listed companies in the TMT sector with good scale and liquidity, reflecting the overall performance of TMT-related companies in the Shanghai market [1] Group 2 - The top ten weights in the Shanghai TMT Index are: Industrial Fulian (3.51%), Jingwang Electronics (3.17%), Shengyi Technology (2.61%), Cambrian (2.5%), Hengsheng Electronics (2.37%), Shiyun Circuit (2.3%), Wealth Trend (2.23%), Chipone (2.21%), Fenghuo Communication (2.17%), and Hengtong Optic-Electric (2.1%) [1] - The Shanghai TMT Index is fully composed of companies listed on the Shanghai Stock Exchange, with an 80.98% weight in Information Technology and 19.02% in Communication Services [1] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made under special circumstances [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to calculation and maintenance guidelines [2]