股票简称：烽火通信 股票代码：600498.SH 本公司全体董事、监事及高级管理人员承诺本发行情况报告书不存在虚假记 载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责 任。 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 发行情况报告书 保荐人（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） 二零二五年八月 1 发行人全体董事、监事、高级管理人员声明 全体董事签字： ________________________ ________________________ 曾 军 马建成 ________________________ ________________________ 肖 希 胡 泊 ________________________ ________________________ 蓝 海 陶 军 ________________________ _______________________ ...

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 关于向特定对象发行 A 股股票发行情况的 提示性公告 2025 年 8 月13日 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。 烽火通信科技股份有限公司董事会 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。 ...

上海市锦天城律师事务所 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于烽火通信科技股份有限公司 2024 年度向特定对象发行 A 关于烽火通信科技股份有限公司 2024 年度向特定对象发行 A 股股票之发行过程和认购对象合规性的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 股股票之发行过程和认购对象合规性的 法律意见书 01F20245052 上海市锦天城律师事务所（以下简称"本所"）作为烽火通信科技股份有限公 司（以下简称"烽火通信"、"发行人"或"公司"）向特定对象发行 A 股股票事项（以 下简称"本次发行"）的法律顾问，就公司本次发行的发行过程及认购对象的合规 性进行见证，并出具本法律意见书。 为出具本法律意见书，本所律师根据有关法律、行政法规、规范性文件的规 定和本所业务规则的要求，本着审慎性及重要性原则对本次发行的发行过程和认 购对象的合规性有关的文件资料和事实进行了核查和验证。 对本法律意见书，本所律师作出如下声明： 1．本所律师在工作过程中，已得到发行人的保 ...

验资报告 广发证券股份有限公司 司农专字[2025]25007070016 号 目 录 验资报告……………………………………………………………………… 1-2 附件 1 烽火通信科技股份有限公司向特定对象发行股票 投资者认购资金明细表………………………………………………………………………… 3 附件 2 烽火通信科技股份有限公司向特定对象发行股票 投资者认购资金流水明细表 ………………………………………… 4 士计师军会所 烽火通信科技股份有限公司 向特定对象发行股票 验资报告 司农专字[2025]25007070016号 广发证券股份有限公司: 我们接受委托,审验了广发证券股份有限公司(以下简称"贵公司")作为烽火 通信科技股份有限公司(以下简称"烽火通信")向特定对象发行股票之保荐人(主 承销商）截至 2025年 8 月 6 日下午十五时(15:00)止收到投资者认购烽火通信本次 向特定对象发行股票资金的情况。按照法律法规的要求提供真实、合法、完整的验 资资料,保护资产的安全、完整是烽火通信及贵公司的责任。我们的责任是对截至 2025 年 8 月 6 日下午十五时（15:00）止投资者认购烽火通信本次向特 ...

致同会计师事务所（特殊普通合伙） 中国北京朝阳区建国门外大街 22 号 赛特广场 5 层邮编 100004 电话+861085665588 传真+861085665120 www.grantthornton.cn 验资报告 烽火通信科技股份有限公司 验资报告 致同会计师事务所（特殊普通合伙） | | | | 一、验资报告 | 1-2 | | --- | --- | | 二、验资报告附件 | | | 1．新增注册资本实收情况明细表 | 3 | | 2．注册资本及股本变更前后对照表 | 4 | | 3．验资事项说明 | 5-6 | 致同验字（2025）第 110C000230 号 烽火通信科技股份有限公司： 我们接受委托，审验了贵公司截至 2025 年 8 月 7 日止新增注册资本及股 本情况。按照法律法规以及协议、章程的要求出资，提供真实、合法、完整 的验资资料，保护资产的安全、完整是全体股东及贵公司的责任。我们的责 任是对贵公司新增注册资本及股本情况发表审验意见。我们的审验是依据 《中国注册会计师审计准则第 1602 号——验资》进行的。在审验过程中， 我们结合贵公司的实际情况，实施了检查等必要的审验程序。 ...

上海证券交易所： 广发证券股份有限公司 关于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 之发行过程和认购对象合规性的报告 经中国证券监督管理委员会（以下简称"中国证监会"）《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） 批复，同意烽火通信科技股份有限公司（以下简称"烽火通信"、"发行人"或"公 司"）向特定对象发行股票的注册申请。 广发证券股份有限公司（以下简称"广发证券"或"保荐人（主承销商）"） 作为烽火通信本次向特定对象发行 A 股股票（以下简称"本次发行"）的保荐人 （主承销商），根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人民共和国证券法》（以下简称"《证券法》"）、《证券发行与承销管理办法》（以 下简称"《承销管理办法》"）、《上市公司证券发行注册管理办法》（以下简称"《注 册管理办法》"）、《上海证券交易所上市公司证券发行与承销业务实施细则》（以 下简称"《实施细则》"）等有关法律、法规和规范性文件的规定，发行人董事会、 股东大会通过的与本次发行相关的决议及已向上海证券交易所（以下简称"上交 所" ...

Investment Strategy - China's satellite internet is entering a phase of intensive launches, with significant construction milestones approaching. The three major satellite plans are advancing, with StarNet and Yuanxin expected to drive demand in the industry chain. For instance, the China StarNet GW constellation completed its 7th launch on August 4, following two launches on July 27 and July 30, indicating a shift to a more frequent launch schedule [5][12][16] - The second half of the year will see catalysts for rocket and DTC applications, as the initial use of reusable rockets and the gradual establishment of launch sites will address infrastructure gaps. Companies like Starry Glory and Blue Arrow have announced plans to launch reusable rockets in 2025, and significant progress has been made in testing and construction of launch facilities [5][13][16] - The overseas satellite internet business is gradually achieving a closed loop, providing a feasible development path for China's satellite internet. Starlink, for example, has launched 8,046 satellites and has over 6 million active users, offering download speeds of 100 Mbps. SpaceX aims to launch its third-generation satellites by mid-2026, significantly increasing downlink and uplink capacities [5][14][15] Industry News - China successfully launched the low Earth orbit 07 group of satellites on August 4, marking the seventh batch of the China StarNet GW constellation. This launch, along with previous ones, demonstrates China's capability for high-density launches, with intervals of less than 120 hours between launches [5][16] - The Wenchang International Space City in Hainan is projected to achieve an operating income of 10 billion yuan by 2027, focusing on developing a complete commercial space industry chain and enhancing launch capabilities [5][17] - Huawei announced the full open-source of its CANN ecosystem, aiming to accelerate AI innovation and development. This move is expected to enhance Huawei's competitive edge in the AI hardware market [5][18] - OpenAI released its first open-source language model, GPT-OSS, which is designed to run on consumer devices. This development is anticipated to boost the application of large models and increase demand for edge computing and inference capabilities [5][19] Market Review and Focus - The communication sector saw a 1.41% increase this week, slightly underperforming compared to the Shanghai Composite Index, which rose by 2.11%. The satellite navigation and low-altitude economy indices showed strong performance, with increases of 7.08% and 4.78%, respectively [5][21] - Key stocks to watch in the satellite internet and commercial space chain include Aerospace Universe, Mengsheng Electronics, Tianyin Machinery, and others [5][25] - Long-term focus should include major operators like China Mobile, China Telecom, and China Unicom, as well as key equipment manufacturers and companies involved in satellite navigation and commercial space [5][25]

每经AI快讯，光通信模块板块领涨，上涨2.48%，其中亨通光电上涨6.6%，新易盛上涨5.27%，烽火通 信上涨3.9%，中际旭创、致尚科技、震有科技涨超2%。 （文章来源：每日经济新闻） ...

Group 1 - The CPO concept stocks in the A-share market have shown strong performance, with notable increases in share prices for several companies [1] - Dekoli (688205) saw an increase of 8.37%, with a total market capitalization of 11 billion [2] - Xinyi Sheng (300502) rose by 5.83%, with a market cap of 191.7 billion and a year-to-date increase of 134.60% [2] - Hengtong Optic-Electric (600487) and Woge Optic-Electric (603773) both increased by over 4%, with market caps of 43.9 billion and 7.288 billion respectively [2] - Other companies such as Fenghuo Communication (600498), Zhongji Xuchuang (300308), and Lixun Precision (002475) also experienced gains of over 3% [1][2] Group 2 - The MACD golden cross signal has formed, indicating a positive trend for these stocks [1]

Group 1 - The report highlights that in July, the core CPI reached a new high both year-on-year and month-on-month, with the overall CPI showing zero growth year-on-year and PPI remaining unchanged, indicating a narrowing PPI-CPI gap [1][26] - Exports and imports in July exceeded expectations, with exports increasing by 7.2% year-on-year and imports rising by 4.1% [26] - The report emphasizes the importance of monitoring the market's response to the upcoming U.S. Federal Reserve's interest rate decisions, with an 88.9% probability of a 25 basis point rate cut by September 2025 [1][27] Group 2 - The report discusses the PCR (Put-Call Ratio) as a measure of market sentiment, indicating that high and low levels of PCR can signal market tops and bottoms [2][29] - Key themes identified include brain-computer interfaces, anti-involution strategies, and AIDC (Automatic Identification and Data Capture), which are expected to drive high industry growth [2][30] - The report notes significant advancements in AI and robotics, with major events like the World Humanoid Robot Games taking place, showcasing the industry's growth potential [2][31] Group 3 - The report on the automotive industry indicates that the European market for new energy vehicles is reaching a turning point due to stricter carbon emission regulations and a surge in electric vehicle sales [8] - Major automotive companies like Volkswagen and Stellantis are accelerating their electric vehicle strategies, with Volkswagen's BEV deliveries expected to reach 465,500 units in the first half of 2025, marking an 89% year-on-year increase [8] - The report highlights the importance of the upcoming product cycles and the competitive landscape in the electric vehicle market, with significant growth anticipated in the coming years [8][22] Group 4 - The report on the wind turbine manufacturing industry indicates strong profit margins and growth potential, particularly in international markets, with overseas orders expected to double [17] - The company is diversifying its business model to include power generation and energy storage, aiming for a cumulative installed capacity of 1.0 GW by the end of 2024 [17] - The forecast for net profit growth from 2025 to 2027 is robust, with expected increases of 48%, 42%, and 29% respectively [17] Group 5 - The report on the logistics sector highlights that Qin Port's coal throughput increased by 4% year-on-year in the first half of 2025, driven by improved railway coal transport volumes [22] - The report anticipates continued growth in throughput, particularly in iron ore, as global economic recovery boosts international trade [22] - Profit forecasts for 2025 have been adjusted downward due to expected declines in revenue per ton, with a revised net profit estimate of 1.76 billion yuan [22]