Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]

Group 1 - Jiangsu Zhongtian Technology Co., Ltd. and Shanghai Zhongtian Aluminum Wire Co., Ltd. have obtained a patent for a "straightening device" in the field of metal processing technology [1] - The patent includes a support component, a moving component, and a straightening mechanism, designed to improve the efficiency of straightening metal plates [1] - The straightening device utilizes multiple components to clamp and straighten different areas of the metal plate simultaneously, enhancing the straightening efficiency during annealing treatment [1] Group 2 - Jiangsu Zhongtian Technology Co., Ltd. was established in 1996, located in Nantong City, with a registered capital of approximately 3.41 billion RMB [2] - The company has invested in 57 enterprises, participated in 5000 bidding projects, and holds 1812 patents along with 70 trademark registrations [2] - Shanghai Zhongtian Aluminum Wire Co., Ltd. was founded in 2004, located in Shanghai, with a registered capital of 1 billion RMB [2] - The company has invested in 1 enterprise, participated in 991 bidding projects, and holds 104 patents along with 5 trademark registrations [2]

证券研究报告 通信 | 通信设备 非金融|首次覆盖报告 hyzqdatemark 2025 年 06 月 19 日 查浩 SAC：S1350524060004 zhahao@huayuanstock.com 刘晓宁 SAC：S1350523120003 liuxiaoning@huayuanstock.com 戴映炘 SAC：S1350524080002 daiyingxin@huayuanstock.com 市场表现： | 基本数据 | 年 | 06 | 月 | 日 | | 18 | 2025 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | | 13.85 | | | 一 年 内 高 最 低 | | | | | 最 | | | | / | | （元） | | | 17.78/12.10 | | | | | | | | 总市值（百万元） | | | 47,269.35 | | | | | | | | 流通市值（百万元） | | | 47,269.35 | | | | | | | ...

新京报贝壳财经讯江苏大型民企中天科技（600522）集团进入交接班进行时。 6月16日晚间，中天科技集团旗下上市公司中天科技（600522.SH）发布公告称，公司实际控制人薛济 萍拟将其持有的中天科技集团65.00%股权以0元的价格转让给其子薛驰。本次权益变动系实际控制人家 族内部资产安排进行的股权转让行为，不会对公司经营产生重大影响。 随着此次股权变更，薛驰就任上市公司董事长一职。至于集团层面，贝壳财经记者注意到，薛驰在今年 5月曾以中天科技集团总裁的身份发布文章。 6月17日，中天科技证券部工作人员告诉贝壳财经记者，薛驰目前全面负责上市公司工作，他此前已历 任公司副总经理、副董事长职务，此次交接属于公司内部较为平稳的过渡，不会对公司既定的战略产生 影响。 6月17日，中天科技收13.80元/股，涨0.22%。中天科技集团控股的另一新三板挂牌公司昱品科技 （872486.NQ）收4.05元/股，涨6.30%。 中天科技集团为中天科技的控股股东，截至目前持有上市公司22.68%的股份。此次权益变动完成后， 薛驰成为中天科技集团的控股股东，上市公司中天科技的实际控制人也将由薛济萍变更为薛驰。 此外，昱品科技发布 ...

一、控股股东权益变动的情况概述 江苏中天科技股份有限公司（以下简称"公司"）实际控制人薛济萍先生与 薛驰先生于 2025 年 6 月 16 日签订了《股权转让协议》。根据协议约定，薛济萍 先生将其持有中天科技集团有限公司（以下简称"中天科技集团"）65%的股权 以人民币 0 元的价格转让给薛驰先生（以下简称"本次权益变动"）。本次权益 变动后，薛驰先生持有中天科技集团 65%的股权，从而间接控制公司，成为公司 的实际控制人，具体内容详见公司于 2025 年 6 月 17 日披露的《江苏中天科技股 份有限公司关于控股股东权益变动暨实际控制人变更的提示性公告》（公告编号： 临 2025-041）、《江苏中天科技股份有限公司详式权益变动报告书》和《江苏 中天科技股份有限公司简式权益变动报告书》。 证券代码：600522 证券简称：中天科技 公告编号：临 2025-043 二、进展情况 江苏中天科技股份有限公司 关于控股股东权益变动暨实际控制人变更的进展公告 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。 敬请广大投资者理性投资，注意 ...

Industry Overview - The optical fiber amplifier is a core component in optical fiber communication, primarily used to enhance optical signals for high-quality, long-distance transmission [1][14] - The demand for optical fiber amplifiers in China is increasing due to the implementation of the "Broadband China" strategy and the rapid development of 5G networks and data centers [1][14] - The market size for optical fiber amplifiers in China is projected to reach approximately 19.387 billion yuan by 2024 [1][14] Market Dynamics - Government investments in communication infrastructure are driving the growth of the optical fiber amplifier market, facilitating the widespread adoption of broadband internet and 5G networks [1][14] - There is a growing consumer demand for high-speed, stable, and secure network services, prompting operators and manufacturers to enhance research and development of optical fiber amplifiers [1][14] Industry Development History - The optical fiber amplifier industry in China started relatively late, initially relying on foreign technology until the successful development of the Erbium-Doped Fiber Amplifier (EDFA) in 1987 [6] - Domestic companies like Yifang Communication and Huawei have made significant advancements in EDFA technology, achieving performance levels close to international standards [6][7] Industry Chain - The upstream of the optical fiber amplifier industry chain includes raw materials such as specialty optical fibers, pump sources, optical components, and electronic components [9] - The midstream involves the manufacturing of optical fiber amplifiers, while the downstream applications span communication networks, data centers, broadcasting networks, military, aerospace, and industrial lasers [9] Key Companies - Major companies in the optical fiber amplifier industry include Huawei, ZTE, and Yifang Communication, which leverage technological innovation and product development to capture significant market shares [17][18] - ZTE reported a projected revenue of 121.3 billion yuan in the telecommunications equipment manufacturing sector for 2024 [19] - Yifang Communication is recognized as a leading supplier in the optical communication device market, with a focus on maintaining competitive advantages through high R&D investment [21] Future Trends - The optical fiber amplifier industry is expected to focus on high-performance and low-noise technology breakthroughs to meet the demands of long-distance transmission and high-speed communication [24] - The integration of AI for real-time monitoring and adaptive control of optical signals is anticipated to become mainstream, enhancing network performance and operational efficiency [25] - The industry is also moving towards miniaturization and energy efficiency, with advancements in silicon photonics technology driving the development of compact amplifier modules [27] - Emerging applications in quantum communication, laser radar, and medical optics are expected to expand the role of optical fiber amplifiers beyond traditional telecommunications [28]

Core Viewpoint - Jiangsu Zhongtian Technology Co., Ltd. announced a significant change in its controlling shareholder, with Xue Jiping transferring 65% of the shares of Zhongtian Technology Group to his son Xue Chi for a nominal price of 0 yuan, effective June 16, 2025. This transfer is part of a family asset arrangement and does not affect the company's controlling shareholder status [1][2]. Group 1: Shareholder Changes - Xue Jiping, the former actual controller, has transferred his 65% stake in Zhongtian Technology Group to Xue Chi, who will become the new actual controller [1][2]. - The transfer does not trigger any mandatory tender offer obligations and does not change the shareholding structure of the listed company, which remains controlled by Zhongtian Technology Group [2]. Group 2: Management Background - Xue Jiping founded Nantong Zhongnan Special Cable Factory in 1992 and has held various leadership roles, including Chairman and General Manager of Jiangsu Zhongtian Technology Co., Ltd. from 1999 to 2013 and Chairman until June 2025 [2]. - Xue Chi, the new actual controller, holds a Master's degree in Business Administration and has extensive experience in the company, having served in various managerial positions since 2005 [3]. Group 3: Recent Business Developments - On the same day, the company announced it has received multiple bidding notifications and contracts for various communication and power projects, including significant contracts with China Mobile and State Grid Corporation [3]. - The total value of these projects is approximately 3.617 billion yuan, representing 7.53% of the company's audited revenue for the fiscal year 2024 [3]. Group 4: Financial Performance - In the first quarter of 2025, the company reported revenues of 9.756 billion yuan and a net profit attributable to shareholders of 628 million yuan [4].

股票简称：中天科技 股票代码：600522 江苏中天科技股份有限公司 简式权益变动报告书 上市公司名称：江苏中天科技股份有限公司 股票上市地点：上海证券交易所 信息披露义务人：薛济萍 住所：上海市虹口区******** 通讯地址：南通市崇川区经济技术开发区齐心路88号 一致行动人：薛驰 住所：上海市黄浦区******** 通讯地址：南通市崇川区经济技术开发区齐心路88号 权益变动性质：减少 签署日期：二〇二五年六月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》 及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人和一致行动人签署本权益变动报告书已获得必要的授权 和批准，其履行亦不违反信息披露义务人或一致行动人章程或内部规则中的任何 条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》等规定，本 报告书已全面披露信息披露义务人和一致行动人在江苏中天科技股份有限公司 拥有权益的股份变动情况。 四、截至本报告书签署日，除本报告书披露的信息外，信息披露义务 ...

证券代码：600522 证券简称：中天科技 公告编号：临 2025-041 江苏中天科技股份有限公司 关于控股股东权益变动暨实际控制人变更的提示性公告 本次权益变动不触及要约收购义务，不涉及中天科技集团所持上市公司股份的 变动，不会导致上市公司控股股东发生变更。本次转让完成后，上市公司控股股东 仍为中天科技集团，实际控制人由薛济萍先生变更为薛驰先生。 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： ●公司实际控制人薛济萍先生拟将其持有的中天科技集团 65.00%股权转让给其 子薛驰先生。本次权益变动完成后，薛驰先生成为中天科技集团的控股股东，公司 的实际控制人将由薛济萍先生变更为薛驰先生。 ●本次权益变动系实际控制人家族内部资产安排进行的股权转让行为，不会对 公司经营产生重大影响。不涉及中天科技集团所持公司股份的变动，不触及要约收 购，不会导致公司控股股东发生变更，公司控股股东仍为中天科技集团。 ●截至本次公告披露日，公司控股股东中天科技集团持有公司 22.68%股份。 一、本次权益变动的基本情况 （一）本次权 ...

江苏中天科技股份有限公司 详式权益变动报告书 上市公司名称：江苏中天科技股份有限公司 股票上市地点：上海证券交易所 股票简称：中天科技 股票代码：600522 信息披露义务人：薛驰 住所：上海市黄浦区******** 通讯地址：南通市崇川区经济技术开发区齐心路88号 一致行动人：薛济萍 住所：上海市虹口区******** 通讯地址：南通市崇川区经济技术开发区齐心路88号 权益变动性质：增加 签署日期：二〇二五年六月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》 《公开发行证券的公司信息披露内容与格式准则第16号——上市公司收购报告 书》及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人和一致行动人签署本权益变动报告书已获得必要的授权 和批准，其履行亦不违反信息披露义务人或一致行动人章程或内部规则中的任何 条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》等规定，本 报告书已全面披露信息披露义务人和一致行动人在江苏中天科技股份有限公司 拥有权益的 ...