Group 1 - The core viewpoint of the article is that the company, Zhongtian Technology, aims to focus on the communication and energy sectors to create value for customers and become a global leader in information and energy interconnection solutions [1] - The company emphasizes the importance of managing accounts receivable, which are influenced by factors such as contract credit periods, warranty periods, and settlement cycles [1] - Zhongtian Technology has a long-standing commitment to improving cash flow from operations by enhancing accounts receivable management [1]

证券代码：600522 证券简称：中天科技 公告编号：临2026-001 江苏中天科技股份有限公司 关于归还临时补充流动资金的募集资金的公告 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。 截至2026年1月9日，公司已将用于补充流动资金的120,000万元闲置募集资金提前归还至公司募集资金 专用账户，并及时将上述资金归还情况通知了保荐机构和保荐代表人。 ■ 特此公告。 江苏中天科技股份有限公司 重要内容提示： ● 截至2026年1月9日，公司已累计归还临时补充流动资金的闲置募集资金人民币120,000万元。 一、募集资金临时补充流动资金情况 江苏中天科技股份有限公司（以下简称"公司"）于 2025年1月15日召开第八届董事会第三十次会议和第 八届监事会第二十四次会议，分别全票审议通过了《关于使用募集资金临时补充流动资金的议案》，同 意公司使用部分闲置募集资金120,000万元临时补充公司流动资金，使用期限为自董事会审议通过之日 起不超过12个月，详见2025年1月16日公司刊登在《中国证券报》《上海证券报》《证券时报》及上海 ...

江苏中天科技股份有限公司 关于归还临时补充流动资金的募集资金的公告 证券代码：600522 证券简称：中天科技 公告编号：临 2026-001 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： 截至 2026 年 1 月 9 日，公司已累计归还临时补充流动资金的闲置募 集资金人民币 120,000 万元。 一、募集资金临时补充流动资金情况 江苏中天科技股份有限公司（以下简称"公司"）于 2025年1月15日召开第 八届董事会第三十次会议和第八届监事会第二十四次会议，分别全票审议通过了 《关于使用募集资金临时补充流动资金的议案》，同意公司使用部分闲置募集资 金120,000万元临时补充公司流动资金，使用期限为自董事会审议通过之日起不 超过12个月，详见2025年1月16日公司刊登在《中国证券报》《上海证券报》《证 券时报》及上海证券交易所网站 www.sse.com.cn 的《江苏中天科技股份有限公 司关于使用募集资金临时补充流动资金的公告》（公告编号：临 2025-005）。 | 发行名称 | 2019年公开发行 ...

Core Insights - The report highlights the strong performance of China's optical module industry, with an average production and sales rate of 96.98% and an average gross profit margin of 34.99% for 2024, indicating overall good profitability [1] - The demand for optical modules in the telecommunications market is primarily driven by lower-speed modules, with significant growth in 5G base station construction projected for 2024 [2][4] - The data communication market is identified as the largest and fastest-growing segment for optical modules, fueled by increased data center traffic and evolving network architectures [7] Group 1: Optical Module Industry Overview - Major listed companies in the optical module industry include Guangxun Technology, Zhongji Xuchuang, Xinyi Sheng, Changxin Bochuang, Taicheng Guang, and others [1] - The average production and sales rate for representative optical module companies in China is projected to be 96.98% in 2024, with a gross profit margin of 34.99% [1] - Cambridge Technology has reported a production and sales rate exceeding 100% [1] Group 2: Telecommunications Market Demand - The telecommunications market is the origin of optical modules, with 5G transmission networks comprising front-haul, mid-haul, and back-haul segments [2] - In 2024, China is expected to build 874,000 new 5G base stations, bringing the total to 4.251 million by the end of the year [2] - The demand for optical modules is primarily for lower-speed modules, particularly in the front-haul subsystem, which has the highest demand due to its long-distance, high-density characteristics [2] Group 3: Capital Expenditure Trends - The capital expenditure of China's three major telecom operators is gradually shifting towards cloud computing and computing power networks as a second growth curve [4] - In 2023, the total fixed asset investment by major telecom companies and China Tower reached 420.5 billion yuan, with 5G investment accounting for 190.5 billion yuan, a year-on-year increase of 5.7% [4] - The overall market for optical modules is expected to show steady growth, supported by the expansion of fiber-to-the-home and the increase in 10G PON port numbers [4] Group 4: Data Communication Market Growth - The data communication market is currently the largest and fastest-growing market for optical modules, driven by significant increases in data center traffic and changes in network architecture [7] - By mid-2025, the total number of operational computing center racks in China is expected to reach 10.85 million standard racks [7] Group 5: Fixed Network Access Market - The "14th Five-Year" information and communication industry development plan aims to fully deploy gigabit optical fiber networks and accelerate the construction of gigabit cities [9] - By the end of 2025, the number of 10G PON ports is projected to grow from over 5 million at the end of 2021 to 12 million, with gigabit broadband users expected to increase nearly tenfold to 60 million [9] - The Ministry of Industry and Information Technology has initiated pilot projects for 10G optical networks to address key challenges and promote the development of a complete industrial chain [9]

Core Viewpoint - The article highlights the recognition of several private enterprises in China for their commitment to employee welfare and job security during challenging economic times, emphasizing the importance of not laying off employees and providing support systems for their growth and well-being [1][2]. Group 1: Employee Commitment and Job Security - Companies like Zhongtian Technology have made a firm commitment to not lay off employees, ensuring job security for over 16,000 staff members, and have established internal talent markets to manage surplus personnel [2][3]. - The practice of "increasing production and salaries while not reducing salaries during downturns" has been adopted by several recognized companies, including Shagang Group and Jiangsu Runhe Software, reinforcing their commitment to employee welfare [2][3]. - These commitments have fostered employee loyalty and creativity, contributing to the companies' growth and stability in employment [3]. Group 2: Employee Development and Training - Award-winning companies prioritize employee training and development, integrating it into their strategic goals to ensure employees can grow and envision a future within the organization [4][5]. - Zhongtian Technology has invested 50 million yuan in a "Future Industry Talent Fund" and offers to cover the tuition fees for returning students, demonstrating a commitment to talent retention and development [5][6]. - Companies have implemented various training programs, including skill competitions and mentorship systems, to continuously enhance employee skills and career prospects [4][6]. Group 3: Employee Welfare and Support - Companies provide various support systems, such as childcare services and housing assistance, to address the needs of employees and their families, enhancing their overall well-being [7][8]. - Initiatives like the "Family Fund" by Daybreak Oriental and the establishment of special funds by companies like Xingyu Car Lights demonstrate a proactive approach to supporting employees facing significant challenges [8]. - The establishment of employee pension plans and other benefits has increased participation significantly, reflecting a commitment to long-term employee satisfaction and stability [8].

企查查APP显示，近日，霍尔果斯中蓄储能科技有限公司成立，法定代表人为杜珩，经营范围包含：电 池制造；电池销售；电池零配件生产；电池零配件销售；储能技术服务；先进电力电子装置销售等。企 查查股权穿透显示，该公司由中天科技（600522）间接全资持股。 （原标题：中天科技在霍尔果斯成立储能科技公司，含电池制造业务） ...

人民财讯1月6日电，企查查APP显示，近日，霍尔果斯中蓄储能科技有限公司成立，法定代表人为杜 珩，经营范围包含电池制造；电池销售；电池零配件生产；电池零配件销售；储能技术服务；先进电力 电子装置销售等。企查查股权穿透显示，该公司由中天科技（600522）间接全资持股。 ...

Core Insights - The report highlights the significant demand for deep-sea resource exploration in China, driven by the need to secure energy and mineral supply amidst declining domestic resources and high foreign dependency [3]. Group 1: Industry Overview - The deep-sea technology sector encompasses three main application scenarios: production operations (including resource exploration, mining, and infrastructure), public services (such as environmental monitoring and national defense), and deep-sea consumption (like tourism) [1]. - Major listed companies in the industry include China Shipbuilding (600150.SH), China Ship Defense (600685.SH), Zhenhua Heavy Industries (600320.SH), CNOOC Services (601808.SH), China Marine Defense (600764.SH), Hailanxin (300065.SZ), and Zhongtian Technology (600522.SH) [1]. Group 2: Resource Dependency and Production - China's crude oil foreign dependency reached 73% in 2023, while natural gas dependency was at 41.9%. Over 10 mineral types have a foreign dependency exceeding 50%, indicating a critical need for domestic production through deep-sea exploration [3]. - The production of marine crude oil in China is projected to exceed 60% of total production by 2024, with output increasing from 51.62 million tons in 2016 to 65.5 million tons in 2024, reflecting a compound annual growth rate (CAGR) of 3% [4]. - Marine natural gas production is expected to grow from 12.9 billion cubic meters in 2016 to 26.2 billion cubic meters by 2024, achieving a CAGR of 9.3% [7]. Group 3: Emerging Consumption Scenarios - Underwater tourism, characterized by non-diving experiences using submersibles and semi-submersibles, is emerging as a new consumption scenario within the marine tourism industry. This sector is enhanced by underwater photography and virtual reality technologies [8]. - The development of marine tourism is supported by initiatives in Hainan Free Trade Port, where coral reef protection areas are exploring sustainable development models that integrate marine museums and educational programs [8].

Group 1: Industry Overview - The deployment and expansion of 5G networks are significantly driving the demand for high-speed optical modules, which are essential for data transmission in 5G networks [1] - Different scenarios such as front-haul and mid-haul require differentiated transmission performance, pushing optical modules towards higher speeds to support emerging services like HD video and industrial IoT [1] - The global 5G base station deployment is projected to reach 6.376 million by 2024, a year-on-year increase of 23.3%, with a forecast of 8.5 million by 2025 [1] Group 2: Company Developments - Zhongji Xuchuang is the only global manufacturer to achieve mass production of 400G/800G silicon optical modules, with a high yield of 95% for its self-developed 1.6T silicon optical module [4] - NewEase focuses on integrating silicon photonics and LPO technology, with significant orders from Meta and Amazon for its 800G LPO silicon optical modules [4] - Coherent maintains a strong market share in 800G optical modules and is collaborating with Lumentum to develop next-generation solutions [4] Group 3: Competitive Landscape - The Chinese optical module industry is in a high-growth phase, with competitors categorized into three tiers based on revenue, with Zhongji Xuchuang leading the first tier with over 20 billion in revenue [5] - The competitive landscape is characterized by diverse technological routes and differentiated core advantages among leading companies, with a focus on self-research and global expansion [7] - Companies like Cambridge Technology and Guangxun Technology leverage vertical integration to enhance their product offerings and market responsiveness [7] Group 4: Technological Advancements - Companies are advancing in the 800G/1.6T high-end product space, with Zhongji Xuchuang showcasing its 3nm 1.6T OSFP series products at OFC2025 [8] - NewEase has entered mass production with its automated production lines in Thailand, focusing on high-end products and optimizing supply chain responsiveness [8] - Huagong Technology is enhancing its production capabilities and expanding its delivery network to meet the growing demand for 800G and 1.6T products [8]

人民财讯1月4日电，企查查APP显示，近日，霍尔果斯中蓄储能科技有限公司成立，法定代表人为杜 珩，经营范围包含：电池制造；电池销售；电池零配件生产；电池零配件销售；储能技术服务；先进电 力电子装置销售等。企查查股权穿透显示，该公司由中天科技间接全资持股。 转自：证券时报 ...