MACD金叉信号形成，这些股涨势不错！ 格隆汇12月22日丨长飞光纤(601869.SH)公布，公司注意到近期市场对光纤光缆产品供需结构改善，及 算力数据中心相关光纤光缆产品关注度较高。当前全球光纤光缆行业市场环境正常，与电信市场相关的 光纤光缆需求仍然承压，而与数据中心相关的新型产品占需求总量的比例较小，敬请广大投资者注意投 资风险，理性决策，审慎投资。 基本面未发生重大变化，生产经营正常。截至2025年12月22日，公司A股股票滚动市盈率已达169倍， 存在市盈率过高的风险，投资者参与交易可能面临较大风险。 ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-060 长飞光纤光缆股份有限公司 股票交易风险提示公告 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： 公司 A 股股票于 2025 年 12 月 17 日至 2025 年 12 月 19 日连续三个交易日 收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动情形。公司已于 2025 年 12 月 19 日披露了《关于股 票交易异常波动的公告》（公告编号：临 2025-059）。 长飞光纤光缆股份有限公司（以下简称"公司"）基本面未发生重大变化， 生产经营正常。截至2025年12月22日，公司A股股票滚动市盈率已达169倍， 存在市盈率过高的风险，投资者参与交易可能面临较大风险； 公司经营业绩存在不确定性的风险。 三、公司存在经营业绩不确定性风险 公司 2025 年前三季度实现营业总收入约人民币 102.75 亿元，较上年同期增 长约 18.18%；实现归属于上市公司股东的净利润约人民币 4.70 ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-061 长飞光纤光缆股份有限公司 2025 年第三季度业绩说明会预告公告 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： 本公司执行董事兼总裁庄丹先生、独立董事李长爱女士、副总裁兼董事会秘 书郑昕先生、财务总监 Jinpei Yang（杨锦培）先生。 四、投资者参与方式 五、联系方式及咨询办法 为便于广大投资者深入了解长飞光纤光缆股份有限公司（以下简称"公司" 或"本公司"）2025 年第三季度经营成果、财务状况及战略举措情况，本公司拟 于 2025 年 12 月 26 日（星期五）15:00–16:00 召开业绩说明会，就投资者普遍关 心的问题进行交流。 一、业绩说明会类型 本次业绩说明会通过视频及网络互动的方式召开。本公司将针对 2025 年第 三季度经营成果、财务状况及战略举措情况与投资者进行互动交流，在信息披露 允许的范围内就投资者普遍关注的问题进行回答。 二、业绩说明会召开的时间、地点 会议召开时间：2025年12月26日（星期五）1 ...

基本面未发生重大变化，生产经营正常。截至2025年12月22日，公司A股股票滚动市盈率已达169倍， 存在市盈率过高的风险，投资者参与交易可能面临较大风险。 格隆汇12月22日丨长飞光纤(601869.SH)公布，公司注意到近期市场对光纤光缆产品供需结构改善，及 算力数据中心相关光纤光缆产品关注度较高。当前全球光纤光缆行业市场环境正常，与电信市场相关的 光纤光缆需求仍然承压，而与数据中心相关的新型产品占需求总量的比例较小，敬请广大投资者注意投 资风险，理性决策，审慎投资。 ...

12月22日，A股全天走强， 沪指重返3900点上方，截至收盘， 沪指涨0.69%，深成指涨1.47%，创业板指涨2.23%。 指数大涨的情况下，美中不足的是，今天市场有大约一半的个股处于下跌状态，市场共 2984只个股上涨，105只个股涨 停，2265只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 日中 | 涨停 | 105 | | 涨幅 | > 7% | 169 | | 涨幅 | 5-7% | 128 | | 涨幅 | 3-5% | 299 | | 张悼 | 0-3% | 2388 | | 跌幅 | 0-3% | 2107 | | 跌幅 | 3-5% | 100 | | 跌幅 | 5-7% | 29 | | 跌幅 | > 7% | 29 | | 章中 | 跌停 | 8 | | 上涨家数 | | 2984 | | 下跌家药 | | 2265 | | 平盘停牌 当日种数 | | 213 | | | | 5462 | | 总成交额 | | 18821.94 Z | | 总成交量 | | 118609.07 | | 涨家增减 | | 253 | | 涨家增幅 | ...

Core Viewpoint - The company has experienced significant stock price fluctuations, with a cumulative increase of over 20% in the closing price over three consecutive trading days, indicating potential volatility in the market [1] Financial Performance - For the first three quarters of 2025, the company reported revenue of 10.275 billion yuan, representing a year-on-year growth of 18.18% [1] - The net profit for the same period was 470 million yuan, showing a year-on-year decline of 18.02% [1] Market Conditions - The fundamentals of the company remain unchanged, and operations are normal; however, there is uncertainty regarding performance due to ongoing pressure in the global telecommunications market for optical fibers and cables [1] - The demand for new products remains low, contributing to the overall market challenges [1] Valuation Concerns - As of December 22, 2025, the rolling price-to-earnings ratio of the company's A-shares is approximately 169 times, indicating a potentially high risk for investors [1]

人民财讯12月22日电，长飞光纤（601869）12月22日发布股票交易风险提示，公司注意到近期市场对光 纤光缆产品供需结构改善，以及算力数据中心相关光纤光缆产品关注度较高。当前全球光纤光缆行业市 场环境正常，与电信市场相关的光纤光缆需求仍然承压，而与数据中心相关的新型产品占需求总量的比 例较小。 ...

Market Performance - The three major indices strengthened, with the Shanghai Composite Index rising by 0.69%, the Shenzhen Component Index increasing by 1.47%, and the ChiNext Index up by 2.23% [2] - Over 2,800 stocks in the two markets were in the green, with a total trading volume reaching approximately 1.86 trillion yuan [2] Precious Metals Sector - The precious metals sector rebounded, with Hunan Silver (002716.SZ) and Xiaocheng Technology (300139.SZ) rising over 7%, while Western Gold (601069.SH) and Shandong Gold (600547.SH) saw significant gains [3] - According to a report by GF Securities, the long-term bullish logic for gold remains intact despite potential short-term fluctuations, supported by factors such as the restructuring of the global monetary credit system, accelerated de-dollarization, and continuous central bank purchases of gold [3] Hainan Sector - The Hainan sector experienced a surge, with Kangzhi Pharmaceutical (300086.SZ) and Shennong Seed Industry (300189.SZ) increasing by 20%, and China Duty Free Group (601888.SH), Hainan Airport (600515.SH), and Hainan Highway (000886.SZ) rising by 10% [3] - The official launch of the Hainan Free Trade Port's full island closure on December 18 led to significant sales, with Sanya's duty-free sales reaching 118 million yuan on the first day, and a 60% year-on-year increase in customer traffic [3] Computing Hardware Sector - The computing hardware sector was active, with semiconductor and communication concepts leading the gains; Kaige Precision Machinery (301338.SZ) rose over 17%, and Changxin Bochuang (300548.SZ) increased by over 12% [4] - Domestic computing chain companies are rapidly advancing their listings, with several companies like Moer Thread and Muxi Co. progressing in their IPO processes [4] - Moer Thread announced a new GPU architecture called "Huagang," which boasts a 50% increase in computing density and a tenfold improvement in energy efficiency [4] Intelligent Driving Sector - The intelligent driving sector saw significant activity, with Zhejiang Shibao (002703.SZ), Laisai Laser (920363.BJ), and others experiencing substantial gains [5] - The release of conditional access permits for the first batch of L3-level autonomous driving vehicles marks a critical step towards commercial application in China [5] - The pharmaceutical commercial and film industry sectors faced declines, with companies like Bona Film Group (001330.SZ) and Huaren Health (301408.SZ) seeing notable drops [5]

Market Performance - A-shares indices collectively opened higher on December 22, with the Shanghai Composite Index returning above 3900 points and the ChiNext Index rising over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion yuan, an increase of 136 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed at 3917.36 points, up 0.69%, with a trading volume of 789.8 billion yuan; the Shenzhen Component Index closed at 13332.73 points, up 1.47%, with a trading volume of 1.0722 trillion yuan; the ChiNext Index closed at 3191.98 points, up 2.23%, with a trading volume of 488.3 billion yuan [1] Sector Performance - The Hainan Free Trade Zone sector saw significant gains, with nearly 20 stocks including Hainan Mining and Hainan Rubber hitting the daily limit [1] - The computing hardware concept performed actively, with companies like New Yisheng reaching historical highs and stocks such as Hengtong Optic-Electric and Changfei Fiber also hitting the daily limit [1] - The commercial aerospace concept showed strength, with Shenjian Co. also hitting the daily limit [1] - Conversely, the AI healthcare concept declined, with Huaren Health dropping over 9%, and the film and theater sector also saw declines, with Bona Film Group hitting the daily limit [1][2] Institutional Insights - Jifeng Investment noted that the market is in a rebound phase, with the Hainan Free Trade Zone sector leading gains; the overall market trend remains upward, supported by the 60-day moving average [3] - Long-term investment opportunities are suggested in high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, robotics, and commercial aerospace [3] - CITIC Securities highlighted that by mid-December 2025, SpaceX successfully launched 3095 Starlink satellites, indicating a breakthrough in domestic medium-lift rocket development, which will lower launch costs and accelerate market growth in satellite and computing sectors [3] - Investment opportunities in commercial aerospace are expected to expand significantly, with a potential trillion-yuan market size emerging [3] Economic Signals - Multiple signals indicate a classic "cross-year-spring" market trend is developing, with expectations for accelerated central budget investments in 2026 [4] - Major institutional investors are increasing their holdings in broad-based ETFs like A500 ETF, providing stable incremental capital to the market [4] - The focus of the market is likely to shift towards blue-chip indices represented by the CSI 300 and SSE 50, with an emphasis on cyclical sectors such as industrial metals and non-bank financials [4] News Updates - The People's Bank of China issued 40 billion yuan of six-month central bank bills in Hong Kong at an interest rate of 1.67%, with applications totaling 81.2 billion yuan [5] - Xiaomi Group announced the launch of the Xiaomi 17 Ultra, scheduled for December 25, with discussions on rising memory costs impacting smartphone prices in the coming years [6] - Porsche confirmed it will gradually shut down its self-built charging network, totaling approximately 200 stations, starting March 1, 2026, and will shift to deep cooperation with leading charging operators [8]

Group 1 - Hainan local stocks are involved in various industries including non-woven fabric products, concrete, rubber, pharmaceuticals, and logistics [2][3] - Hainan Rui Ze and Hainan Hai Yao have seen significant stock price increases, with Hainan Hai Yao achieving a two-day price increase [2][6] - Hainan Rubber is the leading player in China's natural rubber industry, managing 3.41 million acres of rubber plantations [2] - Hainan Airport operates duty-free businesses at major airports, holding significant stakes in duty-free shops [2] Group 2 - Companies like Hainan Huatie and Hainan Minmetals are involved in state-owned enterprises and agricultural technology, respectively [3] - Hainan Development has acquired a 45% stake in Hainan Haikong Duty-Free Group, aiming to operate duty-free businesses for island residents [6] - The logistics sector is expanding with companies like Jia Cheng International developing logistics hubs in Hainan [2][3] Group 3 - The semiconductor industry is represented by companies like InnoScience and Xiangyang Technology, focusing on cleanroom engineering and special organic materials [4] - Companies like Longfly and Hengtong Optic-Electric are leading in the optical fiber industry, with significant advancements in technology and production capacity [3][4] - The AI and robotics sectors are seeing growth with companies like Zhaowei and Keda Technology focusing on intelligent equipment and robotics [6][7] Group 4 - The consumer goods sector is highlighted by companies like Fei Ke Electric and Anji Food, which are expanding their product lines and market presence [6][7] - The energy sector is represented by companies like Sheng Tong Energy, focusing on natural gas and related assets [9] - The packaging industry is led by companies like Jia Mei Packaging, which is undergoing significant changes in ownership and management [9][10]