香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 長飛光纖光纜股份有限公司 Yangtze Optical Fibre and Cable Joint Stock Limited Company* （於中華人民共和國註冊成立之股份有限公司） （股份代號：6869） 海外監管公告 承董事會命 長飛光纖光纜股份有限公司 Yangtze Optical Fibre and Cable Joint Stock Limited Company* 董事長 馬杰 中國武漢，二零二五年八月二十六日 於本公告日期，董事會包括執行董事莊丹先生；非執行董事馬杰先生、郭韜先 生、弗雷德里克•佩森先生、皮埃爾•法奇尼先生、哈馬萬德•施羅夫先生、熊向峰 先生及梅勇先生；獨立非執行董事滕斌聖先生、宋瑋先生、李長愛女士及曾憲芬 先生。 本公告由長飛光纖光纜股份有限公司（「本公司」）根據香港聯合交易所有限公司證 券上市規則第13.10B條作出。 以下為本公司於上海證券交易所網站刊發之《 ...

长飞光纤发布异动公告称，公司注意到近期市场对算力数据中心相关光纤光缆产品，尤其是空芯光纤关 注度较高。与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小，其中，空芯光纤作为 行业前沿产品，其应用目前仍处于早期阶段，尚未形成规模销售、尚未形成稳定的价格及利润水平，而 后续业务发展也有待于产业链的进一步成熟。目前，空芯光纤相关业务尚未对公司财务数据产生明显影 响，敬请广大投资者注意投资风险，理性决策，审慎投资。 ...

关于股票交易异常波动的公告 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。 重要内容提示： 证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-035 长飞光纤光缆股份有限公司 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 22 日至 2025 年 8 月 26 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。 二、公司关注并核实的相关情况 (一) 生产经营情况 经公司自查，公司目前日常经营情况正常。自 2024 年至今，全球光纤光缆 长飞光纤光缆股份有限公司（以下简称"公司"）股票于2025年8月22日至 2025年8月26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； 经公司自查，并向公司第一大股东中国华信邮电科技有限公司发函询证，截 至本公告披露日，不存在应披露而未披露的重大信息。 风险提示： 1、 公司股票价格2025年8月22日至20 ...

Core Viewpoint - The company has noted increased market attention on optical fiber and cable products related to computing data centers, particularly hollow-core fibers, which are still in the early stages of application and have not yet formed stable sales, pricing, or profit levels [1] Group 1: Market Attention - There is a high level of interest in optical fiber and cable products associated with data centers, especially hollow-core fibers [1] - The demand for optical fiber and cable products related to data centers constitutes a small proportion of the total global demand for optical fibers and cables [1] Group 2: Business Development - Hollow-core fiber, as a cutting-edge product, is still in its early application phase and has not yet achieved scale sales [1] - The future business development of hollow-core fibers depends on the further maturity of the industry chain [1] Group 3: Financial Impact - Currently, the hollow-core fiber-related business has not had a significant impact on the company's financial data [1] - Investors are advised to be aware of investment risks and to make rational decisions [1]

长飞光纤股价创出历史新高，截至9:33，该股上涨8.40%，股价报70.04元，成交量787.15万股，成交金 额5.54亿元，换手率1.94%，该股最新A股总市值达284.60亿元，该股A股流通市值284.60亿元。 两融数据显示，该股最新（8月25日）两融余额为3.34亿元，其中，融资余额为3.30亿元，近10日减少 582.03万元，环比下降1.73%。 公司发布的一季报数据显示，一季度公司共实现营业收入28.94亿元，同比增长21.23%，实现净利润 1.52亿元，同比增长161.91%，基本每股收益为0.2000元，加权平均净资产收益率1.15%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，长飞光纤所属的通信行业，目前整体跌幅为0.33%，行业内，目前股价上涨 的有38只，涨幅居前的有天孚通信、剑桥科技、长飞光纤等，涨幅分别为12.09%、10.00%、8.40%。股 价下跌的有90只，跌幅居前的有东土科技、*ST高鸿、利尔达等，跌幅分别为4.76%、4.76%、4.03%。 ...

Group 1 - The Terahertz concept sector increased by 3.01%, ranking 7th among concept sectors, with 13 stocks rising, including Changfei Optical Fiber which hit the daily limit, and Tianyin Electromechanical, Chuangyuan Xinke, and Hengtong Optic-Electric showing significant gains of 9.17%, 8.48%, and 7.96% respectively [1] - The Terahertz concept sector experienced a net outflow of 935 million yuan, with 10 stocks seeing net inflows, and 5 stocks receiving over 100 million yuan in net inflows, led by Hengtong Optic-Electric with a net inflow of 298 million yuan [2] - In terms of capital inflow ratios, Changfei Optical Fiber, Shenglu Communication, and Hengtong Optic-Electric had the highest net inflow rates at 36.14%, 10.11%, and 9.21% respectively [3] Group 2 - The top gainers in the Terahertz concept included Hengtong Optic-Electric with a 7.96% increase, and Tianyin Electromechanical with a 9.17% increase, while the top losers included Taihao Technology with a 3.04% decrease [4] - The overall performance of the Terahertz concept was part of a broader market trend, with various sectors experiencing mixed results, such as Rare Earth Permanent Magnets rising by 4.88% and the Horse Racing concept declining by 0.49% [2]

Core Viewpoint - Wuhan is accelerating the construction of a modern industrial system led by technological innovation, with the optoelectronic information industry as its leading sector, currently valued at 756.6 billion yuan, aiming to become the first trillion-level industrial cluster in the city [1][13]. Industry Overview - The optoelectronic information industry in Wuhan has achieved a growth rate of 15.4% in the first half of the year, indicating a significant transformation driven by AI technology [4]. - Wuhan has become the world's largest production base for optical fibers and cables, with Changfei Optical Fiber and Cable Co., Ltd. leading globally in the core business areas of optical fiber preform, fiber, and cable [5]. Technological Advancements - The AI-driven technological revolution is accelerating, with special optical fibers, optical modules, and AI servers becoming strategic infrastructure [6]. - The demand for optical modules has surged due to the explosion of AI large models, with companies like Huagong Zhengyuan achieving a 128% year-on-year growth in overseas sales of optical modules [7]. AI Integration - The integration of AI in the semiconductor display industry has led to significant improvements in production efficiency, with AI applications reducing development cycles to days and increasing fault handling efficiency by 62% [8]. - The AI+ action plan in Wuhan focuses on the optoelectronic information industry as a key area for industrial renewal, with innovations in laser technology and AI applications enhancing production processes [10]. Future Prospects - Wuhan is striving to become a benchmark city for digital transformation in manufacturing, leveraging its strengths in the optoelectronic sector to break through industry limitations [11]. - The city is also making strides in the integrated circuit industry, with a notable increase in the production of semiconductor wafers and electronic components, reflecting the resilience of its industrial base [12].

Group 1 - Changfei Fiber (601869) saw its stock price rise over 20%, reaching a historical high of 44.86 HKD during trading, with a current price of 43.96 HKD and a trading volume of 1.22 billion HKD [1] - Nvidia announced the launch of NVIDIA Spectrum-XGS Ethernet, a technology that enables the combination of multiple distributed data centers into a one-gigawatt AI super factory, addressing the limitations of existing commercial Ethernet networks [1] - Open-source securities highlighted that the scale-across technology could become the "third pillar" of AI computing, following scale-up and scale-out, which will further drive the development of AI computing interconnect industries, emphasizing the opportunities in optical interconnect and related sectors [1] Group 2 - Zhongtai Securities reported that hollow-core fiber, which uses air as a transmission medium, features lower latency and lower loss, making it a key component for future AI data center interconnects [2] - The first commercial use of hollow-core fiber by China Mobile is expected to accelerate the commercialization process, with Changfei Fiber being the sole bidder at an actual bid price of approximately 36,000 RMB per core kilometer [2] - The report emphasizes the importance of Changfei Fiber due to its leading production capacity in hollow-core technology and its successful bids in related projects [2]

Group 1 - Changfei Fiber Optic Cable (06869) saw its stock price rise over 20%, reaching a historical high of 44.86 HKD during trading, with a current price of 43.96 HKD and a trading volume of 1.22 billion HKD [1] - NVIDIA announced the launch of NVIDIA® Spectrum-XGS Ethernet, a technology that enables the combination of multiple distributed data centers into a one-gigawatt AI super factory, addressing the limitations of existing commercial Ethernet infrastructure [1] - Open-source securities highlighted that the scale-across technology could become the "third pillar" of AI computing, following scale-up and scale-out, and emphasizes the importance of optical interconnect and related industry opportunities [1] Group 2 - Zhongtai Securities reported that hollow-core fiber, which uses air as a transmission medium, has lower latency and loss, making it a key component for future AI data center interconnects [2] - The first commercial use of hollow-core fiber by China Mobile is expected in July 2025, with Changfei Fiber being the sole bidder at an actual bid price of approximately 36,000 RMB per core kilometer [2] - The report emphasizes the leading capacity level of Changfei Fiber in hollow-core technology and its successful bids in related projects [2]

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with notable performances from various companies [1] - Robotech reached a 20% limit up, while Dekoli surged over 14% [1] - Other companies such as Zhongji Xuchuang and Juguang Technology saw increases of over 13% and 10% respectively [1] Group 2 - Cambridge Technology and Changfei Optical Fiber both hit the 10% limit up [1] - New Yisheng rose over 9%, while companies like Changxin Bochuang and Shijia Photon increased by over 8% [1] - Several other firms, including Hengtong Optical, Huimiao Technology, and Mingpu Optoelectronics, saw gains of over 6% [1]