长飞光纤光缆公布，Draka Comteq B.V.于 2025 年 7 月 29 日通过香港联交所大宗交易方式出售上市公司 37,595,255 股 H 股股份，占上市公司剔除回购专用证券账户中股份数量后的总股本的 5.00%。本次权益 变动后，Draka Comteq B.V.持有上市公司股份比例由 15.00%下降至 10.00%。 智通财经APP获悉，香港联交所最新资料显示，8月4日，长飞光纤光缆(06869)股东将股票由港股通(沪) 转入法国巴黎银行，转仓市值4.22亿港元，占比4.47%。 ...

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

资金流向方面，今日主力资金净流入5739.22万元，占比成交额6.82%。其中，超大单净流入4136.23万 元、占成交额4.92%，大单净流入1602.99万元、占成交额1.91%，中单净流出流入971.58万元、占成交 额1.15%，小单净流出6710.79万元、占成交额7.98%。 长飞光纤最新一期业绩显示，截至2025一季报，公司营业总收入28.94亿元、同比增长21.23%，归属净 利润1.52亿元，同比增长161.91%，扣非净利润4324.86万元，同比增长77.07%，流动比率1.331、速动比 率1.026、资产负债率51.93%。 金融界消息 截至2025年8月4日收盘，长飞光纤（601869）报收于51.82元，上涨2.15%，换手率4.01%， 成交量16.30万手，成交金额8.41亿元。 通过天眼查大数据分析，长飞光纤光缆股份有限公司共对外投资了43家企业，参与招投标项目2943次， 知识产权方面有商标信息223条，专利信息1733条，此外企业还拥有行政许可402个。 来源：金融界 天眼查商业履历信息显示，长飞光纤光缆股份有限公司，成立于1988年，位于武汉市，是一家以从事计 算机、 ...

Core Viewpoint - Longi Green Energy has shown significant trading activity in the recent days, indicating investor interest and potential market movements [1] Financing Activity - On August 1, Longi Green Energy recorded a financing buy amount of 0.81 billion, ranking 208th in the market [1] - The financing repayment amount on the same day was 1.43 billion, resulting in a net sell of 61.78 million [1] - Over the last three trading days, the financing buy amounts were 1.15 billion, 2.21 billion, and 0.81 billion respectively [1] Securities Lending - On August 1, the company had a securities lending sell of 5600 shares, with a net sell of 4200 shares [1]

转自：中国质量报 为破解这些难题，湖北省市场监管局提出三大行动路径：一是激活企业主力军作用，通过政策激励和能 力建设，破解企业"不敢做、不会做"国际标准的难题；二是打造产业标准共同体，构筑"光谷标准高 地"，贯通产学研标转化链；三是构筑开放合作枢纽，拓展标准国际化"新蓝海"，深化与ISO/IEC国内技 术对口单位战略合作。 市场监管总局标准创新司司长肖寒对本次活动给予高度评价。他认为此次对接推进活动组织高效、对接 精准、成效显著，为解决企业标准化难题提供了务实高效的平台。他表示，将全力支持湖北省承担重要 国际标准化组织（如ISO、IEC）的国内技术对口分支机构建设，为湖北省深度参与全球标准治理、取 得国际标准化工作新突破提供强有力支撑。 湖北省市场监管局相关负责人表示，将以此次活动为重要契机，全面梳理企业提出的标准需求清单，安 排专人提供跟踪服务。未来，湖北省将持续优化政策环境，加强信息共享和技术交流平台建设，引导和 支持更多企业将创新成果转化为标准，以高标准支撑高水平开放和高质量发展，为湖北加快建设全国构 建新发展格局先行区、提升支点功能提供坚实的标准化支撑。 活动期间，3场专题对接活动同步开展，为不同产业 ...

Group 1 - The core viewpoint of the news highlights that US tech stocks have significantly exceeded expectations, leading to a surge in AI-related industries in Hong Kong and A-shares [1] - Longxin Fiber's stock in Hong Kong surged nearly 19%, reaching a seven-year high, while its A-share hit the limit up, achieving a two-day consecutive rise [1] - Over the past three trading days, Longxin Fiber's A-shares have accumulated a rise of over 32%, while its Hong Kong shares have increased by nearly 50% [1] Group 2 - Since February of last year, Longxin Fiber's Hong Kong shares have increased by over 336%, rising from a low of 6.442 HKD to a high of 30.25 HKD [2] - Longxin Fiber reported a revenue of 12.197 billion CNY last year, a year-on-year decrease of approximately 8.65%, and a net profit of about 676 million CNY, down approximately 47.91% year-on-year [7] - However, in the first quarter of this year, Longxin Fiber's performance improved, with revenue of 2.894 billion CNY, a year-on-year increase of 21.23%, and a net profit of 125 million CNY, a year-on-year increase of 161.91% [8] Group 3 - Longxin Fiber indicated that the hollow fiber technology is still in the early stages of commercialization, with no significant impact on financial data yet [11] - Corning, a global leader in fiber optics, reported a strong performance in its second-quarter earnings, with optical communications revenue of 1.57 billion USD, a year-on-year increase of 41% [12] - The "Scale-up" opportunity in optical communications is expected to further open growth space for the industry, with significant investment opportunities in the AI computing power supply chain [16]

格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科 技涨超9%，中际旭创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 ...

A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科技涨超9%，中际旭 创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | 1 | 10.02 | 113亿 | | 603083 | 剑桥科技 | 来 | 10.01 | 146亿 | | 601869 | 长飞光纤 | | 10.00 | 405亿 | | 301205 | 联特科技 | | 9.55 | 136亿 | | 603773 | 沃格光电 | | 6.74 | 64.41亿 | | 300308 | 中际旭创 | 1 | 6.41 | 2490亿 | | 301165 | 锐捷网络 | 1 | 4.65 | 515亿 | | 300394 | 天孚通信 | 来 | 4.50 | 826亿 | | 872808 | 曙光数创 | 来 | 4.19 | 120亿 | | 600601 | 方正科技 | 来 | 3.48 | 261亿 | | 30 ...

Group 1: Market Performance - The computing power sector experienced significant gains on July 31, with stocks such as Invec, Changfei Fiber, and Hewei Electric seeing consecutive increases, while Chunzhong Technology and Siquan New Materials reached their daily limit [1] - Notable stock performances included Invec (002837.SZ) with a price of 40.21, up 10.01%, and a market cap of 338.70 billion; Hewei Electric (603063.SS) at 37.90, also up 10.01%, with a market cap of 172.28 billion [2] Group 2: Industry Developments - Meta announced an increase in its capital expenditure forecast for 2025 to between 66 billion and 72 billion, driven by investments in talent, infrastructure, data centers, and energy to support the evolving AI competition [4] - Microsoft reported fourth-quarter revenue of 76.44 billion, exceeding analyst expectations, and projected capital expenditures for the next fiscal year to exceed 30 billion [4] - The Ministry of Industry and Information Technology in China emphasized the acceleration of high-quality development in computing power infrastructure during the release of the National Information Development Report (2024) [4] Group 3: Institutional Insights - Guosheng Securities noted that some CSP manufacturers have revised their annual expenditure forecasts upward, indicating a high demand for computing power, with light communication becoming a crucial component of AI infrastructure [5] - According to招商证券, there is a noticeable trend of computing power demand overflow from leading overseas manufacturers, with significant growth in international business for top IDC companies [5] - Huachuang Securities highlighted the rapid iteration of AI large models and smart hardware applications driving a surge in demand for high-performance servers, GPUs, and advanced PCBs [5]

格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科 技涨超9%，中际旭创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | � | 10.02 | 113亿 | | 603083 | 剑桥科技 | 报 | 10.01 | 146亿 | | 601869 | 长飞乐红 | 부 | 10.00 | 405亿 | | 301205 | 联特科技 | | 9.55 | 136亿 | | 603773 | 沃格光电 | | 6.74 | 64.41亿 | | 300308 | 中际旭创 | 1 | 6.41 | 2490亿 | | 301165 | 锐捷网络 | 1 | 4.65 | 515亿 | | 300394 | 天孚通信 | 年 | 4.50 | 826亿 | | 872808 | 曙光数创 | 长 | 4.19 | 120亿 | | 600601 | 方正科技 | 资 | 3.48 | 261亿 | | ...