Financial Performance - The company's operating revenue for Q1 2025 was CNY 2,893,750,963, representing a 21.23% increase compared to CNY 2,386,939,536 in the same period last year[3] - Net profit attributable to shareholders reached CNY 151,696,565, a significant increase of 161.91% from CNY 57,920,130 year-over-year[3] - Basic and diluted earnings per share both increased to CNY 0.20, reflecting a 150.00% rise from CNY 0.08 in the same quarter last year[3] - Operating profit for Q1 2025 was CNY 118,994,812, significantly higher than CNY 41,302,014 in Q1 2024, marking an increase of 187.5%[19] - Net profit for Q1 2025 totaled CNY 183,921,717, compared to CNY 45,035,506 in Q1 2024, representing an increase of 309.5%[19] - The company reported a total comprehensive income of ¥189,340,364 for the first quarter of 2025, a substantial rise from ¥2,621,404 in the same quarter of 2024[21] Cash Flow and Investments - The net cash flow from operating activities surged to CNY 435,507,010, marking a 318.57% increase compared to CNY 104,046,501 in the previous year[3] - Operating cash flow for the first quarter of 2025 was ¥435,507,010, up from ¥104,046,501 in the first quarter of 2024, indicating a growth of approximately 318%[23] - The company incurred a net cash outflow from investing activities of ¥318,911,257 in Q1 2025, compared to a net outflow of ¥238,302,608 in Q1 2024[25] - The financing activities resulted in a net cash outflow of ¥171,325,875 in Q1 2025, contrasting with a net inflow of ¥442,927,674 in the same quarter of the previous year[25] - The company received cash inflows from investments totaling ¥2,050,304,038 in Q1 2025, significantly higher than ¥310,025,385 in Q1 2024, indicating a growth of approximately 558%[25] Assets and Liabilities - Total assets at the end of the reporting period were CNY 31,979,056,140, a slight increase of 0.80% from CNY 31,726,719,925 at the end of the previous year[3] - Total assets as of March 31, 2025, amounted to CNY 31,979,056,140, up from CNY 31,726,719,925 at the end of 2024[14] - Total liabilities increased to CNY 16,606,243,832 as of March 31, 2025, compared to CNY 16,145,428,036 at the end of 2024[16] - Shareholders' equity as of March 31, 2025, was CNY 15,372,812,308, down from CNY 15,581,291,889 at the end of 2024[16] Shareholder Information - The company reported a total of 25,630 common shareholders at the end of the reporting period[7] - Major shareholders include China Huaxin Post and Telecommunication Technologies Co., Ltd., holding 23.73% of shares, and Holland Draka Communication Technology Co., Ltd., also holding 23.73%[7] Research and Development - R&D expenses for Q1 2025 were CNY 176,104,643, an increase from CNY 156,132,152 in Q1 2024, reflecting a growth of 12.8%[19] Non-Recurring Items - Non-recurring gains and losses totaled CNY 108,447,951, with significant contributions from government subsidies and asset disposals[5]

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-022 长飞光纤光缆股份有限公司（以下简称"公司"）董事会近日收到副董事长、 非独立董事 Philippe Claude Vanhille（菲利普•范希尔）先生的辞职报告。菲利普 •范希尔先生因工作原因申请辞去公司非独立董事及战略委员会委员的职务，辞 任将在公司股东大会选举产生新任董事后生效。 菲利普•范希尔先生自 2013 年 5 月加入公司董事会以来，对公司经营业务的 持续发展及战略举措的成功实施做出了卓越的贡献，公司董事会对菲利普•范希 尔先生表示衷心的感谢。菲利普•范希尔先生与公司董事会并无不同意见，亦无 与其辞职有关的事项需要提请公司股东注意。 公司于 2025 年 4 月 29 日召开第四届董事会第十三次会议，审议通过了《关 于补选非独立董事的议案》，经公司提名及薪酬委员会审核通过，公司董事会提 名 Hamavand Rayomand Shroff（哈马万德•施罗夫）先生为公司第四届董事会非 独立董事候选人，并提请公司 2024 年年度股东大会审议。哈马万德•施罗夫先生 任期自公司股东大会审议通过之日起至第四届董事会任期届满之日止 ...

管治篇 环境篇 社会篇 关键绩效表 ESG 指标索引 GRI 可持续发展报告指引 读者意见反馈表 1 | 管治篇 | | 社会篇 | | | --- | --- | --- | --- | | 落实责任管理 | 23 | 品质卓越保障 | 59 | | 强化合规建设 | 27 | 智造创新驱动 | 69 | | 践行商业道德 | 30 | 可持续供应链 | 77 | | | | 共促人才发展 | 81 | | | | 善行助力公益 | 96 | | 关键绩效表 | 101 | | --- | --- | | ESG指标索引 | 106 | | GRI可持续发展报告指引 | 119 | | 读者意见反馈表 | 120 | 关于本报告 领导致辞 董事会声明 关于长飞 行业引领及社会认可 可持续发展亮点绩效 管治篇 环境篇 社会篇 关键绩效表 ESG 指标索引 GRI 可持续发展报告指引 读者意见反馈表 2 3 关于本报告 领导致辞 董事会声明 关于长飞 行业引领及社会认可 可持续发展亮点绩效 管治篇 环境篇 社会篇 关键绩效表 ESG 指标索引 GRI 可持续发展报告指引 读者意见反馈表 | 关于本报告 | 0 ...

Financial Performance - The company's operating revenue for Q1 2025 reached RMB 2,893,750,963, representing a year-on-year increase of 21.23% compared to RMB 2,386,939,536 in the same period last year[6] - Net profit attributable to shareholders of the listed company was RMB 151,696,565, a significant increase of 161.91% from RMB 57,920,130 in the previous year[6] - The net profit after deducting non-recurring gains and losses was RMB 43,248,614, up 77.07% from RMB 24,424,437 in the same period last year[6] - Basic and diluted earnings per share were both RMB 0.20, reflecting a 150% increase from RMB 0.08 in the same period last year[6] - Total comprehensive income for the period was RMB 189,340,364, a significant increase from RMB 2,621,404 in the previous year[30] Cash Flow - The net cash flow from operating activities was RMB 435,507,010, showing a remarkable increase of 318.57% compared to RMB 104,046,501 in the previous year[6] - The company generated RMB 2,050,304,038 in cash inflows from investing activities, a significant increase from RMB 310,025,385 in the previous year[34] - The company reported a net cash outflow from financing activities of RMB 171,325,875, compared to a net inflow of RMB 442,927,674 in the same period last year[36] Assets and Liabilities - Total assets at the end of the reporting period were RMB 31,979,056,140, a slight increase of 0.80% from RMB 31,726,719,925 at the end of the previous year[8] - Total current assets amounted to RMB 14,762,657,122, an increase from RMB 14,617,127,375 as of December 31, 2024, reflecting a growth of approximately 1%[24] - Total non-current assets reached RMB 17,216,399,018, slightly up from RMB 17,109,592,550, indicating a growth of about 0.62%[24] - Total current liabilities were RMB 11,089,260,007, up from RMB 10,345,045,977, marking an increase of about 7.17%[25] - Total liabilities increased to RMB 16,606,243,832 from RMB 16,145,428,036, reflecting a rise of approximately 2.85%[25] - The company's total equity as of March 31, 2025, was RMB 15,372,812,308, a decrease from RMB 15,581,291,889, indicating a decline of about 1.34%[25] Shareholder Information - The total number of shareholders at the end of the reporting period was 25,630, indicating a stable shareholder base[14] - The top shareholder, China Huaxin Post and Telecommunication Technology Co., Ltd., held 179,827,794 shares, representing 23.73% of the total shares[14] Research and Development - Research and development expenses increased to RMB 176,104,643, up from RMB 156,132,152, reflecting a year-over-year increase of 12.8%[29] Investment Performance - The company experienced a loss from investments of RMB 56,240,534, compared to a loss of RMB 44,737,463 in the prior year, indicating a worsening in investment performance[29] Other Information - The company has not disclosed any significant new strategies or product developments during the reporting period[19] - Cash and cash equivalents at the end of the period totaled RMB 3,178,364,164, down from RMB 4,081,413,660 at the end of the previous year[36] - The cash and cash equivalents stood at RMB 3,241,311,366, down from RMB 3,292,561,410, representing a decrease of approximately 1.55%[24] - The inventory increased to RMB 3,389,716,009 from RMB 3,175,767,390, showing a growth of about 6.71%[24] - The company reported a decrease in long-term borrowings to RMB 4,455,074,920 from RMB 4,790,701,086, a reduction of approximately 6.99%[25]

Financial Performance - Total revenue for the year ended December 31, 2024, was approximately RMB 12,197.4 million, a decrease of approximately 8.7% compared to the previous year[11]. - Gross profit was approximately RMB 3,330.1 million, with a gross profit margin of 27.3%[11]. - Profit attributable to equity shareholders of the Company was approximately RMB 675.9 million, representing a decrease of approximately 47.9%[11]. - Revenue from domestic business decreased by approximately 10.4% compared to the prior year, while overseas revenue decreased by approximately 5.1%[11]. - Revenue in 2023 was RMB 13,353 million, down from RMB 13,830 million in 2022[13]. - Gross profit in 2023 was RMB 3,272 million, compared to RMB 3,243 million in 2022[15]. - Profit for the year in 2023 was RMB 1,177 million, down from RMB 1,161 million in 2022[17]. - In 2024, the Company's operating income was approximately RMB 12,197.4 million, a decrease of approximately 8.7% compared to RMB 13,352.8 million in 2023[34]. - The net profit attributable to shareholders of the parent company was approximately RMB 675.9 million, representing a decrease of approximately 47.9% compared to RMB 1,297.4 million in 2023[34]. - Revenue from optical communication products was approximately RMB 7,867.1 million, a decrease of 12.8% compared to RMB 9,021.2 million in 2023, accounting for 64.5% of total revenue[72]. Business Operations and Strategy - The Company has a comprehensive product portfolio serving over 100 countries and regions[3]. - The Company designs and produces specialty optical fibres and cables tailored to customer specifications[3]. - The Company completed the acquisition of RFS Germany and RFS Suzhou in April 2024, further optimizing its international production capacity[36]. - Revenue from diversified businesses, excluding optical fibre preform, optical fibre, and optical cable, exceeded 40% of total revenue in 2024[40]. - The Company has established eight production facilities in six countries, enhancing its global production portfolio[36]. - The Company has formed several world-leading test networks for hollow-core fibre transmission technology, laying a solid foundation for its industrialization[41]. - The Company aims to enhance its position as a global leader by focusing on cost efficiency, technology, and processes, while delivering high-quality products and services[48]. - The Company is committed to expanding its international market presence by deepening collaborations with key customers and enhancing operational efficiency of its international production facilities[52]. - The Company has established three investment funds with total assets under management of RMB 3 billion to foster the synergistic development of the industrial chain[46]. Research and Development - The company plans to increase R&D investment, focusing on cutting-edge technology, particularly in the development of innovative optical fiber technology, including hollow-core fiber[49]. - The optical quartz component R&D and industrialization project is expected to commence operation in the first half of 2025[40]. - The company has been recognized for its advanced hollow-core fiber preparation technology and has established multiple leading test networks for its industrialization[43]. - The company has successfully developed and piloted new optical fiber technologies, including hollow-core optical fiber, which has potential applications in AI data centers and high-frequency financial transactions[170]. Market Trends and Projections - The demand for G.654.E optical fibre is expected to continue growing due to its application in telecom backbone network upgrades[23]. - The global demand for optical fibres and optical cables is projected to resume growth in 2025, with a stable annual growth rate of approximately 4% from 2025 to 2029[23]. - The gross profit margin is projected to increase from 24.5% in 2023 to 27.3% in 2024[20]. - The net profit margin is expected to decline from 9.7% in 2023 to 5.5% in 2024[20]. - The return on equity is forecasted to decrease from 8.1% in 2023 to 3.9% in 2024[20]. Financial Position and Cash Flow - The total assets are anticipated to grow from RMB 29,142,344,000 in 2023 to RMB 31,726,720,000 in 2024[20]. - The average inventory turnover days are expected to increase from 110.4 days in 2023 to 125.9 days in 2024[20]. - The average trade and bills receivables turnover days are projected to rise from 159.3 days in 2023 to 177.8 days in 2024[20]. - The Group's gearing ratio as of December 31, 2024, was 41.4%, up from 31.6% in 2023, indicating increased leverage[98]. - Net cash generated from operating activities increased by approximately RMB 268.9 million, primarily due to intensified efforts in the recovery of accounts receivable[108]. - Net cash used in investing activities decreased by approximately RMB 314.8 million, mainly due to a reduction in capital expenditures compared to the previous year[109]. - Net cash generated from financing activities decreased by approximately RMB 668.7 million, attributed to lower investments in fixed assets and intangible assets[109]. Leadership and Governance - Mr. Ma Jie has been the Chairman of the Company since January 24, 2017, and has extensive experience in strategic management and operations[196]. - Mr. Guo Tao was appointed as a non-executive director on January 17, 2020, and has held various strategic roles in major telecommunications companies[198]. - Mr. Philippe Claude Vanhille has been a non-executive Director since December 19, 2013, and served as the Executive Vice-President of Telecom Division of Prysmian Group until December 2024[199]. - The Company has a strong leadership team with significant experience in the telecommunications sector, enhancing its strategic direction and operational management[198]. - The leadership team is expected to drive future growth and innovation within the Company, particularly in the telecommunications market[199].

长飞光纤：2025年一季度净利润1.52亿元，同比增长161.91%。 ...

Group 1 - The concept stocks related to copper cable high-speed connections are active in early trading [1] - Derun Electronics (002055) reached the daily limit increase [1] - Bochuang Technology (300548) rose over 10% [1] Group 2 - Changfei Optical Fiber (601869), Xianying Technology (301067), and Xinya Electronics (605277) also experienced gains [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 長飛光纖光纜股份有限公司 (i) 上市發行人已收取其在是次股份發行或庫存股份出售或轉讓應得的全部款項； 呈交日期： 2025年4月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601869 | 說明 | A股 (於上海證券交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 ...

Group 1 - A batch of patent applications from Changfei Optical Fiber and Cable Co., Ltd. has entered an accelerated examination channel, reducing the authorization time from 2-3 years to 2-3 months [1] - The Wuhan Intellectual Property Protection Center recognized the high-value attributes of the patents and conducted on-site assessments to help optimize the patent layout and improve quality [1][2] - The average examination cycle for rapid pre-examination cases has been shortened by 70%, with batch pre-examination applications receiving authorization in 2-3 months [1][2] Group 2 - The rapid patent protection system has significantly supported Changfei's technological innovation and market positioning, allowing quicker confirmation of intellectual property rights [2] - As of the end of 2024, the Wuhan Intellectual Property Protection Center has registered 2,422 entities, with 68.5% being high-tech enterprises, and has processed 12,824 rapid pre-examination cases [2] - The center has been approved as a pilot unit for batch pre-examination of invention patent applications, completing 23 batches of 158 cases related to key technology fields [3]

将投中网设为"星标⭐"，第一时间收获最新推送 在本次举办的"长飞天使基金"发布会上，长飞基金管理合伙人、总经理刘斌首次系统披露了这家产业资本五年来的 CVC 进阶路径，从"产业协 同"向"生态赋能"的价值跃迁。作为全球光纤龙头长飞集团旗下 CVC 平台，长飞基金凭借独特的"战略定力 + 创新魄力"模式，已跻身投中 2024 年度 中国最具成长潜力私募股权投资机构十强。 长飞基金的CVC进阶之路，是战略定力与创新魄力的结合，更是对中国硬科技崛起的坚定回应。 来源丨 投中网 4 月 24 日，由全球光通信龙头企业长飞光纤光缆股份有限公司（ 简称："长飞光纤"或"长飞集团"，股票代码： 601869.SH ， 06869.HK ）旗下长 飞基金主导设立的湖北省长飞天使创业投资基金合伙企业（有限合伙）（简称"长飞天使基金"），正式对外发布并启动投资运营。 （长飞天使基金合伙人代表共同点亮发布仪式） 该基金总规模达 6 亿元人民币，由长飞基金联合楚天凤鸣、长三角（嘉兴）母基金、武汉产业基金、武鄂协同基金、光谷合伙人基金，及产业方长飞光 纤、博创科技共同出资设立。基金将瞄准多元化硬科技领域，重点关注具备技术壁垒的早期项目 ...