长飞光纤(601869.SH)发布公告，公司股东长江通信因自身经营发展需要，拟自公告披露之日起15个交 易日后的3个月内，通过集中竞价交易方式减持公司A股股份合计不超过110万股、不超过公司股份总数 的0.15%。 ...

长飞光纤(601869)今日下跌5.56%，全天换手率7.76%，成交额27.08亿元，振幅18.36%。龙虎榜数据显 示，机构净卖出8522.18万元，沪股通净卖出9361.61万元，营业部席位合计净买入6211.31万元。 资金流向方面，今日该股主力资金净流出235.72万元，其中，特大单净流出1049.80万元，大单资金净流 入814.09万元。近5日主力资金净流入6057.96万元。 融资融券数据显示，该股最新（9月3日）两融余额为8.07亿元，其中，融资余额为8.02亿元，融券余额 为515.40万元。近5日融资余额合计增加1.59亿元，增幅为24.68%。融券余额合计增加74.25万元，增幅 16.83%。 8月30日公司发布的半年报数据显示，上半年公司共实现营业收入63.84亿元，同比增长19.38%，实现净 利润2.96亿元，同比下降21.71%。（数据宝） 长飞光纤9月4日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 沪股通专用 | 11272.98 | | | 买二 | 中信证 ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-039 长飞光纤光缆股份有限公司 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 | 股东名称 | 武汉长江通信产业集团股份有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 □否 | | | 直接持股 5%以上股东 | √是 | | | | 董事、监事和高级管理人员 | □是 | √否 | | 持股数量 | 119,937,010股 A 股 | | | | 持股比例 | 15.82% | | | | 当前持股股份来源 | IPO 前取得：119,937,010股 | | | 一、减持主体的基本情况 1 重要内容提示： 股东持股的基本情况 截至本公告披露日，武汉长江通信产业集团股份有限公司（以下简称"长江 通信"）持有长飞光纤光缆股份有限公司（以下简称"公司"）119,937,010 股 A 股股份，占公司总股本的 15.82%。上 ...

转自：证券时报 人民财讯9月4日电，长飞光纤(601869)9月4日晚间公告，持股15.82%的股东长江通信拟15个交易日后的 3个月内，通过集中竞价交易方式。减持公司A股股份合计不超过110万股，不超过公司股份总数的 0.15%。 MACD金叉信号形成，这些股涨势不错！ ...

长飞光纤9月4日公告，公司持股5%以上股东武汉长江通信产业集团股份有限公司因自身经营发展需 要，计划自公告披露之日起15个交易日后的3个月内，通过集中竞价交易方式减持公司A股股份不超过 110万股，即不超过公司总股本的0.15%。 ...

长飞光纤公告，持股15.82%的股东武汉长江通信产业集团股份有限公司计划于2025年9月26日至2025年 12月26日，采取集中竞价方式减持公司IPO前取得的A股不超过110万股，占公司总股本0.15%。 ...

Core Viewpoint - Changfei Fiber (601869.SH) announced that its shareholder, Changjiang Communication, plans to reduce its holdings of the company's A-shares by up to 1.1 million shares, which does not exceed 0.15% of the total shares, within three months after a 15 trading day notice period [1] Summary by Relevant Sections - Shareholder Action - Changjiang Communication intends to reduce its stake in Changfei Fiber through centralized bidding transactions [1] - The reduction will occur within three months following the 15 trading day notice period [1] - Shareholding Details - The total number of shares to be reduced is capped at 1.1 million [1] - This reduction represents a maximum of 0.15% of the total shares of the company [1]

Core Viewpoint - Changfei Fiber's net profit attributable to shareholders for the first half of 2025 was 296 million yuan, a year-on-year decrease of 21.71%, indicating short-term pressure on performance while focusing on the application of new optical fiber products [1] Group 1: Financial Performance - The company reported a net profit of 296 million yuan for H1 2025, down 21.71% year-on-year [1] - Expected net profits for 2025, 2026, and 2027 are projected to be 982 million yuan, 1.038 billion yuan, and 1.106 billion yuan respectively, with corresponding PE ratios of 70x, 66x, and 62x [1] Group 2: Market Demand and Opportunities - The telecommunications market demand is slowing, prompting the company to enhance the quality and efficiency of its main business [1] - Major North American cloud service providers, including Microsoft, Google, META, and Amazon, are projected to have a total capital expenditure of approximately 95.8 billion USD in Q2 2025, a year-on-year increase of about 64%, indicating an optimistic outlook for overall demand [1] - The ongoing construction of domestic and international data centers is expected to drive steady growth in demand for the company's related products [1] Group 3: Strategic Focus - The company is seizing structural market opportunities by actively expanding the widespread application of new optical fiber products [1] - The evolution of data center demand is anticipated to position the company as a core beneficiary [1]

Core Viewpoint - Changfei Fiber's net profit attributable to shareholders for the first half of 2025 is 296 million yuan, a year-on-year decrease of 21.71%, indicating short-term pressure on performance while focusing on the application of new optical fiber products [1] Group 1: Financial Performance - The net profit for Changfei Fiber in 2025H1 is 296 million yuan, down 21.71% year-on-year [1] - Expected net profits for 2025-2027 are projected to be 982 million yuan, 1.038 billion yuan, and 1.106 billion yuan respectively, with corresponding PE multiples of 70x, 66x, and 62x [1] Group 2: Market Demand and Opportunities - The telecommunications market demand is slowing, prompting the company to enhance the quality and efficiency of its main business [1] - Major North American cloud service providers, including Microsoft, Google, META, and Amazon, are projected to have a total capital expenditure of approximately 95.8 billion USD in Q2 2025, a year-on-year increase of about 64%, indicating an optimistic outlook for annual demand [1] - The ongoing construction of domestic and international data centers is expected to drive steady growth in demand for the company's related products [1] Group 3: Strategic Focus - The company is seizing structural market opportunities and actively expanding the broad application of new optical fiber products [1] - The evolution of data center demand is anticipated to position the company as a core beneficiary [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長飛光纖光纜股份有限公司 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06869 | 說明 | 長飛光纖光纜 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 351,566,794 | RMB | | | 1 RMB | | 351,566,794 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 351,566,794 | RMB | | | 1 RMB | | 351,566,794 | | 2. 股份分類 | ...