Core Viewpoint - Changfei Fiber Optics experienced a significant stock price increase of 6.9% on August 22, reaching 60.28 CNY per share, with a trading volume of 559 million CNY and a turnover rate of 2.38%, resulting in a total market capitalization of 45.687 billion CNY [1] Company Overview - Changfei Fiber Optics Co., Ltd. is a leading global provider of optical fiber preform, optical fiber, optical cable, and comprehensive solutions, located in Wuhan, Hubei Province [1] - The company produces and sells a variety of standard optical fiber preforms, optical fibers, and optical cables widely used in the telecommunications industry, serving over 70 countries and regions worldwide [1] - Changfei Fiber was listed on the Hong Kong Stock Exchange in December 2014 and on the Shanghai Stock Exchange in July 2018, making it the only company in China's optical fiber and cable industry and the first in Hubei Province to be listed in both markets [1] Financial Performance - For the period from January to March 2025, Changfei Fiber achieved an operating revenue of 2.894 billion CNY, representing a year-on-year growth of 21.23% [1] - The net profit attributable to shareholders for the same period was 152 million CNY, showing a remarkable year-on-year increase of 161.91% [1] - As of March 31, the number of shareholders for Changfei Fiber was 25,600, with an average of 29,600 circulating shares per person [1]

Core Viewpoint - On August 21, 2023, Changfei Fiber Optic Cable (06869) experienced a decline of 6.97% in its stock price, trading at 39.8 yuan per share with a transaction volume of 363 million yuan [1] Group 1: Company Overview - Changfei Fiber Optic Cable Co., Ltd. is a leading global provider of optical fiber preforms, optical fibers, optical cables, and integrated solutions [1] - The company produces and sells a variety of standard optical fiber preforms, optical fibers, and optical cables widely used in the telecommunications industry, serving over 70 countries and regions [1] - The company was listed on the Hong Kong Stock Exchange in December 2014 and on the Shanghai Stock Exchange in July 2018, making it the only company in China's optical fiber and cable industry to be listed in both markets, as well as the first in Hubei Province [1] Group 2: Financial Performance - As of the first quarter of 2025, Changfei Fiber Optic Cable reported total revenue of 2.894 billion yuan and a net profit of 152 million yuan [2]

证券之星消息，8月20日通信设备板块较上一交易日上涨0.62%，光迅科技领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000063 | 中兴通讯 | 14.67 Z | 11.09% | -4.35 Z | -3.29% | -10.32 Z | -7.81% | | 002281 | 光迅科技 | 8.53 Z | 17.57% | -4.43 Z | -9.13% | -4.10 Z | -8.44% | | 002583 | 海能达 | 7.20 Z | 34.87% | -3.63 Z | -17.59% | -3.57 Z | -17.29% | | 002792 通宇通讯 | | 3.40 Z | 21.06% | -1.56亿 | -9.67% | -1.84亿 | ...

格隆汇8月19日丨长飞光纤光缆(06869.HK)公告，谨定于2025年8月29日(星期五)举行董事会会议，以审 议集团截至2025年6月30日止6个月的中期业绩，及处理其他事项。 ...

格隆汇8月19日丨长飞光纤光缆(06869.HK)公告，谨定于2025年8月29日(星期五)举行董事会会议，以审 议集团截至2025年6月30日止6个月的中期业绩，及处理其他事项。 ...

（股份代號：6869） 董事會會議召開日期 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的股份有限公司） 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。 * 僅供識別 長飛光纖光纜股份有限公司Yangtze Optical Fibre and Cable Joint Stock Limited Company*（「本公司」，及其附屬公司，統稱「本集團」）董事會（「董事會」）茲通告 謹定於二零二五年八月二十九日（星期五）舉行董事會會議，以審議本集團截至二 零二五年六月三十日止六個月的中期業績，及處理其他 ...

截至8月19日收盘，铜缆高速连接概念上涨1.84%，位居概念板块涨幅第7，板块内，31股上涨，兆龙互 连、汇绿生态、金田股份等涨幅居前，分别上涨11.46%、8.54%、7.02%。跌幅居前的有鼎通科技、胜 蓝股份、新亚电子等，分别下跌6.15%、5.19%、4.07%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 2.62 | 兵装重组概念 | -1.86 | | 动物疫苗 | 2.47 | PEEK材料 | -1.35 | | 禽流感 | 2.45 | 中船系 | -1.32 | | F5G概念 | 1.88 | 互联网保险 | -1.11 | | 华为海思概念股 | 1.87 | 中芯国际概念 | -0.82 | | 乳业 | 1.85 | 光刻胶 | -0.74 | | 铜缆高速连接 | 1.84 | 国家大基金持股 | -0.70 | | 智能音箱 | 1.82 | 脑机接口 | -0.64 | | 华为欧拉 | 1.82 | BC电池 | -0.63 | | 共封装光学(CPO) ...

8月19日上午，A股市场盘初走高，短线跳水后持续震荡。截至午间收盘，上证指数、深证成指均涨0.3%，创业板指涨0.39%。 全市场半日成交额达1.68万亿元，超3200只个股上涨。 盘面上，上午通信、计算机、食品饮料、房地产等板块走强，光模块、稀土、白酒、华为鸿蒙等概念股活跃；国防军工、非银金融、石油石化等板块回 调。 | Wind热门概念指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 稀土 | 白酒 | 光模块(CPO) | 光通信 | 4.74% | 4.56% | 3.38% | 3.43% | | 华为鸿蒙 | 光芯片 | 饮料制造 | 消费电子代工 | 2.87% | 2.86% | 2.86% | 2.69% | | 稀有金属 | 华为鲲鹏 | PEEK材料 | 光刻机 | -0.69% | -0.71% | 2.67% | 2.58% | | 化学原料 | 玻璃纤维 | 航母 | 挖掘机 | -0.83% | -0.86% | -0.87% | -0.95% | | 军工信息化 | 中航系 | 大飞机 ...

Market Overview - A-shares opened higher on August 19, with the Shanghai Composite Index and Shenzhen Component Index both up by 0.3%, and the ChiNext Index up by 0.39% at midday [2] - The total market turnover reached 1.68 trillion yuan, with over 3,200 stocks rising [3] Sector Performance - Strong sectors included telecommunications, computers, food and beverage, and real estate, while defense, non-bank financials, and oil and petrochemicals experienced pullbacks [3] - Notable gainers included: - Optical modules up 4.74% - Rare earths up 4.56% - Liquor up 3.43% [4] Hong Kong Market - The Hong Kong market also saw a synchronized fluctuation, with the Hang Seng Index up by 0.19%, the Hang Seng Tech Index up by 0.1%, and the Hang Seng China Enterprises Index up by 0.13% [5] Pharmaceutical Sector - The pharmaceutical sector experienced a surge, particularly in innovative drugs, with several stocks hitting the daily limit up [6][7] - Key stocks included: - Tuo Jing Life up 20.01% - Fu Rui Shares up 20.00% - Bo Ji Pharmaceutical up 19.98% [8] Optical Module Industry - The optical module industry is expected to enter a prosperous cycle starting in 2025, with significant growth anticipated in 2026 [10] - Domestic optical module giants have established a strong foothold in the global market, particularly through partnerships with North American cloud providers [10] AI and Robotics Development - Shanghai has launched an initiative to accelerate the integration of AI in manufacturing, aiming to implement smart applications in 3,000 manufacturing enterprises [12][13] - The initiative includes the deployment of industrial robots in high-risk and repetitive tasks to enhance production efficiency and safety [13] Stock Movements in AI and Robotics - Stocks related to AI and robotics saw significant gains, with companies like Nan Fang Precision Engineering hitting the daily limit up and reaching historical highs [14][15] - Notable performers included: - Far East Holdings up 10.03% - Chongda Technology up 9.99% - Shanghai Mechanical and Electrical up 9.99% [16] Smartphone Market Trends - The Chinese smartphone market saw a 4.1% decline in Q2, with a total shipment of 68.86 million units, marking the end of six consecutive quarters of growth [17] - Huawei regained the top position among manufacturers after four years, followed by Vivo, OPPO, Xiaomi, and Apple [17]

Group 1 - Changfei Fiber (601869) and its cable (06869) have seen a price increase of over 13%, reaching a new high of 43.02 HKD, with a cumulative increase of 2.5 times this year [1] - Zhongtai Securities (600918) highlights that hollow-core fiber, which uses air as a transmission medium, has lower latency and loss, making it a key product for future AI data center interconnections [1] - The compound annual growth rate (CAGR) for hollow-core fiber is expected to reach 56.52% over the next six years, with Corning projecting a market opportunity of 1 billion USD by the end of 2030 due to rapid expansion in DCI business [1] Group 2 - China Mobile (600941) has officially launched its first hollow-core fiber, which may lead domestic demand trends, with Changfei and Hengtong making technological breakthroughs and cost reductions to promote large-scale applications [1] - The commercial launch of China Mobile's first hollow-core fiber in July 2025 may accelerate the commercialization process, with Changfei Fiber being the sole bidder at an actual bid price of approximately 36,000 RMB per core kilometer [1] - The focus is on Changfei Fiber, which leads in hollow-core technology capacity and has already won bids for related projects [1]