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港股异动 | 长飞光纤光缆(06869)再涨超13%创新高 年内股价已累计飙升2.5倍
智通财经网· 2025-08-19 03:31
Group 1 - Changfei Fiber Optics (06869) has seen its stock price rise over 13%, reaching a new high of 43.02 HKD, with a cumulative increase of 2.5 times this year [1] - The company reported a trading volume of 839 million HKD at the time of writing, with a current price of 43 HKD, reflecting a 13.64% increase [1] - Zhongtai Securities highlighted 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] Group 2 - The report indicates that the compound annual growth rate (CAGR) for hollow-core fiber is expected to reach 56.52% over the next six years, as it is still in the early stages of commercialization [1] - Corning anticipates that the rapid expansion of DCI (Data Center Interconnect) business will create a market opportunity worth 1 billion USD by the end of 2030 [1] - China Mobile's first hollow-core fiber has officially entered commercial use, which may lead domestic demand and accelerate the commercialization process [1] Group 3 - Changfei Fiber Optics is the sole bidder for the project, with the actual winning bid approximately 36,000 RMB per core kilometer [1] - The company is noted for its leading production capacity in hollow-core technology and has already secured contracts in related projects [1] - The commercialization process is expected to accelerate with the launch of China Mobile's first hollow-core fiber by July 2025 [1]
长飞光纤: 长飞光纤光缆股份有限公司2024年年度A股权益分派实施公告
Zheng Quan Zhi Xing· 2025-08-18 16:30
Core Points - The company announced a cash dividend of 0.268 yuan per share (including tax) for A shares [1][2] - The total cash dividend distribution amounts to 203,118,569 yuan (including tax) based on the total share capital of 757,905,108 shares [2] - The dividend distribution plan was approved at the annual shareholders' meeting held on June 30, 2025 [1] Distribution Plan - The cash dividend of 0.268 yuan per share will be distributed to all A share shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on August 25, 2025 [2] - The dividend will not include stock dividends or capital reserve transfers, with remaining undistributed profits carried forward to the next year [2] - The relevant dates for the dividend distribution are as follows: - Record date: August 25, 2025 - Last trading day: August 26, 2025 - Ex-dividend date: August 26, 2025 [2] Implementation Method - The cash dividends for A share shareholders will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited [2] - H share shareholders will have a separate dividend distribution arrangement, which will be detailed in a future announcement [3] - The company will directly distribute cash dividends to specific shareholders, including China Huaxin Postal and Telecommunications Technology Co., Ltd. and Wuhan Yangtze Communication Industry Group Co., Ltd. [3] Taxation Information - For individual shareholders holding A shares for more than one year, dividend income is temporarily exempt from individual income tax [4] - For QFII shareholders, a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.2412 yuan per share [5][6] - For Hong Kong investors, the company will withhold a 10% tax on dividends until further identification data is provided [5][6]
长飞光纤:2024年年度权益分派实施公告
Zheng Quan Ri Bao· 2025-08-18 13:36
证券日报网讯 8月18日晚间,长飞光纤发布公告称,2024年年度利润分配方案为A股每股现金红利0.268 元(含税),股权登记日为2025年8月25日,除权(息)日及现金红利发放日均为2025年8月26日。本公 司H股股东的分红派息实施不适用本公告。 (文章来源:证券日报) ...
长飞光纤光缆(06869) - 海外监管公告 - 《长飞光纤光缆股份有限公司2024年年度A股权益分...
2025-08-18 12:09
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 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《長飛光纖光纜股份有限公司2024年 年度A股權益分派實施公告》,僅供參閱。 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,二零二五年八月十八日 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 ...
长飞光纤(601869) - 长飞光纤光缆股份有限公司2024年年度A股权益分派实施公告
2025-08-18 11:15
证券代码:601869 证券简称:长飞光纤 公告编号:临 2025-034 长飞光纤光缆股份有限公司 2024年年度A 股权益分派实施公告 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: 每股分配比例 A 股每股现金红利0.268元(含税) 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | A股 | 2025/8/25 | - | 2025/8/26 | 2025/8/26 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 30 日的2024年年度股东大会审议通过。 股东大会的决议公告已刊登在《中国证券报》《上海证券报》《证券时报》《证券日 报》以及上海证券交易所网站(www.sse.com.cn)、香港交易及结算所有限公司披 露易网站(www.hkexnews.hk)和公司网站(www.yofc.com)上。 二、 分配方案 截至股权登记日下午上海证券交易所 ...
长飞光纤光缆涨超9% AI驱动数据中心互联需求增加 市场关注空芯光纤机遇
Zhi Tong Cai Jing· 2025-08-18 06:34
消息面上,中泰证券(600918)指出,空芯光纤以空气为传输介质,其具备更低时延和更低损耗两种主 要特性,是未来AI数据中心互联的主要品种。2025年7月中国移动(600941)首条空芯光纤商用或标志 商用化进程有望加快,长飞光纤唯一中标人,实际中标价约3.6万元/芯公里。该行称,重点关注长飞光 纤(空芯技术产能水平领先,并已在相关项目中标)等。中信证券也表示,随着AI驱动数据中心互联 需求的增加,光纤产业加速演进,海外大厂加速布局空芯光纤,看好其技术标准化带动规模化应用不断 落地。 长飞光纤(601869)光缆(06869)涨超9%,年内股价已累涨2.1倍。截至发稿,涨9.02%,报37.48港元, 成交额9.37亿港元。 ...
港股异动 | 长飞光纤光缆(06869)涨超9% AI驱动数据中心互联需求增加 市场关注空芯光纤机遇
智通财经网· 2025-08-18 06:33
智通财经APP获悉,长飞光纤光缆(06869)涨超9%,年内股价已累涨2.1倍。截至发稿,涨9.02%,报 37.48港元,成交额9.37亿港元。 消息面上,中泰证券指出,空芯光纤以空气为传输介质,其具备更低时延和更低损耗两种主要特性,是 未来AI数据中心互联的主要品种。2025年7月中国移动首条空芯光纤商用或标志商用化进程有望加快, 长飞光纤唯一中标人,实际中标价约3.6万元/芯公里。该行称,重点关注长飞光纤(空芯技术产能水平 领先,并已在相关项目中标)等。中信证券也表示,随着AI驱动数据中心互联需求的增加,光纤产业 加速演进,海外大厂加速布局空芯光纤,看好其技术标准化带动规模化应用不断落地。 ...
攻坚筑牢生态支点美丽湖北厚植发展“含绿量”
Core Viewpoint - Hubei Province is committed to ecological priority and green development, aiming to enhance its ecological carrying capacity while achieving economic growth, with a focus on pollution prevention and environmental protection [2][15]. Group 1: Ecological Protection and Development - Hubei Province has established a long-term mechanism for ecological environment protection, ensuring high-level protection and high-quality development [6][18]. - The province has implemented the "Ten Major Actions for High-Quality Protection of the Yangtze River," prioritizing ecological restoration [18]. - Hubei's economic output surpassed 6 trillion yuan in 2024, with a growth rate of 5.8%, supported by a focus on green and low-carbon development [21]. Group 2: Pollution Prevention Efforts - Hubei has made significant progress in pollution prevention, with continuous improvement in ecological quality and the establishment of a comprehensive water pollution prevention strategy [11][20]. - The province has achieved 100% compliance in drinking water source protection at the county level, with overall water quality in major rivers rated as good [11][20]. - Air quality has improved significantly over the past three years, with collaborative efforts in air pollution control across provinces [20]. Group 3: Community Engagement and Volunteerism - Hubei has seen a rise in environmental volunteerism, with over 24,000 volunteers participating in various ecological protection activities [13]. - The province has developed a robust volunteer service mechanism, enhancing community involvement in environmental protection [13][14]. - The spirit of volunteerism is becoming a cultural norm in Hubei, contributing to the overall ecological conservation efforts [14]. Group 4: Innovative Financial Solutions for Green Development - Hubei has pioneered the integration of carbon trading with financial services, allowing companies to use carbon credits as collateral for loans to purchase green electricity [23]. - The province's carbon market has achieved a transaction volume exceeding 10 billion yuan, facilitating the transition from ecological benefits to economic gains [23]. - Innovative projects, such as the collaboration between the Wuhan Carbon-Financial Service Center and local companies, are driving energy efficiency improvements and carbon reduction [21][23].
中国光谷企业近3年申报研发费用加计扣除金额年均增长30.7%
Core Insights - The article highlights the significant advancements and achievements in the optical fiber and cable industry in China, particularly in the Wuhan East Lake New Technology Development Zone, known as "Optical Valley" [1][2]. Group 1: Industry Achievements - China has achieved multiple global firsts in the optical fiber and cable sector, including the world's largest optical fiber preform and the highest drawing speed, producing over 10,000 kilometers of fiber [2]. - Longhua Fiber has maintained the highest global market share in the optical fiber and cable industry for nine consecutive years, with overseas business accounting for over 30% for four years [2]. - The number of national-level specialized and innovative enterprises in Optical Valley has reached 173, ranking fourth among national high-tech zones [8]. Group 2: Tax Incentives and Support - Over the past three years, tax authorities have provided more than 20 billion yuan in tax incentives to enterprises in Optical Valley, significantly boosting their growth [3]. - The number of enterprises applying for R&D expense deductions has increased annually, with 5,692 companies reported in 2024, reflecting a 16.35% average annual growth [3]. - Longhua Fiber has benefited from approximately 1.5 billion yuan in tax reductions over five years, allowing for increased R&D investment [2]. Group 3: Compliance and Risk Management - The establishment of the "Optical Valley Tax Aid Station" aims to enhance compliance and reduce tax-related risks for companies, providing one-stop services for tax assistance and legal support [4][5]. - Companies like Wuhan Dameng Database have implemented comprehensive internal management systems to ensure tax compliance, supported by local tax authorities [4]. Group 4: Talent Development and Innovation - Optical Valley has launched new talent policies and a global talent service system to attract high-end talent, with tax incentives for technology transfer and innovation [7]. - In the past three years, tax incentives for technology achievement cash rewards have benefited 1,224 individuals, encouraging talent to settle and innovate in Optical Valley [7].
奋勇争先,决战决胜“十四五”|因地制宜发展新质生产力——“武汉造”攀高逐新活力足
Ren Min Ri Bao· 2025-08-16 04:06
Core Insights - Wuhan's He Yuan Biotechnology Co., Ltd. has received approval from the National Medical Products Administration for its recombinant human albumin injection, which is aimed at treating liver cirrhosis with hypoalbuminemia, showcasing the city's innovation capabilities [1] - The high-tech manufacturing sector in Wuhan experienced a 15.7% year-on-year increase in added value in the first half of the year, accounting for 24.6% of the total industrial added value [1] - Wuhan is focusing on transforming traditional industries and nurturing emerging sectors, with a goal to build a modern industrial system and enhance competitive advantages [1][5] Traditional Industry Transformation - Dongfeng Motor Corporation, headquartered in Wuhan, has developed a new energy vehicle equipped with the DF30 chip, which has passed cold climate testing and is set for mass production next year [1] - The automotive industry is a pillar of Wuhan's economy, with new energy vehicle production exceeding 168,000 units in the first half of the year, marking a 152% year-on-year increase [2] Emerging Industry Development - Wuhan's optical electronics sector is a key strength, with the East Lake High-tech Development Zone expanding its innovation and industrial chains [2] - Changfei Optical Fiber and Cable Co., Ltd. has launched air-core optical fibers, significantly enhancing signal transmission speed [2] - The "Optical-Core-Screen-End-Network" industry in the East Lake area has surpassed 600 billion yuan in scale [2] Future Industry Layout - Wuhan is making strides in the field of brain-computer interfaces, having launched medical service pricing for this technology and completed the first implant surgery in Central China [4] - The city is targeting 13 sub-sectors, including brain-computer interfaces and humanoid robots, to establish a competitive future industry development hub [4] Government Support and Vision - The government is actively supporting the automotive industry's technological advancements through collaborative efforts among various stakeholders [2] - Wuhan aims for an annual growth rate of over 20% in emerging industries, reflecting its commitment to enhancing quality and efficiency [3] - The local government emphasizes the importance of technological innovation in building a modern industrial system and achieving high-quality development [5]