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。 Yangtze Optical Fibre and Cable Joint Stock Limited Company* 長飛光纖光纜股份有限公司 （於中華人民共和國註冊成立之股份有限公司） 關連交易 監事根據二零二五年員工持股計劃認購標的股票 茲提述長飛光纖光纜股份有限公司（「本公司」）日期為二零二五年三月二十八日的 公告（「該公告」）、本公司日期為二零二五年六月四日的通函（「該通函」）及本公 司日期為二零二五年六月三十日的股東週年大會表決結果公告（「股東週年大會結 果」），內容有關採納二零二五年員工持股計劃。除另有指明外，於本公告內所用 詞彙應具有該公告及該通函所界定的相同涵義。 完成二零二五年員工持股計劃項下所回購A股轉讓 董事會欣然宣佈，於二零二五年八月七日，本公司接獲中國證券登記結算有限責 任公司出具的《過戶登記確認書》，確認6百萬股A股股票以非交易過戶的形式過戶 至二零二五年員工持股計劃名下 ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-032 长飞光纤光缆股份有限公司 2025 年员工持股计划第一次持有人会议决议公告 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。 长飞光纤光缆股份有限公司（以下简称"公司"）2025 年员工持股计划（以 下简称"2025 年员工持股计划"、"本员工持股计划"或"员工持股计划"） 第一次持有人会议（以下简称"本次会议"或"会议"）于 2025 年 8 月 6 日在 公司会议室以现场结合通讯表决方式召开，本次会议由公司副总裁兼董事会秘书 郑昕先生召集和主持，本次会议应出席持有人 212 人，实际出席本次会议的持有 人共计 212 人，代表 2025 年员工持股计划份额 10,182 万份，占公司 2025 年员 工持股计划份额总数的 100%。本次会议的召集、召开和表决程序符合相关法律 法规、规范性文件及本员工持股计划的有关规定，会议及决议合法有效。本次会 议以记名投票表决方式，审议通过了以下议案： 一、审议通过了《关于设立公司 2025 年员工持股计划管理委员 ...

证券代码：601869 证券简称：长飞光纤 公告编号：临 2025-033 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。 公司将持续关注本员工持股计划的实施进展情况，并按照相关法律法规规定 及时履行信息披露义务。敬请广大投资者注意投资风险。 长飞光纤光缆股份有限公司（以下简称"公司"）于 2025 年 3 月 28 日召开 了第四届董事会第十二次会议、第四届监事会第八次会议，审议通过了《关于公 司<2025 年员工持股计划（草案）>及其摘要》等长飞光纤光缆股份有限公司 2025 年员工持股计划（以下简称"2025 年员工持股计划"或"本员工持股计划"） 相关议案。上述议案后经公司于 2025 年 6 月 30 日召开的 2024 年年度股东大会 审议通过。具体内容详见公司于 2025 年 3 月 29 日及 2025 年 7 月 1 日在上海证 券交易所网站（www.sse.com.cn）披露的相关公告。 特此公告。 根据《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易所 上市公司自律监管指引第 1 号——规范运 ...

Core Viewpoint - Changfei Fiber Optics (06869) saw a significant increase in stock price, rising over 8% in late trading, with a current price of 30.96 HKD and a trading volume of 1.118 billion HKD, driven by strong performance in the optical communication sector reported by Corning [1] Company Performance - Corning reported Q2 revenue of 4.05 billion USD, a year-on-year increase of 12% [1] - The optical communication segment achieved revenue of 1.57 billion USD in Q2, reflecting a 41% year-on-year growth, and net profit reached 247 million USD, up 73% year-on-year [1] Industry Trends - Jiangsu Securities highlighted that Corning's growth in optical communication is driven by both enterprise and operator network businesses, indicating a robust market demand for multi-mode optical fibers, which are more profitable than single-mode fibers [1] - The "scale-up" trend in OIO optical interconnection solutions is expected to unlock significant growth potential in enterprise networks [1] - Guojin Securities noted that the AI industry chain's performance and capital expenditure have exceeded expectations, with strong ongoing demand for AI computing hardware [1] - Tianfeng Securities reported that Changfei Fiber has made substantial progress in various fields, including optical modules, optical devices, third-generation semiconductors, marine engineering, and industrial lasers [1]

Core Viewpoint - The Korea Trade Commission has made a preliminary affirmative ruling on anti-dumping measures against single-mode optical fibers originating from China, suggesting a temporary anti-dumping duty of 43.35% on specific Chinese companies and other manufacturers/exporters [1] Group 1: Anti-Dumping Investigation - The investigation was initiated on March 7, 2025, focusing on single-mode optical fibers from China [1] - The dumping investigation period is set from July 1, 2023, to June 30, 2024, while the injury investigation period spans from January 1, 2021, to December 31, 2024 [1] Group 2: Affected Companies - The companies affected by the ruling include Hengtong Optic-Electric Co., Ltd., Yangtze Optical Fibre and Cable Joint Stock Limited Company, and Hangzhou Jinxingtong Optical Fiber Technology Co Ltd., along with their affiliates and other Chinese manufacturers/exporters [1] - The products under investigation fall under the Korean tax code 9001.10.0000, excluding low-loss fiber bundles, cables, and single-mode fibers specified as G.652.D primarily used for optical equipment [1]

Market Performance - The three major indices collectively strengthened, with the Shanghai Composite Index rising by 0.96% to surpass the 3600-point mark, the Shenzhen Component Index increasing by 0.59%, and the ChiNext Index up by 0.39%. The total trading volume in the Shanghai and Shenzhen markets was approximately 1.60 trillion yuan [2]. Military Industry - The military sector showed outstanding performance, with North China Long Dragon (301357.SZ) rising over 14%, Great Wall Military Industry (601606.SH) hitting the daily limit of 10%, and other companies like Construction Industry (002265.SZ) and Aileda (300696.SZ) also experiencing significant gains. The "14th Five-Year Plan" is entering its final phase, and events like the August 1st Army Day and the September 3rd military parade are driving a reshaping of the military industry [3]. PEEK Materials and Robotics - PEEK materials and robotics concepts gained strength, with Xinhan New Materials (301076.SZ) rising by 20%, Huami New Materials (836247.BJ) up over 12%, and Zhongxin Fluorine Materials (002915.SZ) increasing by 10%. The stock Weixin New Materials (688585.SH) resumed trading and hit the daily limit of 20%, having accumulated over 1300% growth since July [3]. Communication Equipment and AI Demand - The communication equipment sector and liquid cooling server concepts also performed well, with Changxin Bochuang (300548.SZ) rising over 13% to reach a historical high, and Yidong Electronics (301123.SZ) increasing by over 10%. Major tech companies like Microsoft, Google, Meta, and Amazon reported high capital expenditures (CAPEX) for Q2 2025, totaling approximately $95 billion, a year-on-year increase of 67% and a quarter-on-quarter increase of 24% [4]. Banking and Securities Sector - The banking and securities sectors performed well, with companies like Shanghai Pudong Development Bank (600000.SH) and Xinda Securities (601059.SH) experiencing significant gains. Recent government policies aimed at personal consumption loan interest subsidies and service industry loan interest subsidies are expected to boost consumption and small businesses, indicating a supportive stance towards bank interest margins [5]. Weak Performers - The traditional Chinese medicine and film sectors showed weakness, with Qizheng Tibetan Medicine (002287.SZ) dropping by 9.98% and Xingfu Blue Ocean (300528.SZ) declining over 6%. Some innovative drug concepts also faced downturns, with companies like Qianfang Biology (688221.SH) and Hite Biology (300683.SZ) experiencing declines [5].

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7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8月5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 | ...

Core Insights - The copper cable high-speed connection concept has seen a rise of 2.60%, ranking fourth among concept sectors in terms of growth [1] - Within this sector, 39 stocks increased in value, with Changfei Optical Fiber hitting the daily limit, and stocks like Changxin Bochuang, Yidong Electronics, and Xinke Materials showing significant gains of 13.44%, 10.31%, and 8.06% respectively [1][2] - Conversely, Mingpu Optoelectronics and New Asia Electronics experienced declines of 2.48% and 1.36% respectively [1][5] Market Performance - The copper cable high-speed connection sector attracted a net inflow of 1.553 billion yuan, with 32 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows [2] - Xinke Materials led the net inflow with 346 million yuan, followed by Changxin Bochuang, Taicheng Light, and Zhongtian Technology with net inflows of 284 million yuan, 189 million yuan, and 167 million yuan respectively [2][3] Fund Flow Ratios - Xinke Materials, Shenglan Co., and Baosheng Co. had the highest net inflow ratios at 23.54%, 13.01%, and 10.57% respectively [3][4] - The trading volume and turnover rates for leading stocks in the copper cable high-speed connection sector indicate strong investor interest, with Xinke Materials showing a turnover rate of 21.29% [3][4]

Market Performance - The communication equipment sector rose by 1.88% on August 5, with Cheng Tian Wei Ye leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers - Cheng Tian Wei Ye (300689) closed at 56.72, up 19.99% with a trading volume of 81,900 shares and a transaction value of 418 million yuan [1] - Changxin Bochuang (300548) closed at 95.40, up 13.44% with a trading volume of 428,100 shares [1] - Dongxin Heping (002017) closed at 27.16, up 10.00% with a trading volume of 1,210,700 shares and a transaction value of 3.101 billion yuan [1] Other Notable Performers - Changfei Optical Fiber (601869) and Rihai Intelligent (002313) both saw increases of 10.00% and 9.98% respectively [1] - The overall trading volume and transaction values for other companies in the sector also showed significant activity, with several companies exceeding 1 billion yuan in transaction value [1] Fund Flow Analysis - The communication equipment sector experienced a net inflow of 2.68 billion yuan from institutional investors, while retail investors saw a net outflow of 2.55 billion yuan [2][3] - Major stocks like Dongxin Heping and Changxin Bochuang attracted significant net inflows from institutional investors, indicating strong interest [3] Summary of Individual Stock Performance - Dongxin Heping had a net inflow of 482 million yuan from institutional investors, representing 15.54% of its trading volume [3] - Changxin Bochuang also saw a net inflow of 304 million yuan, accounting for 7.79% of its trading volume [3] - In contrast, several stocks experienced net outflows from retail investors, highlighting a divergence in investment behavior between institutional and retail participants [3]

消息面上，隔夜英伟达昨晚收涨3.62%报每股180美元，再创收盘新高。国金证券近日研报指出，海外 AI产业链业绩及资本开支超预期，AI算力硬件需求持续强劲。全球AI产业链公司陆续公布2025Q2业 绩，很多公司AI业绩超预期，Meta及微软也发布了超预期的Q2业绩，并对2026年资本开支展望乐观。 值得注意的是，长飞光纤光缆近期公告指出，公司注意到近期市场对算力数据中心相关光纤光缆产品， 尤其是空芯光纤关注度较高。与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小，其 中，空芯光纤作为行业前沿产品，其应用目前仍处于早期阶段，尚未形成规模销售、尚未形成稳定的价 格及利润水平。空芯光纤从早期试用验证到规模商用仍需产品及产业链进一步成熟，目前相关业务尚未 对公司财务数据产生明显影响，后续发展存在不确定性。 长飞光纤（601869）光缆(06869)涨超6%，近一个月股价累涨超五成，公司A股今日涨停。截至发稿， 涨6.21%，报30.46港元，成交额11.87亿港元。 ...