证券代码：603042 证券简称：华脉科技 公告编号：2026-004 南京华脉科技股份有限公司 关于对外投资的公告 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： 投资标的名称：芯慧微电子（山东）有限公司（以下简称"芯慧微"或"目 标公司"） 交易概述：本公司拟以人民币 1 亿元认购芯慧微新增注册资本 85.5854 万元， 交易完成后，上市公司持有芯慧微 6.4103%的股权，不纳入合并报表范围。 本次交易已经公司第四届董事会第二十五次会议审议通过，无需提请股东 会批准。 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 目标公司新产品尚处于研发阶段，产品的创新性强、技术难度高，可能存 在研发周期延长或研发结果不及预期的风险。目标公司产品研发所需资金投 入规模较大，需依赖股权融资和既有产品销售及其回款；若目标公司后续融 资能力不足，可能影响研发、流片进度。在未来的经营过程中，目标公司可 能会面临行业变化、市场竞争、经营管理以及不可抗力等风险，本次投资的 收益具有不确定性 ...

证券代码：603042 证券简称：华脉科技 公告编号：2026-003 南京华脉科技股份有限公司 时约定该合同项下的债务担保方式为华脉光电所有股东按持股比例提供连带责 任保证担保并签订相应的保证合同。 关于为控股子公司提供担保的进展公告 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： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | | 实际为其提供的担保余额 | | 是否在前期 | 本次担保 是否有反 | | --- | --- | --- | --- | --- | --- | --- | | | | | （不含本次担保金额） | | 预计额度内 | | | | | | | | | 担保 | | 江苏华脉光电科 技有限公司 | 320 | 万元 | | 1,944.83 万元 | 是 | 否 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股子公 司对外担保总额（万元） | 4,640.00 | | 对外担保总额占上 ...

Core Viewpoint - The optical fiber and cable sector is experiencing a strong performance, with multiple companies reaching their daily price limits [1] Group 1: Market Performance - The optical fiber and cable sector is showing significant strength, with companies such as Hanlan Co., Tongding Interconnection, Huamai Technology, Changfei Optical Fiber, Hengtong Optic-Electric, and Farsens hitting the daily limit [1] - Other notable stocks with substantial gains include Tongguang Cable, Far East Holdings, Hangzhou Electric, and Guangku Technology [1]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年2月24日，华脉科技（sh603042）触及涨停，涨停价20.1元，涨幅10.02%，总市值32.28亿元，流 通市值32.28亿元，截止发稿，总成交额3.05亿元。 根据喜娜AI异动分析，华脉科技涨停原因可能如下，业务多元化+子公司业绩改善+公司治理规范： 1、 公司作为信息通信网络基础设施解决方案提供商，近期新增电子元器件、智能机器人等高增长领域业 务，符合国家政策方向，业务多元化拓展为公司带来新的增长点。子公司华脉光电2025年前三季度净利 润达1204万元，较2024年大幅增长，业绩显著改善。 2、公司治理规范，各项议案合规通过，独立董事 出具无保留意见，治理透明 ...

Group 1 - The 6G index experienced a 3% increase during trading, indicating positive market sentiment towards the sector [1] - Tianfu Communication saw a significant rise of 14.89%, highlighting strong performance among the component stocks [1] - Other notable performers included Changjiang Communication and Huagong Technology, which both reached the daily limit up, and Hengtong Optic-Electric with a gain of 9.56%, while Huamai Technology increased by 9.14% [1]

Core Viewpoint - The optical fiber sector is experiencing significant growth, driven by unprecedented demand for high-performance optical fibers and cables due to the global AI wave and the need for low latency and high bandwidth [1] Industry Summary - Optical fiber concept stocks are on the rise, with companies like Hangzhou Dianzi, Tianfu Communication, Hengtong Optic-Electric, Changjiang Communication, Fenghuo Communication, Tongguang Cable, and Huamai Technology seeing substantial gains [1] - According to Huatai Securities, the price of G.652.D single-mode optical fiber in the Chinese market is expected to reach a seven-year high of 35 yuan per core kilometer by January 2026, with a monthly increase of over 75% in January alone [1] - Guotai Junan Securities indicates a confirmed upward trend in the optical fiber industry's pricing cycle, with prices of scattered fibers rising significantly due to increased overseas demand for G657A2 and reduced supply of G652D, leading to longer delivery times [1] - Anticipation of price increases is supported by upcoming procurement from telecom and mobile operators, as well as heightened pre-Spring Festival inventory demands, suggesting that major domestic clients are likely to accept price hikes [1] - The sector is expected to benefit from the price surge, with leading domestic optical fiber and cable manufacturers like Yangtze Optical Fiber, Hengtong Optic-Electric, and Zhongtian Technology poised to gain from the explosive demand and price trends [1]

Group 1 - The company has signed a maximum guarantee contract with Jiangsu Bank Taizhou Branch to support the operations of Jiangsu Huamai Optoelectronics Technology Co., Ltd, with a total guarantee amount of 4 million RMB, where the company guarantees 40% [1] - The company has approved a guarantee limit of up to 90 million RMB for Huamai Optoelectronics, with a current balance of 19.984 million RMB in guarantees provided, leaving a remaining available guarantee limit of 46.8 million RMB [2][8] - The guarantee is necessary for the operational and liquidity needs of the subsidiary, aligning with the company's overall development strategy and ensuring controllable risk [6] Group 2 - The board of directors approved the guarantee proposal with unanimous support, emphasizing the company's absolute control over the subsidiary and the manageable financial risks involved [7] - The cumulative external guarantee balance of the company and its subsidiaries is 19.984 million RMB, which accounts for 2.22% of the latest audited net assets, with no overdue guarantees reported [8]

证券日报网讯 2月13日，华脉科技发布公告称，截至本公告披露日，公司及其控股子公司累计实际对外 担保余额为1998.40万元（不含本次担保），均为公司对控股子公司提供的担保，累计对外担保余额占 公司最近一期经审计净资产的2.22%，无逾期对外担保。 （编辑 袁冠琳） ...

证券代码：603042 证券简称：华脉科技 公告编号：2026-002 南京华脉科技股份有限公司 关于为控股子公司提供担保的进展公告 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： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | | 实际为其提供的担保余额 | | 是否在前期 | 本次担保 是否有反 | | --- | --- | --- | --- | --- | --- | --- | | | | | （不含本次担保金额） | | 预计额度内 | | | | | | | | | 担保 | | 江苏华脉光电科 技有限公司 | 400 | 万元 | | 1,998.40 万元 | 是 | 否 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股子公 司对外担保总额（万元） | 4,320 | | 对外担保总额占上市公司最近一期经 审计净资产的比例（%） | 4.80 | | 特别风险提示 | 无 | | 其他风险提示 | ...

Market Performance - The stock price of Huamai Technology (603042) has shown significant fluctuations in the past week, with a trend of rising and then correcting. On February 6, the closing price was 18.89 yuan, with a daily increase of 1.12% and a trading volume of 472 million yuan, resulting in a turnover rate of 15.23% [1] - On February 9, the stock reached an intraday high of 19.29 yuan, marking a daily increase of 2.12%, but saw a net outflow of 537,900 yuan in main funds. The closing price on February 10 was 19.29 yuan, with a daily decrease of 1.13% and a trading volume of 416 million yuan, leading to a turnover rate of 13.23% and a significant net outflow of 65.01 million yuan compared to the previous day [1] - Over the past five days, the cumulative increase was 6.87%, with a price fluctuation of 10.51%, indicating high market trading activity but notable capital divergence, as both large and extra-large orders showed net outflows [1] Recent Events - On February 4, Huamai Technology appeared on the "Dragon and Tiger List" due to a daily turnover rate reaching 20%, with a stock price increase of 5.98% and a trading volume of 821 million yuan. The net buying on the Dragon and Tiger List was 61.17 million yuan, indicating a short-term influx of concentrated funds [2] - In terms of margin trading, on February 9, the financing purchase was 38.38 million yuan, while financing repayment was 51.70 million yuan, resulting in a net sell of 13.32 million yuan. The margin trading balance was 191 million yuan, down 6.51% from the previous day, reflecting a cautious attitude from leveraged funds [2] Financial Report Analysis - The company's performance in 2025 is expected to remain under pressure, with revenue for the first three quarters at 577 million yuan, a year-on-year decrease of 5.07%. The net profit attributable to the parent company was a loss of 36.38 million yuan, an increase in loss of 343.88% year-on-year [3] - The annual performance forecast for 2025 indicates an expected net loss attributable to the parent company between 72 million yuan and 58 million yuan, with a non-recurring net profit loss expected between 82 million yuan and 68 million yuan. This is primarily due to intensified industry competition and declining gross margins [3] - The annual report is scheduled to be disclosed on April 21, 2026, and the current loss situation may suppress market sentiment [3]