Group 1 - The core viewpoint of the article highlights the strong performance of computing hardware stocks, particularly in the PCB sector, with Dongshan Precision rising over 7% to reach a historical high and a total market capitalization exceeding 85 billion [1] - The article notes that other companies in the sector, such as Tongguan Copper Foil, have also seen significant gains, with a 20% limit up, and several others like Jinan Guoji, Yihua New Materials, Honghe Technology, Changguang Huaxin, Dongtian Micro, and Guanghe Technology rising over 5% [1] - The driving force behind this growth is attributed to the increasing capital expenditures of cloud service providers like Microsoft and Google, which are expected to grow over 30% year-on-year by 2025, alongside domestic companies like Alibaba and Tencent, with projected capital expenditures exceeding 120 billion and 80 billion respectively [1]

Core Viewpoint - The domestic optical chip industry is rapidly developing, driven by increasing demand for data transmission bandwidth and computing power, with significant advancements in technology and production capabilities [2][5]. Industry Development - The optical communication industry in China has entered a rapid growth phase, with domestic optical chip supply chains covering design, epitaxy, manufacturing, and testing [2]. - Companies are focusing on R&D investments to achieve self-sufficiency in key optical communication chips, including DFB, EML, and APD [2]. Company Highlights - **DecoLi**: Achieved breakthroughs in thin-film lithium niobate chips and O-Band semiconductor optical amplifier chips, securing overseas sample orders for silicon-based optical waveguide high-speed optical switches [2]. - **Changguang Huaxin**: Launched high-performance optical communication chip products, including 100G EML and 200G EML, with ongoing production and sample deliveries [3]. - **Shijia Photon**: Made significant advancements in passive optical chips and laser chips, breaking foreign technology monopolies and focusing on high-speed optical communication systems [3][6]. - **Yuanjie Technology**: Completed customer validation for 100G PAM4 EML and CW 100mW chips, with over one million units of 400G/800G silicon optical module chips shipped [4]. Market Strategy - Companies emphasize the importance of continuous R&D investment, global ecological chain collaboration, and flexible product strategies to navigate industry cycles and international competition [5][6]. - DecoLi adopts a dual-driven strategy focusing on self-research and industrial collaboration, targeting high-end optical components and expanding overseas customer channels [5][7]. - Changguang Huaxin leverages its IDM model to integrate materials, chip design, wafer manufacturing, and testing, enhancing its global market influence [6][7]. Global Expansion - The competition in the global optical chip market is intensifying, prompting Chinese companies to enhance their international competitiveness through technology innovation and capital operations [7][8]. - DecoLi has established a global integrated strategy with operations in Singapore, Canada, and Thailand, focusing on emerging fields like satellite laser communication and 6G [7]. - Shijia Photon is expanding its overseas manufacturing capabilities and targeting new applications such as gas sensing and quantum communication [8]. - Yuanjie Technology aims to enhance its global competitiveness by focusing on high-end technology breakthroughs and expanding its customer base internationally [8].

Core Viewpoint - The announcement details a change in equity ownership by a major shareholder of Suzhou Changguang Huaxin Optoelectronics Technology Co., Ltd., indicating a planned reduction in shareholding without triggering a mandatory takeover bid [1] Group 1: Shareholder Equity Change - The equity change is part of a previously disclosed share reduction plan by the shareholder, which will not trigger a mandatory takeover bid [1] - After the equity change, Guotou (Shanghai) Technology Achievement Transformation Venture Capital Fund (Limited Partnership) holds 8,813,998 shares, accounting for 5% of the company's total share capital [1] - The equity change will not alter the company's controlling shareholder or actual controller [1] Group 2: Reduction Details - The company disclosed a share reduction plan on May 15, 2025, allowing the shareholder to reduce holdings by up to 3,525,598 shares (not exceeding 2% of total share capital) from June 9, 2025, to September 8, 2025 [1] - The reduction included 755,884 shares sold through centralized bidding and 850,000 shares through block trading, totaling 1,605,884 shares, which is 0.91% of the total share capital [1] - Prior to the reduction, the shareholder held 10,419,882 shares, representing 5.91% of the total share capital [1]

Core Viewpoint - The report details the shareholding reduction of Suzhou Changguang Huaxin Optoelectronic Technology Co., Ltd. by the information disclosure obligor, Guotou (Shanghai) Technology Achievement Transformation Venture Capital Fund, which has decreased its shareholding to below 5% as of June 23, 2025 [1][2][3]. Group 1: Shareholding Changes - The information disclosure obligor has reduced its shareholding from 10,419,882 shares (5.91% of total shares) to 8,813,998 shares (5.00% of total shares) [5][6]. - The total number of shares reduced is 1,605,884, which represents a decrease of 0.91% [6][7]. - The reduction was executed through centralized bidding and block trading from June 9, 2025, to June 23, 2025 [6][7]. Group 2: Obligations and Compliance - The report confirms that the information disclosure obligor has complied with relevant laws and regulations regarding the disclosure of shareholding changes [2][3]. - The obligor has committed to ensuring that the report does not contain any false records, misleading statements, or significant omissions, and assumes legal responsibility for its authenticity and completeness [2][3]. - There are no restrictions on the rights associated with the shares held by the information disclosure obligor, such as pledges or freezes [5][6].

苏州长光华芯光电技术股份有限公司 简式权益变动报告书 上市公司名称：苏州长光华芯光电技术股份有限公司 股票上市地点：上海证券交易所 股票简称：长光华芯 股票代码：688048 信息披露义务人： 国投（上海）科技成果转化创业投资基金企业（有限合伙） 住所： 上海市杨浦区控江路 1142 号 23 幢 4064-31 室 通讯地址： 上海市杨浦区控江路 1142 号 23 幢 4064-31 室 股份变动性质：股份减持（持股比例变动至 5%以下） 签署日期：2025 年 6 月 23 日 信息披露义务人声明 第一节 释义 本报告书中，除非另有所指，以下简称在本报告书中具有以下含义： | 长光华芯、上市公司、公司 | 指 | 苏州长光华芯光电技术股份有限公司 | | --- | --- | --- | | 信息披露义务人、 | 指 | 国投（上海）科技成果转化创业投资基金 | | 国投创业基金 | | 企业（有限合伙） | | 本报告书 | 指 | 苏州长光华芯光电技术股份有限公司简式 权益变动报告书 | | 本次权益变动 | 指 | 信息披露义务人主动减持持股比例变动至 | | | | 5%以下的权益变动行为 | ...

重要内容提示： 苏州长光华芯光电技术股份有限公司 关于持股 5%以上股东权益变动触及 5%的 提示性公告 ● 本次权益变动属于股东履行此前披露的减持股份计划，不触及要约收购。 ● 本次权益变动后，国投（上海）科技成果转化创业投资基金企业（有限 合伙）（以下简称"国投创业上海基金"）持有苏州长光华芯光电技术股份有限 公司（以下简称"公司"或"长光华芯"）股份 8,813,998 股，占公司总股本的 5.00%。 ● 本次权益变动不会使公司控股股东及实际控制人发生变化。 证券代码：688048 证券简称：长光华芯 公告编号：2025-039 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、准确性和完整性依法承担法律责任。 公司近日收到国投创业上海基金出具的《简式权益变动报告书》，现将其有 关权益变动情况公告如下： 一、本次权益变动基本情况 | 企业名称 | | | 国投（上海）科技成果转化创业投资基金企业（有限合伙） | | --- | --- | --- | --- | | 企业类型 | 有限合伙企业 | | | | 注册地址 | 上海市杨浦区控江路 | 1 ...

Core Viewpoint - The legal opinion issued by Beijing Deheng (Wuhan) Law Firm confirms that the second extraordinary general meeting of Suzhou Changguanghua Optoelectronics Technology Co., Ltd. held on June 17, 2025, complied with relevant laws and regulations, and the resolutions passed during the meeting are valid [1][4][6]. Group 1: Meeting Procedures - The meeting was convened in accordance with the Company Law, Shareholders' Meeting Rules, and the company's articles of association, with a notice published 15 days prior to the meeting [4][5]. - The meeting took place as scheduled at the company's conference room, with the actual time and location consistent with the notice [4][5]. - The network voting was conducted on the same day, with specific time slots for shareholders to cast their votes [5][6]. Group 2: Attendance and Qualifications - A total of 115 shareholders and their proxies attended the meeting, representing 73,344,902 shares, which is 41.6070% of the total voting shares [5][6]. - All attending shareholders were verified as being listed on the shareholder register as of the record date, confirming their eligibility [6]. - The meeting was convened by the board of directors, and all present had the legal qualifications to attend [6]. Group 3: Proposals and Voting Procedures - No temporary proposals were raised by shareholders during the meeting [6]. - Voting was conducted through both on-site and online methods, with the agenda items consistent with those listed in the notice [6][8]. - The counting and monitoring of votes were conducted in accordance with legal and regulatory requirements [8]. Group 4: Voting Results - The special resolution to cancel the supervisory board and amend the business scope was approved with 72,694,552 votes in favor, representing 99.1132% of the valid votes [8][9]. - The ordinary resolution to change the independent directors was also approved with 73,118,619 votes in favor, representing 99.6914% of the valid votes [9]. - No objections were raised regarding the voting results, confirming their validity [9]. Group 5: Conclusion - The legal opinion concludes that all aspects of the meeting, including convening, attendance, proposals, voting procedures, and results, comply with the relevant laws and regulations, rendering the resolutions legally valid [10].

证券代码：688048 证券简称：长光华芯 公告编号：2025-038 谭少阳，男，1987 年 6 月生，中国国籍，无境外永久居留权，2016 年 1 月 毕业于中国科学院大学微电子学与固体电子学专业，博士学历。2016 年 1 月至 今就职于长光华芯，担任研发中心项目研究员；2023 年 11 月到 2025 年 6 月担 任长光华芯第二届监事会职工代表监事。 谭少阳先生持有公司 105,040 股，其与公司主要股东及公司董事、高级管理 人员不存在关联关系，未受过中国证券监督管理委员会及其他有关部门的处罚和 证券交易所惩戒。 特此公告。 苏州长光华芯光电技术股份有限公司董事会 2025 年 6 月 19 日 附件： 苏州长光华芯光电技术股份有限公司 关于选举第二届董事会职工董事的公告 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、准确性和完整性依法承担法律责任。 根据《中华人民共和国公司法》（以下简称《公司法》）、《上市公司章程 指引》（以下简称《章程指引》）、《上海证券交易所科创板上市公司自律监管 指引第 1 号——规范运作》（以下简称《规范运作》 ...

证券代码：688048 证券简称：长光华芯 公告编号：2025-037 苏州长光华芯光电技术股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 6 月 17 日 （二） 股东会召开的地点：公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 115 | | --- | --- | | 普通股股东人数 | 115 | | 2、出席会议的股东所持有的表决权数量 | 73,344,902 | | 普通股股东所持有表决权数量 | 73,344,902 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 41.6070 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 41.6070 | （四） 表决方式是否符合《公司法》及公司章 ...

北京德恒（武汉）律师事务所 2025 年第二次临时股东大会的 法律意见 武汉市洪山区欢乐大道 1 号德成国贸中心 B 座 26 层 邮编：430060 电话：(86)027-88615675 关于苏州长光华芯光电技术股份有限公司 北京德恒（武汉）律师事务所 关于苏州长光华芯光电技术股份有限公司 2025 年第二次临时股东大会的法律意见 北京德恒（武汉）律师事务所 关于苏州长光华芯光电技术股份有限公司 2025 年第二次临时股东大会的 法律意见 2025 德恒汉法意 DHWH0045 号 致：苏州长光华芯光电技术股份有限公司 苏州长光华芯光电技术股份有限公司（以下简称"公司"）2025 年第二次临 时股东大会（以下简称"本次会议"）于 2025 年 6 月 17 日（星期二）召开。北 京德恒（武汉）律师事务所（以下简称"德恒"）受公司委托，指派本所经办律 师（以下简称"德恒律师"）出席了本次会议。根据《中华人民共和国证券法》 （以下简称"证券法"）、《中华人民共和国公司法》（以下简称"公司法"）、 中国证券监督管理委员会《上市公司股东会规则》（以下简称"股东会规则"）、 《苏州长光华芯光电技术股份有限公司章程》 ...