Company Summary - Changguang Huaxin (SH 688048) announced on December 12 that it has received a total of approximately RMB 11.67 million in government subsidies from August 9, 2025, to the date of the announcement, with RMB 8.06 million related to income and RMB 3.61 million related to assets [1] - As of the announcement, the market capitalization of Changguang Huaxin is RMB 26.3 billion [1] Industry Insights - The announcement reflects the ongoing support from the government for companies in the optical technology sector, which may enhance their financial stability and growth prospects [1]

苏州长光华芯光电技术股份有限公司 关于获得政府补助的公告 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。 一、获得补助的基本情况 苏州长光华芯光电技术股份有限公司（以下简称"公司"）及全资子公司自 2025 年 8 月 9 日至本公告披露之日，累计获得政府补助款项共计人民币 11,667,201.61 元，其中与收益相关的政府补助 8,055,201.61 元，与资产相关的政 府补助 3,612,000.00 元。 二、补助的类型及其对上市公司的影响 公司根据《企业会计准则第 16 号——政府补助》的有关规定，确认上述事 项并划分补助类型。上述政府补助预计对公司利润产生一定积极影响，具体的会 计处理以及对公司损益的影响情况仍须以审计机构年度审计确认后的结果为准， 敬请广大投资者注意投资风险。 特此公告。 证券代码：688048 证券简称：长光华芯 公告编号：2025-056 苏州长光华芯光电技术股份有限公司董事会 2025 年 12 月 13 日 ...

Core Viewpoint - Changguang Huaxin (688048.SH) has received a total of government subsidies amounting to RMB 11.6672 million since August 9, 2025, until the date of this announcement [1] Summary by Category Government Subsidies - The company and its wholly-owned subsidiary have cumulatively received government subsidies totaling RMB 11.6672 million [1] - Among these, subsidies related to income amount to RMB 8.0552 million, while those related to assets total RMB 3.612 million [1]

格隆汇12月12日丨长光华芯(688048.SH)公布，公司及全资子公司自2025年8月9日至本公告披露之日， 累计获得政府补助款项共计人民币1166.72万元，其中与收益相关的政府补助805.52万元，与资产相关的 政府补助361.2万元。 ...

Core Insights - The total margin financing balance on the STAR Market decreased by 8.63 billion yuan, with a notable reduction in both financing and securities lending balances [1][2] Financing Balance Summary - As of December 10, the total financing balance on the STAR Market was 2598.90 billion yuan, down by 8.42 billion yuan from the previous trading day [1] - The highest financing balance was recorded for Cambrian (寒武纪) at 14.78 billion yuan, followed by SMIC (中芯国际) at 13.02 billion yuan and Haiguang Information (海光信息) at 7.95 billion yuan [1] - A total of 268 stocks saw an increase in financing balance, while 320 stocks experienced a decrease [1] - The stocks with the largest increases in financing balance were Changguang Huaxin (长光华芯) at 17.32%, Holley (霍莱沃) at 13.47%, and Shijia Photon (仕佳光子) at 12.87% [1][2] Securities Lending Balance Summary - The total securities lending balance was 8.88 billion yuan, a decrease of 21.61 million yuan from the previous trading day [1] - Cambrian also led in securities lending balance at 4.2 million yuan, followed by Haiguang Information and SMIC at 2.6 million yuan and 2.6 million yuan respectively [2] - 112 stocks saw an increase in securities lending balance, while 164 stocks experienced a decrease [2] - The stocks with the largest increases in securities lending balance were Medisi (美迪西) at 248.28%, Tiancheng Technology (天承科技) at 68.29%, and Jucheng Co. (聚辰股份) at 59.42% [2]

New Stock Listings - Baiaosaitu (688796) listed at an issue price of 26.68 on December 10, 2025[1] - Quanyin Gaoke (300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - Tiangong Co. (605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Trading Alerts - ST Guangdao (920680) enters the delisting arrangement period starting December 11, 2025[1] - ST Suwu (600200) has 13 trading days remaining until the last trading day[1] Market Volatility - Hai Xin Food (002702) reported severe abnormal fluctuations[1] - Anji Food (603696) and other companies are under observation for abnormal trading activities[2] Additional Announcements - Multiple companies including Dongbai Group (600693) and Nanjing Business Travel (600250) have recent announcements linked to their stock codes[1] - Various companies are linked to announcements regarding abnormal fluctuations and trading activities[3]

证券之星消息，12月9日半导体板块较上一交易日下跌0.3%，长光华芯领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。半导体板块个股涨跌见下表： 从资金流向上来看，当日半导体板块主力资金净流出39.08亿元，游资资金净流入18.05亿元，散户资金 净流入21.03亿元。半导体板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

机构调研次数来看，有6家公司被机构调研3次，分别是超捷股份、精进电动、冰轮环境等，机构调研最 为密集。 数据宝统计，20家以上机构扎堆调研股中，近5日资金净流入的有12只，长光华芯近5日净流入资金6.74 亿元，主力资金净流入最多；净流入资金较多的还有菲利华、大金重工等，净流入资金分别为4.36亿 元、1.92亿元。 市场表现上，机构扎堆调研股中，近5日上涨的有15只，涨幅居前的有长光华芯、杰瑞股份、大金重工 等，涨幅为32.75%、13.90%、13.60%；下跌的有9只，跌幅居前的有实丰文化、巨星农牧、南京银行 等，跌幅为15.26%、4.57%、3.80%。（数据宝） 近5日机构调研股一览 | 证券代码 | 证券简称 | 机构调研次数 | 机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002353 | 杰瑞股份 | 2 | 193 | 70.70 | 13.90 | 机械设备 | | 688691 | 灿芯股份 | 1 | 62 | 117.65 | 4.62 | 电子 | | 002627 ...

Group 1 - Trump announced that Nvidia is allowed to export H200 AI chips to "approved customers" in China, with the U.S. requiring a 25% revenue share from sales, applicable to companies like AMD as well [2] - The White House economic advisor Hassett stated that Trump will announce numerous positive economic messages and advocated for continued interest rate cuts by the Federal Reserve, emphasizing that the extent of cuts should depend on data [2] - Trump plans to introduce a "One Rule" executive order to streamline regulations for AI businesses, asserting that companies should not need separate approvals from all 50 states for operations [2] Group 2 - The Dow Jones fell by 0.45%, the Nasdaq decreased by 0.14%, and the S&P 500 dropped by 0.35%, with most large tech stocks declining [3][4] - Notable declines included Tesla down over 3%, Google down over 2%, and Amazon down over 1%, while Nvidia and Microsoft saw gains of over 1% [3][4] - The Nasdaq Golden Dragon China Index rose by 0.08%, with Baidu up over 3% and Xpeng up over 2%, while Netease fell over 2% [3] Group 3 - WTI crude oil futures fell by $1.20, nearly 2%, closing at $58.88 per barrel, while Brent crude oil futures dropped by $1.26, or 1.98%, to $62.49 per barrel [5][7] - Spot gold decreased by 0.13% to $4190.48 per ounce, and spot silver fell by 0.22% to $58.13 per ounce [5][7] Group 4 - OpenAI reported a 143% increase in global paid enterprise users, with over 100,000 companies using its AI products, and employees saving 40 to 60 minutes daily using AI [11] - The technology sector saw an 11-fold increase in AI usage, with rapid growth in international markets like Germany and Japan [11] Group 5 - Paramount announced a hostile takeover bid for Warner Bros. at $30 per share, totaling $108.4 billion, following Netflix's recent agreement to acquire part of Warner's core business [12] - Trump expressed his intention to be involved in the Netflix acquisition decision, citing concerns over market share [12] Group 6 - Apple’s hardware technology senior vice president denied rumors of leaving the company, while the iPhone 17 Pro series saw a price drop, with the Pro model reduced from 8999 yuan to 8699 yuan [13]

（编辑 任世碧） 证券日报网讯 12月8日晚间，长光华芯发布公告称，公司股票于2025年12月5日、12月8日连续2个交易 日内日收盘价格涨幅偏离值累计达到30%，属于股票交易异常波动。公司股价短期涨幅较大，敬请投资 者注意二级市场股票交易风险。经核查，截至本公告披露日，公司不存在关于本公司的应披露而未披露 的重大事项。 ...