Core Viewpoint - Changguang Huaxin (688048.SH) announced that its shareholder Suzhou Yingluo plans to reduce its shareholding due to personal funding needs, intending to sell up to 2.613 million shares, representing no more than 1.48% of the company's total share capital [1] Summary by Category - **Shareholder Action** - Suzhou Yingluo has issued a notice regarding its plan to reduce its shareholding in Changguang Huaxin [1] - The reduction will be executed through centralized bidding and block trading methods [1] - **Reduction Details** - The total number of shares to be reduced is up to 2.613 million [1] - This reduction accounts for a maximum of 1.48% of the company's total share capital [1]

每经AI快讯，长光华芯（SH 688048，收盘价：68.73元）10月10日晚间发布公告称，截至本公告披露 日，苏州英镭创业投资合伙企业（有限合伙）持有苏州长光华芯光电技术股份有限公司股份2613万股， 占公司总股本的14.82%，为公司首次公开发行前取得的股份及公司送股所得，已于2025年10月9日解除 限售并上市流通。 截至发稿，长光华芯市值为121亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 王晓波） 公司于近日收到股东苏州英镭出具的《关于股份减持计划告知函》，因股东自身资金需求，需要减持公 司股份。苏州英镭计划通过集中竞价、大宗交易方式合计减持数量不超过约261万股（占公司总股本比 例不超过1.48%），其中：以集中竞价交易方式减持股份，减持期间为自公司公告披露之日起十五个交 易日后的三个月内，减持数量不超过176万股（占公司总股本比例不超过1%），且连续90个自然日内通 过集中竞价交易方式减持公司股份数量不超过公司总股本的1%；以大宗交易方式减持股份，减持期间 为自公司公告披露之日起十五个交易日后的三个月内，减持数量 ...

格隆汇10月10日丨长光华芯(688048.SH)公布，公司于近日收到股东苏州英镭出具的《关于股份减持计 划告知函》，因股东自身资金需求，需要减持公司股份。苏州英镭计划通过集中竞价、大宗交易方式合 计减持数量不超过261.3万股（占公司总股本比例不超过1.48%），其中：以集中竞价交易方式减持股 份，减持期间为自公司公告披露之日起十五个交易日后的三个月内，减持数量不超过176万股（占公司 总股本比例不超过1%），且连续90个自然日内通过集中竞价交易方式减持公司股份数量不超过公司总 股本的1%；以大宗交易方式减持股份，减持期间为自公司公告披露之日起十五个交易日后的三个月 内，减持数量不超过85.3万股（占公司总股本比例不超过0.48%），且连续90个自然日内通过大宗交易 方式减持公司股份数量不超过上市公司总股本的2%。 ...

Core Viewpoint - Changguang Huaxin (688048) announced that Suzhou Yingrui Venture Capital Partnership (Limited Partnership) plans to reduce its stake in the company by up to 2.613 million shares, representing no more than 1.48% of the total share capital [1] Group 1 - Suzhou Yingrui currently holds 14.82% of Changguang Huaxin's shares [1] - The reduction will occur through centralized bidding and block trading methods [1] - The total number of shares to be reduced is capped at 2.613 million [1]

证券代码：688048 证券简称：长光华芯 公告编号：2025-048 苏州长光华芯光电技术股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 大股东持有的基本情况 截止本公告披露日，苏州英镭创业投资合伙企业（有限合伙）（以下简称"苏 州英镭"）持有苏州长光华芯光电技术股份有限公司（以下简称"长光华芯"或 "公司"）股份 26,130,000 股，占公司总股本的 14.82%，为公司首次公开发行 前取得的股份及公司送股所得，已于 2025 年 10 月 9 日解除限售并上市流通。 减持计划的主要内容 公司于近日收到股东苏州英镭出具的《关于股份减持计划告知函》，因股东 自身资金需求，需要减持公司股份。苏州英镭计划通过集中竞价、大宗交易方式 合计减持数量不超过 2,613,000 股（占公司总股本比例不超过 1.48%），其中： 以集中竞价交易方式减持股份，减持期间为自公司公告披露之日起十五个交易日 后的三个月内，减持数量不超过 1,760,000 股（占公司总股本比 ...

长光华芯公告，苏州英镭创业投资合伙企业计划减持公司股份不超过261.3万股，占公司总股本的比例 不超过1.48%。减持方式包括集中竞价和大宗交易。以集中竞价交易方式减持的股份数量不超过176万 股，占公司总股本比例不超过1%；以大宗交易方式减持的股份数量不超过85.3万股，占公司总股本比 例不超过0.48%。减持期间为2025年11月3日至2026年2月2日，主要因股东自身资金需求。此次减持计 划符合相关法律法规要求。 ...

Core Viewpoint - The semiconductor stocks experienced a significant decline, with several companies seeing drops exceeding 10% due to adjustments in margin financing rates related to high static price-to-earnings ratios [1] Group 1: Stock Performance - Dongxin Co. and Baiwei Storage fell over 11% - Yandong Micro and Jinghe Integration dropped over 10% - Demingli, Huahong, and Purun shares decreased over 8% - Lianyun Technology and Chiplink Integration fell over 7% - Other companies like Hengsuo, Aojie Technology, and Zhongke International saw declines over 6% [1] Group 2: Margin Financing Adjustments - On October 9, margin financing rates for stocks like Zhongke International and Baiwei Storage were reduced to 0 due to their static price-to-earnings ratios exceeding 300 times - Multiple brokerages clarified that this adjustment is a routine operation based on exchange rules established in 2016, applicable to all A-share stocks with similar high static price-to-earnings ratios [1]

Core Insights - Long光华芯's stock price decreased by 0.53% on October 9, with a trading volume of 615 million yuan [1] - The company achieved a revenue of 214 million yuan in the first half of 2025, representing a year-on-year growth of 68.08% [2] - The net profit attributable to shareholders for the same period was 8.97 million yuan, showing a significant increase of 121.13% year-on-year [2] Financing and Trading Activity - On October 9, Long光华芯 had a net financing purchase of 16.11 million yuan, with a total financing balance of 569 million yuan, accounting for 4.28% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The short selling activity on the same day included a repayment of 3,081 shares and a sale of 600 shares, with a short selling balance of 54,830 yuan, which is below the 30th percentile of the past year [1] Shareholder and Dividend Information - As of June 30, the number of shareholders for Long光华芯 increased by 9.23% to 14,500, while the average number of circulating shares per shareholder decreased by 2.40% to 7,323 shares [2] - The company has distributed a total of 115 million yuan in dividends since its A-share listing, with 47.46 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 1.41 million shares, a decrease of 12.39 million shares from the previous period [3]

Core Viewpoint - On October 9, a total of 11 listed companies had their restricted shares unlocked, with a total market value of approximately 24.303 billion yuan [1] Summary by Category Restricted Share Unlocking - The companies involved in the unlocking of restricted shares include: - Guo Xin Health (000503) with 1.6798 million shares from equity incentive restrictions - Kang Yuan Pharmaceutical (600557) with 315,500 shares from equity incentive restrictions - Sen Te Co., Ltd. (603098) with 270,000 shares from equity incentive restrictions - San Ren Xing (605168) with 165,300 shares from equity incentive restrictions - Hai Liang Data (603138) with 5.6629 million shares from equity incentive restrictions - Tian Yi Medical (301097) with 40.6 million shares from extended lock-up period - Ming Li Da (301268) with 19 million shares from extended lock-up period - Heng Yu Xintong (300965) with 3.51045 million shares from extended lock-up period - Pu Yuan Jing Dian (688337) with 11.8 million shares unlocked - Zhong Fu Shen Ying (688295) with 29.8 million shares unlocked - Chang Guang Hua Xin (688048) with 7.007 million shares unlocked [1]

Group 1 - A total of 13 companies had their restricted shares unlocked on October 9, with a combined unlock volume of 826 million shares, valued at 28.72 billion yuan based on the latest closing prices [1] - Six companies had unlock volumes exceeding 10 million shares, with Zhongfu Shenying, Kangguan Technology, and Puyuan Precision Electronics leading the unlock volumes at 298 million shares, 254 million shares, and 118 million shares respectively [1] - In terms of unlock market value, six companies had unlock values exceeding 100 million yuan, with Zhongfu Shenying, Kangguan Technology, and Changguang Huaxin leading at 8.424 billion yuan, 5.908 billion yuan, and 5.308 billion yuan respectively [1] Group 2 - Six companies had unlock ratios exceeding 10% of their total share capital, with Puyuan Precision Electronics, Hengyu Xintong, and Changguang Huaxin having the highest unlock ratios at 61.0%, 58.51%, and 39.75% respectively [1]