证券代码：688048 证券简称：长光华芯 公告编号：2025-052 苏州长光华芯光电技术股份有限公司 股东及董事减持股份结果公告 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。 2025 年 8 月 8 日，公司披露了《董事减持股份计划公告》（公告编号： 2025-040），谭少阳拟减持公司股份数量不超过 26,260 股，占公司总股本的比例 不超过 0.0149%。本次拟减持股份数量占其个人本次减持前所持有公司股份数量 的股份不超过 25%。 1 截至 2025 年 11 月 11 日，谭少阳已经通过集中竞价交易和大宗交易方式减 持公司股份 26,260 股，占公司总股本的 0.0149%，本次减持计划完成。 | 股东名称 | 苏州英镭 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：不适用 ...

格隆汇11月11日丨长光华芯(688048.SH)公布，截至2025年11月11日，苏州英镭已经通过集中竞价交易 和大宗交易方式减持公司股份261.3万股，占公司总股本的1.48%，本次减持计划完成。本次减持计划实 施前，公司职工董事谭少阳持有公司股份10.50万股，占公司总股本的0.0596%，上述股份为公司首次公 开发行前取得的股份及公司上市后送股所得，已解除限售并上市流通。 ...

格隆汇11月11日丨长光华芯(688048.SH)公布，截至2025年11月11日，苏州英镭已经通过集中竞价交易 和大宗交易方式减持公司股份261.3万股，占公司总股本的1.48%，本次减持计划完成。本次减持计划实 施前，公司职工董事谭少阳持有公司股份10.50万股，占公司总股本的0.0596%，上述股份为公司首次公 开发行前取得的股份及公司上市后送股所得，已解除限售并上市流通。 ...

Group 1 - The core point of the article highlights a significant increase in the optical module (CPO) index, which surged by 3% during intraday trading, indicating strong market activity in this sector [1] - Major constituent stocks of the CPO index showed active performance, with Shijia Photon hitting the daily limit up, while Changguang Huaxin, Yuanjie Technology, Dongshan Precision, and Changxin Bochuang also recorded notable gains [1]

Core Viewpoint - Changguang Huaxin experienced significant trading activity on November 10, with a total of 213,000 shares traded at a price of 71.00 yuan, representing an 18.11% discount compared to the closing price of the day [2] Trading Activity Summary - On November 10, there were 4 transactions on the block trading platform, totaling 2.12 million yuan in trading volume and 15.12 million yuan in transaction value [2] - Over the past three months, Changguang Huaxin has recorded 21 block trades, with a cumulative transaction value of 72.56 million yuan [2] Stock Performance Summary - The closing price of Changguang Huaxin on the same day was 86.70 yuan, reflecting a decrease of 0.91%, with a daily turnover rate of 9.80% and a total trading volume of 1.466 billion yuan [2] - In the last five days, the stock has increased by 24.18%, with a net capital inflow of 28.55 million yuan [2] Margin Financing Summary - The latest margin financing balance for Changguang Huaxin is 644 million yuan, which has increased by 107 million yuan over the past five days, marking a growth of 19.91% [2] Company Background - Suzhou Changguang Huaxin Optoelectronic Technology Co., Ltd. was established on March 6, 2012, with a registered capital of 1.76279943 billion yuan [2]

Group 1 - The core point of the news is that Changguang Huaxin executed a block trade of 213,000 shares on November 10, with a transaction value of 15.123 million yuan, representing 1.02% of the total trading volume for that day [1] - The transaction price was 71 yuan, which is an 18.11% discount compared to the market closing price of 86.7 yuan [1] Group 2 - The trading details indicate that the shares were traded under the stock code 688048, with multiple transactions occurring on the same day at the same price of 71 yuan [2] - The total transaction amounts for other related entities on the same day were 518.3 million yuan and 426 million yuan, indicating active trading in the sector [2]

Core Viewpoint - Changguang Huaxin experienced a decline of 5.01% on November 10, with a stock price of 83.12 yuan per share and a total market capitalization of 14.652 billion yuan [1] Company Overview - Changguang Huaxin, established on March 6, 2012, is located in Suzhou, Jiangsu Province, and specializes in the research, manufacturing, and sales of semiconductor laser chips, devices, and modules [1] - The company's main revenue sources are as follows: high-power single-tube series (76.98%), VCSEL and optical communication chip series (11.47%), high-power bar series (5.54%), other (5.05%), and waste sales (0.96%) [1] Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Changguang Huaxin, having increased its holdings by 11,500 shares in the third quarter, totaling 966,200 shares, which represents 0.91% of circulating shares [2] - The estimated floating loss for this fund today is approximately 4.2318 million yuan [2] Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 76.63 billion yuan and has achieved a year-to-date return of 28.09%, ranking 1978 out of 4216 in its category [2] - Over the past year, the fund has returned 19.29%, ranking 2042 out of 3917, and since inception, it has returned 13.35% [2] Fund Manager Information - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 5 days, with a total asset size of 122.76 billion yuan [3] - During Cui Lei's tenure, the best fund return was 178.4%, while the worst was -15.93% [3] Top Holdings - The Southern Science and Technology Innovation Board Comprehensive ETF Link A (023731) also holds Changguang Huaxin as its sixth-largest position, with 42 shares held [4] - The estimated floating loss for this fund today is approximately 183.96 yuan [4] Additional Fund Manager Information - The fund managers for Southern Science and Technology Innovation Board Comprehensive ETF Link A (023731) are Yang Kaining and Pan Shuiyang [5] - Yang Kaining has been in the role for 1 year and 7 days, managing assets totaling 1.28 billion yuan, with a best return of 63.11% and a worst return of -0.38% [5] - Pan Shuiyang has been in the role for 1 year and 249 days, managing assets of 7.828 billion yuan, with a best return of 86.61% and a worst return of -6.44% [5]

Core Insights - Changguang Huaxin conducted 15 block trades on November 7, with a total trading volume of 640,000 shares and a total transaction value of 46.2334 million yuan, at a price of 72.24 yuan, which represents a discount of 17.44% compared to the closing price of the day [2][3] - The stock closed at 87.50 yuan, up 9.01%, with a turnover rate of 15.21% and a total trading volume of 2.278 billion yuan, while the net outflow of main funds was 31.3253 million yuan [2] - Over the past five days, the stock has increased by 21.26%, with a total net inflow of funds amounting to 146 million yuan [2] Trading Activity - In the last three months, Changguang Huaxin has recorded a total of 17 block trades, with a cumulative transaction value of 57.4418 million yuan [2] - The latest margin financing balance for the stock is 538 million yuan, with a decrease of 7.4781 million yuan over the past five days, representing a decline of 1.37% [3] Company Overview - Suzhou Changguang Huaxin Optoelectronics Technology Co., Ltd. was established on March 6, 2012, with a registered capital of 1.76279943 billion yuan [3]

Core Insights - Changguang Huaxin's stock rose by 9.01% to a closing price of 87.50 yuan on November 7, with a total of 15 block trades amounting to 46.23 million yuan [1][5] Trading Activity - The first block trade occurred at a price of 72.24 yuan for 60,000 shares, totaling 4.33 million yuan, with a discount rate of -17.44% [1] - Subsequent trades maintained the same price of 72.24 yuan, with varying volumes and total amounts, consistently showing a discount rate of -17.44% across all transactions [2][3][4] - In total, 17 block trades were recorded over the past three months, with a cumulative transaction amount of 57.44 million yuan [5] Price Performance - Over the last five trading days, the stock has increased by 21.26%, indicating strong upward momentum [5] - The net inflow of main funds reached 164 million yuan, suggesting positive investor sentiment [5]

Market Overview - The semiconductor sector experienced a decline of 1.13% on November 7, with Daway Technology leading the drop [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Top Gainers in Semiconductor Sector - Kangqiang Electronics (002119) saw a significant increase of 10.02%, closing at 21.08 with a trading volume of 745,900 shares [1] - Wentai Technology (600745) rose by 9.70%, closing at 45.00 with a trading volume of 902,200 shares [1] - Changguang Huaxin (688048) increased by 9.01%, closing at 87.50 with a trading volume of 268,200 shares [1] Top Losers in Semiconductor Sector - Daway Technology (002213) fell by 5.66%, closing at 26.48 with a trading volume of 604,100 shares [2] - Canxin Technology (688691) decreased by 5.28%, closing at 115.73 with a trading volume of 67,900 shares [2] - Fudan Microelectronics (688385) dropped by 4.85%, closing at 57.90 with a trading volume of 136,600 shares [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 4.338 billion yuan from institutional investors, while retail investors saw a net inflow of 2.454 billion yuan [2][3] - Notable net inflows from retail investors were observed in Kangqiang Electronics and New Clean Energy, with net inflows of 1.41 billion yuan and 1.15 billion yuan respectively [3] Summary of Trading Data - The trading data indicates a mixed performance among semiconductor stocks, with significant volatility in both gains and losses across various companies [1][2][3]