证券代码：688143 证券简称：长盈通 公告编号：2025-052 武汉长盈通光电技术股份有限公司 2025年半年度业绩预告的自愿性披露公告 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。 一、本期业绩预计情况 （一）业绩预告期间 2025年1月1日-2025年6月30日（以下简称"报告期内"） （二）业绩预告情况 1、经武汉长盈通光电技术股份有限公司（以下简称"公司"）财务部门初 步测算，预计报告期内实现营业收入人民币17,288.00万元到21,130.00万元，较 上年同期相比，将增加3,605.17万元到7,447.17万元，同比增加26.35%至54.43%。 2、预计报告期归属于母公司所有者的净利润人民币2,612.00万元到 3,192.00万元，与上年同期相比，将增加1,094.42万元到1,674.42万元，同比增 加72.12%至110.33%。 上年同期营业收入13,682.83万元，归属于母公司所有者的净利润1,517.58 万元，归属于母公司所有者扣除非经常性损益后的净利润849.38万元。 三、本 ...

Core Viewpoint - Changying Tong (688143.SH) expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 72.12% to 110.33% [1] Financial Performance - The company anticipates a net profit attributable to the parent company between 26.12 million and 31.92 million yuan for the reporting period [1] - This represents a substantial improvement in profitability compared to the same period last year [1] Market Demand and Operations - There is a continuous growth in demand for optical fiber ring devices, which has positively impacted the company's performance [1] - The company has been quick to respond to market needs, focusing on customer-centric strategies and actively expanding production capacity [1] - Internal staff training has been enhanced to support the increased delivery volume of optical fiber ring devices, which has significantly risen compared to the previous year [1]

Core Viewpoint - The AI Fund Zhaoshang China Opportunity Stock (001749) reported a profit of 4.3172 million yuan for Q2 2025, with a weighted average profit per fund share of 0.0328 yuan, indicating a net value growth rate of 2.48% during the period [3]. Fund Performance - As of the end of Q2 2025, the fund's scale was 183 million yuan [15]. - The fund's unit net value was 1.452 yuan as of July 17 [3]. - The fund manager, Li Huajian, oversees two funds, both of which have shown positive returns over the past year [3]. - The fund's one-year compounded net value growth rate reached 18.53%, ranking it 87 out of 166 comparable funds [3]. - Over the past three months, the fund's compounded net value growth rate was 9.75%, ranking 86 out of 167 comparable funds [3]. - The fund's six-month compounded net value growth rate was 5.60%, ranking 122 out of 167 comparable funds [3]. - The fund's three-year compounded net value growth rate was -29.86%, ranking 141 out of 159 comparable funds [3]. Risk Metrics - The fund's three-year Sharpe ratio was -0.2043, ranking 130 out of 159 comparable funds [8]. - The maximum drawdown over the past three years was 50.43%, ranking 14 out of 158 comparable funds [10]. - The largest single-quarter drawdown occurred in Q1 2021, at 23.46% [10]. Investment Strategy - The fund management remains optimistic about the structural market trends in A-shares, citing improvements in domestic economic growth and structural transformation [3]. - The fund is particularly focused on investment opportunities in sectors such as AI, pharmaceuticals, military industry, and media [3]. Portfolio Composition - As of the end of Q2 2025, the fund's top ten holdings included Changying Tong, Zhongke Feice, Jingyi Equipment, Boqian New Materials, Youfang Technology, Hudian Co., Changchuan Technology, Xinyi Sheng, Jinqiao Information, and Chip Origin Technology [18]. - The average stock position over the past three years was 89.19%, compared to the industry average of 87.97% [13]. - The fund reached a maximum stock position of 93.14% at the end of H1 2025, with a minimum of 79.84% at the end of H1 2024 [13].

证券代码：688143 证券简称：长盈通 公告编号：2025-049 武汉长盈通光电技术股份有限公司 重要内容提示： ? 是否涉及差异化分红送转：是 ? 每股分配比例 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。 每股现金红利0.05元 ? 相关日期 股权登记日 除权（息）日 现金红利发放日 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经武汉长盈通光电技术股份有限公司（以下简称"公司"或 "本公司"）2025 年 6 月 6 日的2024年年度股东大会审议通过。 二、 分配方案 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》等相关法律、行政法规、部门规章 及其他规范性文件以及《公司章程》的有关规定，公司回购专用证券账户的股份 不享有股东大会表决权、利润分配、公积金转增股本、认购新股和可转换公司债 券等权利。 （1）差异化分红方案 公司于 2025 年 4 月 9 日、2025 年 6 月 6 日分别召开了第二届董事会第十六次 会议、第二届监事会 ...

Core Viewpoint - The company, Wuhan Changying Tong Optoelectronic Technology Co., Ltd., has announced a share repurchase plan aimed at implementing an employee stock ownership plan or equity incentives, with a total repurchase amount expected to be between 20 million and 40 million RMB [1][2][3] Summary by Sections Repurchase Plan Details - The repurchase plan was first disclosed on July 18, 2024, proposed by the controlling shareholder and chairman, Pi Yabin [1] - The implementation period for the repurchase is from July 17, 2024, to July 16, 2025 [1] - The maximum repurchase price is set at 33.13 RMB per share [2] - The total expected repurchase amount ranges from 20 million to 40 million RMB [2] Implementation Status - As of the latest report, the company has repurchased a total of 1,128,759 shares, accounting for 0.9224% of the total share capital [3][4] - The actual repurchase price ranged from 16.10 RMB to 27.11 RMB per share, with a total expenditure of approximately 22.85 million RMB [4] Shareholder and Management Transactions - During the repurchase period, there was a transaction involving a board member, who sold 48,000 shares, representing 0.0392% of the total share capital [4][5] Share Structure Changes - Before the repurchase, the company had 29,309,657 restricted shares (23.95%) and 93,064,769 unrestricted shares (76.05%) [5] - After the repurchase, the number of restricted shares decreased to 27,851,850 (22.76%), while unrestricted shares increased to 94,522,576 (77.24%) [5] Future Plans for Repurchased Shares - The repurchased shares will be used for employee stock ownership plans or equity incentives, with a requirement to complete the transfer within three years [6]

Core Viewpoint - Wuhan Changying Tong Optical Technology Co., Ltd. is undergoing a strategic acquisition to enhance its capabilities in the fiber optic gyroscope and photonic chip sectors, aiming to achieve synergy with the target company and expand its market presence in optical communication [1][2][3]. Group 1: Transaction Overview - The transaction involves the acquisition of a company specializing in passive optical devices, which will allow Changying Tong to integrate its existing fiber optic gyroscope technology with the target company's photonic chip processing capabilities [2][3]. - The acquisition is expected to create synergies in business operations, product offerings, and market reach, particularly in the optical communication sector [2][4]. Group 2: Synergy Analysis - The transaction is anticipated to yield significant business and product synergies, enhancing Changying Tong's product portfolio in the fiber optic gyroscope domain and facilitating the development of comprehensive solutions [2][5]. - The target company possesses advanced processing capabilities for photonic chips, which will complement Changying Tong's existing technologies and reduce production costs [3][6]. Group 3: Market and Customer Expansion - The acquisition will enable Changying Tong to penetrate the rapidly growing optical communication market, leveraging the target company's established customer base and market expertise [7][8]. - The combined entity will focus on expanding its sales efforts in the data center market, utilizing the target company's existing relationships with major clients in the optical module sector [8][9]. Group 4: Technological Advancements - Changying Tong has developed a comprehensive core technology system, including specialized fiber design and processing techniques, which will be enhanced through the acquisition [5][10]. - The target company has demonstrated advanced capabilities in optical chip processing, which will support the development of high-precision fiber optic gyroscopes and photonic devices [10][11]. Group 5: Future Prospects - The market for photonic chip fiber optic gyroscopes is projected to grow significantly, particularly in applications such as autonomous driving and drones, with a forecasted market size increase from 3.151 billion to 15.494 billion by 2030 [12][13]. - The integration of photonic chips is expected to lower costs and improve performance, positioning Changying Tong favorably against competitors in the optical gyroscope market [14][15].

证券代码：688143 证券简称：长盈通 公告编号：2025-048 武汉长盈通光电技术股份有限公司 关于股份回购实施结果暨股份变动的公告 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： | 回购方案首次披露日 | 2024/7/18，由控股股东、实际控制人、董事长兼 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 总经理皮亚斌先生提议 | | | | | | | 回购方案实施期限 | 年 月 2024 7 7 | 17 | 日~2025 | 年 | 月 | 日 16 | | 预计回购金额 | 2,000万元~4,000万元 | | | | | | | 回购价格上限 | 33.13元/股 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 实际回购股数 | 112. ...

股票代码：688143 股票简称：长盈通 上市地点：上海证券交易所 武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产报告书（草案）摘要 （修订稿） | 项目 | 交易对方 | | --- | --- | | | 武汉创联智光科技有限公司 | | 发行股份及支付现金购 | 宁波铖丰皓企业管理有限公司 | | 买资产 | | | | 李龙勤 | 独立财务顾问 二〇二五年七月 武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产报告书（草案）摘要 上市公司声明 本公司及全体董事、监事、高级管理人员保证重组报告书及本报告书摘要 内容的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并对其 真实性、准确性和完整性承担相应的法律责任。 本公司控股股东、实际控制人及其一致行动人、董事、监事、高级管理人 员承诺：如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大 遗漏，被司法机关立案侦查或者被中国证监会立案调查的，在形成调查结论以 前，不转让在上市公司拥有权益的股份，并于收到立案稽查通知的两个交易日 内将暂停转让的书面申请和股票账户提交上市公司董事会，由董事会代其向证 券交易所和证券登记结算 ...

股票代码：688143 股票简称：长盈通 上市地点：上海证券交易所 武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产报告书（草案） （修订稿） | 项目 | 交易对方 | | --- | --- | | | 武汉创联智光科技有限公司 | | 发行股份及支付现金购 买资产 | 宁波铖丰皓企业管理有限公司 | | | 李龙勤 | 独立财务顾问 二〇二五年七月 武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产报告书（草案） 上市公司声明 本公司及全体董事、监事、高级管理人员保证本报告书及其摘要内容的真 实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并对其真实性、 准确性和完整性承担相应的法律责任。 本公司控股股东、实际控制人及其一致行动人、董事、监事、高级管理人 员承诺：如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大 遗漏，被司法机关立案侦查或者被中国证监会立案调查的，在形成调查结论以 前，不转让在上市公司拥有权益的股份，并于收到立案稽查通知的两个交易日 内将暂停转让的书面申请和股票账户提交上市公司董事会，由董事会代其向证 券交易所和证券登记结算机构申请锁定；未在两个交易日 ...

关于武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产申请 的审核问询函的回复 众环专字（2025）0101282 号 上海证券交易所： 中审众环会计师事务所（特殊普通合伙）（以下简称"本所"或"我们"）作为武汉长盈通 光电技术股份有限公司（以下简称"公司"、"上市公司"或"长盈通"）拟以发行股份及支付现金 方式购买武汉生一升光电科技有限公司（以下简称"生一升"或"标的公司"）100%股权（以下 简称"本次交易"）申报财务报表的审计机构，于 2025 年 4 月 22 日出具了众环审字（2025） 0101681 号无保留意见审计报告。 2025 年 5 月 28 日，上海证券交易所出具了《关于武汉长盈通光电技术股份有限公司发 行股份及支付现金购买资产申请的审核问询函》（上证科审（并购重组）〔2025〕15 号）（以 下简称"问询函"），我们以对标的公司相关财务报表执行的审计工作为依据，对问询函中需 要本所回复的相关问题履行了核查程序，现将核查情况说明如下： 5.关于标的公司客户与销售模式 重组报告书披露，（1）标的公司销售模式包括直销模式和受托加工模式；（2）光器件 产品的定制化程度较高，标的公司生 ...