①濮阳开州投资集团拟发行8亿元公司债，获上交所通过； ②因涉嫌内幕交易等，贵州百灵实控人姜伟被证监会立案； 实习编辑:金怡杉 | 审核:李震 | 监审:古筝 ③星宇股份筹划发行H股股票并在港交所上市； ④德固特终止筹划重大资产重组事项； ⑤国发股份董事长姜烨因个人原因辞任，辞任后不再担任该公司及控股子公司任何职务； ⑥山西汾酒股东华创鑫睿减持计划实施完毕，共减持1620万股该公司股份，占该公司总股本的1.33%； ⑦唯赛勃控股股东香港唯赛勃拟减持不超过520万股该公司股份，即不超过该公司总股本的2.99%； ⑧腾景科技股东福建华兴拟减持不超过254.03万股该公司股份，即不超过该公司总股本的1.96%； ⑨长盈通董事柳祎因个人原因辞职，辞职后不再担任该公司任何职务； ⑩因近期市场波动较大，开滦集团决定取消发行"25开滦MTN006"。 #成为立方风控鸟会员，尊享直播版风控服务# ...

证券代码：688143 证券简称：长盈通 公告编号：2025-082 武汉长盈通光电技术股份有限公司 关于非独立董事离任的公告 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。 | 姓名 | 离任职务 | 离任时间 | | 原定任期 到期日 | 离任原因 | 是否继续在上 市公司及其控 | 具体职务 （如适用） | 是否存在 未履行完 毕的公开 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 股子公司任职 | | 承诺 | | 柳祎 | 董事 | 2025 年 | 12 | 2026 年 8 月 | 个人原因 | 否 | 不适用 | 否 | | | | 月 2 日 | 27 日 | | | | | | (二) 离任对公司的影响 柳祎女士离任董事职务未导致公司董事会成员人数低于法定人数，不会影响 公司董事会的正常运行，不会对公司正常经营活动产生不利影响。公司将按照有 关规定尽快履行补选董事的相关程序。 截至本公告披露日，柳祎女士未持有公 ...

Core Viewpoint - Changying Tong experienced a 3.17% decline in stock price on November 28, with a trading volume of 247 million yuan, indicating potential volatility in the market [1] Financing Summary - On November 28, Changying Tong had a financing buy-in amount of 34.73 million yuan and a financing repayment of 16.80 million yuan, resulting in a net financing buy of 17.94 million yuan [1] - As of November 28, the total financing and securities lending balance for Changying Tong was 297 million yuan, with the financing balance accounting for 8.34% of the circulating market value, which is above the 90th percentile level over the past year [1] Company Overview - Changying Tong, established on May 18, 2010, and listed on December 12, 2022, is located in Wuhan, Hubei Province, and specializes in the research, production, and sales of optical fiber gyroscope core components and solutions [2] - The company's main business revenue composition includes optical fiber ring devices (57.61%), special optical fibers (19.36%), other (11.68%), new materials (7.18%), and optical device equipment and others (4.17%) [2] - For the period from January to September 2025, Changying Tong achieved a revenue of 269 million yuan, representing a year-on-year growth of 46.77%, and a net profit attributable to shareholders of 30.79 million yuan, reflecting a significant year-on-year increase of 933.24% [2] Dividend and Shareholder Information - Since its A-share listing, Changying Tong has distributed a total of 53.03 million yuan in dividends [3] - As of September 30, 2025, the top ten circulating shareholders include Huaxia Military Industry Safety Mixed A (002251) as the largest shareholder with 5.71 million shares, an increase of 61,400 shares from the previous period [3] - New shareholders include China Europe High-end Equipment Stock Initiation A (016847), which ranks as the fourth largest circulating shareholder with 3 million shares [3]

证券代码：688143 证券简称：长盈通 公告编号：2025-081 武汉长盈通光电技术股份有限公司 2024 年限制性股票激励计划授予部分 第一个归属期第二批归属结果公告 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。 重要内容提示： 本次限制性股票归属数量：32,393 股 本次限制性股票归属来源：从二级市场回购的公司 A 股普通股 股票 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，武汉长盈通光电技术股份有限公司（以 下简称"公司"）于 2025 年 11 月 27 日收到中国证券登记结算有限责任公司上海 分公司出具的《过户登记确认书》，2025 年 11 月 26 日完成了公司 2024 年限制性 股票激励计划（以下简称"本激励计划"）授予部分第一个归属期第二批的股份 登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （2）2024 年 7 月 18 日至 2024 年 7 月 27 日，公司对本激励计划激励对象的 姓名和职务 ...

Core Viewpoint - The company has completed the registration of the second batch of shares for the first vesting period of its 2024 restricted stock incentive plan on November 26, 2025, as confirmed by the China Securities Depository and Clearing Corporation Limited Shanghai Branch [1] Group 1 - The company is Wuhan Changying Tong Optoelectronic Technology Co., Ltd. [1] - The registration confirmation was issued in accordance with regulations from the China Securities Regulatory Commission, Shanghai Stock Exchange, and the China Securities Depository and Clearing Corporation Limited Shanghai Branch [1] - The announcement was made on the evening of November 27 [1]

Group 1 - Institutional reports today issued 21 buy ratings involving 20 stocks, with Huafeng Aluminum receiving the highest attention with 2 buy ratings [1] - Among the stocks rated, 10 provided future target prices, with 7 stocks showing an upside potential exceeding 20%. China Pacific Insurance has the highest upside potential at 36.86% with a target price of 47.97 yuan [1] - The average increase for stocks with buy ratings today was 0.59%, outperforming the Shanghai Composite Index, with notable gainers including Spring Autumn Electronics and Aladdin [1] Group 2 - The power equipment industry is the most favored, with stocks like Putailai and Zhenyu Technology making the buy rating list. The pharmaceutical and electronics sectors also received attention with 4 and 3 stocks respectively [2] - A detailed list of stocks with institutional buy ratings includes China Pacific Insurance, Huafeng Aluminum, and others, with various target prices and latest closing prices provided [2]

Market Overview - The communication equipment sector experienced a decline of 0.27% on November 27, with Meilixin leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Top Performers - Tongyu Communication (002792) saw a significant increase of 10.03%, closing at 21.62 with a trading volume of 576,300 shares and a transaction value of 1.207 billion [1] - LianTe Technology (301205) rose by 9.98%, closing at 134.73 with a trading volume of 196,100 shares and a transaction value of 2.507 billion [1] - Other notable gainers include Taicheng Light (300570) up 7.51%, Guanghetong (300638) up 7.09%, and Cambridge Technology (603083) up 5.95% [1] Underperformers - Meilixin (301307) experienced a significant drop of 11.70%, closing at 35.86 with a trading volume of 257,600 shares and a transaction value of 963 million [2] - Shida Group (600734) fell by 9.92%, closing at 5.54 with a trading volume of 3,512,400 shares and a transaction value of 76.67 million [2] - Other notable decliners include Ruisi Kanda (603803) down 6.35% and Changxin Bochuang (300548) down 3.84% [2] Capital Flow - The communication equipment sector saw a net outflow of 2.31 billion from institutional investors, while retail investors contributed a net inflow of 1.647 billion [2][3] - Notable net inflows from retail investors were observed in companies like Cambridge Technology and Guanghetong, while significant outflows were noted in Meilixin and Taicheng Light [3] Individual Stock Capital Flow - ZTE Corporation (000063) had a net inflow of 787 million from institutional investors, while retail investors saw a net outflow of 337 million [3] - Taicheng Light (300570) had a net inflow of 319 million from institutional investors, with retail investors experiencing a net outflow of 174 million [3] - Cambridge Technology (603083) recorded a net inflow of 238 million from institutional investors and a net inflow of 159 million from retail investors [3]

证券代码：688143 证券简称：长盈通 公告编号：2025-080 武汉长盈通光电技术股份有限公司 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。 武汉长盈通光电技术股份有限公司（以下简称"公司"）通过发行股份及支付现金方式，向武汉创联智光 科技有限公司、李龙勤、宁波铖丰皓企业管理有限公司等3名交易对方收购武汉生一升光电科技有限公 司100%股权（以下简称"本次交易"）。 广发证券股份有限公司(以下简称"广发证券")为公司本次交易的独立财务顾问。广发证券原委派李善军 先生、郁超先生、李东岳先生担任本次交易的独立财务顾问主办人。近日，公司收到广发证券出具的 《关于更换公司发行股份及支付现金购买资产项目持续督导财务顾问主办人的通知》，广发证券原独立 财务顾问主办人李善军先生、郁超先生因工作变动，不再担任本次交易的独立财务顾问主办人，由田民 先生（简历见附件）接任后续的工作，其余人员继续履行相关职责。上述变更后，本次交易的独立财务 顾问主办人为李东岳先生、田民先生。 特此公告。 关于更换独立财务顾问主办人的公告 2025年11月 ...

证券代码：688143 证券简称：长盈通 公告编号：2025-080 武汉长盈通光电技术股份有限公司 关于更换独立财务顾问主办人的公告 2025 年 11 月 26 日 附件：田民先生简历 田民，保荐代表人，武汉大学硕士，曾参与或主持武钢股份分离债、光迅科 技 IPO、金发科技公司债、南洋股份公司债、通化金马非公开发行、鸿利光电非 公开发行、龙蟒佰利非公开发行、欧比特非公开发行等项目的申报、发行及持续 督导工作。 广发证券股份有限公司(以下简称"广发证券")为公司本次交易的独立财务 顾问。广发证券原委派李善军先生、郁超先生、李东岳先生担任本次交易的独立 财务顾问主办人。近日，公司收到广发证券出具的《关于更换公司发行股份及支 付现金购买资产项目持续督导财务顾问主办人的通知》，广发证券原独立财务顾 问主办人李善军先生、郁超先生因工作变动，不再担任本次交易的独立财务顾问 主办人，由田民先生（简历见附件）接任后续的工作，其余人员继续履行相关职 责。上述变更后，本次交易的独立财务顾问主办人为李东岳先生、田民先生。 特此公告。 武汉长盈通光电技术股份有限公司董事会 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 ...

Investment Rating - The report maintains a "Positive" investment rating for the defense and military industry [5] Core Viewpoints - The uncertainty in the Asia-Pacific situation is increasing, which may accelerate the equipment construction in China, focusing on new combat capabilities [2][12] - China's high-end aviation equipment showcased at the Dubai Airshow is expected to further expand the military trade market [12][15] - The Fujian aircraft carrier has conducted its first live training at sea, indicating a significant advancement in operational capabilities and technology [12][18] - The report emphasizes the importance of domestic demand for new combat capabilities and military trade as key growth areas [19] Summary by Sections Investment Suggestions and Targets - The report highlights various investment targets across different segments, including: - Engine and fuel chain: Companies like Xi'an Aero Engine (600893), Western Superconducting (688122), and others [19][20] - New quality and domains: Companies such as Aerospace Electronics (600879), Haige Communication (002465), and others [19][20] - Military electronics: Companies like Aerospace Electric (002025), Zhonghang Optical (002179), and others [19][20] - Military trade and main equipment: Companies such as AVIC Shenyang Aircraft (600760), AVIC Chengfei (302132), and others [19][20] Industry News and Market Performance - The report notes that the defense and military industry index has outperformed the broader market, with a decline of only -1.72% compared to the Shanghai Composite Index's -3.90% [22][25] - The report provides a detailed analysis of weekly market performance, indicating that the defense and military sector remains resilient amid broader market declines [22][25] Key Events and Developments - The report outlines significant recent events, including: - The U.S. government approved a new round of arms sales to Japan, which may heighten regional tensions and prompt China to expedite its military equipment development [12][9] - The successful live training of the Fujian aircraft carrier, showcasing advanced operational capabilities [12][18] - The participation of Chinese high-end military equipment in international exhibitions, enhancing China's presence in the global military trade market [12][15]