武汉长盈通光电技术股份有限公司 信息披露暂缓与豁免事务管理制度 第一章 总则 第一条 为规范武汉长盈通光电技术股份有限公司（以下简称"公司 "）信息 披露暂缓、豁免行为，督促公司及相关信息披露义务人（以下简称"信息披露义 务人"）依法合规地履行信息披露义务，根据《中华人民共和国证券法》（以下简 称"《证券法》"）、《上市公司信息披露暂缓与豁免管理规定》（以下简称《豁免 管理规定》）《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"） 、《上海证券交易所科创板上市公司自律监管指引第1号——规范运作》（以下简称" 《监管指引》"）等法律、法规、自律规则及《武汉长盈通光电技术股份有限公司 信息披露管理办法》等公司制度， 结合公司实际情况，制定本制度。 第二条 公司和相关信息披露义务人按照《豁免管理规定》《上市规则》《监管 指引》及其他相关法律、法规、规范性文件的规定，办理信息披露暂缓、豁免业务 的，适用本制度。 第三条 公司和相关信息披露义务人应当披露的信息存在《豁免管理规定》《上 市规则》《监管指引》及上海证券交易所其他相关业务规则中规定的可暂缓、豁免 信息披露的情形的，可以无须向上海证券交易所申请， ...

武汉长盈通光电技术股份有限公司 重大信息内部报告制度 第一章 总则 第一条 为保证武汉长盈通光电技术股份有限公司（以下简称"公司"） 信 息披露及时、准确、真实、完整，明确公司重大信息的收集和管理办法，完善信息报 告联络渠道，确保公司规范运作，根据《中华人民共和国公司法》《中华人民共 和国证券法》《上市公司信息披露管理办法》《上海证券交易所科创板股票上 市规则》（以下简称"《上市规则》"）、《武汉长盈通光电技术股份有限公司章 程》（以下简称"公司章程"）、《武汉长盈通光电技术股份有限公司信息披露管 理办法》等有关规定，结合公司实际，特制定本制度。 第二条 公司重大信息内部报告制度是指当出现、发生或即将发生可能对本 公司股票及其衍生品种交易价格产生较大影响的情形或事件时，按照本制度规定 负有报告义务的有关人员、部门和单位，应及时将重大信息通过证券部、董事会秘 书向公司董事长、董事会报告的制度。 第三条 本制度的目的是通过明确报告义务人在识别、知悉或者应当知悉重大事 项时的报告义务和报告程序，保证公司信息披露的真实、准确、完整、及时，避免出 现信息披露不及时、虚假信息披露、误导性陈述或重大遗漏等信息披露违规的情形 ...

长盈通公告，第三季度营收为7699.84万元，同比增长65.50%；净利润为167.66万元。前三季度营收为 2.69亿元，同比增长46.77%；净利润为3078.63万元。 ...

Investment Rating - The report maintains a "Positive" outlook for the defense and military industry [6] Core Insights - The 20th Central Committee's Fourth Plenary Session emphasizes the importance of military equipment construction, indicating that the military equipment development is expected to accelerate with the implementation of the 14th Five-Year Plan [9][12] - The successful testing of the Zhuque-3 rocket marks a significant advancement in reusable rocket technology, which is anticipated to lower launch costs and accelerate satellite networking [14][17] - The military sector's stock prices have stabilized recently, with a focus on both domestic and international demand, highlighting the investment value in the military industry [18] Summary by Sections Investment Suggestions and Targets - The report suggests focusing on military electronics, new domains, and the aerospace propulsion chain, with specific stock recommendations including: - Military Electronics: Aerospace Electric (002025, Buy), Zhonghang Optical (002179, Buy), and others [18] - New Domains: Haige Communication (002465, Buy) and others [18] - Aerospace Propulsion Chain: Xibei Superconductor (688122, Buy) and others [18] - Military Trade/Main Equipment: Zhonghang Shenfei (600760, Unrated) and others [18] Industry Performance - The defense and military industry index increased by 2.81%, underperforming compared to the Shanghai Composite Index [21][22] - The report notes that the military industry has shown resilience, with a focus on key components and materials as demand rises [18][21] Recent Developments - The report highlights significant recent events in the military sector, including successful military exercises and advancements in military technology [30][31]

Group 1 - The core viewpoint of the news is the performance and market position of Changying Tong, a company specializing in optical fiber gyroscope technology, which has seen a stock price increase of 5.01% to 43.36 CNY per share, with a total market capitalization of 5.584 billion CNY [1] - Changying Tong was established on May 18, 2010, and went public on December 12, 2022. The company focuses on the research, production, and sales of optical fiber ring core devices and solutions, primarily targeting the military inertial navigation sector [1] - The revenue composition of Changying Tong includes: optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment and others (4.17%) [1] Group 2 - According to data from the top ten holdings of funds, one fund under Qianhai Kaiyuan has a significant position in Changying Tong, holding 294,500 shares, which accounts for 7.92% of the fund's net value, making it the second-largest holding [2] - The Qianhai Kaiyuan Hong Kong-Shenzhen Strong Domestic Industry Fund (004321) has achieved a year-to-date return of 12.01% and a one-year return of 19.85%, ranking 5443 out of 8154 and 3778 out of 8025 in its category, respectively [2] - The fund manager, Wei Chun, has been in position for nearly 7 years, with the fund's total assets amounting to 1.197 billion CNY and a best return of 144.91% during his tenure [3]

Core Viewpoint - Changying Technology's stock rose by 5.1% to 42.43 CNY per share, with a total market capitalization of 5.464 billion CNY, indicating positive market sentiment towards the company [1] Company Overview - Wuhan Changying Technology Co., Ltd. was established on May 18, 2010, and went public on December 12, 2022. The company specializes in the research, production, sales, and service of optical fiber gyroscope core components, particularly optical fiber rings, and is recognized as a national-level specialized and innovative "little giant" enterprise [1] - The company's main business revenue composition includes: optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment and others (4.17%) [1] Fund Holdings - Changsheng Fund has a significant holding in Changying Technology, with its Changsheng Aerospace Marine Mixed A Fund (000535) increasing its stake by 22,300 shares in the second quarter, holding a total of 178,800 shares, which represents 3.91% of the fund's net value [2] - The fund has achieved a year-to-date return of 18.37%, ranking 4281 out of 8162 in its category, and a one-year return of 16.92%, ranking 4321 out of 8024 [2] Fund Manager Information - The fund manager of Changsheng Aerospace Marine Mixed A Fund is Wang Bingfang, who has been in the position for 3 years and 93 days. The fund's total asset size is 370 million CNY, with the best and worst returns during his tenure being -8.91% and -47.99%, respectively [3]

Core Viewpoint - The announcement details the results of Wuhan Changyingtong Optoelectronic Technology Co., Ltd.'s issuance of shares and cash payment for asset acquisition, including the number of shares issued, pricing, and the completion of necessary procedures for the transaction [2][4][30]. Group 1: Issuance Overview - The company issued 6,406,376 shares at a price of 21.95 CNY per share [2][30]. - The new shares were registered on October 13, 2025, and are expected to be listed for trading after the lock-up period [2][22]. - The transaction involved a cash payment of 17.38 million CNY, constituting 11% of the total payment for the assets acquired [18]. Group 2: Asset Transfer and Approval Process - The transfer of the target assets has been completed, with the company now holding 100% ownership of the acquired entity [19]. - The transaction has undergone all necessary approvals, including those from the company's board and regulatory bodies [4][5][25][28]. - The independent financial and legal advisors confirmed that the transaction complied with relevant laws and regulations [25][28]. Group 3: Shareholder Changes - Following the issuance, the total share capital of the company increased to 128,780,802 CNY, with the major shareholder's ownership percentage slightly diluted from 22.76% to 21.63% [32][30]. - The control of the company remains unchanged, with the same major shareholder retaining control post-transaction [30][32]. Group 4: Business Strategy and Synergy - The company aims to enhance its capabilities in the fiber optic gyro and optical communication sectors through this acquisition, which is expected to improve overall profitability and operational sustainability [33][34]. - The transaction aligns with the company's strategy to expand its product offerings and market reach in the fiber optic gyro industry [33].

北京市盈科律师事务所 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之 | 一、本次交易方案概述 | 3 | | --- | --- | | 二、本次交易的批准和授权 | 3 | | 三、本次交易的实施情况 | 5 | | 四、本次交易的信息披露 | 6 | | 五、董事、监事、高级管理人员的变动情况 | 6 | | 六、资金占用及关联担保情况 | 6 | | 七、相关协议及承诺的履行情况 | 7 | | 八、本次交易的后续事项 | 7 | | 九、结论意见 | 7 | 北京市盈科律师事务所 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之 交易实施情况的 法律意见书 北京市朝阳区金和东路 20 号院正大中心 2 号楼 19-25 层 交易实施情况的 法律意见书 致：武汉长盈通光电技术股份有限公司 北京市盈科律师事务所（以下简称"本所"）是具有中华人民共和国（以下简 称"中国"）法律执业资格的律师事务所。本所接受武汉长盈通光电技术股份有限 公司（以下简称"长盈通"或"上市公司"）的委托，担任长盈通本次拟实施的发 行股份及支付现金购买武汉创联智光科技有限公司、李龙勤、宁波铖丰皓企 ...

广发证券股份有限公司 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 实施情况的 独立财务顾问核查意见 独立财务顾问 二〇二五年十月 广发证券股份有限公司 核查意见 独立财务顾问声明 广发证券股份有限公司（以下简称"广发证券"、"本独立财务顾问"） 接受武汉长盈通光电技术股份有限公司（以下简称"长盈通"、"上市公司" 或"公司"）的委托，担任长盈通发行股份及支付现金购买资产（以下简称 "本次交易"）的独立财务顾问，就该事项向长盈通全体股东提供独立意见， 并制作本核查意见。 本核查意见是依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司重大资产重组管理办法》《上市公司并购重组财务顾问业务管理办 法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大 资产重组》《上海证券交易所上市公司自律监管指引第 6 号——重大资产重组》 等法律、法规的有关规定，按照证券行业公认的业务标准、道德规范和诚实信 用、勤勉尽责精神，遵循客观、公正的原则，在认真审阅相关资料和充分了解 本次交易行为的基础上，发表独立财务顾问核查意见，旨在就本次交易做出独 立、客观和公正的评价，以供长盈 ...

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 实施情况暨新增股份上市公告书 独立财务顾问 2、本次发行股份购买资产的新增股份数量为6,406,376股普通股（A股）， 本次发行完成后公司股份数量为128,780,802股。 二〇二五年十月 特别提示 1、本次发行股份购买资产的新增股份的发行价格为21.95元/股。 3、本公司就本次发行股份向中国证券登记结算有限责任公司上海分公司提 交相关登记材料，本次向特定对象发行新股数量为6,406,376股（其中限售流通 股数量为6,406,376股），2025年10月13日，中国证券登记结算有限责任公司上 海分公司出具了《证券变更登记证明》。 4、本次发行完成后，上市公司股权分布仍满足《公司法》《证券法》及 《科创板股票上市规则》等法律法规规定的股票上市条件。 1 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公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。 中国证监会、上海证券交易所及其他政府部门对 ...