证券代码：000070 证券简称：特发信息 公告编号：2025-53 深圳市特发信息股份有限公司 关于收到《刑事判决书》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1.案件所处的诉讼阶段：一审判决 2.上市公司所处的当事人地位：被害人 3.对上市公司损益产生的影响：对公司本期利润和期后利润的影 响存在一定不确定性。 深圳市特发信息股份有限公司（以下简称公司或特发信息）于近 日收到广东省深圳市中级人民法院出具的《刑事判决书》【（2024） 粤 03 刑初 021 号、（2024）粤 03 刑初 285 号、（2025）粤 03 刑初 263 号】。现将有关情况公告如下： 一、案件当事人 1.被告人：陈传荣、易宗湘、刘颖、王凌、刘冰 2.被害单位：深圳市特发信息股份有限公司 二、案件基本情况 针对公司因收购深圳特发东智科技有限公司（以下简称特发东智） 被合同诈骗、职务侵占一案，公司于 2022 年 7 月 18 日收到深圳市公 截至本公告披露日，除已披露的诉讼、仲裁事项外，公司不存在 应披露而未披露的其他诉讼、仲裁事项。 五、本事项对公司的 ...

Summary of Key Points Core Viewpoint - On December 11, a total of 35 stocks were involved with institutional investors, with 16 showing net buying and 19 showing net selling. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were ZTE Corporation, Zhengbang Technology, and China Uranium Industry, with net buying amounts of 632.69 million, 345.92 million, and 181.41 million respectively [1]. - ZTE Corporation experienced a price drop of 10.00% on the same day [2]. - Zhengbang Technology and China Uranium Industry had price increases of 9.87% and 5.95% respectively [2]. Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were Yonghui Supermarket, TeFa Information, and Shunhao Co., with net selling amounts of 394.58 million, 174.52 million, and 157.61 million respectively [1]. - Yonghui Supermarket saw a price increase of 6.12%, while TeFa Information and Shunhao Co. experienced price drops of 9.97% and 7.65% respectively [3].

Market Overview - On December 11, all three major indices declined, with total market turnover reaching 1.89 trillion yuan, an increase of 93.6 billion yuan compared to the previous trading day, and over 4,300 stocks fell [1] - Market hotspots focused on controllable nuclear fusion and wind power equipment sectors, while real estate and duty-free concepts weakened [1] High-Performing Stocks - Fujian local stockholder Baigroup achieved a five-day consecutive rise, while Annie Co. recorded five rises in six days, and commercial aerospace concept stock Zai Sheng Technology saw four consecutive rises [3] - Notable stocks with significant gains included: - Annie Co. (+10.03%, 13.60 yuan, six days five boards) [4] - Dongbai Group (+10.03%, 14.92 yuan, five consecutive boards) [4] - Zai Sheng Technology (+10.06%, 7.66 yuan, four consecutive boards) [4] - Goldwind Technology (+9.97%, 16.98 yuan, first board) [4] Trading Dynamics - The top three net buying stocks on the Dragon and Tiger list were Snowman Group, Goldwind Technology, and Tongguang Cable, with net purchases of 325 million yuan, 234 million yuan, and 173 million yuan respectively [5] - The top three net selling stocks were ZTE Corporation, Teifa Information, and Shunhao Shares, with net sales of 264 million yuan, 191 million yuan, and 174 million yuan respectively [7] Sector Highlights - Snowman Group, involved in commercial aerospace and controllable nuclear fusion, saw a trading increase of 9.99% with a turnover of 2.457 billion yuan and a trading range of 9.70% [9] - Zhengbang Technology, focusing on pig farming, experienced a trading increase of 9.87% with a turnover of 2.16 billion yuan and a trading range of 10.58% [14] Institutional Activity - Institutional net buying was significant for ZTE Corporation, with a net purchase of 632 million yuan, while net selling was observed for Teifa Information at 175 million yuan [8][9] - The net buying activity for Goldwind Technology reached 686 million yuan, indicating strong institutional interest [21]

Group 1 - The stock of TeFa Information experienced a limit down today, with a turnover rate of 27.38% and a trading volume of 3.464 billion yuan, showing a fluctuation of 18.03% [2] - Institutional investors net sold 175 million yuan, while the Shenzhen Stock Connect recorded a net sell of 4.404 million yuan, with a total net buy from brokerage seats of 27.299 million yuan [2] - The stock was listed on the Dragon and Tiger list due to a daily fluctuation value of 18.03% and a daily decline deviation of -8.59% [2] Group 2 - The main funds saw a net outflow of 504 million yuan today, with large orders contributing to a net outflow of 246 million yuan and 258 million yuan respectively [3] - Over the past five days, the main funds recorded a net inflow of 164 million yuan [3] - The top five brokerage seats on the Dragon and Tiger list had a total transaction amount of 739 million yuan, with a buy amount of 274 million yuan and a sell amount of 465 million yuan, resulting in a net sell of 191 million yuan [2][3] Group 3 - The stock has appeared on the Dragon and Tiger list 10 times in the past six months, with an average price increase of 1.51% the day after being listed and an average decline of 2.66% in the following five days [2]

Core Viewpoint - The A-share market showed a mixed performance on December 10, with the Shanghai Composite Index declining by 0.23% while the Shenzhen Component Index increased by 0.29, indicating a divergence in market sentiment [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets was 1.78 trillion yuan, a decrease of approximately 125.4 billion yuan compared to the previous trading day [1] - A total of 2,341 stocks rose while 2,658 stocks fell, with declining stocks slightly outnumbering rising ones [1] Popular Stocks - The top ten popular stocks included Yonghui Supermarket, Vanke A, Haima Automobile, Longzhou Co., Aerospace Development, Tiantong Co., Zhongke Shuguang, Hainan Development, Dongbai Group, and Tefa Information [1][2] Stock Analysis - Yonghui Supermarket is undergoing transformation by adopting the "Pang Donglai" model amid ongoing operational pressures, supported by innovative retail policies and significant buying from well-known funds [3] - Vanke A benefits from low-interest loans from its major shareholder, enhancing its debt structure and business development, with active market participation reflected in a net purchase of 1.47 billion yuan [3] - Haima Automobile is positively impacted by the implementation of policies related to the Hainan Free Trade Port, with significant advancements in its new energy vehicle segment [3] - Longzhou Co. is driven by multiple catalysts, including hydrogen energy policies and government compensation for land acquisition, contributing to its profitability [3] - Aerospace Development is involved in low-orbit satellite projects, benefiting from dual policy and industry catalysts [4] - Tiantong Co. is positioned in several hot market areas, including PCB and lithium batteries, with successful production of lithium niobate chips [4] - Zhongke Shuguang is gaining attention due to its major asset restructuring and alignment with AI and liquid cooling server trends [4] - Hainan Development and Dongbai Group are influenced by favorable policies related to the Hainan Free Trade Port, while Tefa Information benefits from trends in AI computing and digital infrastructure [5]

Core Viewpoint - CPO (Chip-Package-Optical) technology is emerging as a key direction for high-speed optical modules, leveraging the advantages of "chip and optical engine co-packaging" to become a core area for next-generation optical communication devices [1] Company Highlights - **特发信息 (Tefa Information, 000070.SZ)**: Latest stock price at 14.85 CNY, with a daily increase of +10.00%. The subsidiary has CPO platform design capabilities and high-precision packaging technology applicable for CPO packaging [1] - **联特科技 (Liante Technology, 301205.SZ)**: Latest stock price at 143.60 CNY, with a daily increase of +7.24%. Focused on optical communication transceiver modules, mastering design and manufacturing capabilities from optical chips to optical modules [1] - **长芯博创 (Changxin Bochuang, 300548.SZ)**: Latest stock price at 143.82 CNY, with a daily increase of +7.09%. An integrated circuit electronic device company that has released external light source modules for CPO and is developing photonic technology-related products [1] - **德科立 (Dekeli, 688205.SH)**: Latest stock price at 172.90 CNY, with a daily increase of +4.78%. A light transmission company with R&D plans covering 800G and CPO high-speed miniaturized optical transceiver module technology solutions [1] - **华工科技 (Huagong Technology, 000988.SZ)**: Latest stock price at 83.20 CNY, with a daily increase of +3.53%. A photonics company with vertical integration capabilities, establishing a research institute to focus on CPO and LPO technologies [1] - **光迅科技 (Guangxun Technology, 002281.SZ)**: Latest stock price at 68.55 CNY, with a daily increase of +3.24%. A global supplier of photonic devices that has already laid out CPO technology and completed silicon photonic integration packaging technology development [1] - **新易盛 (Xinyi Sheng, 300502.SZ)**: Latest stock price at 432.26 CNY, with a daily increase of +3.13% [1] - **中天科技 (Zhongtian Technology, 600522.SH)**: Latest stock price at 17.22 CNY, with a daily increase of +2.99%. Advancing CPO co-packaging optical technology and has mastered high-speed optical module packaging capabilities [2] - **炬光科技 (Juguang Technology, 688167.SS)**: Latest stock price at 170.89 CNY, with a daily increase of +2.45%. Acquired SMO technology applicable for efficient collimation and coupling of laser light sources in CPO [2] - **源杰科技 (Yuanjie Technology, 688498.SH)**: Latest stock price at 691.66 CNY, with a daily increase of +2.39%. Has laser product reserves for CPO, with CW high-power laser technology applicable in the CPO field [2] - **光库科技 (Guangku Technology, 300620.SZ)**: Latest stock price at 172.58 CNY, with a daily increase of +2.20%. Launched high-density, high polarization-maintaining fiber array collimators for CPO applications [2] - **仕佳光子 (Shijia Photonics, 688313.SH)**: Latest stock price at 96.10 CNY, with a daily increase of +2.13%. Products like high-power laser chips can be used for CPO packaging [2] - **亨通光电 (Hengtong Optic-Electric, 600487.SH)**: Latest stock price at 20.75 CNY, with a daily increase of +1.72%. One of the earliest companies to layout CPO optoelectronic co-packaging, previously launched a 3.2T CPO working prototype [2] - **聚飞光电 (Jufei Optoelectronics, 300303.SZ)**: Latest stock price at 7.12 CNY, with a daily increase of +1.71%. The company's invested subsidiary has silicon optical chips applicable for CPO [2] - **中际旭创 (Zhongji Xuchuang, 300308.SZ)**: Latest stock price at 616.00 CNY, with a daily increase of +1.65%. A leading optical module company, with CPO as one of its key evolution directions, already has R&D and layout in place [3]

Market Overview - As of December 10, the Shanghai Composite Index closed at 3900.50 points, down by 9.03 points, a decrease of 0.23% [1] - The Shenzhen Component Index closed at 13316.42 points, up by 39.06 points, an increase of 0.29% [1] - The ChiNext Index closed at 3209.00 points, down by 0.60 points, a decrease of 0.02% [1] Trading Activity - A total of 93 A-shares had a turnover rate exceeding 20% on December 10 [1] - Notable stocks with high turnover rates included: - C Baiao (688796) with a turnover rate of 75.80% and a price increase of 146.63% [1] - De Yi Culture (300640) with a turnover rate of 57.78% and a price increase of 9.88% [1] - Longzhou Co. (002682) with a turnover rate of 55.52% and a price increase of 9.96% [1] - C Moore-U (688795) with a turnover rate of 51.93% and a price increase of 16.98% [1] - Shen Nong Agriculture (300189) with a turnover rate of 51.33% and a price increase of 20.07% [1] Individual Stock Performance - C Baiao (688796) closed at 65.80 yuan, showing a significant increase [1] - De Yi Culture (300640) closed at 9.79 yuan, reflecting a positive performance [1] - Longzhou Co. (002682) closed at 10.49 yuan, also showing a positive trend [1] - C Moore-U (688795) closed at 735.00 yuan, indicating strong market interest [1] - Shen Nong Agriculture (300189) closed at 6.88 yuan, demonstrating a solid increase [1]

Core Insights - The F5G concept index rose by 1.68%, ranking 6th among concept sectors, with 26 stocks increasing in value, including notable gains from TeFa Information, DongTian Micro, and Changxin Bochuang [1][2] Group 1: Market Performance - The top-performing stocks in the F5G sector included TeFa Information, which hit the daily limit, and others like DongTian Micro and Changxin Bochuang, which rose by 8.24%, 7.09%, and 5.63% respectively [1] - Conversely, the stocks with the largest declines included Ruisi Kanda, Cambridge Technology, and Tongyu Communication, which fell by 2.18%, 1.88%, and 1.72% respectively [1] Group 2: Capital Flow - The F5G sector saw a net inflow of 463 million yuan, with 18 stocks receiving net inflows, and 7 stocks attracting over 50 million yuan each [2] - TeFa Information led the net inflow with 453 million yuan, followed by Changxin Bochuang and HuaGong Technology with net inflows of 316 million yuan and 282 million yuan respectively [2] Group 3: Capital Inflow Ratios - The stocks with the highest net inflow ratios included TeFa Information at 14.75%, ZhenYou Technology at 6.96%, and FeiLing Kesi at 6.44% [3][4] - Other notable stocks with significant inflow ratios were Changxin Bochuang at 5.70% and HuaGong Technology at 4.72% [3][4]

Core Viewpoint - The Shenzhen state-owned enterprise reform concept index rose by 1.80%, ranking fifth among concept sectors, with 25 stocks increasing in value, led by TeFa Information, which hit the daily limit, and other notable gainers including TeFa Services and Shahe Shares [1][2]. Group 1: Market Performance - The Shenzhen state-owned enterprise reform sector saw a net inflow of 600 million yuan from main funds, with 17 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflow [2]. - TeFa Information led the net inflow with 453 million yuan, followed by ZhaoChi Shares and TeFa Services with net inflows of 71.63 million yuan and 54.99 million yuan respectively [2][3]. Group 2: Stock Performance - The top performers in the Shenzhen state-owned enterprise reform sector included: - TeFa Information: increased by 10.00% with a turnover rate of 24.46% and a net inflow ratio of 14.75% [3]. - ZhaoChi Shares: increased by 5.63% with a turnover rate of 3.45% and a net inflow ratio of 6.37% [3]. - TeFa Services: increased by 7.82% with a turnover rate of 11.24% and a net inflow ratio of 6.57% [3]. - Conversely, the stocks with the largest declines included ShenGao Expressway, TeLi A, and JianKe Institute, which fell by 0.55%, 0.27%, and 0.18% respectively [1].

每经AI快讯，12月10日，CPO板块探底回升，长飞光纤、特发信息午后拉升涨停，新易盛涨3%、中际 旭创涨2%创历史新高。 每经AI快讯，12月10日，CPO板块探底回升，长飞光纤、特发信息午后拉升涨停，新易盛涨3%、中际 旭创涨2%创历史新高。 ...