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华工科技(000988) - 关于控股股东及其一致行动人权益变动触及1%整数倍的公告
2025-08-20 11:19
| 2、本次权益变动情况 | | | --- | --- | | 股份种类 | 减持股数(股) 减持比例 | | 股 | A 4,292,506 0.43% | | 合 | 计 4,292,506 0.43% | | 通过证券交易所的集中交易 |  本次权益变动方式 通过证券交易所的大宗交易  | | 其他 | (请注明) | | 3、本次变动前后,投资者及其一致行动人拥有上市公司权益的股份情况 | | | 股份性质 | 本次变动前持有股份 本次变动后持有股份 | | 股数(股) | 占总股本比例 股数(股) 占总股本比例 | | 国恒基金 | 191,045,514 19% 191,045,514 19% 无限售条 | | 件股份 | 国投集团 4,292,506 0.43% 0 0 | | 合 | 计 195,338,020 19.43% 191,045,514 19% | | 有限售条件股份 | 0 0 0 0 | | 合 | 计 195,338,020 19.43% 191,045,514 19% | | 4、承诺、计划等履行情况 | | | 本次变动是否为履行已作出的承诺、意向、计划 | 是 ...
年产4000万只光模块,华工科技光电子研创园一期投产
Core Viewpoint - The official production launch of the first phase of the Huagong Technology Optoelectronic Research and Innovation Park in Wuhan East Lake High-tech Zone is a significant milestone, expected to deliver over 40 million optical modules annually with an estimated output value exceeding 30 billion yuan [1] Company Summary - Huagong Technology (000988) has completed the first phase of its Optoelectronic Research and Innovation Park, which includes a headquarters, an optical communication device industrial base, a central research institute, and a pilot test base [1] - The first phase features a factory area of 80,000 square meters, primarily focused on the research and production of ultra-high-speed optical modules exceeding 800G and 1.6T [1] Industry Summary - The project aims to enhance the production capacity of optical modules, which are critical components in the telecommunications and data transmission sectors, thereby positioning the company to meet global demand [1]
自动化设备板块8月20日涨0.5%,华昌达领涨,主力资金净流出8.85亿元
证券之星消息,8月20日自动化设备板块较上一交易日上涨0.5%,华昌达领涨。当日上证指数报收于 3766.21,上涨1.04%。深证成指报收于11926.74,上涨0.89%。自动化设备板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300278 | 华昌达 | 6.58 | 10.03% | 175.82万 | | 11.27亿 | | 605288 | 凯迪股份 | 64.88 | 10.00% | 1.86万 | | = 1.17亿 | | 001223 | 欧克科技 | 50.42 | 6.98% | 3.51万 | | 1.73亿 | | 688686 | 喫普特 | 119.33 | 5.29% | 1.59万 | | 1.85亿 | | 430425 | 乐创技术 | 26.55 | 4.78% | 8.27万 | | 2.14亿 | | 688777 | 中控技术 | 51.21 | 3.94% | 29.64万 | | 15.00亿 | | ...
华工科技股价上涨1.13% 半年报显示营收净利双增
Jin Rong Jie· 2025-08-19 18:21
Group 1 - The latest stock price of Huagong Technology is 52.83 yuan, up 1.13% from the previous trading day, with a trading volume of 2.874 billion yuan [1] - The company reported a revenue of 7.629 billion yuan for the first half of the year, a year-on-year increase of 44.66%, and a net profit attributable to shareholders of 911 million yuan, also up 44.87% year-on-year [1] - The revenue from the connection business reached 3.744 billion yuan, showing a significant year-on-year growth of 124% [1] Group 2 - The demand for 400G/800G high-speed optical modules is rapidly increasing, with the monthly production capacity of 800G and above products expected to reach 200,000 units after the overseas factory starts production [1] - The company's R&D investment continues to grow, with the 1.6T silicon optical module entering the sample testing phase [1] Group 3 - On August 19, the net inflow of main funds was 16.9391 million yuan, with a cumulative net inflow of 4.4382 million yuan over the past five days [2]
华工科技:在微纳米“小世界”精研“大文章” | 武汉产业创新联合实验室巡礼⑤
Chang Jiang Ri Bao· 2025-08-19 13:14
武汉市首批产业创新联合实验室系列巡礼⑤ 武汉市半导体激光装备产业创新联合实验室 8月7日,一台全新的全自动晶圆激光开槽智能装备从华工科技智能制造未来产业园启程,发往华东某半导体客户现场。这台专为8—12英寸半导体晶圆设 计的激光精细开槽设备,搭载国产的华日超快激光器,能以5微米超高精度进行表面微槽刻蚀,一片12英寸晶圆处理仅需3分钟。 这是武汉市半导体激光装备产业创新联合实验室(以下简称半导体联合实验室)的最新成果之一。"从激光器、运动台到控制软件,该装备实现了核心零 部件全国产化突破。"半导体联合实验室技术负责人、华工科技半导体产品线总经理黄伟近日介绍。 作为武汉市首批10家产业联合实验室之一,由华工科技牵头,联合华中科技大学、九峰山实验室、长飞先进半导体公司等单位组建的半导体联合实验室, 创新性地将科研战场搬到企业一线,通过"单元技术—装备集成—应用示范"的链式攻关,有效支撑了半导体激光高端装备"从0到1"的研发与产业化落地。 △华工科技研发工程师正在做工艺测试。 Part.1 矢志创新攻坚 创下70多项"中国第一" "向高处立,向远处进,向宽处走,向深处做。"位于东湖科学城的华工科技智能制造未来产业园, ...
【私募调研记录】理成资产调研华工科技、道通科技
Zheng Quan Zhi Xing· 2025-08-19 00:14
Group 1: 华工科技 - 华工科技 achieved a revenue of 7.629 billion yuan in the first half of 2025, representing a 45% year-on-year growth, with a net profit attributable to the parent company of 911 million yuan, also up 45% [1] - The company focuses on core technologies such as laser and intelligent manufacturing, information communication, intelligent vehicle networking, perception technology, and industrial software, with R&D investment of 461 million yuan, a 19% increase [1] - Global operations are being enhanced, with a continuous reduction in sales and management expense ratios; the perception business generated 2.154 billion yuan in revenue, a 17% increase, primarily targeting the new energy vehicle supply chain [1] - The optical connectivity business saw revenue of 3.744 billion yuan, a significant 124% increase, with large-scale delivery of 400G and 800G optical modules [1] - The laser and intelligent manufacturing business reported revenue of 1.676 billion yuan, with notable profit growth in high-power laser equipment [1] Group 2: 道通科技 - 道通科技 is developing an end-to-end payment solution in the AI + charging business, supporting multiple payment methods and exploring stablecoin payments and RW financing [2] - The AI and software business operates on a subscription model, providing various value-added services to enhance software revenue and renewal rates [2] - The growth in the TPMS business is driven by policy benefits and market demand, with significant global aftermarket replacement needs [2] - The AI + inspection business has been implemented in oilfield inspections, achieving a fully autonomous process closure and cluster collaborative response [2] Group 3: 机构简介 - 上海理成资产 is one of the earliest established private management companies in China, adhering to a growth stock investment philosophy focused on safety margins for thirteen years [3] - The company has a complete and unique investment management knowledge system, with 50 employees, nearly 30 of whom are professional research and investment personnel [3] - The management scale has exceeded 10 billion yuan, focusing on secondary stock long strategies and PIPE strategies in the fields of pharmaceuticals, advanced manufacturing, and consumer goods [3] - 理成 has consistently ranked high in long-term performance and has won four private equity golden bull awards over three sessions [3]
不“内卷”向“外翻” 华工科技以科技创新拼价值
华工科技 光模块制造车间 华工科技光电子信息产业研创园暨出口基地(一期) ◎记者 荆淮侨 8月15日,华工科技交出半年报:上半年,公司实现营业收入76.29亿元,同比增长44.66%,实现归母净 利润9.11亿元,同比增长44.87%。其中,随着国内互联网及设备厂商算力需求激增,应用于算力中心建 设的400G/800G等高速光模块需求快速释放,公司联接业务营业收入37.44亿元,同比增长124%。 "今年是华工科技上市的第25年,从2009年至今,公司已连续十五年保持利润增长。"华工科技董事长马 新强表示,在当前的市场竞争格局下,"内卷"一定没有出路,低价也不应成为中国制造的标签。当越来 越多的中国企业在全球市场乘风破浪时,行业领军企业更应带头在创新上持续压强投入,引领行业从 打"价格战"转向拼"价值战",向"外翻"打开新的成长空间。 自1999年成立以来,华工科技销售收入年均增长率为20.7%,净利润年均增长率为15.8%。2021年完成 校企分离改革当年,公司销售收入即从61亿元突破百亿元大关,近五年净利润复合增长率达18%,研发 投入复合增长25%,海外销售收入复合增长32%。 从"做不了"到"卖全球" ...
华工科技:接受嘉实基金等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-08-18 08:49
华工科技发布公告称,2025年8月15日,华工科技接受嘉实基金等投资者调研,公司华工科技董事/副总 经理/董事会秘书刘含树、华工科技董事/副总经理熊文、华工高理总经理聂波、华工激光总经理邓家 科、华工正源总经理胡长飞、华工科技证券事务代表姚永川、华工科技投资者关系主管陶雪芷参与接 待,并回答了投资者提出的问题。 (文章来源:每日经济新闻) ...
自动化设备板块8月18日涨1.45%,东杰智能领涨,主力资金净流出6.06亿元
证券之星消息,8月18日自动化设备板块较上一交易日上涨1.45%,东杰智能领涨。当日上证指数报收于 3728.03,上涨0.85%。深证成指报收于11835.57,上涨1.73%。自动化设备板块个股涨跌见下表: 从资金流向上来看,当日自动化设备板块主力资金净流出6.06亿元,游资资金净流出1.78亿元,散户资金 净流入7.84亿元。自动化设备板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002334 | 英威腾 | 1.49 Z | 14.07% | -9093.55万 | -8.61% | -5762.06万 | -5.46% | | 300757 罗博特科 | | 1.43 Z | 6.10% | 1889.52万 | 0.81% | -1.62 Z | -6.90% | | 000988 华工科技 | | 1.29 乙 | 4.81% | -5101.67万 | -1.90% | - ...
华工科技(000988) - 2025年8月15日投资者关系活动记录表
2025-08-18 08:18
Group 1: Financial Performance - The company achieved a revenue of 7.629 billion CNY, representing a 45% year-on-year growth [5] - The net profit attributable to the parent company was 911 million CNY, also reflecting a 45% increase [5] - R&D investment reached 461 million CNY, marking a 19% increase compared to the previous period [5] Group 2: Business Segments - The perception business generated a revenue of 2.154 billion CNY, with a 17% year-on-year growth; sensor business revenue was 1.942 billion CNY [6] - The optical connection business saw a revenue of 3.744 billion CNY, a significant 124% increase [6] - The laser + intelligent manufacturing segment achieved a revenue of 1.676 billion CNY, with notable growth in high-power laser equipment [7] Group 3: Market Expansion and Strategy - The company is focusing on the new energy vehicle and shipbuilding industries, enhancing its global operations and international business base [5] - The domestic demand for optical modules is expected to grow, transitioning from 400G to 800G products [8] - The overseas market for optical connection business is expanding, with a 50% increase in orders in the first half of the year [9] Group 4: Technological Advancements - The company has made significant progress in silicon photonics technology, with applications in 400G optical modules and plans for 800G and 1.6T modules [10] - The pressure sensor business has seen substantial growth, with a focus on domestic and international automotive markets [14] - The laser precision micro-nano business is targeting 3D printing and green agriculture, with plans for commercial applications of intelligent laser weeding robots [16][17]