证券代码：001267 证券简称：汇绿生态 公告编号：2025-052 经中国证券监督管理委员会《关于核准汇绿生态科技集团股份有限公司非公开发行 股票的批复》（证监许可〔2022〕1248 号）核准，公司由主承销商天风证券股份有限公 司采用非公开发行方式，向特定对象非公开发行人民币普通股（A 股）股票 75,446,428 股，每股面值 1 元，每股发行价人民币 4.48 元。本次发行共计募集资金总额为人民币 337,999,997.44 元，扣除与发行相关的发行费用（不含税）人民币 5,682,557.13 元后，募 集资金净额为人民币 332,317,440.31 元。该项募集资金已全部到位，并于 2022 年 9 月 8 日经中审众环会计师事务所（特殊普通合伙）出具了众环验字（2022）0110056 号《验 资报告》验证确认。 二、募集资金专户开立及监管协议签署情况 为规范公司募集资金的管理和使用，提高募集资金使用效率，保护投资者利益，根 据上市公司募集资金管理和使用等有关法律法规的相关规定，公司开立了募集资金专项 账户（以下简称"专户"）对募集资金的存储与使用进行管理，并与招商银行股份有限 公司武汉 ...

汇绿生态：硅光单模产品已全面进入批量生产阶段 智通财经6月23日电，汇绿生态(001267.SZ)公告称，公司于2025年6月20日通过电话会议与投资者交 流。公司董事会秘书严琦及董事副总经理、武汉钧恒董事长总经理彭开盛介绍了公司基本情况并回答了 投资者问题。武汉钧恒预计多模产品需求将趋于平稳，其硅光单模产品已全面进入批量生产阶段。关于 利润率较高的原因，武汉钧恒表示这是由于在客户选择、研发实力、生产制造管理水平及供应链管理等 多方面因素的综合影响。此外，武汉钧恒在马来西亚建立生产基地以降低关税风险，并提供多种合作模 式以满足客户需求。 ...

Group 1: Company Overview and Market Position - Huisheng Ecology has made significant progress in the silicon photonics single-mode product sector, entering mass production due to advanced coupling technology and efficient production capabilities [2][3] - The demand for multimode products is expected to stabilize, while the revenue share of 800G optical modules is steadily increasing [3] Group 2: Financial Performance and Strategic Partnerships - Wuhan Junheng's profit margin is within a normal range, influenced by factors such as customer selection, R&D strength, production management, and supply chain management [3] - The first quarter report of 2025 indicates an increase in accounts receivable and payable due to the consolidation of Wuhan Junheng's balance sheet, with good customer payment conditions and a typical payment term of three months [4] Group 3: Production Capacity and Market Strategy - Plans to expand production capacity to 200K units per month by the end of the year, with the distribution ratio of 800G and 400G products to be adjusted based on market demand [3] - Wuhan Junheng has established a production base in Malaysia to enhance overseas shipping capabilities, reducing reliance on a single market and increasing flexibility in response to tariff issues [3] Group 4: Strategic Cooperation and Client Relations - Strategic cooperation with clients showcases Wuhan Junheng's technical and manufacturing capabilities, offering various collaboration models including ODM/JDM/OEM [5] - The collaboration between Huisheng Ecology and Wuhan Junheng is progressing well, with both teams aligned in corporate culture and management philosophy [3]

Group 1: Company Overview and Market Position - Wuhan Junheng has a promising order growth outlook for 2025, particularly in the 400G/800G product segment, with significant increases in shipment volumes noted in Q1 and Q2 [2][3] - The company is currently ranked among the top 19 global optical module companies, indicating a strong international market position and rapid industry growth [5] Group 2: Supply Chain and Production Capacity - Material supply for optical modules is currently sufficient to meet production demands, with no anticipated bottlenecks even with potential production increases in the next 6-12 months [3] - Wuhan Junheng's production capacity is currently saturated, with plans to build a new optical module production and R&D base in Ezhou, Hubei Province, aiming for a capacity of 200-300K units per month [6] Group 3: Strategic Goals and Market Expansion - The company is actively pursuing both domestic and international market expansion, focusing on meeting the high standards of major clients while exploring diverse growth opportunities [4] - Future goals include maintaining growth momentum and solidifying its competitive position in the global optical communication industry over the next three years [5] Group 4: Financial Management and Risk Control - Despite a large scale of accounts receivable, the company has implemented measures to manage and control related risks, maintaining a healthy cash flow and cautious regional expansion strategy [10] - An accounts receivable management team has been established to optimize collection processes and enhance communication with clients [10] Group 5: Acquisition Strategy - The acquisition of a 51% stake in Wuhan Junheng by Huilv Ecology was driven by strategic considerations, focusing on long-term collaboration and growth rather than short-term financial gains [9] - Huilv Ecology plans to strengthen internal control systems while allowing Wuhan Junheng to focus on its core business and market expansion [9][7]

证券代码：001267 证券简称：汇绿生态 汇绿生态科技集团股份有限公司 投资者关系活动记录表 编号：2025-011 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑电话会议 □其他： （请文字说明其他活动内容） 参与单位名 称 及人员姓名 民生通信 马天诣、夏钦；财通基金 袁泽强、张胤、沈犁。 时间 2025 年 6 月 13 日（星期五） 地点 汇绿生态科技集团股份有限公司会议室 公司接待人 员姓名 汇绿生态董事会秘书 严琦 投资者关系 活动主要内 容介绍 汇绿生态董事会秘书严琦向投资者简要介绍了公司的基本情况，并 回答了投资者问题。 问题一：武汉钧恒科技有限公司（以下简称"钧恒科技"）营业收 入及净利润表现情况？ 武汉钧恒在 2024 年全年实现营业收入 6.67 亿元，净利润为 6966.90 万元，2025 年第一季度表现尤其亮眼。上市公司一季报已经合并了武 汉钧恒 2 月 3 月两个月的净利润。 问题二：明年某头部大厂整体对 800G 的需求，可能会有 600 万只 以上。今年预计全年不到 300 万这个量，所以明年是预计需求 ...

Group 1: General Information - The research object is Huilv Ecology, belonging to the engineering construction industry, and the reception time was on June 12, 2025. The listed company's reception staff included directors, general manager Li Yan, director, board secretary, deputy general manager Yan Qi, director, deputy general manager Shi Lei, director, deputy general manager Peng Kaisheng, and chief financial officer Cai Zhicheng [17] Group 2: Research Institutions - The reception objects include investors' online questions and others, and the reception object type is other [20] Group 3: Core Views and Company Responses - With the increasing application of the AI market, the demand for optical modules, as one of the basic materials for the AI digital base, is growing significantly. The company will focus on high - speed products in this field, expand both domestic and foreign markets, and continuously develop new customers [24] - The company aims to balance different business models. It will consolidate the advantages of the garden business through cost - reduction, efficiency - improvement, and full - industry chain collaboration, while using the optical module business to increase research on cutting - edge technologies, and strengthen large - scale delivery capabilities through capacity layout in Wuhan, Hefei, and overseas [24] - The international market is one of the company's future main directions for AI optical communication business, and Malaysia is an important base. New layouts will be considered based on customer needs and clear business requirements [25] - The company's current order trend is good, and its downstream customers include those from the Internet, equipment manufacturers, and ecological partners [26] - The management will prudently consider renaming the company according to the development of Wuhan Junheng's optical communication business [27] - Junheng Technology's current orders are on the rise, and the capacity utilization rates in Malaysia and Hefei are high, with continuous capacity expansion [27] - The high - speed copper cable business of Wuhan Junheng is an important strategic direction for the company's future development, and its business proportion is on the rise [28] - The company's garden business mainly consists of municipal supporting garden projects and rarely involves real - estate - related garden construction [28] - The company's strategic direction is to develop towards the optical communication field, having completed the acquisition of 51% of the equity of Wuhan Junheng Technology Co., Ltd. in early 2025 [28] - The company will formulate a market value management system in accordance with relevant laws and regulations to standardize market value management behavior [29] - The company will consider acquiring the remaining equity of Junheng Technology based on its business development and market prospects [30]

Group 1: Market Expansion and Business Strategy - The company is focusing on the AI market, with significant growth in demand for optical modules as a foundational material for AI applications [1] - The company plans to deepen its investment in high-speed products and expand its customer base both domestically and internationally [1] - The optical communication business is a global focus, with Malaysia serving as a key base for international development [2] Group 2: Financial Performance and Orders - The company reports a positive trend in current orders, with clients from the internet, equipment manufacturers, and ecological partners [2] - The utilization rate of production capacity in Malaysia and Hefei is high, with ongoing expansion efforts [2] - The revenue contribution from high-speed copper cables is expected to increase as the products are gradually introduced to the market [3] Group 3: Strategic Direction and Acquisitions - The company has completed the acquisition of 51% of Wuhan Junheng Technology, which focuses on high-speed optical modules [4] - The company is considering further acquisitions of Junheng Technology's remaining shares based on business performance and market outlook [4] - The company aims to establish a value management system to protect the interests of stakeholders and enhance market performance [4]

Core Viewpoint - The article highlights the rampant insider trading in the A-share market, indicating that the frequency and audacity of such activities have reached unprecedented levels, overshadowing previous regulatory efforts [3][22]. Group 1: Instances of Pre-announcement Price Surge - Guokewi announced on June 6 its intention to acquire 94.366% of Zhongxin Ningbo's equity, leading to a 20% price surge on May 20, just before the announcement [5]. - Shangluo Electronics saw a 22.82% increase over four trading days prior to its announcement on June 4 regarding the acquisition of Guangzhou Ligong Technology [6]. - Bangji Technology's stock price surged on June 4 before announcing its acquisition plans [7]. - ST Jinbi experienced a 7.13% increase in the two trading days leading up to its announcement on June 4 regarding a share transfer [8]. - Huamao Technology's stock rose by 11.16% in the three trading days before its June 4 announcement of acquiring Shenzhen Fuchuang Youyue Technology [9]. Group 2: Long-term Price Increases Before Major Announcements - Honghui Fruits and Vegetables saw a 38.14% increase from April 1 to June 6, despite only a 2.97% rise on the announcement day [23]. - Maipu Medical's stock surged over 69.61% from April 7 to May 21, with significant increases noted before its announcement [23]. - Haitai Development's stock rose by 73.84% from April 7 to June 5, despite only a 1.73% increase on the announcement day [23]. - Feiyada's stock increased by 50.76% in May, with multiple days of over 9% gains leading up to its announcement on June 4 [23]. Group 3: Techniques of Insider Trading - The article discusses the strategy of creating false market signals to mislead investors, as seen in the case of Qunxing Toys, which experienced a sudden surge in trading volume before announcing a major asset restructuring [29]. - The practice of buying shares before creating favorable news is highlighted, with examples such as Diou Home, where the actual controller's shareholding was transferred to a related party [31]. - The article notes that insider trading is often concealed effectively, making it difficult for regulatory bodies to detect [34]. Group 4: Regulatory Challenges - The article emphasizes that even significant price increases do not necessarily trigger regulatory scrutiny, as companies can claim no insider information was leaked [36][38]. - Instances of companies reporting substantial price increases before announcements without facing consequences illustrate the challenges in enforcing regulations [40][41].

Market Overview - The Shanghai Composite Index closed at 3393.26 points, above the six-month moving average, with a change of 0.23% [1] - The total trading volume of A-shares reached 838.618 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 184 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Qitian Technology: 11.69% deviation, closing price 14.38 yuan, with a daily increase of 20.03% and turnover rate of 15.50% [1] - Haochen Medical: 8.62% deviation, closing price 3.12 yuan, with a daily increase of 9.86% and turnover rate of 6.44% [1] - Jinyinhai: 7.58% deviation, closing price 21.00 yuan, with a daily increase of 9.66% and turnover rate of 6.43% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Guangyun Technology: 7.45% deviation, closing price 14.13 yuan, with a daily increase of 9.20% and turnover rate of 4.78% [1] - Yaowang Technology: 5.93% deviation, closing price 7.12 yuan, with a daily increase of 7.88% and turnover rate of 13.64% [1] - Nuotai Biotech: 5.91% deviation, closing price 55.37 yuan, with a daily increase of 10.36% and turnover rate of 5.58% [1] Summary of Other Stocks - Additional stocks with lower deviation rates that have just crossed the six-month moving average include: - Guangdong Hongtu: just above the six-month line [1] - Xinhe Shares: just above the six-month line [1] - Songjing Shares: just above the six-month line [1]

证券代码：001267 证券简称：汇绿生态 公告编号： 2025-051 汇绿生态科技集团股份有限公司 关于持股 5%以上股东部分股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股东股份质押基本情况 汇绿生态科技集团股份有限公司（以下简称"公司"或"本公司"）近日接到公司 持股5%以上股东宁波汇宁投资有限公司的通知，获悉其办理了股票质押业务，具体情况 如下： | | | （一）股东股份质押基本情况 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 是否为控股 | 本次质押数 | | 占其 | 占公 | | 是否为限售 | | 是否 | 质押 | | | 起 质押到 | | 质权人 | 质押 | | | | | | | | | | 称 | 股东或第一 | 量 | | 所持 | 司总 | 股（如是， | | 为补 | 始日 | 期 | | | 日 | 用途 | | | | | | | | | ...