关于董事辞职的公告 根据《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范 运作》《公司章程》等相关规定，李张林女士的辞职不会导致公司董事会成员低 于法定最低人数，不会影响公司董事会正常运作和公司正常生产经营，其辞职报 告自送达公司董事会之日起生效。辞职生效后，李张林女士不再担任公司任何职 务。 截至本公告披露日，李张林女士未持有公司股份，其亦不存在应履行而未履 行的承诺事项。 公司董事会对李张林女士在任职期间为公司所作贡献表示衷心感谢！ 公司将尽快按照相关规定完成董事的补选工作。 证券代码：002194 证券简称：武汉凡谷 公告编号：2025-024 武汉凡谷电子技术股份有限公司 关于董事辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 武汉凡谷电子技术股份有限公司（以下简称"公司"）董事会于 2025 年 7 月 31 日收到公司董事李张林女士的书面辞职报告，李张林女士因个人原因申请辞 去所担任的公司董事及董事会战略委员会委员职务。李张林女士原定董事任期至 第八届董事会届满，即至 2027 年 1 月 11 日止。 特此公告。 武 ...

Group 1 - On July 30, Wuhan Fangu received a financing purchase amount of 0.22 billion, ranking 1529th in the two markets [1] - The financing repayment amount on the same day was 0.18 billion, resulting in a net purchase of 3.69 million [1] - Over the last three trading days (July 28-30), Wuhan Fangu had financing purchases of 0.60 billion, 0.23 billion, and 0.22 billion respectively [1] Group 2 - On the same day, the company had a securities lending sell-out of 0.06 thousand shares, with a net sell-out of 0.04 thousand shares [1]

Investment Rating - The report maintains a "Recommend" rating for the communication industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [36]. Core Insights - The optical module industry has shown unexpected growth in the first half of 2025, with major companies reporting over 50% year-on-year profit increases, driven by the demand for 800G products [22][26]. - NVIDIA's H20 chip is set to re-enter the Chinese market, which is expected to enhance the domestic computing power supply chain and benefit related sectors such as IDC [19][17]. - The communication sector has outperformed the broader market indices, with a 7.56% increase in the past week, and a 17.82% increase year-to-date, significantly surpassing the performance of the CSI 300 index [9][10]. Summary by Sections Industry Overview - The communication industry consists of 123 listed companies with a total market capitalization of approximately 492.49 billion yuan [3]. - The sector's performance has been strong, with a year-to-date increase of 17.82%, outperforming the CSI 300 index by 14.67 percentage points [9]. Market Performance - The communication sector's absolute performance over the last month, six months, and twelve months stands at 8.7%, 18.6%, and 30.5%, respectively [4]. - The sector's PE-TTM is reported at 35.94, compared to 13.39 for the CSI 300 index [9]. Key Companies and Recommendations - Key recommendations include China Mobile, China Telecom, and China Unicom for operators; for optical modules, NewEase, Tianfu Communication, and Zhongji Xuchuang are highlighted [30]. - The report suggests monitoring companies like Aofei Data, Guanghuan New Network, and Runze Technology in the IDC sector due to the anticipated benefits from the H20 chip's market re-entry [19][30]. Optical Module Market - Major optical module suppliers in China have reported significant profit growth, with NewEase's net profit expected to increase by 327.68%-385.47% year-on-year [22]. - The demand for 800G and 1.6T products is driving the market, with expectations of continued growth in the coming quarters [26][24].

[Wuhan Fangu 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Wuhan%20Fangu%20Electronics%20Technology%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) This report provides Wuhan Fangu's preliminary financial outlook for the first half of 2025, highlighting a significant expected decline in net profit [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a substantial year-on-year decrease in net profit for the first half of 2025, with a projected loss after non-recurring items 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: 1.60 million – 2.07 million yuan | Profit: 29.91 million yuan | | Year-on-Year Change | Decrease: 93.08% – 94.65% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 7.32 million – 7.79 million yuan | Profit: 23.79 million yuan | | Year-on-Year Change | Decrease: 130.78% – 132.75% | - | | **Basic Earnings Per Share** | Profit: 0.0023 – 0.0030 yuan/share | Profit: 0.0438 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) This performance forecast is based on preliminary internal calculations and has not undergone pre-auditing by a certified public accountant - This performance forecast represents the company's preliminary calculation results and has not been audited by a certified public accountant[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The primary drivers for the expected profit decline include severe market competition leading to reduced gross margins and lower interest income - Despite a slight increase in RF device revenue, the company's gross profit margin significantly declined due to intensified market competition and customer-demanded price reductions[5](index=5&type=chunk) - Although the company implemented cost reduction and efficiency improvement measures, it could not fully offset the negative impact of significant product price reductions on profit[5](index=5&type=chunk) - Due to lower interest rates, interest income recognized in the current period decreased, further impacting net profit[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=IV.%20Other%20Relevant%20Information) The company clarifies that the forecast data is preliminary and advises investors to exercise caution, awaiting the final audited semi-annual report - This performance forecast data represents the preliminary calculation results from the company's finance department and is not final[7](index=7&type=chunk) - Specific financial data will be detailed in the company's 2025 semi-annual report[7](index=7&type=chunk) - The company advises investors to make cautious decisions and be aware of investment risks[7](index=7&type=chunk)

武汉凡谷（002194）公告，预计2025年上半年净利润为160万元–207万元，同比下降93.08%-94.65%。 ...

Group 1: Company Performance and Orders - The company is currently operating normally with rolling order demands [2] - The company will disclose its semi-annual performance in the upcoming semi-annual report [2] - In April and May, the company's operational status remained stable compared to the first quarter [2] Group 2: Market and Technology Developments - The global RAN market is expected to improve in 2025 after a prolonged downturn, with the company experiencing year-on-year growth in overseas sales in Q1 2025 [2] - The company has products that support 5.5G technology and is actively tracking developments in 5.5G and 6G technologies [2][3] Group 3: Investment Activities - The company invested RMB 100 million in Guangju Microelectronics Co., Ltd. on March 25, 2025 [3] - The company will fulfill its information disclosure obligations regarding the investment progress [3]

Market Overview - The Shanghai Composite Index rose by 0.52% on June 11, with 28 out of the 31 sectors experiencing gains. The top-performing sectors were non-ferrous metals and agriculture, forestry, animal husbandry, and fishery, with increases of 2.21% and 2.02% respectively [1] - Conversely, the sectors that saw declines included pharmaceuticals and biotechnology, telecommunications, and beauty care, with decreases of 0.41%, 0.28%, and 0.10% respectively. The telecommunications sector ranked second in terms of decline [1] Capital Flow Analysis - The net inflow of capital in the two markets was 1.506 billion yuan, with 14 sectors experiencing net inflows. The non-bank financial sector led with a net inflow of 4.469 billion yuan and a rise of 1.90%, followed by the automotive sector, which saw a 1.70% increase and a net inflow of 2.750 billion yuan [1] - In contrast, 17 sectors experienced net outflows, with the pharmaceuticals and biotechnology sector leading with a net outflow of 2.629 billion yuan. The basic chemicals sector followed with a net outflow of 1.909 billion yuan, along with significant outflows in telecommunications, electric equipment, and banking sectors [1] Telecommunications Sector Performance - The telecommunications sector declined by 0.28%, with a total net outflow of 1.359 billion yuan. Out of 127 stocks in this sector, 52 rose, including one that hit the daily limit, while 66 fell [2] - Notably, the stocks with the highest net inflows included Chutianlong, with a net inflow of 255 million yuan, followed by Hengbao and Yitong Century, with inflows of 116 million yuan and 44.586 million yuan respectively [2] - The stocks with the highest net outflows included Xinyi Sheng, with a net outflow of 435.88 million yuan, China Unicom with 174.598 million yuan, and Yongding with 120.577 million yuan [3]

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，武汉凡谷电子技术股份有限公司（以下 简称"公司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景网络有 限公司联合举办的"2025年湖北辖区上市公司投资者集体接待日活动"，现将相 关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP， 参与本次互动交流，活动时间为2025年6月12日（星期四）14:00-16:40。届时公 司董事长贾雄杰先生、董事兼总经理李明先生、副总经理兼董事会秘书彭娜女士 将在线就公司2024年度业绩、公司治理、发展战略、经营状况等投资者关心的问 题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 关于参加湖北辖区上市公司 2025 年投资者网上集体接待日活动的公告 证券代码：002194 证券简称：武汉凡谷 公告编号：2025-022 武汉凡谷电子技术股份有限公司 关于参加湖北辖区上市公司 2025 年投资者 网上集体接待日 ...

Market Overview - As of May 28, the Shanghai Composite Index closed at 3339.93 points, down 0.76 points, with a decline of 0.02% [1] - The Shenzhen Component Index closed at 10003.27 points, down 25.85 points, with a decline of 0.26% [1] - The ChiNext Index closed at 1985.38 points, down 6.26 points, with a decline of 0.31% [1] Trading Activity - A total of 118 A-shares had a turnover rate exceeding 20% on May 28, indicating significant trading activity [1] - Notable stocks with high turnover rates included: - Wangzi New Materials (002735) with a turnover rate of 54.76% and a price increase of 5.58% [1] - Xue Ren Co. (002639) with a turnover rate of 51.98% and a price increase of 9.98% [1] - Zhongchao Holdings (002471) with a turnover rate of 51.82% and a price decrease of 3.33% [1] Notable Stocks - Other stocks with high turnover rates included: - Zhongqi Co. (300575) with a turnover rate of 45.66% and a price increase of 8.71% [1] - Shaoyang Hydraulic (301079) with a turnover rate of 44.16% and a price increase of 7.03% [1] - Qingdao Kingway (002094) with a turnover rate of 43.87% and a price decrease of 1.11% [1] - Additional stocks with notable trading activity included: - Guokang Biochemical (300804) with a turnover rate of 41.92% and a price increase of 20.00% [1] - Haojiang Intelligent (301320) with a turnover rate of 40.47% and a price decrease of 0.15% [1] Summary of Trading Data - The trading data indicates a mix of price increases and decreases among stocks with high turnover rates, reflecting varied investor sentiment and market dynamics [1]

Market Overview - The Shanghai Composite Index fell by 0.05%, the Shenzhen Component Index decreased by 0.41%, and the ChiNext Index dropped by 0.80% on May 26, with a total market turnover of 1,033.9 billion yuan, a decrease of 148.7 billion yuan from the previous day [1] - Nearly 3,800 stocks rose, with sectors such as controlled nuclear fusion, gaming, and beverage manufacturing leading the gains [1] Stock Performance - A total of 62 stocks hit the daily limit, with 10 stocks on consecutive limit-up days, and 23 stocks failed to hit the limit, resulting in a limit-up rate of 73% (excluding ST and delisted stocks) [3] - Notable stocks include: - Super Control Holdings with 16 consecutive limit-up days - Ha Welding Technology with 20% limit-up on two consecutive days - Suzhou Longjie with 12 limit-up days in 8 days [3] Key Stocks and Transactions - Wuhan Fanggu achieved a limit-up with a turnover of 1.244 billion yuan and a turnover rate of 16.75%, with net purchases from the Shenzhen Stock Connect special seat amounting to 86.06 million yuan [6][10] - Hongbo Co. also reached a limit-up with a turnover of 2.737 billion yuan and a turnover rate of 33.82%, with institutional net selling of 47.87 million yuan [15][16] - Kaimeite Gas hit a limit-up with a turnover of 1.318 billion yuan and a turnover rate of 19.02%, with institutional net purchases of 49.61 million yuan [20][21] Institutional Activity - The top three net purchases by institutions on the day were Wuhan Fanggu, Hongbo Co., and Kaimeite Gas, with net purchases of 194 million yuan, 170 million yuan, and 164 million yuan, respectively [6] - The top three net sales by institutions were Zhongzhou Special Materials, Snowman Co., and New World, with net sales of 104 million yuan, 92 million yuan, and 86 million yuan, respectively [7] Sector Highlights - The controlled nuclear fusion sector showed strong performance, with multiple stocks achieving significant gains [3] - The gaming sector also saw notable activity, contributing to the overall market performance [1] Summary of Key Stocks - Star Technology reached a limit-up with a turnover of 1.327 billion yuan and a turnover rate of 11.86%, with institutional net purchases of 59.82 million yuan [25] - Baobian Electric achieved a limit-up with a turnover of 1.266 billion yuan and a turnover rate of 7.41%, with net purchases from the Shanghai Stock Connect special seat amounting to 26.30 million yuan [25][29]