Market Overview - On June 24, A-shares major indices experienced fluctuations throughout the day, with total trading volume in the Shanghai and Shenzhen markets reaching 1.41 trillion yuan, an increase of 292 billion yuan compared to the previous trading day [1] - The solid-state battery concept stocks saw a significant surge, while sectors such as oil and gas, ports, and precious metals faced substantial declines [1] Key Stocks - Notable stocks in the solid-state battery sector included Nord Shares with a six-day consecutive rise, Xingye Shares with five rises in eight days, and Xiangtan Electric with four consecutive rises [2] - Other strong performers included Zhejiang Dongri in the brain-computer interface sector with five rises in six days, and Zhongjing Electronics in the PCB sector with four rises in five days [2] Stock Performance Data - Nord Shares (600110) closed at 6.24 yuan, up 10.05%, with a trading volume of 2.76 billion yuan and a turnover rate of 26.33% [3] - Zhejiang Dongri (600113) closed at 25.04 yuan, up 10.02%, with a trading volume of 666.1 million yuan and a turnover rate of 6.60% [3] - Zhongjing Electronics (002579) closed at 12.65 yuan, up 10.00%, with a trading volume of 2.976 billion yuan and a turnover rate of 41.52% [3] - Xingye Shares (826609) and Xiangtan Electric (002125) both saw significant gains of 49.99% [3] Trading Dynamics - A total of 72 stocks hit the daily limit up, with 14 stocks experiencing consecutive rises, and 18 stocks failed to maintain their limit up status, resulting in a sealing rate of 80% [4] - The top three net buying stocks on the Dragon and Tiger list were Guoxuan High-Tech, Guangxun Technology, and Ice River Network, with net purchases of 318 million yuan, 300 million yuan, and 201 million yuan respectively [5] Institutional Trading - Guangxun Technology saw a net institutional purchase of 76.19 million yuan, while Guoxuan High-Tech had a net institutional purchase of 63.78 million yuan [8] - The top three net selling stocks by institutions included Neimenggu Yiji, Taishan Petroleum, and Zhongjing Electronics, with net sales of 76.74 million yuan, 61.23 million yuan, and 57.39 million yuan respectively [9] Sector Insights - Guoxuan High-Tech is advancing in solid-state battery production, with its "Jinshi Battery" achieving a cell energy density of 350 Wh/kg and a capacity increase of 150% [10] - Guangxun Technology specializes in high-speed optical modules for cloud computing data centers and is expected to benefit from the growth of domestic internet markets [11] - Ice River Network, focused on online gaming, reported a revenue of 654 million yuan in Q1 2025, marking a year-on-year growth of 16.65% [12]

Group 1 - The company held the 24th meeting of the 7th Supervisory Board on June 20, 2025, with all three supervisors present, confirming compliance with relevant laws and regulations [1][2] - The Supervisory Board approved the proposal regarding the first unlock conditions of the restricted stock incentive plan for 2022, allowing the company to proceed with the unlocking process for eligible participants [1][2] - The voting results showed unanimous support with 3 votes in favor, 0 against, and 0 abstentions [2]

Core Viewpoint - The supervisory board of Wuhan Guangxun Technology Co., Ltd. has confirmed the achievement of the first unlock condition for the restricted stock incentive plan initiated in 2022, allowing for the release of 6,453,200 shares for 713 incentive recipients [1] Group 1 - The supervisory board's review is based on relevant laws and regulations, including the Company Law of the People's Republic of China and the Securities Law [1] - The first unlock condition of the restricted stock incentive plan has been met, enabling the company to proceed with the release of shares [1] - A total of 713 incentive recipients will benefit from the release of the restricted shares [1]

证券代码：002281 证券简称：光迅科技 公告编号：（2025）034 武汉光迅科技股份有限公司 关于 2022 年限制性股票激励计划首次授予的限制性股票 第一个解除限售期解除限售条件成就的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 特别提示： 1、本次符合解除限售条件的激励对象为 713 人，解除限售的限制性股票数量为 6,453,200 股，占公司目前总股本比例为 0.7998%。 2、本次解除限售的限制性股票在办理完成解除限售手续、上市流通前，公司将 发布相关提示性公告，敬请投资者注意。 武汉光迅科技股份有限公司（以下简称"公司"）第七届董事会第二十六次会议 审议通过了《关于 2022 年限制性股票激励计划首次授予的限制性股票第一个解除限 售期解除限售条件成就的议案》，本次符合解除限售条件的激励对象为 713 人，可申 请解除限售并上市流通的限制性股票数量为 6,453,200 股，占公司目前总股本比例为 0.7998%。具体内容如下： 一、 2022 年限制性股票激励计划已履行的相关审批程序 1、2022 年 8 月 25 日，公司第六届董事会 ...

公司简称：光迅科技 证券代码：002281 上海荣正企业咨询服务（集团）股份有限公司 关于 武汉光迅科技股份有限公司 2022 年限制性股票激励计划首次授予部分 第一个解除限售期解除限售条件成就事项 （一）本独立财务顾问报告所依据的文件、材料由光迅科技提供，本激励 计划首次授予部分第一个解除限售期解除限售事项所涉及的各方已向独立财务 顾问保证：所提供的出具本独立财务顾问报告所依据的所有文件和材料合法、 真实、准确、完整、及时，不存在任何遗漏、虚假或误导性陈述，并对其合法 性、真实性、准确性、完整性、及时性负责。本独立财务顾问不承担由此引起 的任何风险责任。 之 独立财务顾问报告 2025 年 6 月 | 一、释义 | 3 | | --- | --- | | 二、声明 | 4 | | 三、基本假设 | 5 | | 四、本激励计划的授权与批准 | 6 | | 五、2022 | 年限制性股票激励计划首次授予部分第一个解除限售期解除限售条件 | | 成就情况说明 | 8 | | 六、本次可解除限售的限制性股票情况 | 11 | | 七、独立财务顾问结论性意见 | 12 | | 八、备查文件及咨询方式 | 13 | 一 ...

北京市嘉源律师事务所 关于武汉光迅科技股份有限公司 2022 年限制性股票激励计划首次授予的限制性股票 第一个解除限售期解除限售事项的法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 嘉源（2025）-05-205 致：武汉光迅科技股份有限公司 北京市嘉源律师事务所 关于武汉光迅科技股份有限公司 北京 BEIJING·上海 SHANGHAI·深圳 SHENZHEN·香港 HONG KONG·广州 GUANGZHOU·西安 XI'AN 2022 年限制性股票激励计划首次授予的限制性股票 第一个解除限售期解除限售事项的法律意见书 敬启者： 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》、中国证券监督管理委员会（以下简称"中国证监会"）《上市公司股权 激励管理办法》（以下简称"《管理办法》"）、《深圳证券交易所上市公司自律监管 指南第 1 号--业务办理》和《武汉光迅科技股份有限公司章程》（以下简称"《公 司章程》"）、《武汉光迅科技股份有限公司 2022 年限制性股票激励计划（草案修 订稿）》（以下简称"《激励计划》"）等有关规定，北京市嘉源律师事务所（以 ...

武汉光迅科技股份有限公司监事会 关于公司 2022 年限制性股票激励计划首次授予的限 制性股票第一个解除限售期解除限售条件成就的激 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股权 激励管理办法》等有关法律法规规定，武汉光迅科技股份有限公司（以下简称"公 司"）监事会对公司 2022 年限制性股票激励计划首次授予的限制性股票第一个 解除限售期解除限售条件成就情况发表如下审核意见： 根据《武汉光迅科技股份有限公司 2022 年限制性股票激励计划（草案修订 稿）》及《武汉光迅科技股份有限公司 2022 年限制性股票激励计划绩效考核办 法》的有关规定，公司 2022 年限制性股票激励计划首次授予的限制性股票第一 个解除限售期的解除限售条件已成就，同意公司为 713 名激励对象持有的符合解 除限售条件的 6,453,200 股限制性股票办理解除限售手续。 武汉光迅科技股份有限公司监事会 二○二五年六月二十一日 励对象名单及数量的核查意见 二○二五年六月二十一日 监事： 罗锋 华晓东 王帅 武汉光迅科技股份有限公司监事会 （以下无正文，为武汉光迅科技股份有限公司监事会关于公司 2022 年限制性股 票 ...

证券代码：002281 证券简称：光迅科技 公告编号：（2025）033 公司监事会对公司《2022 年限制性股票激励计划（草案修订稿）》首次授予 的限制性股票第一个解除限售期可解除限售的激励对象名单进行核查后认为： 713 名激励对象解除限售资格合法有效，满足公司 2022 年限制性股票激励计划 首次授予的限制性股票第一个解除限售期的解除限售条件，同意公司为激励对象 办理本次解除限售事宜。 有效表决票 3 票，其中同意 3 票，反对 0 票，弃权 0 票。 《武汉光迅科技股份有限公司关于 2022 年限制性股票激励计划首次授予的 限制性股票第一个解除限售期解除限售条件成就的公告》详见《证券时报》《中 国证券报》《上海证券报》《证券日报》和巨潮资讯网。 特此公告 武汉光迅科技股份有限公司监事会 二○二五年六月二十一日 武汉光迅科技股份有限公司 第七届监事会第二十四次会议决议公告 本公司监事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 武汉光迅科技股份有限公司（以下简称"公司"或"本公司"）第七届监事 会第二十四次会议于2025年6月20日在公司432会议室以现场表决的方式召 ...

第七届董事会第二十六次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 武汉光迅科技股份有限公司（以下简称"公司"或"本公司"）第七届董事会第二 十六次会议于2025年6 月20日在公司432会议室以现场表决结合通讯表决的方式召开。 本次董事会会议通知已于 2025 年 6 月 9 日以电子邮件方式发出。会议应参加表决董事 11 名，实际参加表决董事 11 名。公司监事会 3 名监事和部分高级管理人员列席了本次 会议。会议的召集与召开符合《公司法》和《公司章程》的有关规定。会议由董事长黄 宣泽先生主持。 经与会董事认真审议，以投票表决方式通过了以下决议： 一、 审议通过了《关于 2022 年限制性股票激励计划首次授予的限制性股票第一个解除 限售期解除限售条件成就的议案》 证券代码：002281 证券简称：光迅科技 公告编号：（2025）032 有效表决票 8 票，其中同意 8 票，反对 0 票，弃权 0 票。黄宣泽、胡强高、向东亮 为本议案的关联董事，回避了对本议案的表决。 《武汉光迅科技股份有限公司关于 2022 年限制性股票激励计划首次授予的限制性 ...

Industry Overview - The optical fiber amplifier is a core component in optical fiber communication, primarily used to enhance optical signals for high-quality, long-distance transmission [1][14] - The demand for optical fiber amplifiers in China is increasing due to the implementation of the "Broadband China" strategy and the rapid development of 5G networks and data centers [1][14] - The market size for optical fiber amplifiers in China is projected to reach approximately 19.387 billion yuan by 2024 [1][14] Market Dynamics - Government investments in communication infrastructure are driving the growth of the optical fiber amplifier market, facilitating the widespread adoption of broadband internet and 5G networks [1][14] - There is a growing consumer demand for high-speed, stable, and secure network services, prompting operators and manufacturers to enhance research and development of optical fiber amplifiers [1][14] Industry Development History - The optical fiber amplifier industry in China started relatively late, initially relying on foreign technology until the successful development of the Erbium-Doped Fiber Amplifier (EDFA) in 1987 [6] - Domestic companies like Yifang Communication and Huawei have made significant advancements in EDFA technology, achieving performance levels close to international standards [6][7] Industry Chain - The upstream of the optical fiber amplifier industry chain includes raw materials such as specialty optical fibers, pump sources, optical components, and electronic components [9] - The midstream involves the manufacturing of optical fiber amplifiers, while the downstream applications span communication networks, data centers, broadcasting networks, military, aerospace, and industrial lasers [9] Key Companies - Major companies in the optical fiber amplifier industry include Huawei, ZTE, and Yifang Communication, which leverage technological innovation and product development to capture significant market shares [17][18] - ZTE reported a projected revenue of 121.3 billion yuan in the telecommunications equipment manufacturing sector for 2024 [19] - Yifang Communication is recognized as a leading supplier in the optical communication device market, with a focus on maintaining competitive advantages through high R&D investment [21] Future Trends - The optical fiber amplifier industry is expected to focus on high-performance and low-noise technology breakthroughs to meet the demands of long-distance transmission and high-speed communication [24] - The integration of AI for real-time monitoring and adaptive control of optical signals is anticipated to become mainstream, enhancing network performance and operational efficiency [25] - The industry is also moving towards miniaturization and energy efficiency, with advancements in silicon photonics technology driving the development of compact amplifier modules [27] - Emerging applications in quantum communication, laser radar, and medical optics are expected to expand the role of optical fiber amplifiers beyond traditional telecommunications [28]