证券日报网讯11月10日晚间，光迅科技（002281）发布公告称，选举向东亮先生为公司第八届董事会职 工代表董事。 ...

每经头条（nbdtoutiao）——进博会"爆品"来袭！德国"天价"扳手引围观，阿根廷牛儿为中国"贴膘"，卢 旺达咖啡豆火出圈…… （记者 曾健辉） 每经AI快讯，光迅科技（SZ 002281，收盘价：60.87元）11月10日晚间发布公告称，公司第八届第一次 董事会会议于2025年11月10日在公司高端光电子器件产业基地F1-103会议室以现场表决结合通讯表决的 方式召开。会议审议了《关于选举公司第八届董事会董事长的议案》等文件。 2025年1至6月份，光迅科技的营业收入构成为：通信设备制造业占比100.0%。 截至发稿，光迅科技市值为491亿元。 ...

证券代码：002281 证券简称：光迅科技 公告编号：（2025）069 武汉光迅科技股份有限公司 关于回购注销部分限制性股票减少注册资本 通知债权人的公告 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、 误导性陈述或重大遗漏。 武汉光迅科技股份有限公司（以下简称"公司"）回购已授予的限制性股票 相关议案已经 2025 年 10 月 24 日召开的公司第七届董事会第三十次会议审议通 过，详见刊载于《证券时报》《中国证券报》《上海证券报》《证券日报》和巨 潮资讯网上的《武汉光迅科技股份有限公司第七届董事会第三十次会议决议公告》 [公告编号：(2025)059]、《武汉光迅科技股份有限公司关于回购注销 2022 年限 制性股票激励计划、2025 年限制性股票激励计划部分限制性股票的公告》[公告 编号：(2025)064]。 根据相关回购注销的议案，公司将回购注销部分激励对象所持的限制性股票 共 17.60 万股。回购完毕后 10 日内，公司将向中国证券登记结算有限责任公司 深圳分公司申请该部分股票的注销。注销完成后，公司注册资本将由 806,851,752 元减少为 806,675,752 元 ...

证券代码：002281 证券简称：光迅科技 公告编号：（2025）070 武汉光迅科技股份有限公司 关于选举职工董事的公告 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、 误导性陈述或重大遗漏。 武汉光迅科技股份有限公司（以下简称"公司"）于 2025 年 11 月 10 日召开 职工代表大会，经全体与会职工代表表决通过，选举向东亮先生为公司第八届董 事会职工代表董事，任期自本次职工代表大会通过之日起至第八届董事会任期届 满之日止。向东亮先生的简历详见附件。 二○二五年十一月十一日 1 证券代码：002281 证券简称：光迅科技 公告编号：（2025）070 附件：职工董事向东亮先生简历 向东亮先生：1980 年 10 月生，本科学历，工程师，全国注册安全工程师。现 任武汉光迅科技股份有限公司职工董事、工会副主席、安全保障部副总经理。历 任武汉电信器件有限公司行政人事部经理助理，管芯生产部经理助理，生产主管， 工艺工程师等职务。 向东亮先生未受过中国证监会及其他有关部门的处罚和证券交易所的纪律处 分，未因涉嫌犯罪被司法机关立案侦查或者涉嫌违法违规被中国证监会立案调查， 未曾被中国证监会在证 ...

证券代码：002281 证券简称：光迅科技 公告编号：（2025）068 武汉光迅科技股份有限公司 二○二五年第二次临时股东大会决议公告 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、 误导性陈述或重大遗漏。 一、 重要提示 二、 会议的召开情况 1、会议召集人：公司董事会 2、会议时间： 现场会议召开时间：2025 年 11 月 10 日下午 14：30。 网络投票时间为：2025 年 11 月 10 日。其中，通过深圳证券交易所交易系 统进行网络投票的具体时间为2025年11月10日上午9:15－9:25、9:30－11:30， 下午 13:00－15:00；通过深圳证券交易所互联网投票系统投票的具体时间为 2025 年 11 月 10 日上午 9:15－下午 15:00。 三、 会议的出席情况 1、股东出席的总体情况： 1 1、武汉光迅科技股份有限公司（以下简称"公司"）于 2025 年 10 月 25 日在《证券时报》《中国证券报》《上海证券报》《证券日报》和巨潮 资讯网上刊登了《武汉光迅科技股份有限公司关于召开 2025 年第二次临 时股东大会的通知》； 2、本次股东大会无新增、 ...

证券代码：002281 证券简称：光迅科技 公告编号：（2025）071 武汉光迅科技股份有限公司 第八届董事会第一次会议决议公告 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、 误导性陈述或重大遗漏。 黄宣泽先生的简历见附件一。 2、审议通过了《关于确定公司第八届董事会专门委员会成员及主任委员的 议案》 表决结果：同意 11 票，反对 0 票，弃权 0 票。 第八届董事会下设置审计委员会、薪酬与考核委员会、提名委员会、战略与 可持续发展委员会。各专门委员会的人员组成如下： 一、董事会会议召开情况： 武汉光迅科技股份有限公司（以下简称"公司"）第八届董事会第一次会议 于 2025 年 11 月 10 日在公司高端光电子器件产业基地 F1-103 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 10 月 31 日以电子 邮件方式发出。会议应出席董事 11 人，实际出席董事 11 人，其中，董事宗雨冉 以通讯表决方式出席会议，公司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。会议由董事黄宣泽先生主持。 二、董事会会议审 ...

Core Insights - The "New Three Samples" sectors, including electric power equipment, communication, and new energy, have shown significant stock price performance and robust financial results in 2023, reflecting a profound transformation in the Chinese economy [1][2][4]. Electric Power Equipment Sector - The electric power equipment industry in the Shenzhen market achieved a total revenue of 1.32 trillion yuan, a year-on-year increase of 10%, and a net profit of 946.09 billion yuan, up 29.53% [2]. - The average stock price increase for electric power equipment companies was nearly 51%, with 90% of companies experiencing positive growth, and 26 companies seeing their stock prices more than double [4][5]. Communication Sector - The communication sector reported a total revenue of 292.38 billion yuan, a year-on-year growth of 14.34%, and a net profit of 308.09 billion yuan, up 36.65% [2]. - Key players like NewEase (300502.SZ) and Guangxun Technology (002281.SZ) demonstrated substantial growth, with NewEase's revenue increasing by 221.70% and net profit by 284.37% [6][7]. New Energy Sector - The new energy sector generated a total revenue of 1.06 trillion yuan, reflecting a year-on-year increase of 10.56%, and a net profit of 787.05 billion yuan, up 31.87% [3]. - Notable growth was observed in specific segments, with battery, photovoltaic equipment, and wind power equipment net profits increasing by 30.60%, 16.89%, and 82.56% respectively [3]. Leading Companies - Leading companies in the electric power equipment sector, such as Siyuan Electric (002028.SZ), reported a revenue of 138.27 billion yuan, up 32.86%, and a net profit of 21.91 billion yuan, up 46.94% [5]. - In the new energy sector, CATL (300750.SZ) achieved a revenue of 283.07 billion yuan, a 9.28% increase, and a net profit of 490.34 billion yuan, up 36.20% [6][7].

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [21]. Core Insights - The rapid development of space AI is expected to create new business opportunities in space-based intelligence, with significant advancements from companies like SpaceX and NVIDIA [2][9]. - SpaceX plans to enhance its Starlink V3 satellite scale and establish a space data center, which could alleviate AI computing resource bottlenecks [9]. - NVIDIA's H100 GPU has been successfully sent to space, aiming to test its operational feasibility in orbit and enhance in-space computing capabilities [9]. - China's space computing constellation is accelerating, with plans to deploy over 50 computing satellites by 2025, enhancing data processing efficiency [9]. Company Financial Forecasts and Valuation - Key companies in the industry and their financial metrics are as follows: - Unisoc: Market Cap 67.27 billion, EPS 1.4 (2024A), PE 57.0 (2024A), PS 12.3 (2024A) [5]. - China Satellite: Market Cap 52.62 billion, EPS 0.0 (2024A), PE 1885.1 (2024A), PS 10.2 (2024A) [5]. - LightSpeed Technology: Market Cap 49.61 billion, EPS 0.8 (2024A), PE 75.0 (2024A), PS 6.0 (2024A) [5]. - Other companies include Softcom Power, Zhongke Star Map, and others with varying market caps and financial metrics [5]. Industry Basic Data - The computer industry consists of 337 listed companies with a total market capitalization of 61,235.75 billion and a circulating market capitalization of 55,346.10 billion [6]. Relative Index Performance - The absolute performance of the industry over the past 1 month is -3.1%, while the 6-month and 12-month performances are 24.7% and 22.6%, respectively [7]. - The relative performance compared to the benchmark shows a decline of -3.9% over 1 month, with increases of 2.6% and 9.7% over 6 months and 12 months [7].

Core Viewpoint - The Shenzhen Stock Exchange (SZSE) listed companies reported significant growth in revenue and net profit in the first three quarters of 2025, indicating a robust performance and high-quality development in China's capital market, contributing positively to macroeconomic stability [1] Group 1: Power Equipment Industry - The power equipment sector achieved a total revenue of 1.32 trillion yuan, a year-on-year increase of 10%, and a net profit of 946.09 billion yuan, up 29.53% [2] - Companies in this sector are heavily investing in research and development, with a focus on technological innovation to drive growth [2][3] - For instance, Siyi Electric achieved a revenue of 13.83 billion yuan, growing by 32.86%, and a net profit of 2.19 billion yuan, increasing by 46.94% [2] Group 2: Communication Industry - The communication sector reported a total revenue of 292.38 billion yuan, a year-on-year increase of 14.34%, and a net profit of 30.81 billion yuan, up 36.65% [4] - Companies like NewEase achieved a revenue of 16.51 billion yuan, growing by 221.70%, and a net profit of 6.32 billion yuan, increasing by 284.37% [4][5] - The growth is attributed to breakthroughs in core technologies that help overcome industry barriers [5] Group 3: New Energy Sector - The new energy sector generated a total revenue of 1.06 trillion yuan, a year-on-year increase of 10.56% [6] - The net profit growth in sub-sectors includes battery (30.60%), photovoltaic equipment (16.89%), and wind power equipment (82.56%) [7] - CATL reported a revenue of 283.07 billion yuan, growing by 9.28%, and a net profit of 49.03 billion yuan, increasing by 36.20% [7][8] Group 4: Consumer Sector - The consumer sector, particularly the home appliance industry, saw a revenue increase of 5.17% and a net profit growth of 9.14% in the first three quarters [9] - Midea Group achieved a total revenue of 364.72 billion yuan, growing by 13.85%, and a net profit of 37.88 billion yuan, increasing by 19.51% [9][10] - Companies are focusing on technological innovation and brand enhancement to capture market opportunities [9]