武汉光迅科技股份有限公司监事会 关于调整公司 2025 年度向特定对象发行 A 股股票相关事项 的书面审核意见 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《深圳证券 交易所股票上市规则》（以下简称"《上市规则》"）、《上市公司证券发行注 册管理办法》（以下简称"《注册管理办法》"）及《公司章程》的有关规定， 武汉光迅科技股份有限公司（以下简称"公司"）监事会在认真审阅相关材料的 基础上，就公司调整2025年度向特定对象发行A股股票（以下简称"本次发行"） 等相关事项发表书面审核意见如下： 1、通过认真审阅调整后的本次发行方案，我们认为本次发行方案的调整符 合相关法律、法规和规范性文件的规定，符合公司治理的有关要求，有利于推进 本次发行的实施。该事项的审议和决策程序合法、合规。 2、公司根据有关法律、法规和规范性文件的规定及相关监管要求，结合本 次发行方案调整的具体情况修订了《公司2025年度向特定对象发行A股股票预案》， 经审阅，我们认为此次修订符合相关法律、法规和规范性文件的规定，符合公司 治理的有关要求，有利于推进本次发行的实施。该事项的审议和决策程序合法、 合规。 3、通过认真审阅公司与中 ...

证券代码：002281 证券简称：光迅科技 公告编号：（2025）055 武汉光迅科技股份有限公司 第七届监事会第二十七次会议决议公告 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。 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 二十七次会议于 2025 年 10 月 10 日在公司 432 会议室以现场会议方式召开。本次监事 会会议通知已于 2025 年 9 月 30 日以电子邮件和书面方式发出。会议应参加监事 3 人， 实际参加监事 3 人。会议的召集与召开符合《公司法》和《公司章程》的有关规定。 会议由监事会主席罗锋先生主持。 经与会监事认真审议，以投票表决方式通过了以下决议： 一、 审议了《关于调整公司 2025 年度向特定对象发行 A 股股票方案的议案》 经审核，监事会同意调整发行方案中的"发行数量"，调整后具体内容如下： 公司实际控制人中国信息通信科技集团有限公司（以下简称"中国信科集团"） 同意以现金方式认购本次向特定对象发行 A 股股票，认购比例不低于本次向特定对象 1 1、发行数量 本次向特定对象发行 A 股股票数量为不超 ...

证券代码：002281 证券简称：光迅科技 公告编号：（2025）054 武汉光迅科技股份有限公司 第七届董事会第二十九次会议决议公告 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。 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 十九次会议于2025 年 10月 10日在公司 432 会议室以现场表决结合通讯表决方式召开。 本次董事会会议通知已于 2025 年 9 月 30 日以电子邮件和书面方式发出。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《关于调整公司 2025 年度向特定对象发行 A 股股票方案的议案》 关联董事丁峰、李国庆和李醒群回避了对本议案的表决。董事会审议并同意调整 发行方案中的"发行数量"，调整后具体内容如下： 1、发行数量 本次向特定对象发行 A 股股票数量为不超过 242,055,525 ...

Investment Rating - The report maintains a "Recommendation" rating for the computer industry, expecting the industry index to rise more than 5% over the next 3-6 months compared to the benchmark index [15]. Core Insights - The release of DeepSeek V3.2-Exp model is expected to drive the development of the domestic AI ecosystem, showcasing the synergy between domestic chips and large models, which leads to significant improvements in computational efficiency and cost reduction [5]. - The introduction of the DeepSeek Sparse Attention mechanism allows for a substantial enhancement in long text processing efficiency, overcoming traditional computational complexity limitations [5]. - The cost of AI applications is anticipated to decrease significantly, with the DeepSeek API prices reduced by over 50%, making advanced AI models more accessible to developers and businesses [5]. - Investment focus is recommended on domestic chip manufacturers like Cambricon and Hygon, as well as companies within the Huawei supply chain and various AI application firms [5]. Industry Basic Data - The computer industry comprises 337 listed companies with a total market capitalization of approximately 61,619.92 billion and a circulating market capitalization of about 55,710.57 billion [2]. Relative Index Performance - The absolute performance of the computer industry over the past 1 month, 6 months, and 12 months is -1.6%, 24.3%, and 72.1% respectively, while the relative performance is -4.3%, 6.3%, and 47.3% [3].

Group 1 - The F5G concept index declined by 0.68% as of the market close on September 30, ranking among the top decliners in the concept sector [1] - Within the F5G sector, notable declines were observed in companies such as Huagong Technology, Feiling Kesi, and Guangxun Technology, while 13 stocks experienced price increases, with Gongjin Co., Pingzhi Information, and Chuling Information leading the gains at 6.01%, 3.40%, and 3.03% respectively [1][2] Group 2 - The F5G concept sector saw a net outflow of 4.081 billion yuan in main funds today, with 25 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 100 million yuan [2] - Huagong Technology led the net outflow with 1.472 billion yuan, followed by Zhongji Xuchuang, Guangxun Technology, and Jianqiao Technology with net outflows of 1.192 billion yuan, 386 million yuan, and 381 million yuan respectively [2][3] - The top net inflow stocks included Dekeli, Gongjin Co., and Pingzhi Information, with net inflows of 271 million yuan, 244 million yuan, and 1.4539 million yuan respectively [2][3]

Core Viewpoint - The optical communication module sector experienced a decline, with a notable drop of 1.52% on September 30, indicating a bearish trend in the industry [1] Company Performance - Guangxu Technology saw a significant decrease of 4.79% in its stock price [1] - Changfei Fiber's stock fell by 4.73% [1] - NewEase's stock declined by 4.62% [1] - Huagong Technology and Guangxun Technology both experienced declines of over 2% [1] - Changxin Bochuang also reported a drop of over 2% [1]

Core Insights - The article highlights the significant growth and opportunities within the semiconductor industry, particularly focusing on companies that are integral to the Huawei HiSilicon ecosystem, which is experiencing a surge in demand for advanced chips and related technologies. Group 1: Key Companies and Their Roles - Longi Technology (600584) is a global leader in packaging and testing, uniquely handling the 4nm Chiplet packaging for Huawei's Kirin X90 chip, which enhances chip performance by three times. The new automotive-grade chip factory is expected to contribute 5 billion yuan in annual revenue, solidifying its dominance in advanced packaging [1]. - Tuo Wei Information (002261) is a major player in the AI server market with over 30% market share, deeply involved in Huawei's AI innovation centers across key sectors. The company has server orders booked until Q1 2026, indicating strong revenue visibility [2]. - Shenzhen Huaqiang (000062) serves as a key distributor for Huawei's entire product line, with a 120% year-on-year increase in sales of the Ascend 910B chip. The company is positioned to benefit from the explosive growth in Huawei's chip shipments [3]. - Chipone Technology (688521) provides essential IP cores for Huawei's Kirin and Ascend AI chips, contributing an estimated 1.5 billion yuan to revenue in 2025, which is over 30% of its total revenue [4]. - Tongfu Microelectronics (002156) is a primary packaging and testing provider for Ascend chips, with a projected 50% growth in AI packaging orders by 2025, benefiting from the mass production of Huawei's Chiplet architecture [5]. Group 2: Emerging Technologies and Market Trends - Runhe Software (300339) is a dual ecosystem partner for HarmonyOS and HiSilicon, with over 40% market share in smart terminal OS adaptation. The company is leveraging its collaboration with Huawei to enhance its product offerings in smart home and vehicle networking [6]. - Zhongke Chuangda (300496) is a core player in automotive-grade solutions, providing algorithm optimization for Huawei's AI chips, with a 61.54% market share in global in-car infotainment systems [7]. - North Huachuang (002371) is a leading equipment supplier for semiconductor manufacturing, providing critical etching and ALD equipment, with 35% of its products compatible with 5nm technology [8]. - Huazheng New Materials (603186) has developed a breakthrough material that replaces traditional substrates, achieving a 45% annual growth in semiconductor materials revenue [9]. - Liyuan Information (300184) has been a long-time agent for Huawei's chips, with a projected net profit increase of 43%-65% in Q1 2025, benefiting from the growing demand in IoT and industrial control sectors [10]. Group 3: Strategic Collaborations and Future Prospects - Skyworth Digital (000810) is a pioneer in implementing Huawei's StarFlash technology, significantly reducing latency in smart home devices, with a projected 200% growth in related orders by 2025 [11]. - Megmeet (002881) is a benchmark partner for Huawei's 5G modules, with a 217% increase in revenue from the new energy vehicle sector, indicating strong growth potential in the 5G and vehicle networking markets [12]. - Guangdian Yuntong (002152) is a leader in financial technology solutions based on Huawei's Ascend chips, with a revenue visibility of 1 billion yuan for 2025, focusing on digital transformation in finance [13]. - Jing Sai Technology is a core supplier of crystal oscillators for Huawei's 5G base station chips, with a 15% revenue contribution from the new energy vehicle sector [14]. - Feirongda (300602) specializes in thermal management solutions for Huawei's chips, with a projected 120% growth in automotive business revenue in 2024 [15].

Group 1 - The event "Investing in New Opportunities in China" was held in Seoul, showcasing five Shenzhen-listed companies to over 60 Korean investors, highlighting the companies' operational status, investment value, and future development plans [1] - Korean investors expressed increased confidence in the Chinese market, recognizing the innovative vitality and development potential of Chinese enterprises through direct communication with company management [1][2] - Chinese companies are seen as transitioning from "technology followers" to "standard setters" in the global value chain, particularly in sectors like semiconductors, due to their strong R&D investments [2] Group 2 - The rapid development of China's technology innovation has led to the emergence of globally influential tech products, supporting the optimization of China's asset valuation system [3] - The stability and growth potential of China, as the world's second-largest economy, make it a preferred market for international investors amid rising geopolitical risks and economic uncertainties [3] - The event is part of a series organized by the Shenzhen Stock Exchange to enhance mutual understanding and trust between domestic companies and foreign investors, thereby boosting confidence in Chinese assets [4] Group 3 - The Shenzhen Stock Exchange plans to continue enhancing market attractiveness and inclusivity, aiming to create a favorable environment for global investors to participate in the Chinese capital market [5]

Group 1 - The event "Investing in New Opportunities in China" was held in Seoul, featuring five Shenzhen-listed companies from sectors like artificial intelligence, information technology, and new energy [1][3] - Korean investors expressed increased confidence in investing in the A-share market after direct communication with the management of Shenzhen-listed companies, highlighting the innovative vitality and development potential of Chinese enterprises [1][3][8] - The event is part of a series aimed at enhancing the attractiveness and inclusivity of the capital market, with plans for continued engagement with international investors [1][4] Group 2 - The participating companies showcased their investment value through operational data and future plans, emphasizing their competitive advantages in the global supply chain, market space, and technology commercialization capabilities [3][4] - Korean investors noted that Chinese companies are transitioning from "technology followers" to "standard setters," indicating a growing importance in the global value chain [3][4] - The event's success reflects the increasing recognition of Chinese assets among Korean institutional investors, particularly in the context of rising geopolitical risks and economic uncertainties [7][8] Group 3 - The participating companies, including Keda Xunfei and Greenme, highlighted their localization efforts and technological innovations in overseas markets, enhancing their international competitiveness [5][6] - Korean investors are increasingly focusing on non-U.S. markets, recognizing China's advancements in AI and robotics, which are seen as pivotal for future technological competition [8][9] - The overall sentiment among Korean investors is optimistic regarding the long-term development prospects of Chinese companies, particularly in sectors like robotics, AI, new energy, and consumer electronics [8][9]

Core Viewpoint - The article highlights the successful roadshow event held by Shenzhen Stock Exchange in Seoul, showcasing the investment potential of five Shenzhen-listed companies in the fields of artificial intelligence, information technology, and new energy, which has enhanced Korean investors' confidence in the Chinese market [2][4][10]. Group 1: Event Overview - On September 25, 2025, Shenzhen Stock Exchange hosted the "Investing in New Opportunities in China" roadshow in Seoul, featuring executives from five companies: iFlytek, Grinmei, Dongshan Precision, Shuanghuan Transmission, and Guangxun Technology [2]. - The event was attended by over 60 Korean investors who engaged in deep discussions with company management about operational performance, investment value, and future development plans [2][4]. Group 2: Investment Value Presentation - The roadshow focused on three cutting-edge sectors: artificial intelligence, information technology, and new energy, with companies presenting their operational data and future strategies to showcase their investment value [4]. - Korean investors expressed that face-to-face communication allowed them to perceive the innovative vitality of Chinese enterprises and gain a more intuitive understanding of the development of new productive forces in China [4][10]. Group 3: Competitive Advantages of Chinese New Productive Forces - The unique competitive advantages of Chinese new productive forces that attract Korean capital include a globally unique supply chain system, vast market space, and the ability to commercialize cutting-edge technologies [5]. - Korean investors noted that Chinese companies are transitioning from "technology followers" to "standard setters," establishing significant positions in the global value chain through high-intensity R&D and patent strategies [5][8]. Group 4: Global Competitiveness of Shenzhen Companies - In the context of global industrial chain restructuring, the development of Chinese new productive forces is expected to promote the globalization of the Chinese economy and attract more foreign investment [7]. - Companies like iFlytek and Grinmei have successfully localized operations and innovated technologies in overseas markets, enhancing their international competitiveness and sustainable development potential [8]. Group 5: Recognition of Chinese Assets by Korean Institutions - The event's positive reception underscores the attractiveness of the Chinese market, with Korean investors increasingly recognizing the rapid technological innovation in China and its potential for long-term investment [10][11]. - Korean institutions are gradually shifting their asset allocation focus towards non-U.S. markets, acknowledging China's advancements in AI and robotics, and forming a consensus on China's leading position in future technological competition [10].