证券代码：002281 证券简称：光迅科技 公告编号：（2025）072 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、2025 年限制性股 票激励计划部分限制性股票回购注销完成的公告 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。 特别提示： 1、武汉光迅科技股份有限公司（以下简称"公司"）本次回购注销的限制 性股票数量为 176,000 股，占回购前公司总股本 806,851,752 股的 0.0218%； 2、本次回购注销的 14.00 万股限制性股票的回购价格为 10.99 元/股，3.60 万股限制性股票的回购价格为 28.27 元/股； 3、本次回购注销涉及 2022 年限制性股票激励计划 9 人，2025 年限制性股 票激励计划 4 人，因 2022 年限制性股票激励计划回购注销人员与 2025 年限制性 股票激励计划回购注销人员中有 3 人发生重叠，故实际涉及人员为 10 人； 4、公司应就本次限制性股票回购支付价款共计 255.6320 万元，全部为公司 自有资金； 5、截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分 ...

Core Points - On November 27, three listed companies will have their restricted shares unlocked, with a total market value of approximately 644 million yuan [1] Group 1: Company Specifics - Zhengzhou Bank (Stock Code: 002936) will unlock 329 million shares as part of the A-share issuance to original shareholders [1] - Guangxun Technology (Stock Code: 002281) will unlock 47,000 shares related to equity incentive restrictions [1] - Laishentongling (Stock Code: 603900) will unlock 240,000 shares also related to equity incentive restrictions [1]

Core Viewpoint - The report from Zhongyuan Securities indicates that a series of AI industry catalytic events will occur in 2026, strengthening the leading position of top optical module manufacturers due to their technological, customer, and scale advantages. The current valuation of the communication industry index is below the ten-year average, and the industry maintains a "stronger than the market" investment rating based on performance growth expectations and valuation levels [1][2]. Summary by Sections Review of 2025 - In early 2025, the DeepSeek large model boosted market sentiment, and the three major operators completed the deployment of DeepSeek computing power private networks, enhancing their cloud service capabilities. Domestic cloud manufacturers provided positive capital expenditure guidance, leading to an increase in industry valuations. However, from February to April, the industry index experienced significant fluctuations due to concerns over U.S. tariff policies and future demand for optical modules. By mid-April, the easing of tariff policies and validation of AI computing power demand led to a gradual recovery in the industry index and valuations. In late July, North American cloud manufacturers raised their capital expenditure guidance, further catalyzing the industry. Since September, leading manufacturers faced short-term performance fatigue due to product iterations and customer structure adjustments, raising concerns about unclear downstream business models [2]. Outlook for 2026 - A series of AI industry catalytic events are expected, including the mass production of NVIDIA's next-generation Rubin GPU, the release of Google's new large model Gemini, and clear capital expenditure guidance from cloud manufacturers. AI smartphones equipped with large models are anticipated to become personalized smart assistants, potentially driving the next wave of smartphone upgrades. The development of key 6G technologies by telecom operators is expected to accelerate revenue growth from AI computing power. The report is optimistic about the high industry prosperity and strong growth potential of optical modules, optical devices, optical chips, and the increasing penetration of AI smartphones, as well as the stable operations of quality dividend assets in telecom operators [3][4]. Capital Expenditure Outlook for Leading Cloud Manufacturers - The demand for 800G is increasing, and the industry is transitioning from 800G to 1.6T technology. Leading optical module manufacturers are expected to further highlight their advantages due to technological leadership, stable customer relationships, and scalable delivery capabilities. The development of AI is driving the construction of large data centers, benefiting optical device manufacturers. The long R&D and expansion cycles for optical chips create high barriers in technology, talent, customer validation, and capital, leading to a persistent supply-demand gap for certain optical chips. The increasing demand for domestic controllable solutions is expected to translate into performance for domestic computing power. Recommended companies to watch include: NewEase, Huagong Technology, Guangxun Technology, Yuanjie Technology, Shijia Photon, and Taicheng Light [4]. AI Smartphones and Market Trends - Generative AI smartphones are set to provide users with new interactive experiences, multimodal content generation capabilities, personalized services, and innovative application ecosystems. The continuous improvement of edge AI computing power and large model capabilities is expected to further increase the market penetration of AI smartphones. Innovations and upgrades in AI smartphones are likely to lead to higher average selling prices and improved profit margins. The growth in edge AI shipments will drive sustained growth in core product lines of consumer electronics components [5]. Telecom Operators' Performance - The three major telecom operators are considered quality dividend assets with high dividend yield potential, offering cash dividends twice a year. The quality of traditional business revenue is improving, and a decrease in capital expenditure is expected to lower future depreciation and amortization costs, maintaining stable operations. Additionally, telecom operators are likely to leverage their advantages in data centers, big data, and network infrastructure to reconstruct business models with the help of AI. Investment recommendations include focusing on the optical module, optical device, and optical chip sectors, as well as AI smartphone and telecom operator sectors [6].

Core Viewpoint - The A-share market is experiencing a strong performance in Google-related industry chain stocks, driven by Google's advancements in AI and potential challenges to Nvidia's chip dominance [1] Group 1: Stock Performance - Google-related stocks in the A-share market saw significant gains, with Dekoli hitting the daily limit up of 20%, Changxin Bochuang rising over 15%, and Guangku Technology increasing over 13% [1] - Other notable performers include Juguang Technology up over 12%, Lingyun Optical up over 11%, and Tengjing Technology up over 8% [1] Group 2: Market News - Google is reportedly leveraging its latest breakthroughs in AI models to challenge Nvidia's market position [1] - Meta is considering a multi-billion dollar investment in Google's TPU for its data center development, which could allow Google to capture 10% of Nvidia's annual revenue, translating to billions in new income [1] Group 3: Industry Analysis - According to a report from Zhongtai Securities, Google is building a strong AI moat through a complete technology ecosystem that includes chips (TPU), networks (OCS), models (Gemini), and applications (cloud computing/search/advertising) [1] - The expected increase in TPU shipments, improved OCS penetration, and the ramp-up of 1.6T optical modules are anticipated to create significant growth opportunities for related hardware suppliers [1]

Core Viewpoint - The company, Guangxun Technology, has received notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific stock issuance [1] Group 1 - The company submitted its application for a specific stock issuance on November 24, 2025 [1] - The Shenzhen Stock Exchange has verified that the application documents are complete and has decided to accept the application [1]

北京市嘉源律师事务所 关于武汉光迅科技股份有限公司 2025 年度向特定对象发行股票的 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 光迅科技 2025 年度向特定对象发行股票 嘉源·法律意见书 释 义 除非本法律意见书另有说明，下列词语之特定含义如下： | 发行人、光迅科技、公司 | 指 | 武汉光迅科技股份有限公司 | | --- | --- | --- | | 中国信息通信科技集团 | 指 | 中国信科集团 | | 有限公司 | | | | 烽火科技集团有限公司 | 指 | 烽火科技 | | 下属子公司 | 指 | 截至 年 月 日，光迅科技直接及间接控股的各级下 2025 9 30 属全资、控股子公司 | | 本次向特定对象发行、本 次发行 | 指 | 公司向特定对象发行股票的行为 | | | | 嘉源出具的嘉源(2025)-01-567 号《北京市嘉源律师事务所关 | | 本法律意见书 | 指 | 于武汉光迅科技股份有限公司 2025 年度向特定对象发行股 | | | | 票的法律意见书》 | | 律师工作报告 | 指 | 嘉源出具的嘉源(2025)-01-564 号《北京 ...

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董事会 二○二五年十一月二十五日 1 公司本次向特定对象发行股票事项尚需深圳证券交易所审核通过，并获得中 国证券监督管理委员会同意注册后方可实施。最终能否通过深圳证券交易所审核 并获得中国证券监督管理委员会同意注册的决定及其时间仍存在不确定性。 公司将根据上述事项的进展情况，及时履行信息披露义务，敬请广大投资者 谨慎决策，注意投资风险。 特此公告 武汉光迅科技股份有限公司 关于 2025 年度向特定对象发行股票申请 获深圳证券交易所受理的公告 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"或"本公司"）于 2025 年 11 月 24 日收到深圳证券交易所出具的《关于受理武汉光迅科技股份有限公司向特定 对象发行股票申请文件的通知》（深证上审〔2025〕233 号）。深圳证券交易所对 公司报送的向特定对象发行股票的申请文件进行了核对，认为申请文件齐备，决 定予以受理。 ...

武汉光迅科技股份有限公司 二〇二四年度 审计报告 致同会计师事务所(特殊普通合伙) 您可使用手机,"扫一扫"或进入"注册会计师行业统一监管平台（bttp://acq.mgf.gqxg.cn/ 2017-04-11 11:44:44 0 0-1 -1 -1 cc.mof.gov.cn) 进行查验 报告编码:京253K96VKNC 目 录 | 审计报告 | 1-6 | | --- | --- | | 合并资产负债表 | 1-2 | | 合并利润表 | 3 | | 合并现金流量表 | 4 | | 合并股东权益变动表 | 5-6 | | 公司资产负债表 | 7-8 | | 公司利润表 | 9 | | 公司现金流量表 | 10 | | 公司股东权益变动表 | 11-12 | | 财务报表附注 | 13-124 | 6-1-2 rnton 审计报告 致同审字(2025)第 420A015349号 武汉光迅科技股份有限公司全体股东: 一、审计意见 我们审计了武汉光迅科技股份有限公司(以下简称光迅科技公司)财务 报表,包括2024年12月31日的合并及公司资产负债表,2024年度的合并及公 司利润表、合并及公司现金流量表、合 ...

上市保荐书 保荐人（主承销商） 二〇二五年十一月 申万宏源证券承销保荐有限责任公司 关于武汉光迅科技股份有限公司 向特定对象发行股票并在主板上市 之 3-3-1 | 日 录……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 2 | | --- | | 第一节 本次证券发行基本情况 | | 一、发行人基本情况… | | 二、本次证券发行的基本情况 . | | 三、保荐代表人、项目协办人及项目组其他成员情况 | | 四、保荐人及其关联方与发行人及其关联方之间的利害关系及主要业务往来情 | | 况说明 . | | 第二节 保荐人承诺事项 . | | 第三节 对本次证券发行上市的推荐意见………………………………………………………………………………………………………… 18 | | 一、发行人就本次证券发行履行的《公司法》《证券法》及中国证监会规定的 | | 决策程序 | | 二、关于本次证券发行符合《证券法》规定 ...

证券代码：002281 证券简称：光迅科技 武汉光迅科技股份有限公司 ACCELINK TECHNOLOGIES CO.,LTD. （武汉东湖新技术开发区流苏南路 1 号（自贸区武汉片区）） 2025 年度向特定对象发行股票 募集说明书 （申报稿） 保荐人（主承销商） 新疆乌鲁木齐市高新区（新市区）北京南路 358 号大成国际大厦 20 楼 2004 室 二〇二五年十一月 武汉光迅科技股份有限公司 光迅科技 2025 年度向特定对象发行股票募集说明书 声 明 本公司及全体董事、高级管理人员承诺本募集说明书不存在任何虚假、误导 性陈述或重大遗漏，并保证所披露信息的真实、准确、完整。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证 本募集说明书中财务会计报告真实、完整。 中国证券监督管理委员会、深圳证券交易所对本次发行所作的任何决定或意 见，均不表明其对发行人申请文件及所披露信息的真实性、准确性、完整性作出 保证，也不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质 性判断或保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由 ...