Group 1 - JinkoSolar's subsidiary plans to sell 80% stake in Jinko New Materials for 80 million yuan, which will no longer be included in JinkoSolar's consolidated financial statements [1] - Zhongtai Automobile's subsidiary has been forced to dismantle its T300 vehicle assembly line, making it unable to resume production this year, leading to uncertainty in its ongoing operational capacity [1] - Springlight Technology's shareholders plan to reduce their holdings by a total of 0.68% of the company's shares between October 9, 2025, and January 8, 2026 [2] Group 2 - Sentech's energy storage and charging integration business is in the expansion phase, with its main business focusing on building-integrated photovoltaics (BIPV) and environmental remediation [3] - Qinchuan IoT plans to reduce its holdings by up to 1% of the company's shares from October 9, 2025, to January 8, 2026, with proceeds to be used for working capital [4] - Redick's shareholder plans to reduce holdings by up to 2% of the company's shares starting from September 9, 2025 [5] Group 3 - Guangxun Technology plans to raise up to 3.5 billion yuan through a private placement to fund various projects, including optical connection and high-speed optical transmission product production [8] - Shanghai Electric has terminated its acquisition of K-Electric Limited, which was planned for 1.773 billion USD, and is now focusing on investing in offshore photovoltaic and wind power projects [9][10] - Longsoft Technology's shareholder intends to transfer 1.72% of the company's shares through a non-public transfer [10] Group 4 - Amgen Pharmaceuticals' shareholders plan to reduce their holdings by a total of 6% of the company's shares between October 9, 2025, and January 8, 2026 [11] - Juhe Materials intends to acquire the blank mask business from SKE for approximately 35 million yuan to expand its semiconductor materials business [12] - Linuo Medical Packaging's shareholder plans to reduce holdings by up to 3% of the company's shares from October 9, 2025, to January 8, 2026 [13] Group 5 - Dongzhu Ecology plans to acquire 89.49% of Kairuixing Technology through a combination of share issuance and cash payment, aiming to enter the satellite communication and space information technology sector [14] - Dabeinong's controlling shareholder plans to reduce holdings by up to 1.99% of the company's shares starting from September 10, 2025 [15] - Tianji Technology is promoting the industrialization of lithium sulfide material preparation patents, currently in the early stages of development [16] Group 6 - Jing Shan Light Machine's subsidiary has secured a procurement order worth approximately 1.005 billion yuan from a leading lithium battery company [17] - Daheng Technology plans to establish a wholly-owned subsidiary with an investment of 600 million yuan to expand its semiconductor business [18]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [2] Core Views - The company has benefited from the rapid growth in domestic computing power construction, leading to a significant increase in data and access business revenue, which reached 3.71 billion yuan in the first half of 2025, a year-on-year increase of 149.27% [1] - The company is positioned as a pioneer in the domestic optoelectronic industry, with a vertical layout in optoelectronic chips enhancing its competitive strength, and is expected to achieve rapid growth in performance due to domestic AI infrastructure construction [2] Financial Summary - In the first half of 2025, the company achieved revenue of 5.243 billion yuan, a year-on-year increase of 68.59%, and a net profit attributable to the parent company of 372 million yuan, a year-on-year increase of 78.98% [1] - The company forecasts revenues of 10.779 billion yuan, 13.788 billion yuan, and 16.949 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 1.049 billion yuan, 1.342 billion yuan, and 1.625 billion yuan for the same years [3][12] - The company's earnings per share (EPS) is projected to be 1.30 yuan, 1.66 yuan, and 2.01 yuan for 2025, 2026, and 2027 respectively [3][12] Market Position and Product Development - The company’s data communication products are primarily used in cloud computing data centers, AI intelligent computing centers, enterprise networks, and storage networks, providing various optical modules and active optical cables [1] - The transmission business has seen a slight decline in revenue, with a year-on-year decrease of 3.71% in the first half of 2025, attributed to product structure adjustments affecting gross margins [2] - The company is actively developing cutting-edge technologies, including MEMS-based OCS products, and has established comprehensive capabilities in optical engine, external light source, connector wiring, and system optical path design [2]

Summary of Key Points Core Viewpoint The article provides an overview of the optoelectronic chip industry in China, highlighting key listed companies, their market positions, product offerings, and revenue projections for 2024. Group 1: Overview of Listed Companies - The main listed companies in the optoelectronic chip sector include Yuanjie Technology, Changguang Huaxin, Guangxun Technology, Shijia Photon, and Huagong Technology [1]. - The number of listed companies in the optoelectronic chip industry in A-shares is relatively small [1]. Group 2: Company Information and Market Position - Huagong Technology, established in 1999, has the highest registered capital at 1,005.50 million yuan, while Yuanjie Technology, founded in 2013, has the lowest at 85.95 million yuan [8]. - Guangxun Technology leads in patent numbers with 1,765, while Yuanjie Technology has the least with 34 [8]. - In terms of total market capitalization, Huagong Technology is at 50.335 billion yuan, while Changguang Huaxin is the lowest at 13.385 billion yuan [8]. Group 3: Product Layout and Capacity Comparison - Yuanjie Technology focuses on 100G EML laser chips and 25G DFB chips, with a planned production capacity of approximately 960,000 chips per year by 2024 and 20 million chips per year by 2026 [11][12]. - Changguang Huaxin plans to produce 100 million chips annually starting in 2025, covering multiple wavelength bands [11]. - Guangxun Technology has an annual production capacity of 120 million chips [11]. Group 4: Revenue Projections - For 2024, Yuanjie Technology's optoelectronic chip business is projected to account for nearly 100% of its total revenue, while Changguang Huaxin and Shijia Photon have relatively lower contributions [13]. Group 5: Business Planning and Development Strategies - Companies are focusing on technology research and development, product layout, market expansion, and capacity construction, with each having distinct strategies [13]. - Yuanjie Technology aims to enhance its high-end product offerings and expand into data center markets, while Changguang Huaxin is developing next-generation optical chip platform technologies [14].

据公司前次募集资金使用情况报告，经中国证监会批复(证监许可【2022】1238号文)核准，公司采用非 公开发行方式发行了普通股(A股)股票84,803,234股，发行价为每股人民币18.55元。截至2023年2月24 日，公司共募集资金1,573,099,990.70元，扣除发行费用29,739,342.57元后，募集资金净额为 1,543,360,648.13元。上述募集资金净额已经立信会计师事务所(特殊普通合伙)信会师报字[2023]第 ZE10017号《验资报告》验证。 据公司2025年半年报，报告期内，公司实现营业收入52.43亿元，同比增长68.59%；归属于上市公司股 东的净利润3.72亿元，同比增长78.98%；扣除非经常性损益后的净利润3.60亿元，同比增长74.65%；经 营活动产生的现金流量净额-1.07亿元。 中国经济网北京9月10日讯光迅科技（002281）(002281.SZ)昨晚披露2025年度向特定对象发行A股股票 预案，本次向特定对象发行股票的发行对象为包括公司实际控制人中国信科集团在内的符合中国证监会 规定条件的不超过35名(含35名)特定对象。除中国信科集团外，其他不超过3 ...

光模块板块今年呈现爆发式增长，光迅科技（002281）乘势推出定增方案，通过募资35亿元加码高速光 模块产能建设，并深化技术研发能力。 光迅科技表示，公司计划使用募集资金投入算力中心光连接及高速光传输产品生产建设项目，精准聚焦 于技术壁垒高、需求旺盛的高速高端产品，进一步扩充相关产品产能，加快优化公司产品结构，加速公 司产品向高端演进。同时也将致力于突破前沿技术瓶颈，进行多元化业务布局，打造第二增长曲线。 光迅科技本次定增的募投项目中，"算力中心光连接及高速光传输产品生产建设项目"指向产能扩张，也 是本次定增的重头戏。项目建设期为4年，光迅科技寄望于该项目的实施帮助解决公司现有产能瓶颈， 提升高端产品供货能力。 具体来看，该项目计划投资总额达24.8亿元，在武汉东湖新建9.68万平方米厂房及配套设施、购置先进 生产设备，达产后形成年产高速光模块499.20万只、超宽带放大器14.00万只、相干产品3.20万只、高密 度新型连接器192.00万只及光开关0.64万只。公司预期项目税后内部收益率为17.20%。 9月9日晚间，光迅科技披露的定增预案显示，公司拟向特定对象发行股票募集资金总额不超过35亿元， 投建算 ...

根据公告，本次募投金额具体分配如下： | 序号 | 项目名称 | 投资 | 拟使用 | | --- | --- | --- | --- | | | | 总额 | 募集资金额 | | | 算力中心光连接及高速光传输产品生产建设项目 | 248,210.08 | 208,288.83 | | 2 | 高速光互联及新兴光电子技术研发项目 | 100,060.59 | 61,711.17 | | 3 | 补充流动资金 | 80,000.00 | 80,000.00 | | | 合 计 | 428,270.67 | 350,000.00 | 1. 算力中心光连接及高速光传输产品生产建设项目拟投入20.83亿元； 2. 高速光互联及新兴光电子技术研发项目拟投入6.17亿元； 3. 剩余8亿元用于补充流动资金。 9月9日，武汉光迅科技股份有限公司（证券代码：002281，简称"光迅科技"）发布《2025年度向特定对象发行A股股票募集资金使用可行性分析报告》，拟 通过定向增发募集资金总额不超过35亿元（含本数），用于"算力中心光连接及高速光传输产品生产建设""高速光互联及新兴光电子技术研发"及补充流动资 金，进一步夯实公司在 ...

Group 1 - The core point of the article is that Guangxun Technology (SZ 002281) held its 28th meeting of the 7th board of directors on September 9, 2025, to discuss the issuance of a notice for a shareholders' meeting [1] - For the first half of 2025, Guangxun Technology's revenue composition is entirely from the telecommunications equipment manufacturing industry, accounting for 100.0% [1] - As of the time of reporting, Guangxun Technology has a market capitalization of 47.3 billion yuan [1]

光模块概念行情火爆，光迅科技（002281）乘势推出定增方案，通过募资35亿元加码高速光模块产能建 设，并深化技术研发能力。 具体来看，该项目计划投资总额达24.8亿元，在武汉东湖新建9.68万平方米厂房及配套设施、购置先进 生产设备，达产后形成年产高速光模块499.20万只、超宽带放大器14.00万只、相干产品3.20万只、高密 度新型连接器192.00万只及光开关0.64万只。公司预期项目税后内部收益率为17.20%。 "高速光互联及新兴光电子技术研发项目"则指向技术储备。该项目计划总投资超10亿元，新建光电子研 发中试中心7316.65平方米，新增研发及检测设备、实验设备等，以帮助公司在高速光互连、新兴光电 子等领域开展技术研究及中试，聚焦行业及下游应用领域的前沿技术，以增强公司的技术研发实力。 光模块作为与AI算力深度绑定的关键环节之一，是数据中心和通信网络中实现光电转换的核心器件， 直接影响数据传输的速度和效率。在全球算力规模不断增长的背景下，高速光模块需求激增且高端产品 的迭代加速。根据Light Counting预测，以太网光模块到2029年将超过200亿美元。 在此背景下，光迅科技正在加速推动 ...

智通财经APP讯，光迅科技(002281.SZ)发布2025年度向特定对象发行A股股票预案，本次向特定对象发 行股票的发行对象为包括公司实际控制人中国信科集团在内的符合中国证监会规定条件的不超过35名 (含35名)特定对象。募集资金总额预计不超过35亿元，在扣除发行费用后实际募集资金净额将用于以下 项目：算力中心光连接及高速光传输产品生产建设项目、高速光互联及新兴光电子技术研发项目及补充 流动资金。 ...

光迅科技（002281）(002281.SZ)发布2025年度向特定对象发行A股股票预案，本次向特定对象发行股票 的发行对象为包括公司实际控制人中国信科集团在内的符合中国证监会规定条件的不超过35名(含35名) 特定对象。募集资金总额预计不超过35亿元，在扣除发行费用后实际募集资金净额将用于以下项目：算 力中心光连接及高速光传输产品生产建设项目、高速光互联及新兴光电子技术研发项目及补充流动资 金。 ...