Group 1 - The core viewpoint of the article is that Guangxun Technology (002281) is currently not selling its optical chips externally, as they are primarily used for self-supply [1] Group 2 - The company responded to investor inquiries on an interactive platform regarding its optical chip sales strategy [1] - The focus on self-supply indicates a strategic decision to prioritize internal use over external sales at this time [1]

Core Viewpoint - The Shenzhen State-Owned Enterprises ESGR Index (470055) closed at 1590.4 points on December 22, with a gain of 0.46% and a trading volume of 32.354 billion yuan, indicating a stable performance in the market [1]. Group 1: Index Performance - The ESGR Index had 25 stocks rising and 19 stocks falling on the reporting day, with Zhongtung High-Tech leading the gainers at an increase of 8.57%, while Xugong Machinery led the decliners with a drop of 2.67% [1]. - The index's turnover rate was 1.25%, reflecting moderate trading activity among its constituents [1]. Group 2: Component Stocks - The top ten constituent stocks of the ESGR Index include Hikvision (9.59% weight), Weichai Power (8.74% weight), and Wuliangye (8.73% weight), with total market capitalizations of 267.156 billion yuan, 154.753 billion yuan, and 428.258 billion yuan respectively [1]. - Notable price movements include Langchao Information with a 4.50% increase and Changchun Gaoxin with a 0.82% decrease [1]. Group 3: Capital Flow - On the reporting day, the main funds experienced a net outflow of 427 million yuan, while retail investors saw a net inflow of 167 million yuan [1]. - The detailed capital flow indicates that Langchao Information had a net inflow of 564 million yuan from main funds, despite a net outflow from retail investors [2]. Group 4: Index Adjustments - Recent adjustments to the ESGR Index included the addition of 15 new stocks and the removal of 15 stocks, reflecting a dynamic rebalancing of the index [3]. - Newly included stocks such as Yunda Co. (138.09 billion yuan market cap) and Tai Sheng Wind Power (77.41 billion yuan market cap) indicate a focus on sectors like power equipment and basic chemicals [3].

证券代码：002281 证券简称：光迅科技 公告编号：（2025）075 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暂缓授予的限制性股票 第一个解除限售期解除限售股份上市流通的提示性公告 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、公司 2022 年限制性股票激励计划暂缓授予的限制性股票第一个解除限售期解 除限售的股份数量为 47,000 股，占公司目前总股本比例为 0.0058%。 武汉光迅科技股份有限公司（以下简称"公司"）第八届董事会第二次会议审议 通过了《关于 2022 年限制性股票激励计划暂缓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 1 人，可申请解除 限售并上市流通的限制性股票数量为 47,000 股，占公司目前总股本比例为 0.0058%。 现将具体情况公告如下： 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，公司第六届董事会第三十三次会议和第六届监事会第二十 九次会议审议通过了《武汉光迅科技股份有限公司 2022 ...

光迅科技公告称，公司2022年限制性股票激励计划暂缓授予的限制性股票第一个解除限售期解除限售条 件已成就，可解除限售的股份数量为47,000股，占公司目前总股本比例为0.0058%，申请解除股份限售 的股东为高级顾问徐勇1人。本次解除限售的限制性股票上市流通日为2025年12月25日。 ...

格隆汇12月22日丨光迅科技(002281.SZ)在互动平台表示，公司已经针对6G承载光网络可能涉及的光器 件模块开展技术预研。 ...

格隆汇12月22日丨光迅科技(002281.SZ)在互动平台表示，公司1.6T光模块产品已具备批量交付能力，具 体放量进度取决于市场及客户的需求情况。 ...

格隆汇12月22日丨光迅科技(002281.SZ)在互动平台表示，公司已经针对6G承载光网络可能涉及的光器 件模块开展技术预研。 ...

Market Performance - The F5G concept index declined by 0.44%, ranking among the top losers in the concept sector as of the market close on December 19 [1] - Notable decliners within the F5G sector included Dekoli, Dongtianwei, and Shijia Photon, while the top gainers were Hengtong Optic, Fenghuo Communication, and CITIC Heavy Industries, with respective increases of 5.13%, 4.83%, and 1.77% [1] Capital Flow - The F5G concept sector experienced a net outflow of 170 million yuan, with 26 stocks seeing net outflows, and 7 stocks with outflows exceeding 50 million yuan [2] - Shijia Photon led the outflow with a net withdrawal of 254 million yuan, followed by Tongyu Communication, Dongtianwei, and Dekoli, which had net outflows of 163 million yuan, 122 million yuan, and 108 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Fenghuo Communication, Guangxun Technology, and Hengtong Optic, attracting net inflows of 500 million yuan, 213 million yuan, and 81 million yuan respectively [2][3]

Core Viewpoint - Guangxun Technology's stock has shown significant growth this year, with a year-to-date increase of 33.83% and notable trading activity in recent days [2]. Group 1: Stock Performance - As of December 19, Guangxun Technology's stock price reached 69.47 yuan per share, with a trading volume of 12.89 billion yuan and a market capitalization of 560.40 billion yuan [1]. - The stock has increased by 3.32% over the last five trading days and 27.70% over the last 20 days [2]. - The company has appeared on the trading leaderboard six times this year, with the latest instance on December 17, where net buying amounted to 1.09 billion yuan [2]. Group 2: Financial Performance - For the period from January to September 2025, Guangxun Technology reported a revenue of 8.532 billion yuan, reflecting a year-on-year growth of 58.65%, and a net profit attributable to shareholders of 719 million yuan, up 54.95% year-on-year [2]. - The company's main business revenue composition includes 70.86% from data and access, 28.94% from transmission, and 0.20% from other sources [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Guangxun Technology reached 147,300, an increase of 13.14% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 10.88% to 5,292 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 14.3915 million shares, an increase of 4.0608 million shares [3].

Market Overview - The main board saw significant gains with stocks like Tongding Interconnection (+10.09%), Guangxun Technology (+10.01%), and Zhongci Electronics (+10.00%) leading the charge [1] - The ChiNext board also performed well, with Yidong Electronics (+20.01%), Gu'ao Technology (+20.00%), and Liant Technology (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Kaipu Cloud (+20.00%), Juguang Technology (+17.34%), and Shengyi Electronics (+13.56%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+7.11%) and SW Communication Cables and Accessories (+6.90%) [1] Domestic News - Aibang ARAI announced the launch of the industry's first ultra-low power silicon-based LCD micro-display panel, model OP03021, featuring a resolution of 1632×1536 and a refresh rate of 90Hz [1] - The semiconductor sector observed a strategic acquisition by the Greater Bay Area Fund and Huada Jiutian of Sierxin, enhancing Huada Jiutian's capabilities in digital chip design and verification [1] - Texas Instruments and UBTECH Robotics entered a strategic partnership, with Texas Instruments procuring UBTECH's Walker S2 humanoid robots for deployment in production lines [1] - Xiaomi raised prices on several tablet models, with the entry-level Redmi Pad 2 seeing a price increase of approximately 20%, from 999 yuan to 1199 yuan [1] Company Announcements - Nanchip Technology plans to issue 1.933 billion yuan in convertible bonds to fund projects in smart power management chips, automotive chips, and industrial sensor and control chips [3] - Geke Micro announced a government subsidy of 60 million yuan received by its subsidiary Geke Microelectronics (Zhejiang) [3] - Mingyang Circuit projected a maximum of 5.09 million yuan in related transactions with Bai Rou New Materials for 2026, primarily for raw material procurement [3] - Pingzhi Information's subsidiary signed a 5-year contract with Inner Mongolia Unicom for computing power services, valued at 38.25 million yuan [3] Overseas News - TOPPAN plans to install an advanced semiconductor packaging R&D line at its Ishikawa factory, set to be operational by July 2026 [2] - SK Hynix's advanced semiconductor packaging factory in Indiana is set to break ground in Q1 2026, with an investment of approximately 3.87 billion USD [2] - SEM forecasts a 13.7% year-on-year increase in global semiconductor equipment sales in 2025, reaching a historical high of 133 billion USD [2] - Samsung Electronics aims to finalize the product development specifications for LPDDR6-PIM memory solutions by the end of this year, enhancing AI capabilities in edge computing devices [2]