证券日报网讯 2月26日，意华股份在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 人数为29795户。 （文章来源：证券日报） ...

（来源：淘金ETF） 1. 中际旭创（300308）作为全球高速光模块领域的绝对龙头企业，中际旭创深度绑定英伟达、微软、谷 歌等北美头部云厂商，是AI算力爆发周期内最具确定性的核心受益标的。800G与1.6T高速光模块出货 量稳居全球前列，产品结构持续向高端迭代，毛利率与盈利水平稳步抬升。随着英伟达GB300与Rubin 新一代算力平台规模化落地，单机光模块用量大幅提升，直接推动公司订单持续高增。在CPO共封装光 学领域，企业技术储备完善，与产业链上下游协同推进下一代互联方案，长期成长空间进一步打开。北 美四大云厂商资本开支同比增长超60%，叠加英伟达业绩超预期，公司未来两年业绩确定性极高，产能 持续满载，客户结构优质且壁垒深厚，是光模块板块中业绩弹性最强、成长逻辑最清晰的龙头企业。 2. 新易盛（300502） 专注于高速光模块研发、生产与销售的新易盛，是国内少数具备全球竞争力的核心企业，产品覆盖数据 中心、电信传输全场景，在400G、800G高端模块领域出货量位居行业第一梯队。企业海外收入占比 高，深度绑定全球主流云厂商与设备商，订单能见度高且交付能力突出。受益于AI数据中心建设提速 与高速互联需求爆发， ...

本次募投项目延期的原因"乐清光伏支架核心部件生产基地建设项目"所在地周边基础设施条件薄弱，项目前期进度低于预期。 | 序号 | 项目名称 | 项目 | 拟投入 | 调整后 | 实际 | | --- | --- | --- | --- | --- | --- | | | | 总投资 | 募集资金 | 拟投入 募集资金 | 募集资金净额 | | | 乐清光伏支架核心部件 生产基地建设项目 | 40.483.88 | 37.370.78 | 37.370.78 | 37,370.78 | | 2 | 光伏支架全场景应用研 发及实验基地建设项目 | 6.894.09 | 5.415.31 | 5.415.31 | 5.415.31 | | 3 | 补充流动资金 | 10.546.29 | 10.546.29 | 9.294.82 | 9.294.82 | 2月10日，意华股份公告称，公司将"乐清光伏支架核心部件生产基地建设项目"达到预定可使用状态的日期延期至2026年12月，原定时间为2026年4月，目 前已经通过第五届董事会第八次会议审议。 据《温州意华接插件股份有限公司2022年度向特定对象发行A股股票募集说明书 ...

Core Viewpoint - Wenzhou Yihua Connector Co., Ltd. has decided to postpone the completion date of the "Luqing Photovoltaic Bracket Core Component Production Base Construction Project" to December 2026, while maintaining the investment scale and purpose unchanged [6][12]. Group 1: Board Meeting Decisions - The fifth board meeting was held on February 9, 2026, with all 9 directors present, and the decision to postpone certain fundraising projects was unanimously approved [1][14]. - The postponement of the project is based on a careful assessment of the actual construction progress and aims to enhance the quality of the project [11][12]. Group 2: Fundraising and Investment Details - The company has raised a total of approximately RMB 533.32 million through the issuance of 16,567,996 shares at a price of RMB 32.19 per share, with a net amount of RMB 520.81 million after deducting related fees [7]. - The funds raised are allocated for the construction of the Luqing Photovoltaic Bracket Core Component Production Base and related R&D projects [8]. Group 3: Project Postponement Reasons - The postponement is attributed to weak infrastructure conditions surrounding the project site, leading to slower-than-expected progress [11]. - The decision to extend the project timeline is made to ensure better resource allocation and project quality, without affecting the company's current operations [12]. Group 4: Compliance and Approval Procedures - The postponement decision has followed necessary approval procedures and complies with relevant regulations from the China Securities Regulatory Commission and the Shenzhen Stock Exchange [14][15]. - The company has received no objections from the sponsor regarding the postponement of the fundraising projects [15].

（记者 曾健辉） 每经AI快讯，意华股份2月9日晚间发布公告称，公司第五届第八次董事会会议于2026年2月9日在公司 一楼会议室以现场会议的方式召开。会议审议了《关于部分募投项目延期的议案》等文件。 每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 ...

中信证券股份有限公司 一、募集资金基本情况 经中国证券监督管理委员会证监许可〔2023〕887 号《关于同意温州意华接插件股份 有限公司向特定对象发行股票注册的批复》同意，截至 2024 年 3 月 27 日，公司实际已 发行人民币普通股（A 股）16,567,996 股，发行价格 32.19 元/股，募集资金总额为 533,323,791.24 元，扣除保荐承销费用人民币 11,792,452.83 元，减除其他与发行权益性证 券直接相关的发行费用人民币 722,233.96 元，募集资金净额为人民币 520,809,104.45 元， 其中注册资本人民币 16,567,996.00 元，资本溢价人民币 504,241,108.45 元。上述资金到 位情况已经立信会计师事务所（特殊普通合伙）验证，并由其出具了"信会师报字[2024] 第 ZF10191 号"《验资报告》。公司就有关募集资金专户与募集资金存储银行、保荐人 签署了《募集资金三方监管协议》，与全资子公司乐清意华新能源科技有限公司（以下 简称"意华新能源"）、募集资金存储银行、保荐人签署了《募集资金四方监管协议》。 二、募集资金投资项目情况 根据《 ...

证券代码：002897 证券简称：意华股份 公告编号：2026-004 温州意华接插件股份有限公司 关于部分募投项目延期的公告 一、募集资金基本情况 经中国证券监督管理委员会证监许可〔2023〕887 号《关于同意温州意华接 插件股份有限公司向特定对象发行股票注册的批复》同意，截至 2024 年 3 月 27 日，公司实际已发行人民币普通股（A 股）16,567,996 股，发行价格 32.19 元/股， 募集资金总额为 533,323,791.24 元，扣除保荐承销费用人民币 11,792,452.83 元， 减除其他与发行权益性证券直接相关的发行费用人民币 722,233.96 元，募集资金 净额为人民币 520,809,104.45 元，其中注册资本人民币 16,567,996.00 元，资本溢 价人民币 504,241,108.45 元。上述资金到位情况已经立信会计师事务所（特殊普 通合伙）验证，并由其出具了"信会师报字[2024]第 ZF10191 号"《验资报告》。 公司就有关募集资金专户与募集资金存储银行、保荐人签署了《募集资金三方监 管协议》，与全资子公司乐清意华新能源科技有限公司(以下简称" ...

证券代码：002897 证券简称：意华股份 公告编号：2026-003 温州意华接插件股份有限公司 第五届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 温州意华接插件股份有限公司（以下简称"公司"）第五届董事会第八次会议 于 2026 年 2 月 9 日在公司一楼会议室以现场会议的方式召开，本次会议的会议 通知已于 2026 年 2 月 4 日以通讯或电子邮件的方式发出。本次会议应出席董事 9 名，实际出席会议董事 9 名。本次会议由董事长蔡胜才先生主持，公司部分高 级管理人员列席了会议。会议的召集、召开符合《中华人民共和国公司法》和《公 司章程》等有关规定。会议审议并通过以下决议： 一、审议通过《关于部分募投项目延期的议案》 表决结果：同意 9 票，弃权 0 票，反对 0 票。 保荐机构对该事项出具了核查意见。 《 关 于 部 分 募 投 项 目 延 期 的 公 告 》 具 体 内 容 详 见 巨 潮 资 讯 网 （http://www.cninfo.com.cn）。 二、备查文件 董事会 1、《第五届董事会第八次会议决议》。 2 ...

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].

Group 1 - The core point of the news is that Yihua Co., Ltd. experienced a stock price increase of 5.16%, reaching 56.86 CNY per share, with a trading volume of 279 million CNY and a turnover rate of 2.75%, resulting in a total market capitalization of 11.024 billion CNY [1] - Yihua Co., Ltd. is primarily engaged in the research, production, and sales of connectors and their components, with a focus on communication products [1] - The revenue composition of Yihua Co., Ltd. includes solar brackets at 57.83%, communication connectors at 19.74%, other connectors and components at 13.56%, consumer electronics connectors at 6.58%, and other supplementary products at 2.29% [1] Group 2 - Among the top ten circulating shareholders of Yihua Co., Ltd., a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 15,100 shares in the third quarter, now holding 1.0636 million shares, accounting for 0.58% of circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 78.996 billion CNY and has achieved a year-to-date return of 6%, ranking 1533 out of 5579 in its category, with a one-year return of 35.04%, ranking 1803 out of 4289 [2]