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。 股票代码：300088 股票简称：长信科技 公告编号：2026-002 芜湖长信科技股份有限公司 关于子公司签订《算力服务合同》的公告 1、交易对手方基本介绍 公司名称：联通（青海）绿电智算科技有限公司 特别提示： 芜湖长信科技股份有限公司（以下简称"公司"或"长信科技"）算力业务 尚处于业务拓展初期，该合同对公司当前生产经营、财务状况及整体业务布局不 构成重大影响。合同约定含税总金额 26,188.80 万元为五年服务期合计金额， 收入将在五年内分期确认，对当期经营业绩影响较小，公司主营业务仍为触控显 示相关业务，整体经营基本面未发生变化。 公司于近日收到公司子公司芜湖长信智算科技有限公司（以下简称"长信智 算"）与联通（青海）绿电智算科技有限公司（以下简称"联通青海绿算"）签 订的《算力服务合同》，本次签订的合同含税金额为 26,188.80 万元，合同服务 期五年，合同签订的具体情况如下： 一、合同签署的情况 2026 年 3 月，联通青海绿算委托长信智算提供算力服务，双方经平等协商 ，在真实、充分地表达各 ...

Summary of Key Points Core Viewpoint - As of February 13, 2026, the number of shareholders for Changxin Technology (SZ300088) is reported to be 119,984, a decrease from 120,474 on February 10, 2026 [1] Group 1 - The company has experienced a reduction in shareholder count over the three-day period from February 10 to February 13, 2026 [1] - The specific number of shareholders on February 10, 2026, was 120,474 [1] - The current shareholder count reflects ongoing changes in investor engagement with the company [1]

Group 1 - The company plans to invest 41 million yuan to hold a 41% stake in a joint venture named "Changxin Huarui Intelligent Computing," marking its strategic expansion into the intelligent computing service sector [1] - The major shareholder, Xinjiang Runfeng Equity Investment Enterprise, has completed a reduction plan, decreasing its shareholding by 47.252 million shares, bringing its stake below 5% [2] - As of February 9, 2026, the company's stock price closed at 6.44 yuan per share, with a year-to-date increase of 6.27%, although there was a net outflow of 1.8821 million yuan in principal funds on that day [3] Group 2 - The company's revenue for the first three quarters of 2025 was 8.958 billion yuan, reflecting a year-on-year growth of 3.72%, while the net profit attributable to shareholders was 285 million yuan, a decrease of 2.54% year-on-year [3]

Core Insights - The new display industry is recognized as a key emerging pillar industry in China, showing strong innovation and resilience as it embarks on a new technological journey in the "14th Five-Year Plan" [1] - The integration of AI and display technology is creating new application scenarios and redefining human-computer interaction, which is seen as a new anchor point for global technological competition [2] - The industry is experiencing a recovery phase driven by improved supply and demand dynamics, technological advancements, and innovative applications [4][5] Group 1: Industry Developments - The Zhengzhou Huike new display base has achieved a daily delivery of over 10,000 display terminals and received orders for 380,000 units in January alone, with over 30% of products being exported [4] - TCL Technology expects its subsidiary TCL Huaxing to surpass 100 billion yuan in revenue and 8 billion yuan in net profit by 2025, indicating strong growth prospects [4] - BOE is experiencing increased TV product shipments due to demand from major sporting events, with a stable production rate and an expected ramp-up of its 8.6-generation AMOLED production line in the second half of the year [5] Group 2: Technological Innovations - The integration of AI with new display technologies is enhancing user interaction, with companies like BOE and TCL showcasing advanced features such as AI voice and gesture control at the 2026 International Consumer Electronics Show [2] - The smart glasses market is projected to see significant growth, with an expected shipment of 4.508 million units in 2026, reflecting a year-on-year increase of 77.7% [2] - Companies are focusing on high-value growth areas, with Changxin Technology successfully producing large-area dynamic X-ray imaging sensors, addressing a critical gap in high-end equipment manufacturing [7] Group 3: Market Trends and Future Outlook - The global display industry is gradually concentrating in China, with expectations of increased orders driven by events like the 2026 World Cup, indicating a warming demand in the industry [5] - The industry is transitioning from scale expansion to deeper value enhancement, emphasizing technological innovation and value chain improvement [7] - The next five years are expected to see a dynamic balance in global industry development, with OLED and other mainstream technologies showing clear growth trends [8]

Investment Rating - The report maintains an "Outperform" rating for the electronics industry [1][10]. Core Insights - The report highlights a transition from structural shortages and price increases to a more widespread inflation across the electronics industry, driven by sustained high demand for AI computing and storage capabilities [1]. - It emphasizes the optimistic outlook for 2026 as a year of significant growth in domestic hard technology, driven by innovations in AI smartphones, AI glasses, and foldable screens [1]. - The report recommends focusing on companies involved in self-controllable manufacturing and the overseas supply chain for storage and computing [1]. Summary by Sections Market Trends - The Shanghai Composite Index rose by 0.84%, while the electronics sector increased by 1.39% over the past week, with optical electronics up by 3.21% and consumer electronics down by 0.69% [1][13]. - Global AI computing and storage demand continues to drive resource competition within the supply chain, leading to price increases across various components [1]. Semiconductor Developments - Alibaba's AI chip subsidiary, Pingtouge, is preparing for an independent IPO, indicating a strong trend towards domestic alternatives in computing chips [2]. - The report expresses confidence in the growth of domestic GPU and ASIC companies, such as Cambricon and Aojie Technology [2]. Storage Market Dynamics - NAND Flash prices have risen by 18% and DRAM prices by 33% in the past month, leading to increased cost proportions for PC manufacturers [3]. - Companies like Demingli and Jiangbolong are expected to see significant profit growth due to the ongoing storage cycle [3]. PCB Industry Insights - The report notes that rising raw material prices and increasing demand are positively impacting the performance of PCB upstream manufacturers [4]. - Companies such as Shenghong Technology and Jinan Guojiji are highlighted for their strong performance and market expectations [4]. Key Investment Recommendations - The report recommends several companies across different segments, including: - Optical Electronics: Lantech Optical, Aojie Technology, and others [1]. - Storage: Demingli, Jiangbolong, and others [3]. - PCB: Shengyi Technology and others [4]. - A focus on semiconductor companies like SMIC and Aojie Technology is also advised [9].

Core Viewpoint - Xinjiang Runfeng, a shareholder holding more than 5% of Changxin Technology, has completed a share reduction plan, significantly decreasing its stake in the company [1] Group 1: Share Reduction Details - From January 20 to January 26, 2026, Xinjiang Runfeng reduced its holdings by 14.8 million shares through centralized bidding at an average price of 6.31 yuan per share, accounting for 0.592537% of the company's total share capital [1] - Additionally, 32.452 million shares were sold through block trading at an average price of 5.93 yuan per share, representing 1.299258% of the total share capital [1] - In total, Xinjiang Runfeng reduced its holdings by 47.252 million shares, which is 1.891795% of the company's total share capital, lowering its ownership from 6.891791% to 4.999996% [1]

芜湖长信科技股份有限公司 简式权益变动报告书 信息披露义务人：新疆润丰股权投资企业（有限合伙） 通讯地址：乌鲁木齐经济技术开发区口岸路 34 号综合楼 414 房间 权益变动性质：持股比例减少（信息披露义务人持股比例减持至 5% 以下） 简式权益变动报告书签署日期:2026 年 1 月 26 日 1 上市公司名称：芜湖长信科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：长信科技 股票代码：300088 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司收购管理 办法》（以下简称"《收购管理办法》"）、《公开发行证券的公司信息披露内 容与格式准则第 15 号—权益变动报告书》（以下简称"《准则 15 号》"）及相 关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购管理办法》和《准则 15 号》的规定，本报告 书已全面披露了信息披露义务人在芜湖长信科技股份有限公司（ ...

股票代码：300088 股票简称：长信科技 公告编号：2026-001 芜湖长信科技股份有限公司 关于持股5%以上股东权益变动触及1%整数倍且持股比例降至 5%以下、减持计划实施完成暨披露简式权益变动报告书的 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动性质为股份减少，不触及要约收购。 2、本次权益变动不会导致公司控制权发生变更，不会对公司治理结构及持 续经营产生影响。 3、本次权益变动后，股东新疆润丰股权投资企业（有限合伙）（以下简称"新 疆润丰"）持有公司股份 124,886,588 股，占公司总股本的 4.999996%（占剔除 公司回购专用账户的股份数量后总股本的 5.041887%）；不再是公司持股 5%以上 的股东。 4、截止本公告披露日，新疆润丰的减持计划已实施完毕。 5、据《深圳证券交易所上市公司自律监管指引第 18 号 —— 股东及董事、 高级管理人员减持股份》相关规定，本次通过大宗交易方式受让新疆润丰减持股 份的受让方，自股份过户之日起六个月内不得减持其所受让的股份。 芜湖长信科技股份有限公司（以下简称"公司"或"长信科技"）于2025 ...

Group 1 - On January 26, Changxin Technology executed a block trade of 1.578 million shares, with a transaction value of 9.6261 million yuan, accounting for 0.77% of the total transaction volume for the day [1] - The transaction price was 6.10 yuan, representing a discount of 9.63% compared to the market closing price of 6.75 yuan [1] Group 2 - The block trade included multiple transactions, with the largest being 51.91 thousand shares for a value of 3.1663 million yuan, executed by an institutional buyer [2] - Other notable transactions included 42.21 thousand shares for 2.5751 million yuan and 33.68 thousand shares for 2.0547 million yuan, both also executed by institutional buyers [2]

Group 1 - The core transaction involved Changxin Technology, with a total of 21.655 million shares traded, amounting to 129 million yuan, which represented 5.73% of the total trading volume for the day [1] - The transaction price was 5.95 yuan per share, reflecting a discount of 15.48% compared to the market closing price of 7.04 yuan [1]