Core Viewpoint - The company emphasizes its commitment to stable operations and long-term value through share buybacks, aimed at protecting the interests of all shareholders [2] Group 1 - The company has stated that its share buyback decision is based on a comprehensive assessment of long-term value [2] - The company plans to continue focusing on its core business operations to enhance profitability and intrinsic value [2] - The company views these efforts as fundamental to rewarding all long-term investors [2]

Core Viewpoint - CPO (Chip-Package-Optical) technology is emerging as a key direction for high-speed optical modules, leveraging the advantages of "chip and optical engine co-packaging" to become a core area for next-generation optical communication devices [1] Company Highlights - **特发信息 (Tefa Information, 000070.SZ)**: Latest stock price at 14.85 CNY, with a daily increase of +10.00%. The subsidiary has CPO platform design capabilities and high-precision packaging technology applicable for CPO packaging [1] - **联特科技 (Liante Technology, 301205.SZ)**: Latest stock price at 143.60 CNY, with a daily increase of +7.24%. Focused on optical communication transceiver modules, mastering design and manufacturing capabilities from optical chips to optical modules [1] - **长芯博创 (Changxin Bochuang, 300548.SZ)**: Latest stock price at 143.82 CNY, with a daily increase of +7.09%. An integrated circuit electronic device company that has released external light source modules for CPO and is developing photonic technology-related products [1] - **德科立 (Dekeli, 688205.SH)**: Latest stock price at 172.90 CNY, with a daily increase of +4.78%. A light transmission company with R&D plans covering 800G and CPO high-speed miniaturized optical transceiver module technology solutions [1] - **华工科技 (Huagong Technology, 000988.SZ)**: Latest stock price at 83.20 CNY, with a daily increase of +3.53%. A photonics company with vertical integration capabilities, establishing a research institute to focus on CPO and LPO technologies [1] - **光迅科技 (Guangxun Technology, 002281.SZ)**: Latest stock price at 68.55 CNY, with a daily increase of +3.24%. A global supplier of photonic devices that has already laid out CPO technology and completed silicon photonic integration packaging technology development [1] - **新易盛 (Xinyi Sheng, 300502.SZ)**: Latest stock price at 432.26 CNY, with a daily increase of +3.13% [1] - **中天科技 (Zhongtian Technology, 600522.SH)**: Latest stock price at 17.22 CNY, with a daily increase of +2.99%. Advancing CPO co-packaging optical technology and has mastered high-speed optical module packaging capabilities [2] - **炬光科技 (Juguang Technology, 688167.SS)**: Latest stock price at 170.89 CNY, with a daily increase of +2.45%. Acquired SMO technology applicable for efficient collimation and coupling of laser light sources in CPO [2] - **源杰科技 (Yuanjie Technology, 688498.SH)**: Latest stock price at 691.66 CNY, with a daily increase of +2.39%. Has laser product reserves for CPO, with CW high-power laser technology applicable in the CPO field [2] - **光库科技 (Guangku Technology, 300620.SZ)**: Latest stock price at 172.58 CNY, with a daily increase of +2.20%. Launched high-density, high polarization-maintaining fiber array collimators for CPO applications [2] - **仕佳光子 (Shijia Photonics, 688313.SH)**: Latest stock price at 96.10 CNY, with a daily increase of +2.13%. Products like high-power laser chips can be used for CPO packaging [2] - **亨通光电 (Hengtong Optic-Electric, 600487.SH)**: Latest stock price at 20.75 CNY, with a daily increase of +1.72%. One of the earliest companies to layout CPO optoelectronic co-packaging, previously launched a 3.2T CPO working prototype [2] - **聚飞光电 (Jufei Optoelectronics, 300303.SZ)**: Latest stock price at 7.12 CNY, with a daily increase of +1.71%. The company's invested subsidiary has silicon optical chips applicable for CPO [2] - **中际旭创 (Zhongji Xuchuang, 300308.SZ)**: Latest stock price at 616.00 CNY, with a daily increase of +1.65%. A leading optical module company, with CPO as one of its key evolution directions, already has R&D and layout in place [3]

Core Viewpoint - The company, Jufei Optoelectronics, emphasizes its commitment to technology research and market development, aiming to reward investor trust with actual performance [2]. Group 1 - The company has disclosed relevant product progress in its periodic reports, with some information subject to commercial confidentiality or client agreements [2]. - Specific details that are confidential will be disclosed through legal channels once they meet disclosure standards [2]. - The company is focused on continuous technological development and market expansion [2].

Group 1 - The core viewpoint of the article is that 聚飞光电 has acknowledged the extensive industry experience and resource accumulation of Mr. Qiu Shengfu in the optical communication field, while also noting that his specific resume involves commercial privacy and has been disclosed as much as possible within compliance [2] Group 2 - The company responded to investor inquiries on its interactive platform regarding Mr. Qiu Shengfu's background [2] - The disclosure emphasizes the importance of compliance while addressing investor concerns about leadership qualifications [2] - The mention of Mr. Qiu's deep industry experience suggests potential confidence in the company's strategic direction in the optical communication sector [2]

Core Viewpoint - The company, Jufei Optoelectronics, is facing significant operational pressure and intense competition in the current market environment, but is actively working on improving profitability through various strategic initiatives [1] Group 1: Company Strategy - The company is focusing on promoting high-margin new products by working on customer certification and mass production [1] - Efforts are being made to optimize the supply chain and improve the efficiency of new production lines while strictly controlling costs [1] - The management is committed to exploring new market applications to expand business opportunities [1] Group 2: Operational Outlook - As new production capacity is gradually released and management processes continue to improve, the company aims to enhance its profitability [1]

Core Viewpoint - The announcement by Jufei Optoelectronics (300303) regarding the share transfer agreement indicates a significant change in the ownership structure, with a new major shareholder emerging [1] Group 1: Share Transfer Details - On December 3, Jufei Optoelectronics announced that one of its controlling shareholders, Ms. Li Xiaodan, signed a share transfer agreement with Mr. Qiu Shengfu [1] - The agreement stipulates a transfer of 100,000,000 shares at a price of 5.74 yuan per share, totaling 57.4 million yuan [1] - After the transfer, Mr. Qiu Shengfu will hold 7.06% of the company's shares, qualifying him as a shareholder with more than 5% ownership [1]

Core Viewpoint - JuFei Optoelectronics announced a share transfer agreement involving 100 million shares, representing 7.06% of the company's total equity, between major shareholder Li Xiaodan and individual investor Qiu Shengfu, with the transfer confirmed by relevant authorities [1] Group 1: Share Transfer Details - The share transfer agreement was signed on September 25, 2025, and the transfer was completed on December 2, 2025 [1] - The transferred shares are classified as unrestricted circulating shares [1] - The transaction has received confirmation from the Shenzhen Stock Exchange and the China Securities Depository and Clearing Corporation [1]

证券代码：300303 证券简称：聚飞光电 公告编号：2025-062 深圳市聚飞光电股份有限公司 关于控股股东协议转让股份过户完成的公告 邢美正先生与李晓丹女士、邱生富先生保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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、2025 年 9 月 25 日，深圳市聚飞光电股份有限公司（以下简称"公司"） 控股股东之一李晓丹女士与境内自然人邱生富先生签署了《股份转让协议》（以 下简称"转让协议"），约定通过协议转让方式转让持有的公司 100,000,000 股股份， 占上市公司总股本的 7.06%（本公告持股比例以 2025 年 12 月 2 日公司总股本 1,415,605,527 股进行计算，鉴于公司股份回购事项尚未完成，持股比例的计算未 剔除公司回购专用证券账户持有的股份）。 2、本次股份协议转让事宜已在中国证券登记结算有限责任公司办理完成过 户登记手续，并取得了《证券过户登记确认书》。过户完成后，邱生富先生持有 公司股份 100,000,000 股，占公司总股本比例为 7.06%。 3、本 ...

Core Viewpoint - The company, Jufei Optoelectronics (300303.SZ), has conducted a share buyback, acquiring a total of 8,873,700 shares, which represents 0.6268% of its total share capital, with a total expenditure of 57,313,776.00 yuan [1] Summary by Category Share Buyback Details - The share buyback was executed through a dedicated securities account via centralized bidding [1] - The highest transaction price was 7.11 yuan per share, while the lowest was 5.82 yuan per share [1] - The total amount spent on the buyback, excluding transaction fees, was 57,313,776.00 yuan [1]

Company Summary - Jufei Optoelectronics (SZ 300303) announced a share buyback plan, intending to repurchase approximately 8.87 million shares, which represents 0.6268% of the total share capital, with a total transaction amount of about 57.31 million yuan [1] - The share buyback will occur through a special securities account via centralized bidding, with a maximum transaction price of 7.11 yuan per share and a minimum price of 5.82 yuan per share [1] - As of the report, Jufei Optoelectronics has a market capitalization of 9.7 billion yuan [1] Industry Overview - For the first half of 2025, Jufei Optoelectronics reported that LED products accounted for 91.27% of its revenue, while other businesses contributed 8.73% [1]