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A股CPO概念股普涨,新易盛涨6%
Ge Long Hui· 2025-12-03 02:03
格隆汇12月3日|A股市场CPO概念股普涨,其中,新易盛涨6%,天孚通信涨超4%,长芯博创、仕佳光 子涨超3%,剑桥科技、跃岭股份涨超2%。 ...
音频 | 格隆汇12.3盘前要点—港A美股你需要关注的大事都在这
Ge Long Hui A P P· 2025-12-03 01:08
Group 1 - The National Development and Reform Commission and other departments encourage local governments to utilize computing power vouchers, model vouchers, and data vouchers to provide convenience and discounts in computing power, algorithms, and data [1] - The Shanghai Cyberspace Administration has guided platforms like Xiaohongshu and Bilibili to self-check and clean up over 40,000 pieces of illegal and harmful information related to the real estate market [1] - Major US stock indices closed higher, with Intel rising over 8% and Boeing soaring over 10% [1] - WTI January crude oil futures fell over 1.14%, closing at $58.64 per barrel [1] - The US SEC chairman plans to introduce new capital market regulations in January to encourage more companies to go public [1] - Amazon has launched its latest AI chip, challenging Nvidia and Google [1] - The scale of US money market assets has surpassed $8 trillion for the first time [1] - The OECD has raised China's economic growth forecast for 2025 to 5% [1] Group 2 - A-share new account openings in November reached 2.38 million, a month-on-month increase of 3% but a year-on-year decrease of 12% [1] - Hong Kong's total value of residential sale and purchase agreements in November increased by 1.2% month-on-month but decreased by 9.8% year-on-year [1] - The order volume for effective drugs against influenza has surged nearly 9 times, indicating that the flu is at a moderate epidemic level nationwide [1] - Dragon Power Technology is communicating with customers regarding the reasons for the price increase of lithium iron phosphate [1] - Tianfu Communication's directors and executives plan to reduce their holdings by no more than 0.0611% of shares [1]
范波在苏州高新区调研战略性新兴产业发展工作
Su Zhou Ri Bao· 2025-12-03 00:32
调研中,范波听取了苏州高新区战略性新兴产业整体情况汇报,要求梳理重点领域产业链,精准绘制产业图 谱,发挥高能级科研平台作用,加强与龙头企业对接合作,集中力量攻坚破解技术瓶颈、产业难题,"一链一 策"做好服务保障,全力以赴强链补链延链,加快构建现代化产业体系,努力打造发展新质生产力的重要增长极。 范波强调,当前,人工智能等新一代信息技术与先进制造技术加速融合,不断催生新产业、新模式、新动 能。各地各部门要抢抓人工智能发展等重大机遇,全面实施"人工智能+"行动,坚持创新驱动,突出应用导向,强 化要素支撑,营造一流环境,推动人工智能改造提升传统产业、培育壮大新兴产业、服务布局未来产业,打造具 有国际竞争力的战略性新兴产业集群,加快建设"人工智能+"城市。 市领导王飏、毛伟,苏州高新区主要负责同志参加。 倪黎祥 摄 12月1日,市委书记范波在苏州高新区调研战略性新兴产业发展工作。他强调,要深入学习贯彻党的二十届四 中全会精神和习近平总书记关于人工智能的重要论述,认真落实省委十四届十次全会精神,坚持以科技创新引领 新质生产力发展,推进人工智能赋能先进制造业,培育壮大战略性新兴产业集群,为苏州打造具有全球影响力的 产业科 ...
12月2日增减持汇总
Xin Lang Cai Jing· 2025-12-02 14:46
Group 1: Share Buybacks and Increases - Jiangsu Shentong plans to continue increasing its shareholding by 100 million to 155 million yuan [3] - Pingmei Shenhua's directors and senior management plan to increase their shareholding [3] - CATL has repurchased a total of 15.99 million A-shares as of November 30 [3] - Lanke Technology has repurchased a total of 1.505 million A-shares as of November 30 [3] - Century Huatong has made its first share purchase amounting to 499.95 million yuan [3] Group 2: Share Reductions - Youyou Foods' shareholder plans to reduce holdings by no more than 0.26% [5] - *ST Wanfang's shareholder plans to reduce holdings by no more than 3% [5] - Yaxin Security's shareholders plan to collectively reduce holdings by no more than 1.75% [5] - Bixingsource reduced its holdings by 177,700 shares from December 1 to December 2 [5] - Pioneering Technology's shareholder plans to reduce holdings by no more than 3% [5] - Northern Shares' shareholder plans to reduce holdings by no more than 3% [5] - Tianfu Communication's executives plan to collectively reduce holdings by no more than 475,000 shares [5] - Luguan Technology's shareholder plans to reduce holdings by no more than 2% [5] - Xince Standards' shareholder plans to reduce holdings by no more than 2.77% [5] - Meili Technology's shareholder plans to reduce holdings by no more than 1.11% [5] - Rongneng Technology's shareholder has reduced holdings by 1.5 million shares as of December 1, 2025 [5] - Fuhui Technology's senior management plans to reduce holdings by no more than 0.74% [5] - Hefei China’s largest shareholder plans to reduce holdings by no more than 2% [5]
天孚通信(300394.SZ)三名董事高管拟减持合计不超47.5万股
智通财经网· 2025-12-02 14:12
智通财经APP讯,天孚通信(300394.SZ)发布公告,公司于近日收到天孚通信股东王志弘、陈凯荣、吴文 太出具的《股份减持计划告知函》,上述董事高管拟减持合计不超47.5万股。 ...
A股公告精选 | 10天7板梦天家居(603216.SH):如股价进一步异常上涨 或申请停牌核查
智通财经网· 2025-12-02 12:43
Group 1 - Tianpu Co., Ltd. has completed the stock suspension review and will resume trading on December 3, 2025, after a significant price increase of 451.8% from August 22 to November 27, indicating potential trading risks [1] - Daoming Optics announced that it does not have any AI mobile phone-related business despite recent media discussions, and its stock experienced abnormal trading fluctuations with a cumulative price deviation exceeding 20% [2] - Jiangbolong plans to raise no more than 3.7 billion yuan for high-end storage research and industrialization projects related to AI and semiconductor storage control chips [3] Group 2 - Daimai Co., Ltd. received an insurance compensation of 14.7 million USD for a fire incident, which will be recorded as non-recurring income in the 2025 financial statements [4] - Meng Tian Home has seen its stock price deviate over 100% in the last 10 trading days, and may apply for a suspension review if the price continues to rise abnormally [5] - Daming City announced that 10.13% of shares held by its controlling shareholder are subject to judicial freezing and marking, but this will not adversely affect the company's operations or governance [6] Group 3 - Guomai Culture reported an investment loss of approximately 40 million yuan from a film project, which is expected to impact its 2024 audited net profit by over 10% [7] - Pingtan Development's stock price has increased significantly over three consecutive trading days, raising concerns about irrational speculation despite no major changes in its fundamentals [8] - Xiamen Tungsten plans to invest 942 million yuan in the second phase of its motor industrial park, which is expected to be completed by September 2029 [9] Group 4 - Shunhao Co., Ltd. experienced abnormal stock trading with a cumulative price deviation exceeding 20%, while its investment in a project has uncertain outcomes [10] - Haowei Group's controlling shareholder plans to donate 2.48% of the company's shares to a university foundation [11] - Yutong Bus reported production and sales growth in November 2025, with production increasing by 11.21% year-on-year [12] Group 5 - Tianfu Communication's executives plan to reduce their holdings by a total of 47,500 shares due to personal financial needs [13] - Jixin Technology's secretary plans to reduce holdings by up to 22,764 shares [15] - New Tonglian's major shareholder has reduced its holdings, affecting the equity structure but not violating any commitments [16] Group 6 - Axin Security announced that several shareholders plan to collectively reduce their holdings by up to 1.75% [17] - Gaohua Technology's shareholders plan to reduce their holdings, with specific amounts and percentages outlined [18] - Weisheng Information won three electricity project contracts totaling 65.32 million yuan, which will positively impact its performance [19] - Design Institute recently won 17 projects with a total bid amount of approximately 251 million yuan [20]
天孚通信(300394.SZ):董事、高级管理人员拟减持股份
Ge Long Hui A P P· 2025-12-02 12:21
2、公司董事会秘书、副总经理陈凯荣先生持有天孚通信225,792股(占公司总股本比例0.0290%),计 划在本减持计划预披露公告之日起十五个交易日后的三个月内(窗口期不减持),以集中竞价方式减持 公司股份不超过56,000股(不超过公司总股本比例0.0073%)。 3、公司财务总监吴文太先生持有天孚通信96,040股(占公司总股本比例0.0124%),计划在本减持计划 预披露公告之日起十五个交易日后的三个月内(窗口期不减持),以集中竞价方式减持公司股份不超过 24,000股(不超过公司总股本比例0.0031%)。 格隆汇12月2日丨天孚通信(300394.SZ)公布,1、苏州天孚光通信股份有限公司董事、副总经理王志弘 先生持有公司1,580,562股(占公司总股本比例0.2033%),计划在本减持计划预披露公告之日起十五个 交易日后的三个月内(窗口期不减持),以集中竞价方式减持公司股份不超过395,000股(不超过公司 总股本比例0.0509%)。 ...
新易盛逆市六连涨!大摩上调谷歌TPU产量预期,光模块CPO获新发展机遇!关注含“光”量超56%的ETF
Xin Lang Ji Jin· 2025-12-02 11:41
Group 1 - The core viewpoint of the articles highlights the resilience of the AI sector, particularly in the context of the recent performance of the ChiNext AI ETF and the growth prospects for companies involved in AI and related technologies [1][4] - New Yi Sheng, a leading optical module CPO, has seen a significant increase in stock price, indicating strong market interest and performance in the optical module sector [1] - Morgan Stanley's report indicates a substantial upward revision in Google's TPU production forecasts, suggesting a robust demand for AI-related hardware, which could benefit optical module suppliers [3] Group 2 - The AI industry is experiencing a clear upward trend, with short-term adjustments providing good opportunities for investment, particularly in the computing power and AI application sectors [4] - The optical module industry is expected to see a capacity release in Q1 2026, driven by the high demand in the computing power supply chain, which is likely to enhance the performance of leading optical module manufacturers [3] - The first ChiNext AI ETF is highlighted as a key investment vehicle, with a significant portion of its holdings focused on optical module leaders, reflecting the growing importance of this sector in the AI landscape [4]
天孚通信:董事、副总经理王志弘拟减持不超过约40万股
Mei Ri Jing Ji Xin Wen· 2025-12-02 11:16
每经AI快讯,天孚通信12月2日晚间发布公告称,苏州天孚光通信股份有限公司董事、副总经理王志弘 先生持有公司约158万股(占公司总股本比例为0.2033%),计划在本减持计划预披露公告之日起十五 个交易日后的三个月内,以集中竞价方式减持公司股份不超过约40万股。 公司董事会秘书、副总经理陈凯荣先生持有天孚通信约23万股(占公司总股本比例为0.029%),计划 在本减持计划预披露公告之日起十五个交易日后的三个月内,以集中竞价方式减持公司股份不超过约 5.6万股。 公司财务总监吴文太先生持有天孚通信约9.6万股(占公司总股本比例为0.0124%),计划在本减持计划 预披露公告之日起十五个交易日后的三个月内,以集中竞价方式减持公司股份不超过约2.4万股。 每经头条(nbdtoutiao)——股民发帖求主力拉涨停,次日竟成真!襄阳轴承涨停迷局背后:平台审核 漏洞与市场操纵疑云发酵 (记者 王晓波) ...
天孚通信(300394) - 关于董事、高级管理人员减持股份的预披露公告
2025-12-02 11:02
证券代码:300394 证券简称:天孚通信 公告编号:2025-056 苏州天孚光通信股份有限公司 关于董事、高级管理人员减持股份的预披露公告 公司董事王志弘、高级管理人员陈凯荣、吴文太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、苏州天孚光通信股份有限公司(以下简称"公司"或"天孚通信")董事、 副总经理王志弘先生持有公司1,580,562股(占公司总股本比例0.2033%),计划 在本减持计划预披露公告之日起十五个交易日后的三个月内(窗口期不减持), 以集中竞价方式减持公司股份不超过395,000股(不超过公司总股本比例0.0509%)。 2、公司董事会秘书、副总经理陈凯荣先生持有天孚通信225,792股(占公司 总股本比例0.0290%),计划在本减持计划预披露公告之日起十五个交易日后的三 个月内(窗口期不减持),以集中竞价方式减持公司股份不超过56,000股(不超过 公司总股本比例0.0073%)。 3、公司财务总监吴文太先生持有天孚通信96,040股(占公司总股本比例 0.012 ...