截至7月29日收盘，F5G概念上涨2.43%，位居概念板块涨幅第5，板块内，27股上涨，新亚电子涨停， 德科立、仕佳光子、长芯博创等涨幅居前，分别上涨15.66%、10.00%、9.80%。跌幅居前的有华脉科 技、梅安森、兆驰股份等，分别下跌1.31%、0.89%、0.43%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000801 | 四川九 洲 | 4.39 | 6.13 | 14921.02 | 15.09 | | 605277 | 新亚电 子 | 10.02 | 8.86 | 14335.57 | 17.97 | | 688313 | 仕佳光 子 | 10.00 | 8.58 | 13407.91 | 5.45 | | 300548 | 长芯博 创 | 9.80 | 12.03 | 11992.35 | 4.10 | | 603083 | 剑桥科 技 | 3.17 | 12.04 | 11591.12 | ...

Core Viewpoint - The communication equipment sector experienced a significant increase of 4.44% on July 29, with Dekoli leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3609.71, up 0.33% [1] - The Shenzhen Component Index closed at 11289.41, up 0.64% [1] Group 2: Individual Stock Performance - Dekoli (688205) closed at 64.48, with a rise of 15.66% and a trading volume of 238,500 shares, totaling a transaction value of 1.486 billion [1] - Tianfu Communication (300394) closed at 101.08, increasing by 13.83% with a trading volume of 685,000 shares, totaling 661.2 million [1] - Zhongguang Fanglei (300414) closed at 16.03, up 11.40% with a trading volume of 874,900 shares, totaling 1.408 billion [1] - Daijia Photon (688313) closed at 66.88, increasing by 10.00% with a trading volume of 393,800 shares, totaling 2.460 billion [1] - Changxin Bochuang (300548) closed at 92.34, up 9.80% with a trading volume of 323,500 shares, totaling 2.922 billion [1] - Zhongji Xuchuang (300308) closed at 209.93, increasing by 9.41% with a trading volume of 584,400 shares, totaling 12.1 billion [1] - Changfei Fiber (601869) closed at 44.20, up 9.41% with a trading volume of 200,900 shares, totaling 850 million [1] - Xinyi Sheng (300502) closed at 193.39, increasing by 8.77% with a trading volume of 775,900 shares, totaling 14.504 billion [1] - Dingtong Technology (688668) closed at 88.70, up 8.57% with a trading volume of 108,100 shares, totaling 929 million [1] - Feiling Kone (301191) closed at 92.94, increasing by 8.08% with a trading volume of 74,400 shares, totaling 669 million [1] Group 3: Capital Flow - The communication equipment sector saw a net inflow of 664 million from main funds, while retail funds experienced a net inflow of 475 million [1] - The sector faced a net outflow of 1.139 billion from speculative funds [1]

金融界消息 截至2025年7月29日收盘，长芯博创（300548）报收于92.34元，上涨9.8%，换手率 12.03%，成交量32.35万手，成交金额29.22亿元。 资金流向方面，今日主力资金净流入1.30亿元，占比成交额4.44%。其中，超大单净流入4762.26万元、 占成交额1.63%，大单净流入8201.24万元、占成交额2.81%，中单净流出流出6564.98万元、占成交额 2.25%，小单净流出6398.53万元、占成交额2.19%。 通过天眼查大数据分析，长芯博创科技股份有限公司共对外投资了9家企业，参与招投标项目53次，知 识产权方面有商标信息7条，专利信息49条，此外企业还拥有行政许可6个。 来源：金融界 长芯博创最新一期业绩显示，截至2025一季报，公司营业总收入5.39亿元、同比增长72.13%，归属净利 润8970.20万元，同比增长322652.08%，扣非净利润8662.13万元，同比增长11416.75%，流动比率 3.640、速动比率2.982、资产负债率33.20%。 天眼查商业履历信息显示，长芯博创科技股份有限公司，成立于2003年，位于嘉兴市，是一家以从事互 联网和相 ...

Group 1 - A-shares showed mixed performance on July 29, with active sectors including CRO, optical modules, optical chips, and innovative drugs [1] - The cloud computing 50 ETF (516630) rose over 1%, with leading stocks including Guotou Intelligent (300188), Hengsheng Electronics (600570), Zhongji Xuchuang (300308), Xinyi Sheng (300502), Wanxing Technology (300624), and Yonyou Network (600588) [1] - CITIC Securities reported that by Q2 2025, the market value of public fund holdings in the telecommunications sector reached 101.75 billion yuan, accounting for 3.90%, a record high [1] Group 2 - In Q2 2025, public funds significantly increased their holdings in the optical module/device sector while reducing positions in IDC and telecom operators [2] - The top ten stocks with increased holdings in the telecommunications sector included Xinyi Sheng, Zhongji Xuchuang, Changxin Bochuang, Shijia Photon, and Huace Navigation [2] - The cloud computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as optical modules, computing leasing, data centers, AI servers, and liquid cooling [2]

Group 1 - CPO concept stocks continue to decline, with Tai Chen Guang (300570) dropping over 8% [1] - Changxin Bochuang (300548) fell more than 7% [1] - Shijia Guangzi decreased by over 6% [1] - Other companies such as Xinyi Sheng (300502), Tianfu Communication (300394), and Zhongji Xuchuang (300308) also experienced declines [1]

证券代码：300548 证券简称：长芯博创 公告编号：2025-050 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，并且没有 虚假记载、误导性陈述或重大遗漏。 长芯博创科技股份有限公司（以下简称"公司"）因公司名称变更，现对公司 网址做相应变更，具体如下： | 内容 | 变更前 | 变更后 | | --- | --- | --- | | 公司网址 | www.broadex-tech.com | www.everprox.com | | 除上述变更外，公司办公地址、电话、传真和电子邮箱等其他联系方式均保 | | | | 持不变，敬请广大投资者关注。 | | | 特此公告 长芯博创科技股份有限公司董事会 2025 年 7 月 22 日 长芯博创科技股份有限公司 关于变更公司网址的公告 ...

Core Viewpoint - The legal opinion letter from Beijing Zhonglun Law Firm confirms that Changxin Bochuang Technology Co., Ltd. has completed the necessary approvals and authorizations for the adjustment of the grant price in its 2024 restricted stock incentive plan, in compliance with relevant laws and regulations [1][14]. Summary by Sections Approval and Authorization - The company has fulfilled the required approval and authorization procedures for the grant price adjustment, including passing relevant resolutions at board meetings [7][11]. - The resolutions include the approval of the draft and summary of the 2024 restricted stock incentive plan and the authorization for the board to handle related matters [8][12]. Adjustment Reasons - The adjustment of the grant price is necessitated by corporate actions such as capital reserve transfers, stock dividends, and other equity-related events that occurred between the announcement of the incentive plan and the vesting of the restricted stocks [11][13]. Adjustment Method and Results - The adjusted grant price for the 2024 restricted stock incentive plan is calculated as follows: P = P0 - V, where P0 is the original grant price of 13.21 RMB per share, and V is the dividend of 0.08 RMB per share, resulting in an adjusted price of 13.13 RMB per share [13]. - The adjustment is within the authorized scope and does not require further shareholder approval [12][14]. Information Disclosure Obligations - The company is required to disclose the resolutions from the board and supervisory board meetings regarding the grant price adjustment in a timely manner, in accordance with relevant laws and regulations [14]. - Continuous compliance with information disclosure obligations is necessary as the incentive plan progresses [14].

Core Viewpoint - The company has announced adjustments to the stock option exercise price and the grant price of restricted stock as part of its incentive plans, which were approved by the board and supervisory committee [1][8]. Group 1: 2021 Stock Option Incentive Plan - The board approved the adjustment of the stock option exercise price for the 2021 incentive plan, with the adjusted exercise prices being 20.18 RMB per share for the first grant and 21.02 RMB per share for reserved grants [6][7]. - The adjustments were made following the company's annual equity distribution, where shareholders received 0.8 RMB per 10 shares [6][7]. - The adjustments comply with relevant regulations and have been reviewed and approved by the supervisory committee [8]. Group 2: 2024 Restricted Stock Incentive Plan - The company has also adjusted the grant price for the second category of restricted stock under the 2024 incentive plan, with the adjusted price being 13.13 RMB per share [7]. - The adjustments were made in accordance with the company's annual equity distribution and comply with the relevant regulations [8]. - The supervisory committee has agreed that the adjustments align with the management measures for stock incentives [8]. Group 3: Legal Opinions - Legal opinions from Guohao Law Firm and Zhonglun Law Firm confirm that the adjustments have received the necessary approvals and comply with the Company Law, Securities Law, and relevant regulations [8][9]. - The company has fulfilled its disclosure obligations regarding the adjustments and will continue to comply with ongoing disclosure requirements [8].

证券代码：300548 证券简称：长芯博创 公告编号：2025-049 长芯博创科技股份有限公司 关于调整股票期权行权价格和限制性股票授予价格的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，并且没有 虚假记载、误导性陈述或重大遗漏。 长芯博创科技股份有限公司（以下简称"公司"）第六届董事会第十九次会议 和第六届监事会第十七次会议于 2025 年 7 月 21 日审议通过了《关于调整股票期 权行权价格的议案》和《关于调整限制性股票授予价格的议案》。根据公司 2021 年股票期权激励计划（以下简称"2021 年激励计划"）和 2024 年限制性股票激励 计划（以下简称"2024 年激励计划"）的有关规定，董事会决定对 2021 年激励计 划授予的股票期权行权价格和 2024 年激励计划授予的第二类限制性股票授予价 格进行调整。现将有关调整事项说明如下： 一、2021 年激励计划已履行的相关审批程序 1、2021 年 11 月 3 日，公司第五届董事会第七次会议审议通过了《关于公 司 2021 年股票期权激励计划（草案）及其摘要的议案》、《关于公司 2021 年股票 期权激励计划实施考核管理办法的 ...

关于长芯博创科技股份有限公司 2024 年限制性股票激励计划授予价格调整事项的 法律意见书 二〇二五年七月 北京市中伦律师事务所 北京市中伦律师事务所 关于长芯博创科技股份有限公司 2024 年限制性股票激励计划授予价格调整事项的 法律意见书 致：长芯博创科技股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受长芯博创科技股份有限公 司（以下简称"长芯博创"、"公司"）的委托，担任公司 2024 年限制性股票激励 计划（以下简称"本次激励计划"或"2024 年限制性股票激励计划"）相关事宜 的专项法律顾问。本所律师根据《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》"）、《中华人民共和国律师法》、 《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深圳证券交易所创 业板股票上市规则》（以下简称"《上市规则》"）、《深圳证券交易所创业板上市公 司自律监管指南第 1 号——业务办理》（以下简称"《监管指南第 1 号》"）等有关 法律、法规、规章和规范性文件以及《长芯博创科技股份有限公司章程》（以下 简称"《公司章程》"）和《博创科技股份有限公司 ...