签署日期：2025 年 8 月 13 日 1 上市地点：深圳证券交易所 股票简称：长芯博创 股票代码：300548 长芯博创科技股份有限公司 简式权益变动报告书 上市公司名称：长芯博创科技股份有限公司 信息披露义务人：ZHU WEI（朱伟）、WANG XIAOHONG（王晓虹） 住所及通讯地址：上海市青浦区****** 股份变动性质：股份减少 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《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》 及相关法律、法规和规范性文件编写。 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。 三、依据证券法、收购管理办法的规定，本报告书已全面披露信息披露义务 人在长芯博创科技股份有限公司拥有权益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的信息外，本信息披露义务人 没有通过任何其他方式增加或减少其在长芯博创科技股份有限公司中拥有权益 的股份。 五、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权其他任何人提供未在本报告书中列载的信息和对本报告书做出 任何解释或者说 ...

证券代码：300548 证券简称：长芯博创 公告编号：2025-052 暨披露简式权益变动报告书的提示性公告 公司持股5%以上股东ZHU WEI（朱伟）先生及其配偶WANG XIAOHONG （王晓虹）女士向本公司保证提供的信息内容真实、准确和完整，并且没有虚假 记载、误导性陈述或重大遗漏。 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、本次权益变动为履行 2025 年 7 月 7 日在巨潮资讯网披露的减持股份计划， 不触及要约收购。 2、本次权益变动不涉及公司控股股东及实际控制人，不会导致公司控股股 东及实际控制人发生变更，不会影响公司的治理结构和持续经营。 3、本次权益变动后，公司股东 ZHU WEI 及其配偶 WANG XIAOHONG 合 计持有公司股份数量为 29,110,658 股，占公司总股本的 9.99998%，仍为持有公 司 5%以上股份的股东，权益变动后的合计持股比例触及 1%及 5%整数倍。 长芯博创科技股份有限公司（以下简称"公司"）于近日收到公司股东 ZHU WEI 及其配偶 WANG XIAOHONG 出具的《关于减持股份权益变动比例触及 1% ...

Market Overview - On August 13, the communication equipment sector rose by 6.06% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 79.30, up 20.01% with a trading volume of 281,600 shares and a transaction value of 2.204 billion [1] - Xinyi Technology (300502) closed at 236.56, up 15.45% with a trading volume of 601,100 shares and a transaction value of 13.529 billion [1] - Dingtong Technology (688668) closed at 115.36, up 13.10% with a trading volume of 111,200 shares [1] - Other notable gainers include Zhongji Xuchuang (300308) up 11.66%, Jiexun Feihong (300213) up 10.79%, and Tefa Information (000070) up 10.02% [1] Market Capital Flow - The communication equipment sector saw a net inflow of 2.48 billion from institutional investors, while retail investors experienced a net outflow of 6.38 billion [2] - The top stocks by net inflow from institutional investors include Tianfu Communication (300394) with a net inflow of 619 million, and ZTE Corporation (000063) with a net inflow of 313 million [3] Underperformers in Communication Equipment Sector - Dayhai Intelligent (002313) closed at 12.81, down 5.67% with a trading volume of 907,500 shares and a transaction value of 1.187 billion [2] - ST Gaohong (000851) closed at 1.90, down 5.00% with a trading volume of 13,900 shares [2] - Other underperformers include Cheng Tian Wei Ye (300689) down 4.73% and ST Lu Tong (300555) down 1.67% [2]

AI 产业深度：光铜并进，业绩高增 20250807 摘要 博创科技通过收购长鑫盛，显著增强了其在消费级 AOC 和 MPO 综合布 线领域的实力，客户包括 Meta、谷歌、字节跳动等行业巨头，巩固了 其市场地位。 长鑫盛在消费级 AOC 市场已处于国内领先地位，通过收购德国芯片公司 Cityline，降低了 LC 芯片成本，提高了供应链效率，从而保持了消费级 AOC 业务的稳定增长和盈利能力。 MPO 综合布线业务是博创科技业绩增长的重要驱动力，其高密度和灵活 性满足了现代数据中心大规模组网需求，公司还提供定制化结构化布线 方案，以满足不同云厂商的需求。 长鑫盛通过自主生产 MPO 连接器并直接交付给云厂商（如谷歌），避 免了中间商赚差价，提高了利润率，尤其是在海外市场，预安装模式使 其谷歌业务毛利率高达 60%，净利率 40%。 长鑫盛的财务表现显著提升，2024 年上半年净利率达到 18%，下半年 提升至 23%-26%，主要得益于谷歌业务收入的大幅增加，预计 2025 年来自谷歌的收入将达到 14 亿元，占总收入的 40%。 Q&A 长信博创的核心业务和发展历程是怎样的？ 长信博创的核心业务主要分为光 ...

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the five-day moving average, with a gain of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Performance - A total of 1,063 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Nanjing Julong (10.11%) - Changxin Bochuang (8.01%) - Dazhu CNC (7.93%) [1] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Allwinner Technology - Jinshiyuan - Yinlun Shares [1] Top Performing Stocks - The top stocks that broke through the five-day moving average and their respective performance metrics are: - Nanjing Julong: 11.60% increase, 23.45% turnover rate, latest price 36.76 yuan [1] - Changxin Bochuang: 13.44% increase, 14.23% turnover rate, latest price 95.40 yuan [1] - Dazhu CNC: 11.05% increase, 20.73% turnover rate, latest price 81.20 yuan [1]

Group 1 - Copper cable stocks continued to strengthen in the afternoon, with Changxin Bochuang rising over 16%, reaching a historical high [2] - Yidong Electronics increased by over 10%, indicating strong market performance [2] - Other companies such as Xinke Materials, Taicheng Light, Zhaolong Interconnect, Changfei Fiber, and Huamai Technology also experienced gains [2]

Core Viewpoint - The recent surge in capital expenditure by major overseas tech companies indicates a robust long-term outlook for global computing infrastructure, particularly in AI and related sectors [1][2]. Group 1: Market Performance - A-shares opened higher and showed mixed performance with strong sectors including photolithography machines, satellite internet, consumer electronics, and 6G, while AI concepts like DeepSeek experienced a pullback [1]. - The AI-focused ETF, Huaxia (159381), saw a net inflow of 35.74 million yuan over the past 10 trading days, indicating strong investor interest [1]. Group 2: Capital Expenditure Trends - Major tech companies such as Google, Meta, Microsoft, and Amazon have collectively raised their capital expenditure plans for 2025 to meet increasing customer demand, with Amazon's quarterly capital expenditure soaring by 90% year-on-year [1]. - This investment trend is primarily directed towards AI data center expansions, large model training computing power reserves, and upgrades to cloud service infrastructure [1]. Group 3: ETF Details - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a scale exceeding 6 billion yuan, focusing on key players in the AI computing hardware and 6G industry [2]. - The Huaxia AI ETF (159381) tracks the ChiNext AI Index, with a weight of over 41% in photonic modules and a management fee rate of 0.15%, making it one of the lowest in its category [2]. - The AI ETF (515070) selects stocks from the main board, ChiNext, and STAR Market, providing a comprehensive investment approach to the AI sector [2].

Group 1 - The stock price of Changxin Bochuang closed at 86.28 yuan on July 31, 2025, down by 4.73 yuan, a decrease of 5.20% from the previous trading day [1] - The stock opened at 93.05 yuan, reached a high of 94.76 yuan, and a low of 85.40 yuan, with an overall trading range of 10.28% [1] - The trading volume was 341,100 hands, with a total transaction amount of 3.047 billion yuan [1] Group 2 - Changxin Bochuang's main business is communication equipment manufacturing, with key products including optical communication modules [1] - The company is part of concept sectors such as copper cable high-speed connections and CPO concepts [1] - On the afternoon of July 31, the PCB concept sector declined overall, leading to a drop in Changxin Bochuang's stock price [1] Group 3 - On the same day, the net outflow of main funds was 67.5129 million yuan, accounting for 0.29% of the circulating market value [1]

证券代码：300548 证券简称：长芯博创 公告编号：2025-051 长芯博创科技股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 条件股份 24,874,168 8.70% 0 0.00% 4.承诺、计划等履行情况 本次变动是否为履行已 作出的承诺、意向、计 划 是√ 否□ ZHU WEI 先生及其配偶 WANG XIAOHONG 女士已按照相关规 定进行了预披露，具体内容详见公司于 2023 年 7 月 21 日和 2025 年 7 月 7 日分别在巨潮资讯网上披露的《博创科技股份有限公司 关于持股 5%以上股东及其配偶减持计划预披露公告》（公告编 号：2023-052）和《长芯博创科技股份有限公司关于持股 5%以 上股东减持股份预披露公告》（公告编号：2025-043）。 本次减持数量在已披露减持计划范围内，ZHU WEI 先生及其配 偶 WANG XIAOHONG 女士 2023 年披露的减持计划已实施完 成，2025 年披露的减持计划尚在实施中。 本次变动是否存在违反 《证券法》、《上市公 司收购管理办法》等法 律、行政法规、部门规 章、规范性文件和本所 业务规则等规定的情况 是 ...

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]