证券代码：300548 证券简称：长芯博创 公告编号：2025-048 长芯博创科技股份有限公司 第六届监事会第十七次会议决议公告 本公司及监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。 表决结果：同意 3 票，反对 0 票，弃权 0 票 经审议，监事会认为，公司本次对 2021 年股票期权激励计划授予的股票期 权行权价格的调整符合上市公司股权激励管理办法和 2021 年股票期权激励计划 等相关规定，监事会同意公司对 2021 年股票期权激励计划授予的股票期权行权 价格进行调整。 具体内容详见公司在巨潮资讯网(http://www.cninfo.com.cn)同日披露的《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》。 2、审议通过《关于调整限制性股票授予价格的议案》 表决结果：同意 3 票，反对 0 票，弃权 0 票 经审议，监事会认为，公司本次对 2024 年限制性股票激励计划授予的第二 类限制性股票授予价格的调整符合上市公司股权激励管理办法和 2024 年限制性 股票激励计划等相关规定，监事会同意公司对 2024 年限制性股 ...

Core Viewpoint - The article highlights the active cash dividend distribution by listed companies in the context of regulatory encouragement, with a total of 3,679 companies proposing distribution plans for the 2024 fiscal year, including cash dividends totaling 1.64 trillion yuan [1][2]. Group 1: Dividend Distribution - A total of 3,674 companies included cash dividends in their 2024 distribution plans, with a cumulative cash payout of 1.64 trillion yuan [1]. - There are 346 companies that included stock transfers in their distribution plans for 2024 [1]. - The article emphasizes two important dates for investors focused on dividends: the ex-dividend date and the record date, with 3,398 companies having already implemented their distribution plans [1]. Group 2: Companies with Dividend Plans - Among the 13 companies with record dates today, 9 companies have a cash dividend of 1 yuan (after tax) or more per 10 shares, with Weike Technology offering the highest at 6.00 yuan per 10 shares [1][2]. - The companies listed for dividend distribution include: - Weike Technology: 6.00 yuan per 10 shares, latest closing price 83.66 yuan, 5-day increase 30.35% [2]. - Zhejiang Medicine: 3.70 yuan per 10 shares, latest closing price 15.51 yuan, 5-day increase 1.31% [2]. - Hangzhou Bank: 2.80 yuan per 10 shares, latest closing price 16.85 yuan, 5-day decrease 2.94% [2].

Group 1 - Data centers are experiencing significant activity in the market, with Weichai Heavy Machinery (000880) hitting the daily limit and reaching a historical high in stock price [1] - Hongbo Shares (002229) also surged to the daily limit, indicating strong investor interest [1] - Other companies such as Changxin Bochuang (300548), Deguang Technology (002730), and Zhongheng Electric (002364) followed suit with notable increases in their stock prices [1] Group 2 - The AI wave is becoming increasingly prominent, prompting discussions on how ordinary individuals can participate in the technological advancements [1]

证券代码：300548 证券简称：长芯博创 公告编号：2025-046 注： 1、本公告中合计数与各明细数相加之和在尾数上如有差异，为四舍五入原因所致。 长芯博创科技股份有限公司 关于特定股东股份减持完成的公告 公司特定股东丁勇及其配偶JIANG RONGZHI（江蓉芝）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。 长芯博创科技股份有限公司（以下简称"公司"）于2025年6月6日在巨潮资讯 网（http://www.cninfo.com.cn）披露了《博创科技股份有限公司关于特定股东减 持股份预披露公告》（公告编号：2025-033），公司股东丁勇及其配偶JIANG RONGZHI计划自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和大 宗交易方式减持公司股份不超过5,600,000股（占公司总股本的1.94%）。 公司于近日收到公司股东丁勇及其配偶 JIANG RONGZHI 出具的《关于股 份减持计划实施完成的告知函》，丁勇本次减持计划已实施完成，其配偶 JIANG RONGZHI 本次未减 ...

证券代码：300548 证券简称：长芯博创 公告编号：2025-045 长芯博创科技股份有限公司 2024 年年度权益分派实施公告 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。 长芯博创科技股份公司（以下简称"公司"）2024 年年度权益分派方案已 获 2025 年 5 月 28 日召开的 2024 年年度股东大会审议通过。现将权益分派事宜 公告如下： 一、股东大会审议通过权益分派方案的情况 1、公司 2024 年年度权益分派方案已在 2025 年 5 月 28 日召开的 2024 年年 度股东大会上审议通过，具体内容为：以实施利润分配方案时股权登记日剔除 回购股份后的总股本为基数，每 10 股派发现金红利 0.80 元（含税），剩余未 分配利润结转下一年度，本年度不送红股，不以资本公积金转增股本。若在利 润分配方案实施前公司总股本发生变动的，公司将按照分配比例不变的原则对 总额进行调整。 2、自分配方案披露至实施期间，因公司 2021 年股票期权激励计划为自主行 权，公司总股本根据每日行权情况而变动。同时，公司完成了 2024 年限制性股 票激励计划首 ...

度股东大会上审议通过，具体内容为：以实施利润分配方案时股权登记日剔除 回购股份后的总股本为基数，每 10 股派发现金红利 0.80 元（含税），剩余未 分配利润结转下一年度，本年度不送红股，不以资本公积金转增股本。若在利 润分配方案实施前公司总股本发生变动的，公司将按照分配比例不变的原则对 总额进行调整。 权，公司总股本根据每日行权情况而变动。同时，公司完成了 2024 年限制性股 票激励计划首次授予部分第一个归属期共计 1,852,000 股的股票归属工作，其中 股票来源为二级市场回购的 A 股普通股股票为 1,312,800 股，向激励对象定向发 行的公司人民币 A 股普通股股票为 539,200 股。因此，公司回购专用证券账户股 份数量由 1,312,800 股变更为 0 股，公司总股本增加 539,200 股。截至本公告披 露日，公司总股本为 291,100,478 股。 证券代码：300548 证券简称：长芯博创 公告编号：2025-045 长芯博创科技股份有限公司 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。 长芯博创科技股份公司（以下简称" ...

Group 1: Market Overview - US stock markets rose, with the Dow Jones up 0.43%, Nasdaq up 0.09%, and S&P 500 up 0.27%. Notable stock movements included Tesla rising 4.73% and Nvidia up 0.75% [1] - The Shanghai Composite Index reached a new high, boosting market confidence and potentially attracting more capital into the market, with expectations of a continued upward trend [3] Group 2: Industry Insights - The ice-making industry in Henan is experiencing a surge in demand due to high temperatures, with some factories producing nearly 300 tons of ice daily, leading to a doubling of sales. The market for ice products is projected to exceed 63 billion yuan by 2026 [4] - Coal futures saw a significant increase, with coking coal rising 3.98% and coking coal up 3.44%. The demand for coal is expected to rise due to seasonal factors and policy changes aimed at reducing excess production capacity [5] - JD.com is entering the short drama market, indicating a strategic focus on this growing sector, with competitive salaries offered to attract top talent [5][6] - The micro-short drama market in China is projected to reach 505 billion yuan by 2024, surpassing annual box office revenues for films, with a compound annual growth rate of 19.2% expected [6] Group 3: Company Announcements - Baosteel plans to adjust the price of rare earth concentrate for Q3 2025 to 19,109 yuan per ton [9] - Guosheng Financial Holdings expects a net profit of 150 million to 220 million yuan for the first half of the year, a year-on-year increase of 236.85% to 394.05% [9] - The expected net profit for Sailyus in the first half of the year is between 2.7 billion to 3.2 billion yuan, reflecting a significant year-on-year increase of 66.20% to 96.98% [9] - WuXi AppTec anticipates an adjusted net profit of approximately 6.315 billion yuan for the first half of the year, a year-on-year increase of about 44.43% [9] Group 4: Emerging Technologies - Chengdu Hanhai Fusion Energy is set to witness a milestone event on July 18, marking the completion of China's first linear fusion device, HHMAX-901, which signifies a major breakthrough in the commercialization of controlled nuclear fusion [8]

证券代码：300548 证券简称：长芯博创 公告编号：2025-044 长芯博创科技股份有限公司 关于特定股东股份减持完成的公告 公司特定股东东方通信股份有限公司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。 长芯博创科技股份有限公司（以下简称"公司"）于2025年6月6日在巨潮资讯 网（http://www.cninfo.com.cn）披露了《博创科技股份有限公司关于特定股东减 持股份预披露公告》（公告编号：2025-033），公司股东东方通信股份有限公司 （以下简称"东方通信"）计划自预披露公告之日起十五个交易日后的三个月内 以集中竞价或大宗交易方式减持公司股份不超过1,710,000股（占公司总股本的 0.59%）。 公司于近日收到公司股东东方通信出具的《关于股份减持计划实施完成的告 知函》，其本次减持计划已实施完成。现将具体情况公告如下： 一、股份减持计划的实施情况 （一）减持股份情况 | 股东名称 | 减持方式 | 减持时间 | 减持均价 | 减持股数 | 占总股本比例 | | --- | ...

Group 1 - Sannuo Group expects a net loss of 100 million to 120 million yuan for the first half of 2025, a significant decline from a profit of 7.4 million yuan in the same period last year [1] - The company anticipates a net loss of 77 million to 95 million yuan after excluding non-recurring gains and losses [1] - Basic earnings per share are projected to be a loss of 0.2148 to 0.2578 yuan per share [1] Group 2 - Landai Technology is planning to transfer 18% of its shares, which may lead to a change in control [2] - The stock of Landai Technology has been suspended from trading since July 8, 2025, with an expected suspension period of no more than two trading days [2] Group 3 - Xinxin Co. announced that a senior executive plans to reduce their holdings by up to 750,000 shares, representing no more than 0.2971% of the total share capital [3] - The reason for the reduction is personal financial needs [3] Group 4 - Biyimi plans to reduce its shares by a total of up to 3% by two shareholders, with one shareholder planning to reduce up to 139.68 million shares (2.00%) and the other up to 69.84 million shares (1.00%) [4] - The reason for the reduction is also personal financial needs [4] Group 5 - Changxin Bochuang announced that shareholders plan to reduce their holdings by up to 2.95%, totaling 8.6 million shares [6] - The reason for the reduction is personal financial needs [6] Group 6 - Tianci Materials plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] Group 7 - Sanxiang Impression announced the termination of a previous equity transfer agreement, following a request from its controlling shareholder [10] Group 8 - Zhongke Technology has decided to terminate its plan to issue shares for asset acquisition and related fundraising due to changes in market conditions [12] Group 9 - Hangcha Group's subsidiary plans to acquire 99.23% of Guozu Robot's shares through capital increase [14] Group 10 - Xishan Technology plans to increase its holdings in the company by no less than 5 million and no more than 10 million yuan [19] Group 11 - New Hope reported sales of 1.33 million pigs in June, a year-on-year increase of 3.38% [21] - The sales revenue was 1.871 billion yuan, a year-on-year decrease of 19.14% [21] Group 12 - Auhua Endoscope announced that two shareholders plan to reduce their holdings by up to 1.92% [18] Group 13 - Star Source Material has submitted an application for H-share issuance and listing [18] Group 14 - Yilian Technology plans to invest 20 million yuan to establish a partnership with professional institutions [30]

Investment Rating - The industry investment rating is optimistic (maintained) [1] Core Insights - The report highlights that copper interconnect technology has become a key factor in enhancing data center performance, with a growing market share due to its low cost and low power consumption advantages in short-distance connections [4][13] - The demand for high-speed copper cables is significantly driven by the AI boom, particularly with the increasing computational needs of data centers and the adoption of NVIDIA's GB200 solutions [22][41] - The report emphasizes the rapid growth of the AEC (Active Electrical Cable) sector, which is expected to achieve a compound annual growth rate (CAGR) of 45% from 2023 to 2028, indicating a robust market opportunity [26][84] Summary by Sections Section 1: Copper Interconnect Technology - Copper interconnect technology is crucial for improving data center performance, with various connection solutions available [13] - The report discusses the advantages of copper cables over fiber optics in specific applications, particularly in short-distance connections within data centers [17][18] Section 2: AI and Copper Cable Demand - The rise of generative AI models like ChatGPT has led to an exponential increase in computational power requirements, driving demand for copper interconnect solutions [22][29] - NVIDIA's GB200 architecture utilizes copper interconnects extensively, enhancing performance and reducing power consumption compared to previous solutions [41][50] Section 3: Data Center Growth and Copper Demand - Global data center energy consumption is projected to rise significantly, with copper interconnects offering low power consumption advantages [60][67] - The report notes that the increasing operational costs of data centers necessitate efficient transmission solutions, where copper interconnects provide a cost-effective alternative [63][67] Section 4: High-Speed Copper Cable Market - The high-speed copper cable market is characterized by strong internal and external demand, with diverse application scenarios [75][76] - The AEC supply chain is detailed, highlighting the importance of upstream components like chips and cables, and the involvement of major players in the industry [88][89] Section 5: Investment Recommendations - The report suggests focusing on leading companies in the copper cable connector industry, including Huafeng Technology, Ruikeda, and Lixun Precision, among others, which are well-positioned to benefit from the growing demand [6][75]