Group 1 - The optical fiber concept index rose by 0.74%, ranking 7th among concept sectors, with 33 stocks increasing in value, including Hangzhou Dianzi, FiberHome, and Hengtong Optic-Electric reaching the daily limit [1] - Notable gainers in the optical fiber sector included Guangku Technology, Zhongtian Technology, and Changxin Bochuang, which rose by 15.00%, 6.97%, and 6.54% respectively [1] - The largest declines were seen in Yongding Co., Yunnan Zhiyuan, and Chihong Zn & Ge, which fell by 8.20%, 4.43%, and 4.00% respectively [1] Group 2 - The optical fiber sector experienced a net inflow of 2.584 billion yuan, with 29 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2] - Hengtong Optic-Electric led the net inflow with 1.172 billion yuan, followed by FiberHome, Zhongtian Technology, and Changxin Bochuang with net inflows of 1.012 billion yuan, 786 million yuan, and 356 million yuan respectively [2] - The net inflow ratios for Hengtong Optic-Electric, FiberHome, and Zhongbei Communication were 28.24%, 23.63%, and 13.96% respectively [3] Group 3 - The optical fiber sector's performance was highlighted by significant trading volumes, with Hengtong Optic-Electric and FiberHome showing high turnover rates of 7.74% and 13.00% respectively [3] - Other notable stocks included Guangku Technology with a 15.00% increase and a turnover rate of 17.50%, indicating strong investor interest [3] - The overall market sentiment for the optical fiber sector appears positive, as evidenced by the substantial net inflows and stock performance [2][3]

Group 1 - The copper cable high-speed connection concept increased by 2.18%, ranking third among concept sectors, with 32 stocks rising, including HuiLv Ecology and LuXiao Technology hitting the daily limit [1][2] - Leading stocks in the sector included ChangYing Precision, ShengLan Co., and YiDong Electronics, which rose by 12.44%, 12.07%, and 8.21% respectively [1][2] - The sector experienced a net outflow of 275 million yuan from main funds, with 24 stocks seeing net inflows, and 7 stocks receiving over 50 million yuan in net inflows [2][3] Group 2 - LuXiao Technology had the highest net inflow of main funds at 427 million yuan, followed by ChangXin BoChuang and WoEr Nuclear Materials with net inflows of 276 million yuan and 170 million yuan respectively [2][3] - The net inflow ratios for LuXiao Technology, HuiLv Ecology, and ZhongHang Optoelectronics were 41.74%, 15.87%, and 10.17% respectively [3] - Stocks with significant increases included ChangYing Precision and ShengLan Co., which had turnover rates of 18.89% and 17.90% respectively [4]

Core Viewpoint - Longxin Bochuang has shown significant stock performance with a year-to-date increase of 157.31%, indicating strong market interest and potential growth in the optical communication sector [1][2]. Company Overview - Longxin Bochuang Technology Co., Ltd. is located in Jiaxing, Zhejiang Province, established on July 8, 2003, and listed on October 12, 2016. The company specializes in the research, production, and sales of integrated optoelectronic devices in the optical communication field [1]. - The main business revenue composition includes 81.36% from data communication, consumer and industrial interconnection markets, 18.46% from the telecommunications market, and 0.18% from other sources [1]. Financial Performance - For the first half of 2025, Longxin Bochuang achieved operating revenue of 1.2 billion yuan, a year-on-year increase of 59.54%, and a net profit attributable to shareholders of 168 million yuan, reflecting a substantial year-on-year growth of 1121.21% [2]. - Cumulative cash dividends since the A-share listing amount to 219 million yuan, with 104 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 13.81% to 42,500, while the average circulating shares per person increased by 16.83% to 6,331 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited as the fifth-largest shareholder, increasing its stake by 2.06 million shares, and new entries from two funds, indicating growing institutional interest [3].

Group 1 - The company Changxin Bochuang (300548) announced a change in its investor relations management by updating its email address to stock@everprox.com [1]

法律意见书 二〇二五年九月 北京市中伦律师事务所 关于长芯博创科技股份有限公司 2025 年第三次临时股东会的 北京市中伦律师事务所关于长芯博创科技股份有限公司 2025 年第三次临时股东会的法律意见书 北京市中伦律师事务所 关于长芯博创科技股份有限公司 2025 年第三次临时股东会的 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"）作为长芯博创科技股份有限公 司（以下简称"公司"）的法律顾问，受公司委托，指派本所律师出席公司 2025 年第三次临时股东会（以下简称"本次股东会"），对本次股东会的相关事项进行 见证并出具法律意见。 本所及本所律师依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则（试行）》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格 履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保 证本法律意见书所认定的事实真实、准确、完整，所发表的结论性意见合法、准 确，不存在虚假记载、误导性陈述或者重大遗漏，并承担相应法律责任。 本法律意见书根据《中华人民 ...

关于长芯博创科技股份有限公司 2025 年半年度持续督导跟踪报告 国泰海通证券股份有限公司 | 保荐机构名称：国泰海通证券股份有限公司 | 被保荐公司简称：长芯博创 | | --- | --- | | 保荐代表人姓名：江煌 | 联系电话：021-23180000 | | 保荐代表人姓名：彭成浩 | 联系电话：021-23187737 | 一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 次 0 | | 2、督导公司建立健全并有效执行规章制度的情 | | | 况 | | | （1）是否督导公司建立健全规章制度（包括但 | | | 不限于防止关联方占用公司资源的制度、募集 | 是 | | 资金管理制度、内控制度、内部审计制度、关 | | | 联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3、募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月 次 1 | | （2）公司募集资金项目进展是否与信息披露文 ...

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"）根据实际经营管理需要，为 进一步做好投资者关系管理工作，即日起启用新的电子邮箱，具体变更情况如下： | 变更前 | 变更后 | | --- | --- | | stock@broadex-tech.com | stock@everprox.com | 除上述变更外，公司办公地址、公司网站、邮政编码、投资者热线等其他联 系方式保持不变。 证券代码：300548 证券简称：长芯博创 公告编号：2025-066 长芯博创科技股份有限公司 关于公司电子邮箱变更的公告 电子邮箱：stock@everprox.com 邮政编码：314006 联系地址：浙江省嘉兴市南湖区亚太路 306 号 上述变更自本公告披露之日起正式启用，敬请广大投资者注意。 特此公告 长芯博创科技股份有限公司董事会 2025 年 9 月 16 日 公司的主要联系信息如下： 公司网站：http://www.everprox.com 投资者热线：0573-82585880 ...

证券代码：300548 证券简称：长芯博创 公告编号：2025-065 2025 年第三次临时股东会决议公告 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 特别提示： 1、本次股东会没有出现否决议案的情形。 2、本次股东会不涉及变更以往股东会决议的情形。 一、会议召开和出席情况 1、会议召开时间 （1）现场会议时间：2025 年 9 月 16 日（星期二）下午 14:30 （2）网络投票时间：2025 年 9 月 16 日 其中通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 16 日上午 9:15-9:25、9:30-11:30 以及下午 13:00-15:00，通过深圳证券交易所互联网 投票系统投票的时间为 2025 年 9 月 16 日上午 9:15 至下午 15:00。 2、现场会议召开地点：浙江省嘉兴市南湖区亚太路 306 号 3、会议召集人：公司董事会 4、会议主持人：公司董事长庄丹先生 5、表决方式：现场投票和网络投票相结合的方式 本次会议的召开符合相关法律、法规和公司章程的规定。 6、出席的总 ...

Investment Rating - The report recommends a focus on companies involved in OCS systems, particularly those producing OCS machines and core components, with specific recommendations for 中际旭创, 光库科技, and 腾景科技 [3][34][35]. Core Insights - The OCS (Optical Circuit Switches) technology is highlighted as a key advancement in the optical networking industry, providing high bandwidth, low power consumption, and low latency, which are essential for modern data centers [11][14][34]. - The report emphasizes the increasing participation of major industry players in the OCS market, indicating a clearer development path for OCS technology and a potential acceleration in the performance realization of companies within the OCS supply chain [3][34]. Summary by Sections OCS Solutions at the Expo - The 26th China International Optoelectronic Exposition showcased various OCS solutions, with significant participation from over 3,800 exhibitors from more than 30 countries [10]. - Coherent presented two digital liquid crystal OCS solutions, featuring a 300-port and a 64-port model, both designed for high reliability and low power consumption [19][20]. - 光库科技 demonstrated a MEMS OCS solution capable of supporting 640 or 320 LC ports, already deployed in over 750,000 fiber optic connectors globally [25][26]. - 凌云光 and Polatis are leading the promotion of direct beam steering OCS technology, utilizing piezoelectric ceramics for precise light routing [27][31]. Investment Recommendations - The report suggests focusing on companies involved in OCS machines, such as 中际旭创, 德科立, 光库科技, and 凌云光, as well as core component manufacturers like 腾景科技 and 赛微电子 [3][34][35]. - The ongoing acceleration in global computing infrastructure and interconnect bandwidth is expected to enhance the performance realization of companies in the OCS supply chain [34]. Company Profit Forecasts and Valuation - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for key companies, with 中际旭创 projected to have an EPS of 8.58 in 2025 and a PE of 48, while 光库科技 is expected to have an EPS of 0.43 and a PE of 237 [4][35].

Core Viewpoint - Longxin Bochuang's stock price has shown significant growth this year, with a year-to-date increase of 149.21%, indicating strong market interest and performance in the optical communication sector [2]. Financial Performance - For the first half of 2025, Longxin Bochuang achieved operating revenue of 1.2 billion yuan, representing a year-on-year growth of 59.54%. The net profit attributable to shareholders reached 168 million yuan, with a remarkable year-on-year increase of 1121.21% [2]. - Cumulative cash dividends since the company's A-share listing amount to 219 million yuan, with 104 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 16, Longxin Bochuang's stock price was 115.46 yuan per share, with a market capitalization of 33.611 billion yuan. The stock experienced a decline of 2.03% during the trading session [1]. - The stock has been active in the market, appearing on the "Dragon and Tiger List" twice this year, with the most recent appearance on August 27 [2]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 13.81% to 42,500, while the average number of circulating shares per person increased by 16.83% to 6,331 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the fifth-largest shareholder, increasing its stake by 205.56 million shares, and new entries from two funds [3].