Group 1 - The CPO concept stocks in the A-share market collectively declined on February 11, with significant drops observed in several key stocks [1] - Notable declines included Xinyiseng and Zhili Fang, both falling over 5%, while Zhongji Xuchuang, Liant Technology, and Woge Optoelectronics dropped over 4% [1] - Other stocks such as Hengdongguang and Changxin Bochuang experienced declines exceeding 3% [1] Group 2 - Xinyiseng (300502) saw a decrease of 5.32%, with a total market capitalization of 370 billion and a year-to-date decline of 13.62% [2] - Zhili Fang (301312) decreased by 5.09%, with a market cap of 9.316 billion and a year-to-date increase of 53.85% [2] - Zhongji Xuchuang (300308) fell by 4.99%, with a market cap of 58.66 billion and a year-to-date decline of 13.45% [2] - Liant Technology (301205) dropped by 4.51%, with a market cap of 2.37 billion and a year-to-date increase of 8.52% [2] - Woge Optoelectronics (603773) decreased by 4.46%, with a market cap of 7.937 billion and a year-to-date change of -0.14% [2] - Other notable declines included Changxin Bochuang (300548) down 3.88% with a market cap of 46.3 billion and a year-to-date increase of 11.75% [2]

证券代码：300548 证券简称：长芯博创 公告编号：2026-009 长芯博创科技股份有限公司 关于持股 5%以上股东股份变动触及 1%整数倍的公告 | | 是√ 否□ | | --- | --- | | | ZHU WEI 及其配偶 WANG XIAOHONG 已按照相关规定进行 | | | 了预披露，具体内容详见公司于 年 月 日在巨潮资讯 2026 1 12 | | 本次变动是否为履行已作出 | 网上披露的《长芯博创科技股份有限公司关于持股 5%以上股 | | 的承诺、意向、计划 | 东减持股份预披露公告》（公告编号：2026-001）。 | | | 本次减持数量在已披露减持计划范围内，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 | 是□ 否√ | | 规、部门规章、规范性文件 | 如是，请说明违规的具体情况、整改计划和处理措施。 | | 和本所业务规则等规定的情 | | | 况 | | | 被限制表决权的股份情况 | | | 5. | | | 按照《证券法》第六十三条 | 是□ 否√ | | 的规定， ...

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].

长芯博创涨11.61%，报171.56元/股，股价再创新高，总市值突破500.21亿元，成交额达36.86亿元。 （AI生成） 长芯博创涨11.61%，报171.56元/股，股价再创新高，总市值突破500.21亿元，成交额达36.86亿元。 （AI生成） ...

2月6日，长芯博创大宗交易成交137.56万股，成交额1.82亿元，占当日总成交额的4.19%，成交价132.5元，较市场收盘价 153.71元折价13.8%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-02-06 | 300548 | 长芯博创 | 132.50 | 1.70 | 225.25 机构专用 | 华泰证券股份有限 | | | | | | | | 公司嘉兴纺工路证 | | | | | | | | 券营业部 | | 2026-02-06 | 300548 | 长芯博创 | 132.50 | 1.51 | 200.08 机构专用 | 华泰证券股份有限 | | | | | | | | 公司嘉兴纺工路证 | | | | | | | | 老营业部 | | 2026-02-06 | 300548 | 长芯博创 | 132.50 | 1.70 | 225.25 机构专用 | ...

Core Insights - The establishment of Shanghai M&A Private Equity Fund Phase III with a capital contribution of 830 million RMB [1] Group 1: Fund Details - The fund is managed by Haitong M&A (Shanghai) Private Fund Management Co., Ltd. [1] - The fund's operational scope includes private equity investment, investment management, and asset management activities [1] Group 2: Contributors - The fund is jointly funded by Haitong Kaiyuan Investment Co., Ltd., Haitong M&A (Shanghai) Private Fund Management Co., Ltd., and Changxin Bochuang [1]

Group 1 - Company Jianhui Information plans to acquire 38% equity in Boke Guoxin for RMB 73.71 million, increasing its stake from 32% to 70%, making Boke Guoxin a subsidiary [1] - Company Guangshengtang's innovative drug GST-HG141 for hepatitis B has completed the enrollment of 578 participants in its Phase III clinical trial [2] - Company Hongjing Optoelectronics is establishing a partnership with a target scale of RMB 290 million, contributing RMB 3 million as a limited partner [3] Group 2 - Company Hongchang Technology intends to acquire 21% equity in Liangzhi Joint, which will make it the controlling shareholder with a 51% stake [4] - Company Xiexin Integrated has not yet received any orders in the "space photovoltaic" sector, which remains in the exploratory phase [5] - Company Xianheng International plans to reduce its shareholding by up to 3%, amounting to a maximum of 12.28 million shares [6] Group 3 - Company Furuijia plans to reduce its repurchased shares by up to 2%, totaling 18.93 million shares [7] - Company Tianqimo is planning to issue shares and pay cash to acquire assets, leading to a temporary suspension of its stock [8] - Company Shuangqiang Technology's director plans to reduce his holdings by up to 0.32% [9] Group 4 - Company Bairun plans to adjust the conversion price of its bonds due to stock prices falling below 85% of the conversion price [11] - Company Dongnan Network has won an EPC project worth RMB 994 million [12] - Company Anhui Energy has appointed Xu Wengong as the new general manager following the resignation of Fang Shiqing [13] Group 5 - Company Lijun plans to invest up to USD 3 million to establish subsidiaries in Hong Kong and Peru [14] - Company Zhenghe Ecology has signed a strategic cooperation agreement with the government of Beijing's Miyun District [15] - Company First Venture has elected Guo Chuan as the chairman of its board [16] Group 6 - Company Changxin Bochuang's shareholder has terminated an agreement to transfer 14.5 million shares [17] - Company Hengrui Medicine's HR091506 tablet application has been accepted by the National Medical Products Administration [18] - Company Hengrui Medicine's SHR-1894 injection has received approval for clinical trials [20] Group 7 - Company Longshen Rongfa has obtained a medical device production license [21] - Company Western Securities reported that its new borrowings exceeded 20% of its net assets [22] - Company Rongfa Nuclear Power's subsidiary has won a project worth RMB 101 million [23] Group 8 - Company Taiji Industry's subsidiary has a pre-bid for the Huahong FAB9B project with a bid amount of RMB 3.778 billion [24] - Company Suzhou High-tech plans to increase its investment in a subsidiary by RMB 780 million through a debt-to-equity swap [26] - Company Electric Power Investment's vice president has resigned due to work changes [27] Group 9 - Company Hengwei Technology reported a 30.13% increase in net profit for 2025 [28] - Company Fangsheng Pharmaceutical's subsidiary has received a drug production license [29] - Company Pilin Bio's subsidiary has received a notice for clinical trial acceptance for a hemostatic drug [31] Group 10 - Company Zhongxin Fluorine Material has received approval for a stock issuance to specific investors [32] - Company Shanhe Intelligent expects a total transaction amount with related parties to be RMB 1.197 billion in 2026 [33] - Company Warner Pharmaceutical's partner has completed Phase I clinical trials for a new drug [34]

截至2026年2月4日，ZHU WEI持有公司2087.99万股股份，占公司总股本的7.16%。 长芯博创2月5日公告，因客观条件变化，公司持股5%以上股东ZHU WEI终止向宁波宁聚转让其持有的 公司无限售流通股1450万股，占公司总股本的5.04%。 ...

合伙人信息 9 3 ● 品股权结构 | 序号 | | 合伙人名称 | 出资比例÷ | 认缴出资额 | | --- | --- | --- | --- | --- | | 1 | | 海通并购（上海） 秋募基金管理有限公司 | | | | 2 | 浦道 STIV | F、2022年1月22日 18 | | | | 3 | 发 | 武汉市长飞资本管理有限责任公司 品 | | | | 4 | + 澳 | 泰州海陵城市发展集团有限公司 品 国有独资 | | | | 5 | + ਤੇ | 长芯博创科技股份有限公司 品 | | | | | | A股(正常上市) 股权质押 | | | | ნ | + $ | 华能音城信托有限公司 品 | | | | | | 国有控股 股权融资 | | | | 7 | + (1) 21 CHFTAL | 海通开元投资有限公司 品 | | | | 8 | 益流 能源 | 下座祭演劇演（集図） 卓限公司 宮 | | | | 9 | 論流 立体 | 明 回公所就提醒史 | | | | 自公司 | 都在用的 商业查询 工具 | 音老板 商关系 查风险 | | | | --- | --- | --- ...

每经AI快讯，2月5日，长芯博创(300548.SZ)公告称，公司持股5%以上股东ZHU WEI与宁波宁聚资产管 理中心（有限合伙）签署的《股份转让协议》已解除，双方不再基于原协议享有任何权利或承担任何义 务。此次解除协议不会导致公司控制权变化，不会对公司治理结构及持续经营产生影响。 （文章来源：每日经济新闻） ...