Group 1 - The core point of the article is the establishment of a new subsidiary by Changxin Bochuang Technology Co., Ltd., which focuses on the sales of optoelectronic devices and related products [1] - The newly established subsidiary has a registered capital of 50 million yuan [1] - The business scope of the subsidiary includes sales of broadcasting and television transmission equipment, electronic products, optoelectronic devices, and optical communication equipment [1]

Group 1 - The stock price of Changxin Bochuang as of August 14, 2025, is 90.88 yuan, down 6.59 yuan from the previous trading day's closing price, representing a decline of 6.76% [1] - The opening price for the day was 96.08 yuan, with a highest price of 96.90 yuan and a lowest price of 90.66 yuan, resulting in a trading volume of 227,955 hands and a transaction amount of 2.118 billion yuan [1] - Changxin Bochuang operates in the communication equipment sector, focusing on the research, production, and sales of optical communication modules, primarily used in data centers, 5G communication, and cloud computing [1] Group 2 - As of the end of the second quarter, Yongying Technology Smart Selection A Fund included Changxin Bochuang among its top ten holdings, achieving a year-to-date return of 119.80% [1] - The fund also holds shares in industry peers such as Xinyi Sheng, Zhongji Xuchuang, and Tianfu Communication [1] - On August 14, 2025, the net outflow of main funds was 285.59 million yuan, accounting for 1.17% of the circulating market value, while the net inflow over the past five days was 109.90 million yuan, representing 0.45% of the circulating market value [1]

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]

Group 1 - The copper cable high-speed connection concept has shown strong fluctuations, with notable stock performances observed on August 13 [1] - Jin Tian Co., Ltd. reached the daily limit increase, while Shenglan Co., Ltd. and Dingdao Technology both rose over 10% [1] - Other companies such as Bo Wei Alloy and Changxin Bochuang also experienced significant gains, indicating a positive trend in the sector [1] Group 2 - The stock performance data shows Shenglan Co., Ltd. with a rise of 12.28% and Dingdao Technology with an increase of 11.05% [2] - Bo Wei Alloy and other companies like Xin Ya Electronics and Changxin Bochuang also reported gains, with increases around 10% [2] - The overall market sentiment appears to be favorable for companies involved in the copper cable high-speed connection sector [2]

注：统计区间为2025.1.1-2025.8.12，创业板人工智能指数基日为2018.12.28，发布日期为2024.7.11。创 业板人工智能指数2020-2024年年度涨跌幅分别为：20.1%、17.57%、-34.52%、47.83%、38.44%，指数 成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。 把握算力+应用核心机会，建议重点关注全市场首只的创业板人工智能ETF华宝（159363）及场外联接 （A类023407、C类023408），标的指数约七成仓位布局算力，三成仓位布局AI应用，高效地捕捉AI主 题行情，并且重点布局光模块龙头"易中天"，兼顾IDC算力租赁、云计算等热门赛道。 13日早盘，资金拥抱AI牛市，光模块等AI硬件端持续逼空，光模块含量超41%的创业板人工智能继续上 涨创新高！截至发稿，新易盛大涨超14%再创上市新高，中际旭创、天孚通信猛涨超5%，光库科技斩 获两个20CM涨停，首都在线、长芯博创、太辰光、联特科技、铜牛信息等多股跟涨超3%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅持续扩大 超5%，大幅领跑 ...

8月12日，长芯博创大宗交易成交56.28万股，成交额4130.95万元，占当日总成交额的2.35%，成交价 73.4元，较市场收盘价92.58元折价20.72%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交会额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-12 | 300548 | 长芯博创 | 73.40 | 2.80 | 205.52 | 东方财富证券股份 | 华泰证券股份有限 | | | | | | | | 有限公司拉萨东环 | 公司嘉兴纺工路证 | | | | | | | | 路第二证券营业部 | 券营业部 | | 2025-08-12 | 300548 | 长芯博创 | 73.40 | 2.80 | 205.52 机构专用 | | 华泰证券股份有限 | | | | | | | | | 公司嘉兴纺工路证 | | | | | | | | | 券营业部 | | 2025-08-12 | 30 ...

Summary of Conference Call Records Company and Industry Overview - The conference call discusses the performance and strategic developments of 博创科技 (BoChuang Technology) in the AI industry, particularly focusing on its acquisition of 长鑫盛 (Changxin Sheng) and its impact on the fiber optic and copper wire communication sectors [1][2]. Key Points and Arguments - **Acquisition Impact**: The acquisition of 长鑫盛 has significantly strengthened 博创科技's position in the consumer AOC (Active Optical Cable) and MPO (Multi-fiber Push On) structured cabling markets, with major clients including Meta, Google, and ByteDance [1][2]. - **Market Leadership**: 长鑫盛 is a leader in the domestic consumer AOC market and has enhanced its supply chain efficiency by acquiring the German chip company Cityline, which has lowered LC chip costs [1][4]. - **MPO Business Growth**: The MPO structured cabling business is a key driver of 博创科技's revenue growth, catering to the high-density and flexible networking needs of modern data centers [1][5]. - **Profit Margins**: The direct delivery of MPO connectors to cloud vendors like Google has resulted in high profit margins, with gross margins reaching 60% and net margins at 40% in overseas markets [1][9]. - **Financial Performance**: 长鑫盛's net profit margin improved significantly, reaching 18% in the first half of 2024 and projected to rise to 23%-26% in the second half, largely due to increased revenue from Google [1][10]. - **Revenue Projections**: It is anticipated that revenue from Google will reach 1.4 billion yuan by 2025, accounting for 40% of total revenue [1][10]. Additional Important Insights - **Future Growth Areas**: 博创科技 plans to focus on high-margin, high-value markets such as medical devices and industrial machine vision, while also expanding its MPO structured cabling solutions to meet the growing demand from data center construction [6][7]. - **Production and Supply Chain**: 长鑫盛's unique production model allows it to control the assembly of MPO connectors, avoiding middlemen and enhancing profitability [8][9]. - **Market Dynamics**: The difference in labor costs between domestic and overseas markets influences 长鑫盛's business model, allowing for premium pricing in international markets due to labor savings from pre-installation methods [9]. - **Market Outlook**: The DAC (Direct Attach Copper) and AEC (Active Electrical Cable) markets are expected to grow significantly, with AEC projected to grow at 45% annually [3][11]. - **Valuation Expectations**: 博创科技's profit is expected to exceed 800 million yuan in 2025, potentially reaching around 1.4 billion yuan in 2026, with a market valuation target of over 30 billion yuan based on a conservative estimate [3][12]. Conclusion - The conference call highlights 博创科技's strategic acquisitions and market positioning, showcasing its growth potential in the fiber optic communication industry and the promising financial outlook driven by key partnerships and innovative product offerings [1][12][13].

8月5日，上证指数早盘高开高走，午后持续上扬，再度站上3600点；深证成指早盘冲高回落，午后震荡 上扬；创业板指早盘冲高回落，午后探底回升；科创50指数早盘窄幅震荡，午后震荡回升。截至收盘， 上证指数报3617.60点，涨0.96%，成交额6563.83亿元；深证成指报11106.96点，涨0.59%，成交额 9396.98亿元；创业板指报2343.38点，涨0.39%，成交额4784.81亿元；科创50指数报1053.65点，涨 0.4%，成交额268.02亿元。沪深两市合计成交15960.81亿元，成交额较上一交易日增加975.3亿元。 银行、保险等行业走强 *ST亚振5连板 盘面上来看，行业板块、概念涨多跌少。其中，银行、保险、钢铁、传媒、通信、证券、汽车、房地产 等行业涨幅靠前；PEEK材料、铜缆高速连接、人脑工程、空间站、3D玻璃、复合集流体、液冷、轮毂 电机、汽车热管理等概念走势活跃。玻璃玻纤、珠宝首饰、生物制品等行业跌幅居前；重组蛋白、肝 炎、智谱AI、创新药、财税数字化等概念走势较弱。涨停个股主要集中在机械设备、汽车、通信、化 工、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计3767 ...