长芯博创公告，公司持股5%以上股东朱伟与宁波宁聚资产管理中心（有限合伙）于2024年10月16日签 署的《股份转让协议》因客观条件变化，双方经友好协商解除。朱伟持有公司2087.99万股股份，占总 股本7.16%，本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。 ...

证券代码：300548 证券简称：长芯博创 公告编号：2026-008 长芯博创科技股份有限公司 关于持股 5%以上股东终止协议转让的公告 公司持股 5%以上股东 ZHU WEI（朱伟）保证向本公司提供的信息内容真 实、准确、完整，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。 一、本次协议转让前期事项概述 长芯博创科技股份有限公司（原名博创科技股份有限公司，以下简称"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）（代 表"宁波宁聚资产管理中心（有限合伙）-宁聚量化优选证券投资基金"，以下 简称"宁波宁聚"）于 2024 年 10 月 16 日签署了《股份转让协议》（以下简称 "原协议"），ZHU WEI 拟通过协议转让方式向宁波宁聚转让其持有的公司无 限售流通股 14,500,000 股，占公司当时总股本的 5.04%。具体内容详见公司于 2024 年 10 月 18 日披露的《博创科技股份有限公司关于持股 5%以上股东拟协 议转让股份暨权益变动的提示性公告》（公告编号：2024-064）及相关信息披 露义务人出具的 ...

| 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | ZHU WEI、WANG | XIAOHONG | | | 住所 | 上海市青浦区****** | | | | 权益变动时间 | 年 月 日 2026 2 4 | | | | 权益变动过程 | 1、2025 年 8 月 26 日至 励，总股本由 291,107,978 及其配偶 ZHU WEI 年 月 日至 2、2026 2 3 XIAOHONG 上述事项导致 ZHU WEI 例下降至 7.85%。 | 2026 年 2 月 4 股增加至 291,571,378 WANG XIAOHONG 月 2 4 日，ZHU WEI 通过集中竞价方式减持公司股份 及其配偶 WANG | 日，公司因实施股权激 股，导致 持股比例被动稀释。 及其配偶 WANG 2,915,600 股。 XIAOHONG 持股比 | | 股票简称 | 长芯博创 | 股票代码 | 300548 | | 变动类型（可多选） | 增加□ 下降√ | 一致行动人 | 有√ 无□ | | 是否为第一大股东或实际控 制人 | | 是□ 否√ | ...

Core Insights - The Chinese optical module industry has evolved from technology introduction during the "11th Five-Year Plan" to achieving technological independence, product upgrades, and scale expansion, becoming a core player in the global optical module market during the "14th Five-Year Plan" period, focusing on high-end and domestic production driven by 5G and computing power demands [1] National Policy Summary - Recent policies in China show a collaborative effort between national and local governments, focusing on technological breakthroughs and practical applications in the optical module industry. The Ministry of Industry and Information Technology (MIIT) has issued multiple documents, including the "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry," which aims to promote the trial of 10G optical networks and the layout of computing power infrastructure [4][5] - Key areas of focus include integrating CPO (Co-Packaged Optics) and high-speed optical modules into critical technological breakthroughs, supporting the mass production of products like 800G and 1.6T [4][5] Provincial Policy Summary - Various provinces have developed their own policies aligned with the national "14th Five-Year Plan," emphasizing the development of optical communication, millimeter-wave, 5G enhancement, and quantum communication technologies. Local governments are also providing funding support for core technology research and development [13] - For instance, Beijing's policies include promoting advanced packaging technology for 1.6T silicon optical modules and enhancing broadband network capabilities to support user experiences exceeding 100 Mbps by 2025 [14] - Shanghai's initiatives focus on deploying 50G PON and 400G optical transmission technologies, aiming to create a fully optical direct connection network for data centers [17] Industry Development Trends - The optical module industry is expected to see significant growth driven by the increasing demand for high-speed data transmission in AI, industrial internet, and other applications. Policies are encouraging the development of high-reliability, low-power products suitable for industrial scenarios [4][5] - The goal is to enhance the domestic production rate of key components and technologies, with specific targets set for the market share of domestic CPO modules to reach 40% by 2025 [5][6] Investment Opportunities - The ongoing policy support and technological advancements present substantial investment opportunities in the optical module sector, particularly for companies involved in high-speed optical modules and related technologies. The focus on domestic production and technological independence further enhances the attractiveness of this sector for investors [1][4][5]

Investment Rating - The report assigns a "Buy" rating to the company [4][6]. Core Insights - The company is a comprehensive provider of optical interconnection solutions, evolving from a single optical device supplier to a full-stack solution provider, with a complete chain from fiber to devices and system solutions [19][24]. - The company has a long-term stable supply relationship with Google in the MPO field, positioning it as a core beneficiary of Google's computing power expansion [4][3]. - The rapid growth of the company's data communication, consumer, and industrial interconnection markets is driven by the significant increase in AI infrastructure investments and network upgrades [35][50]. Summary by Sections 1. Company Overview - The company started with PLC optical splitters and has gradually built a comprehensive optical interconnection system solution, targeting telecommunications, data centers, and consumer and industrial interconnection fields [19][24]. - Its main products include PLC optical splitters, PON optical transceiver modules, DWDM, AWG, VMUX for telecommunications, and AOC and copper cable products for data centers, covering speeds from 10G to 800G [19][24]. 2. Google's AI Infrastructure Investment - Google is accelerating its AI infrastructure investments, aiming to double its computing capacity every six months, with a target of achieving a 1000-fold increase in the next 4 to 5 years [2][16]. - The network architecture driven by Google is expected to boost the demand for optical and copper interconnections, particularly in data centers [50][56]. 3. MPO and Data Communication Opportunities - The company has established itself as a long-term supplier of MPO products to Google, with a well-rounded product layout that meets the increasing demand for high-density short-distance interconnections in data centers [3][78]. - The company has developed AOC products covering a speed range of 10G to 800G, collaborating closely with major North American clients for customized production [17][18]. - The company is also advancing in the AEC market, launching a 1.6T OSFP AEC product in collaboration with Marvell, which has significant overseas market potential [17][18]. 4. Financial Forecast and Investment Recommendations - The company is expected to achieve revenues of 34.52 billion, 69.92 billion, and 120.22 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 3.70 billion, 10.94 billion, and 20.41 billion yuan [4][5]. - The report anticipates a significant increase in earnings per share (EPS) from 1.27 yuan in 2025 to 6.99 yuan in 2027, with price-to-earnings (PE) ratios decreasing from 128 to 23 times over the same period [4][5].

大成创业板人工智能ETF发起式联接A（025652）成立日期2025年10月21日，最新规模2384.17万。今年 以来收益15.57%，同类排名329/5579；成立以来收益36.39%。 大成创业板人工智能ETF发起式联接A（025652）基金经理为刘淼。 截至发稿，刘淼累计任职时间5年220天，现任基金资产总规模186.71亿元，任职期间最佳基金回报 94.13%， 任职期间最差基金回报-48.84%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月2日，长芯博创跌5.04%，截至发稿，报153.84元/股，成交20.56亿元，换手率4.80%，总市值448.54 亿元。 资料显示，长芯博创科技股份有限公司位于浙江省嘉兴市南湖区亚太路306号，成立日期2003年7月8 日，上市日期2016年10月12日，公司主营业务涉及光通信领域集成光电子器件的研发、生产和销售。主 营业务收入构成为：数据通信、消费及工业互联市场81.3 ...

Core Viewpoint - The CPO optical module sector and AI-related stocks have shown strong performance, with significant gains in several key companies, indicating a bullish trend in the market driven by robust fundamentals and increasing demand for AI infrastructure [1][4][7]. Group 1: Company Performance - Zhishang Technology reached a 20% limit up, while Taicheng Light and Tianfu Communication saw increases of nearly 13% and 11% respectively, with Tianfu Communication hitting a historical high [1][7]. - Other notable performers included Lian De Technology, Xin Yi Sheng, Guang Ku Technology, Zhong Ji Xu Chuang, and Chang Xin Bo Chuang, all of which rose over 5% [1][4]. Group 2: Market Trends - The A-share market has seen 21 CPO optical module concept stocks disclose 2025 earnings forecasts, with 17 expecting year-on-year net profit growth, indicating strong fundamentals [4][10]. - The AI industry is experiencing a surge in applications and model upgrades, which is expected to stimulate demand for AI computing infrastructure [4][10]. - The global Ethernet optical module market is projected to grow at a rate of 35% year-on-year by 2026, driven by strong demand from AI infrastructure, particularly in data centers [4][10]. Group 3: ETF Insights - The ChiNext AI ETF (159363) has gained 2.76%, reaching a new closing high, with a trading volume of 916 million yuan, marking a ten-week winning streak [2][8]. - The ETF is strategically positioned with approximately 60% of its portfolio in computing (leading optical module and IDC companies) and 40% in AI applications, reflecting a balanced approach to capitalize on both sectors [5][10].

证券代码：300548 证券简称：长芯博创 公告编号：2026-006 长芯博创科技股份有限公司 公司于近日收到公司副总经理周蓉蓉女士出具的《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： 关于高级管理人员减持完成的公告 公司副总经理周蓉蓉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。 长芯博创科技股份有限公司（以下简称"公司"）于 2025 年 11 月 20 日在 巨潮资讯网（http://www.cninfo.com.cn）披露了《长芯博创科技股份有限公司 关于董事及高级管理人员减持股份预披露公告》（公告编号：2025-080），公 司副总经理周蓉蓉女士计划自预披露公告之日起十五个交易日后的三个月内以 集中竞价方式减持公司股份数量不超过 32,812 股。 一、股份减持计划的实施情况 （一）减持股份情况 | 姓名 | 职务 | 减持方式 | | 减持期间 | | | 减持均价 | 减持股数 | 占总股本比例 | | --- | --- | --- | - ...

Group 1 - The CPO concept stocks in the A-share market experienced a widespread decline, with notable drops in several companies [1] - Yongding Co., Ltd. saw a significant decrease of over 8%, while Fenghuo Communication and Zhongjing Electronics fell by more than 4% [1] - Other companies such as Sry New Materials, Benchuan Intelligent, Changxin Bochuang, Jufei Optoelectronics, and Tongfu Microelectronics also reported declines exceeding 3% [1] Group 2 - Yongding Co., Ltd. reported a decline of 8.63% with a total market value of 35.9 billion [2] - Fenghuo Communication decreased by 4.80%, with a market capitalization of 51.2 billion, and has a year-to-date increase of 17.52% [2] - Zhongjing Electronics fell by 4.63%, with a market value of 6.935 billion, and a year-to-date decline of 7.06% [2] - Sry New Materials decreased by 3.91%, with a market capitalization of 30.5 billion, and a year-to-date increase of 1.55% [2] - Benchuan Intelligent saw a decline of 3.79%, with a market value of 4.263 billion, and a year-to-date decrease of 0.81% [2] - Changxin Bochuang dropped by 3.49%, with a market capitalization of 43.4 billion, and a year-to-date increase of 4.72% [2] - Jufei Optoelectronics declined by 3.37%, with a market value of 9.748 billion, and a year-to-date increase of 0.58% [2] - Tongfu Microelectronics fell by 3.26%, with a market capitalization of 75.6 billion, and a year-to-date increase of 32.07% [2] - Other companies such as Ziguang Co., Huamao Technology, and Kechuan Technology also reported declines, with varying market values and year-to-date performances [2]

证券代码：300548 证券简称：长芯博创 公告编号：2026-005 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保证向本公司提供的信息内容真实、 准确、完整，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 9 月 26 日在巨 潮资讯网（http://www.cninfo.com.cn）披露了《长芯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：2025-071），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 2,911,000 股 （占公司当时总股本的 1.00%）。 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毕的 告知函》，其本次减持计划已到期。截至本公告披露日，东方通信通过本次减 持计划累计减持公司股份 2,600,000 股，减持数量在减持计划范围内。现将具 体情况公告如下： 一、股份减持计划的实施情 ...