国泰海通证券股份有限公司 关于武汉联特科技股份有限公司 首次公开发行部分限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为武汉 联特科技股份有限公司（以下简称"联特科技"或"公司"）首次公开发行股票并在 创业板上市及持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等法律法规的相关规定，对联特科技首次公开发行部分限 售股上市流通事项进行了核查，核查情况及核查意见如下: 一、本次上市流通的限售股类型 经中国证券监督管理委员会《关于同意武汉联特科技股份有限公司首次公开 发行股票注册的批复》（证监许可〔2022〕1448 号）同意注册，经深圳证券交 易所同意，公司首次向社会公众公开发行人民币普通股（A 股）股票 18,020,000 股，并于 2022 年 9 月 13 日在深圳证券交易所创业板上市交易。首次公开发行股 票后，公司股份总数由 54,060,000 股增加至 72,080,000 股 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假 记载、误导性陈述或重大遗漏。 特别提示： 本次解除限售的股份为武汉联特科技股份有限公司（以下简称"公司"或 "联特科技"）首次公开发行前已发行股份； 证券代码：301205 证券简称：联特科技 公告编号：2026-005 武汉联特科技股份有限公司 关于首次公开发行前已发行股份上市流通的提示性 公告 本次解除限售股东户数共计4户，解除限售股份的数量为61,785,720股， 占公司总股本的47.62%，限售期为自公司首次公开发行并上市之日起42个月 （该部分限售股原限售期为自公司股票首次公开发行上市之日起36个月，因触 发延长股份锁定期承诺的履行条件，相关股东的股份锁定期延长6个月，锁定期 合计42个月）。 本次解除限售的股份上市流通日期为2026年3月20日（星期五）。 一、首次公开发行前已发行股份概况 （一）公司首次公开发行股票情况 经中国证券监督管理委员会《关于同意武汉联特科技股份有限公司首次公 开发行股票注册的批复》（证监许可〔2022〕1448号）同意注册，经深圳证券 交易所同意，公司首次向社会公众公开发行人民币普通股（A股）股票 ...

Group 1 - The 14th National People's Congress approved the 15th Five-Year Plan for national economic and social development [2] - The People's Bank of China is implementing a moderately loose monetary policy to support the real economy and stabilize market expectations [2] - The Ministry of Justice highlighted artificial intelligence as a key focus for legislation this year [2] Group 2 - Cambrian plans to distribute 15 yuan per 10 shares and increase shares by 4.9 for every 10 shares, projecting a net profit of 2.059 billion yuan in 2025 [4] - Zhenai Meijia confirmed that it is not involved in artificial intelligence business and has not experienced significant changes in its main operations [5] - Guangxun Technology denied rumors regarding large orders [6] Group 3 - GCL-Poly Energy noted risks of market sentiment overheating and irrational speculation affecting its stock price [7] - Dayuan Pump Industry warned of risks related to rapid stock price increases followed by potential declines [8] - Zhao Chi Co., Ltd. is in the rapid development stage of a 1.6T optical module [9] Group 4 - Deguan New Materials has launched production for its functional film and functional masterbatch renovation project [10] - Lian Te Technology stated that recent information regarding its clients, orders, and production plans circulating online is unofficial [11] - Ningbo Construction clarified that it and Zhongjing Cloud are not engaged in computing power leasing [12] Group 5 - *ST Chang Pharmaceutical received a decision for stock delisting [13] - CITIC Securities is under investigation by the Hong Kong Securities and Futures Commission, but its operations remain normal [14] - Guotai Junan reported that an employee was taken for investigation, but the company's operations are normal [15] Group 6 - Chaoxun Communication plans to invest in establishing a holding subsidiary to expand its computing power business [16] - Baichuan Co., Ltd. noted recent price increases in some chemical products but cannot predict the impact on performance [17] - ST Jinglan's stock will be suspended for verification due to abnormal trading fluctuations starting March 13 [18] Group 7 - Kaiying Network's actual controller plans to increase holdings of the company's shares by no less than 150 million yuan [19]

Group 1 - The core message indicates that LianTe Technology (301205.SZ) has achieved mass production of its 800G products but has not yet shipped its 1.6T products, despite rumors of orders from Nvidia and Google [1][2] - LianTe Technology's revenue for the first three quarters of 2025 reached 847 million yuan, representing a year-on-year growth of 31.75%, while the net profit attributable to shareholders was 82 million yuan, also showing a growth of 31.39% [2] - As of March 12, LianTe Technology's stock closed at 228.56 yuan per share, down 2.32%, with a total market capitalization of 29.65 billion yuan, reflecting a decline of over 11% in the past two trading days [3] Group 2 - The company specializes in the research, production, and sales of optical communication transceiver modules [2] - LianTe Technology issued a statement addressing recent false information circulating online regarding its clients, orders, and production capacity, emphasizing that only official disclosures should be trusted [1] - The company has warned that it will pursue legal action against those who fabricate and spread false information [1]

Core Viewpoint - Recent rumors regarding 联特科技's (301205.SZ) 800G/1.6T products have led to stock price fluctuations, with the company clarifying that while 800G products are in mass production, 1.6T products have not yet been shipped [1][2]. Group 1: Company Performance - In the first three quarters of 2025, 联特科技 reported total revenue of 847 million yuan, representing a year-on-year growth of 31.75% [2]. - The net profit attributable to shareholders for the same period was 82 million yuan, also showing a year-on-year increase of 31.39% [2]. Group 2: Stock Market Reaction - As of March 12, 联特科技's stock closed at 228.56 yuan per share, down 2.32%, with a total market capitalization of 29.65 billion yuan [2]. - The stock price has declined over 11% in the past two trading days [2]. Group 3: Company Response to Rumors - 联特科技 issued a statement addressing the spread of false information regarding its clients, orders, and production capacity, emphasizing that all official information will be disclosed through company channels [1]. - The company urged investors to be cautious about unverified information and stated that it reserves the right to pursue legal action against those spreading false information [1].

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 武汉联特科技股份有限公司（以下简称"公司"）股票连续三个交易日内 （2026年3月5日、2026年3月6日、2026年3月9日）日收盘价格涨幅偏离值累计 超过30%，根据《深圳证券交易所股票交易规则》相关规定，前述情形属于股 票交易异常波动的情形。 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，公司、 控股股东和实际控制人确认不存在其他应披露而未披露的重大事项或处于筹划 阶段的重大事项。 一、股票交易异常波动的具体情况 证券代码：301205 证券简称：联特科技 公告编号：2026-004 武汉联特科技股份有限公司 股票交易异常波动公告 公司股票连续三个交易日内（2026年3月5日、2026年3月6日、2026年3月9 日）日收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所股票交易规 则》的有关规定，前述情形属于股票交易异常波动的情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动情况，公司董事会通过电话及现场问询等方式 对公司、控股股东及实际控制人就相关事项进行了核查，现 ...

证券代码：301205 证券简称：联特科技 公告编号：2026-003 武汉联特科技股份有限公司 关于控股股东、实际控制人部分股份质押的公告 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，没有虚假 记载、误导性陈述或重大遗漏。 武汉联特科技股份有限公司（以下简称"公司"）近日接到公司控股股东、 实际控制人张健先生的通知，获悉其所持有的本公司部分股份与深圳市高新投集 团有限公司办理了股票质押交易业务，具体事项如下： 二、股东股份累计质押情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | 是 | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 直接持股 | 直接持 | 本次质押 前质押股 | 本次质押 后质押股 | 占其 直接 | 否 为 | 占公 司总 | 已质押股 | 占已 | 未质押股 | 占未 | | 名称 | 数量（股） | 股比例 | 份数量 | 份数量 | 持有 | 补 | 股本 ...

Key Points - The article discusses the potential investment opportunities and risks in various sectors, including AI, energy, and finance [1][7][9][10][11][15][16]. Group 1: AI and Cybersecurity - The Ministry of Industry and Information Technology has identified security risks associated with the OpenClaw AI system, particularly in default or improper configurations, which could lead to network attacks and information leaks [7]. - Users are advised to verify public exposure, permissions, and credential management when deploying OpenClaw, and to implement security mechanisms such as identity authentication and data encryption [7]. Group 2: Energy Sector - Kuwait Petroleum Company has implemented "preventive cuts" in oil production and refining due to regional tensions, while stating readiness to resume normal production when conditions allow [8]. - Zhongnan Culture plans to acquire a 57.3% stake in Jiangyin Sulong Thermal Power, which is expected to enhance its business layout in the energy sector and improve brand recognition [9]. - Huapei Power has terminated its plan to acquire 100% of Meichuang Zhiguan due to issues with the target company's pledged shares, leading to a halt in the major asset restructuring [10]. Group 3: Financial Regulations - The China Securities Regulatory Commission has released new regulations on short-term trading, effective from April 7, 2026, which clarify the identification and calculation standards for holding and trading points [5][6]. - The regulations aim to support market development while ensuring compliance and preventing illegal benefits from information advantages [5]. Group 4: Market Trends - Citic Securities highlights the upward price risks in lithium due to supply disruptions, despite an increase in lithium prices since 2026, driven by strong battery demand and declining inventory levels [15]. - The report suggests that the Chinese resource and traditional manufacturing sectors have significant revaluation potential, advocating for exposure to sectors with strong supply constraints [16].

Group 1 - The A-share market saw a collective decline in CPO concept stocks, with New Yisheng dropping by 7% [1] - Zhongji Xuchuang, Taicheng Guang, and Changxin Bochuang experienced declines exceeding 6% [1] - Zhili Fang and Dekeli fell by more than 5%, while Shijia Guangzi, Cambridge Technology, Guangku Technology, Jingwang Electronics, and Robotech dropped over 4% [1] - Lian Te Technology, Huilv Ecology, and Juguang Technology saw declines of more than 3% [1]

Core Viewpoint - The CPO concept stocks in the A-share market experienced a collective decline, with significant drops in several key stocks on February 27, indicating a bearish trend in this sector [1]. Group 1: Stock Performance - Xinyisheng (新易盛) fell by 7.02%, with a total market capitalization of 35.67 billion and a year-to-date decline of 16.72% [2]. - Zhongji Xuchuang (中际旭创) decreased by 6.40%, having a market cap of 59.51 billion and a year-to-date drop of 12.20% [2]. - Taichengguang (太辰光) saw a decline of 6.34%, with a market value of 30.6 billion and a year-to-date increase of 16.48% [2]. - Changxin Bochuang (长芯博创) dropped by 6.16%, with a market cap of 43 billion and a year-to-date increase of 3.74% [2]. - Zhili Fang (智立方) decreased by 5.54%, with a market capitalization of 10.1 billion and a year-to-date increase of 67.18% [2]. - Dekeli (德科立) fell by 5.41%, with a market cap of 25.5 billion and a year-to-date increase of 16.96% [2]. - Shijia Guangzi (仕佳光子) declined by 4.88%, with a market value of 37.8 billion and a year-to-date drop of 5.77% [2]. - Cambridge Technology (剑桥科技) decreased by 4.86%, with a market cap of 36.3 billion and a year-to-date drop of 23.31% [2]. - Guangku Technology (光库科技) fell by 4.38%, with a market value of 40.6 billion and a year-to-date increase of 10.83% [2]. - Jingwang Electronics (景旺电子) saw a decline of 4.28%, with a market cap of 65.3 billion and a year-to-date drop of 9.34% [2]. - Robot Technology (罗博特) decreased by 4.19%, with a market value of 63.7 billion and a year-to-date increase of 62.91% [2]. - Liante Technology (联特科技) fell by 3.64%, with a market cap of 23.8 billion and a year-to-date increase of 8.70% [2]. - Huilv Ecology (汇绿生态) decreased by 3.03%, with a market value of 23.4 billion and a year-to-date increase of 36.03% [2]. - Juguang Technology (炬光科技) fell by 3.01%, with a market cap of 33.2 billion and a year-to-date increase of 111.22% [2]. - Tiantong Co. (天通股份) decreased by 2.96%, with a market value of 21 billion and a year-to-date increase of 29.78% [2]. - Tianfu Communication (天孚通信) fell by 2.53%, with a market cap of 274.3 billion and a year-to-date increase of 73.80% [2]. - Changjia Technology (长甲科技) decreased by 2.32%, with a market value of 85.2 billion and a year-to-date increase of 29.39% [2].