Group 1 - The core viewpoint of the article is that Liante Technology (301205) is currently in the sample testing phase for its 1.6T product, indicating ongoing development and potential future offerings [1] - The company's production capacity is sufficient to meet customer delivery requirements, suggesting operational readiness and potential for revenue generation [1]

Core Insights - The company has achieved mass production of its 800G optical module based on EML and silicon photonic modulation technology [1] - The company has established an investment fund in collaboration with professional investment institutions to enhance its product competitiveness [1] Company Developments - The 800G optical module represents a significant technological advancement for the company, indicating its capability in high-speed data transmission [1] - The partnership with investment institutions for the fund aims to strategically bolster the company's market position and product offerings [1]

证券代码：301205 证券简称：联特科技 公告编号：2025-042 （一）工商备案登记情况 科投基金已完成工商登记并取得了武汉市市场监督管理局换发的《营业执 照》，具体信息如下： 名称：湖北科投光互联创业投资基金合伙企业（有限合伙） 统一社会信用代码：91420100MAEN4FDT61 武汉联特科技股份有限公司 关于与专业投资机构共同投资的进展公告 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。 一、与专业投资机构共同投资概述 武汉联特科技股份有限公司（以下简称"公司"）与专业投资机构武汉光谷 产业投资基金管理有限公司及其他有限合伙人签署了《湖北科投光互联创业投资 基金合伙企业（有限合伙）之合伙协议》，共同出资设立湖北科投光互联创业投 资基金合伙企业（有限合伙）（以下简称"科投基金"），科投基金认缴出资总 额为人民币 20,000 万元，其中公司作为有限合伙人以自有资金出资人民币 10,000 万元，占科投基金认缴出资总额的 50%。具体内容详见公司于 2025 年 5 月 20 日披露于巨潮资讯网的《关于与专业投资机构共同投资的公告》（公告编号： 20 ...

Core Viewpoint - LianTe Technology experienced a 5.03% decline in stock price, closing at 98.62 CNY per share, with a trading volume of 319 million CNY and a turnover rate of 4.64%, resulting in a total market capitalization of 12.795 billion CNY [1] Company Overview - Wuhan LianTe Technology Co., Ltd. is located in the East Lake New Technology Development Zone, Wuhan, and was established on October 28, 2011, with its listing date on September 13, 2022 [1] - The company's main business involves the research, development, production, and sales of optical communication transceiver modules [1] - Revenue composition includes: 92.72% from 10G and above optical modules, 5.57% from below 10G optical modules, and 1.71% from material sales and leasing [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Bosera Fund has a significant position in LianTe Technology [2] - Bosera Hubei New and Old Kinetic Energy Conversion ETF (159743) held 24,700 shares in the second quarter, accounting for 1.48% of the fund's net value, ranking as the ninth largest holding [2] - The fund has a current scale of 159 million CNY and has achieved a year-to-date return of 29.11%, ranking 1865 out of 4220 in its category [2] - Over the past year, the fund has returned 71.9%, ranking 1111 out of 3824, and since inception, it has returned 13.64% [2] - The fund manager, Yin Hao, has been in position for 5 years and 353 days, with a total asset scale of 9.845 billion CNY [2]

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with Huagong Technology hitting the daily limit, and Xinyi Sheng rising over 6% [1] - Other notable performers included Shuguang Shuchuang, Guangku Technology, Cambridge Technology, and Guangxun Technology, all increasing by over 5% [1] - The overall market sentiment is positive, indicated by the formation of a MACD golden cross signal, suggesting a strong upward trend for these stocks [2] Group 2 - Huagong Technology (code: 000988) saw a rise of 9.92%, with a total market capitalization of 98.1 billion and a year-to-date increase of 126.46% [2] - Xinyi Sheng (code: 300502) increased by 6.98%, with a market cap of 377.1 billion and a year-to-date rise of 361.40% [2] - Other companies like Shuguang Shuchuang (5.91% increase, 21 billion market cap, 55.73% YTD), Guangku Technology (5.89%, 32.9 billion, 172.17% YTD), and Cambridge Technology (5.42%, 32.1 billion, 196.26% YTD) also showed strong performance [2]

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., specializes in the research, production, and sales of optical communication transceiver modules, with a significant focus on high-speed optical modules and technologies related to 5G and data centers [7]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company primarily generates revenue from 10G and above optical modules, accounting for 92.72% of its total revenue [7]. - As of June 30, 2025, the company reported a revenue of 504 million yuan, representing a year-on-year growth of 15.43%, and a net profit attributable to shareholders of 34.81 million yuan, up 14.02% year-on-year [8]. Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. It is currently working on 800G optical modules and technologies required for next-generation products [2]. - The main application markets for optical modules include data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2][3]. Financial Performance - The company has a significant overseas revenue share of 89.07%, benefiting from the depreciation of the Chinese yuan [3]. - The average trading cost of the company's shares is 107.21 yuan, with the stock currently near a support level of 108.00 yuan [6]. Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased to 23,300, with an average of 2,920 shares held per person, a decrease of 9.85% from the previous period [8]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and new institutional investors, indicating a diversified shareholder base [9].

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned in the optical communication and 5G sectors, with significant overseas revenue benefiting from the depreciation of the RMB [1][3]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, production, and sales of optical communication transceiver modules [7]. - The main revenue composition includes 92.72% from optical modules of 10G and above, 5.57% from optical modules below 10G, and 1.71% from material sales and leasing [7]. Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production [2]. - The optical module market is primarily driven by data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2]. - The company’s products are critical components for data centers and 5G communication applications, leveraging low-power design technology to reduce power consumption significantly [3]. Financial Performance - For the first half of 2025, the company achieved a revenue of 504 million yuan, representing a year-on-year growth of 15.43%, and a net profit attributable to shareholders of 34.81 million yuan, up 14.02% year-on-year [8]. - As of June 30, 2025, the company had 23,300 shareholders, with an average of 2,920 circulating shares per person, indicating a slight decrease in individual holdings [8]. Shareholder and Institutional Holdings - The company has distributed a total of 46.85 million yuan in dividends since its A-share listing [9]. - As of June 30, 2025, significant institutional holdings include Hong Kong Central Clearing Limited and new entrants like China Aviation Opportunity Leading Mixed Fund [9].

格隆汇9月16日丨联特科技(301205.SZ)公布，控股股东、实际控制人张健先生、杨现文先生、吴天书先 生、李林科先生签订的《一致行动协议》（简称"原协议"）于2025年9月13日到期，各方决定在一致行 动关系到期后不再续签，一致行动关系到期后终止。张健先生、杨现文先生决定保持一致行动关系，并 于2025年9月14日签署新的《一致行动协议》。公司控股股东、实际控制人从2025年9月14日起变更为张 健先生、杨现文先生。 ...

武汉联特科技股份有限公司 签署日期：2025 年 9 月 15 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（简称"《证券法》"）、 《上市公司收购管理办法》（简称"《收购办法》"）、《公开发行证券公司信息 披露内容与格式准则第 15 号——权益变动报告书》（简称"《15 号准则》"）及 相关的法律、法规编制本报告书。 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》、《收购办法》规定，本报告书已全面披露了信息披露 义务人在武汉联特科技股份有限公司（以下简称"联特科技"）拥有权益的股份变 动情况。截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没 有通过任何其他方式增加或减少其在联特科技拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。除本信息披露义务 人外，没有委托或者授权任何其他人提供未在本报告中列载的信息和对本报告做 出任何解释或者说明。 简式权益变动报告书 | 上市公司名称： | 武汉联特科技股份有限公司 | | --- | --- | | 股票上市地点： | 深圳证券交易所 | | 股票简称： | 联特科技 | | 股 ...

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 | 不适用 | | 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、 | 是 | | 募集资金管理制度、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 | 6 | | （2）公司募集资金项目进展是否与信息披露 | 是 | | 文件一致 | | | 4.公司治理督导情况 | | | （1）列席公司股东会次数 | 0 | | （2）列席公司董事会次数 | 0 | | （3）列席公司监事会次数 | 0 | | 5.现场检查情况 | | | （1）现场检查次数 | 0 | 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 2025 半年度持续督导跟踪报告 | 保荐人名称： ...