证券代码：301205 证券简称：联特科技 公告编号：2025-026 武汉联特科技股份有限公司 关于持股5%以上股东权益变动触及1%暨持股比例降 至5%以下的提示性公告 合计持股5%以上股东深圳南海成长同赢股权投资基金（有限合伙）及一致 行动人苏州同创同运同享科技创业投资合伙企业（有限合伙）保证向公司提供的 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。 特别提示： 1、本次权益变动后，股东深圳南海成长同赢股权投资基金（有限合伙）（以 下简称"南海成长同赢"）及一致行动人苏州同创同运同享科技创业投资合伙企业 （有限合伙）（以下简称"苏州同创"）持有武汉联特科技股份有限公司（以下简 称"公司"）股份共计 6,487,120 股，占公司总股本 4.9999%，持股比例下降至 5% 以下，不再是公司持股 5%以上股东。 2、本次权益变动属于股份减持，不触及要约收购，不会导致公司控股股东、 实际控制人发生变化。 公司于 2025 年 5 月 14 日在巨潮资讯网（www.cninfo.com.cn）披露 ...

近日，公司收到同创光通出具的《关于减持计划实施进展的告知函》，同创 光通于 2025 年 6 月 6 日以集中竞价方式减持公司股份 663,200.00 股，占公司总 股本比例 0.5112%，本次权益变动后，同创光通持有公司股份 7,527,480.00 股， 占总股本比例 5.8018%，权益变动触及 1%的整数倍。现将相关情况公告如下： | 1.基本情况 | | | | --- | --- | --- | | 信息披露义务人 | | 武汉同创光通管理咨询合伙企业（有限合伙） | | 住所 | | 武汉市东湖新技术开发区关南园四路37号6号楼2楼203室 | | 权益变动时间 | | 2025年6月6日 | | 权益变动过程 | | 信息披露义务人同创光通因自身资金需求，于2025年6月6日通过 | | | | 集中竞价交易减持公司股份 663,200股，占公司总股本的 | | | | 0.5112%，持有公司股份比例由6.3130%下降至5.8018%，变动触 | | | | 及1%的整数倍。本次权益变动不会导致公司控股股东及实际控 | | | | 制人发生变化，不会对公司治理结构及持续经营产生重大影响 ...

近期受益于光模块CPO等权重概念板块走强，低费率+高弹性的创业板人工智能ETF华夏（159381）上 周周涨6.37%，位居全市场股票型ETF前列。资料显示，该ETF跟踪创业板人工智能指数，前十大成分 股包含新易盛、中际旭创、天孚通信三大光模块龙头，北京君正、全志科技，以及软通动力、光环新 网、网宿科技、深信服等IDC、云计算、数据中心行业龙头公司。费率方面，创业板人工智能ETF华夏 （159381）目前年管理费率为0.15%，托管费率为0.05%，场内综合费率在可比基金中最低。 （文章来源：每日经济新闻） 6月9日早盘，光模块CPO、光通信概念再度走强，相关ETF中，截至9点41分，创业板人工智能ETF华夏 （159381）涨0.87%，持仓股铜牛信息、联特科技、天孚通信、中际旭创等领涨。 AI算力板块高景气度再次得到彰显。消息面上，博通发布FY25Q2季报（截至2025年4月），实现营收 150亿美元，同比增长20%，公司合并毛利率为79%，业绩增长主要得益于AI业务的增长和VMware的并 表整合。从产品结构来看，解决方案营收84亿美元，同比增长17%（其中AI 业务44 亿美元，同比增长 46%）；基 ...

Core Insights - The global AI industry is entering a trillion-parameter era, leading to a significant restructuring of data center architectures, with increased port scale and east-west data traffic, resulting in rapid expansion investments [1] - The demand for optical modules, crucial for data center interconnections, is expected to grow due to the rising need for high-speed data transmission driven by AI training clusters [1] - TrendForce reports a rapid increase in global optical transceiver shipments from 2023 to 2025, reflecting ongoing market demand expansion [1] Company Performance - Eight Chinese optical module listed companies reported their 2024 performance, with revenue exceeding 100 billion yuan for two companies: Zhongji Xuchuang at 238.62 billion yuan and Huagong Technology at 117.09 billion yuan [4][5] - Zhongji Xuchuang and Xinyi Sheng demonstrated exceptional growth, with revenue increases of 122.64% and 179.15%, respectively [4][5] Market Dynamics - Chinese manufacturers have captured 35% of the global 800G market by the end of 2024, a 12 percentage point increase from 2022, driven by high R&D investments [5] - The average overseas revenue share for the eight listed companies rose to 42% in 2024, with North America contributing over 60% of the growth [9][10] Technological Advancements - Innovations such as silicon photonic integration and liquid cooling packaging have significantly improved the performance and energy efficiency of optical modules [7][8] - The technology iteration cycle for optical modules is expected to shorten from 3-5 years to 18 months, with new products like 1.6T modules entering engineering validation [8] Financial Metrics - The average net profit margin for the mentioned companies increased to 18.7% in 2024, with operating cash flow net amount rising by 40% [7] - The average price-to-earnings ratio for the optical module sector in A-shares increased from 25 times to 40 times, indicating a revaluation of market value [8] Competitive Landscape - Seven Chinese manufacturers are now among the top 10 global optical module suppliers, highlighting the dominance of Chinese firms in the market [7] - Companies like Zhongji Xuchuang and Xinyi Sheng are focusing on high-speed Ethernet optical modules, which are currently the fastest-growing segment [6][7]

Group 1 - The Southern AI ETF (159382) experienced a significant intraday increase of 2.66%, with a turnover rate of 5.55% and expanding transaction volume [1] - The underlying index, the ChiNext AI Index, rose by 2.26%, with notable gains from constituent stocks such as LianTe Technology (up 7.69%), XinYiSheng (up over 7%), and BoChuang Technology (up 5.41%) [1] - NVIDIA's CEO Jensen Huang reported a tenfold increase in AI inference token generation within a year, indicating a strong market demand for AI computing as AI agents mature [1] Group 2 - Western Securities highlighted an upward trend in the AI industry, driven by enhanced inference capabilities that penetrate complex scenarios [1] - Open Source Securities remains optimistic about the AI computing power industry chain, noting NVIDIA's continuous growth in data center revenue and the upcoming shipment of GB300 [2] - The ChiNext AI Index closely tracks the stock price changes of listed companies related to the AI theme, with the top ten weighted stocks including XinYiSheng, ZhongJi XuChuang, and others [2]

特别提示： 1、活动时间：2025 年 6 月 12 日（星期四）14:00-16:40 证券代码：301205 证券简称：联特科技 公告编号：2025-024 武汉联特科技股份有限公司 关于参加湖北辖区上市公司2025年投资者集体接待日活动 暨公司2024年度业绩说明会的公告 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。 1 为进一步加强与投资者的互动交流，武汉联特科技股份有限公司（以下简称 "公司"）将于 2025 年 6 月 12 日（星期四）参加由湖北省上市公司协会主办的 "湖北辖区上市公司 2025 年投资者集体接待日活动暨 2024 年度业绩说明会"。 届时公司高管将在线就公司 2024 年度业绩、公司治理、发展战略、 经营状况等 投资者关心的问题，与投资者进行沟通与交流，广泛听取投资者的意见和建议。 一、召开时间、地点和方式 活动时间：2025 年 6 月 12 日（星期四）14:00-16:40 召开地点：全景路演（https://rs.p5w.net/）网络平台 召开方式：网络文字互动 二、参加人员 董事长兼总经理：张健先生 独立董事：余玉 ...

武汉联特科技股份有限公司 2024年年度权益分派实施公告 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"）2024 年年度权益分派方案已 获 2025 年 5 月 14 日召开的 2024 年度股东大会审议通过，现将权益分派事宜公 告如下： 证券代码：301205 证券简称：联特科技 公告编号：2025-023 一、股东大会审议通过的利润分配方案 1、2024 年度利润分配方案为：公司以总股本 129,744,000 股为基数，向全 体股东以每 10 股派发现金股利人民币 2.00 元（含税），合计派发现金股利 25,948,800.00 元（含税）。本次股利分配后未分配利润余额结转以后年度分配。 另外，公司本期不进行资本公积转增股本和送红股。在本次利润分配方案披露后 至实施前，若公司总股本发生变动，则以未来实施利润分配方案的股权登记日总 股本为基数，按分红比例不变的原则相应调整分配总额。 2、自上述分配方案披露至实施期间，公司股本总额未发生变化。 3、本次实施的分配方案与股东大会审议通过的分配方案一致。 4、本次实 ...

Group 1 - Hongjing Technology signed a service contract for an intelligent computing project with a total amount of 597 million yuan, valid for 5 years [1] - Weifu High-Tech's subsidiary invested 220 million yuan to establish a joint venture with Shanghai Baolong Automotive Technology [2] - Zhongshan Public received approval for the registration of short-term financing bonds amounting to 2 billion yuan and medium-term notes of 3 billion yuan [3] Group 2 - Lianhua Technology established a venture capital fund with a total commitment of 200 million yuan, contributing 100 million yuan as a limited partner [4] - Changan Technology's shareholder signed an agreement to transfer 6.27% of the company's shares to Hefei State Capital Venture Investment [6] - Hangzhou Garden announced a cash dividend of 0.5 yuan per 10 shares, totaling 6.62 million yuan [8] Group 3 - Huamao Technology plans to acquire 100% equity of Fuchuang Youyue, leading to a temporary suspension of its stock [9] - Zhuojin Co. won a bid for a soil remediation project in Hefei with a contract value of 67.68 million yuan [10] - Shanghai Pharmaceuticals received FDA approval for two drugs, enhancing its product portfolio [10] Group 4 - Fuxing Pharmaceutical's senior vice president resigned for personal reasons [12] - Baolong Technology's subsidiary plans to invest 180 million yuan in a joint venture [13] - ST Zhongdi intends to utilize surplus funds from a project company, with a maximum of 106 million yuan [14] Group 5 - Nanchao Food reported a significant decline in net profit for April, down 82.14% year-on-year [16] - Changshan Pharmaceutical received a drug registration certificate in Belarus for a new product [18] - Nanshan Aluminum established a wholly-owned subsidiary for photovoltaic energy projects with an investment of 5 million yuan [20] Group 6 - Bozhong Precision announced the resignation of a director and deputy general manager [22] - Xinjiang Jiaojian won a bid for a highway construction project valued at 451 million yuan [23] - Guangzhou Restaurant declared a cash dividend of 0.48 yuan per share, totaling 273 million yuan [25] Group 7 - Weili Medical's subsidiary obtained a medical device operating license, allowing it to engage in wholesale activities [27] - New Australia Co. announced a cash dividend of 0.3 yuan per share, totaling 219 million yuan [28] - Lianhua Technology's subsidiary entered the new third board innovation layer [29] Group 8 - Huaxi Energy's chairman resigned due to personal reasons [31] - Yipin Hong plans to use up to 500 million yuan of idle funds for cash management [33] - Shouhua Gas intends to purchase bauxite resources through market means [34] Group 9 - Jincheng signed a service agreement for underground mining operations at the Komakau Copper Mine, valued at approximately 805 million USD [34] - Wanrun New Energy signed a supply contract with CATL for lithium iron phosphate products, with a total supply of about 1.32 million tons [35] - Weili plans to transfer 100% equity of a subsidiary to Chengfa Environment for 100 million yuan [36] Group 10 - Zhenlei Technology's subsidiary received government subsidies of 2.21 million yuan, positively impacting profits [38] - Weir shares plan to change their name to "Haowei Group" to reflect strategic direction [39] - YTO Express reported a revenue increase of 16.32% in April, totaling 5.755 billion yuan [39]

证券代码：301205 证券简称：联特科技 公告编号：2025-022 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。 特别提示： 本次投资事项尚需进行工商变更登记、基金备案等手续，具体实施情况 和进度存在不确定性。 投资基金具有周期长、流动性较低的特点，本次投资存在回收期可能较 长，短期内可能无法为公司贡献利润的风险。 本次投资基金在投资过程中可能受到行业周期、监管政策、投资标的经 营管理状况等多重因素的影响，存在无法实现预期收益、无法及时退出等风险。 此外，基金不承诺保本或最低收益，极端情况下可能存在投资失败及基金亏损的 风险。公司将持续关注基金运作情况，并按照相关法律、法规及规范性文件的要 求及时履行信息披露义务。敬请投资者谨慎决策，注意投资风险。 一、与专业投资机构共同投资概述 根据武汉联特科技股份有限公司（以下简称"公司"或"联特科技"）战略 规划和投资规划，为进一步拓展公司业务领域，更好地借助专业机构的专业力量 及资源优势，整合各方资源，提高公司的综合竞争力。近日，公司与专业投资机 构武汉 ...

联特科技（301205）公告，持股5%以上股东同创光通计划减持不超过170.35万股，占公司总股本 1.3130%。合计持股5%以上股东南海成长同赢及一致行动人苏州同创计划减持不超过170.35万股，占公 司总股本1.3130%。减持期间为公告披露之日起十五个交易日后的三个月内，减持方式为集中竞价或大 宗交易。 ...