证券代码：301205 证券简称：联特科技 公告编号：2025-021 武汉联特科技股份有限公司 关于持股5%以上股东减持股份预披露的公告 持股5%以上股东武汉同创光通管理咨询合伙企业（有限合伙）、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公告内容与信息披露义务人提供的信息一致。 特别提示： 持有武汉联特科技股份有限公司（以下简称"公司"）股份8,190,680.00 股（占公司总股本比例6.3130%）的股东武汉同创光通管理咨询合伙企业（有限 合伙）（以下简称"同创光通"）计划自本公告披露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的方式减持本公司股份合计不超过1,703,500.00 股（占公司总股本比例1.3130%）。 合计持有公司股份7,527,420.00股（占公司总股本比例5.8017%）的股东 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 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于武汉联特科技股份有限公司 2024 年年度股东大会的 法律意见书 国枫律股字[2025]A0176 号 致：武汉联特科技股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见证 贵公司 2024 年年度股东大会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《律师事务所从事证券法律业务管理 办法》（以下简称"《证券法律业务管理办法》"）、《律师事务所证券法律业务执业规则（试 行）》（以下简称"《证券法律业务执业规则》"）等相关法律、行政法规、规章、规范性文 件及《武汉联特科技股份有限公司章程》（以下简称"《公司章程》"）的规定，就本次会 议的召集与召开程序、召集人资格、出席会议人员资格、会议表决程序及表决结果等事 宜，出具本法律意见书。 对本法律意见书的出具，本所律师特作如下声明： 1 3 ...

证券代码：301205 证券简称：联特科技 公告编号：2025-020 武汉联特科技股份有限公司 2024年年度股东大会决议公告 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 一、会议召开和出席情况 （一）会议召开情况 召开时间：2025年5月14日（星期三）14:00 召开地点：武汉市东湖新技术开发区九龙湖街 19 号，A 栋办公楼 召开方式：采用现场投票与网络投票相结合的方式 召集人：董事会 主持人：董事长、总经理张健先生 会议召开的合法性及合规性：经公司第二届董事会第十二次会议审议通过， 决定召开2024年年度股东大会，召集程序符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定。 （二）会议出席情况 1、股东出席的总体情况 参加本次股东大会现场和网络投票表决的股东及股东代理人共144人，代表 有表决权的公司股份数合计为76,254,020股，占公司有表决权股份总数 129,744,000股的58.7727%。其中：通过现场投票的股东共7人，代表有表决权的 公司股份数合计为75,618,420股，占公司有表决权股份总数129,7 ...

Group 1 - The core point of the news is that the A-share market, particularly the AI sector represented by optical modules, has seen a significant rise due to the strong performance of Nvidia, with the ChiNext AI Index increasing by 2% [1][4] - Nvidia's stock surged by 5.63%, reaching its highest level since February 27, which positively influenced other chip manufacturers and the AI industry sentiment in China [4] - The ChiNext AI Index has rebounded over 20% since its low on April 8, outperforming other broad indices such as the ChiNext Index and the CSI AI Index [1][3] Group 2 - Key stocks in the AI sector, such as Bochuang Technology and Xinyi Sheng, saw significant gains, with Bochuang Technology rising over 10% and Xinyi Sheng increasing by more than 6% [1][4] - The Huabao ChiNext AI ETF (159363) also experienced a rise of over 2%, indicating strong investor interest in AI-related investments [1][4] - The optical module industry is expected to maintain high growth potential due to increasing demand for AI infrastructure and applications, supported by both policy and market needs [5][4]

A股CPO概念股反复活跃，联特科技涨逾5%，博创科技涨逾3%，太辰光、新易盛、德科立涨逾2%。 ...

Group 1 - The core viewpoint of the news highlights the significant progress made in the recent China-U.S. trade talks, which has positively impacted related sectors such as CPO and artificial intelligence [1][3] - The China-U.S. high-level economic and trade talks held on May 10-11 in Geneva resulted in important consensus and substantial progress, with both sides agreeing to establish a consultation mechanism [1][3] - The AI sector, particularly the ChiNext AI index, has shown strong performance, rebounding over 21% since its low on April 8, outperforming other indices [4][5] Group 2 - The first-ever ChiNext AI ETF, managed by Huabao, has seen a positive opening, with a trading volume exceeding 20 million yuan, indicating strong market interest [1][5] - Analysts suggest that the AI sector will be a key investment theme in May, driven by both domestic and international capital expenditure trends in AI [3][4] - The performance of the ChiNext AI index from 2020 to 2024 shows annual fluctuations, with notable gains in 2021 and 2022, indicating potential for future growth [4][6]

Core Viewpoint - The A-share optical communication sector is experiencing overall positive performance in 2024, particularly in the optical module segment, driven by the rapid evolution of AI technology and the resulting surge in computing power demand [1][2]. Group 1: Industry Performance - More than half of the 59 companies in the A-share optical communication sector reported improved performance in 2024, with 24 companies achieving profit growth, 7 companies turning losses into profits, and 3 companies reducing losses [1]. - Key players in the optical module market, such as Chengdu Xinyiseng Communication Technology Co., Ltd., Wuhan LianTe Technology Co., Ltd., and Zhongji Xuchuang Co., Ltd., saw net profit increases exceeding 100% year-on-year [1][2]. Group 2: Revenue and Profit Growth - Zhongji Xuchuang reported revenue of 23.862 billion yuan, a year-on-year increase of 122.64%, and a net profit of 5.171 billion yuan, up 137.93% [2]. - Xinyiseng achieved revenue of 8.647 billion yuan, growing 179.15%, with a net profit of 2.838 billion yuan, an increase of 312.26% [2]. - LianTe Technology's revenue reached 891 million yuan, up 47.11%, and net profit was 92.9526 million yuan, growing 250.99% [2]. Group 3: Market Dynamics - The growth in performance is attributed to the development of AI technology and the explosive demand for computing power, which has significantly increased the demand for data center computing equipment [2]. - The Chinese optical module market is becoming increasingly competitive, with domestic manufacturers achieving self-sufficiency in 400G optical modules and expanding into 800G products expected to ramp up in the second half of 2024 [2]. Group 4: R&D Investments - Companies are increasing R&D investments to capture the high-end optical module market, with Zhongji Xuchuang's R&D expenses reaching 1.244 billion yuan, a 68.26% increase [3]. - Wuhan Guangxun Technology Co., Ltd. plans to establish a research and production base for high-end optical electronic silicon optical chips, focusing on 800G, 1.6T, and 3.2T optical module development [4]. - The integration of AI and optical communication is expected to create innovative applications across various sectors, including smart healthcare and autonomous transportation [4].

统联精密公告，2024年营业收入8.14亿元，同比增长44.93%。归属于上市公司股东的净利润7463.31万 元，同比增长26.99%。公司拟向全体股东每10股派发现金红利1.5元(含税)，合计拟派发现金红利 2370.97万元(含税)，占2024年度合并报表中归属于上市公司股东净利润的比例为31.77%。 ...

Core Viewpoint - The regulatory scrutiny on Shenwan Hongyuan's underwriting practices has intensified, particularly concerning the IPO project of Hainuo Environmental Industry Co., Ltd, highlighting issues related to internal controls over R&D expenditures and previous warnings received by the company [1][5][6]. Group 1: Regulatory Actions - The Shenzhen Stock Exchange has taken self-regulatory measures against Shenwan Hongyuan Securities and its representatives due to inadequate oversight in the Hainuo IPO project [1][5]. - Hainuo's application for an IPO was previously questioned by the Shenzhen Stock Exchange regarding the composition and accounting of R&D expenses, indicating ongoing concerns about financial disclosures [2][3]. Group 2: Financial Performance - Hainuo's R&D expenses from 2020 to the first half of 2023 were reported as 3.60 million, 9.34 million, 10.23 million, and 4.24 million yuan, representing 2.57%, 3.79%, 4.06% of its revenue respectively, showing a trend of increasing R&D investment [2]. - The company has faced challenges in its IPO attempts, having previously failed twice before this current attempt [4]. Group 3: Previous Violations - Shenwan Hongyuan has a history of regulatory penalties related to its underwriting practices, particularly concerning R&D investment issues, indicating a pattern of compliance failures [5][7]. - The company has been criticized for not adequately verifying the accuracy of R&D personnel and expenditures in previous IPO applications, leading to significant discrepancies in reported figures [7][8].

| 301053 | 远信工 | 0.5900 | 4835.74 | 164.10 | 61638.28 | 26.31 | | --- | --- | --- | --- | --- | --- | --- | | | 业 | | | | | | | 301116 | 益客食 | 0.2200 | 10016.94 | 158.59 | 2083727.00 | -4.80 | | | 品 | | | | | | | 300473 | 德尔股 | 0.2200 | 3242.75 | 151.73 | 451348.48 | 4.98 | | | 份 | | | | | | | 300135 | 宝利国 | 0.0240 | 2230.22 | 149.91 | 196947.19 | -8.23 | | | 际 | | | | | | | 688076 | 诺泰生 | 1.8800 | 40439.00 | 148.19 | 162480.19 | 57.21 | | | 物 | | | | | | | 688118 | 普元信 | 0.0710 | 654.66 | 141.79 | 41983.35 ...