2025.09. 18 9月18日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 *ST创兴公告，公司董事长刘鹏因涉嫌犯罪，于2025年9月18日收到杭州市公安局上城区分局的拘留 通知。目前，刘鹏正在公安机关配合调查，其接受调查事项与公司无关。公司董事会根据《公司法》 《公司章程》的有关规定，经董事推举，在刘鹏无法正常履行相关职责期间，由公司董事兼总经理杨 喆代行董事长及公司法定代表人职责。代行职责的期限自推举之日起至刘鹏恢复履行职责或选举产生 新任相关职务人员之日止。 天普股份：股价短期上涨幅度极大，未来存在快速下跌的风险 天普股份公告，公司股价短期上涨幅度极大，目前已积累巨大交易风险，公司股价已严重偏离上市公 司基本面，未来存在快速下跌的风险。 兰石重装：甘肃国投无偿受让兰石集团90%股权 成为间接控股股东 长盈精密：公司与宇树科技之间不存在股权关系 长盈精密公告，公司未发现近期公共传媒报道了可能对公司股票交易价格产生重大影响的未公开重大 信息，但关注到近期公司"互动易"平台有多个问题，咨询公司是否持有宇树科技的股权，公司自 2025年7月29日起，在 ...

Group 1 - The company's A-share stock experienced a cumulative price deviation exceeding 20% from September 16 to September 18, 2025, indicating abnormal trading fluctuations [1] - In the first half of 2025, the global optical fiber and cable industry faced challenges such as insufficient demand in the telecom market and declining average prices [1] - The company reported total operating revenue of approximately RMB 6.384 billion in the first half of 2025, an increase of about 19.38% year-on-year, while net profit attributable to shareholders was approximately RMB 296 million, a decrease of about 21.71% year-on-year [1] Group 2 - The company noted a high market interest in optical fiber and cable products related to data centers, particularly hollow-core fibers, which are still in the early stages of application and have not yet formed stable sales or profit levels [2] - The hollow-core fiber business has not yet had a significant impact on the company's financial data [2] - As of September 18, 2025, the company's A-share stock rolling price-to-earnings ratio was approximately 141 times, indicating a risk of being overvalued [3]

Core Viewpoint - The stock of Changfei Optical Fiber and Cable experienced significant price fluctuations, with a cumulative increase of over 20% from September 16 to September 18, 2025, prompting an investigation into abnormal trading behavior [1] Company Performance - In the first half of 2025, the company reported total revenue of approximately RMB 6.384 billion, representing a year-on-year increase of about 19.38% [1] - The net profit attributable to shareholders was approximately RMB 296 million, reflecting a year-on-year decline of about 21.71% [1] Market Conditions - The global optical fiber and cable industry continues to face challenges, including insufficient effective demand in the telecommunications market and declining average prices [1] - The demand for optical fiber and cable products related to data centers is currently low, with hollow-core fibers being an emerging product that has not yet achieved stable sales or profit levels [2] Stock Valuation - As of September 18, 2025, the company's A-share stock had a rolling price-to-earnings (P/E) ratio of approximately 141 times, indicating a potential risk of overvaluation [3]

智通财经APP讯，长飞光纤(601869.SH)公告，公司股票价格2025年9月16日至2025年9月18日连续三个 交易日收盘价格涨幅偏离值累计超过20%，股价波动幅度较大。 公告称，公司注意到近期市场对算力数据中心相关光纤光缆产品，尤其是空芯光纤关注度较高。目前与 数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小，其中，空芯光纤作为行业前沿产 品，其应用仍处于早期阶段，尚未形成规模销售、尚未形成稳定的价格及利润水平，后续业务发展也有 待于产业链的进一步成熟。目前，空芯光纤相关业务尚未对公司财务数据产生明显影响。 ...

Core Viewpoint - The company has noted a rising market interest in optical fiber and cable products related to computing power data centers, particularly in hollow core fibers, which are still in the early application stage and have not yet formed stable sales, pricing, or profit levels [1] Industry Summary - Currently, optical fiber and cable products related to data centers account for a small proportion of the total global demand for optical fiber and cable [1] - Hollow core fiber, as a cutting-edge product in the industry, has not yet achieved significant sales volume or stable pricing and profit levels, indicating that further business development is contingent on the maturation of the industry chain [1] - The current hollow core fiber-related business has not had a noticeable impact on the company's financial data [1]

Core Viewpoint - Changfei Fiber's stock price increased by nearly 6%, reaching HKD 48.58 with a trading volume of HKD 1.138 billion, following significant advancements in optical communication technology [1] Company Summary - Lumenisity's research team, supported by Microsoft, announced the development of a new type of hollow-core fiber that achieved the lowest signal attenuation level ever recorded, marking a major breakthrough in optical communication technology [1] - Changfei Fiber is highlighted by Zhongtai Securities for its leading hollow-core technology production capacity and successful bids in related projects [1] - Changfei has successfully laid the world's first 7-core submarine fiber optic cable, indicating a significant advancement in China's submarine space division multiplexing communication technology [1] Industry Summary - Minsheng Securities reports a surge in capital expenditure for AI data centers, leading to increased demand for high-end fiber applications [1] - The rapid development of generative AI and the fast iteration of AI models have created substantial demand for computing power, driving the construction of data centers [1] - Major North American cloud service providers, including Microsoft, Google, META, and Amazon, are projected to have a total capital expenditure of approximately USD 95.8 billion by Q2 2025, reflecting a year-on-year growth of about 64%, with an optimistic outlook for annual demand [1] - The ongoing construction of domestic and international data centers is expected to drive steady growth in demand for related products from companies like Changfei Fiber [1]

Group 1 - The company, Shanda Electric Power (301609), indicated that its products are suitable for the power construction segment of computing data centers, covering areas such as substations, transmission, and consumption of electricity [1]

Core Viewpoint - Changfei Fiber Optics (601869) and its subsidiary Changfei Optical Cable (06869) experienced a significant decline in stock price, dropping over 10% and currently trading at 46.34 HKD with a transaction volume of 3.549 billion HKD following the release of their interim performance report [1] Financial Performance - For the first half of the year, the company reported a revenue of 6.385 billion RMB, representing a year-on-year increase of 19.4% [1] - The net profit for the same period was 296 million RMB, showing a decline of 21.7%, with earnings per share at 0.39 RMB [1] - In the second quarter alone, total revenue reached 3.491 billion RMB, up 17.88% year-on-year, while the net profit attributable to shareholders fell by 54.96% to 144 million RMB [1] Market Trends and Product Focus - The company noted a rising market interest in optical fiber and cable products related to data centers, particularly in hollow-core fibers [1] - Products related to data centers currently account for a small proportion of the total global demand for optical fibers and cables [1] - Hollow-core fibers, as a cutting-edge product in the industry, have not yet achieved scale sales or stable pricing and profit levels, indicating significant uncertainty in future applications and business development [1] - The current hollow-core fiber business has not yet had a noticeable impact on the company's financial data [1]

Group 1 - The core viewpoint of the article highlights that Changfei Optical Fiber and Cable's stock dropped over 9% following the release of its interim results, indicating market disappointment with the company's performance [1] - For the first half of the year, the company reported a revenue of 6.385 billion RMB, representing a year-on-year increase of 19.4%, while net profit fell by 21.7% to 296 million RMB, with earnings per share at 0.39 RMB [1] - In the second quarter alone, total revenue reached 3.491 billion RMB, up 17.88% year-on-year, but the net profit attributable to shareholders plummeted by 54.96% to 144 million RMB [1] Group 2 - The company noted a growing market interest in optical fiber and cable products related to data centers, particularly in hollow-core fibers, which are considered cutting-edge products [1] - Despite the interest, products related to data centers account for a small proportion of global demand for optical fibers and cables, and hollow-core fibers have not yet achieved scale sales or stable pricing and profit levels [1] - The current business related to hollow-core fibers has not significantly impacted the company's financial data, indicating a level of uncertainty regarding future applications and business development [1]

此外，公司表示，注意到近期市场对算力数据中心相关光纤光缆产品，尤其是空芯光纤的关注度较高。 与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小，其中，空芯光纤作为行业前沿产 品，目前尚未形成规模销售、尚未形成稳定的价格及利润水平，后续应用场景及业务发展有待于产业链 的进一步成熟，存在较大不确定性。目前，空芯光纤相关业务尚未对公司财务数据产生明显影响。 消息面上，长飞光纤光缆公布中期业绩，上半年营业收入63.85亿人民币，同比增加19.4%；纯利2.96亿 元，下滑21.7%，每股收益39分。不派息。单看第二季度，营业总收入34.91亿元，同比上升17.88%，第 二季度归母净利润1.44亿元，同比下降54.96%。 智通财经APP获悉，长飞光纤光缆(06869)绩后跌超9%，截至发稿，跌9.17%，报48.14港元，成交额8.27 亿港元。 ...