Core Viewpoint - Suzhou Changguang Huaxin Optoelectronic Technology Co., Ltd. plans to cancel its supervisory board, change its business scope, and revise its articles of association, pending approval from the shareholders' meeting [1][2][3]. Business Scope Changes - The company intends to expand its business scope to include manufacturing and sales of optoelectronic devices, power electronic components, semiconductor discrete devices, and various electronic components, as well as technology services and import-export activities [1][2]. Cancellation of Supervisory Board - The supervisory board will be abolished, with its functions transferred to the audit committee of the board of directors. Relevant provisions in the articles of association will be amended accordingly [2][3]. Revision of Articles of Association - The articles of association will be revised to enhance corporate governance and comply with legal requirements, including the removal of references to the supervisory board and the addition of provisions related to the audit committee [2][3]. Shareholder Meeting Approval - The proposed changes require approval from the shareholders' meeting, and the board of directors will seek authorization to handle the necessary filings [3].

武汉长盈通光电技术股份有限公司 2024年年度股东大会会议资料 证券代码：688143 证券简称：长盈通 武汉长盈通光电技术股份有限公司 会议资料 二○二五年六月 目 录 武汉长盈通光电技术股份有限公司 2024年年度股东大会会议资料 议案八、关于2025年度公司及所属子公司向金融机构申请融资额度的议案 .. 15 附件1：武汉长盈通光电技术股份有限公司2024年度董事会工作报告 ....... 18 附件2：武汉长盈通光电技术股份有限公司2024年度财务决算报告 ......... 30 附件3：武汉长盈通光电技术股份有限公司2024年度监事会工作报告 ....... 37 武汉长盈通光电技术股份有限公司 2024年年度股东大会会议资料 武汉长盈通光电技术股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保 证股东大会的顺利进行，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》")《上市公司股 东会规则》以及《武汉长盈通光电技术股份有限公司章程》（以下简称"《公 司章程》")《武汉长盈通光电技术股份有限公司股东大会议事规则》等相 ...

Core Viewpoint - Bojie Co., Ltd. announced the transfer of its equity stakes in Suzhou Kunyuan Optoelectronics Co., Ltd., retaining a 4.47% ownership after the transaction, which is part of a strategy to recover investment costs and mitigate uncertainties related to equity investments [1][4]. Group 1: Company Overview - Suzhou Kunyuan was established in 2017 and focuses on the R&D, production, and sales of optoelectronic devices and other electronic components [1]. - The company is led by Dr. Chen Yiqiao, an expert from a national-level overseas high-level talent program, and has a team with extensive experience in molecular beam epitaxy (MBE) technology [2]. Group 2: Financial Performance - Suzhou Kunyuan reported revenues of 27.29 million yuan, 38.02 million yuan, and 55.04 million yuan for the years 2022, 2023, and 2024 respectively, indicating stable revenue growth [2]. - The company incurred net losses of 709,400 yuan and 605,280 yuan for the years 2024 and January-February 2025 [1][2]. Group 3: Investment Details - The equity stakes were sold for 20 million yuan and 7.69 million yuan, with the remaining stake valued at 14.43 yuan per share for one investor and 13.71 yuan per share for another [1][3]. - The transaction is expected to generate an estimated investment income of approximately 44.79 million yuan, with direct investment income of about 16.17 million yuan [4].

序号 内容 页码 北京市盈科律师事务所关于武汉长盈通光电技术股份有限公司发行股 份及支付现金购买资产的法律意见书 北京市盈科律师事务所关于武汉长盈通光电技术股份有限公司发行股 份及支付现金购买资产的补充法律意见书（一） 北京市盈科律师事务所 法律意见书 北京市盈科律师事务所 关于武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产的 法律意见书 北京市朝阳区金和东路 20 号院正大中心 2 号楼 19-25 层 北京市盈科律师事务所 法律意见书 目 录 北京市盈科律师事务所 法律意见书 北京市盈科律师事务所 关于武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产的 法律意见书 致：武汉长盈通光电技术股份有限公司 北京市盈科律师事务所（以下简称"本所"）是具有中华人民共和国（以下 简称"中国"）法律执业资格的律师事务所。本所接受武汉长盈通光电技术股份 有限公司（以下简称"长盈通"）的委托，担任长盈通本次拟实施的发行股份及 支付现金购买武汉创联智光科技有限公司、李龙勤、宁波铖丰皓企业管理有限公 司（以下合称"交易对方"）持有的武汉生一升光电科技有限公司（以下简称"标 的公司"）100.00%股权事宜 ...

Core Viewpoint - Shenzhen Guangfeng Technology Co., Ltd. is currently in a critical period of strategic implementation and business transformation, facing some pressure on short-term performance, but remains committed to its strategic direction and continues to invest in R&D for core components and cutting-edge fields, expressing confidence in long-term development and gratitude to shareholders through share repurchase actions [2] Summary of Share Repurchase - As of the announcement date, the company has completed five phases of share repurchase plans since 2022, acquiring a total of 9,440,792 shares for a total expenditure of RMB 158.76 million (excluding transaction fees) [2] - The company approved a share repurchase plan on April 9, 2025, allowing for the repurchase of shares at a price not exceeding RMB 18.50 per share, with a total expenditure between RMB 10 million and RMB 20 million, to be executed within six months [3] - The company completed its 2025 share repurchase plan by April 30, 2025, acquiring 1,414,034 shares, which is 0.3079% of the total share capital, at prices ranging from RMB 13.73 to RMB 14.47 per share, totaling RMB 19.99 million (excluding transaction fees) [4][5] - The repurchased shares will be used for employee stock ownership plans or equity incentives, and if not utilized within three years, will be legally canceled [6][7]

Investment Rating - The investment rating for the company is "Recommended" (maintained) [1] Core Views - The company has experienced rapid revenue growth, particularly in its data center optical module business, which has injected new vitality into its operations [4][8] - In 2024, the company achieved revenue of 252 million yuan, a year-on-year increase of 74.63%, but reported a net profit attributable to shareholders of -6.13 million yuan, a decline of 131.49% year-on-year [4][8] - The first quarter of 2025 showed significant improvement, with revenue of 84.44 million yuan, a year-on-year increase of 40.52%, and a net profit of 14.32 million yuan, a year-on-year increase of 35.93% [4][8] Financial Performance Summary - Revenue growth is projected to continue, with estimates of 433 million yuan in 2025, 600 million yuan in 2026, and 801 million yuan in 2027, reflecting year-on-year growth rates of 71.8%, 38.6%, and 33.4% respectively [6][11] - The company’s gross margin is expected to improve from 33.3% in 2024 to 55.1% by 2027, while net profit margins are projected to rise from -2.4% in 2024 to 25.8% in 2027 [6][11] - The company is focusing on high-margin products in the data center market, with significant advancements in CW silicon optical sources and EML technology [8][9] Market and Product Development - The company has made substantial progress in its data center optical module business, with over one million units of CW 70mW laser devices shipped in 2024 [8][9] - The rapid development of AI technology is driving demand for high-speed optical modules, with the company targeting advancements from 400G/800G to 1.6T and beyond [8][9] - The company is also developing high-power CW light sources to meet the needs of the CPO/silicon photonics integration market, aligning with industry standards [9]

□ 本报记者胡春春 当前，2025年一季报进入披露高峰期。据不完全统计，截至目前，约有近百家江苏上市公司，或在一季 报、或在与投资者交流过程中，明确表示订单充足、订单增长。从整体观察看，今年以来，新兴产业订 单增量较大，传统行业努力稳住营收，海外市场拓展成绩陆续落地，呈现出大单"亮眼"、海外订单占比 增加、高端制造占据盈利点C位等特点，尤其是许多企业海外订单营收占比超过了50%。 政策利好，手握大额订单 扬杰科技董秘范锋斌介绍，目前公司处于满产满销状态，越南二期项目也已启动，预计在2025年底实现 量产。未来公司有望凭借海外渠道和品牌优势加速海外市场渗透，全球化战略将进一步提升公司在国际 市场的综合实力。 无锡的德科立是光电子器件行业比较有代表性的江苏企业。光电子器件企业的发展，离不开国际市场锤 炼与竞争。和扬杰科技一样，德科立也非常重视海外市场的布局。去年，该公司实现营业总收入8.41亿 元，同比增长2.79%；归属净利润1亿元，同比增长9.07%，其中海外市场收入占比逾30%。德科立相关 负责人表示，随着泰国制造基地的投产运营，未来3—5年内，公司海外需求有望攀升，收益弹性或将远 超国内。 光通信行业龙头 ...