每经AI快讯，9月26日，港股长飞光纤光缆(06869.HK)跌超7%。截至发稿，跌7.26%，报51.1港元，成 交额11.2亿港元。 （文章来源：每日经济新闻） ...

消息面上，长飞光纤近期发布公告称，9月19日，原第一大股东Draka Comteq B.V.已于2025年通过香港联交所出售公司3759.53万股H股股份，占公司总股本 的5%。此次交易完成后，Draka Comteq B.V.正式完成了对公司H股股票的清仓。值得注意的是，截至今年3月底，DrakaComteqB.V.和中国华信邮电科技有限 公司并列长飞光纤第一大股东，持股比例都是23.73%。 今日， 一度跌超5%，近4个交易日累计跌超10%，截至发稿，跌3.83%，报55.2港元，成交额34.64亿港元。 此外，长飞光纤表示，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。 编辑/KOKO ...

Group 1 - The Hang Seng Index rose by 0.43%, gaining 115 points to reach 26,633 points, while the Hang Seng Tech Index increased by 1.91% with a morning trading volume of HKD 175.8 billion [1] - Contemporary Amperex Technology Co., Limited (CATL) saw its stock price increase by over 5%, reaching a new high since its listing, with Credit Lyonnais raising its target price to HKD 670 [1] - JD Group's stock rose by over 6%, with plans to invest continuously over the next three years to develop a trillion-scale artificial intelligence ecosystem [1] Group 2 - Luoyang Molybdenum Co., Ltd. experienced a 13% increase, reaching a new high, amid supply disruptions in cobalt and copper, and announced a HKD 5 billion equity incentive plan [2] - Zijin Mining Group Co., Ltd. rose by over 6%, benefiting significantly from rising gold and copper prices, with its subsidiary expected to be the second-largest IPO globally this year [2] - Semiconductor stocks continued their upward trend, with Alibaba announcing an expansion in AI capital expenditure, and Goldman Sachs optimistic about long-term demand growth for Chinese AI chips; Hua Hong Semiconductor rose by over 6%, while SMIC increased by nearly 2% [2] Group 3 - China Everbright Holdings Co., Ltd. surged by over 21%, with a cumulative increase of 110% in stock price this year, focusing on key industries including artificial intelligence and semiconductors [3] Group 4 - Jinli Permanent Magnet Co., Ltd. rose by over 6%, with the robotics industry expected to see multiple catalysts, as the company has made early investments in the robotics sector [4] Group 5 - Shanghai Electric Group Co., Ltd. increased by over 6%, with new breakthroughs in the nuclear fusion sector and continued advancements in emerging industries [5] Group 6 - Chery Automobile Co., Ltd. saw its stock price rise by over 8% on its first day of listing [6] Group 7 - Changfei Optical Fiber and Cable Co., Ltd. fell by over 2%, as its former largest shareholder liquidated 23.73% of its shares within six months [7]

此外，长飞光纤表示，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。 消息面上，长飞光纤近期发布公告称，9月19日，原第一大股东Draka Comteq B.V.已于2025年通过香港 联交所出售公司3759.53万股H股股份，占公司总股本的5%。此次交易完成后，Draka Comteq B.V.正式 完成了对公司H股股票的清仓。值得注意的是，截至今年3月底，DrakaComteqB.V.和中国华信邮电科技 有限公司并列长飞光纤第一大股东，持股比例都是23.73%。 长飞光纤（601869）光缆(06869)再跌超6%，截至发稿，跌5.14%，报54.45港元，成交额3.55亿港元。 ...

智通财经APP获悉，长飞光纤光缆(06869)再跌超6%，截至发稿，跌5.14%，报54.45港元，成交额3.55亿 港元。 消息面上，长飞光纤近期发布公告称，9月19日，原第一大股东Draka Comteq B.V.已于2025年通过香港 联交所出售公司3759.53万股H股股份，占公司总股本的5%。此次交易完成后，Draka Comteq B.V.正式 完成了对公司H股股票的清仓。值得注意的是，截至今年3月底，DrakaComteqB.V.和中国华信邮电科技 有限公司并列长飞光纤第一大股东，持股比例都是23.73%。 此外，长飞光纤表示，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。 ...

Group 1 - The company, Feikai Materials, confirmed that it provides coating materials for optical fibers and cables, which are essential in the manufacturing process to protect optical glass fibers from environmental impacts and maintain their mechanical strength and optical performance [2] - The downstream customers of the company primarily include domestic listed companies in the optical fiber and cable industry as well as well-known manufacturing enterprises [2]

经济观察网长飞光纤公告称，信息披露义务人DrakaComteqB.V.于2025年9月19日通过香港联交所大宗交 易方式出售公司3759.5万股H股股份，占上市公司总股本的5.00%。此次权益变动后，DrakaComteqB.V. 不再持有公司H股股份。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

Core Viewpoint - Draka Comteq B.V. has sold its entire stake in Changfei Fiber, reducing its shareholding from 5.00% to 0.00%, which has led to significant market reactions and reflects the company's ongoing financial challenges [1][3]. Group 1: Shareholding Changes - Draka Comteq B.V. sold 37,595,300 H-shares of Changfei Fiber on September 19, 2025, representing 5.00% of the total share capital [1]. - The sale was executed at a closing price of HKD 61.6 per share, resulting in a cash inflow of approximately HKD 2.316 billion [1]. - Prior to this sale, Draka Comteq B.V. was one of the founding shareholders, holding a significant 37.50% stake at the company's inception [1]. Group 2: Financial Performance - In 2024, Changfei Fiber reported a revenue of CNY 12.197 billion, a decline of 8.65% year-on-year, marking the second consecutive year of revenue decrease [3]. - The net profit attributable to shareholders for 2024 was CNY 676 million, down 47.91%, indicating significant pressure on profitability [3]. - In contrast, the first half of 2025 showed improvement, with revenue reaching CNY 6.384 billion, a year-on-year increase of 19.38%, and a net profit of CNY 386 million, up 11.3% [3].

Group 1 - Longfly Fiber's largest shareholder, DrakaComteq B.V., completely divested its holdings, selling 37.5953 million H-shares on September 19, 2025, and no longer holds any shares in the company [2] - As of March 31, 2025, both DrakaComteq B.V. and China Huaxin Post and Telecommunications Technology Co., Ltd. are the largest shareholders of Longfly Fiber, each holding 180 million shares, representing 23.73% of the total shares [2] - From the beginning of the second quarter of 2025 until now, DrakaComteq B.V. has sold all of its 180 million shares, during which Longfly Fiber's A-shares rose by 259.2% and H-shares increased by 297.42% [2] Group 2 - Longfly Fiber's stock price surged over four times from HKD 11.93 per share at the beginning of the year to HKD 61.6 per share on September 19, 2025, while the A-share price increased by over three times during the same period [3] - In 2024, Longfly Fiber faced revenue pressure, reporting operating income of CNY 12.197 billion, a year-on-year decrease of 8.65%, and a net profit attributable to shareholders of CNY 676 million, down 47.91% year-on-year [3] - In the first half of 2025, the company achieved operating income of CNY 6.384 billion, a year-on-year increase of 19.38%, while the net profit attributable to shareholders was CNY 296 million, down 21.71% year-on-year [3] Group 3 - The market has shown increasing interest in optical fiber and cable products related to computing data centers, particularly hollow-core fibers; however, Longfly Fiber stated that these products currently represent a small proportion of global demand for optical fibers and cables [4] - The application of hollow-core fibers is still in its early stages, lacking scale sales and stable pricing and profit levels, with no significant impact on the company's financial data yet [4] - In July 2025, China Mobile launched its first commercial hollow-core fiber, with Longfly Fiber being the sole bidder at an actual bid price of approximately CNY 36,000 per core kilometer [4]

Group 1 - The South Korean Ministry of Economy and Finance announced a temporary anti-dumping duty on single-mode optical fibers originating from China, effective from September 19, 2023, until January 18, 2024 [1] - The anti-dumping duty rate is set at 43.35% for Jiangsu Hengtong Optic-Electric Co., Ltd., Yangtze Optical Fibre and Cable Joint Stock Limited Company, Hangzhou Jingxin Communication Technology Co., Ltd., and other related companies and Chinese manufacturers/exporters [1] - The products affected fall under South Korea's tax code 9001.10.0000, excluding low-loss optical fiber bundles, optical cables, and single-mode optical fibers specified as G.652.D primarily used for optical devices [1]