烽火通信所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：国资云、数据要 素、信息安全、华为昇腾、MCU概念等。 截至6月30日，烽火通信股东户数12.82万，较上期减少8.49%；人均流通股9102股，较上期增加9.28%。 2025年1月-6月，烽火通信实现营业收入111.17亿元，同比减少19.73%；归母净利润2.87亿元，同比增长 32.02%。 分红方面，烽火通信A股上市后累计派现37.91亿元。近三年，累计派现4.94亿元。 机构持仓方面，截止2025年6月30日，烽火通信十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1575.89万股，相比上期增加24.23万股。南方中证500ETF（510500）位居第六大流通股 东，持股1056.24万股，相比上期增加131.83万股。 资金流向方面，主力资金净流入804.90万元，特大单买入812.79万元，占比6.61%，卖出457.50万元，占 比3.72%；大单买入2562.85万元，占比20.85%，卖出2113.24万元，占比17.20%。 烽火通信今年以来股价涨32.15%，近5个交易日涨5.16%，近20 ...

Group 1 - The core viewpoint is that Fenghuo Communication has experienced a significant decline in stock price, dropping 5.03% on September 4, with a total market value of 30.949 billion yuan and a cumulative decline of 8.43% over four consecutive days [1] - The company, established on December 25, 1999, specializes in the research, production, and sales of network information security products and mobile information products, with its main business revenue composition being 78.51% from communication system equipment, 18.02% from optical fiber cables, 1.98% from data network products, and 1.49% from other sources [1] Group 2 - From the perspective of fund holdings, Zhongyou Fund has a significant position in Fenghuo Communication, with its fund "Zhongyou Information Industry Flexible Allocation Mixed A" (001227) increasing its holdings by 200,000 shares in the second quarter, totaling 1.45 million shares, which represents 3.78% of the fund's net value [2] - The fund has incurred a floating loss of approximately 1.8705 million yuan today and a cumulative floating loss of 3.422 million yuan during the four-day decline [2] - The fund was established on May 14, 2015, with a current scale of 808 million yuan, achieving a year-to-date return of 35.18% and a one-year return of 82.97%, ranking 1586 out of 8180 and 655 out of 7978 respectively [2]

Company Overview - Fenghuo Communication is located in Wuhan, Hubei Province, and was established on December 25, 1999, with its listing date on August 23, 2001 [1] - The company specializes in the research, production, and sales of network information security products and mobile information products [1] - The revenue composition includes: 78.51% from communication system equipment, 18.02% from optical fiber cables, 1.98% from data network products, and 1.49% from other sources [1] Stock Performance - As of September 4, Fenghuo Communication's stock price was 25.12 CNY per share, with a market capitalization of 31.928 billion CNY [1] - The stock has increased by 30.28% year-to-date, but has decreased by 10.29% over the last five trading days [1] - The stock has seen a net outflow of 8.9813 million CNY in principal funds recently, with significant buying and selling activity [1] Financial Performance - For the first half of 2025, Fenghuo Communication reported a revenue of 11.117 billion CNY, a year-on-year decrease of 19.73%, while the net profit attributable to shareholders was 287 million CNY, a year-on-year increase of 32.02% [2] - The company has distributed a total of 3.791 billion CNY in dividends since its A-share listing, with 494 million CNY distributed in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders was 128,200, a decrease of 8.49% from the previous period [2] - The average number of circulating shares per shareholder increased by 9.28% to 9,102 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both increasing their holdings [3]

Company Overview - Fenghuo Communication is located in Wuhan, Hubei Province, and was established on December 25, 1999, with its listing date on August 23, 2001. The company specializes in the research, production, and sales of network information security products and mobile information products [1][2]. Financial Performance - For the first half of 2025, Fenghuo Communication reported operating revenue of 11.117 billion yuan, a year-on-year decrease of 19.73%. However, the net profit attributable to shareholders increased by 32.02% to 287 million yuan [2]. - The company has cumulatively distributed 3.791 billion yuan in dividends since its A-share listing, with 494 million yuan distributed over the past three years [3]. Stock Performance - As of August 29, Fenghuo Communication's stock price was 27.43 yuan per share, with a year-to-date increase of 42.26%. In the last five trading days, the stock rose by 3.28%, and over the past 20 and 60 days, it increased by 24.06% and 33.60%, respectively [1]. - The company has seen a net outflow of 55.32 million yuan in principal funds recently, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 128,200, a decrease of 8.49% from the previous period. The average number of circulating shares per person increased by 9.28% to 9,102 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 15.7589 million shares, an increase of 242,300 shares from the previous period [3].