格隆汇2月13日丨长江通信(600345.SH)公布，为了持续优化资产结构，推动公司高质量发展，经与杭州 晨晓各股东方协商一致，公司拟以定向减资方式退出杭州晨晓4.66%股权，减资金额为公司所持杭州晨 晓4.66%股权对应部分的权益价值为910.26万元（具体减资价款以股东方共同协商并拟签署的《减资协 议》及交易实际履行情况为准）。本次交易完成后，公司将不再持有杭州晨晓的股权。 ...

武汉长江通信产业集团股份有限公司 证券代码：600345 证券简称：长江通信 公告编号：2026-007 关于减资方式退出参股公司杭州晨晓科技股份有限 公司股权的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 交易简要内容：武汉长江通信产业集团股份有限公司（以下简 称"公司"）持有杭州晨晓科技股份有限公司（以下简称"杭州晨晓"） 1,202,485 股股份，占杭州晨晓总股本比例为 4.66%，公司拟以定向 减资方式退出所持杭州晨晓股权。 本次交易不构成关联交易。 本次交易不构成重大资产重组。 根据《公司章程》及《上海证券交易所股票上市规则》的有 关规定，本次交易无须提交股东会审议。 风险提示：本次交易涉及的《减资协议》尚未签订，尚待杭 州晨晓相关股东方履行内部审批流程及对应的工商变更登记程序， 包括为实现减资登记变更而应履行的向债权人公示、通知等流程， 能否顺利完成，存在不确定性。 一、交易概述 公司于 2023 年 10 月 19 日第九届董事会第二十次会议以 9 票同 意，0 票反对，0 票 ...

证券代码：600345 证券简称：长江通信 公告编号：2026-006 武汉长江通信产业集团股份有限公司 关于授权择机出售股票资产的公告 本次出售股票资产计划存在时间、数量、价格的不确定性，存 在是否按期实施完成的不确定性。由于证券市场股价波动性大，出售 股票资产收益存在较大的不确定性。 公司于 2026 年 2 月 13 日召开了第十届董事会第十三次会议，审 议通过了《关于授权择机出售股票资产的议案》。具体情况如下： 一、交易概述 （一）本次交易的基本情况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 交易简要内容：截至公告披露日，武汉长江通信产业集团股份 有限公司（以下简称"公司"）持有长飞光纤光缆股份有限公司（以 下简称"长飞光纤"）118,837,010 股股份，占长飞光纤总股本比例 为 14.35%，公司拟通过证券交易所集中竞价方式出售长飞光纤不超 过 100 万股股票，占长飞光纤总股本的比例为 0.12%，交易价格根据 市场价格确定。 本次交易不构成关联交易。 本次交易不构成重大资产重组。 本次交 ...

Core Viewpoint - The company plans to sell up to 1 million shares of Changfei Fiber, representing 0.12% of its total share capital, with an expected transaction value of 227 million yuan [1] Group 1 - As of February 13, 2026, the company holds 119 million shares of Changfei Fiber, accounting for 14.35% of its total share capital [1] - The board of directors has approved the sale, which is subject to shareholder meeting approval [1] - The sale period will be 12 months from the date of shareholder approval, with the selling price determined by the market [1] Group 2 - The transaction does not constitute a related party transaction or a major asset restructuring, and it will not change the company's shareholding position [1]

长江通信公告称，公司持有杭州晨晓120.25万股股份，占其总股本4.66%，拟以定向减资方式退出。此 前公开挂牌转让未征集到受让方。减资金额为对应权益价值910.26万元，交易完成后将不再持股。杭州 晨晓2025年1-6月营收2454.94万元、净利润334.69万元。此次减资预计增利润总额208.46万元，有利于 增加现金流。不过，《减资协议》未签，审批及工商变更存不确定性。 ...

格隆汇2月10日丨长江通信(600345.SH)涨8.31%，报43.930元，股价创历史新高，总市值144.80亿元。 ...

Core Insights - The satellite industry ETF (159218) showed resilience with a 0.3% increase, driven by significant developments in the sector, particularly SpaceX's plans to launch "Starlink Phone" and direct internet connection devices, marking a shift in global satellite internet competition [1][2][3] Market Dynamics - The introduction of "Starlink Phone" aims to connect consumer devices like smartphones directly to satellite networks, potentially increasing the user base from millions to billions, thus breaking previous market ceiling perceptions and opening vast growth opportunities for the entire industry [3] - The focus on high-tech requirements for terminal antennas, RF chips, and baseband chips indicates a shift in value distribution within the industry, with investors concentrating on segments with the highest technological barriers that are likely to benefit from this ecological transformation [3] Investment Implications - Continuous global strategic investments are expected to generate stable demand and orders across the satellite manufacturing, rocket launching, and ground operation sectors, suggesting that the investment logic transcends short-term market fluctuations [4] - The satellite industry ETF (159218) is positioned to benefit from external stimuli that lead to the revaluation of domestic industry value [4]

Core Viewpoint - The A-share market has seen a significant rise in certain commercial aerospace concept stocks, indicating a positive trend in this sector [1]. Group 1: Stock Performance - Zhonghuan Hailu (301040) increased by 13.28%, with a total market value of 3.967 billion and a year-to-date increase of 39.73% [2]. - Changjiang Communication (600345) rose by 10.01%, with a market capitalization of 13.2 billion and a year-to-date increase of 15.41% [2]. - Juliy Suoj (002342) saw a 9.00% increase, with a market value of 19.8 billion and a remarkable year-to-date increase of 123.70% [2]. - Changguang Huaxin (688048) increased by 7.11%, with a market capitalization of 23.8 billion and a year-to-date increase of 7.88% [2]. - Tongguang Cable (300265) rose by 6.99%, with a market value of 8.019 billion and a year-to-date increase of 27.99% [2]. - Jiangshun Technology (001400) increased by 6.22%, with a market capitalization of 6.744 billion and a year-to-date increase of 44.55% [2]. - Xunwei Communication (300136) rose by 5.71%, with a market value of 79.6 billion and a year-to-date increase of 32.68% [2]. - Changlan Technology (002879) increased by 5.39%, with a market capitalization of 4.345 billion and a year-to-date increase of 21.16% [2].

格隆汇2月6日｜A股市场部分商业航天概念股走强，其中，中环海陆涨超13%，长江通信10CM涨停， 巨力索具涨9%，长光华芯涨超7%，通光线缆、江顺科技涨超6%，信维通信、长缆科技涨超5%。 ...

| 中威电子 | 11.74 +4.73% +1.29% | | --- | --- | | 创 300270 | | | 华脉科技 | 19.55 +4.66% +14.80% | | 603042 融 | | | 凯旺科技 | 53.88 +3.86% +42.52% | | 创 301182 融 | | （文章来源：上海证券报） | | | 光纤概念股盘初上扬。杭电股份6天5板，长江通信、长飞光纤触及涨停，烽火通信、中威电子等多股跟涨。消息面上，根据华泰证券研报，2026年1月， 中国市场G.652.D单模光纤价格创下近七年来的新高，平均价格来到35元/芯公里以上。 ...