Group 1 - The A-share market experienced a collective pullback in the commercial aerospace sector, with several companies hitting their daily limit down [1] - Notable declines included Beihua Co. and Torch Electronics, which both reached the daily limit down, while Hongyuan Electronics, Tongda Co., and Kunheng Shunwei fell over 8% [1] - Other companies such as Gaode Infrared and Shunhao Co. dropped more than 7%, and Jiuding New Materials, BaoTi Co., Tengjing Technology, Changying Tong, Qianzhao Optoelectronics, Changguang Huaxin, and Huafeng Technology saw declines exceeding 6% [1]

Group 1 - CPO and other computing hardware stocks experienced a downward trend on January 29, with notable declines in share prices [2] - Yidong Electronics saw a drop of over 9%, while Shengyi Technology fell by more than 6% [2] - Industrial Fulian and Sihui Fushi both decreased by over 5%, with Huafeng Technology and Changguang Huaxin also following suit [2]

证券日报网讯1月28日，长光华芯发布公告称，公司预计2025年度实现营业收入约46，851.34万元，同 比增加约71.84%；归属于母公司所有者的净利润约1，877.51万元，较上年同期增加约11，851.10万 元。 ...

报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进一步拓展了下游应 用市场，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 公司在巩固主营业务的同时，积极把握光通信、激光传感等领域的市场机遇。光通信领域的相关产品与 解决方案开始为营业收入带来新的增长点。新业务的发展，拓展了公司产品在新兴市场的应用，使得公 司业务结构更加多元，为公司长远发展打开了新的成长空间。 智通财经APP讯，长光华芯(688048.SH)发布2025年度业绩预告，预计2025年度实现归属于母公司所有 者的净利润约1,877.51万元，与上年同期(法定披露数据)相比，将增加约11,851.10万元。预计实现归属 于母公司所有者的扣除非经常性损益的净利润约-3,691.08万元，与上年同期(法定披露数据)相比，将增 加约10,869.64万元。 ...

报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进一步拓展了下游应 用市场，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 公司在巩固主营业务的同时，积极把握光通信、激光传感等领域的市场机遇。光通信领域的相关产品与 解决方案开始为营业收入带来新的增长点。新业务的发展，拓展了公司产品在新兴市场的应用，使得公 司业务结构更加多元，为公司长远发展打开了新的成长空间。 长光华芯(688048.SH)发布2025年度业绩预告，预计2025年度实现归属于母公司所有者的净利润约 1,877.51万元，与上年同期(法定披露数据)相比，将增加约11,851.10万元。预计实现归属于母公司所有 者的扣除非经常性损益的净利润约-3,691.08万元，与上年同期(法定披露数据)相比，将增加约10,869.64 万元。 ...

Core Viewpoint - Changguang Huaxin (688048.SH) expects significant revenue and profit growth for the fiscal year 2025, driven by its focus on high-power semiconductor laser technology and expansion into new markets [1] Financial Performance - The company anticipates a revenue of approximately RMB 468.51 million for 2025, an increase of about RMB 195.87 million, representing a year-on-year growth of approximately 71.84% [1] - The projected net profit attributable to the parent company is around RMB 18.78 million, an increase of approximately RMB 118.51 million compared to the previous year [1] - The expected net profit attributable to the parent company after deducting non-recurring gains and losses is approximately RMB -36.91 million, which reflects an increase of about RMB 108.70 million year-on-year [1] Business Development - The company continues to deepen its focus on the high-power semiconductor laser sector, leveraging its technological advancements and product performance to expand its downstream application markets [1] - In addition to consolidating its core business, the company is actively seizing market opportunities in optical communication and laser sensing, with related products and solutions beginning to contribute to revenue growth [1] - The development of new business areas has diversified the company's product applications in emerging markets, opening new growth avenues for long-term development [1]

2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 证券代码：688048 证券简称：长光华芯 公告编号：2026-003 苏州长光华芯光电技术股份有限公司 2025 年度业绩预告 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 （二）新业务贡献增量，培育新增长曲线 公司在巩固主营业务的同时，积极把握光通信、激光传感等领域的市场机遇。 光通信领域的相关产品与解决方案开始为营业收入带来新的增长点。新业务的发 展，拓展了公司产品在新兴市场的应用，使得公司业务结构更加多元，为公司长 远发展打开了新的成长空间。 二、上年同期业绩情况 2024 年度，公司营业收入为 27,263.96 万元，归属于母公司所有者的净利润 为-9,973.59万元，扣除非经常性损益后归属于母公司所有者的净利润为-14,560.72 万元。 三、本期业绩变化的主要原因 （一）高功率系列产品收入增长，巩固主营业务基础 报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性 ...

Group 1 - The core viewpoint of the news is the performance and market position of Changguang Huaxin, which saw a stock price increase of 6.28% to 129.89 yuan per share, with a total market capitalization of 22.897 billion yuan [1] - Changguang Huaxin specializes in the research, manufacturing, and sales of semiconductor laser chips, devices, and modules, with its main revenue sources being high-power single-tube series (76.98%), VCSEL and optical communication chips (11.47%), high-power bar series (5.54%), and others [1] - The company was established on March 6, 2012, and went public on April 1, 2022, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, the Industrial Bank of China Rui Xin Fund has a significant position in Changguang Huaxin, with the Science and Technology Innovation 200 ETF holding 5,848 shares, representing 1.44% of the fund's net value [2] - The Science and Technology Innovation 200 ETF has achieved a year-to-date return of 17.13% and ranks 228 out of 5,548 in its category, with a total fund size of 50.8623 million [2] - The fund manager, He Shun, has a tenure of 2 years and 101 days, with the best fund return during this period being 82.8% [3]

Group 1 - Long光华芯's stock price increased by 3.83% on January 22, with a trading volume of 1.191 billion yuan, and a net financing buy of -13.7387 million yuan for the day [1] - As of January 22, the total margin balance for Long光华芯 was 1.256 billion yuan, with a financing balance of 1.255 billion yuan, accounting for 5.72% of the circulating market value, indicating a high level compared to the past year [1] - The company has a significant portion of its revenue from high-power single-tube series (76.98%), followed by VCSEL and optical communication chips (11.47%) [1] Group 2 - As of September 30, the number of shareholders for Long光华芯 increased by 25.49% to 18,200, while the average circulating shares per person decreased by 20.31% to 5,835 shares [2] - For the period from January to September 2025, Long光华芯 reported a revenue of 339 million yuan, representing a year-on-year growth of 67.42%, and a net profit attributable to shareholders of 20.9426 million yuan, up 133.04% year-on-year [2] - Since its A-share listing, Long光华芯 has distributed a total of 115 million yuan in dividends, with 47.46 million yuan distributed over the past three years [3]

Core Viewpoint - The average stock price of the STAR Market is 48.62 yuan, with significant price variations among stocks, indicating a robust market performance and investor interest in high-value stocks [1]. Group 1: Stock Performance - A total of 441 stocks on the STAR Market rose today, while 151 declined, reflecting overall positive market sentiment [1]. - The highest closing price was recorded by Cambrian-U at 1353.87 yuan, which increased by 0.81% [1]. - Among stocks priced over 100 yuan, the average increase was 2.52%, with notable gainers including Longxin Technology and Chipone Microelectronics [1]. Group 2: Price Premiums - The average premium of stocks priced over 100 yuan relative to their issue price is 524.18%, with the highest premiums seen in companies like Shuwei New Materials and Anji Technology [1]. - The premium rates for these companies are 6144.67%, 2186.27%, and 2002.61% respectively, indicating strong investor confidence [1]. Group 3: Industry Concentration - The majority of stocks priced over 100 yuan are concentrated in the electronics, computer, and machinery sectors, with 48, 13, and 12 stocks respectively [1]. Group 4: Capital Flow - The net inflow of main funds into stocks priced over 100 yuan today was 35.98 billion yuan, with leading inflows from Haiguang Information and SMIC [2]. - Conversely, the stocks with the highest net outflows included Zhenlei Technology and Baiwei Storage, with outflows of 406.05 million yuan and 326.70 million yuan respectively [2]. Group 5: Margin Trading - The total margin balance for stocks priced over 100 yuan is 127.72 billion yuan, with Cambrian-U and SMIC having the highest balances of 15.18 billion yuan and 13.27 billion yuan respectively [2].