武汉长盈通光电技术股份有限公司 舆情管理制度 第一章 总则 第一条 为提高武汉长盈通光电技术股份有限公司（以下简称"公司"）应 对各类舆情的能力，建立快速反应和应急处置机制，充分发挥网络互动优势，正 确把握和引导网络舆论导向，及时、妥善处理各类舆情对公司股价、公司商业信 誉及正常生产经营活动造成的影响，切实保护投资者合法权益，根据相关法律、 法规、规范性文件及《公司章程》的规定，结合公司实际，制订本制度。 第二条 本制度所称舆情包括： （一）报刊、电视、网络等媒体对公司进行的负面报道； （二）社会上存在的已经或将给公司造成不良影响的传言或信息； （三）可能或者已经影响社会公众投资者投资取向，造成股价异常波动的信 息； （四）其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较 大影响的事件信息。 第二章 舆情管理的组织体系及其工作职责 第三条 公司舆情管理实行统一领导、统一组织、快速反应、协同应对的工 作机制。 第四条 公司成立应对舆情管理工作领导小组（以下简称"舆情工作组"）， 由公司董事长任组长，董事会秘书任副组长，成员由公司其他高级管理人员及相 关职能部门负责人组成。 第五条 舆情工作组是公司各 ...

投资者关系管理制度 武汉长盈通光电技术股份有限公司 第一章 总则 第一条 为了规范武汉长盈通光电技术股份有限公司（以下简称"公司"） 治理结构，加强公司与投资者和潜在投资者（以下统称"投资者"）之间 的沟通，促进公司诚信自律、规范运作，提升公司的投资价值，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》"）、《上市公司投资者关系管理工作 指引》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》等法律、法规、规范性文件及《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》"），制定本制度。 第二条 投资者关系管理是指公司通过便利股东权利行使、信息披露、 互动交流和诉求处理等工作，加强与投资者之间的沟通，增进投资者对公司 的了解和认同，以提升公司治理水平和企业整体价值，实现公司价值最大化 和切实保护投资者目的的相关活动。 第三条 投资者关系管理工作应严格遵守《公司法》《证券法》等有关法 律、法规及证券监管部门、上海证券交易所有关业务规则的规定。 第四条 公司开展投资者关系活动时应注意尚未公布信息及内部信息 的保密，防止泄密及因 ...

独立董事应当独立履行职责，不受公司及其主要股东、实际控制人等单位或 者个人的影响。 武汉长盈通光电技术股份有限公司 独立董事工作细则 第一章 总则 第一条 为进一步完善武汉长盈通光电技术股份有限公司（以下简称"公司"） 法人治理结构，促进公司规范运作，保障公司独立董事依法行使职权，切实保护 投资者的合法权益不受损害，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》"）、《国 务院办公厅关于上市公司独立董事制度改革的意见》等和《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》"）的相关规定和要求，并参照 《上市公司独立董事管理办法》（以下简称"《独立董事管理办法》"）的规定， 特制定本细则。 第二条 独立董事是指不在公司担任除董事外的其他职务，并与公司及其主 要股东、实际控制人不存在直接或者间接利害关系，或者其他可能影响其进行独 立客观判断关系的董事。 独立董事对公司及全体股东负有忠实与勤勉义务，应当按照法律、行政法规、 中国证券监督管理委员会（以下简称"中国证监会"）规定、上海证券交易所业 务规则和《公司章程》的规定，认真履行职责，在董事 ...

武汉长盈通光电技术股份有限公司 信息披露暂缓与豁免事务管理制度 第一章 总则 第一条 为规范武汉长盈通光电技术股份有限公司（以下简称"公司 "）信息 披露暂缓、豁免行为，督促公司及相关信息披露义务人（以下简称"信息披露义 务人"）依法合规地履行信息披露义务，根据《中华人民共和国证券法》（以下简 称"《证券法》"）、《上市公司信息披露暂缓与豁免管理规定》（以下简称《豁免 管理规定》）《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"） 、《上海证券交易所科创板上市公司自律监管指引第1号——规范运作》（以下简称" 《监管指引》"）等法律、法规、自律规则及《武汉长盈通光电技术股份有限公司 信息披露管理办法》等公司制度， 结合公司实际情况，制定本制度。 第二条 公司和相关信息披露义务人按照《豁免管理规定》《上市规则》《监管 指引》及其他相关法律、法规、规范性文件的规定，办理信息披露暂缓、豁免业务 的，适用本制度。 第三条 公司和相关信息披露义务人应当披露的信息存在《豁免管理规定》《上 市规则》《监管指引》及上海证券交易所其他相关业务规则中规定的可暂缓、豁免 信息披露的情形的，可以无须向上海证券交易所申请， ...

武汉长盈通光电技术股份有限公司 重大信息内部报告制度 第一章 总则 第一条 为保证武汉长盈通光电技术股份有限公司（以下简称"公司"） 信 息披露及时、准确、真实、完整，明确公司重大信息的收集和管理办法，完善信息报 告联络渠道，确保公司规范运作，根据《中华人民共和国公司法》《中华人民共 和国证券法》《上市公司信息披露管理办法》《上海证券交易所科创板股票上 市规则》（以下简称"《上市规则》"）、《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信息披露管 理办法》等有关规定，结合公司实际，特制定本制度。 第二条 公司重大信息内部报告制度是指当出现、发生或即将发生可能对本 公司股票及其衍生品种交易价格产生较大影响的情形或事件时，按照本制度规定 负有报告义务的有关人员、部门和单位，应及时将重大信息通过证券部、董事会秘 书向公司董事长、董事会报告的制度。 第三条 本制度的目的是通过明确报告义务人在识别、知悉或者应当知悉重大事 项时的报告义务和报告程序，保证公司信息披露的真实、准确、完整、及时，避免出 现信息披露不及时、虚假信息披露、误导性陈述或重大遗漏等信息披露违规的情形 ...

长盈通公告，第三季度营收为7699.84万元，同比增长65.50%；净利润为167.66万元。前三季度营收为 2.69亿元，同比增长46.77%；净利润为3078.63万元。 ...

Investment Rating - The report maintains a "Positive" outlook for the defense and military industry [6] Core Insights - The 20th Central Committee's Fourth Plenary Session emphasizes the importance of military equipment construction, indicating that the military equipment development is expected to accelerate with the implementation of the 14th Five-Year Plan [9][12] - The successful testing of the Zhuque-3 rocket marks a significant advancement in reusable rocket technology, which is anticipated to lower launch costs and accelerate satellite networking [14][17] - The military sector's stock prices have stabilized recently, with a focus on both domestic and international demand, highlighting the investment value in the military industry [18] Summary by Sections Investment Suggestions and Targets - The report suggests focusing on military electronics, new domains, and the aerospace propulsion chain, with specific stock recommendations including: - Military Electronics: Aerospace Electric (002025, Buy), Zhonghang Optical (002179, Buy), and others [18] - New Domains: Haige Communication (002465, Buy) and others [18] - Aerospace Propulsion Chain: Xibei Superconductor (688122, Buy) and others [18] - Military Trade/Main Equipment: Zhonghang Shenfei (600760, Unrated) and others [18] Industry Performance - The defense and military industry index increased by 2.81%, underperforming compared to the Shanghai Composite Index [21][22] - The report notes that the military industry has shown resilience, with a focus on key components and materials as demand rises [18][21] Recent Developments - The report highlights significant recent events in the military sector, including successful military exercises and advancements in military technology [30][31]

Group 1 - The core viewpoint of the news is the performance and market position of Changying Tong, a company specializing in optical fiber gyroscope technology, which has seen a stock price increase of 5.01% to 43.36 CNY per share, with a total market capitalization of 5.584 billion CNY [1] - Changying Tong was established on May 18, 2010, and went public on December 12, 2022. The company focuses on the research, production, and sales of optical fiber ring core devices and solutions, primarily targeting the military inertial navigation sector [1] - The revenue composition of Changying Tong includes: optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment and others (4.17%) [1] Group 2 - According to data from the top ten holdings of funds, one fund under Qianhai Kaiyuan has a significant position in Changying Tong, holding 294,500 shares, which accounts for 7.92% of the fund's net value, making it the second-largest holding [2] - The Qianhai Kaiyuan Hong Kong-Shenzhen Strong Domestic Industry Fund (004321) has achieved a year-to-date return of 12.01% and a one-year return of 19.85%, ranking 5443 out of 8154 and 3778 out of 8025 in its category, respectively [2] - The fund manager, Wei Chun, has been in position for nearly 7 years, with the fund's total assets amounting to 1.197 billion CNY and a best return of 144.91% during his tenure [3]

Core Viewpoint - Changying Technology's stock rose by 5.1% to 42.43 CNY per share, with a total market capitalization of 5.464 billion CNY, indicating positive market sentiment towards the company [1] Company Overview - Wuhan Changying Technology Co., Ltd. was established on May 18, 2010, and went public on December 12, 2022. The company specializes in the research, production, sales, and service of optical fiber gyroscope core components, particularly optical fiber rings, and is recognized as a national-level specialized and innovative "little giant" enterprise [1] - The company's main business revenue composition includes: optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment and others (4.17%) [1] Fund Holdings - Changsheng Fund has a significant holding in Changying Technology, with its Changsheng Aerospace Marine Mixed A Fund (000535) increasing its stake by 22,300 shares in the second quarter, holding a total of 178,800 shares, which represents 3.91% of the fund's net value [2] - The fund has achieved a year-to-date return of 18.37%, ranking 4281 out of 8162 in its category, and a one-year return of 16.92%, ranking 4321 out of 8024 [2] Fund Manager Information - The fund manager of Changsheng Aerospace Marine Mixed A Fund is Wang Bingfang, who has been in the position for 3 years and 93 days. The fund's total asset size is 370 million CNY, with the best and worst returns during his tenure being -8.91% and -47.99%, respectively [3]

Core Viewpoint - The announcement details the results of Wuhan Changyingtong Optoelectronic Technology Co., Ltd.'s issuance of shares and cash payment for asset acquisition, including the number of shares issued, pricing, and the completion of necessary procedures for the transaction [2][4][30]. Group 1: Issuance Overview - The company issued 6,406,376 shares at a price of 21.95 CNY per share [2][30]. - The new shares were registered on October 13, 2025, and are expected to be listed for trading after the lock-up period [2][22]. - The transaction involved a cash payment of 17.38 million CNY, constituting 11% of the total payment for the assets acquired [18]. Group 2: Asset Transfer and Approval Process - The transfer of the target assets has been completed, with the company now holding 100% ownership of the acquired entity [19]. - The transaction has undergone all necessary approvals, including those from the company's board and regulatory bodies [4][5][25][28]. - The independent financial and legal advisors confirmed that the transaction complied with relevant laws and regulations [25][28]. Group 3: Shareholder Changes - Following the issuance, the total share capital of the company increased to 128,780,802 CNY, with the major shareholder's ownership percentage slightly diluted from 22.76% to 21.63% [32][30]. - The control of the company remains unchanged, with the same major shareholder retaining control post-transaction [30][32]. Group 4: Business Strategy and Synergy - The company aims to enhance its capabilities in the fiber optic gyro and optical communication sectors through this acquisition, which is expected to improve overall profitability and operational sustainability [33][34]. - The transaction aligns with the company's strategy to expand its product offerings and market reach in the fiber optic gyro industry [33].