通信线缆及配套板块走高，通鼎互联此前涨停，长飞光纤、长盈通、特发信息、亨通光电、中天科技等 跟涨。 ...

Core Viewpoint - Wuhan Changying Tongguang Technology Co., Ltd. is a high-tech enterprise focusing on optoelectronic technology, showing strong development momentum and technical strength in the optoelectronic industry [1] Group 1: Company Overview - The company specializes in five major areas: special optical fiber cables, special optical devices, new materials, high-end equipment, and optoelectronic systems [1] - It provides primary metrology calibration and testing services in the optoelectronic industry [1] Group 2: Industry Challenges - The integration of 5G, AI, and cloud computing technologies demands higher network construction standards for industrial innovation [3] - Traditional park networks faced issues such as bandwidth bottlenecks, operational burdens, and limited expansion capabilities, which hindered research efficiency and production accuracy [3] Group 3: Network Upgrade Solutions - Huawei's Starry Sky PEN solution addresses the network challenges faced by the company, offering unique advantages [6] - The solution features a core bandwidth of 160GE, allowing for ultra-broad access with 96 10G ports, significantly reducing network latency and ensuring stable connections for precision manufacturing [6][7] - The simplified operation and maintenance structure reduces management nodes by 80%, enabling faster fault location and response times [7] Group 4: Future Prospects - The implementation of the Starry Sky PEN solution enhances research efficiency, reduces operational costs, and accelerates production capacity upgrades [7] - Huawei aims to continue empowering the company through network technology innovation, supporting its digital transformation and exploring pathways for industrial intelligence upgrades [7]

证券日报网讯12月17日晚间，长盈通发布公告称，截至本公告披露日，上市公司及其控股子公司对外担 保总额为1，680万元(含本次担保)，占公司最近一期经审计净资产的比例为1.44%。其中公司对控股子 公司提供的担保总额为1，680万元(含本次担保)，占公司最近一期经审计净资产的比例为1.44%。截至 本公告披露日，公司不存在逾期担保情况或涉及诉讼的担保情况。 ...

证券代码：688143 证券简称：长盈通 公告编号：2025-084 武汉长盈通光电技术股份有限公司 关于为全资子公司提供担保的进展公告 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。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | 武汉光谷长盈通计量有限公司（以 下简称"长盈通计量"）。 | | | | --- | --- | --- | --- | --- | --- | | 担 保 | 对 | 本次担保金额 | 1,680.00 | 万元 | | | 象 | | 实际为其提供的担保余额 | 1,680.00 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 1,680 | | 子公司对外担保总额（万元） | | | 对外担保 ...

Core Insights - The report emphasizes the importance of "globalization and AI+" in advancing high-quality development in the defense and military industry, highlighting the need for modernization and efficiency improvements in military systems [5][30][34] - The investment strategy focuses on balancing value and growth, with traditional sectors entering an S-curve evolution phase while new demands and replacements coexist [5][30] Section Summaries 1. Current Development Stage from the S-Curve Perspective - The defense and military industry is in a growth phase, with traditional sectors experiencing rapid development during the previous five-year plan, but not yet entering a slowdown [16][26] - The S-curve model indicates that the industry lifecycle includes multiple product lifecycles, with the current focus on extending product lifespans through innovation [23][24] 2. S-Curve Cycle Expansion - Global military trade remains robust, emphasizing the importance of lifecycle management from equipment to services [9][18] - The report anticipates that the demand for large aircraft and low-altitude economic activities will accelerate due to supportive policies [9][28] 3. S-Curve Cycle Evolution - Supply chain reforms are crucial for reducing costs and complexity, enhancing the focus on maintenance and repair services [9][33] - The integration of unmanned systems and intelligent technologies is expected to drive significant advancements in military capabilities [9][51] 4. New Cycle of the S-Curve: Emerging Industries - The report identifies commercial aerospace, AI, controllable nuclear fusion, quantum information, and deep-sea technology as key areas for future growth [9][57][65] - The acceleration of technological advancements and policy support is expected to unlock new market opportunities in these sectors [9][58] 5. Investment Recommendations - The report recommends focusing on companies that align with the evolving S-curve, particularly those involved in supply chain reform, maintenance, and unmanned systems [5][30] - Specific companies highlighted for investment include 航发动力, 中航高科, and 国睿科技, among others, which are positioned to benefit from these trends [6][9]

Core Insights - The defense and aerospace industry is experiencing sustained high demand, particularly in the two aircraft sectors and commercial aerospace, which are seen as new growth drivers [2][5][13] - The report highlights the increasing frequency of commercial space launches, with companies like SpaceX targeting a valuation of $1.5 trillion as they prepare for an IPO [5][14] - Investment opportunities are identified in various sectors, including domestic demand and overseas expansion, AI-driven upgrades in military technology, and the potential for new materials and technologies in aviation and space [5][15] Industry Overview - The report notes that the demand for high-end aviation equipment is expected to continue, with significant opportunities for domestic engine replacements in the civil aviation market [23] - The commercial aerospace sector is seeing a notable increase in aircraft deliveries, with a reported 44% year-on-year growth in the delivery of wide-body aircraft as of October 2025 [5][13] - The report emphasizes the importance of strategic partnerships, such as the long-term supply agreement between Yingliu Aviation and Ansaldo Energia, which marks a shift towards large-scale collaboration [5][13] Company Analysis - Companies like AVIC Shenyang Aircraft Corporation and AVIC Xi'an Aircraft Industry Group are highlighted for their potential to benefit from increased domestic and international demand [15][29] - The report discusses the strong growth prospects for companies involved in AI-driven military upgrades, recommending a focus on firms like Ruichuang Micro-Nano and AVIC Optoelectronics [15][18] - The financial outlook for key companies is optimistic, with projected earnings growth and favorable valuation metrics, such as a dynamic PE ratio of approximately 40X for Ruichuang Micro-Nano [18][19] Market Performance - The report indicates that the China Securities Military Industry Index has shown a weekly increase of 2.53%, with a year-to-date increase of 27.99% as of the report date [36] - The military sector has outperformed major indices, indicating strong investor interest and confidence in the defense and aerospace markets [36] Investment Recommendations - The report suggests focusing on companies that are well-positioned to capitalize on the expanding domestic and international markets, particularly those involved in military and aerospace technology [15][23] - Specific companies recommended for investment include AVIC Shenyang, AVIC Xi'an, and Ruichuang Micro-Nano, among others, due to their strategic positioning and growth potential [15][18][29]

Core Viewpoint - Changying Tong has completed the wafer fabrication of its third-generation fiber optic gyroscope photon chip and is currently processing wafers, with samples expected to be launched next year [2] Group 1: Product Development - The third-generation fiber optic gyroscope photon chip is designed to significantly reduce costs while effectively enhancing performance [2] - The product is anticipated to have broad prospects in both military and civilian markets [2]

证券日报网讯 12月5日，长盈通在互动平台回答投资者提问时表示，公司股东人数在定期报告中有所披 露，详情请查看公司在上海证券交易所官网披露的定期报告。 （文章来源：证券日报） ...

证券日报网讯 12月5日，长盈通在互动平台回答投资者提问时表示，公司暂时没有向谷歌直接供货。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月5日，长盈通在互动平台回答投资者提问时表示，公司已经加快1.6T及以上更高速率 产品的测试进度。更多通道数、更小尺寸的衍生产品是行业发展趋势。 ...