在AI算力爆发与5G网络升级的双重驱动下，光模块作为光通信核心器件，市场需求持续强劲。2024 年，汇绿生态（001267）通过收购武汉钧恒科技35%股权，战略性切入该赛道，并于2025年初进一步实 现控股（持股51%），确立了上市公司在光模块领域的重点布局。据汇绿生态披露，目前正对武汉钧恒 剩余49%股权进行收购。 日前，汇绿生态副总经理、武汉钧恒董事长彭开盛接受证券时报记者专访时表示，汇绿生态为公司提供 了坚实的支持，当前公司的发展进程显著提速。 "鄂州基地已陆续投入生产，产品核心物料的准备工作也在持续进行中。"彭开盛强调，在光模块行业关 键物料短缺与产能竞赛同步上演的背景下，这些准备为武汉钧恒把握2026年至2027年的行业增长机遇奠 定了坚实基础。 汇绿生态近期披露了对武汉钧恒科技剩余股权的收购案，核心看点之一是后者做出了三年高额业绩增长 承诺。以2024年净利润为基数，按照该承诺，公司净利润年复合增长率接近30%。 在光模块行业迭代加速、竞争加剧的背景下，彭开盛对于上述目标展现出明确信心。他表示，信心根植 于对行业爆发式增长的预判、公司产能的实质性跃迁以及资本协同带来的资源保障。 市场基本盘是信心的 ...

在AI算力爆发与5G网络升级的双重驱动下，光模块作为光通信核心器件，市场需求持续强劲。2024 年，汇绿生态（001267）通过收购武汉钧恒科技35%股权，战略性切入该赛道，并于2025年初进一步实 现控股（持股51%），确立了上市公司在光模块领域的重点布局。据汇绿生态披露，目前正对武汉钧恒 剩余49%股权进行收购。 日前，汇绿生态副总经理、武汉钧恒董事长彭开盛接受记者专访时表示，汇 绿生态为公司提供了坚实的支持，当前公司的发展进程显著提速。 "鄂州基地已陆续投入生产，产品核 心物料的准备工作也在持续进行中。"彭开盛强调，在光模块行业关键物料短缺与产能竞赛同步上演的 背景下，这些准备为武汉钧恒把握2026年至2027年的行业增长机遇奠定了坚实基础。（证券时报） ...

Core Viewpoint - The company plans to acquire a 49% stake in Wuhan Junheng Technology Co., Ltd. from Peng Kaisheng and others through a combination of share issuance and cash payment, while also raising supporting funds [1] Group 1: Transaction Details - The transaction constitutes a related party transaction and a major asset restructuring, but it does not qualify as a restructuring listing [1] - The company's stock will be suspended from trading starting July 22, 2025, and will resume trading on July 28, 2025 [1] - As of the announcement date, no new factors have been identified that would lead to the suspension or alteration of the transaction, and all parties involved are actively advancing the process [1] Group 2: Regulatory Aspects - The transaction is subject to approval by the Shenzhen Stock Exchange and registration by the China Securities Regulatory Commission, indicating a level of uncertainty [1]

证券代码：001267 证券简称：汇绿生态 公告编号：2026-003 汇绿生态科技集团股份有限公司 关于重大资产重组进展的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 重要内容提示： 1、汇绿生态科技集团股份有限公司（以下简称"公司"）于2025年11月29日披露 的《汇绿生态科技集团股份有限公司发行股份及支付现金购买资产并募集配套资金暨关 联交易报告书（草案）（修订稿）》中已对本次交易涉及的有关风险因素及尚需履行的 审批程序进行了详细说明。 2、截至本公告披露日，除《汇绿生态科技集团股份有限公司发行股份及支付现金 购买资产并募集配套资金暨关联交易报告书（草案）（修订稿）》中披露的风险因素外， 公司尚未发现可能导致本次交易中止或者对本次交易方案作出实质性变更的相关事项。 公司将根据相关事项的进展情况，及时履行信息披露义务，请广大投资者关注后续进展 公告。 一、本次交易概述 公司拟以发行股份及支付现金的方式向彭开盛、谢吉平、陈照华、徐行国、顾军、 刘鹏、同信生态环境科技有限公司购买其合计持有的武汉钧恒科技有限公司 49%股权， 并拟向不超过 35 ...

格隆汇2月13日丨汇绿生态(001267.SZ)涨0.93%，报30.250元，股价创历史新高，总市值237.51亿元。 ...

Group 1 - The core point of the article highlights that HuiLv Ecology experienced a trading surge, reaching the daily limit with a transaction volume of 1.773 billion yuan and a turnover rate of 10.72% [2] - The post-trading data indicates that a special seat for the Shenzhen Stock Connect bought 98.0864 million yuan and sold 84.6081 million yuan, resulting in a net purchase of 21.4578 million yuan by one institutional special seat [2] - Additionally, three institutional special seats collectively sold 100 million yuan worth of shares, indicating mixed institutional sentiment towards HuiLv Ecology [2]

Core Viewpoint - The company, Huilv Ecology, is actively exploring and laying out CPO technology based on its accumulated expertise in silicon photonics technology [2] Group 1: Core Technologies - The company possesses multiple core technologies including general optical path technology for silicon optical modules, silicon chip and optical engine technology, self-detection closed-loop control solutions for silicon optical coupling, and synchronous automatic coupling technology with dual lenses [2] - These technological advancements position the company favorably within the silicon photonics sector [2]

Core Viewpoint - HuiLv Ecology experienced a trading limit increase today, with a transaction volume of 1.773 billion yuan and a turnover rate of 10.72% [1] Group 1 - The post-trading data shows that the Shenzhen Stock Connect special seat bought 98.0864 million yuan and sold 84.6081 million yuan [1] - One institutional special seat had a net purchase of 21.4578 million yuan, while three institutional special seats had a net sale of 100 million yuan [1]

Group 1 - The CPO concept stocks in the A-share market collectively declined on February 11, with significant drops observed in several key stocks [1] - Notable declines included Xinyiseng and Zhili Fang, both falling over 5%, while Zhongji Xuchuang, Liant Technology, and Woge Optoelectronics dropped over 4% [1] - Other stocks such as Hengdongguang and Changxin Bochuang experienced declines exceeding 3% [1] Group 2 - Xinyiseng (300502) saw a decrease of 5.32%, with a total market capitalization of 370 billion and a year-to-date decline of 13.62% [2] - Zhili Fang (301312) decreased by 5.09%, with a market cap of 9.316 billion and a year-to-date increase of 53.85% [2] - Zhongji Xuchuang (300308) fell by 4.99%, with a market cap of 58.66 billion and a year-to-date decline of 13.45% [2] - Liant Technology (301205) dropped by 4.51%, with a market cap of 2.37 billion and a year-to-date increase of 8.52% [2] - Woge Optoelectronics (603773) decreased by 4.46%, with a market cap of 7.937 billion and a year-to-date change of -0.14% [2] - Other notable declines included Changxin Bochuang (300548) down 3.88% with a market cap of 46.3 billion and a year-to-date increase of 11.75% [2]

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].