Fiberhome Telecommunication Technologies Co Ltd

The Cyberspace Administration of China, together with four regional cyberspace administrations and five leading large-model enterprises, has launched a one-year special initiative to enhance IPv6 capabilities for AI large models, promoting full IPv6 support for generative AI applications. Industry estimates show that the domestic IPv6-related industry exceeded 80 billion yuan in 2025. The market for equipment room hardware upgrades and supporting solutions driven by the migration of government, enterprise, IDC, and computing centers to IPv6 single-stack exceeds 300 billion yuan, with deployment spanning 2026 to 2030. Among the 31 A-share IPv6 concept stocks, ZTE, Inspur Information, and Unisplendour all have market capitalizations exceeding 100 billion yuan. Institutions forecast that Inspur Information, Unisplendour, and FiberHome Technologies will all see net profit growth exceeding 30 percent this year and next. As of July 28, leveraged funds had net bought 643 million yuan of Unisplendour, 196 million yuan of Inspur Information, and 60 million yuan of Star-Net Ruijie.

On the evening of July 10, multiple listed companies on the Shanghai and Shenzhen stock exchanges released important announcements. Lifecome Biochemistry clarified that it has no brain-computer interface related businesses or products. Tuojing Technology plans to acquire 82.97% of Wuxi Shangji, 100% of Shanghai Taina Micro, and 100% of Wuxi Kuanxing through a combination of share issuance and cash payment, along with a配套 fundraising, and its shares will resume trading on July 13. Linewell Software has been placed under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws. Wu Yizhong, the actual controller, chairman, and general manager of Tianyuan Intelligent, has been released from detention. The controlling shareholder of Dynamic Power is set to change to Hongmian Sci-Tech Innovation, with shares resuming trading on the 13th. Rike Chemical plans to acquire 70.75% of Genyuan New Materials, adding new energy battery electrolyte material business, and its shares will resume trading on the 13th. CGN Nuclear Technology plans to raise between 850 million and 1.25 billion yuan through a private placement to its controlling shareholder. Shaanxi Blower Power plans to acquire the remaining 36.06% stake in Qinfeng Gas, with shares resuming trading on the 13th. FiberHome Telecommunication plans to raise no more than 2.913 billion yuan through a private placement and intends to acquire 60% of Fujikura FiberHome for 500 million yuan. China Merchants Energy Shipping plans to spend no more than 1.51 billion yuan to build one bulk carrier and four container ships. The wholly-owned subsidiary of LUSTER LightTech plans to sell no more than 334,800 shares of Zhipu. In terms of performance, CITIC Securities expects its first-half net profit to increase by 69.59% year-on-year, Shannon Semiconductor expects an increase of 2,117.54% to 2,434.34%, and China Vanke expects a loss of 12 billion to 15 billion yuan. A controlling subsidiary of Dongyangguang has signed a computing power service contract worth 13 billion to 15 billion yuan. Monalisa has received a commitment letter for a special repurchase loan of no more than 90 million yuan from a financial institution.