来源：上海证券报·中国证券网 上证报中国证券网讯（林铭溱 记者 孔令仪）12月17日，长飞光纤光缆早盘一度涨超10%，最高报42.48港元/股。截至9时58分，长飞光纤光缆涨8.65%，报 41.7港元/股，总市值约313.3亿港元。 | HK 长 飞光纤光缆 | | | | | --- | --- | --- | --- | | 06869 港股通 L2 ▼ | | | | | 39.000 最高 42.480 最低 41.700 → | | | રેત | | 换手 0.070% 总量 24.70万股 金额 8.65% 3.320 | | | 10 | | 总值 313.3亿 市盈 " 51.45 市净 2.42 | | | vm | | A股报价: 96.01 +7.51% | ? (H/A) 比价=0.3 | | | | 分时 五日 月K 更多, | | | | | 均价: 41.235 价格: 41.700 3.320 8.65% | | | | | 421480 10.68% 卖１ 41.340 | | | 60 | | | 41.320 | | 1.5 | | 买1 41.182 | | | | ...

Group 1 - The Hang Seng Index rose by 0.22%, gaining 55 points to reach 25,291 points, while the Hang Seng Tech Index increased by 0.02% with a trading volume of 84.8 billion HKD in the morning session [1] - Yichun City announced the cancellation of 27 mining rights, leading to a surge in lithium stocks, with Ganfeng Lithium rising over 6% and Tianqi Lithium increasing by over 5% [1] - Airlines showed strong performance in November's off-peak season, with Southern Airlines up over 7%, Eastern Airlines up over 5%, and Air China rising by 5% [1] Group 2 - Jiangxi International Resources saw a 6% increase as tungsten prices accelerated, reaching a historical high for tungsten concentrate [1] - Junda Co., Ltd. rose over 6% after its Chuzhou base achieved large-scale production of TOPCon batteries [1] - Changfei Optical Fiber and Cable increased by nearly 11% driven by AI computing power demand [2] Group 3 - Yaojie Ankang-B surged by 18% after announcing positive clinical results for Tiengatin in a sub-journal of The Lancet [3] - Li Ning rose by 4% with the launch of new Dragon Store and Honor Gold Standard product series, expected to create strong synergy [4] - Zhongjiao Holdings increased by 6% as its adjusted annual EBITDA exceeded expectations, with institutions focusing on subsequent classification registration progress [5] Group 4 - Tanwan rose over 4%, accumulating over 30% growth this month, partnering with COEXIST to expand its trendy toy industry layout [6] - Zhaoyan Pharmaceutical increased by over 10% as the price of experimental monkeys rose, with institutions expecting a tight supply-demand situation to persist [7] - Yidu International fell over 12% in the morning session, giving back most of its gains for the month, as Muxi Co., Ltd. listed on the Sci-Tech Innovation Board today [8]

12月15日，长飞光纤发布公告称，其全资子公司长飞资本与控股子公司长芯博创拟共同参与设立"上海 并购私募投资基金三期合伙企业（有限合伙）"。该基金总规模达8.3亿元，长飞光纤子公司合计出资1 亿元，通过布局高端制造、集成电路等国家战略新兴产业，旨在借助专业投资机构资源，拓展产业链投 资机会，提升公司长期竞争力。 智通财经获悉，长飞光纤光缆(06869)涨近10%，截至发稿，涨9.8%，报42.14港元，成交额10.36亿港 元。 消息面上，华泰证券此前研报指出，公司光纤光缆主业在AI算力需求的驱动下，产品结构持续优化。 虽然国内电信侧传统光纤需求短期承压，但面向算力网络的高端产品需求旺盛。在下一代光纤技术方 面，公司空芯光纤的研发与产业化进程全球领先。此外，公司通过子公司长芯博创布局的MPO、 AOC、高速铜缆等光互联组件业务已成为强劲增长点，受益于北美AI数据中心建设，公司海外业务持 续拓展。 本文源自：智通财经网 ...

Core Viewpoint - The CPO concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 1: Stock Performance - Lian Te Technology increased by over 12% [1] - Ju Guang Technology rose by over 10% [1] - Changfei Fiber achieved a 10% limit up [1] - Tianfu Communication and Xin Yi Sheng both saw increases of over 7% [1] - Zhongfu Circuit rose by over 6% [1] - Yongding Co., Guangku Technology, Taicheng Light, Jingwang Electronics, and Tiantong Co. all increased by over 5% [1] - Changxin Bochuang, Dekeli, Zhongji Xuchuang, Guangxun Technology, and Cambridge Technology all rose by over 4% [1]

（文章来源：每日经济新闻） 每经AI快讯，长飞光纤光缆(06869.HK)涨近10%，截至发稿，涨9.8%，报42.14港元，成交额10.36亿港 元。 ...

Core Viewpoint - Changfei Fiber's stock price increased by nearly 10%, driven by strong demand for high-end products in the AI computing sector, despite short-term pressure on traditional fiber demand in the domestic telecom market [1] Group 1: Company Performance - Changfei Fiber's stock rose by 9.8% to HKD 42.14, with a trading volume of HKD 1.036 billion [1] - The company is leading in the research and industrialization of next-generation fiber technology, particularly in hollow-core fiber [1] Group 2: Market Demand - There is a robust demand for high-end products aimed at computing networks, which is offsetting the short-term decline in traditional fiber demand [1] - The company's subsidiary, Changxin Bochuang, is experiencing strong growth in optical interconnection components such as MPO, AOC, and high-speed copper cables, benefiting from the construction of AI data centers in North America [1] Group 3: Strategic Investments - On December 15, Changfei Fiber announced plans to establish a private equity investment fund with a total scale of CNY 830 million, with the company contributing CNY 100 million [1] - The fund aims to invest in high-end manufacturing and integrated circuits, leveraging resources from professional investment institutions to enhance the company's long-term competitiveness [1]

智通财经APP获悉，长飞光纤光缆(06869)涨近10%，截至发稿，涨9.8%，报42.14港元，成交额10.36亿 港元。 消息面上，华泰证券此前研报指出，公司光纤光缆主业在AI算力需求的驱动下，产品结构持续优化。 虽然国内电信侧传统光纤需求短期承压，但面向算力网络的高端产品需求旺盛。在下一代光纤技术方 面，公司空芯光纤的研发与产业化进程全球领先。此外，公司通过子公司长芯博创布局的MPO、 AOC、高速铜缆等光互联组件业务已成为强劲增长点，受益于北美AI数据中心建设，公司海外业务持 续拓展。 12月15日，长飞光纤发布公告称，其全资子公司长飞资本与控股子公司长芯博创拟共同参与设立"上海 并购私募投资基金三期合伙企业（有限合伙）"。该基金总规模达8.3亿元，长飞光纤子公司合计出资1 亿元，通过布局高端制造、集成电路等国家战略新兴产业，旨在借助专业投资机构资源，拓展产业链投 资机会，提升公司长期竞争力。 ...

Group 1 - The stock prices of Changfei Optical Fiber and Cable (06869.HK) increased by 9.43% [2] - Cambridge Technology (06166.HK) saw a rise of 3.09% in its stock price [2] - Huiju Technology (01729.HK) experienced a modest increase of 0.37% [2]

Market Overview - On December 16, the Hang Seng Index fell by 1.54%, closing at 25,235.41 points, with a total net inflow of southbound funds through the Stock Connect amounting to HKD 0.82 billion [1][3] Trading Activity - The total trading volume for the Stock Connect on December 16 was HKD 89.399 billion, with a net inflow of HKD 0.82 billion. Specifically, the Shanghai Stock Connect had a trading volume of HKD 51.919 billion with a net outflow of HKD 1.106 billion, while the Shenzhen Stock Connect had a trading volume of HKD 37.480 billion with a net inflow of HKD 1.188 billion [1][2] Active Stocks - In the Shanghai Stock Connect, Alibaba-W had the highest trading volume at HKD 71.36 billion, followed by Tencent Holdings and Xiaomi Group-W with trading volumes of HKD 23.41 billion and HKD 19.99 billion, respectively. Tencent Holdings had the highest net inflow of HKD 0.63 billion, while Alibaba-W experienced the largest net outflow of HKD 1.012 billion [1][2] - In the Shenzhen Stock Connect, Alibaba-W also led with a trading volume of HKD 42.60 billion, followed by Tencent Holdings and Xiaomi Group-W with HKD 29.11 billion and HKD 14.09 billion, respectively. Xiaomi Group-W had the highest net inflow of HKD 0.459 billion, while Tencent Holdings faced the largest net outflow of HKD 0.432 billion [2] Stock Performance - The closing prices for key stocks on December 16 showed declines: Alibaba-W fell by 2.96%, Tencent Holdings decreased by 1.08%, and Xiaomi Group-W dropped by 2.25% [1][2]

Core Viewpoint - On December 16, China Petroleum & Chemical Corporation (Sinopec) made its first appearance on the Hong Kong Stock Connect active trading list in a month, amidst a total trading volume of 319.39 billion HKD for active stocks, which accounted for 35.73% of the day's total trading amount [1] Group 1: Trading Activity - The total trading volume for Hong Kong Stock Connect on December 16 was 319.39 billion HKD, with a net selling amount of 13.29 billion HKD [1] - Alibaba Group (BABA) led the trading volume with 113.96 billion HKD, followed by Tencent Holdings (TCEHY) at 52.52 billion HKD and Xiaomi Corporation (XIACF) at 34.07 billion HKD [1] - The most frequently listed stocks in the past month were Alibaba and Tencent, each appearing 22 times, indicating strong interest from Hong Kong Stock Connect investors [1] Group 2: Individual Stock Performance - Sinopec's trading volume on December 16 was 6.50 billion HKD, with a net selling of 3.31 billion HKD, and the stock closed down by 1.35% [1] - Tencent Holdings had a trading volume of 52.52 billion HKD with a net buying of 1.98 billion HKD, closing down by 1.08% [1] - Xiaomi Corporation recorded a trading volume of 34.07 billion HKD with a net buying of 6.33 billion HKD, closing down by 2.25% [1] - Alibaba's trading volume was 113.96 billion HKD with a net selling of 6.32 billion HKD, closing down by 2.96% [1]