Summary of Conference Call on Thin Film Lithium Niobate (TFLN) and Related Companies Industry Overview - The thin film lithium niobate (TFLN) is identified as a crucial component for achieving single-wave 400G technology, as the silicon photonics path has reached its physical limits [1] - TFLN is recognized for its high electro-optic coefficient and bandwidth capabilities, with laboratory tests achieving over 260Gbaud [1] Key Points on TFLN and Its Applications - The "silicon photonics + TFLN" heterogeneous integration scheme is essential for 3.2T optical modules, balancing cost control with performance enhancement [1] - TFLN is expected to see significant usage in CPO (Co-Packaged Optics) and OIO (Optical Interconnects) scenarios [1] Technical Implementation - The integration process involves slicing TFLN, using Dieto Wafer or Wafer to Wafer techniques, and bonding it to SOI (Silicon On Insulator) wafers to produce high-speed modulator chips [3] - The TFLN serves as the modulation core, while the silicon photonics part handles passive functions like routing and coupling, leveraging CMOS technology for cost efficiency [3] Company Insights Anfu Technology - Anfu Technology has a stake in Yilong Micro, which successfully completed tri-party testing of the world's first single-wave 400Gbps heterogeneous integrated chip in Q2 2025 [3] - The company is set to launch a pilot production line with an annual capacity of 500,000 chips in Q3 2025, focusing on TFLN modulator integration [3] - The expected price for a single heterogeneous integrated modulator for a 3.2T module is projected to reach $200, indicating high margins and significant market potential [3][4] Tiantong Co., Ltd. - Tiantong holds over 50% of the domestic market share for TFLN chips and serves as a supplier to companies like Anfu [4] - The value of products corresponding to each optical module is estimated to be several hundred RMB, with net profit margins exceeding 40% [4] Competitive Landscape - The thin film lithium niobate industry in China is noted for its completeness, providing a significant advantage for domestic manufacturers compared to the indium phosphide industry, which is primarily based in the US and Japan [2] Financial Outlook - Anfu's main business, Nanfu Battery, is projected to generate a profit of 1 billion RMB, contributing to a market valuation of 20 billion RMB [3][4] - The optical communication business is also expected to add another 20 billion RMB in market value [4]

Buybacks and Shareholder Actions - Guizhou Moutai has repurchased a total of 416,900 shares, accounting for 0.0333% of its total share capital, with a total payment of 571 million yuan [1] - Contemporary Amperex Technology Co., Ltd. has repurchased 15,990,800 shares, representing 0.3628% of its total A-share capital, with a total transaction amount of 4.386 billion yuan [2] - SF Holding has repurchased 5,095,850 shares, which is 1.01% of its total share capital, with a total amount of approximately 2 billion yuan [10] - Wireless Media has seen its major shareholders reduce their stakes, with Wensheng Fund and its concerted parties reducing 4% of the total share capital [12] Corporate Actions and Financial Updates - Tai Ling Microelectronics announced that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund, has reduced its stake from 6.95% to 5.97% by selling 2,321,300 shares [3] - Nape Mining has terminated its investment in Swiss Veritas Resources AG due to changes in delivery conditions, with no breach of contract [4] - Huangshan Tourism plans to invest approximately 530 million yuan in the construction of a hotel project, with a total building area of 79,178.15 square meters [8][9] - *ST Jinling's restructuring plan has been approved by the court, allowing the company to enter the execution phase of the plan [7] Performance and Sales - Country Garden reported a contract sales amount of approximately 2.21 billion yuan for January 2026, with a sales area of about 280,000 square meters [11] - Industrial Fulian has accumulated a total buyback fund of 247 million yuan as of January 31, 2026 [17] - Yutong Bus produced 2,167 vehicles in January 2026, a decrease of 15.35% year-on-year [17]

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 黄山旅游：拟投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设 黄山滨江东路12号酒店项目，预计投资金额约为5.3亿元，资金来源为公司自筹资金。该项目位于黄山市中心政务区及商务区核心，总建筑面积79178.15平方 米，目前建筑主体已完成。公司将对既有建筑实施全面改造与品质升级，打造高端酒店。项目建设周期预计为24个月，静态投资回收期为16.14年。 杭电股份：公司股票价格短期涨幅较大 存在交易风险 杭电股份公告称，公司股票价格短期涨幅较大，2026年1月30日至2月3日，公司股票已连续3个交易日以涨停价收盘，公司股票价格涨幅累计达32.97%，显 著高于同行业上市公司。公司最新滚动市盈率为负，市盈率绝对值远高于同行业。公司预计2025年年度实现归属于上市公司股东的净利润-30,000万元左 右，存在经营业绩下降风险。公司特别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 旭光电子：拟定增募资不超过1 ...

每经AI快讯，2月3日，天通股份（600330）公告，公司股票于2026年1月30日、2月2日、2月3日连续三 个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经公司自查，并书面征 询公司控股股东、实际控制人，截至本公告披露日，除公司已披露的事项外，不存在其他应披露而未披 露的重大信息。公司主营业务为电子材料及高端专用装备的研发、制造和销售。经自查，公司目前生产 经营正常，内部生产经营秩序正常，主营业务未发生重大变化，公司不存在其他应披露而未披露的重大 信息。 ...

证券代码：600330 证券简称：天通股份 公告编号：2026-008 天通控股股份有限公司 股票交易异常波动公告 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、准确性和完整性承担法律责任。 重要内容提示： ●天通控股股份有限公司（以下简称"公司"）股票于 2026 年 1 月 30 日、2 月 2 日、2 月 3 日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 ●经公司自查，并书面征询公司控股股东、实际控制人，截至本公告披露日， 除公司已披露的事项外，不存在其他应披露而未披露的重大信息。 ●敬请广大投资者理性决策，注意投资风险。 （二）重大事项情况 经公司自查并向公司控股股东天通高新集团有限公司、实际控制人潘建清先 生书面函证核实，截至本公告披露日，公司控股股东和实际控制人不存在影响公 司股票交易异常波动的重大事项，不存在其他应披露而未披露的重大信息，包括 但不限于重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者 ...

天通股份（600330）(600330.SH)发布股价异动公告称，公司主营业务为电子材料及高端专用装备的研 发、制造和销售。经自查，公司目前生产经营正常，内部生产经营秩序正常，主营业务未发生重大变 化，公司不存在其他应披露而未披露的重大信息。 ...

格隆汇2月3日｜天通控股公告称，公司股票于2026年1月30日、2月2日、2月3日连续三个交易日内日收 盘价格涨幅偏离值累计超20%，属异常波动。经自查，公司生产经营正常，控股股东和实控人无应披露 未披露重大信息。此外，控股股东天通高新集团有限公司及其一致行动人部分股份处于质押状态。2025 年度，公司预计归母净利润亏损1.2亿 - 1.7亿元，扣非净利润亏损1.7亿 - 2.2亿元。公司提示投资者注意 交易、质押、业绩预亏等风险。 ...

智通财经APP讯，天通股份(600330.SH)发布股价异动公告称，公司主营业务为电子材料及高端专用装 备的研发、制造和销售。经自查，公司目前生产经营正常，内部生产经营秩序正常，主营业务未发生重 大变化，公司不存在其他应披露而未披露的重大信息。 ...

Market Overview - The market experienced a rebound with the Shanghai Composite Index and ChiNext Index rising over 1%, while the Shenzhen Component Index increased by more than 2% [1] - The space photovoltaic concept stocks surged, with companies like Dike Co. and Haiyou New Materials hitting the daily limit [1] - CPO and other computing hardware stocks continued their upward trend, with companies such as Robotec and Tiantong Co. also reaching the daily limit [1] - The commercial aerospace sector saw strong performance, with stocks like Aerospace Development and Aerospace Control hitting the daily limit [1] - Overall, more than 4,800 stocks in the Shanghai and Shenzhen markets were in the green, with a total trading volume of 2.56 trillion [1] Hot Topics Photovoltaics - The photovoltaic sector saw significant gains, with stocks like Shuangliang Energy, Aotemi, Lushan New Materials, and Foster hitting the daily limit [4] - Shuangliang Energy's stock price reached 10.10, with a rise of 10.02%, and a market capitalization of 18.925 billion [5] - Lushan New Materials' stock price increased by 10% to 26.51, with a market capitalization of 4.285 billion [6] - The demand for space photovoltaics is expected to grow significantly, with a market size potentially reaching hundreds of billions by 2030 [6] Aerospace - The aerospace sector rebounded sharply, with stocks like Juliyou and Runbei Aerospace hitting the daily limit [7] - SpaceX announced the acquisition of xAI, with a combined valuation expected to reach 1.25 trillion [7][8] - The domestic market is anticipated to enter the era of reusable rockets by 2026, with both commercial and state-owned companies advancing their projects [9] Optical Communication - The optical communication sector experienced a surge, with stocks like Hangdian Co. and Tiantong Co. hitting the daily limit [10] - Alphabet's stock reached a historical high, with expectations for strong fourth-quarter earnings [10] - The OCS project aims to standardize optical switching technology, with significant improvements in network performance reported [12] CPO Technology - CPO technology shipments are projected to scale up significantly from 2026 to 2027, with penetration rates expected to reach 50.6% by 2029 for 3.2T CPO [13]