光通信模块板块领涨，上涨2.71%，其中天通股份上涨10.0%，腾景科技上涨9.46%，光库科技上涨 8.21%，罗博特科、长飞光纤、联特科技涨超5%。（第一财经AI快讯） ...

Core Viewpoint - The CPO concept sector leads the market with a rise of 2.24%, indicating strong investor interest and potential growth in this area [1] Group 1: Stock Performance - Tiantong Co., Ltd. saw a significant increase of 10.0% [1] - Guangku Technology experienced an 8.21% rise [1] - Robotec Co. reported a 6.2% increase [1] - Changfei Optical Fiber, Dekeli, and Liante Technology all rose over 5% [1]

Group 1 - The optical communication module sector experienced an initial rise of 2.71% on September 4, with notable increases in several companies [1] - Tiantong Co., Ltd. saw a significant increase of 10.0%, while Tengjing Technology and Guangku Technology rose by 9.46% and 8.21% respectively [1] - Other companies such as Robotech, Changfei Optical Fiber, and Liante Technology also reported gains exceeding 5% [1]

Group 1 - The electronic chemicals sector increased by 0.71% compared to the previous trading day, with Siquan New Materials leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Group 2 - The electronic chemicals sector saw a net inflow of 425 million yuan from main funds, while retail and speculative funds experienced net outflows of 220 million yuan and 203 million yuan, respectively [2] - The table provided shows the net inflow and outflow of funds for various companies within the electronic chemicals sector, highlighting significant movements in stocks such as Tiantong Co., Jianghua Micro, and Siquan New Materials [2]

Group 1 - The company has agreed to a land use rights storage agreement with the Haining Salt Official Town People's Government, involving the storage of industrial land and buildings at a total assessed price of 76,562,867 yuan [1][2] - The company has completed the vacating and handover of one of the properties as of July 2023, while still utilizing another property for its manganese-zinc production line [1][2] - A supplementary agreement was signed on September 2, 2025, allowing the company to forgo a one-time economic compensation of 3,513,435 yuan due to the ongoing use of the manganese-zinc production line [2] Group 2 - The supplementary agreement stipulates that the company must complete the relocation of the manganese-zinc production line by December 31, 2029, and if not completed, further negotiations will be required [2] - The signing of the supplementary agreement is expected to support the company's ongoing production needs and ensure stable operations of the manganese-zinc production line [2] - The execution of this agreement is not anticipated to have a significant impact on the company's current financial status, core business layout, or long-term operational plans [2][3]

证券代码：600330 证券简称：天通股份 公告编号：2025-048 天通控股股份有限公司 关于部分土地使用权收储事项的进展公告 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、准确性和完整性承担法律责任。 一、土地使用权收储概况 天通控股股份有限公司（以下简称"公司"）2020 年 2 月 25 日召开的七届 二十次董事会审议通过了《关于海宁市盐官镇人民政府收储公司部分工业土地和 地面建筑及其附属物的议案》，同意海宁市盐官镇人民政府收储公司位于海宁市 盐官镇郭店井泉路西海国用（2010）第 00834 号、海宁市盐官镇郭店井泉路 8 号海国用（2010）第 00835 号的工业用地和地面建筑及其附属物。收储价格以评 估价合计 76,562,867 元以及根据"海政发（2015）12 号"文件中对被收储方的 停产停业损失，按国有土地使用权和有证房屋（不含装修、附属物）评估价的 6%给予一次性经济补偿 3,513,435 元来确定，合计本次收储补偿总金额为人民币 80,076,302 元。双方于 2020 年 2 月 25 日签署了《土地有偿收储协议》，具 ...

Group 1 - The core viewpoint is that lithium niobate crystals are becoming essential raw materials for manufacturing RF filters and electro-optic modulators due to their excellent piezoelectric and optoelectronic properties [1] - The market demand for lithium niobate crystals is expected to continue strong growth driven by the rapid development of technologies such as 5G communication, AI, and AR [1]

Group 1 - The company, Tiantong Co., Ltd. (600330.SH), clarified that its main business does not involve rare earth elements [1] - The company's soft magnetic products are exported to foreign markets [1]

Group 1 - The A-share market saw a rebound in CPO concept stocks, with notable gains in several companies [1] - Changfei Fiber reached the daily limit increase, while Zhongji Xuchuang rose over 9% [1] - Other companies such as Shijia Photon, Guangku Technology, and Tiantong Co. also experienced significant increases, with gains exceeding 6% [1] Group 2 - Detailed stock performance includes: - Changfei Fiber (code: 601869) increased by 10% with a market cap of 69 billion and a year-to-date increase of 205.92% [2] - Zhongji Xuchuang (code: 300308) rose by 9.23% with a market cap of 466 billion and a year-to-date increase of 240.96% [2] - Shijia Photon (code: 688313) increased by 7.75% with a market cap of 39 billion and a year-to-date increase of 418.23% [2] - Guangku Technology (code: 300620) reported a 6.81% increase with a market cap of 26.7 billion and a year-to-date increase of 120.71% [2] - Tiantong Co. (code: 600330) saw a 6.04% increase with a market cap of 13.2 billion and a year-to-date increase of 51.29% [2]

Group 1 - The CPO concept stocks in the A-share market have rebounded, with notable gains in several companies [1] - Changfei Fiber has reached the daily limit increase, while Zhongji Xuchuang has risen over 9% [1] - Other companies such as Shijia Photon, Guangku Technology, and Tiantong Co. have also shown significant increases, with gains exceeding 6% [1] Group 2 - The following companies have reported their stock performance: - Changfei Fiber (code: 601869) increased by 10% with a total market value of 69 billion and a year-to-date increase of 205.92% [2] - Zhongji Xuchuang (code: 300308) rose by 9.23% with a market value of 466 billion and a year-to-date increase of 240.96% [2] - Shijia Photon (code: 688313) increased by 7.75% with a market value of 39 billion and a year-to-date increase of 418.23% [2] - Guangku Technology (code: 300620) rose by 6.81% with a market value of 26.7 billion and a year-to-date increase of 120.71% [2] - Tiantong Co. (code: 600330) increased by 6.04% with a market value of 13.2 billion and a year-to-date increase of 51.29% [2] - Other companies such as Juguang Technology, Zhili Fang, and Jufei Optoelectronics also reported gains between 4% to 5% [2]