（文章来源：证券日报） 证券日报网讯 2月3日，亨通光电在互动平台回答投资者提问时表示，截至2025年9月30日，公司股东人 数为191817户。 ...

证券日报网讯 2月3日，亨通光电在互动平台回答投资者提问时表示，在空芯光纤领域，公司成功中标 中国移动宁夏公司2025年至2026年空芯光缆采购项目，并与中国联通联合部署，成功开通并投入运营中 国联通首条商用空芯光纤光缆线路。 （文章来源：证券日报） ...

证券之星消息，2月3日通信设备板块较上一交易日上涨2.95%，德科立领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。通信设备板块个股涨跌见下表： 从资金流向上来看，当日通信设备板块主力资金净流入1.34亿元，游资资金净流入363.62万元，散户资金 净流出1.38亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002792 通宇通讯 | | | 10.59 Z | 27.43% | -5.72 Z | -14.83% | -4.86 Z | -12.60% | | 600105 | 永鼎股份 | | 9.06亿 | 14.28% | -4.81 Z | -7.58% | -4.25 Z | -6.70% | | 300394 | 天孚通信 | | 6.10亿 | 3.76% | -1.36 Z | -0. ...

[Table_Report] 相关报告 通信设备及服务《基金持仓占比涨幅位列第一， AI 算力产业链持续向好》2026.01.26 通信设备及服务《20 万颗"星海"压境，商业航 天格局优化》2026.01.12 通信设备及服务《AI 基建赋能，全新连接开启》 2025.11.04 通信设备及服务《基金持仓环比实现高增，AI 算 力产业链积极向好》2025.10.30 通信设备及服务《光模块需求上修，Anthropic 与 谷歌云达成百亿美元合作协议》2025.10.26 股票研究 /[Table_Date] 2026.02.03 光纤行业涨价趋势明确，关注 cpo 和光互联投资机会 通信设备及服务 [Table_Industry] 通信行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 余伟民(分析师) | 010-50949926 | yuweimin@gtht.com | S0880525040028 | | 王彦龙(分析师) | 010-83939775 | wangyanlong@gtht.com | S08 ...

2020-2025年中国光电子器件产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：中兴通讯（000063）,烽火通信（600498）,亨通光电（600487）,长飞光纤（601869）,紫光股 份（000938）,特发信息（000070）,光迅科技（002281）,新易盛（300502）,中际旭创（300308）,华工 科技（000988） 相关报告：智研咨询发布的《2026-2032年中国光电子器件行业市场调查研究及未来趋势预测报告》 根据国家统计局数据显示：2025年12月中国光电子器件产量为1733亿只(片、套)，同比下降0.6%；2025 年1-12月中国光电子器件累计产量为19233.9亿只(片、套)，累计增长8.8%。 ...

2月3日，亨通光电涨5.22%，截至发稿，报36.67元/股，成交9.45亿元，换手率1.08%，总市值904.55亿 元。 资料显示，江苏亨通光电股份有限公司位于江苏省苏州市吴江区中山北路2288号，成立日期1993年6月5 日，上市日期2003年8月22日，公司主营业务涉及通信网络和能源互联领域高端技术、产品研发生产及 系统集成服务,全球海缆通信网络的建设业务。主营业务收入构成为：智能电网36.98%，铜导体 25.02%，工业与新能源智能11.28%，光通信10.94%，海洋能源与通信9.57%，其他5.33%，其他(补 充)0.88%。 从基金十大重仓股角度 数据显示，中信建投基金旗下1只基金重仓亨通光电。中信建投趋势领航两年持有期混合A（016265） 四季度持有股数8.11万股，占基金净值比例为2.14%，位居第六大重仓股。根据测算，今日浮盈赚取约 14.76万元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编 ...

Investment Rating - The report maintains a positive investment rating for the fiber optic sector, indicating a favorable outlook for companies involved in this industry [4]. Core Insights - The fiber optic industry is entering a demand upcycle driven by AI data center construction, leading to a supply-demand imbalance and increased prices for fiber optic products [10][14]. - Major companies like Corning have secured significant contracts, such as a $6 billion order from Meta for fiber optic cables, highlighting the growing demand in the sector [29]. - The report emphasizes the importance of high-speed networking equipment, particularly in AI applications, which require advanced fiber optic solutions to meet performance standards [3][38]. Summary by Sections 1. Fiber Optic Demand Surge - The fiber optic and cable industry is experiencing a new development phase with tight market supply and increased demand due to AI data center construction [14]. - The supply side has faced years of capacity clearing, while the demand side is driven by the construction of AI data centers, leading to a significant increase in fiber optic demand [10][15]. 2. Market Review - The communication sector has shown strong performance, with the fiber optic segment outperforming other areas [18][20]. - The fiber optic index has seen a notable increase, reflecting the sector's robust growth compared to broader market indices [20]. 3. Industry News - Meta's capital expenditure for 2026 is projected at $135 billion, indicating strong investment in technology and infrastructure [27]. - Corning reported record sales and earnings for 2025, with expectations for continued growth in 2026 [28]. 4. Company News - Companies like Hengtong Optic-Electric and Yangtze Optical Fibre have reported significant profit increases, with Hengtong's net profit expected to grow by 77.39% to 112.87% in 2025 [30][31]. - Other firms, such as Shijia Photon, anticipate substantial profit growth, indicating a positive trend across the industry [32]. 5. Investment Recommendations - The report suggests focusing on companies within the fiber optic supply chain, such as Yangtze Optical Fibre and Hengtong Optic-Electric, as well as those in the liquid cooling sector [38]. - The ongoing demand from AI applications is expected to drive further price increases in fiber optics, making it a key area for investment [38].

Group 1: Macro Insights - The report highlights that the recent volatility in gold and silver prices is primarily driven by market momentum reversals, with silver attracting high leverage and speculative funds since November 2025 [2][5] - The report anticipates that after the appointment of the new Federal Reserve Chairman, there will be more interest rate cuts than the market expects, with short-term U.S. Treasury yields likely to decline [2][4] - The report notes that the recent decline in the manufacturing PMI does not indicate a weakening economy, as it reflects a temporary fluctuation rather than a downward trend [10] Group 2: Commodity Market Analysis - The report indicates that the recent crash in silver prices has led to liquidity risks that may spread to other commodities, particularly in the non-ferrous metals sector [5][6] - It emphasizes the importance of monitoring the support levels for gold prices, particularly the 60-day moving average, which is currently at $4,400 per ounce [5] - The report suggests that the Shanghai Futures Exchange has implemented measures to manage the risk of a one-sided market in silver futures [5] Group 3: Equity Market Outlook - The report predicts a rebound in the A-share market following the Spring Festival, driven by positive sentiment from performance forecasts and new developments in sectors like AI applications and commercial aerospace [6][10] - It advises a balanced ETF allocation in domestic equities, reflecting a cautious yet optimistic outlook for the market [11] Group 4: Bond Market Perspective - The report notes that the bond market is expected to see increased buying activity due to risk aversion and expectations of monetary easing, with 10-year yields projected to decline to around 1.80% [7][10] - It highlights that the recent adjustments in risk appetite have created trading opportunities in government bonds as a hedge against stock market volatility [4][7]

上周五，上证指数跌0.96%报4117.95点，深证成指跌0.66%报14205.89点，创业板指逆势涨1.27%报3346.36点； 沪深两市2360股上涨、2703股下跌，合计成交2.84万亿元，较前一日缩量约3944.71亿元。资金方面，通信设备 主力净流入65.34亿元居首，有色金属（核心股）净流出100.49亿元最多；题材上，转基因（4.19%）、光纤概念 （核心股）（3.94%）等涨幅领先且多股涨停，白银（核心股）（-10%）、贵金属（-8.92%）板块领跌。 天奇股份受到关注的核心在于机器人（核心股）">人形机器人（核心股）和锂电池（核心股）回收两大业务领 域的实质性进展。在人形机器人方面，公司与优必选的合资项目已有产品进入比亚迪、极氪工厂实际应用，并 此外，湖南黄金、湖南白银（核心股）、太极实业、百川股份、洲际油气等也热度靠前。 今日，A股十大人气热股如下：特变电工、红宝丽、利欧股份、天地在线、通鼎互联、蓝色光标、天奇股份、白 银（核心股）有色、农发种业、亨通光电。 特变电工受到市场关注的核心在于其作为电力设备领域龙头企业的综合优势。公司深耕行业数十年，拥有持续 高增长的业绩表现和充足的订单储 ...

行 业 研 究 通信 2026 年 02 月 01 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -26% 0% 26% 53% 79% 106% 2025-01 2025-05 2025-09 通信 沪深300 相关研究报告 《重视硅光和 CPO 链投资机会—行 业点评报告》-2026.1.21 《台积电和谷歌表现亮眼，重视硅光 链和谷歌链—行业周报》-2026.1.18 《光、液冷、国内 AIDC 迎新变化— 行业周报》-2026.1.11 Meta、康宁、微软财报亮眼，重视硅光 CPO、光 纤、液冷投资机会 ——行业周报 | 蒋颖（分析师） | 陈光毅（联系人） | 雷星宇（联系人） | | --- | --- | --- | | jiangying@kysec.cn | chenguangyi@kysec.cn | leixingyu@kysec.cn | | 证书编号：S0790523120003 | 证书编号：S0790124020006 | 证书编号：S0790124040002 | Meta 营收资本开支双超预期，业绩指引维持乐观 2026 年 1 月 29 日，Meta 公布 20 ...