通信线缆及配套板块走高，通鼎互联此前涨停，长飞光纤、长盈通、特发信息、亨通光电、中天科技等 跟涨。 ...

Group 1 - The traditional optical fiber and cable market is showing clear signs of recovery after a four-year cyclical bottoming period, with the overseas specialty fiber market entering a high-growth phase driven by breakthroughs in AI computing power and the explosion of application scenarios [1] - The ordinary optical cable market has confirmed its bottom, with significant signs of supply-demand rebalancing and recovery. In the first half of 2025, China's optical cable production is expected to reach 12,532.3 million core kilometers, showing a narrowed decline compared to previous periods, indicating a stabilization trend [1] - Major optical fiber manufacturers have reported a price increase of approximately 15% for ordinary optical cables, with positive signals in volume and price indicators, suggesting that operator procurement prices are likely to stabilize and recover, gradually restoring industry profitability [1] Group 2 - The demand for specialty fibers is experiencing explosive growth, driven by the requirements of AI computing clusters for lower latency, higher bandwidth, and greater density in data transmission [2] - Hollow-core fibers, with advantages in low latency and high bandwidth potential, are expected to see increased penetration as mass production technology breakthroughs accelerate [2] - Domestic leaders in hollow-core and multi-core fiber technologies have reached internationally advanced levels and are poised to seize new market opportunities in response to rapid demand [2] Group 3 - The optical fiber and cable sector is currently at a low valuation, attracting increased attention due to the clear leadership structure and stable revenue and profitability of leading companies [3] - The recovery trend in the ordinary optical cable business provides a solid safety margin and profit recovery elasticity, while the specialty fiber business is expected to experience explosive growth under the AI computing wave, opening up long-term growth potential [3] - Companies such as Yangtze Optical Fibre and Cable Joint Stock Limited Company (601869), Hengtong Optic-electric (600487), and Zhongtian Technology (600522) are recommended for investment [3]

Group 1 - Hengtong Optic-Electric Co., Ltd. experienced a stock price increase of 5.31%, reaching 23.80 CNY per share, with a trading volume of 966 million CNY and a turnover rate of 1.70%, resulting in a total market capitalization of 58.708 billion CNY [1] - The company, founded on June 5, 1993, and listed on August 22, 2003, specializes in high-end technology, product research and development, and system integration services in the communication network and energy interconnection sectors, particularly in global submarine cable communication network construction [1] - The revenue composition of Hengtong Optic-Electric includes: smart grid (36.98%), copper conductors (25.02%), industrial and new energy intelligence (11.28%), optical communication (10.94%), marine energy and communication (9.57%), and others (5.33%) [1] Group 2 - Bank of China Securities has a fund that heavily invests in Hengtong Optic-Electric, specifically the BOC Securities CSI 500 ETF Linked A (008258), which held 700 shares as of the third quarter, ranking it as the ninth largest holding [2] - The BOC Securities CSI 500 ETF Linked A (008258) was established on May 14, 2020, with a current size of 250 million CNY, achieving a year-to-date return of 23.07%, ranking 2070 out of 4197 in its category, and a one-year return of 19.9%, ranking 2255 out of 4147 [2] Group 3 - The fund managers of BOC Securities CSI 500 ETF Linked A (008258) are Liu Xianzheng and Zhang Yimin, with Liu having a tenure of 7 years and 326 days and Zhang having a tenure of 5 years and 97 days, both managing a total fund size of 794 million CNY [3] - During Liu's tenure, the best fund return was 118.04%, while the worst was -34.66%, whereas Zhang's best return was 22.12% and the worst was -40.75% [3]

12月19日，亨通光电涨5.31%，截至发稿，报23.80元/股，成交9.16亿元，换手率1.62%，总市值587.08 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%。 兴业中证500指数增强A（015507）基金经理为楼华锋。 截至发稿，楼华锋累计任职时间9年351天，现任基金资产总规模23.73亿元，任职期间最佳基金回报 88.18%， 任职期间最差基金回报-13.85%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，兴业基金旗下1只 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights the continuous improvement of Google's AI ecosystem, with the release of TPUv7 Ironwood and Gemini 3 series models, which are expected to drive demand for liquid cooling solutions and enhance market expansion [3][4] - There is a strong demand for TPU, with companies like Anthropic and Meta planning to rent TPU chips from Google, indicating a significant market opportunity [4] - The AI sector is expected to boost the demand for optical fibers and cables, leading to a potential price recovery in this segment [5] - The report emphasizes three core investment themes: "Optical, Liquid Cooling, and Domestic Computing Power," while also highlighting opportunities in satellite and edge AI [6] Summary by Sections Industry Overview - The report indicates a positive outlook for the industry, with a focus on the advancements in AI technology and its implications for related sectors [1] Market Trends - The demand for TPU is increasing, with notable partnerships and rental agreements being established, which will likely enhance ASIC demand [4] - The AI-driven growth is expected to elevate the usage of optical fibers and cables, particularly in data center interconnects and metropolitan area networks [5] Investment Recommendations - Recommended stocks include Invec (leader in liquid cooling solutions), with beneficiaries such as Feilong Co., Dayuan Pump Industry, Lingyun Co., and others in the optical fiber and cable sector [4][5][6]

从资金流向上来看，当日电力板块主力资金净流出5.07亿元，游资资金净流入1.36亿元，散户资金净流 入3.71亿元。电力板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月18日电力板块较上一交易日上涨0.17%，亨通股份领涨。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。电力板块个股涨跌见下表： ...

Core Viewpoint - The pension concept index increased by 1.2% on December 17, with a net inflow of main funds amounting to 1.089 billion yuan, indicating positive investor sentiment in this sector [1] Group 1: Market Performance - A total of 85 stocks within the pension concept rose, while 13 stocks declined [1] - The leading stocks by net inflow were Hengtong Optic-Electric (5.06 billion yuan), Xiangnong Chip (3.28 billion yuan), Zhongtung High-Tech (2.81 billion yuan), Yongxing Materials (1.73 billion yuan), and Zhangyuan Tungsten Industry (98.088 million yuan) [1] Group 2: Individual Stock Performance - Hengtong Optic-Electric had a latest price of 21.67 yuan, with an increase of 8.84% and a net inflow of 5.06 billion yuan, representing 13.58% of the main fund [1] - Xiangnong Chip's latest price was 137.56 yuan, with a rise of 6.72% and a net inflow of 3.28 billion yuan, accounting for 7.42% of the main fund [1] - Zhongtung High-Tech's latest price was 28.51 yuan, with a gain of 19.44% and a net inflow of 2.81 billion yuan, making up 6.06% of the main fund [1] - Yongxing Materials had a latest price of 48.17 yuan, with an increase of 3.51% and a net inflow of 1.73 billion yuan, which is 14.31% of the main fund [1] - Zhangyuan Tungsten Industry's latest price was 14.27 yuan, with a rise of 4.08% and a net inflow of 98.088 million yuan, representing 6.41% of the main fund [1]

截至发稿，亨通光电市值为557亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 曾健辉） 每经AI快讯，亨通光电（SH 600487，收盘价：22.6元）12月18日晚间发布公告称，截至本公告日，亨 通集团有限公司累计质押股数约为3.2亿股，占其所持股份比例为53.9%。崔根良累计质押股数为5150万 股，占其所持股份比例为54.04%。 2024年1至12月份，亨通光电的营业收入构成为：制造业占比97.47%，服务业占比1.64%，其他业务占 比0.88%。 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-068 号 特此公告。 江苏亨通光电股份有限公司（以下简称"公司"或"亨通光电"）于 2025 年 12 月 8 日召开了第九届董事会第十一次会议，会议审议通过了《关于聘任副 总经理兼董事会秘书的议案》，同意聘任王僚俊先生为公司副总经理兼董事会秘 书，其董事会秘书职责自取得上海证券交易所颁发的董事会秘书任职资格培训证 明并经上海证券交易所备案无异议后正式履行。具体内容详见公司于上海证券交 易所网站（www.sse.com.cn）披露的《亨通光电关于聘任高级管理人员及变更董 事会秘书的公告》（公告编号：2025-054 号）。 近日，王僚俊先生参加了上海证券交易所举办的董事会秘书任职培训，并取 得董事会秘书任职培训证明，其董事会秘书任职备案已于 2025 年 12 月 18 日经 上海证券交易所审核通过，王僚俊先生正式履行公司董事会秘书职责，公司董事 长不再代行董事会秘书职责。 公司董事会秘书联系方式如下： 联系电话：0512-63430985 电子邮件：htgd@htgd.com.cn 通讯地址：江苏省苏州市吴江区中山北路 2288 号 江苏亨通 ...

证券代码：600487 证券简称：亨通光电 公告编号：2025-069 号 江苏亨通光电股份有限公司 关于控股股东部分股权解除质押及质押公告 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个别及连带责任。 重要内容提示： 江苏亨通光电股份有限公司（以下简称"公司"）控股股东亨通集团有限公司（以下 简称"亨通集团"）持有公司股份 593,765,498 股，占公司总股本的比例 24.07%；截至本公 告披露日，亨通集团持有公司股份累计质押数量（含本次）320,050,000 股，占其持股数量的 比例为 53.90%，占公司总股本的比例为 12.97%。 一、 公司股份解质情况 公司于 2025 年 12 月 18 日收到亨通集团关于部分股份解除质押的通知，具体情况如下： （一）本次股份解质基本情况 2025 年 12 月 17 日，亨通集团将其质押给中国进出口银行江苏省分行的 1,500 万股无限 售流通股办理了质押解除手续，该股份质押解除手续已于 2025 年 12 月 18 日办理完毕。本次 股份解除质押情况具体如下： | 股东名称 ...