Group 1 - The F5G concept sector increased by 1.45%, leading the concept sectors in terms of growth, with 19 stocks rising, including Dekoli which hit a 20% limit up, and others like Fenghuo Communication and Hengtong Optic-Electric also reaching the limit up [1][2] - The top gainers in the F5G concept include Changxin Bochuang, Zhongbei Communication, and Yihua Co., which rose by 6.54%, 5.80%, and 5.09% respectively [1][2] - The sector saw a net inflow of 2.39 billion yuan from main funds, with 18 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow, led by Hengtong Optic-Electric with 1.172 billion yuan [2][3] Group 2 - The top three stocks by net inflow ratio in the F5G concept are Hengtong Optic-Electric, Fenghuo Communication, and Zhongbei Communication, with net inflow ratios of 28.24%, 23.63%, and 13.96% respectively [3] - The trading volume and turnover rates for the top stocks in the F5G concept indicate strong investor interest, with Hengtong Optic-Electric showing a turnover rate of 7.74% and Changxin Bochuang at 13.55% [3][4] - The overall market performance for the F5G concept is contrasted by declines in other sectors, such as lead and zinc, which fell by 3.94% and 3.88% respectively [2][5]

Group 1 - The liquid cooling server concept index rose by 0.60%, ranking 10th among concept sectors, with 65 stocks increasing in value [1] - Leading stocks in the liquid cooling server sector included Lihexing, which hit the daily limit with a 20% increase, and others like Tenglong Co., Fenghuo Communication, and Hengtong Optic-Electric also reached the daily limit [1] - The top gainers in the sector were Feirongda, Wentai Technology, and Kexin Innovation Source, with increases of 10.19%, 9.60%, and 9.39% respectively [1] Group 2 - The liquid cooling server sector saw a net inflow of 797 million yuan from main funds, with 56 stocks receiving net inflows and 20 stocks exceeding 100 million yuan [2] - Hengtong Optic-Electric led the net inflow with 1.172 billion yuan, followed by Fenghuo Communication, Chuanrun Co., and Industrial Fulian with net inflows of 1.012 billion yuan, 981 million yuan, and 867 million yuan respectively [2] - The top stocks by net inflow ratio included Chuanrun Co. at 34.47%, Dayuan Pump Industry at 33.54%, and Hengtong Optic-Electric at 28.24% [3] Group 3 - The liquid cooling server sector's performance was highlighted by significant trading volumes and turnover rates, with Hengtong Optic-Electric showing a turnover rate of 7.74% and a price increase of 10.00% [3] - Other notable stocks included Fenghuo Communication with a 10.02% increase and a turnover rate of 13.00%, and Chuanrun Co. with a 9.99% increase and a turnover rate of 40.62% [3][4] - The overall market sentiment for the liquid cooling server sector appears positive, with multiple stocks experiencing substantial gains and strong fund inflows [2][3]

Group 1 - The optical fiber concept index rose by 0.74%, ranking 7th among concept sectors, with 33 stocks increasing in value, including Hangzhou Dianzi, FiberHome, and Hengtong Optic-Electric reaching the daily limit [1] - Notable gainers in the optical fiber sector included Guangku Technology, Zhongtian Technology, and Changxin Bochuang, which rose by 15.00%, 6.97%, and 6.54% respectively [1] - The largest declines were seen in Yongding Co., Yunnan Zhiyuan, and Chihong Zn & Ge, which fell by 8.20%, 4.43%, and 4.00% respectively [1] Group 2 - The optical fiber sector experienced a net inflow of 2.584 billion yuan, with 29 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2] - Hengtong Optic-Electric led the net inflow with 1.172 billion yuan, followed by FiberHome, Zhongtian Technology, and Changxin Bochuang with net inflows of 1.012 billion yuan, 786 million yuan, and 356 million yuan respectively [2] - The net inflow ratios for Hengtong Optic-Electric, FiberHome, and Zhongbei Communication were 28.24%, 23.63%, and 13.96% respectively [3] Group 3 - The optical fiber sector's performance was highlighted by significant trading volumes, with Hengtong Optic-Electric and FiberHome showing high turnover rates of 7.74% and 13.00% respectively [3] - Other notable stocks included Guangku Technology with a 15.00% increase and a turnover rate of 17.50%, indicating strong investor interest [3] - The overall market sentiment for the optical fiber sector appears positive, as evidenced by the substantial net inflows and stock performance [2][3]

两市全天特大单净流出597.90亿元，其中53股特大单净流入超2亿元，和而泰特大单净流入13.44亿元，特大单净流入资金居首。 沪指今日收盘下跌1.15%。资金面上看，沪深两市全天特大单净流出597.90亿元，共计1614股特大单净流入，3320股特大单净流出。 从申万一级行业来看，今日有6个行业特大单资金净流入，煤炭特大单净流入规模居首，净流入资金7.63亿元，该行业指数今日下跌1.73%，其次 是通信，今日上涨0.19%，净流入资金为7.05亿元，净流入资金居前的还有机械设备、纺织服饰等行业。 特大单资金净流出的行业共有25个，净流出资金最多的是非银金融，特大单净流出资金140.74亿元，其次是有色金属，特大单净流出资金78.50亿 元，净流出资金居前的还有电力设备、计算机等行业。 具体到个股来看，53股特大单净流入超2亿元，和而泰特大单净流入13.44亿元，净流入资金规模居首；亨通光电特大单净流入资金13.29亿元，位 列第二；净流入资金居前的还有巨轮智能、永泰能源、川润股份等。特大单净流出股中，东方财富特大单净流出资金51.62亿元，净流出资金最 多；中信证券、胜宏科技特大单净流出资金分别为26.52 ...

证券之星消息，9月18日通信设备板块较上一交易日上涨1.01%，德科立领涨。当日上证指数报收于 3831.66，下跌1.15%。深证成指报收于13075.66，下跌1.06%。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出4.08亿元，游资资金净流出19.34亿元，散户资金 净流入23.42亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600487 | 亨通光电 | 9.57 Z | 23.06% | -6.00 Z | -14.45% | -3.57 Z | -8.61% | | 600498 烽火通信 | | 8.79亿 | 20.52% | -4.59 Z | -10.71% | -4.20 Z | -9.81% | | 600522 中天科技 | | 7.92亿 | 12.50% | -5.28 Z | -8.33% | -2.64 ...

Core Viewpoint - Hengtong Optic-Electric's performance in the first half of the year shows a slight increase in net profit, with strong order backlog supporting future growth [1] Financial Performance - In the first half of the year, Hengtong Optic-Electric achieved a net profit attributable to shareholders of 1.613 billion yuan, representing a year-on-year increase of 0.24% [1] - In Q2, the net profit attributable to shareholders was 1.056 billion yuan, reflecting a year-on-year decrease of 3.63% [1] Order Backlog and Growth Potential - As of the first half of 2025, the company has an order backlog of approximately 20 billion yuan in the energy interconnection sector, including submarine cables, marine engineering, and land cable products, which is expected to support sustained rapid growth [1] Expansion Projects - Hengtong Optic-Electric has recently commenced the construction of an advanced optical fiber materials R&D and manufacturing center, which is scheduled for completion in February 2026 [1] - The expansion project aims to meet the growing market demand for multimode, multi-core, and hollow-core specialty optical fibers [1] Industry Collaboration - In 2025, Hengtong, in collaboration with industry partners, plans to launch a new generation of immersion liquid cooling solutions tailored for high-density computing scenarios, addressing future cooling needs for data centers [1] Investment Rating - The company maintains a "Buy" rating based on its performance and growth prospects [1]

中国经济网北京9月18日讯 亨通光电(SH:600487)今日股价涨停，截至收盘报22.22元，涨幅 10.00%，总市值548.11亿元。 （责任编辑：康博） ...

Group 1 - The A-share market saw a strong performance in CPO concept stocks, with Dekoli hitting the daily limit up of 20% [1] - Guangku Technology increased by over 18%, while Fenghuo Communication, Zhongtian Technology, and Hengtong Optic-Electric all reached the daily limit up of 10% [1] - Other notable performers included Zhongbei Communication and Changxin Bochuang, which rose by over 8%, and Guangxun Technology, Huamao Technology, Unisplendour, and Tongfu Microelectronics, which increased by over 6% [1]

Core Viewpoint - The company, Hengtong Optic-Electric, has made significant advancements in the field of hollow optical fibers, achieving international standards in loss performance and demonstrating the capability for large-scale delivery by 2025 [2] Group 1: Research Achievements - Hengtong Optic-Electric's hollow core anti-resonant optical fiber has achieved a loss of ≤0.2 dB/km in specific wavelength bands, reaching internationally advanced levels [2] - The company has independently innovated and established a comprehensive core preparation technology system for hollow optical fibers [2] Group 2: Future Plans - The company plans to invest in an AI advanced optical fiber materials R&D and manufacturing center, with construction set to begin in September 2025 and completion expected by February 2026 [2] - The first phase of investment will add multiple production lines and advanced equipment for the manufacturing of ultra-low loss hollow fibers, ultra-low loss multi-core fibers, and high-performance multi-band multimode fibers [2] - These developments aim to continuously enhance the company's capacity for large-scale delivery [2]

Group 1 - The company has confirmed that its 800G optical module products have passed testing with leading switch equipment manufacturers [2] - The company plans to introduce mass production of the 800G optical modules based on market conditions [2]