港股半导体板块午后持续走低，长飞光纤光缆跌超15%，华虹半导体、晶门半导体跌超6%，中芯国 际、上海复旦跌超5%，ASMPT跌超1%。 ...

Market Overview - A-shares experienced a collective pullback on September 4, with the Shanghai Composite Index down 1.97% to 3738.32 points, Shenzhen Component Index down 2.37%, ChiNext Index down 3.2%, and the Sci-Tech Innovation 50 Index down 5.38% [1] - The North Exchange 50 Index rose 0.58% against the trend [2] - The micro-cap stock index increased by 1.32% [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.59 trillion yuan, an increase of 142.7 billion yuan compared to the previous trading day [4] - A total of 2629 stocks rose, 32 stocks hit the daily limit, and 2606 stocks fell [5] New Energy Sector - The new energy sector saw a significant surge, with multiple new energy ETFs performing well and several stocks hitting the daily limit [6] - The power battery index, energy storage index, and lithium battery index rose by 2.65%, 2.32%, and 1.43% respectively [6] - Yiwei Lithium Energy (300014) surged by 6.17% to 67.96 yuan per share, with a market capitalization of 139 billion yuan [6] - Notable performers included Tianhong Lithium Battery, which hit the daily limit, and other companies like Tongrun Equipment and Tianji Technology, which also saw substantial gains [7][8] - Data from the Passenger Car Association indicated that 1.079 million new energy passenger vehicles were sold in August, a year-on-year increase of 5% and a month-on-month increase of 9%, with a penetration rate of 55.3% [9] CPO Concept Stocks - CPO concept stocks, including optical modules and optical chips, experienced a significant decline after a previous surge [11] - The CPO concept sector fell by 10% on September 4, following a 7.04% increase on September 1 [12] - Major stocks like Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication led the decline, each dropping over 11% [13] - The FTSE Russell announced changes to the FTSE China 50 Index and FTSE China A50 Index, including the addition of companies like BeiGene and Xinyi Technology [14] Consumer Sector - The consumer sector showed activity, with the restaurant and tourism sector rising by 2.85% and the retail sector increasing by nearly 2% [15] - Companies such as Lingnan Holdings and Changbai Mountain saw significant gains, with some hitting the daily limit [15] - The Ministry of Culture and Tourism projected that domestic tourism will reach 1.43 billion trips by 2025, recovering to 112% of 2019 levels [15] - A report from Caitong Securities indicated that the restaurant industry is in a recovery phase, with government policies expected to stimulate consumption, particularly in wedding and group dining scenarios [15]

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） ...

CPO概念板块领涨，上涨2.24%，其中天通股份上涨10.0%，光库科技上涨8.21%，罗博特科上涨6.2%， 长飞光纤、德科立、联特科技涨超5%。（第一财经AI快讯） ...

9月4日，长飞光纤跌5.72%，截至发稿，报85.85元/股，成交9.95亿元，换手率2.70%，总市值650.66亿 元。 资料显示，长飞光纤光缆股份有限公司位于湖北省武汉市东湖高新技术开发区光谷大道9号,香港铜锣湾 希慎道33号利园1期19楼1918室，成立日期1988年5月31日，上市日期2018年7月20日，公司主营业务涉 及专注于通信行业,聚焦电信运营商和数据通信相关领域,致力于光纤预制棒、光纤和光缆以及数据通信 相关产品的研发创新与生产制造,形成了棒纤缆、综合布线、通信网络工程和其他光通信产品一体化的 完整产业链、相关多元化和国际化的业务模式。主营业务收入构成为：光传输产品64.50%，光互联组 件17.35%，其他15.85%，其他(补充)2.30%。 从长飞光纤十大流通股东角度 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 财通价值动量混合A（720001）基金经理为金梓才。 截至发稿，金梓才累计任职时间10年293天，现任基金资产总 ...

Core Viewpoint - Changfei Fiber (601869.SH) saw its stock price rise over 6% to 97 yuan, reaching a historical high due to the Ministry of Commerce's ruling on anti-dumping measures against U.S. imports of specific optical fibers [1] Group 1: Regulatory Changes - The Ministry of Commerce announced a ruling regarding the anti-circumvention investigation of imported wavelength-shifting single-mode optical fibers from the U.S. [1] - The ruling determined that U.S. fiber manufacturers and exporters altered trade practices to export related wavelength-shifting single-mode optical fibers (G.654.C fibers) to China, undermining existing anti-dumping measures [1] - The Ministry proposed adjustments to the tax scope to the State Council Tariff Commission, which decided to apply the current anti-dumping tax rates on non-dispersive wavelength-shifting single-mode optical fibers from the U.S. starting September 4, 2025 [1] Group 2: Anti-Dumping Tax Rates - The anti-dumping tax rates for various companies are as follows: Corning Incorporated at 37.9%, OFS Fitel, LLC at 33.3%, Draka Communications Americas, Inc. at 78.2%, and other U.S. companies at 78.2% [1]

Group 1 - The CPO concept stocks in the A-share market have experienced a significant decline, with several companies seeing drops exceeding 10% [1] - Notable declines include Shijia Photon down 10.69%, Tianfu Communication down 10.05%, and Taicheng Light down 9.71% [2] - Other companies such as Xinyi Sheng, Zhongji Xuchuang, and Tongfu Microelectronics also reported declines ranging from 5% to 9% [1][2] Group 2 - The total market capitalization of Shijia Photon is 33.8 billion, while Tianfu Communication has a market cap of 143.6 billion [2] - Year-to-date performance shows that Shijia Photon has increased by 349.85%, and Tianfu Communication has risen by 184.56% [2] - Companies like Xinyi Sheng and Zhongji Xuchuang have year-to-date increases of 307.30% and 217.84%, respectively [2]

Group 1 - The CPO concept stocks in the A-share market experienced a significant pullback, with several companies seeing declines of over 10% [1] - Notable declines include Shijia Photon down 10.69%, Tianfu Communication down 10.05%, and Taicheng Light down 9.71% [2] - Other companies such as Xinyi Sheng and Zhongji Xuchuang also faced declines exceeding 8% [1][2] Group 2 - The total market capitalization of Shijia Photon is 33.8 billion, while Tianfu Communication has a market cap of 143.6 billion [2] - Year-to-date performance shows Shijia Photon with a gain of 349.85%, and Tianfu Communication with a gain of 184.56% [2] - The overall trend indicates a mixed performance among CPO stocks, with some companies still showing strong year-to-date gains despite recent declines [1][2]

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]

9月3日，沪深两市全天成交额2.36万亿，较上个交易日缩量5109亿。板块方面，光伏、贵金属、芬太尼、BC电池、游戏等少数板块上 涨，军工装备、小金属、证券、卫星导航、软件开发等板块跌幅居前。 下面我们来看下今日龙虎榜情况： 龙虎榜单日净买入额前三为岩山科技、苏大维格、泰和科技，分别为6.39亿元、1.63亿元、1.50亿元。 龙虎榜单日净卖出额前三为华胜天成、巨轮智能、成飞集成，分别为3.71亿元、2.68亿元、9748.69万元。 龙虎榜中涉及机构专用席位的个股中，当日净买入额前三为辰欣药业、晓程科技、博杰股份，分别为1.16亿元、1.11亿元、6920.13万 元。 龙虎榜中涉及机构专用席位的个股中，当日净卖出额前三为巨轮智能、四创电子、成飞集成，分别为9879.96万元、7943.35万元、 7388.94万元。 部分榜单个股题材： 岩山科技(半年报增长+脑机接口+Yan大模型+人形机器人) 今日上涨9.07%，全天换手率32.06%，成交额160.57亿元。深股通净买入2.80亿元，营业部席位合计净买入3.58亿元。 高位股方面，天普股份一字涨停晋级9连板，算力产业链的长飞光纤8天5板，吉视传媒4天 ...