Core Insights - The article highlights the surge in optical communication stocks driven by accelerated global AI infrastructure investments, with significant gains observed in both A-share and Hong Kong markets [1] - Corning has entered a long-term agreement with Meta to supply optical fiber cables worth up to $60 billion, marking a historic high for Corning's stock price [1][5] Group 1: Company Developments - Corning's CEO, Wendell Weeks, stated that the company is expanding its fiber optic manufacturing capacity to meet the growing demand from major tech companies like Meta, OpenAI, Google, Amazon, and Microsoft [3] - The agreement with Meta is one of Corning's largest commercial contracts and is seen as a significant move by tech giants to enhance AI infrastructure [5] - Corning's optical communications business revenue increased by 33% to $1.652 billion in Q3, driven by strong demand for generative AI products [8] Group 2: Market Trends - The demand for optical fibers is surging due to the shift from copper to fiber optics in data centers, driven by the increasing scale of GPU clusters and the need for higher data throughput [9] - The trend of "optical over copper" is becoming mainstream, as fiber optics are essential for the performance of AI computing clusters [9] - The global demand for optical fibers and cables is expected to grow significantly, with projections indicating that the market could reach several hundred million core kilometers by 2025 [10] Group 3: Industry Implications - The AI infrastructure investment trend is positively impacting the Chinese optical communication industry, benefiting companies like Yangtze Optical Fibre and Cable, Hengtong Optic-Electric, and Zhongji Xuchuang [10] - Despite previous market fluctuations, analysts believe that Corning's diversified business and technological advantages will help it navigate through potential cycles in the optical fiber market [10]

证券日报网讯 1月28日，可川科技发布公告称，公司预计2025年度实现归属于上市公司股东的净利润为 1，300万元到1，800万元，与上年同期相比将减少4，840.93万元到5，340.93万元，同比减少72.90%到 80.42%。 （文章来源：证券日报） ...

（编辑 王雪儿） 证券日报网1月28日讯 ，可川科技在接受调研者提问时表示，公司组建的核心研发及制造管理团队主要 聚焦于硅光芯片设计和封装技术两大领域，均具备十分资深的从业经历，尤其在硅光芯片设计方面，掌 握核心自研算法。 ...

二、对外投资、日常经营 1、可川科技：可川光子的硅光芯片产品已完成首次流片，正在积极地进行市场开拓工作。 一、停复牌 1、科达制造：拟购买特福国际51.55%股份，股票复牌。投资9471.80万美元建设加纳浮法玻璃生产项 目。 2、海南矿业：筹划购买丰瑞氟业控制权，股票停牌。标的公司主营业务为萤石矿的采选和无水氟化氢 等化工产品的生产和销售。 8、晓程科技：2025年净利润为9000万元-1.3亿元，同比预增93%-179% 黄金产量、销量及国际金价均同 比增加。 2、麦格米特：拟对全资子公司香港麦格米特增资8.3563亿人民币，用于泰国生产基地二期建设项目。 三、业绩变动 1、湖南白银：2025年净利润为2.85亿元至3.85亿元，同比增长67.88%-126.78%。白银、黄金产量大幅增 加，叠加市场价格整体上行，销售价格同步提升。 2、章源钨业：2025年净利润为2.60亿元-3.20亿元，同比增长51%-86%。报告期内，钨原料市场供应偏 紧、需求增加、价格大幅上涨，公司发实现产量销量同步增长。 3、天奇股份：预计2025年净利润4500万元-6500万元，同比扭亏为盈。 4、宏和科技：2025年净利 ...

Group 1 - The company expects a net profit attributable to shareholders of between 13 million to 18 million yuan, representing a decrease of 48.41 million to 53.41 million yuan compared to the same period last year, which is a year-on-year decline of 72.9% to 80.42% [1] - The decline in profit is attributed to lower sales prices of main products and a decrease in revenue from high-margin products, leading to an overall decline in gross profit margin [1] - Despite a significant recovery in market demand and an increase in product sales volume, the overall gross profit amount has decreased due to intense competition in the new energy vehicle industry [1] Group 2 - The company has seen a significant increase in depreciation and amortization costs due to the completion of new production lines at its wholly-owned subsidiaries [1] - Increased investment in research and development has led to a notable rise in labor costs and R&D expenses during the reporting period [1]

Group 1 - The core point of the news is that 43 stocks were listed on the institutional trading leaderboard, with 22 stocks experiencing net buying and 21 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions are: Purun Co., Ltd. (3.67 billion), Yandong Microelectronics (3.12 billion), and Kecuan Technology (1.45 billion) [1] - Yandong Microelectronics saw a net buying of 3.12 billion from five institutions, coinciding with a rising trend in semiconductor prices [3] Group 2 - The stock Purun Co., Ltd. (688766.SS) increased by 14.64% with 2 buyers and 0 sellers [2] - Yandong Microelectronics (688172.SS) rose by 17.56% with 4 buyers and 1 seller [2] - Kecuan Technology (603052.SS) experienced a 9.99% increase with 2 buyers and 0 sellers [2] Group 3 - Recent price hikes in the semiconductor sector include a 15% to 50% increase for MCU and Norflash products announced by Zhongwei Semiconductor [3] - Guokai Microelectronics issued a price increase notice for KGD products, with increases of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb products [3] - The price of gold reached a historical high of 5300 USD/ounce, with a daily increase of over 2% [3]

受公司主要产品销售价格处于相对低位，较去年同期有所下滑，部分高毛利率的产品收入金额下降等原 因，公司当期整体毛利率有所下滑。受新能源汽车产业竞争激烈影响，尽管公司主要产品市场需求显著 回升，产品销量增长明显，但公司整体毛利额有所下降。 格隆汇1月28日丨可川科技(603052.SH)公布，经财务部门初步测算，预计2025年年度实现归属于上市公 司股东的净利润为1,300万元到1,800万元，与上年同期相比，将减少4,840.93万元到5,340.93万元，同比 减少72.90%到80.42%。预计本期实现归属于上市公司股东的扣除非经常性损益的净利润700万元到1,200 万元，与上年同期相比，将减少4,483.69万元到4,983.69万元，同比减少78.89%到87.68%。 ...

格隆汇1月28日丨可川科技(603052.SH)公布，公司主营业务为功能性器件的设计、研发、生产和销售。 截至公告披露日，公司全资子公司可川光子暂未形成营收，对公司本期营收不构成重大影响。除此之 外，公司未发现其他对公司股票交易价格产生影响的媒体报道或市场传闻。敬请广大投资者理性投资， 注意投资风险。 ...

证券代码：603052 证券简称：可川科技 公告编号：2026-005 苏州可川电子科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： 苏州可川电子科技股份有限公司（以下简称"公司"）股票于 2026 年 1 月 27 日、1 月 28 日连续 2 个交易日内日收盘价格涨幅偏离值累计超过 20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查并向控股股东、实际控制人书面发函查证，截至本公告披露 日，不存在应披露而未披露的重大信息。 公司主营业务为功能性器件的设计、研发、生产和销售。截至公告披露 日，公司全资子公司可川光子技术（苏州）有限公司（以下简称"可川光子"） 暂未形成营收，对公司本期营收不构成重大影响。 公司已于 2026 年 1 月 29 日在上海证券交易所网站(www.sse.com.cn)披 露了《2025 年年度业绩预减公告》，经财务部门初步测算，预计 2025 年年度实 现归属于上市公司股东的净利润为 1,300 万元到 1 ...

Group 1 - Chihong Zn & Ge plans to increase capital by 3.3 billion RMB to its wholly-owned subsidiary, Hulunbuir Chihong Mining, primarily for repaying internal loans, supplementing working capital, and constructing lead-zinc smelting projects. Post-increase, the registered capital will rise to 3.515 billion RMB [2] - Yuguang Gold Lead's stock price has surged by 59.52% over six trading days, but the future of silver prices remains uncertain, which could adversely affect the company's profitability if prices decline [3] - Changjiang Investment expects a net loss of 30 to 45 million RMB for 2025, with potential delisting risk due to failing to meet the 300 million RMB revenue threshold [4] Group 2 - Kewan Technology's subsidiary has not generated revenue, and the company anticipates a significant net profit decrease of 72.90% to 80.42% for 2025 [5] - Hainan Mining is planning to acquire control of Fengrui Fluorine Industry through a combination of cash and stock issuance, with trading suspended for up to 10 days [6] - Chifeng Gold's stock has shown abnormal trading fluctuations, with significant increases in gold product prices expected to impact its operating performance [7] Group 3 - Jin Hui Co. reports that silver product revenue constitutes a low percentage of total revenue, with silver sales accounting for 12.46% of total revenue in the first three quarters of 2025 [8] - Western Gold emphasizes its focus on gold mining and smelting as its main business amid rising market interest [9] - Gehua Cable plans to invest 100 million RMB in a private equity fund focused on the smart robotics industry, aiming to enhance synergy with its broadcasting business [10] Group 4 - Keda Manufacturing intends to acquire a 51.55% stake in Tefu International, with trading resuming on January 29, 2026 [11] - Hai Xin Food has successfully entered the Sam's Club retail channel, launching customized products to enhance brand image and product value [12] - Shangwei New Materials warns of potential further stock suspensions if prices continue to rise, as its new product development is still in the early stages [13] Group 5 - Xie Chuang Data expects a net profit increase of 51.78% to 80.69% for 2025, projecting profits between 1.05 billion to 1.25 billion RMB [15] - Industrial Fulian anticipates a net profit of 35.1 billion to 35.7 billion RMB for 2025, reflecting a growth of 51% to 54% [17] - Mingyang Smart Energy forecasts a net profit increase of 131.14% to 188.92% for 2025, driven by significant growth in wind turbine deliveries and sales [18] Group 6 - Keda Technology expects a net profit increase of 40% to 70% for 2025, projecting profits between 785 million to 950 million RMB [19] - Hunan Silver anticipates a net profit increase of 67.88% to 126.78% for 2025, supported by increased production and rising market prices for silver and gold [21] - Honghe Technology projects a substantial net profit increase of 745% to 889% for 2025, driven by rising demand for electronic-grade glass fiber cloth [22] Group 7 - Zhongtian Rocket expects a net loss of 95 million to 115 million RMB for 2025, a shift from a profit of 19.56 million RMB in the previous year due to increased competition and price declines in its core business [23] - Zotye Auto anticipates a net loss of 281 million to 417 million RMB for 2025, primarily due to operational issues and fixed costs [24] Group 8 - Huaguang Huaneng's controlling shareholder plans to reduce its stake by up to 1% through market transactions [25] - Bozhong Precision's major shareholder intends to reduce its stake by up to 1% due to funding needs [26] Group 9 - ST Songfa's subsidiary has signed a contract for the construction of container ships worth approximately 3.4 billion to 4 billion RMB, with delivery expected in 2028 [27]