Core Viewpoint - Yongxin Optical (603297) has clarified that its main business is optical microscopes and optical components, and it has not undergone significant changes in its business model. The company is not primarily involved in the semiconductor or lithography machine sectors, despite media speculation [1] Group 1: Business Overview - The company's product business model is characterized by customization, a variety of products, and small batch production [1] - The application fields of the company's products are broad and relatively dispersed [1] Group 2: Financial Impact - The revenue contribution from optical components related to lithography machines is minimal, accounting for less than 1% of the company's total revenue [1] - The current business focus will not have a significant impact on the company's performance for the current period [1]

Core Viewpoint - Yongxin Optical announced that its stock price has deviated significantly, with a cumulative increase of over 20% over three consecutive trading days, indicating unusual trading volatility [1] Group 1: Company Overview - The company has conducted a self-examination and found no significant media reports that would impact its stock trading price [1] - Yongxin Optical's main business focuses on optical microscopes and optical components, with no major changes in its business model [1] Group 2: Business Model and Revenue - The company's product business model is characterized by customization, a variety of products, and small batch production, with applications across diverse fields [1] - The revenue contribution from optical components related to lithography machines is minimal, accounting for less than 1% of the company's total revenue, and is not a core business that would significantly affect current performance [1]

Core Viewpoint - Yongxin Optical (603297.SH) announced that it has not found any significant media reports affecting its stock price, despite being associated with the semiconductor and lithography machine sectors by some media outlets [1] Company Overview - The company's main business focuses on optical microscopes and optical components, with no significant changes in its business model [1] - The business model is characterized by customization, a variety of products, and small batch production, with applications across diverse fields [1] Revenue Contribution - The revenue from optical components related to lithography machines constitutes less than 1% of the company's total revenue, indicating that it is not a core business and will not significantly impact current performance [1]

南财智讯9月18日电，永新光学公告，公司股票在2025年9月16日至18日期间，连续三个交易日收盘价格 涨幅偏离值累计超过20%，构成股票交易异常波动。公司已进行自查并确认，生产经营活动正常，内外 部经营环境未发生重大变化，且公司、控股股东及实际控制人均无应披露而未披露的重大事项。同时， 公司提醒投资者注意二级市场交易风险，避免因热点概念型炒作带来的投资风险。 ...

永新光学股票交易异常波动的公告，公司关注到部分媒体将公司列入半导体、光刻机（胶）概念。公司 主营业务为光学显微镜及光学元组件产品，业务模式未发生重大变化。公司产品商业模式偏向定制化、 多品种、小批量，应用领域广泛且相对分散。光刻机相关光学元组件业务占公司营收比重较小，占公司 营业收入比重不足1%，目前不是公司的核心业务，不会对公司当期业绩产生重大影响。敬请投资者审 慎对待，谨防热点概念型炒作，注意投资风险。 ...

Market Performance - As of September 18, the photolithography concept index rose by 0.83%, ranking 6th among concept sectors, with 23 stocks increasing in value [1] - Notable gainers included Yongxin Optical, which hit the daily limit, and other companies like Chipbond Microelectronics and Wavelength Optoelectronics, which rose by 7.59%, 7.24%, and 4.54% respectively [1] Sector Comparison - The top-performing concept sectors included F5G concept (+1.45%), Co-packaged Optics (+1.35%), and Copper Cable High-Speed Connection (+1.27%), while sectors like Lead and Zinc saw declines of -3.94% and -3.88% respectively [2] Capital Flow - The photolithography sector experienced a net outflow of 631 million yuan, with 18 stocks seeing net inflows and 5 stocks exceeding 50 million yuan in net inflows [2] - Chipbond Microelectronics led the net inflow with 63.67 million yuan, followed by Zhangjiang Hi-Tech and Fulede with inflows of 58.05 million yuan each [2] Stock Performance - The stocks with the highest net inflow ratios included Fulede (7.22%), Yongxin Optical (7.11%), and Zhongrun Optics (6.44%) [3] - Chipbond Microelectronics had a daily increase of 7.59% with a turnover rate of 10.06% and a net inflow of 63.67 million yuan [3] Decliners - The stocks with the largest declines included Hongtian Co. (-6.81%), Tongfei Co. (-2.87%), and Xuguang Electronics (-2.77%) [5] - Notably, the photolithography sector saw significant outflows from stocks like Wavelength Optoelectronics, which had a net outflow of 152.25 million yuan despite a daily increase of 7.24% [5]

Market Overview - On September 17, the Shanghai Composite Index rose by 0.37%, with the total margin trading balance reaching 2405.44 billion yuan, an increase of 12.79 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 1221.39 billion yuan, up by 3.96 billion yuan; in the Shenzhen market, it was 1176.13 billion yuan, up by 8.77 billion yuan; and in the Beijing Stock Exchange, it was 7.909 billion yuan, up by 0.065 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 22 sectors saw an increase in margin trading balances, with the non-bank financial sector leading with an increase of 3.102 billion yuan, followed by the power equipment and electronics sectors with increases of 2.528 billion yuan and 1.647 billion yuan, respectively [1] Stock Performance - A total of 1847 stocks experienced an increase in margin trading balances, accounting for 49.62% of the total, with 347 stocks seeing an increase of over 5% [1] - Shanghai Construction Engineering had the largest increase in margin trading balance, reaching 1.137 billion yuan, a rise of 114.15%, with its stock price increasing by 9.97% [1] - Other notable stocks with significant increases in margin trading balances included Kailong High-Tech and Feng'an Co., with increases of 77.63% and 63.40%, respectively [1] Top Gainers - The top 20 stocks with the highest increase in margin trading balances averaged an increase of 8.40%, with peak gains from Feng'an Technology, Zhejiang Hengwei, and Online and Offline, which rose by 20.00%, 19.99%, and 18.98%, respectively [2][3] Top Decliners - Conversely, 1875 stocks saw a decrease in margin trading balances, with 247 stocks experiencing a decline of over 5% [4] - Tianming Technology had the largest decrease, with a margin trading balance of 6.5227 million yuan, down by 50.73% [5] - Other significant decliners included Henghe Co. and Tianji Co., with decreases of 38.37% and 29.81%, respectively [5]

Group 1 - The lithography equipment sector leads the market with an increase of 1.18% [1] - Among the companies, Boliang Optoelectronics saw a significant rise of 20.01% [1] - Yongxin Optics and Sudavige both experienced notable increases of 10.0% and 7.9% respectively [1] Group 2 - Other companies such as Maolai Optics, Lanying Equipment, and Xinlai Materials also reported gains exceeding 6% [1]

Core Viewpoint - The photolithography concept sector has seen a significant increase, with a rise of 3.30%, leading among various concept sectors [1][2]. Group 1: Market Performance - Within the photolithography sector, 33 stocks experienced gains, with Wavelength Optoelectronics reaching a 20% limit up, and Yongxin Optical and Kaimete Gas also hitting the limit up [1]. - Notable gainers include Su Dawei Ge, Hongli Zhihui, and Saiwei Electronics, which rose by 14.66%, 11.40%, and 8.38% respectively [1]. - The sector's performance contrasts with the declining sectors such as duty-free shops and pork, which fell by 1.60% and 1.40% respectively [2]. Group 2: Capital Flow - The photolithography sector attracted a net inflow of 1.794 billion yuan, with 27 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2]. - Kaimete Gas led the net inflow with 772 million yuan, followed by Wavelength Optoelectronics, Zhangjiang Hi-Tech, and Saiwei Electronics with net inflows of 359 million yuan, 129 million yuan, and 118 million yuan respectively [2]. - The net inflow ratios for Kaimete Gas, Yongxin Optical, and Wavelength Optoelectronics were 48.64%, 43.51%, and 31.66% respectively, indicating strong investor interest [3].

Market Performance - The optical and optoelectronic sector increased by 1.42% on September 17, with Wavelength Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Highlights - Wavelength Optoelectronics (301421) closed at 88.12, with a significant increase of 20.01% and a trading volume of 129,000 shares, amounting to a transaction value of 1.133 billion [1] - Su Dawei Ge (300331) saw a rise of 14.66%, closing at 38.47 with a trading volume of 715,200 shares, totaling 2.64 billion [1] - Hongli Zhihui (300219) increased by 11.40%, closing at 7.62 with a trading volume of 1,169,900 shares, amounting to 906 million [1] - Fuzhijing Technology (002222) and Yongxin Yuanzi (603297) both rose by 10.00%, closing at 46.40 and 108.20 respectively [1] Fund Flow Analysis - The optical and optoelectronic sector experienced a net inflow of 444 million from institutional investors, while retail investors contributed a net inflow of 119 million [2] - However, there was a net outflow of 563 million from speculative funds [2] Individual Stock Fund Flow - Wavelength Optoelectronics had a net inflow of 342 million from institutional investors, but a net outflow of 262 million from speculative funds [3] - Fuzhijing Technology saw a net inflow of 202 million from institutional investors, with a net outflow of 124 million from speculative funds [3] - Sanan Optoelectronics (600703) had a net inflow of 189 million from institutional investors, while experiencing a small net outflow from speculative funds [3]