隔夜美股反弹，今早日韩芯片股上攻，A股半导体产业链也集体爆发！ 11月6日，沪指涨近1%，重回4000点上方，科创50指数涨近3%。沪深两市半日成交额1.34万亿，较上个交易日放 量1880亿。 半导体产业链爆发，长光华芯20cm涨停，德明利（001309）涨停，海光信息盘中涨超10%。 电网设备股反复走强，摩恩电气（002451）3连板，保变电气（600550）一字涨停2连板。特变电工（600089）触 及涨停续创历史新高。此前伊戈尔（002922）2连板，续创历史新高，另外中国西电（601179）、正泰电器 （601877）、保变电气、顺钠股份（000533）涨停。据智通财经报道，瑞银最新发布的研究报告显示，大幅上调 对中国2028年至2030年电力需求增长的预测。 燃气轮机概念持续走高，三角防务（300775）20cm涨停，全柴动力（600218）、潍柴重机（000880）等多股涨 停。 下跌方面，旅游板块集体下挫，冰雪产业概念股领跌，大连圣亚（600593）跌停。海南板块走弱，海汽集团 （603069）触及跌停，海马汽车（000572）炸板翻绿。 港股同步走强，港股半导体板块持续拉升。香港恒生科技指数 ...

| 代码 | 名称 | 现价 ▼ | 涨跌幅 | | --- | --- | --- | --- | | 600519 | 贵州茅台 | 1435.69 | 1.10% | | 688256 | 寒武纪-U | 1429.34 | 6.03% | 记者丨刘雪莹 编辑丨江佩霞 隔夜美股反弹，今早日韩芯片股上攻，A股半导体产业链也集体爆发！ 11月6日， 沪指涨近1%，重回4000点上方 ，科创50指数涨近3%。沪深两市半日成交额1.34万亿，较上个 交易日放量1880亿。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 4004.25 | 13407.30 | 1525.30 | | +35.00 +0.88% +183.74 +1.39% -0.27 -0.02% | | | | 科创50 | 创业板指 | 万得全A | | 1429.66 | 3210.15 | 6390.91 | | +39.26 +2.82% +43.92 +1.39% +63.62 +1.01% | | | | 沪深300 | 中证500 | 中证A500 | | 4686.45 | 7329 ...

从机构评级来看，近一个月该股获3家机构买入评级。10月27日国金证券发布的研报给予公司买入评级。10月26日华泰证券发布的研报给予公司买入评级，预计公司目标价为86.84元。10月24 科创板个股中，截至发稿上涨的共有418只，涨幅在10%以上的共有6只，涨幅较高的有长光华芯、隆达股份、华盛锂电等，分别上涨20.00%、14.92%、13.52%，下跌的有166只，跌幅较大的 资金面上，长光华芯上一交易日主力资金净流入333.12万元，近5日净流出6567.47万元。 融资融券数据显示，该股最新（11月5日）两融余额为5.30亿元，其中，融资余额为5.30亿元，较上一个交易日增加275.93万元，增幅为0.52%；融券余额为34.04万元，较上一个交易日减少 10月25日公司发布的三季报数据显示，前三季公司共实现营业收入3.39亿元，同比增长67.42%，实现净利润2094.26万元，同比增长133.04%。 11月6日盘中科创板股长光华芯涨停，截至10:49，股价报80.27元，成交12.26亿元，换手率9.24%，振幅17.90%。 ...

南方财经11月6日电，可控核聚变板块延续强势，海陆重工4连板，保变电气2连板，派克新材、合锻智 能、长光华芯、中天科技、哈焊华通跟涨。 ...

内容概况：激光芯片是一种基于半导体材料，能够将电能直接转换为激光的核心光电子元器件。其快速 发展主要得益于两大驱动力量：一方面，新一代信息技术基础设施的快速建设催生了持续增长的市场需 求，5G通信网络的规模部署、数据中心的加速建设以及消费电子领域的创新应用，都对高速率、低功 耗的激光芯片提出了更高要求；另一方面，国家层面持续加大对光电子产业的政策支持力度，通过明确 的产业规划引导和持续的研发投入保障，为行业营造了良好的发展环境。在市场需求持续拉动与产业政 策有力推动的双重作用下，激光芯片行业实现显著成长。数据显示，2021-2024年中国激光芯片行业市 场规模从189.09亿元增长至311.43亿元，年复合增长率为18.09%。未来，随着5G网络的深度覆盖、数据 中心规模的进一步扩容以及智能传感应用的广泛普及，激光芯片产业规模将保持稳步提升态势，预计 2028年中国激光芯片行业市场规模将增长至538.43亿元。 相关上市企业：长光华芯（688048）、炬光科技（688167）、芯碁微装（688630）、奥普光电 （002338）、福晶科技（002222）、容大感光（300576）、彤程新材（603650）、大 ...

Core Viewpoint - Changguang Huaxin announced the resignation of its Chief Financial Officer and Board Secretary, Li Xiaorui, due to personal reasons, effective immediately [1] Summary by Sections - **Company Announcement** - The company’s board received a written resignation report from Li Xiaorui, who will no longer hold any position within the company after his resignation [1]

公司将按照《上海证券交易所科创板上市公司自律监管指引第 1 号——规范 运作》及《公司章程》等相关规定尽快完成新任财务总监、董事会秘书的选聘工 作。在公司聘任新的董事会秘书之前，暂由公司董事长、总经理闵大勇先生代为 履行董事会秘书职责。 关于公司财务总监兼董事会秘书辞职的公告 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。 一、财务总监兼董事会秘书辞职的情况 苏州长光华芯光电技术股份有限公司（以下简称"公司"）董事会于近日收到 公司财务总监兼董事会秘书李晓绕先生递交的书面辞职报告，李晓绕先生因个人 原因，申请辞去财务总监兼董事会秘书的职务。辞去前述职务后，李晓绕先生不 再担任公司任何职务。 李晓绕先生辞职不会影响董事会正常运作、不影响公司日常生产经营和管理。 公司董事会对李晓绕先生担任公司财务总监兼董事会秘书期间为公司发展所做出 的贡献表示衷心的感谢。 证券代码：688048 证券简称：长光华芯 公告编号：2025-051 苏州长光华芯光电技术股份有限公司 特此公告。 苏州长光华芯光电技术股份有限公司董事会 2025 年 11 ...

Core Viewpoint - The company announced the resignation of its Chief Financial Officer and Board Secretary, Li Xiaorui, due to personal reasons, and will expedite the selection of a new CFO and Board Secretary [1] Group 1 - Li Xiaorui submitted a written resignation report and will no longer hold any position within the company after his resignation [1] - The company will appoint a new CFO and Board Secretary as soon as possible [1] - Until a new Board Secretary is appointed, the responsibilities will be temporarily assumed by the company's Chairman and General Manager, Min Dayong [1]

Core Insights - Long光华芯's stock increased by 4.57% on October 29, with a trading volume of 848 million yuan, indicating strong market interest [1] - The company reported a significant year-on-year revenue growth of 67.42% for the first nine months of 2025, reaching 339 million yuan, and a net profit increase of 133.04%, amounting to 20.94 million yuan [2] Financing and Trading Activity - On October 29, Long光华芯 had a net financing purchase of 18.75 million yuan, with a total financing balance of 570 million yuan, representing 4.18% of its market capitalization [1] - The company's margin trading balance is at a high level, exceeding the 90th percentile of the past year [1] - The short selling activity showed a repayment of 2,867 shares with no new short sales, indicating a cautious sentiment among short sellers [1] Shareholder and Institutional Holdings - As of September 30, the number of shareholders increased by 25.49% to 18,200, while the average number of shares held per shareholder decreased by 20.31% to 5,835 shares [2] - The company has distributed a total of 115 million yuan in dividends since its A-share listing, with 47.46 million yuan distributed over the past three years [3] - Notable institutional investors include Hong Kong Central Clearing Limited and new entrants like 兴全趋势投资混合 and 兴全多维价值混合A, indicating growing institutional interest [3]

Market Overview - The semiconductor sector increased by 0.26% on October 29, with Hualing Co. leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Top Gainers in Semiconductor Sector - Anling Co. (Code: 920139) closed at 24.33, up 7.42% with a trading volume of 101,200 shares and a transaction value of 237 million [1] - SIRUI (Code: 688536) closed at 170.28, up 6.71% with a trading volume of 68,700 shares and a transaction value of 1.163 billion [1] - Jiangbolong (Code: 301308) closed at 272.82, up 6.04% with a trading volume of 246,900 shares and a transaction value of 6.681 billion [1] - Changchuan Technology (Code: 300604) closed at 92.52, up 4.96% with a trading volume of 554,400 shares and a transaction value of 5 billion [1] Top Losers in Semiconductor Sector - Zhongke Feicai (Code: 688361) closed at 118.20, down 6.32% with a trading volume of 120,700 shares and a transaction value of 145.7 million [2] - Canxin Co. (Code: 688691) closed at 131.18, down 5.76% with a trading volume of 118,500 shares and a transaction value of 155.5 million [2] - Dawi Co. (Code: 002213) closed at 26.70, down 5.12% with a trading volume of 1,041,600 shares and a transaction value of 288.2 million [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 6.189 billion from institutional investors, while retail investors saw a net inflow of 2.683 billion [2][3] - Major stocks like Huahong Company (Code: 688347) had a net inflow of 457.16 million from institutional investors, but a net outflow of 203 million from speculative funds [3] - Changchuan Technology (Code: 300604) had a net inflow of 346 million from institutional investors, with a net outflow of 192 million from speculative funds [3]