格隆汇2月26日｜A股市场商业航天股集体走强，其中，春晖智控涨超16%，通光线缆涨12%，中科环 保、华丰科技涨超11%，云南锗业、鸿远电子10CM涨停，飞沃科技、本川智能涨超9%，应流股份、江 顺科技、钢研高纳涨超8%，长盈通涨超7%，斯瑞新材、易事特涨超6%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 300943 | 春晖智控 | 1 | 16.30 | 76.33亿 | 80.22 | 37.45 | | 300265 | 通光线缆 | 0 | 12.00 | 88.19亿 | 40.75 | 18.86 | | 301175 | 中村环保 | 1 | 11.27 | 106亿 | 22.00 | 7.21 | | 688629 | 华丰科技 | 4 | 11.22 | 562亿 | 21.77 | 121.84 | | 002428 | 不用猪业 | 1 | 10.01 | 290亿 | 39.81 | 44.39 | | 603267 | 鸿远电子 | | 10. ...

股票频道更多独家策划、专家专栏，免费查阅>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 300943 | 春晖智控 | 1 | 16.30 | 76.33 Z | 80.22 | 37.45 | | 300265 | 通光线缆 | 1 | 12.00 | 88.19亿 | 40.75 | 18.86 | | 301175 | 中科研保 | 1 | 11.27 | 106亿 | 22.00 | 7.21 | | 688629 | 华丰科技 | 1 | 11.22 | 562亿 | 21.77 | 121.84 | | 002428 | 不用猪V | 1 | 10.01 | 290亿 | 39.81 | 44.39 | | 603267 | 鸿远电子 | | 10.01 | 150亿 | 19.14 | 64.85 | | 301232 | 飞沃科技 | 1 | 9.26 | 151亿 | 19.40 | 201.04 | | 300964 | 本川智能 | | 9.08 | 5 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日低空经济板块主力资金净流出16.79亿元，游资资金净流入2.17亿元，散户资金 净流入14.62亿元。低空经济板块个股资金流向见下表： 证券之星消息，2月13日低空经济板块较上一交易日下跌0.43%，长盈通领跌。当日上证指数报收于 4082.07，下跌1.26%。深证成指报收于14100.19，下跌1.28%。低空经济板块个股涨跌见下表： ...

Group 1 - The stock price of Changying Tong increased by 4.6%, reaching 67.8 yuan per share, marking a new high [1] - The total market capitalization of the company surpassed 8.731 billion yuan [1] - The trading volume amounted to 197 million yuan [1]

Summary of Conference Call Notes Industry Overview - The focus is on the North American CSP (Cloud Service Provider) capital expenditure, which is experiencing strong growth. The report emphasizes the importance of the CPO (Coherent Photonic Optics) and fiber optic industries [1][2]. Key Points 1. **Acceleration of CPO Development** - Lumentum has announced that it has secured several hundred million dollars in orders related to CPO. - Expected revenue from CPO is projected to be approximately $50 million in Q4 2026, with a significant surge anticipated in the first half of 2027. - The report suggests paying attention to the CPO supply chain, including components such as optical engines, FAU, laser ELS, MPO, shuffle boxes, and polarization-maintaining fibers. - Relevant companies in this space include Tianfu Communication, Yuanjie Technology, Shijia Photonics, Taicheng Light, Changfei Fiber, Changying Tong, and Robotek [1][2]. 2. **Fiber Optic Industry Transition** - The fiber optic cable industry has shifted from recovery to a phase characterized by "tight supply and simultaneous increase in volume and price." - As a capital-intensive industry, it is expected that new capacity will be difficult to add in the short term, leading to continued price increases. - Companies with optical fiber rod production capacity, such as Changfei Fiber, Hengtong Optic-Electric, Zhongtian Technology, and Fenghuo Communication, are recommended for focus. - Additionally, companies with significant fiber optic capacity or specialized fiber optics, such as Tefa Information and Changying Tong, are also highlighted [2]. 3. **Strong Capital Expenditure Growth Among CSPs** - Four major North American CSPs are expected to maintain strong capital expenditure growth through Q4 2025, with optimistic guidance for future capital expenditures. - All companies expressed a consensus on the "strong demand for AI and tight supply of computing power." - The overseas AI computing power supply chain is viewed positively, while the domestic AI competition is ongoing, with issues such as traffic congestion during Alibaba's Qianwen event noted. - Attention is also recommended for the domestic computing power supply chain [2]. Additional Recommendations - The report recommends specific companies for investment consideration: Zhongji Xuchuang, Tianfu Communication, Changfei Fiber, Hengtong Optic-Electric, Zhongtian Technology, and Yuanjie Technology [3].

Core Viewpoint - Yitang Co., Ltd. indicated that if there are any future share repurchase plans, the company will fulfill its information disclosure obligations in accordance with the rules of the Sci-Tech Innovation Board [2] Group 1 - The company responded to investor inquiries on its interactive platform [2] - The company is committed to transparency regarding any potential share repurchase plans [2]

Group 1 - Intercontinental Oil and Gas (600759) experienced a significant price surge, closing at the daily limit after opening with a drop limit, with a trading volume exceeding 4 billion yuan [2] - The CPO concept stocks continued to rise, with Zhilifang hitting a historical high with a 20% limit increase; Keri Technology and Huanxu Electronics also reached their daily limit [2] - Other stocks such as Yitian Co. and Aotwei increased by over 10%, while Changyingtong and Zhongfu Circuit also saw notable gains [2] Group 2 - Changyingtong rose by 7.26% to 58.53, with an increase of 11.12% [4] - Zhongfu Circuit increased by 7.16% to 78.40, with a rise of 5.67% [4] - Fenghuo Communication saw a rise of 7.14% to 41.86, with an increase of 5.63% [4]

Core Viewpoint - The company, Wuhan Changying Tongguang Technology Co., Ltd., is acquiring 100% equity of Wuhan Shengyisheng Optoelectronics Technology Co., Ltd. through a combination of share issuance and cash payment, with regulatory approvals obtained for the transaction [1]. Group 1: Transaction Details - The company received approval from the China Securities Regulatory Commission on September 5, 2025, for the issuance of shares to purchase assets [1]. - The market supervision bureau approved the business change related to the transaction on September 29, 2025, and a new business license was issued [1]. - The transaction's valuation benchmark date is set for December 31, 2024, with the asset delivery date on September 29, 2025, resulting in a transition period from January 1, 2025, to September 30, 2025 [2]. Group 2: Financial Arrangements - During the transition period, profits from the acquired assets will be enjoyed by the company, while any losses will be borne by the transaction counterparties [3]. - The net profit attributable to the parent company during the transition period was reported as ¥16,820,680.94, with no operational losses incurred, thus no compensation from counterparties is required [3].

Core Viewpoint - The company, Wuhan Changying Tong Optoelectronic Technology Co., Ltd., is acquiring 100% equity of Wuhan Shengyisheng Optoelectronic Technology Co., Ltd. through a combination of issuing shares and cash payment, with the transaction approved by regulatory authorities [1][2]. Group 1: Transaction Details - The transaction involves three parties: Wuhan Chuanglian Zhiguang Technology Co., Ltd., Li Longqin, and Ningbo Chengfenghao Enterprise Management Co., Ltd. [1] - The acquisition was approved by the China Securities Regulatory Commission on September 5, 2025, and the business license for the target company was updated on September 29, 2025 [2]. Group 2: Transition Period and Profit/Loss Arrangement - The transition period for the asset is defined from January 1, 2025, to September 30, 2025, with the valuation benchmark date set as December 31, 2024 [2][3]. - During the transition period, profits generated by the target assets will belong to the company, while any losses will be the responsibility of the transaction parties [3]. Group 3: Audit Results - The audit conducted by Zhongshun Zhonghuan Accounting Firm revealed that the net profit attributable to the parent company during the transition period was approximately 16.82 million yuan, with no operational losses reported [3].

武汉生一升光电科技有限公司 专项审计报告 过渡期损益情况专项审计报告 众环专字(2026)0100200 号 武汉生一升光电科技有限公司全体股东: 一、审计意见 我们审计了武汉生一升光电科技有限公司(以下简称"生一升光电")2025年1月1日 至 2025年9月30日过渡期合并利润表及相关附注(以下简称过渡期合并利润表)。 我们认为,后附的过渡期合并利润表在所有重大方面按照"附注二所述编制基础"编制, 公允反映了生一升光电 2025年1月1日至 2025年9月30 日的交割过渡期经营成果。 众环专字(2026)0100200 号 生一升光电管理层(以下简称"管理层")负责按照"附注二所述编制基础"编制过渡 期合并利润表,使其实现公允反映,并设计、执行和维护必要的内部控制,以使过渡期合并 审计报告第1页共3页 利润表不存在由于舞弊或错误导致的重大错报。 在编制过渡期合并利润表时,管理层负责评估生一升光电的持续经营能力,披露与持续 经营相关的事项(如适用),并运用持续经营假设,除非管理层计划清算生一升光电、终止 运营或别无其他现实的选择。 治理层负责监督生一升光电的财务报告过程。 我们的报告仅用于长盈通发行股份及 ...