资金流向方面，该股今日全天主力资金净流入1.83亿元。（数据宝） 炬光科技12月17日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 28046.45 | | 沪股通专用 | 19454.23 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 7697.23 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 6993.43 | | 机构专用 | 5245.64 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 24801.21 | | 国泰海通证券股份有限公司总部 | 5994.82 | | 中信证券股份有限公司上海分公司 | 4700.34 | | 机构专用 | 4159.81 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 4012.94 | （文章来源：证券时报网） 12月17日炬光科技（688167）收盘价186.02元，收盘上涨17.34%，全天换手率12.90%，振幅19.90%，成 交额20.25亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计 ...

Market Performance - The Shanghai Composite Index closed at 3870.28 points, up 1.19%, with a trading volume of 766.8 billion yuan [1] - The Shenzhen Component Index closed at 13224.51 points, up 2.4%, with a trading volume of 1044.325 billion yuan [1] - The ChiNext Index closed at 3175.91 points, up 3.39%, with a trading volume of 495.114 billion yuan [1] - The STAR Market 50 Index closed at 1325.33 points, up 2.47%, with a trading volume of 50.2 billion yuan [1] - The total trading volume of both markets reached 1811.125 billion yuan, an increase of 86.946 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as telecommunications, non-ferrous metals, insurance, precious metals, electronics, chemicals, power equipment, and media [2] - Concepts like CPO, lithium mining, optical communication modules, liquid cooling, copper cable high-speed connections, fluorine chemicals, PCB, and composite current collectors showed active trends [2] - The agriculture, defense, and liquor sectors experienced declines, with weaker trends in concepts like space stations, satellite internet, duty-free, rental sales, and grain [2] Fund Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 6.73 billion yuan [3] - The ChiNext saw a net outflow of 4.067 billion yuan, while the CSI 300 index experienced a net outflow of 5.145 billion yuan [4] - The telecommunications sector had the highest net inflow of main funds, amounting to 4.529 billion yuan, followed by non-ferrous metals, electronics, and power equipment [4] Individual Stock Performance - A total of 2117 stocks saw net inflows of main funds, with 93 stocks receiving over 100 million yuan in net inflows [5] - The stock with the highest net inflow was Zhongji Xuchuang, with 1.426 billion yuan, followed by Xinyi Sheng, Shenghong Technology, Tianfu Communication, and others [6] - Conversely, 3043 stocks experienced net outflows, with 75 stocks seeing over 100 million yuan in net outflows [7] - The stock with the highest net outflow was Pingtan Development, with 1.459 billion yuan, followed by Yonghui Supermarket, Aerospace Development, and others [8] Institutional Activity - Institutional seats had a net buy of approximately 471 million yuan, with 16 stocks being net bought and 11 stocks being net sold [9] - The stock with the highest net buy from institutions was Juguang Technology, with about 291 million yuan [10] - The stock with the highest net sell was Yingweike, with approximately 22 million yuan, followed by Xue Ren Group, Guangxun Technology, and others [11]

Market Overview - On December 17, the Shanghai Composite Index rose by 1.19%, the Shenzhen Component Index increased by 2.4%, and the ChiNext Index surged by 3.39% [2] - A total of 46 stocks appeared on the "Dragon and Tiger List" due to significant market movements, with the highest net inflow of funds recorded for Shenzhen South Circuit (002916.SZ) at 268 million yuan [2][3] Stock Performance - Shenzhen South Circuit saw a net purchase of 268 million yuan, accounting for 7.32% of the total trading volume, and closed up by 10% with a turnover rate of 2.6% [3][5] - The stock with the highest net outflow was Snowman Group (002639.SZ), which experienced a net sell-off of 394 million yuan, representing 6.64% of the total trading volume, and closed up by 2.72% with a turnover rate of 46.68% [3][6] Institutional Activity - Institutions were active in 31 stocks on the Dragon and Tiger List, with a total net purchase of 467 million yuan, comprising 18 net buys and 13 net sells [6] - The stock with the highest net purchase by institutions was Juguang Technology (688167.SH), which closed up by 17.34% with a turnover rate of 12.9% [7] Northbound Capital Flow - Northbound funds participated in 16 stocks on the Dragon and Tiger List, with a total net purchase of 51.17 million yuan, including a net buy of 14.59 million yuan for Shenzhen South Circuit [12] - The highest net sell for Northbound funds was also for Snowman Group, amounting to 14.3 million yuan [12] Common Trends - Both institutions and Northbound funds collectively net bought Shenzhen South Circuit, Shengxin Lithium Energy, and Huabao Cable, while they net sold Yingwei Technology, Biological Shares, and Snowman Group [14] - Divergence was noted in stocks like Guangxun Technology and Huaren Health, where institutions sold while Northbound funds bought [14]

Group 1 - The core viewpoint of the article highlights the significant net buying and selling activities of stocks on December 17, with specific focus on the stocks that appeared on the trading leaderboard [1] - Among the stocks with net buying, ShenNan Circuit had the highest net purchase amount of 146 million yuan, followed by Shengxin Lithium Energy with 109 million yuan, Aerospace Machinery with 85.18 million yuan, and Guangxun Technology with 66.42 million yuan [1] - The stocks with the highest net selling included XueRen Group with a net selling amount of 143 million yuan, followed by Biological Shares with 54.91 million yuan and Juguang Technology with 53.47 million yuan [1]

Summary of Key Points Core Viewpoint - On December 17, a total of 32 stocks were involved with institutional investors, with 18 showing net buying and 14 showing net selling. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Juguang Technology: Net buying amount of 291.32 million yuan, with a price increase of 17.34% [1][2] - ShenNan Circuit: Net buying amount of 173.44 million yuan, with a price increase of 10.00% [1][2] - Hualing Cable: Net buying amount of 124.66 million yuan, with a price increase of 5.21% [1][2] Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Yingweike: Net selling amount of 220.25 million yuan, with a price increase of 10.00% [1][3] - XueRen Group: Net selling amount of 140.22 million yuan, with a price increase of 2.72% [1][3] - Guangxun Technology: Net selling amount of 124.14 million yuan, with a price increase of 10.01% [1][3]

Group 1 - CICC is planning to absorb and merge Dongxing Securities and Xinda Securities through a share swap, with trading resuming on December 18, 2025 [1] - Victory Energy's major shareholder plans to transfer 29.99% of its shares to Qiteng Robotics, with no plans for asset restructuring in the next 12 months [2] - China Metallurgical Group intends to repurchase A-shares worth 1 to 2 billion yuan at a price not exceeding 4.9 yuan per share [3] Group 2 - Boten Co. plans to acquire part of the Yifeng Yunding Fund for 1 yuan, with a commitment to fulfill a 20 million yuan capital contribution [4] - Tongyou Technology has initiated a 50 million yuan accounts receivable factoring business [5] - Gaode Infrared has received approval to issue debt financing tools totaling up to 3 billion yuan [6] Group 3 - Zhengyu Industrial's application for a private placement of A-shares has been approved by the Shanghai Stock Exchange [7] - China CRRC signed contracts totaling approximately 53.31 billion yuan, accounting for 21.6% of its projected 2024 revenue [9] - High Energy Environment's director increased his stake by purchasing 56,100 shares [10] Group 4 - Shantou Technology received approval from the CSRC for a convertible bond issuance [11] - Puyang Co. plans to use up to 900 million yuan of idle funds for entrusted wealth management [12] - Huibai New Materials has been awarded a government subsidy of 3.8 million yuan, with the first installment of 2.12 million yuan already received [13] Group 5 - Jiayuan Technology's shareholders plan to transfer 2.51% of the company's shares through a pricing inquiry [14] - Lingpai Technology's subsidiary terminated a 125 million yuan procurement contract due to market changes [15] - Juguang Technology intends to use up to 200 million yuan of idle funds for cash management [16] Group 6 - Zhongwen Media's subsidiary terminated a 200 million yuan private equity fund subscription due to market changes [17] - Zhifei Biological's modified vaccine for monkeypox has received clinical trial acceptance [19] - GeKowei's subsidiary received a government subsidy of 60 million yuan, accounting for 32.12% of the company's audited net profit [20] Group 7 - Wantai Biological's application for a clinical trial of a respiratory syncytial virus vaccine has been accepted [21] - Haitai Technology plans to increase capital in its Thai joint venture from 500,000 to 3 million Thai baht [22] - Shanghai Airport signed contracts for the transfer of duty-free store operating rights [23] Group 8 - Del Shares received approval to issue shares for the acquisition of 100% of Aizhuo Intelligent [24] - Novozymes' products have obtained EU CE IVDR certification [25] - Shibai Testing's chairman's assistant plans to increase shareholding by 8 to 12 million yuan [26] Group 9 - Huitian New Materials plans to invest approximately 97.68 million yuan in a lithium battery anode glue project [27] - Pudong Construction's subsidiaries won contracts totaling 1.649 billion yuan [29] - Acolyte's subsidiary has entered trial production for a special high-temperature resistant resin project [30] Group 10 - Pingzhi Information's subsidiary signed a 38.25 million yuan computing power service contract [31] - Tianma Technology is required to pay 5.3625 million yuan in taxes and penalties [32] - Yahon Pharmaceutical's clinical trial application for GLX002 has been approved [34]

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 43 stocks were listed, with 23 experiencing net buying and 20 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Juguang Technology (291 million), Shennan Circuit (173 million), and Hualing Cable (125 million) [1] - Shennan Circuit is recognized as a leading domestic IC substrate manufacturer and a major supplier of RF power amplifier PCBs for wireless base stations globally [1] Group 2: Liquid Cooling Technology - Yidong Electronics has developed liquid cooling structures and modules for high-density GPU servers and AI data centers [1] - Yingweike's liquid cooling server pipeline products have achieved V0-level standards and received UL certification, positioning the company as a supplier for NVIDIA's data center components [1] - CICC believes that the launch of Google TPUv7 signifies a shift towards self-developed ASIC clusters, which may accelerate the growth of the AI computing hardware market, including PCBs and liquid cooling systems [1] Group 3: Lithium Battery Sector - Shengxin Lithium Energy's SDLA salt lake project in Argentina has an annual production capacity of 2,500 tons of lithium carbonate equivalent, with normal production conditions [2] - The company is also investing in multiple exploration projects in Argentina, including Pocitos and Arizaro salt lake projects [2] - The company is closely monitoring solid-state battery technology and is developing relevant materials to support future advancements in this area [3] Group 4: Lithium Market Dynamics - On December 17, lithium carbonate futures prices surged, with the main contract increasing by 7% to 108,020 yuan per ton [4] - The Yichun Natural Resources Bureau announced plans to revoke 27 mining rights, raising concerns about a potential supply contraction in lithium resources [4] - Huaxi Securities noted that the revocation of mining rights in Yichun, a key lithium mining area, will directly reduce effective lithium supply, while demand from electric vehicles and energy storage continues to grow [4]

12月17日，沪指涨1.19%，深成指涨2.4%，创业板指涨3.39%。全市场成交额1.83万亿元，超3600股上涨。能源金属、算力硬件、电池、保险等板块涨幅居 前，海南、军工等下跌。 焦点股方面，零售股百大集团晋级5连板，实控人变更的胜通能源4连板、皮阿诺3连板，智能驾驶概念股三羊马3连板，钧达股份、金圆股份（维权）4天2 板，浙江世宝、翠微股份等2连板。 | 代码 | 名称 | 价格 | | 涨幅量 | 换手% 几天几板 2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301123 | 奕东电子 | 52.78 | +8.80 | +20.01% | 18.13% 百板涨停 | 15.347. | 29.93万 液冷+AI服务器 | | 301205 | 联特科技 | 174.00 +29.00 | | +20.00% | 30.14% 自板涨停 | 32.747. | 20.49万 CPO+800G、1. | | 300221 | 古鳌科技 | 16.80 | +2.80 | +20.00% | 1 ...

Core Insights - The rapid development of AI computing power and data centers has led to a surge in demand for optical modules, which are core components of communication links [1][2][3] - Companies such as LianTe Technology, Guangxun Technology, and others are leading the market with significant stock price increases [1][2] Company Summaries - **LianTe Technology (301205.SZ)**: Latest stock price is 174.00 CNY with a daily increase of +20.00%. The company focuses on optical communication module research, production, and sales, mastering key technologies like optoelectronic chip integration [1] - **Guangxun Technology (002281.SZ)**: Latest stock price is 68.59 CNY with a daily increase of +10.01%. It is a global leader in optoelectronic devices, having developed silicon photonics 2.5D/3D integration packaging technology [1] - **JuGuang Technology (688167.SS)**: Latest stock price is 186.02 CNY with a daily increase of +17.34%. The company has acquired Swiss products for efficient collimation and focusing of laser light sources used in optical modules [1] - **Yuanjie Technology (688498.SH)**: Latest stock price is 664.00 CNY with a daily increase of +10.67%. The company is focused on laser products required for CPO, with CW high-power laser technology applicable in the CPO field [1] - **Xinyi Technology (300502.SZ)**: Latest stock price is 446.10 CNY with a daily increase of +9.55%. The company has a deep layout in the CPO field, offering over 3000 types of optical module products across various industry scenarios [1] - **Tianfu Communication (300394.SZ)**: Latest stock price is 217.78 CNY with a daily increase of +9.27%. The company provides overall solutions for optical devices, with mid-to-high-speed optical devices serving CPO-related optical modules [1] - **Hengtong Optic-Electric (600487.SH)**: Latest stock price is 21.67 CNY with a daily increase of +8.84% [1] Additional Company Highlights - **Ruijie Networks (301165.SZ)**: Latest stock price is 83.52 CNY with a daily increase of +7.84%. The company has launched a CPO technology data center switch and contributed to the COBO/CPO switch design white paper [2] - **Guangku Technology (300620.SZ)**: Latest stock price is 166.92 CNY with a daily increase of +7.13%. The company has introduced a high-brightness polarization-maintaining fiber array collimator for CPO applications [2] - **Zhongji Xuchuang (300308.SZ)**: Latest stock price is 589.98 CNY with a daily increase of +6.92%. It is a global leader in optical modules, with CPO being an important evolution direction for its products [2] - **Changxin Bochuang (300548.SZ)**: Latest stock price is 134.33 CNY with a daily increase of +6.91%. The company has released external light source modules for CPO based on silicon photonics technology [2] - **Shijia Photon (688313.SH)**: Latest stock price is 101.90 CNY with a daily increase of +6.63%. The company offers high-power CW DFB laser chip products applicable in CPO packaging [2] - **Huagong Technology (000988.SZ)**: Latest stock price is 77.29 CNY with a daily increase of +6.45%. The company is advancing next-generation high-speed optical modules starting from 1.6T and 3.2T [2] - **Cambridge Technology (603083.SH)**: Latest stock price is 113.00 CNY with a daily increase of +6.00%. The company is researching CPO optoelectronic hybrid packaging technology in collaboration with equipment manufacturers [2] Emerging Trends - Companies are increasingly focusing on CPO (Co-Packaged Optics) technology, which is seen as a significant evolution in optical modules, with many firms actively developing related products and technologies [1][2][3]

中信建投证券股份有限公司 关于西安炬光科技股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为西安炬光科技股份有限公司（以下简称"炬光科技"或"公司"）首次公开发 行股票并在科创板上市的保荐人，根据《证券发行上市保荐业务管理办法》《上 市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》《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》等有关规定，对公司 使用暂时闲置募集资金进行现金管理的事项进行了核查，并发表核查意见如下： 一、投资情况概述 （一）投资目的 为提高募集资金使用效率，在不影响公司募投项目建设实施、募集资金使用 计划和保证募集资金安全的情况下，公司将合理使用闲置募集资金进行现金管理， 本着股东利益最大化的原则，提高募集资金使用效益，为公司和股东获得更多的 回报。 （二）投资金额 在保证不影响公司募集资金投资计划正常进行的前提下，公司拟使用最高不 超过人民币20,000万元（含本数）的暂时闲置募集资金进行现金管理，使用期限 自前次募集资金现金管理的授权到期之日起12个月内有效，即2025年12月27日 ...