股票频道更多独家策划、专家专栏，免费查阅>> | 代码 | | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688025 | 杰譜特 | 1 | 20.00 | 154亿 | 14.22 | | 300394 | 天学通信 | 1 | 16.11 | 2022 乙 | 28.10 | | 688167 | 炬光科技 | 1 | 15.48 | 224亿 | 42.34 | | 920045 | 德东光 | 策 | 13.23 | 255亿 | 21.37 | | 300757 | 罗博特科 | 1 | 12.95 | 636亿 | 62.67 | | 301205 | 联特科技 | -18- | 12.33 | 296亿 | 35.32 | | 300570 | 太辰光 | 1 | 10.83 | 279亿 | 6.27 | | 601869 | 长飞乐线 | 1 | 10.00 | 1235亿 | 28.15 | | 600330 | 天通股份 | 1 | 9.98 | 167亿 | 3.27 | | 688313 | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688025 | 杰譜特 | 1 | 20.00 | 154亿 | 14.22 | | 300394 | 天学通信 | 1 | 16.11 | 2022亿 | 28.10 | | 688167 | 炬光科技 | 1 | 15.48 | 224亿 | 42.34 | | 920045 | 衡东光 | 报 | 13.23 | 255亿 | 21.37 | | 300757 | 罗博特科 | 1 | 12.95 | 636亿 | 62.67 | | 301205 | 联特科技 | 事 | 12.33 | 296亿 | 35.32 | | 300570 | 太辰光 | 1 | 10.83 | 279亿 | 6.27 | | 601869 | 长飞乐线 | 1 | 10.00 | 1235亿 | 28.15 | | 600330 | 天通股份 | 1 | 9.98 | 167亿 | 3.27 | | 688313 | 任佳光子 | 1 | 9.21 | 423亿 | ...

Group 1: Precious Metals Market - Spot gold first broke the $5500/oz mark, reaching nearly $5600/oz before dropping below $5200/oz [1] - The non-ferrous metals sector saw significant declines, with major companies like Zijin Mining and Luoyang Molybdenum falling over 8% and 9% respectively [1] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in key stocks like CATL and Sungrow [1] Group 2: Agricultural and Consumer Sectors - Some cyclical sectors showed strong performance, with agriculture and aquaculture sectors rising significantly, indicating a typical rotation pattern in commodity markets [1] - The rise in agricultural products is expected to transmit to the aquaculture sector and further into the consumer market [1] - By the close of the morning session, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index by 0.96%, while the ChiNext Index increased by 0.8% [1] Group 3: Film and Entertainment Sector - The film and cinema sector saw active performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][6] - A favorable policy environment, including the State Council's plan to enhance service consumption, is expected to support the film industry [6][7] - The upcoming 2026 Spring Festival film lineup is anticipated to drive market recovery, with multiple new films scheduled for release [7] Group 4: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication reaching historical highs [7] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [10] - Despite short-term supply gaps in high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [10]

Core Viewpoint - Juguang Technology (688167.SH) is undergoing a significant transformation in the laser and optics sector, with a projected net loss of 32 million to 42 million yuan for 2025, although the loss has narrowed compared to the previous year, indicating potential recovery in profitability [1] Group 1: Financial Performance - The company reported a positive net profit of 27.187 million yuan in the third quarter, marking a significant turnaround after a year of global asset integration [1] - Revenue is expected to grow by approximately 40% year-on-year, driven by increased product shipments in the automotive sector and higher sales of high-margin products [5] - Despite revenue growth, the company still faces losses due to increased expenses, particularly in R&D, which has led to a total loss of 51.5415 million yuan in the first half of the year [6] Group 2: Asset Integration and Cost Management - The acquisition of Heptagon assets is still in the integration phase, contributing to initial financial pressure, with high labor costs and depreciation impacting profitability [3] - To mitigate cost pressures from its Singapore base, the company has relocated production lines from Switzerland to Shaoguan, Guangdong, aiming for an annual output value of approximately 370 million yuan once fully operational [3] - The company emphasizes a strategy of not engaging in loss-making businesses and aims to significantly reduce operational costs through production line transfers [4] Group 3: R&D and Operational Challenges - The company has increased R&D expenditures across multiple locations, which, while essential for growth, has also contributed to financial losses due to the slow conversion of R&D investments into profitable products [6][7] - The mismatch of R&D conducted overseas and manufacturing domestically presents challenges, as the efficiency of supply chain migration must offset the costs associated with acquisitions and integration [7] - The Heptagon business, while showing revenue growth, has not yet reached a breakeven point in operational costs, indicating ongoing financial strain [7]

进一步统计，近3个月内该股累计发生43笔大宗交易，合计成交金额为2.72亿元。该股近5个交易日累计 上涨10.76%，主力资金合计净流入4574万元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 第1笔成交价格为189.00元，成交2.00万股，成交金额378.00万元，溢价率为-12.42%，买方营业部为广 发证券股份有限公司总部，卖方营业部为中信建投证券股份有限公司西安市南大街证券营业部。 第2笔成交价格为189.00元，成交1.74万股，成交金额329.71万元，溢价率为-12.42%，买方营业部为瑞 银证券有限责任公司上海花园石桥路证券营业部，卖方营业部为中信建投证券股份有限公司西安市南大 街证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月29日，炬光科技收跌2.01%，收盘价为215.80元，发生2笔大宗交易，合计成交量3.74万股，成交金 额707.71万 ...

证券代码：688167 证券简称：炬光科技 公告编号：2026-008 西安炬光科技股份有限公司 重要内容提示： 股东持有的基本情况 本次减持计划实施前，延绥斌持有西安炬光科技股份有限公司（以下简称"公 司"）80,128 股，占公司总股本的 0.0892%。上述股份均为在公司首次公开发行 前取得的股份，已于 2024 年 12 月 24 日解除限售并上市流通。 减持计划的实施结果情况 2025 年 12 月 20 日，公司披露了《西安炬光科技股份有限公司股东减持股 份计划公告》（公告编号：2025-094），延绥斌拟通过集中竞价交易、大宗交易 方式合计减持不超过 80,128 股，即合计不超过公司总股本的 0.0892%。 2026 年 1 月 29 日，公司收到延绥斌出具的《股份减持计划实施结果告知函》， 在本次减持计划期间，延绥斌通过集中竞价、大宗交易方式合计累计减持公司股 份 80,128 股，本次减持计划已实施完毕。 现将减持计划实施结果情况公告如下： | 股东名称 | 延绥斌 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | √是 □否 | | | ...

格隆汇1月29日丨炬光科技(688167.SH)公布，2026年1月29日，公司收到延绥斌出具的《股份减持计划 实施结果告知函》，在本次减持计划期间，延绥斌通过集中竞价、大宗交易方式合计累计减持公司股份 80,128股，本次减持计划已实施完毕。 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-29 | 炬光科技 | 688167 | 189 | 378 | 2 | 友证券股份有限 公司总部 | 中信建投证券股份 有限公司西安市南 大街证券营业部 | | | 2026-01-29 | 炬光科技 | 688167 | 189 | 329.71 | 1.74 | 品 公司 上海交营品 瑞福注意代 | 中信建投证券股份 有限公司西安市南 大街证券营业部 | | 1月29日，炬光科技大宗交易成交3.74万股，成交额707.71万元，占当日总成交额的0.52%，成交价189元，较市场收盘价215.8元折价12.42%。 ...

Core Viewpoint - The company, Juguang Technology (688167.SH), forecasts a net loss attributable to shareholders of the parent company for 2025, estimated between -42 million to -32 million yuan, indicating a significant reduction in losses compared to the previous year, with a decrease of approximately 132.91 million to 142.91 million yuan, representing a year-on-year narrowing of losses by 75.99% to 81.70% [1] Group 1: Financial Performance - The expected net profit attributable to shareholders of the parent company is projected to improve, with a reduction in losses compared to the previous year [1] - The company anticipates a revenue growth of approximately 40% year-on-year, driven by increased shipments in optical communications, consumer electronics, semiconductor processes, and the automotive sector [1] - The overall gross margin is expected to improve due to a higher proportion of high-margin products in optical communications and semiconductor processes, alongside cost reductions from operational excellence and lean manufacturing [1] Group 2: Asset Management - The company previously made significant provisions for asset impairments based on prudence, which are not expected to recur in the current year [1] - A settlement agreement with SÜSS MicroTec SE has been reached, resulting in compensation that will be included in non-operating income [1]

Core Viewpoint - The company, Juguang Technology (688167.SH), expects a net profit attributable to shareholders to range from -42 million yuan to -32 million yuan in 2025, indicating a year-on-year loss reduction of 75.99% to 81.70 [1] Group 1: Financial Performance - The company's revenue is projected to grow approximately 40% year-on-year, driven by increased shipment volumes in the optical communication, consumer electronics, semiconductor processing, and automotive sectors [1] - The proportion of high-margin products in the optical communication and semiconductor processing sectors has increased, contributing to an overall improvement in gross margin [1] Group 2: Operational Efficiency - Enhanced operational excellence and lean manufacturing practices have led to a reduction in costs, further supporting the increase in gross margin [1]