证券代码：688195 证券简称：腾景科技 公告编号：2026-004 腾景科技股份有限公司 关于申请注册发行银行间债券市场非金融企业债务融资工具的 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、准确性和完整性依法承担法律责任。 为满足腾景科技股份有限公司（以下简称"公司"）经营发展资金需求，降低 财务费用，为公司高质量发展提供低成本资金支持，根据《中华人民共和国公司法》 （以下简称《公司法》）《银行间债券市场非金融企业债务融资工具管理办法》等 法律法规及《腾景科技股份有限公司章程》（以下简称《公司章程》）规定，结合 公司经营实际和银行间债券市场现状，公司于 2026 年 2 月 11 日召开第三届董事会 第二次会议，审议通过了《关于申请注册发行银行间债券市场非金融企业债务融资 工具的议案》，董事会同意公司拟向中国银行间市场交易商协会（以下简称"交易 商协会"）申请注册发行总额不超过人民币 10 亿元的非金融企业债务融资工具，具 体情况如下： 一、发行方案的主要内容 （一）发行品种 债务融资工具发行品种包括但不限于超短期融资券、短期融资券、中期票据 ...

腾景科技股份有限公司 第一章 总则 第一条 为规范腾景科技股份有限公司（以下简称"公司"）信用类债券市 场信息披露行为，保护投资者合法权益，依据《中华人民共和国公司法》《中 华人民共和国证券法》《公司信用类债券信息披露管理办法》《银行间债券市场非 金融企业债务融资工具信息披露规则》等相关法律、行政法规、部门规章、规范 性文件及《公司章程》的相关规定，结合公司实际情况，特制定本制度。 第二条 本制度所称公司信用类债券（以下简称"债券"）包括企业债券、公 司债券和非金融企业债务融资工具。公司公开发行的企业债券、公司债券以及银行 间债券市场非金融企业债务融资工具的发行及存续期信息披露适用本制度。公司非 公开（含定向）发行的公司信用类债券信息披露规则参照本制度执行。 中国人民银行、国家发展和改革委员会、中国证券监督管理委员会（以下简称 "公司信用类债券监督管理机构"）依法对公司债券的信息披露进行监督管理。 第三条 本制度所称"信息"是指债券发行及存续期内，可能影响投资者判断 投资价值和投资风险或者公司发生可能影响其偿债能力的重大事项以及相应监管 部门要求披露的信息。 本制度所称"信息披露"，系指在债券发行时或存续期限 ...

证券代码：688195 证券简称：腾景科技 公告编号：2026-003 腾景科技股份有限公司 关于 2026 年度申请综合授信额度及担保额度预计的 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。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | | 本次担保金额 | | 实际为其提供的 | | 本次担保 | | --- | --- | --- | --- | --- | --- | --- | | | | （2026 | 年度预 | 担保余额（不含 | 是否在前期预计额度内 | 是否有反 | | | | 计担保金额） | | 本次担保金额） | | 担保 | | OPTOWIDE TECHNOLOGIES (THAILAND) CO., LTD. | 2 | | 亿元 | 1.2 亿元 | 不适用：本次为年度担保额度预计 | 否 | | 合肥众波功能材料有限公司 | | | 5 亿元 | 1.6 亿元 | 不适用：本次为年度担保额度预计 | 否 | | 高迈光通讯技术（福建）有限公司 | | 1.5 | 亿元 | ...

证券代码：688195 证券简称：腾景科技 公告编号：2026-005 腾景科技股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 召开日期时间：2026 年 2 月 27 日 14 点 30 分 召开地点：福州市马尾区珍珠路 2 号 11 楼公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 2 月 27 日 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投 票，应按照《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》 等有关规定执行。 至2026 年 2 月 27 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 股东会召开日期：2 ...

2月10日，腾景科技跌5.05%，截至发稿，报231.20元/股，成交8.76亿元，换手率2.86%，总市值299.06 亿元。 截至发稿，吕鑫累计任职时间4年185天，现任基金资产总规模64.11亿元，任职期间最佳基金回报 118.07%， 任职期间最差基金回报-28.89%。 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。 资料显示，腾景科技股份有限公司位于福建省福州市马尾科技园区珍珠路2号(自贸试验区内)，成立日 期2013年10月12日，上市日期2021年3月26日，公司主营业务涉及专业从事各类精密光学元件、光纤器 件研发、生产和销售。主营业务收入构成为：精密光学元组件78.87%，光纤器件16.65%，光测试仪器 4.43%，其他0.05%。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓腾景科技。广发上证科创板200ETF（588140）四季度持有股数 4.78万股，占基金净值比例为1.37 ...

Group 1: Precision Medicine and Robotics - The report highlights Jingfeng Medical-B as a leader in surgical robotics in China, driving advancements in surgical procedures through continuous technological innovation, with rapid growth in global clinical surgeries and domestic sales [2][3] - The company is projected to achieve revenues of 432 million, 811 million, and 1.236 billion yuan from 2025 to 2027, with a target price of 73.20 yuan for 2026 based on a 35X PS valuation [3] - Jingfeng Medical has established a comprehensive surgical solution with its innovative multi-port and single-port robotic systems, becoming the first in China and the second globally to obtain regulatory approval for multiple robotic systems [3][4] Group 2: Market Performance and Sales Growth - In 2024, Jingfeng Medical sold 20 multi-port surgical robots, ranking first among domestic manufacturers, with clinical applications covering over 220 hospitals across 30 provinces in China [4] - The company's total revenue is expected to increase from 48 million yuan in 2023 to 160 million yuan in 2024, with a significant rise from 30 million yuan in the first half of 2024 to 149 million yuan in the first half of 2025 [4] - The report indicates that Jingfeng Medical's international expansion has led to explosive growth in overseas orders, with 72 out of 118 signed global sales agreements for core products being from overseas markets [5] Group 3: Precision Manufacturing and Emerging Industries - The report covers Xingrui Technology as a leading precision manufacturing enterprise in China, focusing on automotive electronics and actively expanding into emerging industries, with a target price of 32.11 yuan [6][8] - Revenue projections for Xingrui Technology are 1.626 billion, 1.980 billion, and 2.482 billion yuan from 2025 to 2027, with an expected EPS of 0.48, 0.69, and 0.95 yuan respectively [6] - The company has established a robust product matrix, including electronic connectors and structural components, with applications in new energy vehicle systems and consumer electronics, enhancing its competitive advantage in the automotive electronics sector [7] Group 4: Strategic Partnerships and Market Expansion - Xingrui Technology has formed strategic partnerships to expand into the liquid cooling industry, collaborating with Green Cloud to develop advanced technologies and products for data centers [8] - The company has a strong customer base, collaborating with renowned brands in consumer electronics and new energy sectors, and has established a global business layout with factories in multiple locations [7][8] - The report emphasizes the potential for Xingrui Technology to benefit from the growing demand for liquid cooling solutions driven by energy efficiency upgrades in data centers [8]

投资要点： OCS 核心厂商，AI 光通信驱动发展 腾景科技(688195) 腾景科技深度报告 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 余伟民(分析师) | 010-50949926 | yuweimin@gtht.com | S0880525040028 | | 王彦龙(分析师) | 010-83939775 | wangyanlong@gtht.com | S0880519100003 | | 舒迪(分析师) | 021-38676666 | shudi@gtht.com | S0880521070002 | | 吴小沛(研究助理) | 021-23187269 | wuxiaopei@gtht.com | S0880125042240 | 本报告导读： 光通信与新兴业务高速增长，OCS 市场呈现高速增长态势，主要受 AI 集群和高性 能计算需求推动。 | [Table_Finance] 财务摘要(百万元) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- ...

Group 1 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]

Investment Rating - The report assigns a rating of "Buy" to the company with a target price of 262.35 CNY, compared to the current price of 221.01 CNY [5]. Core Insights - The company is expected to benefit from the rapid growth in the optical communication market driven by AI computing demands, with projected revenues of 5.92 billion CNY, 7.68 billion CNY, and 9.81 billion CNY for 2025-2027 [10]. - The net profit forecast for the same period is 870 million CNY, 1.28 billion CNY, and 1.71 billion CNY, with earnings per share (EPS) of 0.68 CNY, 0.99 CNY, and 1.32 CNY respectively [10]. - The company has a strong focus on optical communication and has diversified its product offerings, including precision optical components, fiber optic devices, and optical testing instruments [14][29]. Financial Summary - Total revenue is projected to grow from 340 million CNY in 2023 to 981 million CNY in 2027, reflecting a compound annual growth rate (CAGR) of approximately 27.8% [4]. - Net profit attributable to the parent company is expected to increase from 42 million CNY in 2023 to 171 million CNY in 2027, with a significant growth rate of 33.8% in the final year [4]. - The company’s return on equity (ROE) is forecasted to rise from 4.6% in 2023 to 14.5% in 2027 [4]. Market Trends - The optical communication sector is experiencing rapid growth, primarily driven by the demand for AI clusters and high-performance computing [2][10]. - The global optical module market is expected to reach approximately 25 billion USD by 2029, with a CAGR of 15% from 2023 to 2029, largely fueled by strong demand from AI applications [10]. - The OCS market is identified as a key area for growth, with its practical value in AI computing scenarios being highlighted [10]. Company Development - The company has established a solid foundation in the optical field, with a focus on technological innovation and a diverse product range [14][15]. - It has a clear and stable shareholding structure, with a management team that has extensive industry experience [17][20]. - Recent strategic moves include the acquisition of XunT Technology to enhance its optical module product scale and capabilities [26][27].

Market Overview - The A-share market experienced an overall upward trend on February 9, with the ChiNext Index rising over 3% and more than 4,400 stocks gaining [1][2] - The Shanghai Composite Index closed at 4,113.28 points, up 1.17%, while the Shenzhen Component Index rose by 2.07% and the Sci-Tech Innovation Board Index increased by 2.22% [1][2] Sector Performance - The communication sector saw significant gains, with an increase of over 5% during the session, leading to a surge in individual stocks reaching their daily limit [2] - Notable stocks included Tianfu Communication and Guangku Technology, both hitting the daily limit and achieving historical highs [2][3] Individual Stock Highlights - Tianfu Communication (300394) and Guangku Technology (300620) both recorded a 20% increase, closing at 303.56 and 188.28 respectively [3][5] - Other notable performers in the communication sector included Taicheng Light (300570) with a 16.27% rise and Changru Technology (688143) with a 14% increase [3] Media and Electronics Sectors - The media sector also performed well, with an overall increase of over 3%, featuring multiple stocks like Zhongwen Online and Rongxin Culture hitting their daily limit [4][5] - The electronics sector saw a rise of over 2%, with stocks such as Juguang Technology and Tengjing Technology achieving significant gains of 19.45% and 14.47% respectively [6] Other Sector Performances - Other sectors such as comprehensive, machinery, power equipment, and computers also showed strong performance, while sectors like oil and food and beverage lagged behind [6]