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]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300232 | 洲明科技 | 8.22 | 7.31% | 125.31万 | 10.26亿 | | 688299 | 长阳科技 | 19.92 | 4.62% | 37.75万 | 7.36亿 | | 300389 | 艾比森 | 18.80 | 2.62% | ● 14.32万 | 2.689Z | | 002745 | 木林森 | 10.09 | 2.23% | 69.61万 | 2666"9 | | 688378 | 奧来德 | 37.00 | 1.51% | 6.26万 | 2.32亿 | | 300808 | 久量股份 | 32.59 | 1.43% | 4.75万 | 1.53亿 | | 600707 | 彩虹股份 | 7.01 | 1.15% | 68.84万 | 4.85亿 | | 002137 | 实益达 | 9.22 | 1.10% | 38.04万 | 3.53亿 | | 001373 | 翔腾新材 | 42.21 | 0 ...

从基金十大重仓股角度 1月29日，腾景科技跌5.01%，截至发稿，报195.16元/股，成交12.01亿元，换手率4.60%，总市值252.44 亿元。 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%。 嘉实中证2000ETF（159535）基金经理为李直。 截至发稿，李直累计任职时间8年37天，现任基金资产总规模224.95亿元，任职期间最佳基金回报 96.29%， 任职期间最差基金回报-50.62%。 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 数据显示，嘉实基金旗下1只基金重仓腾景科技。嘉实中证2000ETF（159535）四 ...

格隆汇1月29日｜A股市场商业航天股集体回调，其中，北化股份、火炬电子跌停，鸿远电子、通达股 份、坤恒顺维跌超8%，高德红外、顺灏股份跌超7%，九鼎新材、宝钛股份、腾景科技、长盈通、乾照 光电、长光华芯、华丰科技跌超6%。 ...

Group 1 - The core viewpoint of the articles highlights significant developments in various companies related to semiconductor, aerospace, and advanced manufacturing sectors, indicating potential investment opportunities [1] Group 2 - Jianghua Microelectronics (江化微) experienced a stock surge after the announcement of its actual controller changing to the Shanghai State-owned Assets Supervision and Administration Commission, leading to a limit-up on January 20 [1] - Zhongtung High-tech (中钨高新) reported an increase in tungsten metal reserves by 91,700 tons, resulting in a stock price increase of over 2% after initially opening lower on January 21 [1] - Tengjing Technology (腾景科技) signed a high-end optical device sales order worth $1.28 million in the optical communication field, leading to a limit-up on January 22 [1] - Lizhong Group (立中集团) received a project notification for aluminum alloy wheels from a well-known international automotive manufacturer, with expected sales of approximately 1.37 billion yuan, resulting in a stock price increase of over 3% on January 23 [1] Group 3 - A company involved in commercial aerospace and humanoid robotics has achieved small-scale applications of some products in leading commercial aerospace companies [1] - A subsidiary of a company in the robotics and semiconductor testing equipment sector signed a sales contract worth 1.311 billion yuan for semiconductor testing equipment [1] - A company has obtained agency rights for SK Hynix and MTK, as well as distributor qualifications for AMD, with projected net profit growth of 82%-135% year-on-year by 2025 [1]

证券日报网讯1月23日，腾景科技在互动平台回答投资者提问时表示，公司的二维准直器阵列根据客户 需求适配MEMS、液晶等不同技术方案的OCS光交换机产品，同时支持不同端口数量规格的定制，并可 向更高的端口数量规格扩展。我司的二维准直器阵列产品包含自研透镜阵列和自研光纤阵列，技术方案 根据客户需求定制。 ...

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 0.78%, closing at 1553.71 points, with a total trading volume of 6.727 billion shares and a turnover of 334.942 billion yuan, resulting in a weighted average turnover rate of 3.42% [1] - Among the tradable stocks on the STAR Market, 481 stocks closed higher, with 27 stocks experiencing a rise of over 10%, including Ruihua Technology, Laplace, and Zhenlei Technology, which hit the daily limit [1] - The turnover rate distribution shows that 2 stocks had a turnover rate exceeding 20%, 39 stocks between 10% and 20%, 114 stocks between 5% and 10%, 133 stocks between 3% and 5%, 247 stocks between 1% and 3%, and 65 stocks with a turnover rate below 1% [1] Individual Stock Highlights - Aerospace Huanyu had the highest turnover rate at 22.28%, closing up by 13.27% with a trading volume of 1.499 billion yuan [1] - Qingyun Technology closed down by 1.03% with a turnover rate of 20.25%, and a trading volume of 733 million yuan [1] - Other notable stocks with high turnover rates include Gaocai Co., Shengke Nano, and Haohan Depth, with turnover rates of 18.50%, 18.45%, and 18.10% respectively [1] Sector Analysis - The electronics sector had the most stocks with a turnover rate exceeding 5%, totaling 47 stocks, followed by the power equipment and computer sectors with 25 and 20 stocks respectively [2] - In terms of capital flow, 91 stocks with high turnover rates saw net inflows from main funds, with Zhenlei Technology, Jinko Solar, and Xinke Mobile receiving the highest net inflows of 585 million yuan, 445 million yuan, and 436 million yuan respectively [2] - Conversely, stocks with significant net outflows included Lankai Technology, Baiwei Storage, and Tengjing Technology, with net outflows of 932 million yuan, 876 million yuan, and 272 million yuan respectively [2] Leverage Fund Movements - A total of 76 stocks with high turnover rates received net purchases from leveraged funds, with notable increases in financing balances for Zhongkong Technology, Baiwei Storage, and Godewei, which increased by 521 million yuan, 507 million yuan, and 263 million yuan respectively [2] - Stocks with significant decreases in financing balances included Lankai Technology, Moer Thread, and Huafeng Technology, which decreased by 287 million yuan, 189 million yuan, and 188 million yuan respectively [2]

Group 1 - The optical communication module sector experienced a decline, falling by 1.78% [1] - Tengjing Technology saw a significant drop of 6.24% [1] - Xinyi Technology decreased by 6.1% [1] - Zhongji Xuchuang fell by 5.25% [1] - Yuanjie Technology, Dongtianwei, and Guangku Technology all dropped over 3% [1]

Group 1 - The core point of the news is that Tengjing Technology's stock price has dropped by 5.28%, currently trading at 203.66 yuan per share, with a total market capitalization of 26.343 billion yuan [1] - Tengjing Technology, established on October 12, 2013, and listed on March 26, 2021, specializes in the research, production, and sales of precision optical components and fiber optic devices [1] - The company's main business revenue composition is as follows: precision optical components 78.87%, fiber optic devices 16.65%, optical testing instruments 4.43%, and others 0.05% [1] Group 2 - From the perspective of major fund holdings, one fund under Zhongjia Fund has a significant position in Tengjing Technology, with 17,700 shares held, accounting for 4.13% of the fund's net value [2] - The fund, Zhongjia Emerging Growth Mixed A (009855), has a total scale of 23.5241 million, with a year-to-date return of 6.3% and a one-year return of 94.56% [2] - The fund manager, Zhang Yiran, has been in position for 4 years and 181 days, with the best fund return during this period being 112.02% [3]

本报记者 陈潇 算力基础设施加速建设，光通信行业景气度持续攀升。近期，多家光通信相关上市公司披露2025年业绩 预告，预计净利润同比增幅普遍在30%以上，部分企业甚至有望实现翻倍乃至数倍增长。 与此同时，多家公司同步披露新订单进展，业绩增长与订单落地形成共振，行业高景气特征进一步凸 显。 多家企业业绩增长 从业绩表现来看，光通信相关企业盈利能力显著提升。 例如，1月21日晚间，天孚通信发布2025年业绩预告，预计全年实现归属于上市公司股东的净利润18.81 亿元至21.50亿元，同比增长40%至60%；扣非归母净利润同比增幅同样接近六成。公司表示，人工智能 行业加速发展及全球数据中心建设提速，带动高速光器件需求持续增长。 天孚通信此前在接受机构调研时透露，公司已具备800G及1.6T高速光引擎的量产能力，1.6T产品已实现 正常交付，并持续推进性能优化与成本控制。在行业需求快速增长的背景下，部分物料存在阶段性提产 瓶颈，公司正通过加强供应链协同来保障交付能力。 同样受益于AI算力与数据中心建设的还有剑桥科技。1月16日，剑桥科技公告称，预计2025年实现归母 净利润2.52亿元至2.78亿元，同比增长51.1 ...