证券之星消息，9月25日光学光电子板块较上一交易日下跌1.04%，腾景科技领跌。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000020 | 深华发A | 15.36 | 10.03% | 12.12万 | | 1.82亿 | | 300909 | 汇创达 | 36.00 | 4.53% | 10.14万 | | 3.61亿 | | 300701 | 林届传感 | 14.15 | 4.04% | 22.52万 | | 3.13亿 | | 002808 | *ST恒久 | 4.88 | 3.83% | 7.51万 | | 3615.10万 | | 300889 | 爰克股份 | 19.87 | 3.60% | 8.43万 | | 1.66 Z | | 301183 | 东田微 | 101.22 | 3.12% | 6.26万 | | 6.31亿 | | ...

Core Insights - The optical and optoelectronic sector experienced a slight increase of 0.31% on September 24, with Shengyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Shengyang Technology (603703) closed at 11.31, with a rise of 10.02% and a trading volume of 323,600 shares, amounting to a transaction value of 355 million [1] - Baoming Technology (002992) closed at 59.06, up 9.35%, with a trading volume of 71,700 shares and a transaction value of 412 million [1] - Meidike (688079) closed at 13.69, increasing by 8.31%, with a trading volume of 154,500 shares and a transaction value of 207 million [1] - Hehui Optoelectronics (688538) closed at 2.92, up 8.15%, with a trading volume of 3,934,600 shares and a transaction value of 1.148 billion [1] - Tianshan Electronics (301379) closed at 31.98, rising by 6.81%, with a trading volume of 334,800 shares and a transaction value of 1.034 billion [1] - Qianzhao Optoelectronics (300102) closed at 12.80, up 5.09%, with a trading volume of 260,500 shares and a transaction value of 325 million [1] - Huichuangda (300909) closed at 34.44, increasing by 5.00%, with a trading volume of 86,300 shares and a transaction value of 293 million [1] - Xiangteng New Materials (001373) closed at 30.97, up 4.91%, with a trading volume of 21,500 shares and a transaction value of 65.524 million [1] - ST Hengjiu (002808) closed at 4.70, rising by 4.91%, with a trading volume of 65,500 shares and a transaction value of 30.521 million [1] - Sanan Optoelectronics (600703) closed at 15.64, up 4.83%, with a trading volume of 1,997,800 shares and a transaction value of 3.081 billion [1] Fund Flow - The optical and optoelectronic sector saw a net inflow of 88.102 million from main funds, while retail funds experienced a net inflow of 77.9 million [2] - However, there was a net outflow of 867 million from speculative funds [2]

Group 1 - The optical communication module sector experienced a decline of 2.56% [1] - Among the companies, Hangdian Co., Ltd. saw a drop of 5.97% [1] - Guangku Technology and Tengjing Technology fell by 5.56% and 5.53% respectively [1] Group 2 - Changfei Optical Fiber, Zhongji Xuchuang, and Cambridge Technology all reported declines exceeding 4% [1]

Market Performance - The optical and optoelectronic sector rose by 0.69% on September 22, with Hu塑控股 leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers - Hu塑控股 (Code: 000509) closed at 3.48, up 10.13% with a trading volume of 837,400 shares and a transaction value of 286 million [1] - 冠捷科技 (Code: 000727) closed at 3.07, up 10.04% with a trading volume of 5,063,500 shares and a transaction value of 151.5 million [1] - 万润科技 (Code: 002654) closed at 15.82, up 10.01% with a trading volume of 1,894,800 shares and a transaction value of 292 million [1] - 腾景科技 (Code: 688195) closed at 143.00, up 8.22% with a trading volume of 148,900 shares and a transaction value of 2.03 billion [1] Top Losers - 永新元字 (Code: 603297) closed at 121.00, down 7.58% with a trading volume of 112,400 shares and a transaction value of 1.349 billion [2] - 苏大维格 (Code: 300331) closed at 38.79, down 3.89% with a trading volume of 439,200 shares and a transaction value of 1.701 billion [2] - 福光股份 (Code: 688010) closed at 32.99, down 3.65% with a trading volume of 94,500 shares and a transaction value of 312 million [2] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 792 million from institutional investors, while retail investors saw a net inflow of 552 million [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are actively buying [2] Individual Stock Fund Flow - 万润科技 (Code: 002654) had a net inflow of 594 million from institutional investors, but a net outflow of 261 million from retail investors [3] - 冠捷科技 (Code: 000727) saw a net inflow of 507 million from institutional investors, with retail investors experiencing a net outflow of 206 million [3] - 凤凰光学 (Code: 600071) had a net inflow of 742 million from institutional investors, while retail investors faced a net outflow of 789 million [3]

（文章来源：证券时报网） 两融数据显示，该股最新（9月19日）两融余额为7.64亿元，其中，融资余额为7.64亿元，近10日增加 3.48亿元，环比增长83.71%。 公司发布的半年报数据显示，上半年公司共实现营业收入2.63亿元，同比增长24.29%，实现净利润 3658.88万元，同比增长11.47%，基本每股收益为0.2800元，加权平均净资产收益率3.92%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 腾景科技股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至09:47，该股目前上涨4.87%，股价报138.57元，成交495.53万股，成交金额6.59亿元，换手 率3.83%，该股最新A股总市值达179.24亿元，该股A股流通市值179.24亿元。 证券时报·数据宝统计显示，腾景科技所属的电子行业，目前整体涨幅为2.07%，行业内，目前股价上涨 的有361只，涨停的有冠捷科技、国光电器等6只。股价下跌的有118只，跌幅居前的有臻镭科技、永新 光学、晶赛科技等，跌幅分别为13.54%、7.73%、5.95%。 ...

9月22日，腾景科技涨5.04%，截至发稿，报138.80元/股，成交6.79亿元，换手率3.94%，总市值179.54 亿元。 兴业致远混合A（015911）基金经理为邹慧、陈楷月。 截至发稿，邹慧累计任职时间4年303天，现任基金资产总规模57.74亿元，任职期间最佳基金回报 84.73%， 任职期间最差基金回报-3.05%。 陈楷月累计任职时间1年279天，现任基金资产总规模4117.09万元，任职期间最佳基金回报54.42%， 任 职期间最差基金回报53.09%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 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%。 从基金 ...

Core Insights - The light lithography machine concept sector has seen significant stock price increases, with 100 out of 105 stocks rising this year, averaging a 49.18% increase [1] - The light lithography machine is a critical device in wafer manufacturing, with low current domestic production rates, but notable progress has been made since the implementation of the "02 Special" project in 2009 [1][2] - The semiconductor industry's recovery and the demand for advanced process capacity driven by artificial intelligence are key factors contributing to the market's interest in light lithography machines [2] Company Performance - United Chemical has the highest stock price increase at 346.74% this year, with a net profit of 34 million yuan, up 21.62% year-on-year [3] - Kai Mei Teqi has seen a stock price increase of 207.83%, with a net profit of 55.84 million yuan, reflecting a significant year-on-year growth of 199.82% [3][4] - Tengjing Technology and Kent Catalysis also reported substantial stock price increases of 186.67% and 180.20%, respectively, with net profits of 37 million yuan and 39 million yuan [3] Industry Trends - The international semiconductor industry association predicts that capital expenditure for advanced process equipment will surge to over $50 billion by 2028, a 94% increase from $26 billion in 2024, with a compound annual growth rate of 18% [2] - The Ministry of Industry and Information Technology's 2024 guidance includes domestic KrF and ArF lithography machines, indicating progress in DUV lithography machine technology [1]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expected return that is stronger than the market benchmark by over 5% [6]. Core Viewpoints - Quantum computing is becoming a key focus for governments worldwide, with significant investments from leading companies like NVIDIA, suggesting an acceleration in the commercialization of quantum computing [3][9]. - The report highlights the ongoing advancements in quantum computing technology and its applications, with notable developments from both domestic and international companies [8][9]. Summary by Sections Investment Recommendations and Targets - Quantum computing is identified as a priority technology for governments, with companies like NVIDIA actively investing in the sector. This trend is expected to enhance the commercialization process [3][9]. - Recommended stocks include leading domestic quantum computing firms such as Guoshun Quantum (国盾量子), which focuses on quantum security chips, and other companies like Tengjing Technology (腾景科技) and Huagong Technology (华工科技) that are involved in quantum technology projects [3][9]. Industry Overview - The report discusses the recent IPO guidance from Benyuan Quantum and a $1 billion Series E funding round for PsiQuantum, which has reached a valuation of $7 billion [8]. - NVIDIA's strategic investments in various quantum computing companies, including Quantinuum and QuEra Computing, indicate a diversified approach to harnessing quantum computing opportunities [8]. - The report notes that both domestic and international quantum computing enterprises are making strides in commercial applications, with advancements in sectors like weather forecasting and financial analysis [8].

Market Overview - The optical and optoelectronic sector rose by 0.75% on September 19, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Gainers - Tianshan Electronics (301379) closed at 29.54, up 19.98% with a trading volume of 360,500 shares [1] - Tengjing Technology (688195) closed at 132.14, up 14.94% with a trading volume of 151,800 shares [1] - Wavelength Optoelectronics (301421) closed at 108.30, up 14.60% with a trading volume of 248,300 shares [1] - Other notable gainers include Yingfeite (300582) up 14.14% and Fujing Technology (002222) up 10.00% [1] Top Losers - Biaosheng Sensor (300701) closed at 13.78, down 7.95% with a trading volume of 289,000 shares [2] - Helitai (002217) closed at 3.55, down 6.58% with a trading volume of 4,545,500 shares [2] - Chanzhan Optoelectronics (003019) closed at 39.67, down 6.06% with a trading volume of 146,900 shares [2] Capital Flow - The optical and optoelectronic sector saw a net inflow of 2.376 billion yuan from institutional investors, while retail investors experienced a net outflow of 855 million yuan [2][3] - Major stocks like Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan from institutional investors [3] Individual Stock Performance - Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan, representing 16.98% of its trading volume [3] - Fujing Technology (002222) saw a net inflow of 369 million yuan, accounting for 12.08% of its trading volume [3] - Wanrun Technology (002654) had a net inflow of 238 million yuan, representing 11.44% of its trading volume [3]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index slightly down by 0.03% at 3830.65 points, while the Shenzhen Component Index rose by 0.32% and the ChiNext Index increased by 0.16% [1][3] Sector Performance - The solid-state battery and photolithography sectors experienced significant gains, while the humanoid robot sector saw a notable decline [3][19] - The photolithography sector led the market with individual stocks like B wavelength Optoelectronics surging by 15.01% and Tengjing Technology increasing by over 14% [5][6] - The solid-state battery sector also performed well, with Ganfeng Lithium hitting the daily limit up by 10% [15][18] Individual Stock Highlights - B wavelength Optoelectronics reached a price of 108.68 with a year-to-date increase of 102.82% [6] - Tengjing Technology's stock price rose to 131.35, marking a year-to-date increase of 227.54% [6] - Ganfeng Lithium's stock price reached 52.82, with a total market capitalization of 100.5 billion [15][18] Declining Sectors - The humanoid robot sector faced a downturn, with stocks like Jinfatech hitting the daily limit down by 10.01% [20] - Other stocks in this sector, such as Wolong Electric Drive and Sanhua Intelligent Control, also experienced declines exceeding 8% [20][21]