Group 1 - The core viewpoint highlights a significant rise in the stock prices of computing hardware companies, particularly in sectors like CPO and copper connections [1] - Tengjing Technology experienced a 20% limit-up in stock price, indicating strong market interest and investor confidence [1] - Other companies such as Dekeli, Ruijie Network, Yidong Electronics, and Zhongfu Circuit saw stock increases exceeding 10%, reflecting a broader positive trend in the industry [1] Group 2 - Fangzheng Technology also hit the limit-up, showcasing robust performance among technology stocks [1] - Companies like Xingwang Ruijie, Cambridge Technology, Bomin Electronics, Guangku Technology, and Shenglan Co. experienced stock price increases of over 5%, further indicating a bullish sentiment in the computing hardware sector [1]

从个股来看，8月15日有255只科创板个股获融资净买入，净买入金额在5000万元以上的有16股。其中， 寒武纪获融资净买入额居首，净买入1.83亿元；融资净买入金额居前的还有华虹公司、赛诺医疗、东芯 股份、腾景科技、中芯国际、神州细胞等股，净买入额分别为1.27亿元、1.21亿元、1.15亿元、1.06亿 元、1.02亿元、0.99亿元。 （文章来源：证券时报网） Wind统计显示，8月15日，科创板两融余额合计1902.7亿元，较上一交易日增加9.88亿元。其中，融资 余额合计1896.43亿元，较上一交易日增加10.18亿元；融券余额合计6.27亿元，较上一交易日减少0.3亿 元。 ...

证券之星消息，8月15日光学光电子板块较上一交易日上涨1.96%，戈碧迦领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 835438 | 戈碧迦 | 37.10 | 18.91% | 15.49万 | | 5.46亿 | | 688195 | 腾景科技 | 53.92 | 11.18% | 21.20万 | | 10.98亿 | | 301479 | 弘景光电 | 102.20 | 10.58% | 6.62万 | | 6.65亿 | | 605588 | 冠石科技 | 63.07 | 9.99% | 4.21万 | | 2.65亿 | | 603679 | 华本科技 | 17.42 | 7.40% | 13.91万 | | 2.35 Z | | 688181 | 八亿时空 | 37.11 | 6.48% | 14.09万 | | 5.10亿 | ...

资金流向方面，今日主力资金净流出2640.69万元，占比成交额3.36%。其中，超大单净流出379.36万 元、占成交额0.48%，大单净流出2261.33万元、占成交额2.87%，中单净流出流出689.14万元、占成交 额0.88%，小单净流入3329.83万元、占成交额4.23%。 腾景科技最新一期业绩显示，截至2025一季报，公司营业总收入1.13亿元、同比增长20.60%，归属净利 润1303.40万元，同比增长15.81%，扣非净利润1182.08万元，同比增长22.71%，流动比率2.409、速动比 率2.015、资产负债率24.82%。 天眼查商业履历信息显示，腾景科技股份有限公司，成立于2013年，位于福州市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本12935万人民币，实缴资本9700万人民币。 公司法定代表人为余洪瑞。 金融界消息 截至2025年8月14日收盘，腾景科技（688195）报收于48.5元，上涨4.8%，换手率12.27%， 成交量15.87万手，成交金额7.87亿元。 通过天眼查大数据分析，腾景科技股份有限公司共对外投资了5家企业，参与招投标项目4 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | -4.97 | 3.69 | -73036.49 | | 300502 | 新易盛 | -2.32 | 5.08 | -70772.52 | | 300620 | 光库科技 | 0.95 | 22.04 | -69180.40 | | 002384 | 东山精密 | -7.73 | 7.91 | -39352.30 | | 603228 | 景旺电子 | -8.94 | 5.69 | -36835.51 | | 688313 | 仕佳光子 | -8.30 | 8.69 | -35301.01 | | 300394 | 天孚通信 | -5.98 | 4.52 | -29101.39 | | 002281 | 光迅科技 | -2.06 | 5.95 | -27724.59 | | 600487 | 亨通光电 | -3.14 | 4.26 | -27149.48 | | 002436 | 兴森科技 | -4.46 | 7.8 ...

Group 1 - The core point of the article is that Tengjing Technology has decided to terminate the acquisition of 100% of Shenzhen Xuntech Communication Technology Co., Ltd. due to changes in the market environment and difficulties in reaching an agreement among the parties involved [1][3] - Tengjing Technology's actual controller's concerted actors reduced their holdings by nearly 90 million yuan during the period from the announcement of the acquisition to its termination [1][4] - The company stated that the termination of this major asset restructuring will not have a significant adverse impact on its existing production and operational activities or strategic development [1][3] Group 2 - Tengjing Technology initially announced on February 26 that it was planning to acquire control of Xuntech Communication through a combination of issuing shares and cash payments, but the transaction was still in the planning stage and lacked a formal agreement [2][3] - Xuntech Communication is a national high-tech enterprise specializing in the research, production, sales, and service of optical communication products, with a strong focus on high-density packaging technology and optical device integration technology [2] - Following the announcement of the acquisition intention, Tengjing Technology's stock price initially fell sharply but later rebounded [4] Group 3 - The share transfer plan involved a total of 2.587 million shares, accounting for 2.00% of Tengjing Technology's total share capital, with a transfer price set at 34.66 yuan per share [5][6] - The total amount from the share transfer by the concerted actors was approximately 89.665 million yuan [6]

据了解，迅特通信成立于2008年，是一家专注于光互联产品的研发、制造的国家高新技术企业，也是国家专精特新小巨人（重点支 持）。公司依靠自主研发的核心技术，专注于开发高性能、高速率、低功耗的中高端光模块产品，为AI算力中心、云计算中心、5G、电 信传输网络客户提供光互联解决方案。 AI制图 8月7日晚间，腾景科技(688195)发布公告称，决定终止发行股份及支付现金购买资产并募集配套资金事项。 今年2月，公司宣布，拟通过发行股份及支付现金的方式购买深圳市迅特通信技术股份有限公司（下称"迅特通信"）控制权。腾景科 技表示，预计本次交易后部分交易对方将持有上市公司5%以上股份，本次交易预计构成关联交易。本次交易预计重大资产重组，但不会 导致公司实际控制人发生变更，不构成重组上市。 此后，公司更新了收购方案，拟收购迅特通信100%的股份，同时募集配套资金。 但最新公告显示，鉴于交易推进期间，市场环境发生变化，短期内交易各方就交易方案难以达成一致意见，经公司充分审慎研究及与 交易相关方协商，决定终止本次交易并授权管理层办理本次终止相关事宜。 值得一提的是，上述收购是腾景科技2021年上市以来，发起的首次重大资产重组。 ...

Core Viewpoint - Tengjing Technology (688195) has decided to terminate its plan to acquire Shenzhen Xuntech Communication Technology Co., Ltd. due to changes in the market environment and difficulties in reaching an agreement among the parties involved [2][3]. Group 1: Acquisition Details - Initially, Tengjing Technology announced plans to acquire control of Xuntech Communication through a combination of issuing shares and cash payments, which was expected to constitute a significant asset restructuring [2]. - The acquisition was intended to strengthen Tengjing Technology's position in the optical communication sector, as Xuntech specializes in high-performance optical interconnection products [4][5]. - The updated acquisition plan aimed for a 100% stake in Xuntech Communication, along with raising supporting funds [3]. Group 2: Financial Performance - Tengjing Technology has shown stable financial performance since its listing, with revenues of 303 million, 344 million, 340 million, and 446 million yuan from 2021 to 2024, and net profits of 52 million, 58 million, 41 million, and 70 million yuan during the same period [6]. - The company attributes its revenue growth in 2024 to a focus on optical and optoelectronic core businesses, optimization of business and product structures, and improved operational efficiency [6]. - Tengjing Technology is also capitalizing on the growing demand for high-speed optical communication components driven by AI computing needs [7]. Group 3: Future Plans - Following the termination of the acquisition, it remains to be seen what new strategies Tengjing Technology will pursue in the optical communication field [8].

Core Viewpoint - Tengjing Technology has announced the termination of its plan to issue shares and pay cash for asset acquisition and related fundraising due to changes in market conditions and difficulties in reaching consensus among parties involved [1][2][3] Group 1: Termination of Transaction - The company held meetings on August 6, 2025, where it approved the termination of the asset acquisition and fundraising plan [1] - The decision was made after careful consideration and discussions with related parties, aiming to protect the interests of the company and its shareholders [1][3] Group 2: Previous Transaction Proposal - On March 12, 2025, the company proposed to acquire 100% of Shenzhen Xuntech Communication Technology Co., Ltd. through a combination of share issuance and cash payment [2] - The fundraising was planned to not exceed 100% of the transaction price, with a maximum issuance of 30% of the company's total shares prior to the fundraising [2] Group 3: Financial Impact and Shareholder Changes - The transaction was expected to enhance the company's total assets, net assets, revenue, and net profit upon completion [4] - The financial performance of Xuntech Communication was projected to show revenues of 310.32 million yuan and 490.72 million yuan for 2023 and 2024, respectively, with net profits of -5.34 million yuan and 7.71 million yuan [4] - Following the termination, the company’s major shareholders, including Yu Hongrui, will remain unchanged, and the control of the company will not be affected [4][5]

Core Viewpoint - Tengjing Technology (688195.SH) has decided to terminate the acquisition of 100% equity in Shenzhen Xunke Communication Technology Co., Ltd. due to changes in the market environment and difficulties in reaching consensus among parties involved [1][2]. Group 1: Company Actions - The company will hold an investor briefing on August 11 to discuss the termination of the major asset restructuring [1]. - The termination of the transaction is aimed at protecting the interests of the company and all shareholders [1][2]. - The company has committed not to plan any major asset restructuring for at least one month following the announcement of the termination [2]. Group 2: Financial Performance - In 2024, Tengjing Technology achieved a revenue of 446 million yuan, representing a year-on-year growth of 31.07%, and a net profit of 66.55 million yuan, up 82.73% year-on-year [4]. - Xunke Communication is projected to turn a profit in 2024 with revenues of 491 million yuan and a net profit of 7.71 million yuan, with early 2025 figures already surpassing the previous year's performance [2][4]. Group 3: Industry Context - Tengjing Technology is a significant player in the optical electronic components manufacturing sector, focusing on optical materials, precision optical components, fiber optic devices, and optical testing instruments [4]. - The global data traffic is experiencing explosive growth due to the advent of AIGC, which is driving rapid development in the optical module market [4].