源杰科技公告，第三季度营收为1.78亿元，同比增长207.31%；净利润为5962.89万元。前三季度营收为 3.83亿元，同比增长115.09%；净利润为1.06亿元。 ...

10月29日，源杰科技跌5.25%，截至发稿，报486.06元/股，成交13.47亿元，换手率4.40%，总市值 417.76亿元。 数据显示，鹏华基金旗下1只基金重仓源杰科技。科创100ETF基金（588220）三季度持有股数36.25万 股，占基金净值比例为2.06%，位居第八大重仓股。根据测算，今日浮亏损失约976.54万元。 科创100ETF基金（588220）成立日期2023年9月6日，最新规模75.52亿。今年以来收益50.99%，同类排 名645/4216；近一年收益48.02%，同类排名669/3877；成立以来收益35.39%。 科创100ETF基金（588220）基金经理为苏俊杰。 截至发稿，苏俊杰累计任职时间7年274天，现任基金资产总规模249.24亿元，任职期间最佳基金回报 85.96%， 任职期间最差基金回报-21.6%。 资料显示，陕西源杰半导体科技股份有限公司位于陕西省西咸新区沣西新城开元路1265号，成立日期 2013年1月28日，上市日期2022年12月21日，公司主营业务涉及光芯片的研发、设计、生产与销售。主 营业务收入构成为：数据中心类及其他51.04%，电信市场类48 ...

Group 1 - The core point of the article is the performance and changes in the top holdings of the Zhonghang Opportunity Leading Mixed Fund, which reported a net value growth rate of 119.56% over the past year [1] Group 2 - The fund's top ten holdings saw the addition of new stocks: Yuanjie Technology, Guangku Technology, and Dongshan Precision [1] - The fund increased its position in Yingweike by 12.65 million shares, making it the largest holding [1] - The previous top holdings, Changxin Bochuang, Shijia Photon, and Founder Technology, were removed from the top ten [1] Group 3 - Significant increases in holdings include: - Yingweike (increased by 364.09% to 16.13 million shares, valued at 1.29 billion) - Xinyi Sheng (increased by 332.17% to 3.51 million shares, valued at 1.285 billion) - Zhongji Xuchuang (increased by 338.67% to 3.12 million shares, valued at 1.26 billion) - Shenghong Technology (increased by 502.27% to 4.25 million shares, valued at 1.214 billion) - Tianfu Communication (increased by 539.34% to 6.98 million shares, valued at 1.171 billion) - Hudian Co. (increased by 669.13% to 9.94 million shares, valued at 730 million) - Dekeli (increased by 312.55% to 5.64 million shares, valued at 683 million) [1]

追溯发现，最新百元股近一个月平均上涨4.68%，其间沪指上涨4.41%，涨幅居前的有云汉芯城、江波 龙、品茗科技等，涨幅分别为105.48%、88.65%、76.92%，今年以来平均涨幅为110.63%，强于沪指 91.38%，累计涨幅居前的有上纬新材、胜宏科技、鼎泰高科等，涨幅分别为1473.98%、711.83%、 430.26%。 股价超百元个股中，收盘价最高的是寒武纪，今日报收1530.68元，上涨0.37%，其次是贵州茅台、源杰 科技等，最新收盘价分别为1440.41元、518.36元。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报 数据宝统计显示，截至10月27 日收盘，沪指报收3996.94点，上涨1.18%，A股平均股价为13.94元，个股股价分布看，股价超过100元 的有165只，股价在50元至100元的有455只，股价在30元至50元的有754只。 今日有1只股收盘价首次突破百元大关，鼎泰高科最新收盘价111.00元，上涨14.70%，全天换手率 24.02%，成交额18.27亿元，全天主力资金净流出5463.58万元。 最新百元股中，以申万一级行业分类，较为集中的行业有 ...

Market Overview - The average stock price of A-shares is 13.94 yuan, with 165 stocks priced over 100 yuan, an increase of 4 from the previous trading day [1] - The Shanghai Composite Index closed at 3996.94 points, up 1.18%, while stocks priced over 100 yuan had an average increase of 1.90%, outperforming the index by 0.72 percentage points [1] Performance of High-Value Stocks - The highest closing price among stocks over 100 yuan is 1530.68 yuan for Cambrian, which rose by 0.37% [1] - Other notable high-value stocks include Kweichow Moutai at 1440.41 yuan and Yuanjie Technology at 518.36 yuan [1] - A total of 119 stocks in this category increased in price today, with 45 stocks declining [1] Recent Trends in High-Value Stocks - Over the past month, stocks priced over 100 yuan have averaged a 4.68% increase, compared to a 4.41% rise in the Shanghai Composite Index [2] - Year-to-date, these stocks have seen an average increase of 110.63%, outperforming the index's 91.38% [2] - The stock with the highest increase recently is Shangwei New Materials, with a staggering 1473.98% rise [2] Sector Distribution - Among the high-value stocks, the electronics sector is the most represented, with 62 stocks (37.58% of the total), followed by the computer sector with 20 stocks (12.12%) and the pharmaceutical sector with 17 stocks (10.30%) [2] - The majority of these high-value stocks are listed on the ChiNext board (53 stocks), followed by the main board (34 stocks) and the Sci-Tech Innovation Board (75 stocks) [2] Institutional Ratings - A total of 12 stocks priced over 100 yuan received "buy" ratings from institutions today, including Guiding Compass and WuXi AppTec [2] - The stock Ding Tai High-Tech closed at 111.00 yuan, marking a 14.70% increase, with a turnover rate of 24.02% [2][3] Price Target Analysis - Among the stocks rated by institutions, three have an upside potential exceeding 20%, with Anpei Long having the highest potential at 47.10% [3] - The stock Huatai Medical has an upside potential of 38.19% according to Northeast Securities [3]

Investment Rating - The report maintains a positive outlook on AI growth and highlights key companies to focus on: ZhongJi InnoLight, Eoptolink Technology, Yuanjie Technology, ZTE, Hui Lyu Ecological Technology Groups Co., Ltd., Shenzhen JPT Opto-Electronics, Ruijie Networks, Aojie Technology, and Unisplendour [1][31]. Core Insights - The demand for optical modules is expected to increase significantly, with a forecast of 20 million units for 1.6T optical modules by 2026 [15][39]. - The communication industry is seen as the foundation of the digital economy, encompassing various sectors such as AI ecosystems, satellite internet, data elements, AIoT, internet of vehicles, and industrial internet [31][39]. - OpenAI's release of the AI browser ChatGPT Atlas is viewed as a significant development in redefining internet usage [6][38]. - Anthropic's agreement with Google Cloud for up to one million TPUs, valued at several billion dollars, indicates strong growth potential in AI infrastructure [10][39]. - The acquisition of a 94% stake in Wuhan Ruijing by Dugen Core is expected to enhance technical synergy in the optoelectronics field [12][39]. Summary by Sections Optical Module Demand - The report revises the demand forecast for 1.6T optical modules upwards, predicting a demand of over 20 million units by 2026, with a significant supply gap anticipated for high-speed optical modules [15][39]. AI and Communication - The report emphasizes the acceleration of AI-related investments and innovations, particularly in GPU capabilities and communication networks, which are crucial for enhancing AI efficiency [31][32]. Company Performance - The report includes a simulated investment portfolio for the communication sector, showing a strong performance with an average increase of 14.95% for selected stocks during the specified period [22][23].

Group 1 - The core viewpoint of the article highlights the performance of the Penghua Science and Technology Innovation 100 ETF, which reported a net value growth rate of 49.82% over the past year [1] - The fund's top ten holdings have seen changes, with new additions including Dongxin Co., Ltd., Yuanjie Technology, and Yuntian Lefe [1] - Huahong Technology remains the largest holding at 3.74% of the fund's portfolio, while Zexing Pharmaceutical, Naxin Micro, and Guodun Quantum have exited the top ten holdings [1] Group 2 - Detailed data on the fund's top holdings shows that Dongxin Co., Ltd. has entered the top ten with 1.872 million shares valued at 200 million yuan, and Yuanjie Technology has also entered with 362,500 shares valued at 156 million yuan [1] - Other notable changes include a reduction in holdings for Huahong Technology by 1.75%, with 2.4635 million shares valued at 282 million yuan, and a decrease in holdings for Baijie Shenzhou by 1.89% [1] - The fund's overall strategy reflects a shift in focus towards emerging technology companies, as indicated by the new additions and reductions in existing holdings [1]

Core Insights - The average stock price on the STAR Market is 40.24 yuan, with 70 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1398.90 yuan [1][2] - A total of 227 stocks rose while 351 stocks fell today on the STAR Market, with the average decline for stocks over 100 yuan being 0.58% [1][2] - The average premium of stocks over their issue price for those priced over 100 yuan is 478.74%, with the highest premiums seen in companies like Shuwei New Materials and Cambrian-U [1][2] Stock Performance - Cambrian-U closed at 1398.90 yuan, down 2.14%, followed by Yuanjie Technology at 474.26 yuan and GuoDun Quantum at 414.42 yuan [1][2] - Among the stocks priced over 100 yuan, 28 stocks increased in price today, with GuoDun Quantum, Puran Shares, and TuoJing Technology leading the gains [1][2] - The stocks with the largest declines included Canxin Technology, Pinming Technology, and Shengke Communication [1][2] Fund Flow - The net inflow of main funds for stocks priced over 100 yuan today was 2.42 billion yuan, with the highest net inflows seen in SMIC, TuoJing Technology, and GuoDun Quantum [2] - The total margin financing balance for stocks priced over 100 yuan is 92.225 billion yuan, with Cambrian-U, SMIC, and Haiguang Information having the highest financing balances [2] Industry Distribution - The stocks priced over 100 yuan are concentrated in the electronics, pharmaceutical, and computer industries, with 34, 11, and 9 stocks respectively [1]

Market Overview - The average stock price of A-shares is 13.64 yuan, with 154 stocks priced over 100 yuan, a decrease of 3 from the previous trading day [1] - As of October 23, the Shanghai Composite Index closed at 3922.41 points, up 0.22% [1] Performance of High-Value Stocks - Among stocks priced over 100 yuan, the highest closing price is for Kweichow Moutai at 1467.98 yuan, up 0.64% [1] - The average price of stocks over 100 yuan fell by 0.43%, underperforming the Shanghai Composite Index by 0.66 percentage points [1] - 65 stocks in this category increased in price, while 88 stocks decreased, with notable gainers including Yunhan Chip City and Xidian Co., and losers including Huicheng Environmental Protection and Canxin Co. [1] Recent Trends in High-Value Stocks - Over the past month, stocks priced over 100 yuan have seen an average increase of 0.39%, while the Shanghai Composite Index rose by 2.45% [2] - Year-to-date, the average increase for these stocks is 97.79%, outperforming the Shanghai Composite Index's increase of 80.77% [2] - Top performers include Shengwei New Materials, Victory Technology, and Pinming Technology, with increases of 1504.44%, 582.78%, and 441.05% respectively [2] Industry Distribution - The high-value stocks are concentrated in the electronics, computer, and pharmaceutical industries, with 57 stocks in electronics (37.01%), 19 in computers (12.34%), and 17 in pharmaceuticals (11.04%) [2] - In terms of market segments, there are 34 stocks from the main board, 47 from the ChiNext board, 3 from the Beijing Stock Exchange, and 70 from the Sci-Tech Innovation Board, with the latter making up 45.45% of the high-value stocks [2] Institutional Ratings - Four stocks priced over 100 yuan received "buy" ratings from institutions, including Wancheng Group, Tonghuashun, and Siyuan Electric [2] - Among these, Wancheng Group has the highest potential upside of 23.33%, with a target price of 219.16 yuan, followed by Tonghuashun with a potential upside of 22.09% [3]

证券代码：688498 证券简称：源杰科技 公告编号：2025-064 陕西源杰半导体科技股份有限公司 关于 2024 年限制性股票激励计划首次授予部分 第一个归属期归属结果公告 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。 重要内容提示： 本次归属限制性股票数量：176,980 股。 本次归属股票来源：陕西源杰半导体科技股份有限公司（以下简称"公 司"）从二级市场回购的公司 A 股普通股股票。 2025 年 10 月 22 日，公司 2024 年限制性股票激励计划首次授予部分第一 个归属期的股份登记手续已完成，中国证券登记结算有限责任公司上海分公司 出具了《过户登记确认书》。现将有关情况公告如下： 一、 本次限制性股票归属的决策程序及相关信息披露 （一） 2024 年 8 月 29 日，公司召开第二届董事会第六次会议，审议通过 了《关于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于 公司<2024 年限制性股票激励计划实施考核管理办法>的议案》及《关于提请股 东会授权董事会办理公司 2024 年限 ...