证券之星消息，7月31日光学光电子板块较上一交易日下跌1.08%，茂莱光学领跌。当日上证指数报收 于3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。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) | | --- | --- | --- | --- | --- | --- | | 688322 | 奥比中光 | 73.87 | 6.00% | 16.13万 | 12.03亿 | | 301183 | 东田微 | 70.46 | 5.94% | 17.01万 | 11.93亿 | | 600666 | 奧瑞德 | 3.80 | 4.68% | 329.95万 | 12.34亿 | | 301045 | 天禄科技 | 24.71 | 4.26% | 7.54万 | 1.85亿 | | 002876 | 三利谱 | 26.86 | 2.75% | 10.33万 | 2.81亿 | | 002289 | *ST宇顺 | 19.39 | 2.43% | 2.92万 | 5609.31万 | | 603773 | 沃格光电 | ...

Group 1: Maolai Optics - The company indicated that its gross margin is significantly influenced by customer demand and product structure, with a gradual recovery expected as R&D orders transition to mass production orders [1] - The gross margin for Q1 2025 is projected to be 50.49%, showing a slight improvement compared to the fiscal year 2024 [1] - The company has made significant advancements in precision optical manufacturing technologies, including polishing, coating, and bonding, leading to a notable increase in lens production capacity [1] - In the semiconductor sector, the company achieved significant results in 2024, with some products moving from R&D samples to mass production, enhancing both technology and production capabilities [1] Group 2: Kangxi Communication - The company anticipates an increase in overseas order volume in Europe and South Asia by the second half of 2025, with gross margins for overseas products significantly higher than domestic ones [2] - In the low-altitude economy sector, the company has seen strong market demand for drone products, with bulk orders already secured for 2024 R&D and 2025 sample delivery [2] - The company's cash flow situation is robust, and with increasing sales revenue and improved accounts receivable management, operational net cash flow is expected to become healthier [2] - A strategic investment in Shenzhen Chip Zhongxin is projected to yield over 16 million yuan in profit for the entire year of 2024, with Q1 2025 net profit exceeding 12 million yuan [2] - The introduction of Wi-Fi 7 is expected to enhance overall gross margins, although price reductions for Wi-Fi 6 products may partially offset this; the company plans to adopt a multi-faceted approach to continuously improve product gross margin levels [2] Group 3: Fortune Fund - As of now, the total asset management scale of the company is 1,161.445 billion yuan, ranking 6th out of 210 [3] - The asset management scale for non-monetary public funds is 782.537 billion yuan, ranking 4th out of 210 [3] - The company manages 758 public funds, ranking 5th out of 210, with 98 fund managers, ranking 6th out of 210 [3] - The best-performing public fund product in the past year is the Fortune Hang Seng Hong Kong Stock Connect Healthcare ETF, with a latest net value of 1.6 and a growth of 133.12% over the past year [3] - The latest public fund product launched is the Fortune CSI 800 Free Cash Flow ETF Link A, which is an index-type stock fund, with a subscription period from July 14, 2025, to August 1, 2025 [3]

证券之星消息，2025年7月30日茂莱光学(688502)发布公告称兴全基金、国金证券、富国基金、国海证券、长江证 券、华泰柏瑞基金、华泰保兴基金、景顺长城于2025年7月29日调研我司。 具体内容如下： 公司在遵守信息披露相关规定的前提下与投资者进行交流，交流内容不涉及未披露的重大信息。具体交流内容如下： 除以上问题外，其余交流内容已在之前发布的投资者关系活动记录表中披露，本次不再重复披露。 风险提示：本记录表如有涉及对外部环境判断、公司发展战略、未来计划等方面的前瞻性陈述内容，均不构成本公司 对投资者的实质承诺，敬请广大投资者理性投资，注意投资风险。 茂莱光学(688502)主营业务：专注于精密光学器件、光学镜头和光学系统的研发、设计、制造及销售。 茂莱光学2025年一季报显示，公司主营收入1.42亿元，同比上升28.23%；归母净利润1664.1万元，同比上升 288.73%；扣非净利润1327.2万元，同比上升455.51%；负债率20.33%，投资收益96.02万元，财务费用-128.25万元， 毛利率50.49%。 第一部分：公司情况介绍 第二部分：交流环节问：公司在研发阶段的毛利率是不是低于量产 ...

以最新收盘价计算，科创板平均股价为33.52元，其中股价超100元的有41只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有132只，下跌的有452只，以收盘价为基准测算，科 创板平均股价为33.52元，其中，收盘价超过100元的有41只，股价在50元至100元之间的有135只，股价 在30元至50元的有163只。 科创板股中，收盘价最高的是寒武纪，今日报收684.70元，下跌3.67%，其次是茂莱光学、百利天恒 等，最新收盘价分别为348.21元、325.40元。 融资融券方面，百元股最新（7月29日）融资余额合计296.91亿元，融资余额居前的有寒武纪、海光信 息、中微公司等，最新融资余额分别为47.98亿元、33.84亿元、25.50亿元。最新融券余额合计为2.03亿 元，融券余额居前的有寒武纪、海光信息、金山办公等，最新融券余额分别为0.23亿元、0.22亿元、 0.13亿元。（数据宝） 科创板百元股一览 | 代码 | 简称 | 最新收盘价（元） | 今日涨跌（%） | 换手率（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 6 ...

Group 1 - The core point of the news is that Maolai Optical (688502) has seen significant financing activity, with a net financing purchase of 344.69 million yuan on July 29, 2025, and a total financing balance of 2.72 billion yuan [1][4] - Over the past three trading days, Maolai Optical has recorded a cumulative net financing purchase of 1,001.98 million yuan, indicating strong investor interest [1] - In the last 20 trading days, there have been net financing purchases on 15 occasions, suggesting a consistent upward trend in investor confidence [1] Group 2 - On July 29, 2025, the financing balance increased by 1.34% compared to the previous day, reflecting a positive change in market sentiment [4] - The total margin trading balance reached 2.73 billion yuan, with a daily increase of 362.42 million yuan [4] - The stock has experienced fluctuations in margin trading, with notable changes in the net margin purchases and sales over the past few days [2][3]

以最新收盘价计算，A股平均股价为12.43元，其中股价超过100元的有101只，相比上一个交易日增加4 只。 市场表现方面，收盘股价超百元股中，今日平均上涨1.53%，跑赢沪指1.21个百分点。今日上涨的有72 只，涨幅居前的有天孚通信、芯碁微装等，下跌的有29只，跌幅居前的有惠城环保、泽璟制药等。 追溯发现，最新百元股近一个月平均上涨12.75%，其间沪指上涨5.42%，涨幅居前的有博瑞医药、芯碁 微装、新易盛等，涨幅分别为98.42%、59.85%、57.00%，今年以来平均涨幅为38.44%，强于沪指 30.75%，累计涨幅居前的有胜宏科技、博瑞医药、热景生物等，涨幅分别为351.46%、248.81%、 220.50%。 最新百元股中，以申万一级行业分类，较为集中的行业有电子、医药生物、计算机等，其中，电子行业 有30只股上榜，占百元股总数的比例为29.70%；有16只股来自医药生物行业，占比15.84%；14只股来 自计算机行业，占比13.86%。 所属板块来看，百元股中，主板有25只、创业板有28只、北交所有3只，另有45只来自科创板，占百元 股的比例为44.55%。 机构评级方面，上述股价超百元 ...

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7月29日 收盘，沪指报收3609.71点，上涨0.33%，A股平均股价为12.43元，个股股价分布看，股价超过100元的 有101只，股价在50元至100元的有387只，股价在30元至50元的有736只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1439.00元，上涨0.02%，其次是寒武纪、茂莱 光学等，最新收盘价分别为710.78元、345.94元。 市场表现方面，收盘股价超百元股中，今日平均上涨1.53%，跑赢沪指1.21个百分点。今日上涨的有72 只，涨幅居前的有天孚通信、芯碁微装等，下跌的有29只，跌幅居前的有惠城环保、泽璟制药等。 以最新收盘价计算，A股平均股价为12.43元，其中股价超过100元的有101只，相比上一个交易日增加4 只。 所属板块来看，百元股中，主板有25只、创业板有28只、北交所有3只，另有45只来自科创板，占百元 股的比例为44.55%。 | 301269 | 华大九天 | 112.08 | 1.79 | 1.03 | 计算机 | | --- | --- | --- | --- | ...

Core Viewpoint - The article highlights the rapid growth and diversification of the artificial intelligence (AI) sector, with various sub-sectors experiencing significant gains due to upcoming events and advancements in technology [1][2]. Group 1: AI Sector Performance - On July 25, the AI sector saw multiple segments thrive, including Sora concepts, multi-modal AI, and AI chips, with companies like SAI Group, Hanwang Technology, and Xinhua Media reaching their daily price limits [1]. - Notable companies such as Cambrian, CloudWalk Technology, and Maolai Optics experienced increases of over 10% [1]. Group 2: Upcoming Events and Developments - The 7th World Artificial Intelligence Conference (WAIC) is set to take place from July 26 to July 28 in Shanghai, which is expected to further stimulate interest and investment in the AI sector [1]. - OpenAI plans to launch its flagship model GPT-5 in August, indicating ongoing advancements in AI technology [1]. Group 3: Future Trends in AI - According to Citic Securities, the investment focus in the tech industry will continue to revolve around AI through the second half of 2025, as large models progress and Chinese tech companies explore practical applications [2]. - Future trends in AI are expected to include accelerated integration, enhanced capabilities, and deeper applications across various industries, leading to new business models [1].

Market Overview - The market experienced a rotation with strong performances in pharmaceuticals, real estate, and semiconductors throughout the day, indicating a lack of new hot topics for trading [1] - There was significant buying activity in the Sci-Tech Innovation Board, particularly in semiconductors, with stocks like Cambrian and Maolai Optical seeing gains of over 10% [1] - The overall market sentiment suggests a slow upward trend, with a trading volume exceeding 1.8 trillion, indicating a bull market atmosphere despite some stocks underperforming [1][2] Sector Performance - The technology sector, particularly semiconductors, is expected to lead the market, with the Sci-Tech 50 index rising by 2% after lagging behind other indices [3] - There is potential for the technology rally to extend beyond semiconductors to other segments such as AI and robotics, which have been dormant but are anticipated to benefit from future positive developments [4] - Conversely, traditional sectors like liquor, represented by cyclical stocks, are currently underperforming, with little market expectation for an upcoming important meeting [5] Investment Strategy - Investors are advised to avoid chasing high-profile stocks like those in Hainan and Mengtou, as these have already been priced in and may not yield further gains [2] - The current market is characterized by structural opportunities, and there is no need for panic about missing out on the bull market, as the focus should be on disciplined investment strategies [2] - The future of stocks like Cambrian raises questions about whether the recent interest is a one-time event or the beginning of a longer-term trend, with potential catalysts in AI and robotics to watch for [6]

Group 1 - The lithography machine concept sector rose by 2.79%, ranking second in concept sector gains, with 31 stocks increasing in value, including Zhangjiang Hi-Tech and Haili Shares hitting the daily limit, while Maolai Optics, Meiyetech, and Hongtian Shares saw significant increases of 11.18%, 9.10%, and 6.30% respectively [1] - The main capital inflow into the lithography machine concept sector was 587 million yuan, with 15 stocks receiving net inflows, and 9 stocks seeing inflows exceeding 10 million yuan, led by Zhangjiang Hi-Tech with a net inflow of 743 million yuan [2][3] - The top stocks by net inflow ratio included Zhangjiang Hi-Tech at 19.13%, Guolin Technology at 9.58%, and *ST He at 8.12% [3][4] Group 2 - The top gainers in the lithography machine concept included Zhangjiang Hi-Tech with a 10.00% increase, Haili Shares at 9.99%, and Blue Eagle Equipment at 5.59% [3][4] - The stocks with the largest declines included Xuguang Electronics down by 2.75%, Dazhu Laser down by 1.67%, and Zhongci Electronics down by 1.36% [5] - The trading volume and turnover rates for the top stocks indicated significant activity, with Zhangjiang Hi-Tech having a turnover rate of 8.56% and Haili Shares at 22.03% [3][4]