Group 1 - The black home appliance sector increased by 0.2% on January 8, with Sichuan Jiuzhou leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Sichuan Jiuzhou's stock price rose by 3.44% to 17.76, with a trading volume of 473,900 shares [1] Group 2 - The net inflow of main funds in the black home appliance sector was 15.51 million yuan, while retail funds experienced a net outflow of 8.75 million yuan [1] - Sichuan Changhong had a main fund net inflow of 64.97 million yuan, but retail funds saw a net outflow of 30.34 million yuan [2] - The stock of *ST Gauss experienced a significant net outflow of 15.39 million yuan from main funds, while retail funds had a net inflow of 1.94 million yuan [2]

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院光模块研究小组发布的《全球及中国光模块行业发展前景与投资 战略规划分析报告》。 光模块行业主要上市公司：光迅科技(002281.SZ);中际旭创(300308.SZ);新易盛(300502.SZ);长芯博创 (300548.SZ);太辰光(300570.SZ);联特科技(301205.SZ);中天科技(600522.SH);长飞光纤(601869.SH);九联 科技(688609.SH);德科立(688205.SH);剑桥科技(603083.SH)等 本文核心数据：中国代表性光模块企业产销率、中国电信市场光模块需求分析、中国数通市场光模块需 求分析 代表性光模块企业产销率较高 根据我国代表性光模块企业的数据，2024年，我国光模块行业平均产销率水平较高，达96.98%;行业平 均毛利率水平为34.99%，总体盈利情况良好。其中，剑桥科技的光模块产销率超过100%。 电信市场需求主要为较低速率光模块 电信市场是光模块的发源地。从电信网络传输需求来看，5G传输网络由前传、中传和回传组成，分别 将蜂窝基站、核心网络和数据中心连接起来，其中前传主要使用10G、2 ...

Market Overview - The black home appliance sector increased by 0.23% on January 6, with *ST Gauss leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - *ST Gauss (002848) closed at 9.90, with a rise of 4.98% and a trading volume of 13,100 shares, amounting to 12.95 million yuan [1] - Tongzhou Electronics (002052) closed at 13.26, up by 2.24%, with a trading volume of 231,300 shares and a transaction value of 305 million yuan [1] - Zhaochi Co., Ltd. (002429) closed at 7.53, increasing by 1.76%, with a trading volume of 1,044,400 shares and a transaction value of 782 million yuan [1] - JiuLian Technology (688609) closed at 10.34, up by 1.57%, with a trading volume of 141,400 shares and a transaction value of 14.5 million yuan [1] - Sichuan Jiuzhou (000801) closed at 17.40, increasing by 1.22%, with a trading volume of 389,000 shares and a transaction value of 674 million yuan [1] - Sichuan Changhong (600839) closed at 9.39, down by 0.42%, with a trading volume of 1,198,700 shares and a transaction value of 1.121 billion yuan [1] Capital Flow - The black home appliance sector saw a net inflow of 59.15 million yuan from institutional investors, while retail investors experienced a net outflow of 57.89 million yuan [1] - The main capital inflow and outflow for specific stocks include: - Non-Chi Co., Ltd. (002429) had a net inflow of 12.4 million yuan from main investors [2] - Tongzhou Electronics (002052) saw a net inflow of 26.84 million yuan from main investors [2] - Sichuan Jiuzhou (000801) had a net inflow of 22.44 million yuan from main investors [2] - *ST Gauss (002848) experienced a net inflow of 2.12 million yuan from main investors [2] - Sichuan Changhong (600839) faced a net outflow of 48.33 million yuan from main investors [2]

从资金流向上来看，当日黑色家电板块主力资金净流入1.94亿元，游资资金净流出1.08亿元，散户资金净 流出8538.58万元。黑色家电板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600839 四川长虹 | | 1.89 Z | 12.43% | -6312.11万 | -4.15% | -1.26 Z | -8.28% | | 000810 | 创维数字 | 5420.66万 | 10.68% | -2907.25万 | -5.73% | -2513.41万 | -4.95% | | 600060 | 海信视像 | 1737.86万 | 9.34% | -352.41万 | -1.89% | -1385.45万 | -7.45% | | 688696 极米科技 | | 495.36万 | 3.51% | -1719.45万 | -12.18% | 1224.09万 | 8.67% | ...

光模块行业主要上市公司：光迅科技(002281.SZ);中际旭创(300308.SZ);新易盛(300502.SZ);博创科技 (300548.SZ);太辰光(300570.SZ);联特科技(301205.SZ);中天科技(600522.SH);长飞光纤(601869.SH);九联 科技(688609.SH);德科立(688205.SH);剑桥科技(603083.SH)等 5G拉动高速率光模块市场需求 5G 的规模化部署与业务拓展，正强力拉动高速率光模块的市场需求。作为 5G 网络数据传输的核心载 体，光模块需适配网络架构重构与带宽激增的需求。前传、中回传等不同场景对传输性能的差异化诉 求，推动光模块向更高速率演进，以支撑高清视频、工业互联等新兴业务的稳定运行。同时，5G 业务 的云化与边缘化部署，进一步放大了核心网及数据中心互联场景的流量需求，加速了高速率光模块的技 术迭代与应用渗透，使其成为通信产业链中增长潜力显著的核心环节。根据TD产业联盟的数据，2024 年全球5G基站部署总量达到637.6万座，同比增长23.3%，IDC及中国信通院：联合预测2025年全球5G基 站总量为850万座。 全球光模块厂商 ...

Core Viewpoint - The black home appliance sector experienced a slight decline of 0.29% on December 31, with Zhaochi Co., Ltd. leading the losses, while the Shanghai Composite Index rose by 0.09% to close at 3968.84 [1] Group 1: Market Performance - The black home appliance sector's stocks showed mixed performance, with notable gainers including *ST Gauss, which rose by 5.03%, and Jiulian Technology, which increased by 3.55% [1] - The sector's overall trading volume was significant, with Zhaochi Co., Ltd. recording a trading volume of 67,180,000 yuan [1] Group 2: Capital Flow - The black home appliance sector saw a net outflow of 76.2042 million yuan from main funds, while retail investors contributed a net inflow of 55.0643 million yuan [1] - Individual stocks within the sector experienced varied capital flows, with *ST Gauss attracting a net inflow of 11.6348 million yuan from main funds, while Zhaochi Co., Ltd. faced a net outflow of 31.0489 million yuan [2]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002052 同洲电子 | | 8432.60万 | 9.23% | -3375.72万 | -3.70% | -5056.88万 | -5.54% | | 143116 688009 | | 3490.84万 | 3.52% | 91.00万 | 0.09% | -3581.84万 | -3.61% | | 688696 极米科技 | | 842.53万 | 11.52% | -14.06万 | -0.19% | -828.47万 | -11.32% | | 688609 九联科技 | | 801.13万 | 6.92% | -190.09万 | -1.64% | -611.04万 | -5.28% | | 000810 创维数字 | | 668.86万 | 3.39% | 386.02万 | 1.96% | -1054.88万 | -5.35% | | 600060 ...

从资金流向上来看，当日黑色家电板块主力资金净流出1.6亿元，游资资金净流出729.27万元，散户资金 净流入1.67亿元。黑色家电板块个股资金流向见下表： 证券之星消息，12月26日黑色家电板块较上一交易日上涨0.28%，兆驰股份领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。黑色家电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) | | | --- | --- | --- | --- | --- | --- | --- | | 002429 | 兆驰股份 | 7.81 | 4.27% | 163.76万 | | 12.85 Z | | 000801 | 四川九洲 | 17.44 | 0.75% | 44.23万 | | 7.69亿 | | 000810 | 创维数字 | 11.61 | 0.17% | 10.23万 | | 261T | | 688609 | 九联科技 | 9.82 | -0.20% | 6.71万 | 6575.96万 | | | 600839 | 四川长虹 | 9.05 | -0 ...

证券日报网讯 12月18日，九联科技在互动平台回答投资者提问时表示，智算云网（深圳）技术有限公 司专注于人工智能算力基础设施建设与算网融合技术创新，提供大模型私有化部署及多场景AI应用解 决方案，驱动千行百业智能化升级与智慧城市发展。截至目前，公司持有智算云网（深圳）技术有限公 司10%股权。 （编辑 袁冠琳） ...

证券日报网讯12月18日，九联科技在互动平台回答投资者提问时表示，为保证所有投资者公平的获悉公 司信息，公司会在定期报告中披露对应时点的股东信息，敬请关注公司定期报告。 ...