业绩方面，2025年1月-9月，特发信息实现营业收入31.84亿元，同比减少10.04%；归属净利润799.61万 元，同比增长80.75%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 11月24日，特发信息收盘2连板涨停，沪深京交易所数据显示，截至当日收盘，特发信息报11.5元/股， 成交额17.98亿元，总市值103.54亿元，封板资金1.44亿元，2个交易日2次涨停。 异动原因 具备深圳国资背景（最终控制人为深圳市国资委）；光通信领域深耕30余年，品牌入选中国光通信最具 综合竞争力企业10强，高端MPO光连接器市占率行业前列，与三大运营商及国网、南网长期合作；积 极响应国企改革政策，推进高质量发展。 来源：市场资讯 ...

截至11月24日收盘，军工信息化概念上涨4.63%，位居概念板块涨幅第3，板块内，102股上涨，久之洋 20%涨停，特发信息、航天长峰、雷科防务等涨停，北方长龙、天和防务、航天软件等涨幅居前，分别 上涨12.42%、9.57%、9.26%。跌幅居前的有淳中科技、中电鑫龙、*ST东通等，分别下跌7.89%、 7.08%、6.98%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 6.63 | 海南自贸区 | -2.19 | | 小红书概念 | 4.76 | 盐湖提锂 | -1.40 | | 军工信息化 | 4.63 | 磷化工 | -0.88 | | 太赫兹 | 4.47 | 自由贸易港 | -0.50 | | 快手概念 | 4.14 | 钛白粉概念 | -0.46 | | 智谱AI | 4.11 | 转基因 | -0.46 | | 兵装重组概念 | 4.00 | 石墨电极 | -0.40 | | 国产航母 | 3.97 | 大豆 | -0.37 | | Web3.0 | 3.89 | 化肥 | ...

AI and Technology - Google has released a new image model, attracting attention in the AI sector [2] - 360, a leader in AI search, has developed the 360 Smart Brain with ten core capabilities and hundreds of detailed functions, reporting a net loss of 120 million in Q3, narrowing from mid-year losses [2] - Jiuxi Software has launched its new generation large model application management platform, Nvwa GPT, which integrates and provides capabilities for large model management and intelligent orchestration [2] Aerospace and Defense - Japan has announced the deployment of missiles in sensitive areas, impacting defense-related companies [2] - Aerospace Power, a subsidiary of the Aerospace Science and Technology Group, has seen stock performance with a recent increase [2] - China Shipbuilding Industry Group, which controls multiple defense-related companies, is the only military ship production base in South China [2] E-commerce and Retail - Alibaba's "Qianwen" app has surpassed 10 million downloads in its first week of public testing [3] - Sanjiang Shopping, the largest local supermarket chain in Zhejiang, has Alibaba as its second-largest shareholder and is involved in the sale of prepared dishes [3] - DataPort, a leading data center company, provides infrastructure solutions and serves major internet companies like Alibaba, Tencent, Baidu, and NetEase [3] Real Estate - Multiple regions have issued notifications to promote the stable and healthy development of the real estate market [5] - Everbright Jiabao, a real estate development company under Everbright Group, focuses on non-performing asset management in Zhejiang [5] Automotive - GAC Group has officially launched its all-solid-state battery pilot production line [5] - Jinlong Automobile, a major bus manufacturer, has partnered with Baidu to produce China's first commercial-grade autonomous micro-circulation vehicle [5] Renewable Energy - Guosheng Technology, a top global manufacturer of heterojunction products, is focusing on high-efficiency solar cells and has plans for a solid-state battery project [6] - Hemei Group's subsidiary is investing in a green hydrogen project with an estimated total investment of around 700 million [6] Food and Beverage - Xinhua Du, a leading e-commerce platform for liquor, has seen stock performance with a recent increase [4] - Hasi Lian, a beauty brand, is focusing on skincare products and has developed a series of medical-grade dressings [5]

未来，特发信息将持续赋能AI数据中心高速联接，筑牢AI算力底座，继续推进新型光纤光缆、AI光网 络设施等关键技术突破，助力光纤光缆技术演进朝着超宽谱、智能化、绿色化方向加速推进，构建"空 天地"立体网络全域应用，与产业链伙伴共同打造更高速、更可靠、更绿色的产业新生态，为全球数字 经济发展提供更优质的连接解决方案。 近日，以"纤引全球，数驭未来"为主题的APC全球光纤光缆大会在江苏圆满落幕。在同期举行的"2025 第十九届全球|中国光通信最具竞争力企业10强"颁奖典礼上，特发信息（000070）（000070.SZ）凭借 卓越的综合实力与持续的创新突破，再次斩获"中国光通信最具竞争力企业10强""中国光纤光缆最具竞 争力企业10强"及"中国光传输与网络接入设备最具竞争力企业10强"三项企业重磅大奖，连续19年荣登 榜单。与此同时，特发信息总经理伍历文荣膺 "2025年度中国光通信创新管理人物奖"。 ...

（文章来源：每日经济新闻） 每经AI快讯，11月24日，阿里巴巴概念板块短线拉升，石基信息涨停，特发信息、实达集团、新华都 此前封板，数据港、值得买、易点天下、光云科技、三江购物等跟涨。 ...

该机构表示，军工板块投资主线聚焦四大高确定性方向：一是军贸视角下的主战装备产业链，重点布局 具备整机总装能力、定价权和海外交付经验的核心企业，直接受益于体系化订单放量与客户黏性壁垒； 二是新质战斗力加速形成的先进作战领域，包括水下攻防、无人集群、网络电磁对抗和智能指控四大方 向，相关配套企业正从技术验证迈向规模化列装，进入业绩兑现期；三是军民融合纵深推进下的科技强 国抓手型赛道，如商业航天、低空经济、可控核聚变关键部件、高能激光、电磁发射及特种机器人等， 兼具国防支撑与新兴产业属性，具备"军技民用、双向赋能"成长弹性；四是改革与资产证券化主线，涵 盖地方国资收购优质涉军资产后注入上市公司带来的"壳+资产"重估，以及央企军工集团加速未上市资 产证券化或通过并购拓展专业边界释放的协同红利。 对于该板块，东吴证券指出，展望2026年，作为"十五五"规划建议开局之年与建军一百年奋斗目标冲刺 前夜，军工行业将迎来需求刚性化、结构高端化与财务健康化的关键转折：核心判断有五：一是订单确 定性显著增强，"十四五"尾单集中交付与"十五五"新规划建议启动形成双轮驱动；二是需求结构加速向 新质战斗力和消耗性作战能力倾斜；三是军贸成 ...

Core Insights - The A-share market is witnessing strong performance in the military industry sector, with several stocks hitting their daily limit up [1] Group 1: Stock Performance - Jiuzhiyang (300516) and Pinggao Co., Ltd. (688227) both reached a 20% increase, with market capitalizations of 9.079 billion and 5.542 billion respectively [2] - Jianglong Shipbuilding (300589) saw a rise of 16.85%, with a total market value of 8.641 billion [2] - Special Information (000070) and Longxi Co., Ltd. (600592) both achieved a 10% increase, with market caps of 9.409 billion and 10.1 billion respectively [2] - Tianhai Defense (300008) and Kunshan Intelligent (301311) increased by 7.93% and 7.41%, with market values of 14.1 billion and 5.047 billion respectively [2] - Other notable performers include China Shipbuilding Defense (600685) up 6.98% and China Shipbuilding Han Guang (300847) up 6.84% [2] Group 2: Year-to-Date Performance - Jiuzhiyang has a year-to-date increase of 49.41%, while Pinggao Co., Ltd. has surged by 89.63% [2] - Jianglong Shipbuilding has seen an 83.89% increase year-to-date [2] - Longxi Co., Ltd. has an impressive year-to-date increase of 157.27% [2] - Tianhai Defense and Kunshan Intelligent have year-to-date increases of 74.57% and 16.52% respectively [2] - Notably, Beifang Changlong (301357) has a staggering year-to-date increase of 400.90% [2]

Core Viewpoint - Shenzhen TeFa Information Co., Ltd. has approved an increase in the trading limit for aluminum futures hedging by its subsidiary, Changzhou TeFa Huayin Cable Co., Ltd., to mitigate risks from raw material price fluctuations and enhance profit stability [1][5]. Group 1: Trading Overview - The company plans to increase the trading limit for aluminum futures hedging by up to 219.07 million yuan, with the total trading amount not exceeding 603.37 million yuan, while maintaining the maximum margin of 76.86 million yuan [2][6]. - The decision was made during the board meeting held on November 19, 2025, and does not require shareholder approval [11]. Group 2: Risk Management - The hedging strategy aims to lock in raw material prices and reduce operational risks associated with price volatility [8][23]. - The company has established a comprehensive risk control framework to manage market, funding, credit, technical, operational, policy, internal control, basis, and cash flow risks associated with the hedging activities [12][13][21][22]. Group 3: Financial Impact - Engaging in aluminum futures hedging is expected to stabilize production costs and product pricing, thereby promoting steady growth in performance [23]. - The company will account for the hedging activities in accordance with relevant financial regulations and standards [23].

Core Viewpoint - The company has approved an increase in the trading limit for aluminum futures hedging business through a board meeting held on November 19, 2025 [1] Group 1 - The board of directors convened for the 24th meeting of the ninth session to discuss the proposal [1] - The proposal includes a feasibility analysis report for increasing the trading limit for aluminum futures hedging [1]

证券代码：000070 证券简称：特发信息 公告编号：2025-49 深圳市特发信息股份有限公司 关于增加控股子公司开展铝期货套期保值业务交易额度 的公告 （二）交易金额：公司于 2025 年 1 月 21 日召开董事会第九届六 次会议，审议通过了《关于控股子公司开展铝期货套期保值业务的议 案》，授权特发华银经营层在董事会审批额度范围内具体实施套期保 值业务相关事宜，其中铝期货交易额度 38,430 万元，最高额保证金 不超过 7,686 万元。 由于业务订单量增加，本次新增期货交易额度不超过 21,907 万 元。本次新增后，特发华银在期货套期保值业务开展中占用的可循环 使用的保证金／权利金最高额度不超过人民币 7,686 万元（即有效期 内任一时点占用的保证金／权利金不超过人民币 7,686 万元），且任 一交易日持有的最高合约价值不超过人民币 60,337 万元。 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、交易概述：深圳市特发信息股份有限公司（以下简称公司） 控股子公司常州特发华银电线电缆有限公司（以下简称特发华银）因 业务订单 ...