New Stock Issuance - New stock issuance for Aomeisen (证券代码: 920080) is priced at 8.25 RMB per share[1] - The last trading day for Zitian (证券代码: 300280) is in 9 trading days[1] - Zhonghuan Hailu (证券代码: 301040) and Jishi Media (证券代码: 601929) have recent announcements regarding their stock status[1] Market Alerts - Significant abnormal fluctuations reported for Xian Dao Intelligent (证券代码: 300450) and Hangke Technology (证券代码: 688006)[2] - ST Green Kang (证券代码: 002868) and ST Gao Hong (证券代码: 000851) are under scrutiny due to recent trading activities[1] - ST Xin Tong (证券代码: 600289) and ST Ya Zhen (证券代码: 603389) have also been flagged for unusual market behavior[1] Trading Insights - The report includes links to detailed announcements for various stocks, indicating ongoing market monitoring and regulatory compliance[1] - The document highlights the importance of tracking stock performance and regulatory updates for informed investment decisions[1]

Group 1 - The trading volume of Fujian Fuzhijun Technology Co., Ltd. reached 3.066 billion RMB, marking a new high since November 12, 2024 [2] - The latest stock price increased by 2.73%, with a turnover rate of 12.24% [2] - The previous trading day recorded a total trading volume of 3.055 billion RMB [2] Group 2 - Fujian Fuzhijun Technology Co., Ltd. was established on October 31, 2001, with a registered capital of 470.25 million RMB [2]

Summary of Key Points from Conference Call Industry Overview - The AI industry is experiencing rapid growth, particularly in computing power demand, with significant increases observed since June 2023. The sector is entering a phase of valuation upgrades, with leading companies like Xuchuang expected to have a reasonable valuation of at least 30 times earnings due to increasing demand visibility by 2027 [3][6]. Company Insights - **Xuchuang**: Valuation outlook is between 600 billion to 800 billion RMB, with potential to reach 40-50 times in a bull market [6]. - **Google**: Anticipates capital expenditures of $85 billion, with a strong ecosystem including TPU chips and OCS technology, which is attracting interest from major players like OpenAI, Meta, Apple, and Microsoft [7][11]. - **Domestic Players**: Companies like Alibaba and Baidu are advancing their AI chip developments, with IPO plans and technological breakthroughs contributing to the domestic computing power chain [5][6]. Technology Developments - **Optical Switching (OCS)**: OCS technology is crucial for high-speed interconnects in data centers, with increasing demand for high-speed interconnects leading to new market opportunities. Google has deployed approximately 15,000 OCS devices, expecting to reach 30,000 by 2026 and 50,000 by 2027, with the overall market projected to reach 770,000 units by 2027 [11][2]. - **OCS Advantages**: OCS technology offers low power consumption, low cost, and low latency, making it attractive for companies like Meta and Microsoft. It is particularly effective in handling high-throughput data streams and dynamic network topologies [4][14]. Market Potential - The OCS market is expected to approach 100 billion RMB by 2027, with significant growth driven by the adoption of OCS technology by major cloud service providers [11][38]. - The AI industry's long-term demand is supported by major companies like NVIDIA, Meta, and TSMC, with projected smart spending reaching $3-4 trillion by 2030 for NVIDIA alone [9]. Competitive Landscape - Key suppliers for OCS technology include TI, Saiwei Electronics, Fujing, and Fengjing Technology, with major manufacturers like Dekoli and Xuchuang actively involved in the market [36][39]. - The competition in OCS technology is intensifying, with various companies showcasing their products at industry events, indicating a collaborative push towards commercialization [12][39]. Future Outlook - Google plans to introduce a second-generation OCS technology using coherent liquid crystal solutions to address current bottlenecks in channel capacity, with commercial deployment expected in 2026 [19]. - The OCS technology is anticipated to maintain high growth rates over the next three to five years, with significant contributions from both domestic and international players in the supply chain [38]. This summary encapsulates the key insights and developments discussed in the conference call, highlighting the growth potential and competitive dynamics within the AI and OCS technology sectors.

Core Viewpoint - The stock of Fuzhijun Technology experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from September 17 to September 19, 2025 [1] Company Summary - Fuzhijun Technology confirmed through self-inspection and inquiries with its controlling shareholder and actual controller that there are no corrections or supplements needed for previously disclosed information [1] - The company did not find any public media reports that could have significantly impacted its stock trading price due to undisclosed major information [1] - There have been no significant changes in the company's operational situation or external business environment recently [1] - The company, its controlling shareholder, and actual controller have not engaged in any undisclosed major matters related to the company or are in the planning stages of such matters [1] - During the period of abnormal stock fluctuation, the controlling shareholder and actual controller did not buy or sell the company's stock [1]

1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现公共传媒报道可能或已经对本公司股票交易价格产生较大影响的未 公开重大信息； 证券代码：002222 证券简称：福晶科技 公告编号：2025-019 福建福晶科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述 或重大遗漏。 一、股票交易异常波动的情况介绍 福建福晶科技股份有限公司（以下简称"公司"）股票（证券简称：福晶科技；证 券代码：002222）连续三个交易日内（2025 年 9 月 17 日、9 月 18 日、9 月 19 日）收 盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的相关规定，属于 股票交易异常波动的情形。 二、公司关注及核实情况说明 针对公司股票交易异常波动，公司董事会对有关事项进行了核查，并向控股股东及 实际控制人中国科学院福建物质结构研究所征询核实，现就有关情况说明如下： 2、公司郑重提醒广大投资者：《证券时报》和巨潮资讯网为公司选定的信息披露媒 体，公司所有信息均以在上述媒体刊登的信息为准，请广大投资者理性投资，注意风险。 五、备查文 ...

福晶科技今日涨停，全天换手率13.26%，成交额30.55亿元，振幅10.56%。龙虎榜数据显示，机构净卖 出2182.73万元，深股通净买入5933.65万元，营业部席位合计净买入8897.58万元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.30%上榜，机构专用席位净卖出2182.73万元，深 股通净买入5933.65万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.13亿元，其中，买入成交额为4.70亿 元，卖出成交额为3.44亿元，合计净买入1.26亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买五、卖二、卖五，合计买入金额 6199.62万元，卖出金额8382.35万元，合计净卖出2182.73万元，深股通为第一大买入营业部及第一大卖 出营业部，买入金额为2.26亿元，卖出金额为1.67亿元，合计净买入5933.65万元。 资金流向方面，今日该股主力资金净流入4.18亿元，其中，特大单净流入4.78亿元，大单资金净流出 6081.56万元。近5日主力资金净流入5.05亿元。 融资融券数据显示，该股最新（9月18日）两融余额为8.51亿元，其中，融资余额为 ...

Market Overview - The optical and optoelectronic sector rose by 0.75% on September 19, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Gainers - Tianshan Electronics (301379) closed at 29.54, up 19.98% with a trading volume of 360,500 shares [1] - Tengjing Technology (688195) closed at 132.14, up 14.94% with a trading volume of 151,800 shares [1] - Wavelength Optoelectronics (301421) closed at 108.30, up 14.60% with a trading volume of 248,300 shares [1] - Other notable gainers include Yingfeite (300582) up 14.14% and Fujing Technology (002222) up 10.00% [1] Top Losers - Biaosheng Sensor (300701) closed at 13.78, down 7.95% with a trading volume of 289,000 shares [2] - Helitai (002217) closed at 3.55, down 6.58% with a trading volume of 4,545,500 shares [2] - Chanzhan Optoelectronics (003019) closed at 39.67, down 6.06% with a trading volume of 146,900 shares [2] Capital Flow - The optical and optoelectronic sector saw a net inflow of 2.376 billion yuan from institutional investors, while retail investors experienced a net outflow of 855 million yuan [2][3] - Major stocks like Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan from institutional investors [3] Individual Stock Performance - Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan, representing 16.98% of its trading volume [3] - Fujing Technology (002222) saw a net inflow of 369 million yuan, accounting for 12.08% of its trading volume [3] - Wanrun Technology (002654) had a net inflow of 238 million yuan, representing 11.44% of its trading volume [3]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index slightly down by 0.03% at 3830.65 points, while the Shenzhen Component Index rose by 0.32% and the ChiNext Index increased by 0.16% [1][3] Sector Performance - The solid-state battery and photolithography sectors experienced significant gains, while the humanoid robot sector saw a notable decline [3][19] - The photolithography sector led the market with individual stocks like B wavelength Optoelectronics surging by 15.01% and Tengjing Technology increasing by over 14% [5][6] - The solid-state battery sector also performed well, with Ganfeng Lithium hitting the daily limit up by 10% [15][18] Individual Stock Highlights - B wavelength Optoelectronics reached a price of 108.68 with a year-to-date increase of 102.82% [6] - Tengjing Technology's stock price rose to 131.35, marking a year-to-date increase of 227.54% [6] - Ganfeng Lithium's stock price reached 52.82, with a total market capitalization of 100.5 billion [15][18] Declining Sectors - The humanoid robot sector faced a downturn, with stocks like Jinfatech hitting the daily limit down by 10.01% [20] - Other stocks in this sector, such as Wolong Electric Drive and Sanhua Intelligent Control, also experienced declines exceeding 8% [20][21]

Core Viewpoint - The A-share market saw a strong rally in the photolithography machine sector, with the photolithography index rising by 4.24% and leading company SMIC reaching a historical high in stock price [1][2]. Group 1: Market Performance - The photolithography index closed at 4525.95, up by 183.95 points, reflecting a 4.24% increase [2]. - SMIC's stock price closed at 117.39 CNY per share, with a nearly 7% increase, leading to a total market capitalization of 605.8 billion CNY [1]. - Other companies in the sector, such as BOL, SuDa WeiGe, and FJ Technology, also experienced significant gains, with BOL rising by 20% [1][2]. Group 2: Industry Developments - Reports indicate that SMIC is testing a deep ultraviolet photolithography machine manufactured by the Shanghai startup Yuliangsheng, which utilizes immersion technology similar to that of ASML [2]. - The photolithography machine is a core device in wafer manufacturing, essential for continuing Moore's Law, with a promising market outlook [4]. - The advanced packaging market is projected to grow from 38 billion USD in 2024 to 79 billion USD by 2030, with high-end packaging expected to increase from 8 billion USD to over 28 billion USD in the same period [4]. Group 3: Market Dynamics - ASML, Nikon, and Canon dominate the global photolithography market, with ASML holding a 61.2% market share in 2024, being the sole supplier in the EUV segment [4]. - China is the largest customer for ASML's photolithography machines, with revenue from the region expected to surge to 41% in 2024 due to the expansion of wafer fabs and excess inventory [4]. - The domestic photolithography machine industry is anticipated to see growth opportunities driven by the increasing demand for AI computing and advancements in domestic chip technology [5].

Market Performance - The optical and optoelectronic sector increased by 1.42% on September 17, with Wavelength Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Highlights - Wavelength Optoelectronics (301421) closed at 88.12, with a significant increase of 20.01% and a trading volume of 129,000 shares, amounting to a transaction value of 1.133 billion [1] - Su Dawei Ge (300331) saw a rise of 14.66%, closing at 38.47 with a trading volume of 715,200 shares, totaling 2.64 billion [1] - Hongli Zhihui (300219) increased by 11.40%, closing at 7.62 with a trading volume of 1,169,900 shares, amounting to 906 million [1] - Fuzhijing Technology (002222) and Yongxin Yuanzi (603297) both rose by 10.00%, closing at 46.40 and 108.20 respectively [1] Fund Flow Analysis - The optical and optoelectronic sector experienced a net inflow of 444 million from institutional investors, while retail investors contributed a net inflow of 119 million [2] - However, there was a net outflow of 563 million from speculative funds [2] Individual Stock Fund Flow - Wavelength Optoelectronics had a net inflow of 342 million from institutional investors, but a net outflow of 262 million from speculative funds [3] - Fuzhijing Technology saw a net inflow of 202 million from institutional investors, with a net outflow of 124 million from speculative funds [3] - Sanan Optoelectronics (600703) had a net inflow of 189 million from institutional investors, while experiencing a small net outflow from speculative funds [3]