证券代码：002222 证券简称：福晶科技 公告编号：2026-002 福建福晶科技股份有限公司 关于控股股东减持计划实施完毕的公告 股东中国科学院福建物质结构研究所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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 福建福晶科技股份有限公司（以下简称"公司"）于 2025 年 11 月 8 日披露了《关 于控股股东减持股份预披露的公告》（公告编号 2025-030），公司控股股东中国科学院 福建物质结构研究所（以下简称"物构所"）计划自该次减持计划披露之日起十五个交 易日后的三个月内以集中竞价交易方式或大宗交易方式减持本公司股份不超过 940.50 万股（不超过公司总股本的 2.00%）。 公司于近日收到物构所出具的《关于减持计划实施完毕的告知函》，截至本公告披 露之日，物构所累计减持公司股份 940.50 万股，本次减持计划已实施完毕，具体实施 情况如下： 一、股东减持情况 本次减持股份来源：公司首次公开发行前取得的股份及公司历年送转股获得的股 份，减持价格区间：50.76 元/股-62.96 元/股。 二、其他相 ...

福晶科技公告，控股股东中国科学院福建物质结构研究所完成减持计划，累计减持940.5万股，占总股 本2.00%，区间50.76元/股-62.96元/股。其中，集中竞价2025年12月1日至12月30日减持470.25万股，均 价56.41元/股，占1.00%；大宗交易2026年1月6日至1月30日减持470.25万股，均价55.82元/股，占 1.00%。减持后持股8739.5万股，占18.58%。 ...

Summary of Conference Call Records Company and Industry Overview - **Industry Focus**: Overseas computing power and optical module market - **Key Companies Mentioned**: 西部通信 (West Communication), 中际旭创 (Zhongji Xuchuang), 新易盛 (Xinyi Sheng), 英维克 (Yingweike), 福晶科技 (Fujing Technology) Core Insights and Arguments 1. **Optical Module Market**: - Strong demand and material shortages expected in H1 2026, with leading companies showing supply chain advantages [1] - Market sentiment is improving as previous suppressive factors are alleviated, allowing funds to enter the market early [1] - Key price catalysts will emerge as industry guidance for 2027 becomes clearer, particularly after the OFC conference in March [1] - Performance in H1 2026 is anticipated to be the highest among leading optical module companies, with H2 2026 expected to see accelerated performance due to material supply easing [1] 2. **Liquid Cooling Solutions**: - 2026 is projected to be the first year of significant adoption for liquid cooling solutions, with major companies like NV, Meta, and Google leading the way [2] - Estimated value of liquid cooling solutions is approximately $1,400 per 1kW chip, translating to a market potential of $21 billion for 15 million chips [2] - Domestic leaders in liquid cooling for ASIC chips are expected to capture over 20% market share, with overseas orders potentially yielding double the profit margins compared to domestic [2] 3. **Price Increases in Communication Products**: - Recommendations to invest in core communication products due to ongoing price increases driven by supply constraints [2] - Significant supply reductions from global suppliers of Faraday rotators, with Japanese company Granopt reducing production and issuing supply cut notices [2] - Domestic manufacturers like 森一 (Senyi), 飞锐特 (Feiruite), and 福晶科技 (Fujing Technology) are positioned to increase their market share through domestic substitution [2] 4. **Self-Sufficiency in SGGG Crystals**: - 福晶科技 has achieved self-sufficiency in SGGG crystal materials, which is expected to alleviate expansion bottlenecks and significantly increase market share [3] 5. **Data Center Fiber Pricing**: - Continuous price increases for fiber cables noted since January, with expectations of rising demand and prices from domestic operators [3] - Fiber optic cable manufacturers are adopting "same-day valid" pricing due to volatility in raw material costs, leading to a cautious expansion approach [3] Additional Important Insights - The overall sentiment in the overseas computing power sector is shifting positively, with early investments being made in anticipation of future growth [1][2] - The liquid cooling market is set for rapid growth, with significant opportunities for domestic companies to capture market share [2] - The supply chain dynamics in the optical module and communication product markets are critical, with potential for substantial price increases due to supply constraints [2][3]

Summary of Conference Call Records Company and Industry Overview - **Industry Focus**: Overseas computing power and optical modules - **Key Companies Mentioned**: 西部通信 (West Communication), 中际旭创 (Inspur), 新易盛 (NewEase), 英维克 (Invec), 福晶科技 (Fujing Technology), 长飞光纤 (Changfei Fiber), 亨通光电 (Hengtong Optic), 中天科技 (ZTE Technology) Core Insights and Arguments 1. **Optical Module Demand**: Strong demand and material shortages expected in H1 2026, with leading companies showcasing supply chain advantages. The release of previous performance forecast suppression is alleviating, and market pressures are easing, allowing funds to enter early in a strong industry trend [1] 2. **Future Catalysts**: Attention is shifting to clearer industry guidance for 2027, anticipated post the OFC conference in March, and new technology trends (NPO/CPO) that will promote scale-up scenarios. The short-term performance realization will depend on upstream supply chain material and capacity resolution [1] 3. **Liquid Cooling Solutions**: 2026 is projected to be the first year of significant liquid cooling adoption, with NV, Meta, and Google leading commercial applications. The estimated value of liquid cooling solutions for ASIC chips is substantial, with potential market size reaching $21 billion [2] 4. **Market Share Potential**: Domestic leaders in liquid cooling solutions for ASIC chips are expected to capture over 20% market share, with overseas orders potentially yielding double the profit margins compared to domestic ones [2] 5. **Price Increases in Key Components**: Recommendations include focusing on core price-increasing products in communication, particularly SGGG crystals and Faraday rotators. Global supply reductions are creating significant gaps, with domestic manufacturers poised to increase their market share [3] 6. **Data Center Fiber Pricing**: Continuous price increases for fiber optic cables are noted, with domestic operators expecting both volume and price increases. Manufacturers are adopting "same-day effective" pricing due to raw material price volatility, indicating a cautious expansion approach [3] Additional Important Insights - **Performance Realization Timing**: The performance realization for leading optical module companies is expected to be highest in H1 2026, with H2 2026 anticipated to see accelerated performance due to easing material supply [1] - **Investment Recommendations**: Strong buy recommendations for 中际旭创 and 新易盛 based on anticipated strong alpha in H1 2026, and 英维克 is expected to see significant acceleration in Q2 2026, with potential for valuation premium in 2027 [2] - **Domestic Production Capabilities**: 福晶科技 has achieved self-sufficiency in SGGG crystal materials, which could alleviate expansion bottlenecks and significantly enhance market share [3]

1月30日，福晶科技大宗交易成交15.55万股，成交额936.11万元，占当日总成交额的0.6%，成交价60.2 元，较市场收盘价70.18元折价14.22%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-30 | 002222 | 福晶科技 | 60.20 | 7.55 | | 454.51 广发证券股份有限 | 招商证券股份有限 | | | | | | | | 公司佛山灯湖东路 | 公司福州六一中路 | | | | | | | | 证券营业部 | 证券营业部 | | 2026-01-30 | 002222 | 福晶科技 | 60.20 | 8.00 | | 481.60 中国银河证券股份 | 招商证券股份有限 | | | | | | | | 有限公司金华证券 | 公司福州六一中路 | | | | | | | | 营业部 | 证券量非部 | ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2026-01-27 | 002222 | 福晶科技 | 59.82 | 5.00 | 299.10 机构专用 | | 招商证券股份有限 | | | | | | | | | 公司福州六一中路 | | | | | | | | | 证券营业部 | | 2026-01-27 | 002222 | 福晶科技 | 59.82 | 30.00 | 1,794.6 机构专用 | | 招商证券股份有限 | | | | | | | | | 公司福州六一中路 | | | | | | | | | 证券营业部 | | 2026-01-27 | 002222 | 福晶科技 | 59.82 | 4.35 | 260.22 机构专用 | | 招商证券股份有限 | | | | | | | | | 公司福州六一中路 | | | | | | | | | 证券 ...

Core Viewpoint - The optical and optoelectronic sector experienced a 1.5% increase on January 27, with notable gains from companies like Bente Optics, while the overall market indices showed modest growth [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The optical and optoelectronic sector saw significant individual stock movements, with Bente Optics leading with a closing price of 48.27, reflecting an increase of 11.17% [1]. Group 2: Stock Performance - Key performers in the optical and optoelectronic sector included: - Bente Optics (688127) with a closing price of 48.27 and a rise of 11.17% on a trading volume of 195,100 shares [1]. - Su Dawei Ge (300331) closed at 51.53, up 7.89% with a trading volume of 300,000 shares [1]. - Lianjian Optoelectronics (300269) closed at 8.70, up 7.14% with a trading volume of 1,049,800 shares [1]. - Fuzheng Technology (002222) closed at 70.30, up 5.78% with a trading volume of 229,300 shares [1]. Group 3: Capital Flow - The optical and optoelectronic sector saw a net inflow of 920 million yuan from institutional investors, while retail investors experienced a net outflow of 445 million yuan [2]. - Major stocks with significant capital inflows included: - TCL Technology (000100) with a net inflow of 501 million yuan, accounting for 14.84% of the total [3]. - BOE Technology (000725) with a net inflow of 403 million yuan, representing 8.10% [3]. - Sanan Optoelectronics (600703) with a net inflow of 361 million yuan, making up 8.56% [3].

证券日报网讯1月23日，福晶科技（002222）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司合并普通账户和融资融券信用账户的股东数为53738户。 ...

证券日报网讯1月23日，福晶科技（002222）在互动平台回答投资者提问时表示，公司目前未披露业绩 预告，后续若发生股票上市规则规定的应披露事项，公司将及时披露。 ...

Core Viewpoint - Fuzhou Fuzhijian Technology Co., Ltd. has experienced fluctuations in stock price and trading volume, with a notable increase in revenue and net profit year-on-year, indicating a positive growth trajectory in its core business areas [1][2]. Group 1: Stock Performance - On January 23, Fuzhijian Technology's stock price decreased by 2.00%, trading at 67.96 yuan per share, with a total market capitalization of 31.958 billion yuan [1]. - The stock has increased by 20.62% year-to-date, but has seen a decline of 3.70% over the last five trading days [1]. - The company reported a trading volume of 3.81 billion yuan, with a turnover rate of 1.18% [1]. Group 2: Financial Performance - For the period from January to September 2025, Fuzhijian Technology achieved an operating revenue of 842 million yuan, representing a year-on-year growth of 26.62% [2]. - The net profit attributable to shareholders for the same period was 218 million yuan, reflecting a year-on-year increase of 29.75% [2]. Group 3: Shareholder and Dividend Information - Since its A-share listing, Fuzhijian Technology has distributed a total of 907 million yuan in dividends, with 355 million yuan distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders decreased by 4.57% to 54,100, while the average number of circulating shares per person increased by 4.79% to 8,646 shares [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.6573 million shares, an increase of 11.6248 million shares from the previous period [3].