上期股东户数降逾一成个股中，绿岛风涨幅最高，11月11日以来累计上涨41.70%，涨幅居前的还有常 山药业、普路通等。 26股最新股东户数降逾一成 证券时报·数据宝统计显示，共有1021只个股公布了11月30日股东户数，与上期（11月20日）相比，股 东户数下降的有481只。其中股东户数降幅超一成的有26只。 股东户数降幅最多的是华英农业，截至11月30日最新股东户数为50981户，较11月20日下降25.80%，筹 码集中以来该股累计下跌28.89%，累计换手率为56.09%，其间主力资金净流出2.13亿元。 其次是红相股份，截至11月30日最新股东户数为51410户，较11月20日下降19.50%，筹码集中以来该股 累计上涨39.30%，累计换手率为361.45%，其间主力资金净流出1.19亿元。 1021只股公布截至11月30日最新股东户数，相比上期股东户数下降的有481只，降幅居前的是华英农 业、红相股份、海马汽车等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有954家、957家、1053 ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite and Shenzhen Component indices experiencing fluctuations and closing lower, while the ChiNext index rose before pulling back at the end of the session [1][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.9 trillion, a decrease of 132.7 billion compared to the previous trading day [1][6] Sector Performance - The computing hardware sector saw strong gains, with notable stocks such as Dekoli hitting the daily limit, and Fujing Technology and Tianfu Communication reaching historical highs [1][2] - The retail sector also performed well, with stocks like Yonghui Supermarket and Maoye Commercial hitting the daily limit [1][2] - Conversely, the Hainan local stocks experienced significant declines, with New Dazhou A hitting the daily limit down [1][2] Index Performance - As of the market close, the Shanghai Composite index fell by 0.37%, the Shenzhen Component index decreased by 0.39%, while the ChiNext index increased by 0.61% [3][4]

（文章来源：证券时报网） 数据宝统计，截至14:36，福晶科技成交额35.26亿元，创2024年11月4日以来新高。最新股价上涨 5.07%，换手率12.26%。上一交易日该股全天成交额为12.57亿元。（数据宝） ...

Summary of Conference Call Records Industry and Company Overview - The focus is on the isolator and Faraday rotator market, specifically highlighting **Dongtian Micro** and **Fujing Technology** as key players in the industry [1][2][3][4][5][6]. Key Points and Arguments Dongtian Micro - Dongtian Micro is the only listed company in China specializing in isolators, having transitioned from consumer electronics filters to communication optical components, including Z-Block and isolators [3]. - In 2025, the company achieved approximately **90 million yuan** in isolator revenue for the first three quarters, with an expectation to exceed **100 million yuan** for the entire year [3]. - Without considering the expansion of Japanese manufacturers, Dongtian Micro anticipates revenue of around **300 million yuan** in 2026 [3]. Fujing Technology - Fujing Technology has made progress in the localization of Faraday rotators, with products already applied by domestic end customers and ongoing certifications with major isolator manufacturers like Xingyu, Wireless Light, and Angna [4][5]. - The company is expected to improve its yield rate significantly within two months, enhancing its capacity for expansion [5]. - Fujing Technology controls upstream SEE chips, providing a competitive advantage for expansion amid increasing supply-demand gaps [5]. - The company is also developing its OCS (Optical Crystal Substrate) business, leveraging cost advantages from material price increases during the pandemic for production investments [6]. - There is a synergistic effect between the OCS and Faraday rotator businesses, as clients for OCS often overlap with those needing Faraday rotator modules, which could lead to sustained growth in related businesses [6]. - Fujing Technology's current market capitalization is approximately **27 billion yuan**, indicating potential for further growth [6]. Additional Important Insights - The isolator and Faraday rotator market is currently in a state of supply shortage, exacerbated by the largest global supplier, **Finisar**, halting external sales to support internal module shipments [2]. - Feedback from the **UBS Global Technology Summit** confirms that Faraday rotators are among the most scarce components in the upstream of optical modules, leading to renewed interest in the isolator and Faraday rotator supply chain [2].

Group 1 - A-shares saw a total of 78 stocks hitting the daily limit up and 8 stocks hitting the limit down on December 8 [1] - The laser industry concept was active, with Fuzhijing Technology and Zhongci Electronics reaching the daily limit up [1] - The CPO concept strengthened, with Tongyu Communication hitting the daily limit up [1] - AMD-related stocks rose, with Jingwang Electronics reaching the daily limit up [1] Group 2 - Stocks with consecutive limit up included Shunhao Co. with 6 limit ups in 7 days, Anji Food with 5 consecutive limit ups, and Ruikang Pharmaceutical and Junya Technology with 4 consecutive limit ups [1] - Other notable stocks included Hefei China with 3 limit ups in 5 days, Shuangxing New Materials and Shuhua Sports with 3 consecutive limit ups, and New Dazhou A with 2 limit ups in 4 days [1] - Stocks facing consecutive limit down included ST Yuanzhi with 5 consecutive limit downs, *ST Zhengping with 4 consecutive limit downs, and *ST Huasheng and *ST Fanli with 3 consecutive limit downs [1]

福晶科技股价创出历史新高，截至9:39，该股上涨7.77%，股价报56.60元，成交量904.77万股，成交金 额4.97亿元，换手率1.93%，该股最新A股总市值达266.16亿元，该股A股流通市值264.97亿元。 公司发布的三季报数据显示，前三季度公司共实现营业收入8.42亿元，同比增长26.62%，实现净利润 2.18亿元，同比增长29.75%，基本每股收益为0.4635元，加权平均净资产收益率13.09%。（数据宝） （文章来源：证券时报网） 两融数据显示，该股最新（12月5日）两融余额为9.72亿元，其中，融资余额为9.66亿元，近10日减少 110.93万元，环比下降0.11%。 公司12月5日在交易所互动平台披露，截至最新（11月30日）股东户数为63326户，较上期（11月20日） 减少5920户，环比下降8.55%。 证券时报·数据宝统计显示，福晶科技所属的电子行业，目前整体涨幅为0.35%，行业内，目前股价上涨 的有348只，涨幅居前的有瑞可达、泰晶科技、东田微等，涨幅分别为12.65%、9.99%、9.32%。股价下 跌的有131只，跌幅居前的有和而泰、睿能科技、C摩尔-U等，跌幅分别 ...

Core Insights - The optical communication sector has seen a significant surge, with industry leaders like Zhongji Xuchuang and Tianfu Communication reaching historical highs, and several companies experiencing limit-up trading [1] - Major US companies such as Lumentum and Coherent have also reached historical highs, indicating a strong market trend towards optical connectivity [3] Group 1: Market Performance - On December 8, the optical communication sector collectively surged, with key players like Zhongji Xuchuang and Tianfu Communication hitting record highs [1] - Companies such as Huilv Ecology and Wantong Development also experienced limit-up trading, reflecting strong investor interest [1] Group 2: Industry Developments - Lumentum and Coherent reached historical highs on December 5, with LightCounting forecasting a continued shortage of EML and CW laser chips until the end of 2026 [3] - Marvell announced a $3.25 billion acquisition of Celestial AI to enhance its position in the optical connectivity market [3] Group 3: Supply Chain Insights - Optical isolators, crucial components in optical modules, are facing supply constraints due to a global shortage of Faraday rotator materials, which are monopolized by a few manufacturers in the US and Japan [4] - The demand for high-speed optical modules is surging, leading to a significant mismatch between supply and demand for isolators, which are expected to remain in short supply [4] Group 4: Future Projections - The demand for optical chips is projected to grow significantly, with LightCounting estimating a CAGR of 17% for the optical communication chip market from 2025 to 2030, increasing total sales from approximately $3.5 billion in 2024 to over $11 billion by 2030 [5] - Lumentum reported a 25%-30% supply gap in optical chips, with prices expected to rise by 2026 [5]

每经AI快讯，有投资者在投资者互动平台提问：我国已在规划太空数据中心建设，贵公司的产品是否 有应用于卫星导航、商业航天领域？贵公司的产品是否适配太空数据中心建设？贵公司的是否有参与或 者有计划参与太空数据中心建设？ 福晶科技（002222.SZ）12月5日在投资者互动平台表示，公司未参与太空数据中心建设。 （记者 王晓波） ...

每经AI快讯，有投资者在投资者互动平台提问：KTP晶体是否可以做成电光Q开关 ，公司有KTP晶体电 光Q开关吗？ 福晶科技（002222.SZ）12月5日在投资者互动平台表示，尊敬的投资者，您好！公司目前未生产KTP电 光Q开关，谢谢！ （记者 曾健辉） ...

格隆汇12月5日丨福晶科技(002222.SZ)在互动平台表示，公司目前未生产KTP电光Q开关。 ...