中际旭创股份有限公司 关于特定股东及其一致行动人部分股票进行质押交易 及解除质押的公告 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。 中际旭创股份有限公司（以下简称"公司"或"中际旭创"）近日接到特定股东 苏州益兴福企业管理中心（有限合伙）（以下简称"益兴福"）及其一致行动人苏州 云昌锦企业管理中心（有限合伙）（以下简称"云昌锦"）的通知，益兴福将其持有 的部分股票与中信证券股份有限公司（以下简称"中信证券"）、东吴证券股份有限 公司（以下简称"东吴证券"）以及国泰海通证券股份有限公司（以下简称"国泰海 通"）办理了股票解除质押业务，将其持有的部分股份与中信证券以及东吴证券办理 了股票质押交易业务；云昌锦将其持有的部分股份与中信证券办理了股票质押交易及 解除质押业务，现将有关情况公告如下： 一、股东部分股票质押交易的基本情况 单位：股 | 股东 | 是否为第 一大股东 | 质押股数 | 是否 为限 | 是否 补充 | 质押开 | 质押 | 质权人 | 占其所 持股份 | 占总股 | 用 | | --- | --- | --- | --- | --- | -- ...

Core Viewpoint - The A-share market is showing strong momentum in January 2026, with the Shanghai Composite Index achieving a record 14 consecutive days of gains, indicating a favorable environment for institutional investors to position themselves for the upcoming market trends [2][3]. Group 1: Market Outlook - January is typically a time for institutional investors to prepare for the "spring surge" and the overall market trend for the year, with expectations of a structural market performance amid potential style differentiation as the Chinese New Year approaches [2]. - Long-term bullish sentiment is supported by a rebound in corporate earnings forecasts, particularly due to low comparative bases from the previous year, and an influx of capital into the A-share market as the year begins [3]. - Key investment themes identified include high-growth sectors such as AI hardware, renewable energy, and cyclical industries like non-ferrous metals, as well as financial sectors with stable earnings [2][3]. Group 2: Sector and Stock Recommendations - The focus on cyclical industries, particularly non-ferrous metals and financial sectors, has increased, with significant recommendations from various brokerages. For instance, the non-ferrous metals sector saw an increase of 15 stocks in the January recommendations, making it the second most recommended sector [7][20]. - Specific stocks highlighted include Zijin Mining, which is favored by 11 brokerages and has shown a substantial increase in institutional holdings, indicating strong market confidence [20][21]. - The electronic sector remains dominant with 47 stocks recommended, maintaining its position as the most favored sector for 23 consecutive months [6][9]. Group 3: Notable Stocks - Among the stocks recommended by multiple brokerages, Zhongji Xuchuang stands out with 12 brokerages supporting it, reflecting its strong market performance and significant institutional backing [11][12]. - Other notable stocks include Zijin Mining and Sanhua Intelligent Controls, both of which have shown impressive growth rates and are heavily favored by institutional investors [20][14]. - The commercial aerospace sector has also gained traction, with 9 stocks included in the January recommendations, reflecting a growing interest in this area [18].

证券时报·数据宝统计显示，中际旭创今日收盘价为619.60元，上涨2.37%，日换手率为2.53%，成交额 为172.81亿元，全天主力资金净流入3.60亿元，近5日该股累计上涨0.26%，近5日资金合计净流出35.78 亿元。 两融数据显示，该股最新融资余额为215.75亿元，近5日增加5.21亿元，增幅为2.47%。（数据宝） 1月7日中际旭创大宗交易一览 | 成交量（万 | 成交金额（万 | | 成交价格 | 相对当日收盘折溢价 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | --- | --- | | 股） | | 元） | （元） | （%） | | 业部 | | 1.80 | 1115.28 | | 619.60 | 0.00 | 机构专用 | 机构专 | | | | | | | | 用 | | 0.40 | 247.84 | | 619.60 | 0.00 | 华泰证券股份有限公司盐 | 机构专 | | | | | | | 城分公司 | 用 | 中际旭创1月7日大宗交易平台共发生2笔成交，合计成交量2.20万股，成交金额1363.12万元。成交价格 ...

中际旭创总部位于山东烟台，2024年前三季度营收约71亿元，净利润11.3亿元，同比分别增长28%和 38%。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 来源：观点地产网 观点网讯：1月7日，光模块制造商中际旭创拟于本月向港交所递交上市申请，启动港股二次上市进程， 谋求A+H两地上市。 ...

据报道，中际旭创最早将于1月提交香港上市申请。（新浪财经） ...

市场消息：中际旭创最早将于1月提交香港上市申请。 ...

Core Viewpoint - The optical communication industry is undergoing a transformation from "quantitative change" to "qualitative change," with Silicon Photonics emerging as the key solution for computing interconnects in the AI era [1] Group 1: Market Dynamics - The Silicon Photonics market revenue is projected to surge from $1.4 billion in 2023 to $10.3 billion by 2029, with a CAGR of 45% [4] - Traditional optical modules face challenges such as the "power wall" and "size wall" when reaching 1.6T rates, while Silicon Photonics can reduce component size by approximately 30% and power consumption by about 40% [6] Group 2: Value Chain Restructuring - The value chain in the optical module industry is being violently restructured, with core profits shifting from upstream optoelectronic chips to midstream PIC design [1][7] - Companies with independent PIC design capabilities will transition from mere "assembly factories" to technology firms with core chip design capabilities, significantly enhancing their profit levels and influence in the global supply chain [11] Group 3: Key Players and Beneficiaries - Leading companies in the Silicon Photonics chip and module sector include Zhongji Xuchuang and Xinyi Sheng, which have established strong barriers in PIC design and packaging capabilities [14] - Supporting components and solutions, such as those from Tianfu Communication, are crucial in the Silicon Photonics supply chain, benefiting from increased integration levels [15] - CW light sources are essential for Silicon Photonics, with companies like Yuanjie Technology and Shijia Photonics positioned to gain from the demand for external light sources [15]

Group 1 - The technology sector continues to strengthen, with companies like SMIC and optical communication concepts being active, as evidenced by the 5G Communication ETF (515050) rising by 1.29% and reaching a new historical high [1] - The 5G Communication ETF has seen a continuous net inflow of funds over the past three trading days, accumulating over 180 million yuan [1] - Bank of America Merrill Lynch analyst Wamsi Mohan predicts that 2026 will be a turning point for enterprise-level and edge AI, with exponential growth in data generation due to the proliferation of multimodal AI [1] Group 2 - The Huaxia Entrepreneurial Board Artificial Intelligence ETF (159381) tracks the Entrepreneurial Board AI Index and has a significant weight in optical modules, covering domestic software and AI application companies [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a recent scale of nearly 8 billion yuan, focusing on the supply chains of companies like Nvidia, Apple, and Huawei [2] - The Information Technology ETF (562560) tracks the full index of information technology, covering various sectors including consumer electronics, software development, and communication [2]

Group 1 - The A-share market is experiencing fluctuations, with a notable rise in semiconductor equipment and materials, as well as strong performance in AI infrastructure sectors such as computing power, storage, and PCB [1] - The largest AI ETF in the Shanghai market, AI ETF (515070), saw its holdings, including Guangxun Technology, rise over 3%, while other stocks like Zhongji Xuchuang, Lankai Technology, and Xiechuang Data also increased [1] - Huolong Securities believes that the market is in a "slow bull" phase, with potential for upward breakthroughs due to ongoing supportive fiscal and monetary policies, as well as improving economic fundamentals [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, basic resources, and applications in the AI sector, representing the midstream and upstream of the AI industry chain [1] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha Technology, among others [1] - Related products include the AI ETF (515070), Huaxia CSI Artificial Intelligence Theme ETF Link A (008585), and Huaxia CSI Artificial Intelligence Theme ETF Link C (008586) [1]

Market Overview - The Shanghai Composite Index rose by 0.29%, the Shenzhen Component increased by 0.35%, and the ChiNext Index gained 0.41% during the early trading session [1]. Sector Performance - The photolithography concept stocks surged, with Guofeng New Materials achieving two consecutive trading limits in three days, while Nanda Optoelectronics and Tongcheng New Materials also hit trading limits [2]. - The controlled nuclear fusion concept showed strong activity, with Wangzi New Materials achieving three trading limits in four days, and China First Heavy Industries, China Nuclear Engineering, and China National Machinery Industry Corporation hitting trading limits [2]. - The brain-computer interface concept continued its strong performance, with Innovation Medical and Nanjing Panda both achieving three consecutive trading limits [2]. - Semiconductor equipment stocks were notably active, with Zhongwei Company and Northern Huachuang reaching historical highs [2]. - Power grid equipment stocks showed resilience, with Sanbian Technology and China Xidian hitting trading limits [2]. Declining Stocks - Oil and gas stocks underperformed, with China National Offshore Oil Corporation experiencing a decline [3]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.84 trillion yuan, an increase of 53.8 billion yuan compared to the previous trading day [3]. Individual Stock Highlights - Zhongji Xuchuang had a trading volume exceeding 12.6 billion yuan, leading the market, followed by Aerospace Development, Goldwind Technology, and Blue Ocean Media with significant trading volumes [4].