格隆汇8月28日｜天孚通信(300394.SZ)今日20%涨停，股价创历史新高，换手率8.58%，成交额113.92亿 元。龙虎榜数据显示，深股通买入21.23亿元，卖出8.53亿元，净买入12.7亿元；五家机构买入4.07亿 元，卖出9.88亿元，净卖出5.81亿元。上榜席位全天买入29.52亿元，卖出18.52亿元，合计净买入11亿 元。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占息成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)2 | | | 深股通专用 | 641次 48.83% | 0 | 21228 ...

格隆汇8月28日｜天孚通信(300394.SZ)今日20%涨停，股价创历史新高，换手率8.58%，成交额113.92亿元。龙虎榜数据显示，深股通买入21.23亿元，卖出 8.53亿元，净买入12.7亿元；五家机构买入4.07亿元，卖出9.88亿元，净卖出5.81亿元。上榜席位全天买入29.52亿元，卖出18.52亿元，合计净买入11亿元。 (格隆汇) | 序号 | | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | | 641次 48.83% (2) | 212282.58 | 18.64% | | 2 | 机构专用 | easthoney.com | 1639次 44.78% | 0.00 | 0.00% | | 3 | 机构专用 | | 1639次 44.78% | 0.00 | 0.00% | | 4 | 机构专用 | | 1639次 44.78% | 18116.24 | 1.59% | | 5 | 机构专用 | | 1639次 44.78% ▶ | 0.00 | 0.00% | | | ...

证券之星消息，8月28日通信设备板块较上一交易日上涨8.82%，鼎通科技领涨。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。通信设备板块个股涨跌见下表： 从资金流向上来看，当日通信设备板块主力资金净流入46.35亿元，游资资金净流出31.41亿元，散户资金 净流出14.94亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000063 | 中兴通讯 | 1 13.3416 | 8.19% | -6.66 Z | -4.09% | -6.68 Z | -4.10% | | 300502 | 新易盛 | 10.80 亿 | 4.50% | -4.37 Z | -1.82% | -6.42 Z | -2.68% | | 300394 | 天孚通信 | 6.69 Z | 5.88% | -2.96 Z | -2.59% | -3.74 ...

Market Overview - The A-share market experienced a V-shaped reversal in the afternoon, with the ChiNext Index leading the gains, and over 2800 stocks rising [1] - The Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - The total market turnover exceeded 30 trillion yuan, marking the fourth occurrence in A-share history [1] Key Stocks and Sectors - Cambrian Technology and SMIC both reached historical highs, with Cambrian's stock price surpassing 1500 yuan, closing at 1587.91 yuan per share, making it the new stock king of A-shares [1] - PCB (Printed Circuit Board) concept stocks saw significant gains, with Shenghong Technology rising over 19% and achieving a historical high, with a trading volume exceeding 23 billion yuan [1][2] - The CPO (Co-Packaged Optics) sector continued its upward trend, with Tianfu Communication hitting the daily limit and other stocks like Changxin Bochuang and Dekeli also showing strong performance [1][4] Shenghong Technology Performance - Shenghong Technology reported a revenue of 9.031 billion yuan for the first half of 2025, a year-on-year increase of 86%, and a net profit of 2.143 billion yuan, up 366.89% [4] - The company specializes in the R&D, production, and sales of high-density printed circuit boards, with applications in AI, automotive electronics, and new communication technologies [4] - Shenghong Technology is advancing its H-share issuance to fund high-end capacity expansion in Southeast Asia and PCB technology R&D [4] CPO Sector Insights - The CPO sector is experiencing strong performance, with multiple companies reporting impressive mid-year results, such as Tianfu Communication's net profit growth of 37.46% [7] - The demand for high-speed optical communication modules is expected to rise due to the integration of AI and infrastructure development [7] Solid-State Battery Sector - Solid-state battery concept stocks faced some adjustments, with companies like Keheng and Liyuanheng seeing declines of over 10% and 5%, respectively [8] - Keheng reported a revenue of 799 million yuan for the first half of 2025, a year-on-year decrease of 29.15%, with a net loss of 97.36 million yuan, widening by 60.01% [9] - Analysts suggest that as the solid-state battery industry matures, upstream material suppliers will benefit, particularly those involved in sulfide electrolytes [9][10]

（责任编辑：康博） 中国经济网北京8月28日讯 天孚通信(SZ:300394)今日股价涨停，截至收盘报180.01元，涨幅 20.00%，总市值1399.43亿元。 ...

有源产品加速放量，2025H1 营收利润稳定增长 | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 1,939 | 3,252 | 5,581 | 7,776 | 9,668 | | 增长率 yoy（%） | 62.0 | 67.7 | 71.6 | 39.3 | 24.3 | | 归母净利润（百万元） | 730 | 1,344 | 2,325 | 3,108 | 3,855 | | 增长率 yoy（%） | 81.1 | 84.1 | 73.1 | 33.7 | 24.1 | | ROE（%） | 21.7 | 33.7 | 38.6 | 35.8 | 32.0 | | EPS 最新摊薄（元） | 0.94 | 1.73 | 2.99 | 4.00 | 4.96 | | P/E（倍） | 159.8 | 86.8 | 50.2 | 37.5 | 30.2 | | P/B（倍） | 36.5 | 29.3 | 19.3 | 13.5 | 9.7 | 资料来源 ...

Group 1: Market Performance - The communication equipment sector has seen significant gains, with Tianfu Communication reaching a 20% limit up [1] - Communication ETFs and communication equipment ETFs have increased by over 9%, while the Communication ETF from Southern has risen by over 8% [1] - Year-to-date, communication ETFs and communication equipment ETFs have surged over 80% [2] Group 2: ETF Performance Details - The Communication ETF (515880.SH) rose by 9.33% today and has an annual increase of 87.32% [4] - The Communication Equipment ETF (159583.SZ) increased by 9.19% today with an annual growth of 82.36% [4] - Other ETFs such as 5GETF and 5G Communication ETF also showed significant daily and yearly gains, with increases ranging from 6.87% to 7.75% [4] Group 3: Industry Insights - The Communication ETF tracks the Guozheng Communication Index, with key stocks including Zhongji Xuchuang, Xinyi Sheng, and China Telecom [6] - The Communication Equipment ETF follows the communication equipment theme index, reflecting the performance of 50 listed companies in communication equipment manufacturing and services [6] - The Ministry of Industry and Information Technology has issued guidelines to optimize business access and promote the satellite communication industry, aiming for over 10 million satellite communication users by 2030 [6] Group 4: Company Performance - Tianfu Communication reported a net profit of 899 million yuan for the first half of 2025, significantly up year-on-year, driven by AI development and global data center construction [7] - The demand for optical devices is being driven by the virtual economy, cloud computing, and AI, leading to a stable demand in the telecom market [7] - The company is maintaining R&D investments in high-speed optical modules and new products, with several projects underway targeting future market needs [8]

证券之星消息，8月28日A股收盘，上证指数报收3843.6，上涨1.14%；深圳成指报收12571.37，上涨2.25%。 当日创业板成交额前10大个股中9只个股收涨，平均涨幅9.02%，其中新易盛（300502）以成交额240.0亿元排第一。从主力资金流入看，成交额前 10大个股中有5只个股呈现主力资金净流入。 | 序号 | 代码 | 筒称 | 最新价 | 涨跌幅 | 成交额(元) | 主力净流入(元) | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300502 | 新易盛 | 354.95 | 15.12% | 240.00亿 | 10.80 Z | | 2 | 300476 | 胜宏科技 | 259.00 | 19.59% | 232.74亿 | 15.19 Z | | 3 | 300059 | 东方财富 | 27.96 | 2.76% | 203.00亿 | -4.21亿 | | 4 | 300308 | 中际旭创 | 359.03 | 10.44% | 201.17亿 | 8687.51万 | | 5 | 300394 | 天乎通信 | 18 ...

Core Viewpoint - A-shares experienced a volatile trading session with the Shanghai Composite Index initially dropping over 1% before recovering to close up 1.14% [1] Market Performance - The Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - Over 2,800 stocks in the market saw gains, with total trading volume reaching 3 trillion yuan [1] Sector Highlights - Semiconductor and CPO concepts showed strong performance, with Tianfu Communication hitting a 20% limit up, and several other stocks like Broadcom Integration, Star Semiconductor, Changfei Optical Fiber, and Woge Optoelectronics also reaching their daily limit [1] - The satellite internet sector was active, with stocks such as Sanwei Communication, Wantong Development, and Xingwang Yuda hitting their daily limit [1] - Other sectors with notable gains included glass fiber, consumer electronics, securities, photovoltaic equipment, copper cable high-speed connections, F5G, millimeter wave, and laser radar concepts [1] Underperforming Sectors - Sectors that experienced declines included automotive services, real estate services, liquor, pharmaceuticals, education, electricity, and textile and apparel [1]

（文章来源：每日经济新闻） 每经AI快讯，8月28日，CPO板块午后延续涨势，天孚通信20%封板涨停，德科立涨超15%，东田微涨 超14%，长鑫博创、光库科技涨超11%，长飞光纤等此前封板，太辰光等跟涨。 ...