沪指11月18日下跌0.81%，申万所属行业中，今日上涨的有4个，涨幅居前的行业为传媒、计算机，涨 幅分别为1.60%、0.93%。跌幅居前的行业为煤炭、电力设备，跌幅分别为3.17%、2.97%。 通信行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 1.66 | 3.89 | 75847.90 | | 603083 | 剑桥科技 | 6.26 | 19.15 | 54233.72 | | 600105 | 永鼎股份 | 6.10 | 16.34 | 36181.17 | | 300394 | 天孚通信 | 1.13 | 3.46 | 10034.00 | | 000063 | 中兴通讯 | 0.64 | 1.96 | 10003.90 | | 688313 | 仕佳光子 | 2.78 | 5.54 | 9370.72 | | 300548 | 长芯博创 | 2.39 | 9.30 | 9350.04 | | 600941 | 中国移动 | 1.10 ...

格隆汇11月18日｜中信建投证券研报指出，新易盛2025年前三季度归母净利润63.27亿元，同比增长 284.38%；扣非归母净利润63.01亿元，同比增长283.27%。三季度公司业绩增速环比回落，主要是由于 部分产品出货阶段性节奏的变化。从目前的需求和订单来看，公司预计四季度和明年将持续保持高景气 度。公司在高速光模块领域具备较强的竞争力，在海外客户侧不断取得突破。在算力行业保持高景气度 的背景下，公司有望充分受益。维持" 买入"评级。 ...

短期业绩波动，不改长期行业趋势 新易盛(300502) ——三季报业绩点评 股票研究 /[Table_Date] 2025.11.18 2025-11-18 电信运营 [Table_Industry] /信息技术 本报告导读： 维持盈利预测，下调目标价，维持优于大市评级；业绩低于预期，Q4 有望重拾高 增；短期业绩波动不改长期行业趋势。 投资要点： 风险提示：行业需求低于预期，行业竞争更加恶劣。 | [Table_Finance] 财务摘要(百万元) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入 | 3,098 | 8,647 | 25,024 | 46,421 | 51,319 | | (+/-)% | -6.4% | 179.1% | 189.4% | 85.5% | 10.6% | | 净利润(归母) | 688 | 2,838 | 9,021 | 16,849 | 19,075 | | (+/-)% | -23.8% | 312.3% | 217.9% | 86.8% | ...

Group 1 - The A-share market opened lower but the TMT sector showed resilience, with concepts like Kimi, Douyin Doubao, multimodal models, and virtual humans becoming active [1] - The AI-focused ETF, Huaxia (159381), saw a positive performance, with its constituent stock BlueFocus rising over 10%, and other stocks like Yidian Tianxia, Zhongwen Online, Chengmai Technology, Wanxing Technology, and Kunlun Wanwei rising over 4% [1] - In the past 20 trading days, the Huaxia AI ETF has attracted over 270 million yuan in capital, being the lowest fee rate ETF in its category [1] Group 2 - The Huaxia AI ETF tracks the entrepreneurial board AI index and focuses on companies in the AI sector, with over 54% weight in optical modules CPO, covering domestic software and AI application enterprises [2] - The top three weighted stocks in the ETF are Zhongji Xuchuang (24.78%), Xinyi Sheng (19.40%), and Tianfu Communication (5.11%) [2] - The ETF has a low comprehensive fee rate of only 0.20%, making it the lowest in its category [2]

格隆汇11月18日｜A股市场CPO概念股反弹，其中，剑桥科技涨超7%，永鼎股份涨超6%，罗博特科、 可川科技涨超4%，长芯博创、新易盛涨超3%。 ...

CPO概念盘中延续反弹，源杰科技涨超10%，剑桥科技触及涨停，永鼎股份、东山精密、德科立、新易 盛涨幅靠前。 ...

Group 1: Company Investigation - Kexin Information (300730) has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, as announced on November 17, 2025 [1] - The company reported a revenue of 93.65 million yuan for the first three quarters, a year-on-year decline of 36.58%, and a net loss attributable to shareholders of 58.84 million yuan [1] - Kexin Information's stock price was 18.01 yuan per share, with a total market capitalization of 4.343 billion yuan as of November 17 [1] Group 2: Financing Trends - The financing balance of A-shares has reached a historical high of 24,746.99 billion yuan as of November 14, 2025, marking a 34.63% increase from the end of the previous half-year [2] - Thirteen primary industries have seen net financing purchases exceeding 10 billion yuan, with the electronics sector leading at 148.91 billion yuan [2] - The power equipment sector followed with net financing purchases of 91.57 billion yuan, while the communication and non-ferrous metal sectors also exceeded 40 billion yuan [2] Group 3: Individual Stock Performance - A total of 110 stocks have recorded net financing purchases exceeding 1 billion yuan since the second half of 2025, with Ningde Times (300750) leading at 12.25 billion yuan [4] - Other notable stocks include Xinyi Technology (300502) and Zhongji Xuchuang (300308), with net financing purchases of 11.68 billion yuan and 11.43 billion yuan, respectively [4] - The demand for optical modules is expected to grow significantly, with a projected compound annual growth rate of 22% over the next five years, driven by AI applications and network upgrades [5]

证券日报网讯 新易盛（300502）11月17日在互动平台回答投资者提问时表示，大股东股份转让事宜已 完成，相关情况详见公司10月21日披露的公告。 ...

（文章来源：证券日报） 证券日报网讯新易盛11月17日在互动平台回答投资者提问时表示，目前3.2T产品处于预研阶段，商用时 间取决于市场及客户的需求情况。 ...

证券日报网讯新易盛（300502）11月17日在互动平台回答投资者提问时表示，公司一直与供应商保持良 好合作，通过多种方式优化采购成本，以保障供应链稳定和产品的市场竞争力。 ...