A股市场CPO概念股集体下跌，截至半日收盘， 新易盛跌7%， 中际旭创、 太辰光、 长芯博创跌超 6%， 智立方、 德科立跌超5%， 仕佳光子、 剑桥科技、 光库科技、 景旺电子、 罗博特科跌超4%， 联 特科技、 汇绿生态、 炬光科技跌超3%。 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅%↑ | 总市值 | 年初至今涨幅%。 | | | --- | --- | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 1 | -7.02 | 3567 乙 | -16.72 | 358.82 | | 300308 | 中际旭创 | 1 | -6.40 | 5951亿 | -12.20 | 535.60 | | 300570 | 太辰光 | 1 | -6.34 | 306亿 | 16.48 | 134.59 | | 300548 | 长芯博创 | 报 | -6.16 | 430亿 | 3.74 | 147.31 | | 301312 | 智立方 | 1 | -5.54 | 101亿 | 67.18 | 83.54 | | 688205 | 德科立 | 1 | -5.41 | 255亿 | 16.96 | 160.80 | | 688313 | 仕佳光子 | 1 | -4.88 | 378亿 | -5.77 | 83.66 | | 603083 | 剑桥科技 | 1 | ...

2月26日，太辰光涨5.17%，截至发稿，报146.51元/股，成交38.45亿元，换手率14.06%，总市值332.76 亿元。 截至发稿，谭跃峰累计任职时间4年61天，现任基金资产总规模93.91亿元，任职期间最佳基金回报 80.99%， 任职期间最差基金回报-44.45%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，银华基金旗下1只基金重仓太辰光。创业板200ETF银华（159575）四季度增持700股，持有 股数1400股，占基金净值比例为0.98%，位居第九大重仓股。根据测算，今日浮盈赚取约1.01万元。 创业板200ETF银华（159575）成立日期2023年12月20日，最新规模1647.71万。今年以来收益8.64%， 同类排名1909/5572；近一年收益22.57%，同类排名2796/4311；成立以来收益56.87%。 创业板200ETF银华（159575）基金经理为谭跃峰。 ...

Group 1 - The CPO concept experienced significant fluctuations, with companies such as Jufei Optoelectronics and Jepu Technology reaching a 20% limit-up [1] - Other companies including Guanghe Technology, Zhongtian Technology, and Hengtong Optoelectronics also hit the limit-up [1] - Additional firms like Tianfu Communication, Yongding Co., Zhongfu Circuit, Guangxun Technology, and Taicheng Light followed with notable increases [1]

致尚科技下跌12.32%，罗博特科下跌9.75%，太辰光下跌8.09%，光库科技、亨通光电、长飞光纤跌超 6%。（AI生成） 致尚科技下跌12.32%，罗博特科下跌9.75%，太辰光下跌8.09%，光库科技、亨通光电、长飞光纤跌超 6%。（AI生成） ...

Ac t i o n | 23 Feb 2026 20:46:05 ET │ 31 pages China Communication Infrastructure CPO scale-up a new TAM, on top of upbeat 2027 pluggable demand CITI'S TAKE We evaluate the potential TAM for CPO optics supply chain in this report given the deployment in scale-up likely to come in late 2027. The optics supply chain will likely see stocking demand in 2H27. We assume 300/5k/209k units of CPO switches in 2025/26/27E (vs. prior 100k in 2027E) in which 169k units of CPO switch shipments are assumed for scale- up ...

机构建议聚焦以下投资方向：一是拥有光棒产能的公司，如长飞光纤/长飞光纤光缆、亨通光电、中天 科技、烽火通信、杭电股份等，这类公司或将充分受益于涨价逻辑。二是算力产业链上游的核心材料与 器件供应商，重点包括光模块领域的中际旭创、新易盛，以及光器件环节的天孚通信、仕佳光子、太辰 光等。此外，随着空芯光纤等下一代技术逐步进入运营商试点，具备前瞻技术储备的厂商也将获得估值 提升的催化剂。 风险提示：光纤需求增长不及预期，光纤价格上涨不及预期，产能扩张进度较快风险。以上观点均来自 中信建投证券、天风证券、国泰海通证券、国盛证券、兴业证券近期公开的研究报告，不代表本平台立 场，敬请投资者注意投资风险。 作者：聂林浩 刘禹希 需求集中增长的同时，供给端也面临刚性约束。光纤的核心原材料是光棒，占据产业链价值与技术的高 点，约占光纤成本的70%。光棒的扩产周期长达1.5至2年，且行业经历了前几年的价格战与供给出清 后，鲜有大规模扩产，这使得光棒供给紧张。当高端特种光纤需求爆发时，光棒厂商优先将产能投向利 润率更高的产品，客观上挤占了G.652.D等普通散纤的产能。一边是需求全面增长，一边是供给端受制 于光棒产能无法快速响应，供 ...

Group 1 - The A-share CPO concept continues to weaken, with significant declines observed in various companies [1] - Changxin Bochuang experienced a drop of over 10% [1] - TeFa Information hit the daily limit down [1] Group 2 - Guangku Technology, Jieput, Tengjing Technology, Taicheng Light, and Tianfu Communication all fell by over 5% [1]

Group 1 - The A-share market saw a widespread decline in CPO concept stocks, with notable drops in several companies [1] - Hengtong Optic-Electric fell by 7%, while Changxin Bochuang and Jieput fell over 6% [1] - Dekeli and Changfei Optical Fiber experienced declines of over 5%, and Tiantong Co., Hengdong Light, and Taicheng Light dropped over 4% [1] Group 2 - Guangku Technology, Tianfu Communication, Shijia Photon, Robot Technology, Yongding Co., and Zhongtian Technology all saw declines exceeding 3% [1]

Group 1 - The core viewpoint of the news highlights a decline in the stock prices of optical fiber and computing power hardware companies, with significant drops observed in specific companies [1] - Companies such as Longi Fiber, Hengtong Optic-Electric, and Tianfu Communication experienced declines exceeding 5% in their stock prices [1] - Other companies in the sector, including Robotech, Shijia Photon, and Taicheng Light, also followed the downward trend in stock performance [1]