证券日报网讯11月4日晚间，光库科技（300620）发布公告称，公司2025年第一次临时股东大会审议通 过《关于修订 <公司章程> 及其附件并办理工商变更登记的议案》《关于补选第四届董事会董事、选举 法定代表人的议案》，第四届董事会第十八次会议审议通过《关于聘任公司高级管理人员的议案》。近 日，公司就上述议案涉及《公司章程》、董事、高级管理人员以及法定代表人备案事项已经工商核准登 记完成，并取得珠海市市场监督管理局新核发的《登记通知书》。 ...

证券代码：300620 证券简称：光库科技 公告编号：2025-080 珠海光库科技股份有限公司 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 珠海光库科技股份有限公司（以下简称"公司"）2025 年第一次临时股东大会 审议通过《关于修订<公司章程>及其附件并办理工商变更登记的议案》《关于补选 第四届董事会董事、选举法定代表人的议案》，第四届董事会第十八次会议审议通 过《关于聘任公司高级管理人员的议案》，具体内容详见公司刊载于巨潮资讯网 （www.cninfo.com.cn）的相关公告。 近日，公司就上述议案涉及《公司章程》、董事、高级管理人员以及法定代表 人备案事项已经工商核准登记完成，并取得珠海市市场监督管理局新核发的《登记 通知书》。新的工商登记具体信息如下： 统一社会信用代码：91440400725466481C 名称：珠海光库科技股份有限公司 法定代表人：曲志超 营业期限：2000 年 11 月 09 日至永久 经营范围：一般项目：光电子器件制造；光电子器件销售；集成电路芯片设计 及服务；集成电路芯片及产品制造；集成电路 ...

11月4日，光库科技盘中下跌2.14%，截至10:23，报102.66元/股，成交3.31亿元，换手率1.29%，总市值 255.81亿元。 分红方面，光库科技A股上市后累计派现1.91亿元。近三年，累计派现8271.42万元。 机构持仓方面，截止2025年9月30日，光库科技十大流通股东中，中航机遇领航混合发起A（018956） 位居第五大流通股东，持股606.69万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持 股186.65万股，相比上期减少14.25万股。德邦鑫星价值A（001412）位居第八大流通股东，持股137.73 万股，为新进股东。鹏华创新未来混合(LOF)（501205）位居第十大流通股东，持股115.99万股，为新 进股东。南方中证1000ETF（512100）、华夏中证1000ETF（159845）、广发中证1000ETF（560010） 退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流入628.68万元，特大单买入1582.80万元，占比4.78%，卖出2092.54万元， 占比6.33%；大单买入7674.58万元，占比23.20%，卖出6536.1 ...

内容概要：光路交换机（OCS）基于全光信号直接交换，通过光开关矩阵改变传输路径，实现纳秒级交 换、低时延与高能效比。技术上，MEMS、DLC、DLBS（压电陶瓷驱动）三条路线并行，其中DLBS 因低损耗、毫秒级切换时延，成为谷歌等厂商测试重点，兼具能耗低、寿命长等优势。政策层面，国家 出台多项政策，明确算力枢纽光互联架构要求，推动全光化改造，并加大对核心器件研发支持，构建起 四位一体政策体系，拉动设备采购需求，推动行业规模化增长。数据中心互联是OCS核心市场，在中国 数字经济与"东数西算"推动下，数据中心加速向集约化、绿色化升级，OCS迎来广阔机遇。全球头部企 业积极布局，谷歌TPU集群规模化部署树立标杆，微软、英伟达等也纷纷引入或研发OCS技术。全球 OCS市场爆发式增长，预计2031年突破20亿美元。中国OCS市场在政策与算力需求双轮驱动下，预计 2025年突破20亿元。未来，行业将沿技术融合、生态标准统一、场景全域拓展主线加速演进。 二、中国光路交换机行业政策 光路交换机作为支撑AI算力集群互联与数据中心全光化改造的核心设备，凭借其无需光电转换的全光 域信号调度能力，已成为破解高带宽传输、纳秒级时延和低 ...

Group 1 - The quantum technology sector continues to attract market attention, with significant net buying amounts reported for various stocks [1] - Nine quantum technology stocks have net buying amounts exceeding 1 billion yuan, with the top five being Zhongxing Communications (20.4 billion yuan), Western Superconducting (10.29 billion yuan), Guodun Quantum (6.88 billion yuan), AVIC Optoelectronics (5.92 billion yuan), and iFlytek (5.7 billion yuan) [1] - A total of 17 quantum technology stocks reported net profits exceeding 100 million yuan for the first three quarters of 2025, with stable year-on-year growth [1] Group 2 - Guangku Technology achieved a remarkable profit growth of 106.61% year-on-year, marking a doubling of its net profit [1] - Zhizhi New Materials, Jinghe Integration, and Zhejiang Dongfang followed closely, each reporting over 95% year-on-year profit growth [1]

Market Overview - The CPO concept has experienced a collective pullback for the second consecutive day, with notable declines in several companies including Tianfu Communication, which fell over 4%, and others like Guangku Technology, Dekeli, Xinyi Sheng, Lian Te Technology, Zhongji Xuchuang, and Changfei Fiber, all dropping over 3% [1]. Company Performance - Zhongji Xuchuang reported Q3 2025 revenue of 10.216 billion, a year-on-year increase of 56.83%, and a net profit of 3.137 billion, up 124.98% year-on-year. For the first three quarters, revenue reached 25.005 billion, growing 44.43%, with net profit at 7.132 billion, a 90.05% increase [2]. - Xinyi Sheng disclosed Q3 2025 revenue of 6.068 billion, marking a year-on-year growth of 152.53%, but a quarter-on-quarter decline of 5%. The net profit was 2.385 billion, up 205.38% year-on-year, with a slight quarter-on-quarter increase of 0.63%. For the first three quarters, revenue totaled 16.505 billion, a 221.70% increase, and net profit was 6.327 billion, up 284.37% [3]. Analyst Insights - Citigroup noted that Xinyi Sheng's Q3 net profit fell short of investor expectations, predicting a negative market reaction. However, this may be a one-time event, with expectations for significant net profit growth in Q4 due to the delivery of 1.6T product orders and the recognition of delayed order revenues. Citigroup maintains a buy rating on the stock [3].

Core Viewpoint - Guangku Technology is a leading manufacturer of optoelectronic devices, focusing on the research and production of optical fiber devices, with a full industry chain advantage [1] Financial Performance - In Q3 2025, Guangku Technology reported revenue of 998 million yuan, ranking 22nd in the industry, with the top competitor, ZTE Corporation, generating 100.52 billion yuan [2] - The company's net profit for the same period was 111 million yuan, ranking 16th in the industry, with the leading competitor, Zhongji Xuchuang, achieving a net profit of 7.57 billion yuan [2] - The main business segments include optical communication devices (280 million yuan, 46.91%), fiber laser devices (254 million yuan, 42.54%), and lidar light source modules (51.78 million yuan, 8.68%) [2] Profitability and Debt Ratios - As of Q3 2025, Guangku Technology's debt-to-asset ratio was 41.03%, up from 29.36% year-on-year, exceeding the industry average of 38.12% [3] - The gross profit margin for the same period was 32.41%, down from 35.88% year-on-year, but still above the industry average of 30.08% [3] Management and Shareholder Structure - The total compensation for General Manager Wang Xinglong was 1.5869 million yuan in 2024, an increase of 225,700 yuan from 2023 [4] - The controlling shareholder is Zhuhai Huafa Technology Industry Group Co., Ltd., with the actual controller being the Zhuhai Municipal Government State-owned Assets Supervision and Administration Commission [4] Shareholder Dynamics - As of September 30, 2025, the number of A-share shareholders increased by 47.33% to 56,000, while the average number of shares held per shareholder decreased by 32.13% to 4,409.25 [5] - New significant shareholders include China Aviation Opportunity Pioneer Mixed Fund and Debon Xinxing Value A, while several ETFs exited the top ten shareholders list [5] Growth Prospects - According to Minsheng Securities, Guangku Technology's Q3 2025 revenue grew by 26.53% year-on-year, driven by increased demand from AI data centers [6] - The company plans to acquire 100% of Wuhan Jiepu, which is expected to enhance product synergy [6] - Revenue projections for 2025 to 2027 are 1.337 billion yuan, 1.730 billion yuan, and 2.235 billion yuan, with net profits of 115 million yuan, 165 million yuan, and 224 million yuan respectively [6]

Core Viewpoint - The report highlights the strong financial performance of several optical module companies in their third-quarter results, indicating significant growth in net profits for key players in the industry [1]. Group 1: Company Performance - Zhongji Xuchuang reported a third-quarter net profit of 3.137 billion yuan, representing a quarter-on-quarter increase of 30.06% [1]. - Xinyi Technology achieved a net profit of 6.327 billion yuan in the first three quarters, marking a year-on-year growth of 284.37% [1]. - Shijia Photon recorded a net profit of 300 million yuan for the first three quarters, with a remarkable year-on-year increase of 727.74% [1]. Group 2: Industry Overview - Multiple optical module companies, including Zhongji Xuchuang, Xinyi Technology, and Shijia Photon, have disclosed their third-quarter reports, showcasing robust financial results [1]. - The overall performance of the optical module sector appears to be strong, with significant profit growth across various companies [1].

Core Viewpoint - The optical module (CPO) index experienced a decline of 3% during intraday trading, with most constituent stocks showing a downward trend [1] Group 1: Stock Performance - Tianfu Communication saw a significant drop of 10.98% [1] - Dekoli, New Yisheng, Guangku Technology, and Tongyu Communication also reported declines of 8.92%, 6.42%, 5.27%, and 4.48% respectively [1]

10月29日，光库科技涨5.09%，截至发稿，报121.99元/股，成交8.63亿元，换手率2.92%，总市值303.98 亿元。 资料显示，珠海光库科技股份有限公司位于广东省珠海市高新区唐家湾镇创新三路399号，成立日期 2000年11月9日，上市日期2017年3月10日，公司主营业务涉及从事光纤器件的设计、研发、生产、销售 及服务、非居住房地产租赁、进出口代理。主营业务收入构成为：光通讯器件46.91%，光纤激光器件 42.54%，激光雷达光源模块及器件8.68%，其他1.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 德邦鑫星价值A（001412）成立日期2015年6月19日，最新规模18.35亿。今年以来收益119.91%，同类 排名25/8155；近一年收益136.82%，同类排名11/8031；成立以来收益317.59%。 德邦鑫星价值A（001412）基金经理为雷涛、陆阳。 截至发稿，雷涛累计任职时间3年307天，现任基金资产总 ...