证券代码：300620 证券简称：光库科技 公告编号：2025-065 珠海光库科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的进展公告 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"）于 2025 年 8 月 15 日召开第 四届董事会第十七次会议，审议通过《关于增加使用部分暂时闲置募集资金进行现金 管理额度的议案》，公司在确保不影响募投项目建设和正常生产经营的情况下，同意 将暂时闲置募集资金进行现金管理的额度由不超过人民币 20,000 万元增加至不超过 人民币 25,000 万元，用于购买安全性高、流动性好、有保本约定、单项产品投资期 限最长不超过 12 个月的银行结构性存款等产品，进行现金管理的额度在董事会审议 通过之日起十二个月有效，在有效期内可以循环滚动使用，募集资金现金管理到期后 归还至募集资金专用账户，并授权总经理在规定额度范围内行使该项投资决策权，由 财务负责人具体办理相关事项。公司监事会、保荐机构均发表了明确同意的意见。具 体内容详见公司刊载于巨潮资讯网（www.cninfo.com. ...

Market Performance - The main board led the gains with notable stocks such as Fenghuo Communication (+10.02%), Kesen Technology (+10.01%), and Guanghe Technology (+10.01) [1] - The ChiNext board saw significant increases with Anlian Ruishi (+19.99%), Guangku Technology (+15.00%), and Longyang Electronics (+10.26%) [1] - The Sci-Tech Innovation board was led by Dekeli (+20.00%), Huicheng Co. (+14.16%), and Zhongwei Company (+11.43%) [1] - Active sub-industries included SW Communication Cables and Accessories (+5.44%) and SW Semiconductor Equipment (+5.28%) [1] Domestic News - Shangle Electronics announced plans to acquire an 88.79% stake in Ligong Technology through its wholly-owned subsidiary, aiming for a "1+1>2" synergy effect to enhance competitiveness [1] - Xingchen Technology revealed that it has chips suitable for AI glasses already shipped to end customers and is in discussions with various clients [1] - Jiangbolong reported over 80 million units of its main control chips deployed by the end of July, with continued rapid growth expected [1] - Huawei's rotating chairman announced the launch timeline for its Ascend chips, with the Ascend 950PR expected in Q1 2026 [1] Company Announcements - Zhejiang Shusu Culture announced a cash dividend of 0.08 yuan per share, totaling approximately 101.45 million yuan [3] - Focus Technology declared a cash dividend of 6 yuan for every 10 shares, based on a total share capital of approximately 317.24 million shares [3] - Yake Technology announced a cash dividend of 3.20 yuan for every 10 shares, totaling around 152.30 million yuan [3] - Yunzhu Technology reported receiving government subsidies amounting to 20.12 million yuan [3] Overseas News - According to DigiTimes, NAND and DRAM contract prices are expected to rise by 15-20% in Q4 2025, driven by AI infrastructure and supply constraints [4] - Reports indicate that Apple plans to launch the "iPhone Ultra" foldable phone in H2 2026, with initial shipment targets between 7 million and 10 million units [4] - Meta launched the new generation of smart glasses, Meta Ray-Ban Display, featuring high-resolution displays for various functionalities [4] - Schaeffler's inverter brick, equipped with Rohm's SiC MOSFET, has begun mass production, supporting higher battery voltages for electric vehicles [4]

证券之星消息，9月18日通信设备板块较上一交易日上涨1.01%，德科立领涨。当日上证指数报收于 3831.66，下跌1.15%。深证成指报收于13075.66，下跌1.06%。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出4.08亿元，游资资金净流出19.34亿元，散户资金 净流入23.42亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600487 | 亨通光电 | 9.57 Z | 23.06% | -6.00 Z | -14.45% | -3.57 Z | -8.61% | | 600498 烽火通信 | | 8.79亿 | 20.52% | -4.59 Z | -10.71% | -4.20 Z | -9.81% | | 600522 中天科技 | | 7.92亿 | 12.50% | -5.28 Z | -8.33% | -2.64 ...

Core Viewpoint - The AI industry chain is experiencing a surge, expanding from PCB and CPO to more branches, with OCS concept stocks witnessing significant growth in the market [1] Group 1: Market Performance - OCS concept stocks collectively surged, with notable increases in share prices: Dekoli up 20%, Guangku Technology up over 17%, Lingyun Light up over 16%, and others like Tengjing Technology and Saiwei Electronics also showing gains [1][2] - The trading volume for Dekoli reached 165,400 shares, while Guangku Technology saw 325,900 shares traded [2] Group 2: OCS Technology Overview - OCS (Optical Circuit Switch) technology differs from traditional switches by reconstructing the physical path of optical signals, leading to higher bandwidth capacity, lower latency, and reduced energy consumption [3] - The technology is gaining attention as data volumes grow exponentially, with OCS potentially leading the next era of optical communication [3] Group 3: Industry Developments - The 26th China International Optoelectronic Exposition showcased OCS as a mainstream direction for next-generation switching technology, with multiple manufacturers, including Guangku Technology and Lingyun Light, presenting their OCS solutions [2][3] - Google has implemented OCS in its Jupiter data center network, achieving a 30% increase in throughput, a 40% reduction in power consumption, and a 50-fold decrease in network downtime [3] Group 4: Challenges and Competition - OCS technology faces challenges such as high costs, the need for upgrades to existing optical modules, and the requirement for standardization to ensure compatibility among different manufacturers [4] - The competitive landscape includes ongoing iterations of electrical switches and optical-electrical hybrid solutions, which may pose alternatives to OCS as the industry evolves [4]

格隆汇9月18日｜A股市场CPO概念股走强，其中，德科立20CM涨停，光库科技涨超18%，烽火通信、 中天科技、亨通光电10CM涨停，中贝通信、长芯博创涨超8%，光迅科技、华懋科技、紫光股份、通富 微电涨超6%。 ...

消息面上，据报道，在华为全联接大会2025上，华为轮值董事长表示，算力过去是，未来也将继续是， 人工智能的关键，更是中国人工智能的关键，他分享了昇腾芯片的后续规划。预计2026年第一季度推出 昇腾950PR芯片，四季度推出昇腾950DT，2027年四季度推出昇腾960芯片，2028年四季度推出昇腾970 芯片。 资金加速布局相关标的，5G通信ETF（515050）连续两日吸金超2.6亿元。资料显示，该ETF跟踪中证 5G通信主题指数，最新规模超80亿元。深度聚焦英伟达、苹果、华为产业链。光通信概念股权重占比 为42%，PCB电路板概念股权重占比为14%。 （文章来源：每日经济新闻） 9月18日，A股AI算力股快速拉升领涨市场，截至10点55分，聚焦光模块、服务器、PCB等算力股的5G 通信ETF（515050）涨近3%，持仓股光库科技涨超17%，亨通光电涨停，工业富联短线拉升涨近8%总 市值首次突破1.3万亿元。 ...

18日早盘，光模块探底回升，光模块含量超51%的创业板人工智能快速逆转翻红，光库科技盘中20CM 涨停，全志科技涨超7%，"易中天"（新易盛、中际旭创、天孚通信）翻红涨超1%。 热门ETF方面，同类规模最大、流动性突出的创业板人工智能ETF（159363）场内逆转翻红，实时成交 额超5亿元，日线冲击三连阳。 把握以光模块为核心的AI算力机会，建议重点关注全市场首只创业板人工智能ETF（159363）及场外联 接（A类023407、C类023408），标的指数逾七成仓位布局算力，超两成仓位布局AI应用，高效捕捉AI 主题行情，并且重点布局光模块龙头"易中天"，光模块含量超51%。（截至2025.8.31） 同类比较看，截至9月16日，创业板人工智能ETF（159363）最新规模超46亿元，近1个月日均成交额超 11亿元，在跟踪创业板人工智能指数的6只ETF中高居第一。 数据来源：沪深交易所等。注："全市场首只"是指首只跟踪创业板人工智能指数的ETF。 风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日 期为2024.7.11。创业板人工智能指数2020-202 ...

Group 1 - The CPO concept is experiencing a resurgence, with significant stock price increases observed in several companies [1] - Dekoli and Guangku Technology both reached a 20% limit up, indicating strong market interest and investor confidence [1] - Lingyun Optics saw an increase of over 10%, while other companies such as Tengjing Technology, Yuanjie Technology, Changfei Optical Fiber, Changxin Bochuang, and Robot Technology also experienced gains [1]

CPO概念持续回暖，德科立、光库科技20cm涨停，凌云光涨超10%，腾景科技、源杰科技、长飞光纤、 长芯博创、罗博特科等跟涨。 ...

Investment Rating - The report maintains an "Overweight" rating for the communication industry [5]. Core Insights - The communication industry experienced steady revenue growth and accelerated profitability in H1 2025, with total revenue reaching 1,785 billion yuan, a year-on-year increase of 10.07%, and net profit attributable to shareholders at 160.43 billion yuan, up 11.26% year-on-year [2][8]. - In Q2 2025, the industry continued to show robust growth, with revenue of 942.48 billion yuan, reflecting a year-on-year increase of 10.91%, and net profit attributable to shareholders of 98.68 billion yuan, up 12.33% year-on-year [11]. - Key sectors such as optical modules, communication PCBs, network equipment manufacturers, and IoT modules demonstrated strong performance, ranking among the top five in revenue and net profit growth rates [14][16]. Summary by Sections 1. H1 2025 Performance Overview - The communication industry achieved total revenue of 1,785 billion yuan in H1 2025, with a year-on-year growth of 10.07%, and net profit attributable to shareholders of 160.43 billion yuan, up 11.26% year-on-year [2][8]. 2. AI Industry Chain Investment - Overseas cloud vendors are expected to maintain optimistic growth in capital expenditures, with a total of 95 billion USD in Q2 2025, marking an increase of 82.96% year-on-year [22]. - Major companies like Apple and Meta are significantly increasing their investments in AI infrastructure, indicating a robust outlook for the AI industry chain [22][24]. 3. Sector Performance Changes - The optical module and device sector reported revenue of 479.88 billion yuan in H1 2025, with a year-on-year increase of 64.88%, and net profit of 108.76 billion yuan, up 111.99% year-on-year [31]. - The communication PCB sector achieved revenue of 572.49 billion yuan in H1 2025, reflecting a year-on-year growth of 37.66%, and net profit of 80.58 billion yuan, up 80.79% year-on-year [36]. - The network equipment sector generated revenue of 5,071.11 billion yuan in H1 2025, with a year-on-year increase of 28.86%, and net profit of 191.84 billion yuan, up 19.57% year-on-year [40]. 4. Telecom Operators' Performance - The basic telecom operators' sector reported revenue of 10,133.93 billion yuan in H1 2025, a slight increase of 0.33% year-on-year, with net profit of 1,136.01 billion yuan, up 5.14% year-on-year [54]. - China Mobile's total connections reached 3.815 billion, with a net increase of 145 million, and its digital transformation revenue grew by 6.6% year-on-year [55].