证券之星消息，9月17日通信设备板块较上一交易日上涨0.71%，有方科技领涨。当日上证指数报收于 3876.34，上涨0.37%。深证成指报收于13215.46，上涨1.16%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688159 | 有方科技 | 82.59 | 12.95% | 11.02万 | | 8.73亿 | | 688205 | 德科立 | 117.00 | 10.80% | 18.73万 | | 21.81亿 | | 002796 | 世嘉科技 | 20.79 | 10.00% | 32.46万 | | 6.67亿 | | 300628 | 亿联网络 | 41.16 | 8.52% | 26.94万 | | 10.83亿 | | 300620 | 光库科技 | 107.10 | 6.63% | 27.45万 | | 28.76亿 | | 002104 | 恒宝股份 | 26.62 | 6.44% | 169.93万 | | 44 ...

电子行业动态 中国光博会亮点，OCS 引领互联升级 2025 年 09 月 16 日 ➢ 事件：9 月 10 日-9 月 12 日，第二十六届中国国际光电博览会（CIOE 中国 光博会）在深圳国际会展中心举办。本次光博会主题展覆盖信息通信、精密光学、 摄像头技术及应用、激光及智能制造、红外、紫外、智能传感、新型显示、AR & VR、光电子创新等板块。在此次光博会上，OCS 交换机作为下一代交换技术的 主流方向之一被重点展示，多家厂商纷纷展示了各自的 OCS 交换机方案和产品。 ➢ 数字液晶 OCS：Coherent 与腾景科技全球领先。此次光博会 Coherent 共 展示了两款数字液晶方案 OCS：1）300 端口方案，双向收发，额外 20 个端口 用于冗余，8RU 高度；2）64 端口方案，双向收发，额外 4 个端口用于冗余， 2RU 高度。偏振处理模块用于对入射光进行 S 偏振与 P 偏振的分束与合束，是 数字液晶 OCS 的核心零部件，钒酸钇晶体则是偏振处理模块的主要材料。腾景 科技目前已成为全球钒酸钇晶体生产的领先企业，在光博会上展示了其掺钕钒酸 钇晶体和钒酸钇晶体产品。 ➢ MEMS OCS：光库 ...

Core Viewpoint - The company has raised its profit forecast and target price, maintaining a buy rating, with significant revenue growth and a fast-growing data communication business, alongside a proposed acquisition of Anjie Xun that is expected to enhance performance [1][2]. Financial Performance - The company has adjusted its net profit forecasts for 2025-2027 to 114 million, 397 million, and 556 million yuan respectively, up from previous estimates of 110 million, 161 million, and 227 million yuan, with corresponding EPS of 0.46, 1.59, and 2.23 yuan [2]. - For the first half of 2025, the company reported revenue of 597 million yuan, a year-on-year increase of 41.58%, and a net profit of 52 million yuan, up 70.96% year-on-year [2]. - The optical fiber laser device business generated 240 million yuan in revenue with a gross margin of 39.97%, while optical communication devices brought in 279 million yuan with a gross margin of 26.47%, reflecting a year-on-year growth of 73.89% [2]. Acquisition of Anjie Xun - The proposed acquisition of Anjie Xun, a high-tech company focused on passive optical communication devices, is expected to enhance the company's revenue and customer base, leveraging scale advantages [3]. - Anjie Xun's revenues for Q1 2023, 2024, and 2025 were 156 million, 509 million, and 127 million yuan respectively, with corresponding net profits of -1.52 million, 105 million, and 35 million yuan [3]. Industry Outlook - The data communication business is experiencing rapid growth due to increased demand from downstream optical module manufacturers [2]. - The company is expected to continue expanding its production capacity, leading to sustained revenue growth in subsequent quarters [4].

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The silicon photonics era is accelerating, with leading companies showcasing competitive advantages and numerous new technologies creating investment opportunities [5][12] - The communication industry is experiencing continuous upgrades, with the demand for AI computing driving growth in the optical communication sector [5][12] - The 26th China International Optoelectronic Exposition (CIOE 2025) highlighted the maturity and market focus on silicon photonics technology, which is becoming the mainstream solution for 1.6T high-speed optical modules [5][12] Summary by Sections 1. Investment Outlook - The report emphasizes the competitive advantages of leading companies in the silicon photonics era and the emergence of new technologies such as OCS, hollow-core fibers, thin-film lithium niobate, and CPO [12] - The 800G optical module has become mainstream, with 1.6T expected to ramp up production imminently [13][14] - The report identifies key investment targets including Zhongji Xuchuang, NewEase, and Tianfu Communication, with beneficiaries including Huagong Technology and Guangxun Technology [7][14] 2. Optical Modules - Zhongji Xuchuang has begun mass production of 1.6T optical modules and is developing 3.2T products, while NewEase has significantly ramped up its 1.6T module supply to overseas clients [13][14] - The report notes that 800G has become the mainstream technology, with many manufacturers actively preparing for 3.2T technology [14] 3. Silicon Photonics Technology - The report highlights the rapid development of silicon photonics technology, with increasing market attention and maturity for OCS, CPO, and thin-film lithium niobate technologies [19][20] - Companies like Huagong Technology are advancing their CPO technology, showcasing integrated chips with low power consumption and high bandwidth density [19][20] 4. Optical Chips - The demand for CW laser chips is increasing, with companies like Yuanjie Technology successfully mass-producing CW70mW laser chips [25] - Long光华芯 has released a 200mW Uncool CW DFB optical communication chip to support the silicon photonics integration needs of 800G and 1.6T optical modules [25] 5. Cables - The report notes the gradual advancement of optical and copper cable solutions, with hollow-core fibers gaining attention [27] - Long飞公司 demonstrated a 100km hollow-core fiber link with a low attenuation of 0.089dB/km [27] 6. Investment Recommendations - The report suggests focusing on seven key industry directions for investment, including network equipment, AIDC data center construction, IT equipment, computing power leasing, cloud computing platforms, AI applications, and satellite internet & 6G [31][32] - Recommended targets for optical modules and devices include Zhongji Xuchuang, NewEase, and Tianfu Communication, with beneficiaries such as Yuanjie Technology and Huagong Technology [31][32]

证券代码：300620 证券简称：光库科技 公告编号：2025-064 珠海光库科技股份有限公司 关于发行股份、可转换公司债券及支付现金购买资产并募集配套资金暨 关联交易事项的进展公告 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。 重要风险提示： 珠海光库科技股份有限公司（以下简称"上市公司"或"公司"）于 2025 年 8 月 12 日披露了《珠海光库科技股份有限公司发行股份、可转换公司债券及支付现金 购买资产并募集配套资金暨关联交易预案》（以下简称"重组预案"）及其摘要， 并对本次交易涉及的有关风险因素及尚需履行的审批程序进行了详细说明，提请广 大投资者关注后续进展公告并注意投资风险。 截至本公告披露日，除重组预案中披露的有关风险因素外，公司尚未发现可能 导致公司董事会或者交易对方撤销、中止本次交易或者对本次交易方案作出实质性 变更的相关事项，本次交易相关工作正在有序推进中。公司将根据相关事项的进展 情况及时履行信息披露义务。 一、本次交易概述 因有关事项尚存在不确定性，为了维护投资者利益，避免对公司证券交易造成 重大影响，根据深圳证券交易所的相关规定， ...

从光库科技十大流通股东角度 数据显示，华夏基金旗下1只基金位居光库科技十大流通股东。华夏中证1000ETF（159845）二季度增 持16.11万股，持有股数67.81万股，占流通股的比例为0.27%。根据测算，今日浮盈赚取约315.32万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模382.27亿。今年以来收益22.48%，同 类排名1887/4222；近一年收益63.02%，同类排名1308/3798；成立以来收益23.23%。 9月10日，光库科技涨5.33%，截至发稿，报91.95元/股，成交14.18亿元，换手率6.44%，总市值229.12 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%。 华夏中证1000ETF（159845）基金经理为赵宗庭。 截 ...

Group 1 - The A-share market showed mixed performance on September 8, with the Shanghai Composite Index and Shenzhen Component Index fluctuating in positive territory, while the ChiNext Index experienced a pullback [1] - The AI-driven computing power sector, particularly the optical module CPO and optical communication stocks, faced significant corrections, with the AI ETF Huaxia (159381) dropping over 5% and key holdings like Zhongji Xuchuang and Xinyi Sheng falling more than 10% [1] - Despite recent volatility, Guosheng Securities maintains a positive outlook on the optical module industry, citing strong overseas AI computing power orders and demand, indicating that the expansion cycle driven by AI is far from over [1][2] Group 2 - The Huaxia AI ETF (159381) tracks the ChiNext AI Index (970070.CNI) and focuses on leading companies in the AI industry chain, particularly in high-demand AI computing power, with over 50% weight in optical module CPO stocks [2] - The top three holdings in the ETF are Xinyi Sheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%), highlighting a strategic focus on high-growth areas within the AI sector [2] - The ETF boasts a low comprehensive fee rate of only 0.20%, making it competitive among similar funds [2]

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | 1 | -11.13 | 4019亿 | 194.03 | | 300502 | 新易盛 | � | -10.14 | 3119亿 | 281.68 | | 601869 | 长飞光纤 | + | -9.75 | 615亿 | 172.43 | | 300394 | 天孚通信 | 体 | -8.96 | 1322亿 | 162.05 | | 300620 | 光库科技 | 彩 | -6.99 | 232亿 | 92.33 | | 688313 | 任佳光子 | 中 | -6.45 | 326亿 | 334.51 | | 300548 | 长芯博创 | | -5.51 | 341亿 | 152.72 | | 300570 | 太辰光 | ﮨ | -5.37 | 241亿 | 47.10 | | 301205 | 联特科技 | | -5.00 | 129亿 | 31.31 | | 688205 | 德科立 | 策 | -4.98 ...

Core Viewpoint - The announcement indicates that the previously disclosed share reduction plans by XL Laser and senior management have been terminated early, with specific details on share transactions provided [1] Summary by Relevant Sections - **Share Reduction Plans** - The share reduction plans for XL Laser and senior management members Ji Guijun and Zhou Chunhua have been terminated early [1] - As of the announcement date, neither XL Laser, Ji Guijun, nor Zhou Chunhua has executed any share reductions [1] - **Share Transactions** - Wu Wei executed a share reduction of 17,000 shares at an average price of 49.49 yuan per share between July 8 and July 22, 2025, which represents 0.0068% of the company's total share capital [1] - The remaining shares that were not reduced will not be sold during the plan period [1]

证券代码：300620 证券简称：光库科技 公告编号：2025-063 珠海光库科技股份有限公司 注：1. 股东XL Laser、高级管理人员吉贵军先生、监事周春花女士均未实施减持；2. 股东XL Laser、周春花女士股份来源于公司首次公开发行股票前持有的股份及上市后以资本公积转增 股本取得的股份；吉贵军先生、吴炜先生的股份来源于公司股权激励计划获得的股份及以资本 公积金转增股本取得的股份。 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数 | 占总股本 | 股数 | 占总股本 | | | | （股） | 比例 | （股） | 比例 | | Laser | 合计持有股份 | 11,597,885 | 4.6544% | 11,597,885 | 4.6544% | | XL | 其中：无限售条件股份 | 11,597,885 | 4.6544% | 11,597,885 | 4.6544% | | | 有限售条件股份 | - | - | - | - | | 吉贵军 | 合计持有 ...