Company Overview - Guangku Technology Co., Ltd. is located in Zhuhai, Guangdong Province, established on November 9, 2000, and listed on March 10, 2017. The company specializes in the design, research and development, production, sales, and service of optical fiber devices, as well as non-residential real estate leasing and import-export agency services [1]. Business Segmentation - The main business revenue composition is as follows: optical communication devices account for 46.91%, optical fiber laser devices 42.54%, LiDAR light source modules and devices 8.68%, and others 1.87% [1]. Stock Performance - On September 23, Guangku Technology's stock fell by 5.29%, trading at 130.90 CNY per share, with a transaction volume of 1.716 billion CNY and a turnover rate of 5.17%. The total market capitalization is 32.618 billion CNY [1]. Shareholder Information - Among the top ten circulating shareholders of Guangku Technology, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 219,300 shares in the second quarter, bringing its total to 1,150,500 shares, which represents 0.47% of the circulating shares. The estimated floating loss today is approximately 8.4102 million CNY [2]. Fund Performance - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 27.06%, ranking 1867 out of 4220 in its category; over the past year, returns are 69.5%, ranking 1280 out of 3814; and since inception, returns are 12.44% [2]. Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 322 days. The total asset scale under management is 94.976 billion CNY, with the best fund return during the tenure being 137.06% and the worst being -15.93% [3].

光库科技公告，公司拟以发行股份、可转换公司债券及支付现金的方式购买苏州安捷讯光电科技股份有 限公司100%股份并募集配套资金。本次交易预计构成重大资产重组，构成关联交易，不构成重组上 市。除上述事项外，公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事项。公 司目前经营正常，公司经营情况及内外部经营环境未发生重大变化；公司控股股东、实际控制人在股票 交易异常波动期间不存在买卖本公司股票的行为。 ...

证券代码：300620 证券简称：光库科技 公告编号：2025-066 珠海光库科技股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动情况 珠海光库科技股份有限公司（以下简称"公司"）股票交易价格于 2025 年 9 月 18 日、2025 年 9 月 19 日、2025 年 9 月 22 日连续 3 个交易日内日收盘价格涨幅 偏离值累计超过 30%，根据《深圳证券交易所交易规则》等相关规定，属于股票 交易异常波动的情况。 二、公司关注并核实的情况说明 针对公司股票交易异常波动，公司董事会通过电话及现场问询等方式对公司控 股股东、实际控制人、公司全体董事、监事及高级管理人员就相关问题进行了核 实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司正在筹划发行股份和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。2025 年 7 月 29 日，公司披露了《关于筹划发行股份和可转 换公司债券及支付现金购买资产并募集配套资金事项的停牌公告》；2025 年 8 月 1 ...

Market Overview - On September 22, the communication equipment sector rose by 0.2% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 138.21, up 10.27% with a trading volume of 374,600 shares [1] - Yongding Co., Ltd. (600105) closed at 11.00, up 10.00% with a trading volume of 1,934,300 shares [1] - Dingxin Communication (603421) closed at 8.17, up 9.96% with a trading volume of 508,600 shares [1] - Other notable gainers include Guangxun Technology (002281) up 6.88% and Feiling Kesi (301191) up 4.94% [1] Top Losers in Communication Equipment Sector - Sega Technology (002796) closed at 19.59, down 7.68% with a trading volume of 480,600 shares [2] - Kunheng Shunwei (688283) closed at 31.15, down 5.12% with a trading volume of 32,900 shares [2] - Changying Tong (688143) closed at 48.09, down 4.89% with a trading volume of 73,700 shares [2] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.746 billion yuan from institutional investors, while retail investors saw a net inflow of 1.607 billion yuan [2] - Notable net inflows from retail investors were observed in stocks like Guangku Technology and Guangxun Technology, while significant outflows were noted in stocks like ZTE Corporation [3] Individual Stock Capital Flow - ZTE Corporation (000063) had a net inflow of 560 million yuan from institutional investors, but a net outflow of 378 million yuan from retail investors [3] - Yongding Co., Ltd. (600105) saw a net inflow of 531 million yuan from institutional investors, with a net outflow from retail investors [3] - Guangxun Technology (002281) had a net inflow of 502 million yuan from institutional investors, while retail investors experienced a net outflow [3]

Core Viewpoint - The computing hardware stocks experienced a rebound during trading, with significant gains observed in several companies, indicating a positive market sentiment in the sector [1] Company Summaries - Guangku Technology and Lingyun Light both surged over 10%, reaching historical highs, reflecting strong investor confidence and potential growth in the computing hardware market [1] - Other companies such as Guangxun Technology, Shengyi Technology, Pengding Holdings, and Cambridge Technology also saw increases, suggesting a broader upward trend in the industry [1]

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]

Group 1 - The A-share market saw a strong performance in CPO concept stocks, with Dekoli hitting the daily limit up of 20% [1] - Guangku Technology increased by over 18%, while Fenghuo Communication, Zhongtian Technology, and Hengtong Optic-Electric all reached the daily limit up of 10% [1] - Other notable performers included Zhongbei Communication and Changxin Bochuang, which rose by over 8%, and Guangxun Technology, Huamao Technology, Unisplendour, and Tongfu Microelectronics, which increased by over 6% [1]