Group 1 - The CPO concept has experienced a pullback, leading to a decline in stock prices for several companies in the sector [1] - Guangku Technology saw a drop of over 6%, while Xinyi Technology and Tianfu Communication both fell by more than 5% [1] - Other companies such as Zhongji Xuchuang and Dekeli also experienced declines in their stock prices [1]

证券日报网讯 8月19日晚间，光库科技发布公告称，公司全资子公司"捷普科技（武汉）有限公司"已正 式更名为"武汉光库科技有限公司"。近日，该更名事项已完成工商变更登记手续，并已取得武汉市市场 监督管理局换发的《营业执照》。除名称变更外，其余登记事项不变。 （文章来源：证券日报） ...

证券代码：300620 证券简称：光库科技 公告编号：2025-060 珠海光库科技股份有限公司 关于全资子公司变更名称暨完成工商变更登记的公告 公司类型：有限责任公司（外商投资企业法人独资） 法定代表人：邓剑钦 注册资本：7,785 万元人民币 成立日期：2005 年 4 月 8 日 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、基本情况 珠海光库科技股份有限公司（以下简称"公司"）基于整体战略规划，公司全资 子公司"捷普科技（武汉）有限公司"已正式更名为"武汉光库科技有限公司"。近 日，该更名事项已完成工商变更登记手续，并已取得武汉市市场监督管理局换发的《营 业执照》。除名称变更外，其余登记事项不变。更名后的营业执照基本情况如下： 公司名称：武汉光库科技有限公司 统一社会信用代码：914201007713589677 经营范围：一般项目：电子（气）物理设备及其他电子设备制造；光学仪器制造； 光学仪器销售；光电子器件制造；光电子器件销售；光通信设备制造；光通信设备销 售；光纤制造；光纤销售；电子产品销售；电子元器件制造；其他电子器件制造；电 子元器件批 ...

Investment Rating - The report maintains a "Recommended" rating for the telecommunications industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communications [2][5]. Core Insights - The overall market performance for the week of August 11-17, 2025, saw the Shanghai Composite Index rise by 1.70%, the Shenzhen Component Index by 4.55%, and the ChiNext Index by 8.58%. The telecommunications sector, represented by the Shenwan Communications Index, increased by 7.66% during the same period [2][11]. - Within the telecommunications sector, the highest increase was observed in the communication network equipment and devices sub-sector, which rose by 12.40%. In contrast, the communication engineering and services sub-sector had the lowest increase at 1.22% [2][14]. - Notable individual stock performances included Hengbao Co., which surged by 49.23%, followed by Guangku Technology at 48.90% and Beiwai Technology at 41.12% [2][16]. Summary by Sections Market Overview - The telecommunications sector experienced a significant increase in stock prices, with the Shenwan Communications Index rising by 7.66% during the week [11]. - The sub-sector of communication network equipment and devices led the gains with a 12.40% increase, while communication engineering and services saw a modest rise of 1.22% [14]. Notable Developments - The successful launch of the GW 08 satellite constellation on August 9, 2025, marked a significant advancement in satellite internet capabilities, focusing on applications such as intelligent connected vehicles and marine fisheries [18]. - ZTE Corporation and China Mobile achieved a global first by completing a real-world verification of a single-core hollow fiber with a transmission capacity of 114.9Tb/s, showcasing advancements in optical communication technology [20][21]. - Lumentum reported a substantial increase in revenue driven by AI-related services, with a 55.9% year-over-year growth in the fourth fiscal quarter [22][23]. Future Focus Areas - The report suggests focusing on the computing power industry chain and satellite internet as key areas for investment [3].

Group 1 - The CPO concept sector leads the market with an increase of 2.14% [1] - Dekoli saw a significant rise of 14.12% [1] - Cambridge Technology increased by 9.99% [1] - Lantech Technology rose by 7.08% [1] - Guangxun Technology, Guangku Technology, and Yueling Co. all experienced gains exceeding 5% [1]

Group 1 - The optical communication module sector leads the market with an increase of 1.91% [1] - Tengjing Technology saw a significant rise of 14.3% [1] - Cambridge Technology increased by 9.18% [1] - Guangku Technology rose by 6.18% [1] - Fuxin Technology, Liante Technology, and Guangxun Technology all experienced gains of over 4% [1]

Group 1 - The CPO concept stocks in the A-share market continue to rise, with Cambridge Technology hitting the daily limit, and Dekoli and Liantech rising over 9% [1] - Tianfu Communication increased by over 8%, while Jiulian Technology and Taicheng Light rose over 4% [1] - Other companies such as Guangku Technology, Juguang Technology, Hengtong Optic-Electric, and Xinyi Sheng saw increases of over 3% [1] Group 2 - Cambridge Technology (stock code: 603083) experienced a 9.99% increase, with a total market value of 17.4 billion and a year-to-date increase of 60.43% [2] - Dekoli (stock code: 688205) rose by 9.96%, with a market value of 14.4 billion and a year-to-date increase of 30.79% [2] - Liantech (stock code: 301205) saw a 9.22% increase, with a market value of 14.7 billion and a year-to-date increase of 50.12% [2] - Tianfu Communication (stock code: 300394) increased by 8.67%, with a market value of 93.8 billion and a year-to-date increase of 86.02% [2] - Jiulian Technology (stock code: 688609) rose by 4.99%, with a market value of 6.105 billion and a year-to-date increase of 15.19% [2] - Taicheng Light (stock code: 300570) increased by 4.60%, with a market value of 28.6 billion and a year-to-date increase of 75.00% [2] - Guangku Technology (stock code: 300620) rose by 3.98%, with a market value of 25.1 billion and a year-to-date increase of 108.02% [2] - Juguang Technology (stock code: 688167) increased by 3.86%, with a market value of 10.7 billion and a year-to-date increase of 86.81% [2] - Hengtong Optic-Electric (stock code: 600487) rose by 3.05%, with a market value of 45.8 billion and a year-to-date increase of 9.48% [2] - Xinyi Sheng (stock code: 300502) increased by 3.00%, with a market value of 250 billion and a year-to-date increase of 206.03% [2]

| 代码 | 名称 | . | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603083 | 剑桥科技 | 1 | 9.99 | 174亿 | 60.43 | | 688205 | 德科立 | � | 9.96 | 144亿 | 30.79 | | 301205 | 联特科技 | | 9.22 | 147亿 | 50.12 | | 300394 | 天孚通信 | 策 | 8.67 | 938亿 | 86.02 | | 688609 | 九联科技 | 美 | 4.99 | 61.05亿 | 15.19 | | 300570 | 太辰光 | 美 | 4.60 | 286亿 | 75.00 | | 300620 | 光库科技 | 1 | 3.98 | 251亿 | 108.02 | | 688167 | 炬光科技 | 1 | 3.86 | 107亿 | 86.81 | | 600487 | 草通光电 | 事 | 3.05 | 458亿 | 9.48 | | 300502 | 新易盛 | 4 | 3.00 | 2500亿 | 206. ...

Group 1 - The A-share laser radar concept stocks experienced a short-term rise on August 19, with Tengjing Technology increasing by over 14% [1] - Saiwei Electronics saw an increase of over 11% [1] - Other stocks such as Guangxun Technology, Guangku Technology, Juguang Technology, and Lingyi Zhi Zao also followed the upward trend [1]

Group 1 - The optical communication module sector experienced a rapid increase, with a rise of 2.59% [1] - Companies such as Tengjing Technology, Cambridge Technology, and Guangku Technology saw significant stock price increases [1]