2月5日，宇瞳光学大宗交易成交50万股，成交额1125万元，占当日总成交额的7.09%，成交价22.5元， 较市场收盘价26.32元折价14.51%。 | 权益类证券大宗交易(协议交易) | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | 2026-02-05 | 300790 | 宇瞳光学 | 22.50 | 50.00 | 1,125.00+万宏源证券有限 | 中国银河证券股份 | | | | | | | 公司上饶五三大道 | 有限公司江苏分公 | | | | | | | 证券营业部 | ロ | ...

Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by over 10% in the next six months [2][33]. Core Insights - The report highlights a competitive landscape in AI applications among major internet companies, with significant cash giveaways during the Spring Festival to attract users and enhance engagement with AI products. This marks a new phase in AI application competition, aiming for widespread adoption and commercialization [2][28]. - The computer industry index has shown a decline of 5.32% over the past two weeks, underperforming the CSI 300 index by 5.37 percentage points, ranking last among 31 sectors. However, it has increased by 9.08% in January, outperforming the CSI 300 index by 6.40 percentage points [10][20]. - The current price-to-earnings (PE) ratio for the SW computer sector stands at 59.79 times, placing it in the 96.66 percentile for the past five years and 91.70 percentile for the past ten years, indicating high valuation levels [20][22]. Summary by Sections Industry Performance Review - The SW computer sector has experienced a two-week decline of 5.32%, ranking 31st among 31 sectors. In January, it rose by 9.08%, outperforming the CSI 300 index by 6.40 percentage points [10][13]. Valuation Situation - As of January 29, 2026, the SW computer sector's PE TTM is 59.79 times, indicating a high valuation compared to historical data [20][22]. Industry News - Major announcements include Tencent's cash giveaway of 1 billion RMB for the Spring Festival, the launch of new AI models by Alibaba and ByteDance, and price increases for server CPUs by Intel and AMD due to high demand [22][24][25]. Company Announcements - Notable company forecasts include iFlytek expecting a net profit of 785 million to 950 million RMB for 2025, and SuperMap Software projecting a profit turnaround from a previous loss [25][26][27]. Weekly Insights - The report emphasizes the strategic moves by leading internet companies to capture AI traffic during the Spring Festival, suggesting a focus on investment opportunities related to AI applications and partnerships with leading firms [28][29].

Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]

宇瞳光学(300790.SZ)低开低走，午后跌幅一度扩大至6.15%，报27.03元，股价创去年11月24日以来逾2 个月新低；暂成交4.18亿元，最新市值101.1亿元。宇瞳光学公告，董事兼副总经理林炎明持股651.62万 股，占1.7531%，拟于2026年2月27日至2026年5月26日通过集中竞价或大宗交易减持不超162万股，占 0.4358%；一致行动人持股5%以上股东张品章持股436.23万股，占1.1736%，同期拟减持不超100万股， 占0.2690%。合计拟减持262万股，占0.7049%。(格隆汇) ...

关于董事、持股5%以上股东之一致行动人减持股份预披露公告 董事兼副总经理林炎明先生、持股 5%以上的股东之一致行动人张品章先生保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：300790 证券简称：宇瞳光学 公告编号：2026-005 东莞市宇瞳光学科技股份有限公司 特别提示： 1、董事兼副总经理林炎明先生持有本公司股份 6,516,200 股，占本公司总股本比 例 1.7531%，计划在本公告披露之日起 15 个交易日后的 3 个月内（即 2026 年 2 月 27 日至 2026 年5月 26日）以集中竞价方式或大宗交易方式减持公司股份不超过 1,620,000 股，即不超过公司总股本的 0.4358%。 2、持股 5%以上股东之一致行动人张品章先生持有本公司股份 4,362,262 股，占本 公司总股本比例 1.1736%，计划在本公告披露之日起 15 个交易日后的 3 个月内（即 2026 年 2 月 27 日至 2026 年 5 月 26 日）以集中竞价方式或大宗交易方式减持公司股份不超 ...

证券代码：300790 证券简称：宇瞳光学 公告编号：2026-004 东莞市宇瞳光学科技股份有限公司 关于持股5%以上股东之一致行动人部分股份解除质押的公告 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。 东莞市宇瞳光学科技股份有限公司（以下简称"公司"）近日获悉持股 5%以上股东 张品光先生之一致行动人张品章先生将其所持有的公司部分股份办理了解除质押业务， 具体情况如下： 一、本次股份解除质押的基本情况 | 股东 | 是否为控股 股东或第一 | 本次解除 质押数量 | 占其所持 股份比例 | 占公司总 股本比例 | 起始日期 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 一致行动人 | （股） | （%） | （%） | | | | | 张品章 | 是 | 100,000 | 2.29 | 0.03 | 2024 年 02 月 05 日 | 2026 年 1 月 27 日 | 招商证券 股份 | | | | | | | | | 有限公司 | | 合 ...

（文章来源：证券日报） 证券日报网讯 1月28日，宇瞳光学在互动平台回答投资者提问时表示，公司2025年度投资参股了成都赛 林斯科技实业有限公司及拓烯科技（衢州）有限公司。 ...

（文章来源：证券日报） 证券日报网讯 1月23日，宇瞳光学在互动平台回答投资者提问时表示，公司已向手机产业链公司少量提 供用于玻塑结合摄像头的非球面镜片，目前手机玻塑结合摄像头方案暂未得到市场大量应用，后续的合 作存在不确定性。 ...

格隆汇1月23日丨宇瞳光学(300790.SZ)在投资者互动平台表示，公司的主要产品为光学镜头及光学镜 片，应用于安防、车载、智能家居、消费电子、新消费市场等领域，未涉及核武器、军工领域。 ...

证券日报网讯 1月21日，宇瞳光学在互动平台回答投资者提问时表示，公司与投资者互动活动情况请关 注公司披露的《投资者关系活动记录表》。 （文章来源：证券日报） ...