Governance and Structure - The company is undergoing a critical governance transformation, having systematically revised 28 regulations and established four specialized committees, significantly improving its governance score, reflecting its commitment to modern governance [2] Business and Technology Development - The company has entered the liquid cooling heat dissipation market by jointly establishing Wenkai Technology, which has a market size of hundreds of billions, potentially becoming a second growth curve. The demand for liquid cooling is increasing against the backdrop of technological development, and the related concept has recently gained market attention. Future focus will be on the progress of new business, such as customer certification and capacity enhancement [3] Performance and Operating Conditions - The company announced a profit warning for 2025, expecting a net loss attributable to shareholders of between 77 million and 100 million, primarily due to intensified competition in traditional businesses, rising raw material costs, and significant investments in new businesses. Although the new business has achieved bulk shipments, the scale effect has not yet been fully realized, and progress towards profitability is worth monitoring [4] Financial Movements - The company has utilized excess fundraising to supplement its working capital, improving capital efficiency and alleviating operational pressure. Additionally, the financing balance and other financial movements indicate market liquidity, which may impact short-term stock price fluctuations [5] Industry and Risk Analysis - The inflow of funds into the electronic equipment sector and the popularity of the liquid cooling concept may create a sectoral linkage effect, but the company's fundamentals still face challenges, such as a gross margin of only 4.26% in Q3 2025 and ongoing losses. Investors should pay attention to industry policies and the company's cost optimization measures [6]

| 中威电子 | 11.74 +4.73% +1.29% | | --- | --- | | 创 300270 | | | 华脉科技 | 19.55 +4.66% +14.80% | | 603042 融 | | | 凯旺科技 | 53.88 +3.86% +42.52% | | 创 301182 融 | | （文章来源：上海证券报） | | | 光纤概念股盘初上扬。杭电股份6天5板，长江通信、长飞光纤触及涨停，烽火通信、中威电子等多股跟涨。消息面上，根据华泰证券研报，2026年1月， 中国市场G.652.D单模光纤价格创下近七年来的新高，平均价格来到35元/芯公里以上。 ...

Group 1 - The core point of the article is that Kaiwang Technology (301182.SZ) has seen its stock price increase by 6.01%, reaching a historical high of 55.000 yuan, with a total market capitalization of 5.27 billion yuan [1]

Core Viewpoint - The optical fiber and cable industry is experiencing a significant upturn, driven by increased demand from AI data centers and a global supply-demand imbalance, leading to substantial price increases and stock performance in related companies [1][4]. Industry Summary - The optical fiber market has seen a continuous rise in demand, with prices for G.652.D single-mode optical fibers in China reaching over 35 yuan per core kilometer, marking a 75% increase in January alone [1][4]. - A global trend is observed where optical fiber prices are rising sharply, with the Chinese market leading the way, and some manufacturers quoting prices as high as 50 yuan per core kilometer [4]. - The CRU China Optical Fiber and Cable Index (FOCI) has rebounded by 10.8%, indicating a shift from contraction to expansion in the market [4]. - The industry is entering a prolonged period of prosperity, driven by technological upgrades and the explosive growth of AI data centers, which is expected to sustain tight supply for 2-3 years due to the long production cycle of key materials [4][6]. Company Summary - Hangzhou Electric (杭电股份) has seen its stock price rise significantly, with a cumulative increase of 32.97% over three consecutive trading days, prompting the company to issue a risk warning due to potential irrational market speculation [2][3]. - The company reported a negative rolling price-to-earnings ratio of -33.93, significantly higher than the industry average of 24.23, indicating potential volatility in stock trading [2]. - Other companies in the optical fiber sector, such as Longfly Fiber and Hengtong Optic-Electric, have also experienced substantial stock price increases, with Longfly Fiber issuing a risk warning after its stock price deviated significantly from the norm [3][4].

证券日报网讯 2月4日，凯旺科技发布公告称，公司股票连续三个交易日（2026年2月2日、2026年2月3 日、2026年2月4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》的有关规 定，属于股票异常波动的情况。公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板股票 上市规则》等有关规定应予以披露而未披露的事项；董事会也未获悉公司有根据《深圳证券交易所创业 板股票上市规则》等有关规定应予以披露而未披露的、对公司股票价格产生较大影响的信息；公司及董 事会全体成员保证前期公告内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 （编辑 袁冠琳） ...

证券代码：301182 证券简称：凯旺科技 公告编号：2026-003 河南凯旺电子科技股份有限公司 股票交易异常波动及风险提示公告 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、股票交易异常波动的具体情况 河南凯旺电子科技股份有限公司（以下简称"公司"）股票连续三个交易日 （2026 年 2 月 2 日、2026 年 2 月 3 日、2026 年 2 月 4 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》的有关规定，属于股票异常波 动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动的情况，公司董事会就相关问题对公司、控股股东进 行了核实，现将有关情况说明如下： 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 2、公司于 2026 年 1 月 29 日披露了《2025 年度业绩预告》（公告编号： 2026-002），公司的业绩预告不存在应修正情况。本次业绩预告为公司财务部门初 步测算的结果，2025 年度经营业绩的具体财务数据将在 2025 年年度报告中披露。 1、公司前期披露的信息不存在需要更正、补充 ...

Core Viewpoint - Kaiwang Technology (301182) reported that as of January 30, 2026, the number of shareholders reached 9,229 [1] Summary by Category - Company Information - As of January 30, 2026, the total number of shareholders for Kaiwang Technology is 9,229 [1]

Market Performance - The computer equipment sector increased by 2.01% on February 3, with Kaiwang Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Performers - Kaiwang Technology (301182) closed at 47.63, up 20.01% with a trading volume of 120,900 shares and a transaction value of 530 million [1] - Weihong Co., Ltd. (300508) closed at 44.99, up 13.90% with a trading volume of 86,300 shares [1] - Chuangzhong Technology (603516) closed at 172.70, up 7.27% with a trading volume of 88,200 shares [1] Fund Flow Analysis - The computer equipment sector saw a net inflow of 166 million from institutional investors, while retail investors experienced a net outflow of 2.1388 million [2] - Major stocks like China Greatwall (000066) had a net inflow of 293 million from institutional investors, indicating strong institutional interest [3] - Retail investors showed a significant outflow from stocks like Yuyin Co., Ltd. (002177), with a net outflow of 79.68 million [3]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年2月3日，凯旺科技（sz301182）触及涨停，涨停价47.63元，涨幅20.01%，总市值45.64亿元，流 通市值45.64亿元，截止发稿，总成交额4.86亿元。 根据喜娜AI异动分析，凯旺科技涨停原因可能如下，治理优化+液冷赛道+资金补充： 1、凯旺科技处 于"治理优化+业务转型"关键阶段，近期系统修订28项制度，设立四大专门委员会，治理评分显著提 升，体现向现代化治理转型的决心。同时超募资金补充流动资金，提高了资金使用效率，缓解运营资金 压力。 2、公司通过合资成立稳凯科技切入液冷散热新赛道，该市场规模达数百亿，有望形成公司第二 增长曲线。虽公司传统业务面临一些压 ...

Group 1 - The core viewpoint of the article highlights a strong performance in the robotics sector, with several stocks experiencing significant gains [2] - Kaiwang Technology reached a 20% limit up, indicating strong investor interest and confidence in the company [2] - Jintuo Co. also hit the limit up, showcasing a similar trend among robotics stocks [2] Group 2 - High Measurement Co. saw an increase of over 10%, further reflecting the positive momentum in the robotics industry [2] - Other companies such as Huazi Technology and Huayi Technology also experienced gains, contributing to the overall strength of the sector [2] - Previously, companies like Shenjian Co. and Taihao Technology had their stocks locked up, indicating prior investor confidence [2]