从资金流向上来看，当日通信设备板块主力资金净流出8.04亿元，游资资金净流出4.53亿元，散户资金 净流入12.57亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603083 | 剑桥科技 | 115.02 | -10.00% | 48.45万 | | 57.82 Z | | 688159 | 有方科技 | 68.10 | -4.22% | 6.79万 | | 4.72亿 | | 300502 | 新易盛 | 351.15 | -4.00% | 52.29万 | | 188.91亿 | | 688205 | 德科立 | 116.38 | -3.83% | 10.10万 | | 11.81亿 | | 600355 | *ST精伦 | 3.49 | -3.06% | 21.07万 | | 7458.32万 | | 688592 | 司南导航 | 47.04 | -3.03% | 2.22万 | | 1.06亿 | | 601869 | 长飞光 ...

责任编辑：小浪快报 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益28.58%，同 类排名2093/4221；近一年收益34.04%，同类排名1521/3848；成立以来收益13.79%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年338天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 164.18%， 任职期间最差基金回报-15.93%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 10月9日，联特科技涨5.12%，截至发稿，报101.90元/股，成交3.88亿元，换手率5.77%，总市值132.21 亿元。 资料显示，武汉联特科技股份有限公司位于武汉市东湖新技术开发区九龙湖街19号，成立日期2011年10 月28日，上市日期2022年9月13日，公司主营业务涉及光通信收发模块的研发、生产和销售。主营业务 收入构成为：10G及以上光模块92.72%，10 ...

证券日报网讯联特科技（301205）9月30日在互动平台回答投资者提问时表示，公司将持续关注国家相 关政策和行业发展动态，并根据公司的主营业务情况，积极抓住相应市场机会，实现公司稳健发展。 ...

证券日报网讯联特科技（301205）9月30日在互动平台回答投资者提问时表示，公司1.6T产品处于样品 测试阶段；公司的产能情况可以满足客户的交付。 ...

联特科技在互动平台表示，公司基于EML、硅光调制技术的800G光模块已经实现量产，同时公司也与 专业投资机构共同设立了投资基金，旨在提升公司的产品竞争力。 ...

证券代码：301205 证券简称：联特科技 公告编号：2025-042 （一）工商备案登记情况 科投基金已完成工商登记并取得了武汉市市场监督管理局换发的《营业执 照》，具体信息如下： 名称：湖北科投光互联创业投资基金合伙企业（有限合伙） 统一社会信用代码：91420100MAEN4FDT61 武汉联特科技股份有限公司 关于与专业投资机构共同投资的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、与专业投资机构共同投资概述 武汉联特科技股份有限公司（以下简称"公司"）与专业投资机构武汉光谷 产业投资基金管理有限公司及其他有限合伙人签署了《湖北科投光互联创业投资 基金合伙企业（有限合伙）之合伙协议》，共同出资设立湖北科投光互联创业投 资基金合伙企业（有限合伙）（以下简称"科投基金"），科投基金认缴出资总 额为人民币 20,000 万元，其中公司作为有限合伙人以自有资金出资人民币 10,000 万元，占科投基金认缴出资总额的 50%。具体内容详见公司于 2025 年 5 月 20 日披露于巨潮资讯网的《关于与专业投资机构共同投资的公告》（公告编号： 20 ...

9月26日，联特科技跌5.03%，截至发稿，报98.62元/股，成交3.19亿元，换手率4.64%，总市值127.95亿 元。 资料显示，武汉联特科技股份有限公司位于武汉市东湖新技术开发区九龙湖街19号，成立日期2011年10 月28日，上市日期2022年9月13日，公司主营业务涉及光通信收发模块的研发、生产和销售。主营业务 收入构成为：10G及以上光模块92.72%，10G以下光模块5.57%，材料销售及租赁等1.71%。 从基金十大重仓股角度 数据显示，博时基金旗下1只基金重仓联特科技。博时湖北新旧动能转换ETF（159743）二季度持有股 数2.47万股，占基金净值比例为1.48%，位居第九大重仓股。根据测算，今日浮亏损失约12.89万元。 博时湖北新旧动能转换ETF（159743）成立日期2021年12月29日，最新规模1.59亿。今年以来收益 29.11%，同类排名1865/4220；近一年收益71.9%，同类排名1111/3824；成立以来收益13.64%。 博时湖北新旧动能转换ETF（159743）基金经理为尹浩。 截至发稿，尹浩累计任职时间5年353天，现任基金资产总规模98.45亿元，任职期 ...

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with Huagong Technology hitting the daily limit, and Xinyi Sheng rising over 6% [1] - Other notable performers included Shuguang Shuchuang, Guangku Technology, Cambridge Technology, and Guangxun Technology, all increasing by over 5% [1] - The overall market sentiment is positive, indicated by the formation of a MACD golden cross signal, suggesting a strong upward trend for these stocks [2] Group 2 - Huagong Technology (code: 000988) saw a rise of 9.92%, with a total market capitalization of 98.1 billion and a year-to-date increase of 126.46% [2] - Xinyi Sheng (code: 300502) increased by 6.98%, with a market cap of 377.1 billion and a year-to-date rise of 361.40% [2] - Other companies like Shuguang Shuchuang (5.91% increase, 21 billion market cap, 55.73% YTD), Guangku Technology (5.89%, 32.9 billion, 172.17% YTD), and Cambridge Technology (5.42%, 32.1 billion, 196.26% YTD) also showed strong performance [2]

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., specializes in the research, production, and sales of optical communication transceiver modules, with a significant focus on high-speed optical modules and technologies related to 5G and data centers [7]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company primarily generates revenue from 10G and above optical modules, accounting for 92.72% of its total revenue [7]. - As of June 30, 2025, the company reported a revenue of 504 million yuan, representing a year-on-year growth of 15.43%, and a net profit attributable to shareholders of 34.81 million yuan, up 14.02% year-on-year [8]. Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. It is currently working on 800G optical modules and technologies required for next-generation products [2]. - The main application markets for optical modules include data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2][3]. Financial Performance - The company has a significant overseas revenue share of 89.07%, benefiting from the depreciation of the Chinese yuan [3]. - The average trading cost of the company's shares is 107.21 yuan, with the stock currently near a support level of 108.00 yuan [6]. Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased to 23,300, with an average of 2,920 shares held per person, a decrease of 9.85% from the previous period [8]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and new institutional investors, indicating a diversified shareholder base [9].

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned in the optical communication and 5G sectors, with significant overseas revenue benefiting from the depreciation of the RMB [1][3]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, production, and sales of optical communication transceiver modules [7]. - The main revenue composition includes 92.72% from optical modules of 10G and above, 5.57% from optical modules below 10G, and 1.71% from material sales and leasing [7]. Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production [2]. - The optical module market is primarily driven by data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2]. - The company’s products are critical components for data centers and 5G communication applications, leveraging low-power design technology to reduce power consumption significantly [3]. Financial Performance - For the first half of 2025, the company achieved a revenue of 504 million yuan, representing a year-on-year growth of 15.43%, and a net profit attributable to shareholders of 34.81 million yuan, up 14.02% year-on-year [8]. - As of June 30, 2025, the company had 23,300 shareholders, with an average of 2,920 circulating shares per person, indicating a slight decrease in individual holdings [8]. Shareholder and Institutional Holdings - The company has distributed a total of 46.85 million yuan in dividends since its A-share listing [9]. - As of June 30, 2025, significant institutional holdings include Hong Kong Central Clearing Limited and new entrants like China Aviation Opportunity Leading Mixed Fund [9].