Group 1 - The company is closely monitoring global market and customer demand dynamics [1] - The company is deepening cooperation with existing clients while continuously enriching its customer structure [1] - The company aims to establish long-term and stable partnerships with more high-quality, technology-driven clients both domestically and internationally [1]

Core Viewpoint - The communication equipment sector experienced a mixed performance, with a slight overall increase of 0.88% on January 15, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Stock Performance - Shenyu Co., Ltd. led the gains in the communication equipment sector with a closing price of 42.62, reflecting a rise of 10.39% and a trading volume of 396,000 shares, amounting to a transaction value of 1.671 billion [1]. - Other notable performers included: - Sega Technology with a closing price of 39.50, up 10.00% [1]. - Shijia Photon with a closing price of 87.43, up 7.30% [1]. - Lian Te Technology with a closing price of 197.00, up 7.01% [1]. - Zhaolong Interconnect with a closing price of 57.55, up 6.67% [1]. Group 2: Declining Stocks - The sector also saw significant declines, with Guangha Communication dropping 17.15% to a closing price of 28.98 [2]. - Other stocks that faced losses included: - Fujida down 10.68% to 44.90 [2]. - Xinkemobile down 10.66% to 17.76 [2]. - Huanghuo Communication down 10.01% to 43.07 [2]. Group 3: Capital Flow - The communication equipment sector experienced a net outflow of 1.058 billion from institutional investors and 2.280 billion from retail investors, while retail investors saw a net inflow of 3.338 billion [2]. - The capital flow for specific stocks indicated: - Zhongji Xuchuang had a net inflow of 1.832 billion from institutional investors [3]. - Xinyi Sheng saw a net inflow of 1.208 billion [3]. - Shijia Photon had a net inflow of 516 million [3].

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., has shown significant growth in its stock performance and financial results, driven by its core capabilities in optical communication technology and the increasing demand in the data center and 5G communication markets. Group 1: Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022, focusing on the research, production, and sales of optical communication transceiver modules [7] - The company's main business 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] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 847 million yuan, representing a year-on-year growth of 31.75%, and a net profit attributable to shareholders of 81.8 million yuan, with a year-on-year increase of 31.39% [8] - The company has distributed a total of 46.85 million yuan in dividends since its A-share listing [9] Group 3: Market Position and Technology - The company possesses core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production, focusing on technologies such as EML, SIP, and TFLN modulation for 800G optical modules [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 low-power design technology for optical modules significantly reduces power consumption, providing a competitive advantage in 5G communication and data center applications [3] Group 4: Shareholder and Market Activity - As of September 30, the number of shareholders increased to 24,900, with an average of 2,725 circulating shares per person, a decrease of 6.66% from the previous period [8] - The stock experienced a 7.01% increase on January 15, with a trading volume of 2.633 billion yuan and a turnover rate of 19.91%, bringing the total market capitalization to 25.56 billion yuan [1]

Core Viewpoint - The A-share market saw a rebound in the ChiNext Index and Shenzhen Component Index, while the Shanghai Composite Index experienced a decline of 0.44% [1] Group 1: Market Performance - The ChiNext Index and Shenzhen Component Index turned positive in the afternoon session, indicating a recovery in the market [1] - The Shanghai Composite Index fell by 0.44%, reflecting a mixed performance across different indices [1] Group 2: Notable Stocks - Notable stocks in the CPO concept sector saw significant gains, with Nabotek (300757) rising over 7%, and LianTe Technology (301205) and Zhongji Xuchuang (300308) both increasing by over 6% [1] - Other companies such as Xinyi Sheng (300502) and Huilv Ecology also experienced gains exceeding 5% [1] - The total market capitalization of Nabotek is 48.9 billion, with a year-to-date increase of 24.95% [1] - LianTe Technology has a market cap of 25.5 billion and a year-to-date increase of 16.63% [1] - Zhongji Xuchuang has a market cap of 702.9 billion and a year-to-date increase of 3.71% [1]

Group 1 - CPO concept stocks experienced significant fluctuations, with Huanxu Electronics hitting the daily limit up [1] - Robotech, Yuanjie Technology, Zhongji Xuchuang, Liantech, and Shijia Photon all saw increases of over 5% [1]

Group 1 - The CPO concept stocks in the A-share market have seen significant gains, with notable increases in share prices for several companies [1] - Robotech has risen by 7.21%, with a total market capitalization of 48.9 billion and a year-to-date increase of 24.95% [2] - Lian Technology and Zhongji Xuchuang both experienced increases of over 6%, with Lian Technology rising by 6.76% and a market cap of 25.5 billion, while Zhongji Xuchuang rose by 6.68% with a market cap of 702.9 billion [2] Group 2 - New Yiseng and Huilv Ecology also saw gains of over 5%, with New Yiseng increasing by 5.22% and a market cap of 40.16 billion, and Huilv Ecology rising by 5.20% with a market cap of 19.2 billion [2] - The MACD golden cross signal has formed, indicating a positive trend for these stocks [1]

Core Viewpoint - The company believes that carbon fiber will play a crucial role in the development of new smart terminal products, which are evolving towards being lighter, thinner, and higher-performing, thus driving market demand for structural and aesthetic components [2] Group 1 - The current trend in smart terminal products is towards lighter, thinner, and higher-performance designs [2] - Terminal manufacturers are raising the performance requirements for materials used in structural and aesthetic components [2] - The company is optimistic about the growth prospects of carbon fiber as a core material for lightweight and high-performance upgrades in the industry [2]

Core Viewpoint - The company leverages its core team's diverse industry backgrounds to gain a competitive advantage through differentiated technological pathways in key customer selection processes [2] Group 1: Industry Background - The core team has expertise in various fields including semiconductors, automotive, materials, molds, and automation, allowing the company to incorporate cross-industry experiences into its process design [2] - The team's extensive experience with international major clients and large manufacturing enterprises enables quick responses to customer needs [2] Group 2: Competitive Advantage - The company can accurately meet customer customization requirements while adhering to management standards, which solidifies its competitive edge in the market [2]

（文章来源：证券日报） 证券日报网1月13日讯 ，统联精密在接受调研者提问时表示，公司始终坚持以技术拓市场、管理求效 益、创新引领发展的经营理念，核心竞争力聚焦于突出的工艺创新能力以及多样化的精密零部件制造能 力等方面，通过保持工艺创新能力、产品布局、生产管控、自动化能力以及客户资源等方面的竞争优 势，积极响应终端客户精密零部件轻量化及高性能迭代需求，推动公司技术能力提升，深化公司与客户 协同的能力，从而不断提升公司核心竞争力，实现公司发展战略目标。 ...

证券日报网1月13日讯 ，统联精密在接受调研者提问时表示，二级市场股价波动受宏观环境、行业政 策、市场情绪等多重因素影响，公司在保持原有核心业务稳定发展的同时，积极布局新材料的应用，拓 展多元应用领域，稳步释放成长潜力。公司认为，公司的长期价值由经营基本面与成长潜力等因素共同 决定。后续，公司将继续深耕主营业务，不断强化核心竞争力、巩固市场地位、优化盈利结构，让市场 更充分、客观地认知公司价值。同时也提醒投资者理性看待股价波动，相关信息请以公司在指定媒体披 露的公告为准。 （文章来源：证券日报） ...