（来源：淘金ETF） 1. 水晶光电 002273 光学光电子领域核心元器件企业，主营光学元器件、薄膜光学面板、半导体光学、汽车电子（AR+）、 反光材料五大业务。消费电子端，为头部品牌提供红外截止滤光片、微棱镜等核心组件，潜望式镜头配 套份额领先；车载光学布局AR-HUD、激光雷达视窗片，随智能座舱渗透率提升稳步放量；AR/VR聚焦 光波导技术，推进反射与衍射双路线研发，对接行业头部客户。依托精密光学镀膜、冷加工等核心工 艺，产品覆盖手机、车载、AR/VR、安防等多场景，在光学升级与国产替代趋势下，业务结构持续优 化，高端产品占比提升，盈利能力保持稳健。公司深度绑定下游头部客户，研发投入稳定，技术壁垒与 供应链优势显著，是光学光电子板块中消费电子与车载双轮驱动的代表性企业，受益于行业技术迭代与 需求复苏。 2. 欧菲光 002456 深耕光学光电领域二十余年，构建智能手机、智能汽车、新领域三大业务体系，是光学模组与影像系统 核心供应商。消费电子端，聚焦高像素摄像头模组、光学镜头、屏下指纹、3D ToF等产品，7P/8P镜 头、潜望长焦、可变光圈等高端方案量产落地，进入国内主流旗舰机型供应链；智能汽车业务快速 ...

Core Viewpoint - The company, Wavelength Optoelectronics, announced that it expects its operating performance for the fiscal year 2025 will not meet the disclosure requirements for performance forecasts as per the Shenzhen Stock Exchange's Growth Enterprise Market listing rules, leading to the decision not to disclose the performance forecast for 2025 in January 2026 [1] Summary by Category - **Company Performance** - Wavelength Optoelectronics anticipates that its 2025 operating results will not fulfill the performance forecast disclosure requirements [1] - As a result, the company will not release a performance forecast for 2025 in January 2026 [1]

Group 1 - Wavelength Optoelectronics experienced a decline of 5.07% on January 26, with a stock price of 105.02 CNY per share, a trading volume of 432 million CNY, a turnover rate of 8.71%, and a total market capitalization of 12.153 billion CNY [1] - The company, established on December 24, 2008, and listed on August 23, 2023, is a major supplier of precision optical components and systems, focusing on industrial laser processing and infrared thermal imaging [1] - The revenue composition of Wavelength Optoelectronics includes optical components at 46.03%, optical elements at 40.16%, and optical system solutions and detection design tools at 13.81% [1] Group 2 - Among the top ten circulating shareholders of Wavelength Optoelectronics, a fund under Debon Fund holds a position, having reduced its holdings by 200,000 shares to 1 million shares, representing 2.16% of the circulating shares [2] - The Debon Semiconductor Industry Mixed Fund A (014319) was established on December 28, 2021, with a latest scale of 843 million CNY, achieving a year-to-date return of 16.62% and a one-year return of 95.14% [2] - The fund manager, Lei Tao, has a tenure of 4 years and 31 days, with the fund's total assets amounting to 16.149 billion CNY, and the best and worst returns during his tenure being 288.21% and -13.63%, respectively [2]

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

Market Performance - The optical and optoelectronic sector increased by 1.22% on January 21, with Sanli Pu leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - Sanli Pu (002876) with a closing price of 27.69, up 10.01% on a trading volume of 55,600 shares and a transaction value of 154 million [1] - Deep Textile A (000045) closed at 13.64, up 10.00% with a trading volume of 286,600 shares and a transaction value of 383 million [1] - Woge Optoelectronics (603773) closed at 39.16, up 10.00% with a transaction value of 716 million [1] - Chenglai Optics (688502) closed at 435.80, up 8.69% with a transaction value of 1.094 billion [1] - Wavelength Optoelectronics (301421) closed at 114.10, up 8.10% with a transaction value of 1.430 billion [1] Fund Flow - The optical and optoelectronic sector saw a net inflow of 981 million from institutional investors, while retail investors experienced a net outflow of 236 million [2] - Major stocks with significant fund flows included: - Sanan Optoelectronics (600703) with a net inflow of 3.12 billion from institutional investors [3] - TCL Technology (000100) with a net inflow of 2.11 billion from institutional investors [3] - Deep Textile A (000045) with a net inflow of 1.13 billion from institutional investors [3]

Core Viewpoint - The semiconductor lithography equipment sector has experienced a short-term surge, with notable stock price increases among key players in the industry [1] Group 1: Company Performance - Maolai Optical has seen its stock price rise by nearly 10% [1] - Wavelength Optoelectronics has experienced an increase of over 8% in its stock price [1] - Other companies such as Xinlai Materials, Zhangjiang Hi-Tech, and Lanying Equipment have also shown significant stock price increases [1]

Group 1 - The company has implemented a "domestic + overseas" dual-drive strategy, establishing subsidiaries, joint ventures, or marketing outlets in countries such as Singapore and South Korea [2] - The company's overseas business is expected to generate revenue of 127.50 million yuan in 2024, representing a year-on-year growth of 35% [2] - In the first three quarters of 2025, the overseas business revenue is approximately 81 million yuan, showing a year-on-year decline due to the impact of the international trade environment [2]

Core Viewpoint - The Munich Shanghai Optical Expo, a significant event in the Asian laser, optics, and optoelectronics industry, will take place from March 18-20, 2026, at the Shanghai New International Expo Center, showcasing cutting-edge technologies and renowned companies in various core fields [2]. Group 1: Event Details - The expo will cover key areas such as optical manufacturing, laser technology, infrared applications, detection and quality control, integrated optoelectronics and optical communication, and biomedical photonics [2]. - The exhibitor list has been officially released, and attendees are encouraged to save it for reference [2]. Group 2: Exhibitor Information - The exhibitor list includes notable companies such as Canon Optical Industrial Equipment, Han's Laser Technology Industry Group, and various other firms specializing in laser technology and optoelectronics [11][15][21]. - The event will feature a diverse range of exhibitors from different regions, including companies from Shanghai, Beijing, and other provinces, highlighting the industry's broad participation [11][15][21].

Core Viewpoint - Wavelength Optoelectronics (301421) announced the appointment of a new signing registered accountant for its 2025 financial audit due to internal adjustments at Tianzhi International Accounting Firm [1] Group 1 - Tianzhi International Accounting Firm will serve as the auditing institution for Wavelength Optoelectronics' 2025 financial accounting report and internal control audit [1] - Wang Xinghua, Shao Li, and Zhou Weiying were originally appointed as the signing project partner, signing registered accountant, and project quality control reviewer, respectively [1] - Shao Li will be replaced by Li Qi as the signing registered accountant, while the signing project partner and project quality control reviewer remain unchanged [1]

证券代码：301421 证券简称：波长光电 公告编号：2026-001 南京波长光电科技股份有限公司 关于变更签字注册会计师的公告 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。 南京波长光电科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第四届董事会第十七次会议和第四届监事会第十六次会议，并于 2025 年 5 月 16 日召开公司 2024 年度股东大会，审议通过了《关于续聘公司 2025 年度 审计机构的议案》，同意续聘天职国际会计师事务所（特殊普通合伙）（以下简 称"天职国际"）为公司 2025 年度财务会计报告及内部控制审计机构，具体内 容详见公司于 2025 年 4 月 25 日在巨潮资讯网（www.cninfo.com.cn）披露的《关 于续聘公司 2025 年度审计机构的公告》（公告编号：2025-020）。 近日，公司收到天职国际出具的《关于变更签字注册会计师的告知函》，现 将具体情况公告如下： 一、本次变更签字注册会计师的基本情况 天职国际作为公司 2025 年度财务会计报告及内部控制审计机构，原委派王 兴华、邵丽 ...