金融界消息 截至2025年8月11日收盘，波长光电（301421）报收于78.54元，下跌0.76%，换手率 12.87%，成交量5.96万手，成交金额4.69亿元。 资金流向方面，今日主力资金净流出2640.99万元，占比成交额5.63%。其中，超大单净流出1518.03万 元、占成交额3.24%，大单净流出1122.96万元、占成交额2.4%，中单净流出流出402.27万元、占成交额 0.86%，小单净流入3043.26万元、占成交额6.49%。 波长光电最新一期业绩显示，截至2025一季报，公司营业总收入9923.36万元、同比增长20.87%，归属 净利润651.20万元，同比减少39.55%，扣非净利润274.05万元，同比减少73.24%，流动比率4.962、速动 比率3.886、资产负债率14.54%。 天眼查商业履历信息显示，南京波长光电科技股份有限公司，成立于2008年，位于南京市，是一家以从 事仪器仪表制造业为主的企业。企业注册资本11571.8万人民币，实缴资本3500万人民币。公司法定代 表人为吴玉堂。 通过天眼查大数据分析，南京波长光电科技股份有限公司共对外投资了6家企业，参与招投标 ...

Group 1 - The optical and optoelectronic sector increased by 0.98% on August 5, with Fuguang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] - Fuguang Co., Ltd. had a closing price of 35.99, with a significant increase of 8.76% and a trading volume of 108,200 shares, resulting in a transaction value of 383 million yuan [1] Group 2 - The optical and optoelectronic sector saw a net inflow of 76.802 million yuan from institutional investors, while retail investors contributed a net inflow of 26.5 million yuan [2] - The sector experienced a net outflow of 342 million yuan from speculative funds [2] - The trading data indicates that Fuguang Co., Ltd. had a net inflow of 67.2279 million yuan from institutional investors, representing 6.93% of the total [3]

天眼查商业履历信息显示，南京波长光电科技股份有限公司，成立于2008年，位于南京市，是一家以从 事仪器仪表制造业为主的企业。企业注册资本11571.8万人民币，实缴资本3500万人民币。公司法定代 表人为吴玉堂。 通过天眼查大数据分析，南京波长光电科技股份有限公司共对外投资了6家企业，参与招投标项目38 次，知识产权方面有商标信息9条，专利信息204条，此外企业还拥有行政许可72个。 来源：金融界 金融界消息 截至2025年8月5日收盘，波长光电（301421）报收于80.6元，上涨8.41%，换手率31.16%， 成交量14.43万手，成交金额11.80亿元。 资金流向方面，今日主力资金净流入6778.17万元，占比成交额5.75%。其中，超大单净流入6558.39万 元、占成交额5.56%，大单净流入219.78万元、占成交额0.19%，中单净流出流出4711.82万元、占成交 额3.99%，小单净流出2066.35万元、占成交额1.75%。 波长光电最新一期业绩显示，截至2025一季报，公司营业总收入9923.36万元、同比增长20.87%，归属 净利润651.20万元，同比减少39.55%，扣非净利润 ...

格隆汇8月5日｜A股市场光刻胶概念股上涨，其中，波长光电涨超9%，张江高科涨超7%，杭华股份、 泰和科技涨超5%，普利特、海立股份、飞凯材料涨超4%，国林科技、茂莱光学、蓝英装备涨超3%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301421 | 波长光电 | | 9.16 | 93.92亿 | 51.46 | | 600895 | 张江高科 | 1 | 7.71 | 536亿 | 29.22 | | 688571 | 杭华股份 | 1 | 5.73 | 37.18亿 | 35.53 | | 300801 | 泰和科技 | 1 | 5.42 | 52.23亿 | 51.65 | | 002324 | 普利特 | 4 | 4.62 | 141亿 | 33.80 | | 600619 | 海立股份 | 来 | 4.52 | 174亿 | 32.66 | | 300398 | 飞凯材料 | | 4.07 | 115亿 | 28.57 | | 300786 | 国林科技 | 来 | 3.59 | 29. ...

每经AI快讯，8月5日，光刻机概念日内异动拉升，波长光电涨超10%，张江高科、海立股份、茂莱光 学、蓝英装备、凯美特气、炬光科技等跟涨。 （文章来源：每日经济新闻） ...

光刻机板块短线拉升，波长光电涨超10%，张江高科、炬光科技、蓝英装备、茂莱光学、赛微电子等跟 涨。 ...

Group 1 - The company, Wave Optoelectronics, responded to investor inquiries on August 1 regarding its business in the semiconductor sector [1]

Market Overview - On August 1, the optical optoelectronics sector rose by 0.17% compared to the previous trading day, with Geberga leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Optical Optoelectronics - Geberga (835438) closed at 22.23, up 8.54% with a trading volume of 150,000 shares and a turnover of 324 million yuan [1] - Yingfeite (300582) closed at 14.13, up 7.21% with a trading volume of 257,800 shares and a turnover of 357 million yuan [1] - Aorui De (600666) closed at 4.04, up 6.32% with a trading volume of 3,122,200 shares and a turnover of 1.227 billion yuan [1] Top Losers in Optical Optoelectronics - Dongtianwei (301183) closed at 65.84, down 6.56% with a trading volume of 105,400 shares and a turnover of 703 million yuan [2] - Tengjing Technology (688195) closed at 46.76, down 3.49% with a trading volume of 59,500 shares and a turnover of 281 million yuan [2] - Aobi Zhongguang (688322) closed at 72.38, down 2.02% with a trading volume of 79,700 shares and a turnover of 584 million yuan [2] Fund Flow Analysis - The optical optoelectronics sector experienced a net outflow of 448 million yuan from institutional investors, while retail investors saw a net inflow of 403 million yuan [2] - Major stocks like Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, but a net outflow from retail investors [3] Individual Stock Fund Flow - Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 96.9 million yuan [3] - Yingfeite (300582) saw a net inflow of 36.1 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

A股光刻机板块震荡走低，同飞股份跌超3%，电科数字、波长光电、张江高科、蓝英装备跌超2%，久 日新材、茂莱光学跟跌。 ...

Group 1 - The core viewpoint of the articles emphasizes the importance of lithography machines in the semiconductor industry, highlighting recent stock price surges of related companies due to government support for technological self-reliance and innovation [1][2] - The State Council's meeting on June 27 stressed the need for enhancing responsibility and urgency in advancing high-level technological self-reliance, focusing on breaking through key core technologies and integrating technological innovation with industrial innovation [1] - Lithography is identified as the most critical and complex process in integrated circuit manufacturing, accounting for approximately one-third of manufacturing costs and 40%-50% of the time spent in the process [2] Group 2 - The lithography machine market is dominated by ASML, Nikon, and Canon, with a growing demand for high-end EUV and DUV lithography machines, while there remains significant demand for i-line lithography machines [2] - There is a vast market potential for domestic breakthroughs in certain categories of lithography machines, which could lead to substantial growth opportunities for companies involved in the lithography supply chain [2] - Companies such as Blue Ying Equipment, Wavelength Optoelectronics, and others have seen significant stock price increases, indicating strong market interest and potential investment opportunities in the lithography equipment sector [1]