龙虎榜复盘丨福建板块层出不穷，光通信大涨

Group 1: Institutional Trading Insights - On the day, 41 stocks were listed on the institutional trading leaderboard, with 23 stocks seeing net purchases and 18 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Xue Ren Co., Ltd. (¥182 million), International Composite Materials (¥145 million), and Ruikang Pharmaceutical (¥140 million) [1] Group 2: Stock Performance - Xue Ren Group (002639.SZ) saw a price increase of 0.85% with 4 buyers and no sellers [2] - International Composite Materials (301526.SZ) experienced a price increase of 6.48% with 3 buyers and 1 seller [2] - Ruikang Pharmaceutical (002589) had a significant price increase of 10.09% with 4 buyers and no sellers [2][3] Group 3: Industry Developments - Ruikang Pharmaceutical is identified as a comprehensive service provider in the traditional Chinese medicine industry, involved in planting and processing traditional Chinese medicine pieces [3] - The company has a subsidiary, Ma'anshan Jingquan Traditional Chinese Medicine, primarily engaged in the production and sales of traditional Chinese medicine pieces [3] - The report mentions the development of a free port-like economic zone in Xiamen as part of the city's 15th Five-Year Plan [3] Group 4: Optical Communication Sector - The optical communication sector is experiencing growth, with LightCounting projecting a compound annual growth rate (CAGR) of 17% for optical communication chipsets from 2025 to 2030, with total sales expected to rise from approximately $3.5 billion in 2024 to over $11 billion by 2030 [5] - Lumentum and Coherent have reached historical highs, indicating strong demand in the optical communication market [5] - A supply-demand gap for optical chips has increased to 25%-30%, with prices expected to rise by 2026 [5]