HMT(SH:603306) Jing Ji Guan Cha Wang·2026-02-13 04:11Core Viewpoint - The stock price of Huamao Technology (603306.SH) increased by 5.34% to 79.10 yuan, influenced by various factors including active trading and institutional support [1][3]. Group 1: Market Performance - The trading volume today reached 808 million yuan, with a turnover rate of 3.16% and a volume ratio of 1.60, indicating a significant increase in trading activity compared to previous periods [1]. - The stock price broke above the 20-day moving average (75.37 yuan) and closed at 79.10 yuan, with the upper Bollinger Band resistance at 82.15 yuan, suggesting potential technical buying interest [2]. Group 2: Institutional Holdings - Several institutional products, including those from Bosera Fund and Rongtong Fund, hold significant positions in Huamao Technology, with Bosera Fund's three funds collectively holding 7.3036 million shares, resulting in an estimated daily floating profit of approximately 29.2875 million yuan based on today's price increase [3]. Group 3: Business and Technical Development - The company is entering the optical module packaging sector through the acquisition of Fuchuang Youyue, driven by demand for AI computing power, which is expected to become a growth engine for the company [4]. - The ongoing acquisition of the remaining equity in Fuchuang Youyue is aimed at fully entering the computing power sector, with market expectations for a second growth curve potentially boosting investor sentiment [4]. Group 4: Sector Performance - Despite a slight decline of 0.03% in the automotive parts sector, the photolithography and semiconductor materials sectors saw increases of 1.00% and 0.57%, respectively, indicating that some funds may be focusing on the company's optical communication business due to the growing interest in the AI computing industry [5].