（编辑 姚尧） 证券日报网1月30日讯 ，洁美科技在接受调研者提问时表示，通常情况下，公司会结合行业景气度、原 材料价格波动等因素综合考虑后对产品价格进行调整。由于AI服务器、新能源汽车、机器人、无人 机、可穿戴设备等新兴应用领域需求旺盛带动电子元器件需求持续增长，近期下游客户陆续对其产品开 始涨价，公司将持续关注市场环境变化及客户涨价的情况，择机调整产品价格。 ...

证券日报网讯1月26日，君逸数码（301172）在互动平台回答投资者提问时表示，公司控股子公司光宏 精密专业从事精密光学元组件的研发与生产，产品具备高性能、小型轻量化等特性，可广泛应用于无人 机、智能汽车、光通信等多个新兴应用领域。关于客户相关信息，因涉及商业合作细节，敬请以公司在 指定信息披露媒体发布的公告为准。 ...

中天科技 20260122 摘要 全球光纤需求上升，海外市场由 AI 数据中心和无人机驱动，北美供应商 收入增长显著。国内市场家庭宽带稳定，AI 数据中心加速建设，需求端 整体呈现上升趋势。 光纤行业供给受限，过去几年行业低迷导致厂商扩产意愿低，小厂退出， 供需格局持续改善。光纤价格自去年以来持续上涨，超出预期，运营商 限价下，价格下跌可能性小。 中天科技在智能电网领域拥有 OPGW、OPGC、ADSS 等优势产品，市 场占有率高。受益于国家"十五"期间 4 万亿投入规划，智能电网建设 将增加对其光电复合产品的需求。 国内光纤价格自去年以来不断上涨，部分公司已停止接单，表明供需关 系改善。G652D 光纤价格从 18 元涨至 35-40 元，A2000 光纤涨幅甚 至超过 G652D，达 50-70 元。 光纤价格上涨直接转化为利润，原先 17-18 元售价基本无利可图。目前 散纤端均价预计提升 15 元左右，对公司利润弹性贡献显著，如 9,000 万芯公里产能，每芯公里增加 15 元将带来巨大利润增长。 Q&A 请介绍一下中天科技在通信产业的总体情况。 中天科技旗下的通信产业集团除了包括光纤预制棒、光纤光缆 ...

智通财经APP获悉，1月23日，中国证监会发布《关于同意南昌三瑞智能科技股份有限公司首次公开发行股票注册的批复》。据悉，三瑞智能拟在深交所创 业板上市，国泰海通证券为保荐机构，拟募资7.6888亿元。 在无人机电动动力系统方面，公司产品包括电机、电子调速器、螺旋桨及一体化动力系统等电动动力系统全品类，终端应用于农林植保、工业巡检、测绘地 理信息、快递物流、应急救援、安防监控等各垂直细分领域，产品可适配于多旋翼、固定翼、复合翼等各类型无人机。 在机器人动力系统方面，公司自2018年建立自主品牌CubeMars，专注于机器人关节领域，目前已实现机器人动力模组中电机、驱动板、行星减速器等核心 部件全部自研自产。公司产品可应用于人形机器人、外骨骼及穿戴设备、四足机器人等众多新兴领域。 据招股书，三瑞智能是无人机与机器人动力系统制造商，主营业务为无人机电动动力系统及机器人动力系统的研发、生产和销售，并积极布局电动垂直起降 飞行器(eVTOL)动力系统产品。 ...

证券日报网讯1月21日，信维通信（300136）在互动平台回答投资者提问时表示，公司已与无人机领域 相关重要客户开展合作，提供毫米波雷达天线及模组等重要产品。 ...

格隆汇1月21日丨信维通信(300136.SZ)在互动平台表示，公司已与无人机领域相关重要客户开展合作， 提供毫米波雷达天线及模组等重要产品。 ...

Core Viewpoint - Guangwei Composite Materials Co., Ltd. has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a significant decline in net profit year-over-year [2][3]. Stock Performance - As of January 21, Guangwei's stock price increased by 2.02% to 40.42 CNY per share, with a trading volume of 5.31 billion CNY and a market capitalization of 33.603 billion CNY [1]. - Year-to-date, the stock price has risen by 2.43%, with a 0.98% decline over the last five trading days, a 32.79% increase over the last 20 days, and a 39.38% increase over the last 60 days [1]. Financial Performance - For the period from January to September 2025, Guangwei reported a revenue of 1.986 billion CNY, reflecting a year-over-year growth of 4.40%, while the net profit attributable to shareholders decreased by 32.55% to 415 million CNY [2]. Shareholder Information - As of January 20, the number of shareholders decreased by 8.07% to 79,500, while the average number of tradable shares per person increased by 8.78% to 10,328 shares [2]. - The company has distributed a total of 2.261 billion CNY in dividends since its A-share listing, with 1.188 billion CNY distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, notable institutional shareholders include E Fund's ChiNext ETF, which holds 11.316 million shares, and Penghua's CSI Sub-Segmented Chemical Industry Theme ETF, which is a new shareholder with 8.7606 million shares [3]. - Other significant shareholders include Southern CSI 500 ETF and Guotai Junan's National Defense ETF, with varying changes in their holdings compared to the previous period [3].

格隆汇1月20日丨星星科技(300256.SZ)在互动平台表示，上市公司目前仍聚焦于现有核心业务，暂无涉 及商业航天、无人机、机器人领域的发展规划，凌云智能自身的营收规模较小。 ...

证券日报网1月20日讯 ，洁美科技在接受调研者提问时表示，通常情况下，公司会结合行业景气度、原 材料价格波动等因素综合考虑后对产品价格进行调整。由于AI服务器、新能源汽车、机器人、无人 机、智能可穿戴设备等新兴应用领域需求旺盛带动电子元器件需求持续增长，近期下游客户陆续对其电 子元器件产品开始涨价，公司将持续关注市场环境变化及客户涨价的信息，择机调整产品价格。 （文章来源：证券日报） ...

Core Viewpoint - New Steel Co., Ltd. has shown mixed performance in stock price and financial results, with a notable increase in net profit despite a decline in revenue [2][3]. Group 1: Stock Performance - On January 20, New Steel's stock price increased by 2.10%, reaching 3.89 CNY per share, with a trading volume of 200 million CNY and a turnover rate of 1.65%, resulting in a total market capitalization of 12.386 billion CNY [1]. - Year-to-date, New Steel's stock price has risen by 0.26%, with a decline of 0.51% over the last five trading days, a 1.04% increase over the last 20 days, and a 2.02% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, New Steel reported operating revenue of 27.225 billion CNY, a year-on-year decrease of 12.68%, while net profit attributable to shareholders increased by 162.21% to 360 million CNY [2]. - The company has distributed a total of 5.584 billion CNY in dividends since its A-share listing, with 816 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of October 31, 2025, New Steel had 38,200 shareholders, with an average of 82,368 circulating shares per shareholder, showing no change from the previous period [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 83.8502 million shares, an increase of 49.8782 million shares from the previous period [3]. - New shareholders include Invesco Great Wall Jingsheng Dual Income Bond A (002065) and E Fund CSI Dividend ETF (515180), among others, indicating a shift in the shareholder base [3].