每经AI快讯，有投资者在投资者互动平台提问：公司产品可以用在光通信的检测吗？ 思泰克（301568.SZ）9月26日在投资者互动平台表示，随着算力需求发展，光通信网络持续迭代升级， 光模块800G、1.6T将逐步成为标配。公司自研的3D SPI和3D AOI可充分应用于光通信领域，适用光模 块线路板制程环节的检测。 （文章来源：每日经济新闻） ...

Company Overview - Chengdu Xuguang Electronics Co., Ltd. is located in Xindu District, Chengdu, Sichuan Province, established on February 28, 1994, and listed on November 20, 2002 [2] - The company's main business includes metal ceramic vacuum devices, high and low voltage power distribution equipment, and optoelectronic components [2] - The revenue composition is as follows: vacuum arc extinguishing chamber (44.56%), other (18.09%), aerospace precision structural parts (13.28%), intelligent embedded computers (8.63%), new power and renewable energy equipment (6.78%), semiconductor packaging and thermal management materials (5.15%), high-power laser RF tubes (3.03%), and others (0.47%) [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 784 million yuan, a year-on-year increase of 0.47%, and a net profit attributable to shareholders of 63.84 million yuan, a year-on-year increase of 13.52% [2] - The company has distributed a total of 327 million yuan in dividends since its A-share listing, with 83.04 million yuan distributed in the last three years [3] Stock Performance - On September 26, the stock price of Xuguang Electronics fell by 2.02%, trading at 17.43 yuan per share, with a total market capitalization of 14.466 billion yuan [1] - Year-to-date, the stock price has increased by 143.44%, with a 0.98% increase over the last five trading days, a 2.57% decrease over the last 20 days, and a 30.66% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 13, where it recorded a net purchase of 58.37 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders is 74,800, an increase of 2.22% from the previous period, with an average of 11,083 circulating shares per person, a decrease of 2.17% [2] - Among the top ten circulating shareholders, Huaxia High-end Manufacturing Mixed A (002345) is the seventh largest shareholder, holding 5.806 million shares, an increase of 3.5783 million shares from the previous period [3]

9月26日，德科立盘中下跌2.07%，截至09:44，报123.89元/股，成交1.91亿元，换手率0.96%，总市值 196.10亿元。 德科立所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：光电子、5G、光通 信、CPO概念、百元股等。 截至6月30日，德科立股东户数9508.00，较上期减少10.52%；人均流通股9395股，较上期增加47.14%。 2025年1月-6月，德科立实现营业收入4.33亿元，同比增长5.93%；归母净利润2809.37万元，同比减少 48.17%。 分红方面，德科立A股上市后累计派现1.42亿元。 机构持仓方面，截止2025年6月30日，德科立十大流通股东中，景顺长城品质长青混合A（010350）位 居第一大流通股东，持股301.15万股，为新进股东。财通价值动量混合A（720001）位居第三大流通股 东，持股205.31万股，为新进股东。易方达远见成长混合A（010115）位居第四大流通股东，持股 145.20万股，相比上期增加26.65万股。新华优选分红混合A（519087）位居第五大流通股东，持股 136.90万股，相比上期增加22.86万股。中 ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.01% closing at 3853.30 points, while the Shenzhen Component Index increased by 0.67% to 13445.90 points. The Sci-Tech 50 Index rose by 1.24% to 1474.49 points, and the ChiNext Index gained 1.58% to 3235.76 points. Overall, there were 3875 stocks that declined, 1474 that rose, and 80 that remained unchanged. The total trading volume in the Shanghai and Shenzhen markets was 23,711 billion yuan, an increase of 443.06 billion yuan compared to the previous trading day [1][2]. Industry Performance - Among the primary industries, sectors such as media, telecommunications, non-ferrous metals, electric equipment, computers, and pharmaceuticals showed notable gains. Conversely, textiles and apparel, comprehensive sectors, agriculture, household appliances, transportation, and real estate experienced significant declines [1][2]. Sector Highlights - The leading sectors in terms of growth included servers, semiconductor silicon wafers, copper industry, nuclear fusion, Kimi, internet celebrity economy, optical modules (CPO), optical communication, partnerships with Pinduoduo, superconductors, online games, AIPC, short drama games, rare metals selection, and DeepSeek [2].

9月25日，亨通光电盘中下跌2.03%，截至09:51，报22.15元/股，成交6.46亿元，换手率1.17%，总市值 546.38亿元。 机构持仓方面，截止2025年6月30日，亨通光电十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股6450.46万股，相比上期增加1018.31万股。南方中证500ETF（510500）位居第四大流通股 东，持股2933.48万股，相比上期增加383.46万股。广发高端制造股票A（004997）位居第七大流通股 东，持股1627.22万股，相比上期增加331.28万股。交银精选混合（519688）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，江苏亨通光电股份有限公司位于江苏省苏州市吴江区中山北路2288号，成立日期1993年6月5 日，上市日期2003年8月22日，公司主营业务涉及通信网络和能源互联领域高端技术、产品研发生产及 系统集成服务,全球海缆通信网络的建设业务。主营业务收入构成为：智能电网36.98%，铜导体 25.02%，工业与新能源智能11.28%，光通信10.94%，海洋能源与通信9.57%，其他5.33%，其他(补 充)0.88%。 亨 ...

9月25日，天孚通信盘中下跌2.01%，截至09:39，报178.84元/股，成交5.38亿元，换手率0.39%，总市值 1390.33亿元。 资金流向方面，主力资金净流出3656.52万元，特大单买入3416.43万元，占比6.35%，卖出5334.78万 元，占比9.92%；大单买入9744.74万元，占比18.12%，卖出1.15亿元，占比21.35%。 天孚通信今年以来股价涨177.70%，近5个交易日跌0.30%，近20日跌0.37%，近60日涨130.52%。 今年以来天孚通信已经4次登上龙虎榜，最近一次登上龙虎榜为9月4日，当日龙虎榜净买入7.99亿元； 买入总计22.85亿元 ，占总成交额比18.94%；卖出总计14.87亿元 ，占总成交额比12.32%。 资料显示，苏州天孚光通信股份有限公司位于江苏省苏州市高新区长江路695号，成立日期2005年7月20 日，上市日期2015年2月17日，公司主营业务涉及光无源器件的研发设计、高精密制造与销售业务。主 营业务收入构成为：光通信元器件98.91%，其他1.09%。 天孚通信所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：激 ...

兴森科技所属申万行业为：电子-元件-印制电路板。所属概念板块包括：PCB概念、5G、光通信、华为 概念、毫米波雷达等。 截至9月19日，兴森科技股东户数13.30万，较上期增加13.68%；人均流通股11357股，较上期减少 12.03%。2025年1月-6月，兴森科技实现营业收入34.26亿元，同比增长18.91%；归母净利润2883.29万 元，同比增长47.85%。 分红方面，兴森科技A股上市后累计派现11.29亿元。近三年，累计派现2.70亿元。 机构持仓方面，截止2025年6月30日，兴森科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股3361.64万股，相比上期增加831.05万股。南方中证500ETF（510500）位居第六大流通股 东，持股2504.68万股，相比上期增加351.90万股。光大保德信信用添益债券A类（360013）位居第九大 流通股东，持股1129.31万股，相比上期减少1064.60万股。易方达供给改革混合（002910）退出十大流 通股东之列。 9月25日，兴森科技盘中下跌2.05%，截至09:39，报22.48元/股，成交2.44亿元，换手率0.71%， ...

Core Viewpoint - Jinzi Ham is expanding into the semiconductor industry by investing up to 300 million yuan to acquire up to 20% of Zhongsheng Microelectronics, marking a strategic move to diversify beyond its traditional meat products business [1][3]. Group 1: Company Background and Strategic Moves - Jinzi Ham, primarily engaged in ham products and traditional meat products, has faced slow growth in its main business due to market factors, prompting the need for diversification [3]. - The investment in Zhongsheng Microelectronics is the first major capital action under the new control of Zheng Qingsheng, who became the controlling shareholder in June 2023 [1][7]. - The company has a history of cross-industry investments, including ventures into rare earths, internet finance, new energy vehicles, and healthcare, although past attempts have not significantly boosted performance [6][7]. Group 2: Investment Details and Market Context - The investment will occur in two rounds, with the first round involving a 100 million yuan capital increase based on a pre-investment valuation of Zhongsheng Microelectronics between 1 billion and 1.3 billion yuan [4]. - Zhongsheng Microelectronics, founded in 2019, focuses on high-speed optical module core chips and has been recognized in the "China Future Unicorn TOP 100" list for 2024 and 2025, although it has yet to achieve profitability [3][4]. - The optical module chip market is expected to grow rapidly due to the global AI data center construction wave, presenting a potential opportunity for Jinzi Ham to benefit from technological advancements [8]. Group 3: Challenges and Risks - There are concerns regarding the high valuation of Zhongsheng Microelectronics, with a potential increase of 9710% based on the lowest valuation, which may lead to risks of impairment in long-term equity investments [4]. - Jinzi Ham's management may face challenges in technical accumulation and management capabilities in the semiconductor sector, which could impact the success of this investment [4][5]. - The company's previous cross-industry investments have not yielded significant results, raising questions about the effectiveness of this new strategy [6][7].

9月23日， 东山精密 发布公告称，公司正在筹划境外发行股份（H股）并在香港联交所主板挂牌上市。 这一消息引发市场关注，距离公司实控人低价包揽14亿元定增方案尚不足半年。 资料显示，东山精密主业以 消费电子 与 新能源 两大核心赛道的双轮驱动战略主线，在消费电子业务不 断提质增效的同时，全力拥抱新能源的"新蓝海"。 作为 苹果 供应链的重要企业，东山精密近年面临增收不增利的尴尬局面。2024年，公司营收增长 9.27%至367.70亿元，而净利润却大幅下滑44.74%至10.86亿元。 从财报数据看，东山精密目前面临多重挑战。公司核心业务电子电路产品虽然贡献了超过六成的收入， 但产品单价同比下滑23.48%，毛利率也随之下降2.45个百分点至18.34%。 更令人担忧的是公司的 LED 显示器件业务，该业务收入同比下滑35.48%，毛利率已经低至-40.94%，这 意味着公司是在"亏本销售"。2024年，公司对LED业务相关资产计提了5.95亿元资产减值损失，产生 1.64亿元资产处置损失。 数据显示，2017年至2024年，第一大客户对东山精密的销售比例从29.8%攀升至51.28%。这种依赖性在 供应链波 ...

Core Viewpoint - Hengtong Optic-Electric has shown significant stock price appreciation in 2023, with a year-to-date increase of 32.37% and notable gains over various trading periods [2]. Group 1: Stock Performance - As of September 24, Hengtong Optic-Electric's stock price reached 22.49 CNY per share, with a trading volume of 1.726 billion CNY and a turnover rate of 3.22%, resulting in a total market capitalization of 55.477 billion CNY [1]. - The stock has experienced a 11.34% increase over the last five trading days, an 18.99% increase over the last 20 days, and a 46.04% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Hengtong Optic-Electric reported a revenue of 32.049 billion CNY, reflecting a year-on-year growth of 20.42%, while the net profit attributable to shareholders was 1.613 billion CNY, showing a slight increase of 0.24% [2]. - The company has distributed a total of 2.614 billion CNY in dividends since its A-share listing, with 1.121 billion CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Hengtong Optic-Electric was 161,700, a decrease of 11.80% from the previous period, while the average circulating shares per person increased by 13.38% to 15,118 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 64.505 million shares, an increase of 10.1831 million shares from the previous period [3].