中际旭创所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：F5G、电子后视 镜、激光雷达、CPO概念、光通信等。 截至9月30日，中际旭创股东户数13.23万，较上期增加3.11%；人均流通股8353股，较上期减少3.02%。 2025年1月-9月，中际旭创实现营业收入250.05亿元，同比增长44.43%；归母净利润71.32亿元，同比增 长90.05%。 11月28日，中际旭创盘中下跌2.02%，截至09:51，报513.41元/股，成交43.62亿元，换手率0.76%，总市 值5704.59亿元。 资金流向方面，主力资金净流出4.23亿元，特大单买入10.99亿元，占比25.20%，卖出15.75亿元，占比 36.10%；大单买入12.28亿元，占比28.16%，卖出11.76亿元，占比26.96%。 中际旭创今年以来股价涨318.73%，近5个交易日涨10.65%，近20日涨8.54%，近60日涨43.16%。 今年以来中际旭创已经2次登上龙虎榜，最近一次登上龙虎榜为7月15日，当日龙虎榜净买入7.69亿元； 买入总计31.51亿元 ，占总成交额比20.18%；卖出总计23.82亿 ...

Core Viewpoint - Changguang Huaxin's stock price has shown significant growth this year, with a year-to-date increase of 201.36%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Changguang Huaxin achieved a revenue of 339 million yuan, representing a year-on-year growth of 67.42% [2]. - The net profit attributable to the parent company for the same period was 20.94 million yuan, reflecting a substantial increase of 133.04% year-on-year [2]. Stock Market Activity - As of November 28, the stock price of Changguang Huaxin was 117.50 yuan per share, with a trading volume of 460 million yuan and a turnover rate of 2.26% [1]. - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on November 26, where it recorded a net purchase of 129 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Changguang Huaxin was 18,200, an increase of 25.49% from the previous period [2]. - The average number of circulating shares per shareholder was 5,835, which decreased by 20.31% compared to the previous period [2]. Business Overview - Changguang Huaxin, established on March 6, 2012, specializes in the research, manufacturing, and sales of semiconductor laser chips and related components [2]. - The main revenue sources include high-power single-tube series (76.98%), VCSEL and optical communication chips (11.47%), and other products [2].

- The report does not contain any quantitative models or factors for analysis[1][2][3]

1、行情 有点莫名其妙冲高回落的一天。 这里的莫名其妙不是指冲高回落，而是单纯没理解为什么开盘能这么冲…… 题材方面，有机硅板块单边大涨，宏柏新材、晨光新材涨停，华盛锂电、金银河涨超10%，晨化股份、东岳硅材、集泰股份等集体大涨； 消费电子开盘走强，昀冢科技（20CM）、惠威科技、福日电子、科森科技、春秋电子（炸）等涨停，智动力、影石创新、统联精密等集体走 强； COS、CPO等开盘大幅走强，赛微电子（20CM炸）涨停，英唐智控、光库科技、芯动联科、东田微、炬光科技、光迅科技、腾景科技、凌云 光、德科立等集体大幅跟涨，但整体呈现冲高回落； 感觉就是赛微电子每天醒来睁眼后第一件事就是狂冲刺…… 不过今天赛微电子上午终于封死了20CM涨停板，月涨幅实现了翻倍。 锂电池板块午后发力，石大胜华、华自科技（20CM）、明冠新材、海科新源（20CM）、维科技术涨停，华盛锂电、鹏辉能源、奥克股份等集 体大涨； 此外，航天、折叠屏、流感、半导体等均有局部表现，零售、防火材料等高开低走，传媒、水产、福建本地股等跌幅居前。 截至收盘，沪指收涨0.29%，深成指、创业板指分别收跌0.25%、0.44%，市场整体涨跌互半。 2、赛微 ...

宏 观 及 期 指 点 评 2025 年 11 月 27 日 前 10 个月工业企业利润同比增长 1.9% 股指期货偏强震荡 陶金峰 投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构成 具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行作 出投资决定并自主承担投资风险，不应凭借本内容进行具体操作。 【行情前瞻要点】 11 月 27 日，股指期货主力合约 IF2512、IH2512、IC2512 和 IM2512 小幅高开；开盘后，冲高遇阻回 落，偏强震荡。1—10 月份，全国规模以上工业企业实现利润总额 59502.9 亿元，同比增长 1.9%，自今年 8 月份以来累计增速连续三个月保持增长，工业经济高质量发展稳步推进，将有助于股指期货短线反弹。 预计日内 IF2512 大概率将偏强震荡，并将上攻阻力位 4550 和 4565 点，45 ...

Market Overview - A-shares experienced a day of fluctuations, with the Shanghai Composite Index closing up by 0.29%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.44% respectively [2] - A total of 2,790 stocks rose in the market, with 63 hitting the daily limit up, while 2,447 stocks declined [3] Sector Performance - The organic silicon sector showed strength, with companies like Hongbai New Materials and Chenguang New Materials hitting the daily limit up [4] - Solid-state battery stocks surged, with Haike New Energy and Huazi Technology also reaching the daily limit up [5] - The consumer electronics sector was active, with companies such as HiVi Technology and Furi Electronics hitting the daily limit up, following the announcement of a new implementation plan by the Ministry of Industry and Information Technology aimed at enhancing consumer goods supply and demand adaptability [5] Declines - The AI application sector faced adjustments, with companies like Kaichun Co., Ltd. dropping over 10% [6] - CPO concept stocks saw a narrowing of gains, contributing to a decline in technology stocks and a drop in the ChiNext Index [7] International Market Insights - The Indian stock market reached new highs, with the Nifty 50 index touching 26,284.2 points and the BSE Sensex index rising to 86,055 points, marking a significant milestone [8] - The Nikkei 225 index in Japan increased by 1.23%, while the Korean Composite Index rose by 0.66% [9] - Analysts noted that the Nifty index is currently one of the least volatile global markets, with a record of 77 consecutive trading days with intraday fluctuations below 1.2% [10]

Market Overview - A-shares experienced a day of fluctuations, with the Shanghai Composite Index closing up by 0.29%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.44% respectively [4][6] - A total of 2,790 stocks rose, with 63 hitting the daily limit up, while 2,447 stocks declined [5][6] Sector Performance - The organic silicon sector showed strength, with stocks like Hongbai New Materials and Chenguang New Materials hitting the daily limit up [6] - Solid-state battery concept stocks surged, with Haike New Source and Huazi Technology also reaching the daily limit up [7] - The consumer electronics sector was active, with stocks such as HiVi Technology and Furi Electronics hitting the daily limit up, following a new implementation plan from the Ministry of Industry and Information Technology aimed at enhancing consumer goods supply and demand adaptability [8][9] Notable Stocks - Notable gainers included: - Huasheng Lithium Battery, up 15.54% at 115.86 - Jinyinhai, up 12.96% at 51.08 - Yuanchuang New Materials, up 11.03% at 47.21 [7] - Decliners included: - Pinming Technology, down 12.10% at 153.38 - Kaichun Co., down 12.02% at 36.46 - Sanwei Tiandi, down 10.69% at 42.21 [10] International Market Insights - The Indian stock market reached new highs, with the Nifty 50 index touching 26,284.2 points and the BSE Sensex reaching 86,055 points, driven by expectations of interest rate cuts and a rebound in tech stocks [13] - The Nikkei 225 index rose by 1.23%, while the Korean Composite Index increased by 0.66% [16]

【导读】印度股市创新高 大家好！今天上午，A股三大指数逐渐走高，但随后回落，创业板指数、深证成指持续跳水，尾盘翻绿，沪指勉强收红。 A股冲高回落 11月27日，A股全天冲高回落，三大指数涨跌互现。截至收盘，沪指涨0.29%，深成指跌0.25%，创业板指跌0.44%。 全市场共2790只个股上涨，63只个股涨停，2447只个股下跌。 | 880005 张洪家教 | | | | --- | --- | --- | | 日中 | 涨停 | 53 | | 涨幅 | > 7% | 105 | | 涨幅 | 5-7% 1 | 75 | | 沿岸墙 | 3-5% | 213 | | 涨幅 | 0-3% | 2397 | | 跌幅 | 0-3% | 2196 | | 跌幅 | 3-5% | 166 | | 跌幅 | 5-7% | 50 | | 跌幅 | > 7% | 35 | | 其中 跌停 | | 14 | | | | 2790 2447 | | 上證家數 下跌索數 平臺情報 高品牌救 | | | | | | 217 | | | | 5454 | | 总成交额 | | 17231.72 乙 | | 总成交量 | | 108 ...

- The report does not contain any quantitative models or factors for analysis[1][2][3]

A股冲高回落 【导读】印度股市创新高 中国基金报记者 泰勒 大家好！今天上午，A股三大指数逐渐走高，但随后回落，创业板指数、深证成指持续跳水，尾盘翻绿，沪指勉强收红。 11月27日，A股全天冲高回落，三大指数涨跌互现。截至收盘， 沪指涨0.29%，深成指跌0.25%，创业板指跌0.44%。 | 全市场共2790只个股上涨，63只个股涨停，2447只个股下跌。 | | --- | | 下跌方面，AI应用端调整，凯淳股份等跌超10%。 | | --- | CPO概念股涨幅收窄，带动科技股回落，创业板指转跌。 | 代码 | 名称 | | 涨幅%1 | 现价 | | --- | --- | --- | --- | --- | | 300814 | 中富电路 | R | -6.75 | 85.27 | | 688498 | 源杰科技 | ાર | -5.81 | 553.00 | | 300548 | 长芯博创 | R | -3.84 | 117.80 | | 600105 | 永鼎股份 | R | -3.82 | 16.63 | | 300308 | 中际旭创 | R | -3.54 | 524.00 | | 603 ...