来源：新浪证券-红岸工作室 12月10日，联特科技涨7.24%，成交额24.14亿元，换手率25.22%，总市值186.31亿元。 异动分析 共封装光学(CPO)+5G+芯片概念+数据中心+人民币贬值受益 1、2022年12月8日互动易回复：公司拥有了光芯片集成、高速光器件以及高速光模块设计、生产的核心 能力，在高速信号设计和仿真、光学仿真和光耦合工艺领域掌握了相关核心技术。公司目前研发的有基 于EML（电吸收调制激光器）、SIP（硅光）、TFLN（薄膜铌酸锂）调制技术的800G光模块，以及用 于下一代产品NPO（近封装光学）/CPO（共封装光学）所需的高速光连接技术、激光器技术和芯片级 光电混合封装技术等。 2、光模块目前主要应用市场包括数通市场、电信市场和新兴市场。其中数通市场是光模块增速最快的 市场，目前已超越电信市场成为第一大市场，是光模块产业未来的主流增长点；电信市场是光模块最先 发力的市场， 5G 建设将大幅拉动电信用光模块需求。公司产品是数据中心和 5G 通信应用领域的上游 关键部件。 3、根据公司互动：公司具备的是光芯片到光器件的设计制造能力。光芯片指应用于光通信的半导体， 是完成光电信号转换 ...

12月10日，长飞光纤股价实现涨停，报收98.43元每股。该股隶属CPO板块，当日整个板块呈现探底回 升态势。 长飞光纤在盘前发布公告，宣布配股计划的具体细节。公司将配售7000万股新H股，每股定价32.26港 元。此次配股预计筹集资金总额约22.58亿港元，扣除相关费用后净额约为22.29亿港元。 配售协议已于12月9日正式签署。公司与配售代理就相关条款达成一致，配售将根据一般性授权进行。 预计每股配售股份的净额为31.85港元。 当日CPO概念板块整体表现活跃。与此同时，特发信息等其他相关个股也出现拉升涨停的情况。新易盛 上涨3%，中际旭创上涨2%并创下历史新高。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 配股价格较12月9日收市价37.92港元折让14.93%。配售股份占经扩大后已发行股本总数约8.46%，将分 配给不少于六名承配人。 长飞光纤主要从事光纤光缆的研发、生产及销售业务。公司在全球光纤预制棒、光纤及光缆供应领域处 于领先地位。2025年前三季度，公司实现营业收入102.75亿元，归母净利润4.70亿元。 公司 ...

每日晨报│2025 年 12 月 10 日 -主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 25,434 | -1.29% | +26.79% | | 恒生科技指数 | 5,554 | -1.90% | +24.32% | | 国企指数 | 8,936 | -1.62% | +22.59% | | 沪深 300 | 4,598 | -0.51% | +16.86% | | 上证综合指数 | 3,909 | -0.37% | +16.64% | | 深证成份指数 | 13,277 | -0.39% | +27.49% | | 中小板指 | 8,006 | -0.51% | +25.45% | | 道琼斯指数 | 47,560 | -0.38% | +11.79% | | 标普 500 指数 | 6,840 | -0.09% | +16.30% | | 纳斯达克指数 | 23,576 | +0.13% | +22.09% | | 伦敦富时指数 | 9,642 | -0.03% | +17.97% | | CAC40 ...

贵金属商品方面，现货白银午后继续发力，再度刷新历史新高，盘中最高触及61.607美元/盎司。现货 白银今年以来涨幅已高达112%，而现货黄金的涨幅为60%，白银涨幅几乎是黄金的两倍。 12月10日，A股三大指数涨跌不一，截至收盘，沪指跌0.23%，深成指涨0.29%，创业板指跌0.02%。全 市场成交额1.79万亿元，较上一个交易日缩量1261亿元，超2800只个股下跌。 板块方面，海南板块持续走强，海南发展（002163）、罗牛山（000735）、海南瑞泽（002596）等多股 涨停。零售概念表现活跃，永辉超市（601933）3连板，茂业商业（600828）、中央商场（600280）2连 板。房地产板块涨幅居前，世联行（002285）、万科A涨停。CPO板块走势强劲，立昂微（605358）、 中瓷电子（003031）、长飞光纤（601869）等多股涨停，CPO概念龙头新易盛（300502）午后一度涨近 5%，再创历史新高，总市值突破4300亿元，收盘涨幅超3%，最新市值4297亿元。下跌方面，银行板块 走弱，招商银行、农业银行下挫。 其他热门个股方面，摩尔线程午后涨幅一度达到27%，截至收盘回落至16.98 ...

Market Overview - The A-share market showed mixed performance on December 10, with the Shanghai Composite Index down by 0.23% to 3900.50, while the Shenzhen Component Index rose by 0.29% to 13316.42. The ChiNext Index decreased by 0.02% to 3209.00 [1][2]. - The total market turnover was 1.79 trillion yuan, a decrease of 126.1 billion yuan compared to the previous trading day, with over 2800 stocks declining [1][2]. Sector Performance - The Hainan sector continued to perform strongly, with stocks like Hainan Development, Luoniushan, and Hainan Ruize hitting the daily limit [3]. - The retail sector was active, with Yonghui Supermarket achieving three consecutive limit-ups, and Maoye Commercial and Central Plaza achieving two consecutive limit-ups [3]. - The real estate sector saw significant gains, with stocks like Shilianhang and Vanke A hitting the daily limit [3]. - The CPO sector showed strong performance, with stocks such as Lianang Micro, Zhongci Electronics, and Changfei Fiber hitting the daily limit. The leading CPO stock, Xinyi Sheng, reached a historical high with a market cap exceeding 430 billion yuan, closing with a gain of over 3% [3]. Individual Stock Highlights - Moer Thread saw its intraday gains reach 27%, closing at 735 yuan per share, with a market cap of 345.5 billion yuan. It is now ranked fourth among A-share chip concept stocks, following SMIC, Cambrian, and Haiguang Information [5]. - In the precious metals market, spot silver reached a new historical high of 61.607 USD per ounce, with a year-to-date increase of 112%, while gold increased by 60%, indicating that silver's growth is nearly double that of gold [5][6].

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in its revenue and profit, driven by its capabilities in high-speed cables, optical products, and machine vision solutions, while benefiting from the depreciation of the RMB in overseas markets [2][3][7]. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, special cables, and connection products [7]. - The revenue composition includes: 43.60% from data communication cables of category 6 and below, 20.81% from category 6A and above, 18.04% from special cables, 11.62% from connection products, and 5.94% from other sources [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%. The net profit attributable to the parent company was 138 million yuan, reflecting a significant increase of 53.82% [7]. - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8]. Market Position and Strategy - The company has established itself as a core partner for international leading interconnect solution providers in the active cable (AEC) sector, leveraging its technological expertise in high-speed cable [2]. - The optical product range includes fiber optic jumpers, MPO/MTP pre-terminated cables, and LC fiber optic connectors, primarily serving high-end projects in finance, education, healthcare, and exhibitions, while also expanding into overseas markets [2]. - The company is one of the few in China capable of designing and manufacturing data cables of category 6 and above, meeting the new data transmission demands of the 5G era [2]. Investment and Market Dynamics - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 61.93% of total revenue as of the 2024 annual report [3]. - The stock has seen a recent increase in trading activity, with a turnover rate of 4.68% and a total market capitalization of 17.818 billion yuan [1].

12月10日午后，CPO板块探底回升，长飞光纤涨停，报98.43元/股。12月10日盘前，长飞光纤公告称， 拟通过配售7000万股新H股，配售价每股32.26港元，净筹约22.29亿港元，资金将用于发展海外业务及 补充营运资金。 ...

| 名称 | 涨幅%▽ | 现价 | | --- | --- | --- | | 立昂微 | +10.01% | 33.18 | | 长飞光纤 | +10.00% | 98.43 | | 特发信息 | +10.00% | 14.85 | | 中瓷电子 | +10.00% | 71.84 | | 联特科技 | +9.06% | 146.04 | | 东田微 | +8.55% | 176.38 | | 长米华芯 | +8.02% | 152.54 | | 汇绿生态 | +7.93% | 22.45 | | 赛微电子 | +6.60% | 58.76 | | 奕东电子 | +6.38% | 49.03 | | 长芯博创 | +6.14% | 142.55 | | 金禄电子 | +6.06% | 30.08 | | 兆驰股份 | +5.92% | 7.34 | | 长盈通 | +5.51% | 46.35 | | 华懋科技 | +4.84% | 53.25 | | 永鼎股份 | +4.84% | 18.64 | | 思瑞浦 | +4.12% | 154.29 | | 新易盛 | +4.04% | 436.06 | 编 ...

每经AI快讯，12月10日，CPO板块探底回升，长飞光纤、特发信息午后拉升涨停，新易盛涨3%、中际 旭创涨2%创历史新高。 每经AI快讯，12月10日，CPO板块探底回升，长飞光纤、特发信息午后拉升涨停，新易盛涨3%、中际 旭创涨2%创历史新高。 ...

Core Viewpoint - The CPO sector is experiencing significant growth, with leading companies achieving record highs in stock prices and market capitalization, indicating strong investor confidence and market momentum [1][3]. Group 1: Company Performance - Xinyisheng, a leading company in the CPO concept, saw its stock price rise over 4% in the afternoon, reaching a historical high and pushing its market capitalization beyond 430 billion yuan [1]. - The entire CPO sector showed robust performance, with several companies hitting their daily price limits, including Changfei Fiber, Tefa Information, and Lian Technology, which rose by over 9% [3]. - Notable stock performances include: - Lianwei Microelectronics: +10.01% at 33.18 yuan - Changfei Fiber: +10.00% at 98.43 yuan - Tefa Information: +10.00% at 14.85 yuan - Zhongci Electronics: +10.00% at 71.84 yuan - Lian Technology: +9.06% at 146.04 yuan [4].