证券日报网讯 12月29日，炬光科技在互动平台回答投资者提问时表示，在光通信领域，公司已形成较 为完整的产品与解决方案布局，主要包括：用于激光器（LD）、探测器（PD）及驱动/TIA芯片的预置 金锡氮化铝衬底；用于可插拔光模块的微透镜及阵列；用于硅光平台（800G/1.6T等）激光器到PIC、 PIC到光纤的耦合微光学元器件；用于光路开关 OCS大通道数光纤阵列用NxN微透镜阵列；用于电信与 DCI光子器件波长选择开关（WSS）的专用微光学元件；用于CPO的超高通道精密设计的V型槽阵列、 特殊非球面耦合光学元件、衬底材料、带准直和反射功能的微棱镜透镜阵列；同时公司也根据客户需 求，提供FAU工艺及其他光学封装服务。上述产品与服务已覆盖光通信多个关键应用场景，并持续配合 客户推进相关方案的迭代与量产。在消费电子领域，该业务已为公司带来实质性营收贡献。2025年前三 季度，消费电子相关业务收入已超过5300万元，约占公司同期总收入的9%。目前公司不仅已实现销 售，也与多家头部客户共同推进在研项目，为后续增长蓄力。 （文章来源：证券日报） ...

Suspension and Resumption - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, leading to a stock suspension [1] Mergers and Acquisitions - Xiamen Tungsten's subsidiary, Xiamen Jinlu, intends to acquire 100% equity of German company Mimatic and increase its capital [2] - Sega Technology plans to invest 275 million yuan to increase capital in Guangcai Xincheng and acquire a 20% stake in the company, which focuses on optical communication technology [2] External Investments and Daily Operations - Tianqi Co. plans to raise no more than 977 million yuan for the construction of a robotics intelligent system R&D center aimed at the automotive industry [3] - State Power Investment Corporation's subsidiary collaborates with CATL to jointly invest in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [3] - Jingye Intelligent plans to establish a controlling subsidiary focusing on advanced nuclear energy systems [3] - Ningbo Huaxiang's subsidiary signs a strategic cooperation agreement with Qianxing Future to enhance collaboration in embodied intelligent robotics [4] - Juneyao Airlines intends to purchase 25 Airbus A320 series aircraft for 4.1 billion USD [4] - Nongshang Environment signs a contract worth 132 million yuan for an integrated hardware and software computing power cluster [4] - International Composite plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [5] - Roman Co.'s subsidiary signs a contract for a computing power service project worth approximately 156 million yuan [6] - Guiguan Electric plans to acquire 100% equity of Datang Tibet Energy Development Co., Ltd. and China Datang Group ZDN Clean Energy Development Co., Ltd. for 2.025 billion yuan [6] - China Duty Free's wholly-owned subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport [7] - Haisheng Pharmaceutical participates in the innovative drug NWRD06 injection, which has completed the enrollment of the first subject in Phase II clinical trials, targeting liver cancer [7] - Hongwei Technology signs a strategic cooperation agreement with a leading domestic company in the transmission field, focusing on joint research of GaN power semiconductor devices [7]

资料显示，无锡市德科立光电子技术股份有限公司位于江苏省无锡市新吴区科园路6号，成立日期2000 年1月31日，上市日期2022年8月9日，公司主营业务涉及光收发模块、光放大器、光传输子系统的研 发、生产和销售,产品主要应用于通信干线传输、5G前传、5G中回传、数据链路采集、数据中心互联、 特高压通信保护等国家重点支持发展领域。主营业务收入构成为：传输类75.33%，接入和数据类 23.54%，其他1.13%。 12月29日，德科立盘中下跌2.02%，截至13:07，报142.57元/股，成交9.62亿元，换手率4.19%，总市值 225.67亿元。 资金流向方面，主力资金净流出8220.61万元，特大单买入8420.06万元，占比8.75%，卖出1.42亿元，占 比14.76%；大单买入2.54亿元，占比26.40%，卖出2.78亿元，占比28.93%。 德科立今年以来股价涨104.64%，近5个交易日跌7.49%，近20日涨14.44%，近60日涨19.21%。 今年以来德科立已经7次登上龙虎榜，最近一次登上龙虎榜为12月9日，当日龙虎榜净买入3.53亿元；买 入总计8.48亿元 ，占总成交额比16.93% ...

Core Viewpoint - The company, Hengdongguang, has successfully issued shares at a price of 31.59 yuan per share, raising a total of 324 million yuan for various expansion projects and working capital [2]. Group 1: Financial Overview - The total number of shares issued by the company is 10.25 million [2]. - The company's projected operating revenues for 2022, 2023, and 2024 are 475 million yuan, 613 million yuan, and 1.315 billion yuan, respectively [3]. - The projected net profits attributable to the parent company for the same years are 59.61 million yuan, 63.84 million yuan, and 147 million yuan [3]. Group 2: Business Operations - Hengdongguang specializes in the research, manufacturing, and sales of passive optical devices in the optical communication field [2]. - The main business segments include passive optical fiber cabling, passive inline optical devices, and related supporting businesses [2]. - Key products consist of optical fiber jumpers, flexible optical fiber line products, and management products for cabling, as well as multi-fiber parallel passive inline optical devices and PON optical module passive inline optical devices [2]. Group 3: Technological Advancements - The company is focused on building advanced manufacturing capabilities for optical communication devices [2]. - It has developed a proprietary "sub-micron digital motion control technology platform" to achieve mass production of optical devices with sub-micron precision, which traditional manual production methods cannot achieve [2]. - The company leverages advanced manufacturing and digital technologies, along with over a decade of accumulated manufacturing experience, to ensure high reliability and consistency in high-precision optical device production [2].

Group 1: Macro and Industry Policy Tracking - The report highlights a focus on multi-field collaborative advancement in industry policies, including the cultivation of emerging industries such as integrated circuits and low-altitude economy, as well as strengthening 6G research [1][10] - The housing and urban-rural construction meeting emphasizes stabilizing the real estate market and developing a new model characterized by the sale of existing homes, with a focus on policies tailored to individual cities [1][12] - The transportation department predicts that yacht and cruise consumption will evolve towards mass-market and large-scale development, indicating a shift in consumer behavior [1][13] Group 2: Financial Regulations - The financial regulatory authority has standardized the information disclosure of asset management products to protect investor rights, ensuring transparency and accountability in financial products [1][16] Group 3: Energy and Technology Developments - The energy sector is promoting the large-scale development of solar thermal power and has introduced the world's first mandatory standard for electric vehicle energy consumption, which will enhance vehicle performance and consumer experience [1][18] - A significant technological breakthrough was achieved in the field of superconducting magnetic levitation, with a test speed of 700 km/h, marking a milestone in China's technological advancement [1][19] Group 4: Stock Market Performance - The A-share market showed mixed performance, with the top five sectors by growth being industrial trade and comprehensive (+7.34%), non-ferrous metals (+6.55%), chemicals (+5.86%), national defense and military industry (+5.81%), and hardware equipment (+4.99%) [1][22] Group 5: Popular Concepts Tracking - The report identifies the top five popular concepts this week, with lithium battery electrolyte (+17.80%), Hainan Free Trade Port (+10.98%), 6G (+9.40%), RF and antennas (+9.27%), and power batteries (+8.78%) showing significant growth [2][25]

Core Viewpoint - Guangxun Technology's stock has shown significant growth this year, with a year-to-date increase of 37.45%, reflecting strong market interest and performance in the optical electronics sector [1][2]. Financial Performance - For the period from January to September 2025, Guangxun Technology achieved a revenue of 8.532 billion yuan, representing a year-on-year growth of 58.65%. The net profit attributable to shareholders was 719 million yuan, with a year-on-year increase of 54.95% [2]. - The company has distributed a total of 1.641 billion yuan in dividends since its A-share listing, with 537 million yuan distributed over the past three years [3]. Stock Market Activity - As of December 29, Guangxun Technology's stock price was 71.35 yuan per share, with a market capitalization of 57.556 billion yuan. The stock experienced a trading volume of 335 million yuan and a turnover rate of 0.61% [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) six times this year, with the most recent appearance on December 17, where it recorded a net buying of 1.09 billion yuan [1]. Shareholder Structure - As of September 30, 2025, Guangxun Technology had 147,300 shareholders, an increase of 13.14% from the previous period. The average number of circulating shares per shareholder was 5,292, a decrease of 10.88% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 14.3915 million shares, an increase of 4.0608 million shares from the previous period [3].

截至9月30日，通鼎互联股东户数8.38万，较上期增加4.17%；人均流通股14037股，较上期减少4.00%。 2025年1月-9月，通鼎互联实现营业收入24.46亿元，同比增长12.71%；归母净利润-6546.76万元，同比 减少906.66%。 今年以来通鼎互联已经3次登上龙虎榜，最近一次登上龙虎榜为12月19日，当日龙虎榜净买入1.79亿 元；买入总计3.25亿元 ，占总成交额比17.43%；卖出总计1.47亿元 ，占总成交额比7.85%。 资料显示，通鼎互联信息股份有限公司位于江苏省苏州市吴江区震泽镇八都经济开发区小平大道8号， 成立日期2001年2月7日，上市日期2010年10月21日，公司主营业务涉及光纤、通信光缆、通信电缆的研 发、生产和销售;信息安全系统、大数据采集与挖掘系统和SDN网络设备的软硬件研发、生产、销售和 服务。主营业务收入构成为：电力电缆46.66%，通信电缆28.83%，通信设备9.24%，安全业务7.91%， 光纤光缆5.73%，其他1.64%。 通鼎互联所属申万行业为：通信-通信设备-通信线缆及配套。所属概念板块包括：光纤光缆、光通信、 5G、长三角一体化、融资融券等。 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment, focusing on extracting investment value from significant events and analyzing industry chain companies [1] - The company is developing low-loss hollow-core optical fibers to support ultra-high-speed transmission, targeting the integration of air, space, and sea communication networks through low-orbit satellite routing and inter-satellite laser communication [1] - The company provides GB300 liquid cooling plates made from specialized materials and high-speed connector copper alloys, penetrating the AI server and smart terminal markets, positioning itself as a comprehensive supplier of cooling solutions [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 长江商报消息 ●长江商报记者 汪静 再次涨停，上市28年的老牌上市公司永鼎股份（600105.SH）成为近期市场关注的焦点。 光通信与可控核聚变概念加身，12月26日，永鼎股份股价创下25.88元/股的历史新高，较1月低点累计 上涨503%，最新市值378亿元。 长江商报记者注意到，永鼎股份并非在一夜之间成为市场焦点。经历祖孙三代人的开拓、守业、扩张， 如今，在家族第三代接班人莫思铭的带领下，从电缆到光缆再到产业上游的光芯片、前沿领域的高温超 导，这家公司正经历着从传统制造业到高科技前沿的深刻转型。 从"规模扩张"转向"技术引领"之路并不容易，永鼎股份正面临业绩与财务的双重挑战。 莫思铭依然坚定。永鼎股份的研发投入不放松，2021年至2025年前三季度研发费用累计超过10亿元规 模，加快推进技术的商业化落地。 从开拓到守业 转折发生在1980年。面对农村兴起的建房热潮和建材短缺的市场，顾云奎敏锐地将目光转向电线生产， 他用"拼命三郎"的精神，让作坊式的工厂蜕变为像模像样的"吴江电缆二厂"，此后，又凭借过人的目光 带领企业转向通信电缆，成为国内最早涉足该领域的乡 ...

Core Viewpoint - Huaqiao Technology's stock has shown significant volatility and growth in 2023, with a year-to-date increase of 89.65% and recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of December 26, Huaqiao Technology's stock price reached 81.74 yuan per share, with a trading volume of 25.97 billion yuan and a market capitalization of 821.90 billion yuan [1]. - The stock has experienced a 2.02% increase during the trading session on December 26, with a 3.25% turnover rate [1]. - Year-to-date, the stock has risen by 89.65%, with an 8.99% increase over the last five trading days and a 12.23% increase over the last 20 days, although it has declined by 16.32% over the last 60 days [1]. Group 2: Capital Flow - The net outflow of main capital was 2.61 billion yuan, with large orders showing a buy of 6.50 billion yuan (25.04% of total) and a sell of 7.38 billion yuan (28.43% of total) [1]. - On September 30, Huaqiao Technology appeared on the trading leaderboard with a net buy of -1.909 billion yuan, total buy of 8.67 billion yuan (7.74% of total trading volume), and total sell of 27.76 billion yuan (24.79% of total trading volume) [1]. Group 3: Company Overview - Huaqiao Technology, established on July 28, 1999, and listed on June 8, 2000, is located in Wuhan, Hubei Province, and specializes in laser technology and related products [2]. - The company's revenue composition includes 49.08% from optoelectronic devices, 25.46% from sensitive components, 21.97% from laser processing equipment, 2.77% from holographic film products, and 0.72% from leasing and other services [2]. - As of September 30, 2025, the company reported a revenue of 11.038 billion yuan, a year-on-year increase of 22.62%, and a net profit attributable to shareholders of 1.321 billion yuan, a year-on-year increase of 40.92% [2]. Group 4: Shareholder Information - Huaqiao Technology has distributed a total of 1.087 billion yuan in dividends since its A-share listing, with 0.452 billion yuan distributed in the last three years [3]. - As of September 30, 2025, the number of shareholders increased to 189,400, a rise of 101.14%, while the average circulating shares per person decreased by 50.28% to 5,306 shares [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 38.9396 million shares, a decrease of 7.8374 million shares from the previous period [3].