每经AI快讯，12月31日，CPO概念股午后下挫，赛微电子跌超9%，天孚通信、光库科技、东田微跌超 5%，剑桥科技、中际旭创、景旺电子纷纷下挫。 （文章来源：每日经济新闻） ...

12月31日，东田微盘中下跌2.66%，截至09:35，报160.52元/股，成交1.97亿元，换手率2.06%，总市值 128.54亿元。 分红方面，东田微A股上市后累计派现2000.00万元。 资金流向方面，主力资金净流出1464.96万元，特大单买入2052.69万元，占比10.43%，卖出1961.76万 元，占比9.97%；大单买入3975.27万元，占比20.20%，卖出5531.15万元，占比28.10%。 机构持仓方面，截止2025年9月30日，东田微十大流通股东中，富国创新科技混合A（002692）位居第 八大流通股东，持股75.00万股，为新进股东。华夏卓越成长混合A（024928）位居第九大流通股东，持 股64.22万股，为新进股东。华商致远回报混合A（024459）位居第十大流通股东，持股58.81万股，为 新进股东。华夏行业景气混合A（003567）退出十大流通股东之列。 东田微今年以来股价涨199.06%，近5个交易日跌3.41%，近20日涨31.64%，近60日涨71.88%。 今年以来东田微已经7次登上龙虎榜，最近一次登上龙虎榜为12月8日，当日龙虎榜净买入-3856.30万 ...

| 代码 | 股票名称 | 成交额(亿元) | 换手率 | 涨跌幅 | 所属热门题材 | | --- | --- | --- | --- | --- | --- | | 000547.SZ | 航天发展 | 216.2 | 42.53% | -3.13% | 商业航天、军工信息化、 卫星通信 | | 600118.SH | 中国卫星 | 198.7 | 18.69% | -1.91% | 商业航天、卫星制造 | | 300308.SZ | 中际旭创 | 164.6 | 2.36% | 2.27% | CPO概念、光模块、AI算 力、800G/1.6T | | 002202.SZ | 金风科技 | 144.4 | 20.37% | -6.74% | 风电设备、新能源、储 | | | | | | | 能、氢能源 | | 002050.SZ | 三花智控 | 141.3 | 7.63% | 9.99% | 新能源汽车热管理、人形 机器人、特斯拉链 | | 600879.SH | 航天电子 | 132.7 | 20.42% | 0.52% | 航天电子信息、无人系 统、卫星导航 | | 688256.SH | 寒武纪 ...

来源：新浪证券-红岸工作室 12月30日，兆龙互连跌0.21%，成交额3.02亿元，换手率2.20%，总市值167.18亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 1、根据2025年7月30日互动易：公司凭借在高速电缆领域的技术积累，已成为国际头部互联方案商在有 源电缆（AEC）领域的核心合作伙伴。 2、根据2025年5月29日投资者关系活动记录表：公司光产品涵盖光纤跳线、MPO/MTP预端接、LC光纤 连接器等。目前国内主要服务于金融系统（如银行）、高等院校、医疗、展馆等中高端项目；同时正进 一步拓展海外市场，逐步形成小批量业务阶段。 3、招股说明披露：公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业， 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易：公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案，包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 该股筹码平均交易成本为55.28元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近支撑位 52.97，注意支撑位处反弹，若跌破支撑位则可能 ...

Core Viewpoint - The fund "永赢睿信混合A" has rapidly increased its scale and performance, achieving a fund size close to 150 billion by the end of 2025 and a remarkable return of 93.34% in 2025 [3][10]. Fund Performance and Growth - The fund's scale grew significantly from 13.2 billion at the end of 2024 to nearly 150 billion by December 26, 2025, driven by strong performance and institutional investment [3][5]. - The fund's return rate for 2024 was 15.3%, slightly outperforming the benchmark and the CSI 300 index [10][13]. - The fund's turnover rate was approximately 800% in the past two reporting periods, indicating high trading activity [21][22]. Investor Composition - Institutional investors have significantly increased their holdings, reaching 85.9% by mid-2025, while individual investors hold only 14.05% [5][6]. - The number of individual account holders decreased from 1,336 in 2024 to 233,869 in mid-2025, reflecting a shift towards institutional investment [5]. Fund Management - The fund is managed by Gao Nan, who has a history of managing multiple funds, with mixed performance results in previous roles [8][10]. - Gao Nan's strategy involved increasing allocations in the pharmaceutical sector and reducing exposure to electronics, capitalizing on market trends [14][21]. Sector Allocation and Stock Performance - The fund's top holdings include leading stocks in the pharmaceutical and communication sectors, with significant gains in companies like 中际旭创 and 新易盛 [14][18]. - The fund also benefited from investments in the metals sector, with stocks like 紫金矿业 and 华锡有色 achieving over 100% growth [15][18]. Risk and Volatility - The fund has experienced a maximum drawdown of nearly 16% since its inception, indicating potential volatility [19]. - The concentration of holdings in popular stocks may lead to increased volatility and divergence in performance in the future [21].

Core Viewpoint - Changfei Fiber's stock price has experienced significant fluctuations, with a year-to-date increase of 303.08% but a recent decline of 6.02% over the past five trading days [1] Company Overview - Changfei Fiber Optic Cable Co., Ltd. is located in Wuhan, Hubei Province, and was established on May 31, 1988, with its listing date on July 20, 2018 [2] - The company focuses on the telecommunications industry, specializing in the research, innovation, and manufacturing of optical fiber preforms, optical fibers, and cables, forming a complete industrial chain [2] - The revenue composition includes optical transmission products (60.25%), optical interconnection components (22.61%), and others (17.13%) [2] Financial Performance - For the period from January to September 2025, Changfei Fiber achieved an operating income of 10.275 billion yuan, representing a year-on-year growth of 18.18%, while the net profit attributable to shareholders decreased by 18.02% to 470 million yuan [2] - The company has distributed a total of 2.129 billion yuan in dividends since its A-share listing, with 943 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 112.91% to 48,200, with an average of 0 circulating shares per person [2] - Notable shareholders include Debon Xinxing Value A, which is the sixth largest shareholder with 3.7323 million shares, and Hong Kong Central Clearing Limited, which is the seventh largest shareholder with 3.1874 million shares, having decreased its holdings by 2.7622 million shares [3]

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% ...

12月29日，沃格光电盘中上涨2.11%，截至10:15，报32.98元/股，成交1.27亿元，换手率1.75%，总市值 74.09亿元。 资金流向方面，主力资金净流出641.39万元，特大单买入0.00元，占比0.00%，卖出908.75万元，占比 7.13%；大单买入2534.24万元，占比19.89%，卖出2266.87万元，占比17.79%。 沃格光电今年以来股价涨30.61%，近5个交易日涨1.23%，近20日涨5.17%，近60日涨0.33%。 截至12月10日，沃格光电股东户数2.31万，较上期增加10.46%；人均流通股9729股，较上期减少 9.46%。2025年1月-9月，沃格光电实现营业收入19.00亿元，同比增长15.66%；归母净利润-6694.27万 元，同比减少35.45%。 分红方面，沃格光电A股上市后累计派现1.18亿元。近三年，累计派现2136.46万元。 机构持仓方面，截止2025年9月30日，沃格光电十大流通股东中，长城久嘉创新成长混合A（004666） 位居第五大流通股东，持股550.00万股，持股数量较上期不变。香港中央结算有限公司位居第八大流通 股东，持股191. ...

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].

Group 1 - The stock market experienced fluctuations, with the Shanghai Composite Index down by 0.19%, the Shenzhen Component Index up by 0.17%, and the ChiNext Index down by 0.15% at midday [1] - Over 3,900 stocks declined in the two markets, with a total trading volume of 1.45 trillion [1] Group 2 - The lithium battery industry chain is rapidly strengthening, with Tianji Co. achieving three consecutive trading limits in four days, alongside other stocks like Hongyuan Pharmaceutical and Yongxing Materials hitting trading limits [3] - The commercial aerospace concept remains active, with Shenjian Co. achieving seven consecutive trading limits and Jiuding New Materials achieving four consecutive trading limits [3] - The photovoltaic sector saw partial gains, with companies like GCL-Poly and Yijing Photovoltaic hitting trading limits [3] - The Hainan Free Trade Zone concept is performing well, with Hainan Development achieving five trading limits in six days [3] Group 3 - The paper printing sector is experiencing a downturn, with a decline of 1.71% at midday, and stocks like Jiangtian Technology dropping by 12.32% [3] - The computing hardware concept is underperforming, with Changguang Huaxin falling over 10% [3] - Other sectors such as electronic chemicals, CPO concepts, and cultivated diamonds are also following suit with declines over 1% [3] Group 4 - A successful satellite launch using the Long March 8A rocket took place, deploying 17 low-orbit satellite internet satellites into their designated orbits [3] - The main contract for lithium carbonate surged over 8% during the day, breaking through the 130,000 yuan mark, reaching a new high since November 2023 [3]