每日经济新闻 每经AI快讯，11月26日，共封装光学(CPO)板块短线拉升，赛微电子涨超10%，中富电路、光库科技、 联特科技、腾景科技、凌云光等跟涨。 ...

截至11月25日收盘，铜缆高速连接概念上涨2.83%，位居概念板块涨幅第9，板块内，39股上涨，长飞 光纤、汇绿生态等涨停，长芯博创、太辰光、通宇通讯等涨幅居前，分别上涨13.87%、9.20%、 7.04%。跌幅居前的有华丰科技、中航光电、创益通等，分别下跌2.68%、0.82%、0.79%。 | 002792 | 通宇通 | 7.04 | 19.30 | 12225.50 | 9.78 | | --- | --- | --- | --- | --- | --- | | | 讯 | | | | | | 600577 | 精达股 | 2.53 | 4.38 | 2852.77 | 2.97 | | | 份 | | | | | | 000818 | 航锦科 | 1.22 | 2.20 | 2140.76 | 7.10 | | | 技 | | | | | | 600522 | 中天科 技 | 0.64 | 1.65 | 2085.26 | 2.33 | | 605277 | 新亚电 子 | 3.12 | 2.09 | 728.12 | 4.94 | | | 凯旺科 | | 3.66 | | | | 301182 ...

（文章来源：证券时报网） 截至11月25日收盘，赛马概念上涨2.98%，位居概念板块涨幅第7，板块内，5股上涨，新华都涨停，珠 江钢琴、中牧股份、中体产业等涨幅居前，分别上涨3.17%、0.65%、0.59%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 4.52 | 中船系 | -0.95 | | 共封装光学(CPO) | 3.62 | 兵装重组概念 | -0.36 | | 光纤概念 | 3.61 | 养鸡 | -0.36 | | 金属铅 | 3.17 | 国产航母 | -0.32 | | 海南自贸区 | 3.13 | 猪肉 | -0.03 | | 金属锌 | 3.07 | 中韩自贸区 | 0.09 | | 赛马概念 | 2.98 | 可燃冰 | 0.13 | | WiFi 6 | 2.84 | 预制菜 | 0.14 | | 铜缆高速连接 | 2.83 | 同花顺中特估100 | 0.15 | | 福建自贸区 | 2.82 | 超级品牌 | 0.16 | 资金面上看，今日赛马概念板块获主 ...

截至11月25日收盘，兵装重组概念下跌0.36%，位居概念板块跌幅榜前列，板块内，湖南天雁、建设工 业、东安动力等跌幅居前，股价上涨的有2只，涨幅居前的有华强科技、长安汽车等，分别上涨 0.67%、0.17%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 4.52 | 中船系 | -0.95 | | 共封装光学(CPO) | 3.62 | 兵装重组概念 | -0.36 | | 光纤概念 | 3.61 | 养鸡 | -0.36 | | 金属铅 | 3.17 | 国产航母 | -0.32 | | 海南自贸区 | 3.13 | 猪肉 | -0.03 | | 金属锌 | 3.07 | 中韩自贸区 | 0.09 | | 赛马概念 | 2.98 | 可燃冰 | 0.13 | | WiFi 6 | 2.84 | 预制菜 | 0.14 | | 铜缆高速连接 | 2.83 | 同花顺中特估100 | 0.15 | | 福建自贸区 | 2.82 | 超级品牌 | 0.16 | 资金面上看，今日兵装重组概念板块 ...

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing fluctuations in stock performance, with a recent decline of 4.67% and a market capitalization of 14.472 billion yuan. The company is positioned in the optical communication and data center sectors, benefiting from advancements in optical chip integration and 5G technology [1][4]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, development, production, and sales of optical communication transceiver modules. Its revenue composition includes 92.72% from optical modules of 10G and above, 5.57% from below 10G modules, and 1.71% from material sales and leasing [7]. Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. It is currently working on 800G optical modules and technologies required for next-generation products, including NPO and CPO [2][3]. - The primary application markets for the company's optical modules include data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 847 million yuan, representing a year-on-year growth of 31.75%. The net profit attributable to the parent company was 81.796 million yuan, also reflecting a growth of 31.39% [8]. - As of September 30, 2025, the company had a shareholder base of 24,900, with an increase of 7.14% from the previous period [8]. International Exposure - The company benefits from a significant international revenue share, with 89.07% of its revenue coming from overseas markets, positively impacted by the depreciation of the Chinese yuan [3]. Investment and Shareholder Dynamics - The company has distributed a total of 46.852 million yuan in dividends since its A-share listing. The top ten circulating shareholders include significant institutional investors, indicating a diverse ownership structure [9].

11月20日，A股CPO（共封装光学）概念开盘迎来强势拉升，腾景科技（688195.SH）涨超10%，中际旭 创（300308.SZ）、胜宏科技（300476.SZ）、新易盛(300502.SZ)涨超4%，方正科技（600601.SH）、生 益电子（688183.SH）等个股同步跟涨。 国盛证券最新研报表示，海外云厂商资本开支再度上修，需求持续旺盛。光模块行业正迎来"量价齐 增"发展局面。1.6T光模块零售价格大幅上涨；800G及以下产品需求旺盛且覆盖范围广，降价速度明显 减缓，呈现企稳态势。这一现象源于供需两端的多重因素共振：需求侧，全球云厂商资本开支持续上 修，算力建设需求旺盛；供给侧，技术迭代加速，头部厂商积极扩产满足增长需求。随着全球算力投资 规模不断扩大、技术迭代持续加速，光通信产业链将维持高景气度。 | 共封装光学(CPO) | | | | | --- | --- | --- | --- | | | 886033.TI | | | | 名称代码 | 最新价 | 涨跌幅 → | 涨跌额 ▶ | | (共封装光学(CPO) | 3330.793 | 1.87% | 61.112 | | 腾景科技 | ...

4、公司的光模块低功耗设计技术，通过独特的电路设计和算法优化，显著降低光模块产品功耗，在 5G 通信和数据中心应用领域具有突出优势。公司产品是数据中心和 5G 通信应用领域的上游关键部件 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 ...

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing a decline in stock price and trading volume, while its core business in optical communication modules shows significant growth potential due to advancements in technology and market demand. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, production, and sales of optical communication transceiver modules, with 92.72% of its revenue coming from 10G and above optical modules [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 847 million yuan, representing a year-on-year growth of 31.75%. The net profit attributable to shareholders was 81.8 million yuan, also reflecting a year-on-year increase of 31.39% [8]. Market Position and Trends - The optical module market is experiencing rapid growth, particularly in the data communication sector, which has surpassed the telecommunications market to become the largest segment. The demand for optical modules in 5G construction is expected to significantly boost the telecommunications market [2]. Technology and Product Development - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. It is currently working on 800G optical modules and technologies required for next-generation products [2][3]. International Revenue Impact - As of the 2024 annual report, the company's overseas revenue accounted for 89.07%, benefiting from the depreciation of the Chinese yuan [2]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased to 24,900, with an average of 2,725 shares held per person, a decrease of 6.66% from the previous period. The stock has seen a net outflow of 21.9 million yuan from major investors, indicating a lack of strong control over the stock [5][8].

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., specializes in the research, production, and sales of optical communication transceiver modules, with a significant focus on high-speed optical modules and technologies related to 5G and data centers [7]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company primarily generates revenue from optical modules, with 92.72% from modules of 10G and above, 5.57% from modules below 10G, and 1.71% from material sales and leasing [7]. - As of September 30, 2025, the company reported a revenue of 847 million yuan, representing a year-on-year growth of 31.75%, and a net profit attributable to shareholders of 81.8 million yuan, also showing a growth of 31.39% [8]. Market Position and Trends - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. It is currently working on 800G optical modules and technologies required for next-generation products [2]. - The optical module market is experiencing rapid growth, particularly in the data communication sector, which has surpassed the telecommunications market to become the largest market for optical modules. The demand for optical modules in the telecommunications sector is expected to increase significantly due to 5G construction [2][3]. Financial Performance - The company's overseas revenue accounts for 89.07% of its total revenue, benefiting from the depreciation of the Renminbi [3]. - The average trading cost of the company's shares is 114.44 yuan, with the stock price currently near a resistance level of 108.00 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 24,900, with an average of 2,725 shares held per person, a decrease of 6.66% from the previous period [8]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fourth largest shareholder, increasing its holdings by 533,300 shares [9].

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., specializes in the research, production, and sales of optical communication transceiver modules, with a significant focus on 5G and data center applications. The company has shown strong revenue growth and benefits from the depreciation of the Renminbi. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company primarily generates revenue from optical modules, with 92.72% from modules of 10G and above, 5.57% from modules below 10G, and 1.71% from material sales and leasing [7]. - As of September 30, 2025, the company had 24,900 shareholders, an increase of 7.14% from the previous period, with an average of 2,725 circulating shares per person, a decrease of 6.66% [8]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 847 million yuan, representing a year-on-year growth of 31.75%. The net profit attributable to the parent company was 81.8 million yuan, also reflecting a year-on-year increase of 31.39% [8]. Market Position and Trends - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production. Its products are essential components in data centers and 5G communication applications [2][3]. - The optical module market is experiencing rapid growth, particularly in the data communication sector, which has surpassed the telecommunications market to become the largest market for optical modules. The demand for optical modules in telecommunications is expected to surge due to 5G construction [2]. Technological Advancements - The company has implemented low-power design technology for its optical modules, significantly reducing power consumption through unique circuit design and algorithm optimization, providing a competitive advantage in 5G and data center applications [3]. Shareholder and Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the fourth largest shareholder, increasing its holdings by 533,300 shares. New institutional shareholders include Yongying Technology Driven A, while Southern CSI 1000 ETF reduced its holdings [9].