1H25业绩符合预期，外销占比持续增长。近日，公司发布2025年中报。 2025年上半年公司实现营收 8.28亿元，同增62.49%，实现归母净利润1.73 亿元，同增118.02%；2Q25实现营收4.58亿元，同增 59.80%，环增23.58%，实现归母净利润0.94亿元，同增96.77%，环增18.42%。利润率方面，1H25 公司 实现毛利率38.94%，同增7.11pcts，实现净利率21.27%，同增5.44pcts 2Q25实现毛利率36.39%，同增 3.84Pcts，实现净利率20.71%，同增 3.81pcts。收入结构方面，公司光器件产品增速较快，同时海外业 务增速及占比持续增长，1H25国外地区实现营收4.06亿，同增60.24%，占收比同增 7.36pcts至80.27%。 公司需求持续向好，收入高增，海外业务占比持续提升。 行业景气度较高，MPO+CPO紧密布局：公司是全球最大的光密集连接产品制造商之一，部分无源光器 件产品（如MTP/MPO高密度光纤连接器、光柔性板）的技术水平在细分行业中处于领先地位，产品广 泛应用于全球范围内的大型数据中心、电信网络等建设。公司深耕中高端市场 ...

2025.08. 22 本文字数：919，阅读时长大约2分钟 作者 | 一财资讯 8月22日，沪指一举突破3800点，科创50指数突破1200点。截至收盘，沪指涨1.45%，深成指涨 2.07%，创业板指涨3.36%，科创50指数涨8.59%。 | 序号 代码 | 现价 | | --- | --- | | 1 000001 上证指数 | 3825.76c 54.66 1.45% | | 2 399001 深证成指 | 12166.06c 246.30 2.07% | | 3 | 899050 北证50 | | ব 881001 万得全A | 6060.82c 97.83 1.64% | | 5 000688 科创50 | 1247.86c 98.71 8.59% | | 6 399006 创业板指 | 2682.55c 87.09 3.36% | | 7 | 4378.00c 89.93 2.10% | 沪深两市全天成交额2.55万亿，较上个交易日放量逾千亿。 个股涨多跌少，全市场超2800只个股上涨。 盘面上看，半导体、教育、证券、CPO、AI手机等板块涨幅居前，燃气、养殖业、银行、机场航运 等板块跌幅居前 ...

Group 1 - The Shanghai Composite Index broke through the 3800-point mark, with an increase of 0.8%, while the Sci-Tech 50 surged by 5.25%, reaching a nearly three-and-a-half-year high [1] - The semiconductor industry chain experienced a significant rally, with Cambrian Technologies rising by 18% to a new high, and strong rebounds in AI hardware [1] - The Tianhong CSI Chip Industry ETF Connect saw a surge of 8%, with a cumulative increase of 35.36% since April 9 [1] Group 2 - The Tianhong CSI Artificial Intelligence Theme Index, tracking the CSI Artificial Intelligence Index, recorded a gain of 6.19% [1] - The Tianhong Sci-Tech Index Enhanced Fund, which tracks the Sci-Tech Composite Index, rose by 4.76%, with a cumulative increase of 45.17% since April 8 [1] - The Tianhong ChiNext ETF Connect, tracking the ChiNext Index, achieved a cumulative increase of 47.3% since April 8 [1] Group 3 - Financial analysts at Caixin Securities maintain a positive outlook for the market, expecting a strong performance in the context of a mild recovery in the domestic economy, continuous policy support, and stable overseas trade [2] - Investors are encouraged to utilize low-fee, straightforward index funds to capitalize on market opportunities, available on platforms like Ant Wealth, Tian Tian Fund, and JD Finance [2]

⭐星标华尔街见闻，好内容不错过 ⭐ 本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 觉得好看，请点"在看" | W | | 上证指数(000001) | | | | --- | --- | --- | --- | --- | | | | 08-22 13:14:30 | | | | 3801.14 | | 昨收 | 3771.10 | 成交额 7106.62亿 | | +30.04 | +0.80% | 六十 | 3772.28 | 成交量 442.32亿 | | 上涨 | 978 | | 59 | 下跌 1287 | | 最高价 | 3801.14 | 而留率 | 16.3 | 近20日 5.77% | | 最低价 | 3772.28 | 市净率 | 1.49 | 今年来 13.41% | | 分时 | モ日 | EK | 周Ｋ 月Ｋ | 明る | | 叠加 | | | | 成交 | | 3801.14 | | | 0.80% | 13:14 3800.07 2.36亿 | | | | AW | | 13:14 3800.11 2.45亿 | | | | | | 13 ...

21日开放式基金净值增长排名前10的基金分别是：汇添富双鑫添利债券D、平安港股通医疗创新精选混合A、平安港股通医疗创新精选混合C、嘉实中证港 股通创新药ETF、万家中证港股通创新药ETF、港股通创新药ETF工银、广发中证香港创新药(QDII-ETF)、景顺长城中证港股通创新药ETF、招商景气优选股 一顿操作猛如虎，目前已有28402只基金更新净值，谁是基金中的王者，谁又垫底，请看数据： 票A、汇添富国证港股通创新药ETF。 【备注：汇添富双鑫添利债券D净值变化比较大，但汇添富双鑫添利债券A/C今天净值变化不大，从公告看，这个基金净值重新估值导致的涨幅，并不是基 金运营实际产生的收益。详见《汇添富双鑫添利债券型证券投资基金D类份额基金产品资料概要》；平安港股通医疗创新精选混合A/C属于新基金，基金成 立日期是06-12，现在当然是没有十大持仓公示，也无法得知持股风格，只知道是创新药方向；嘉实中证港股通创新药ETF也是新基金，基金成立日期是07- 30，情况与上一家很像，这里注意看了，近期不少创新药的新基金发行】 写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述， ...

证券日报网讯太辰光（300570）8月21日发布公告，在公司回答调研者提问时表示，近年来，公司围绕 CPO展开研发布局，目前已在CPO相关无源产品研发方面开展工作。在光柔性板领域，公司保持原有领 先地位，不断优化技术、提升优势。对于FAU，公司就高芯数、高标准的客户需求，开展研发。保偏 MPO/FAU的技术与产品开发也在持续改善。 ...

今日A股市场全天震荡调整，三大指数涨跌不一。 沪深两市全天成交额2.42万亿，较上个交易日放量158亿 ，成交额连续7个交易日超2万亿。 盘面上，市场热点较为杂乱， 个股跌多涨少，全市场超3000只个股下跌 。从板块来看，数字货币概念股集体大涨，御银股份等多股涨停。油气股表 现活跃，准油股份涨停。银行股逆势走强，农业银行、邮储银行双双创历史新高。下跌方面，高位股集体大跌，飞龙股份等多股跌停。 板块方面，油气、数字货币、美容护理、银行等板块涨幅居前，稀土永磁、PEEK材料、液冷服务器、CPO等板块跌幅居前。 截至收盘，沪指涨0.13%，深成指跌0.06%，创业板指跌0.47%。 50 100 0 封板率 61.00% 封板 43 触及 27 昨涨停今表现 -1.23% 高开率 71% 获利率 36% 下载财联社APP获取更多资讯 准确 快速 权威 专业 实时盯盘 7x24h电报 今日预测量能: 2.42万亿 | +158亿 涨停表现 头条新闻 VIP资讯 ...

证券代码：300570 证券简称：太辰光 深圳太辰光通信股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 投资者交流会 | | 参与单位名称及 | 详见附件清单 1：投资者交流会参会名单 | | 人员姓名 | | | 时间 | 2025 年 8 月 20 日 15:00-16:30 | | 地点 | 广东省深圳市坪山区锦绣中路 8 号太辰光通信科技园 | | 上市公司接待人 | 董事长：张致民先生； | | 员姓名 | 总经理、董事、财务总监：张艺明先生； | | | 副总经理、董事、技术总监：肖湘杰先生； | | | 董事会秘书、海外市场部经理：蔡波女士； | | | 监事会主席、助理技术总监、技术开发部经理、光栅部经理： | | | 侯丹先生。 | | | 一、董事长张致民先生致欢迎辞 二、问答及交流 | | 投资者关系活动 | 问题 1：公司各业务结构情况 | | 主要内容介绍 | 答：公司 ...

Group 1: Consumer Electronics Sector - The consumer electronics sector saw a collective rise, with Kosen Technology (603626) hitting its fourth consecutive daily limit up [1][4] - Other companies in the sector, such as Huaying Technology and Chaoyang Technology, also reached their daily limit up [4] Group 2: Brokerage Sector - The brokerage sector experienced a midday surge, with Harbin Investment Co. rising over 8% before retreating, while Guojin Securities increased by over 4% [3] Group 3: Wine Industry - The wine sector continued its strong performance, with companies like Jiu Gui Jiu hitting the daily limit up, and others such as Shede Liquor and Gujing Gong Jiu also seeing gains [7] - Citic Securities reported that the wine industry is rapidly bottoming out, with leading companies likely to benefit from current adjustments in channel structures [7] Group 4: Photovoltaic Sector - The photovoltaic sector showed strong performance at the market open, with companies like Yamaton quickly hitting the daily limit up [8] - A meeting held on August 19 by the Ministry of Industry and Information Technology focused on regulating the photovoltaic industry, aiming to curb low-price competition and manage project investments [8][9] - The National Bureau of Statistics reported a 0.2% month-on-month decline in the Producer Price Index (PPI) for July, with the price drop for photovoltaic equipment narrowing by 0.8% compared to the previous month [8] Group 5: Oriental Selection - Oriental Selection's stock rebounded significantly after a sharp decline due to rumors about its CEO, with the stock rising over 11% after a previous drop of 20.89% [10][12] - The company issued a statement denying the rumors and clarified that its average commission rate is below 20%, contrary to claims of over 30% [12]

Market Strategy - The market experienced a pullback after a rise, with the liquor sector rebounding [7] - The overall A-share market saw a slight decline, with the Shanghai Composite Index down 0.02% and the ChiNext Index down 0.17% [7][8] - Small and micro-cap stocks outperformed larger stocks, with the North Star 50 Index increasing by 1.27% [7] Economic Insights - From January to July, the national general public budget revenue grew by 0.1% year-on-year, with tax revenue declining by 0.3% [14][15] - The People's Bank of China conducted a 7-day reverse repurchase operation of 580.3 billion yuan, indicating a net injection of 465.7 billion yuan into the market [18][19] Industry Dynamics - The National Radio and Television Administration encourages the broadcasting of micro-short dramas and the introduction of excellent foreign programs [25] - In July 2025, China's gaming market revenue grew by 4.62% year-on-year, with self-developed games' overseas revenue increasing by 6.76% [27][28] Company Tracking - For Hebang Bio (603077.SH), the methionine business saw explosive growth, with the company achieving a revenue of 3.921 billion yuan in the first half of 2025 [29][30] - Xinda Co., Ltd. (603086.SH) reported a revenue of 1.423 billion yuan, a year-on-year increase of 11.82%, driven by a recovery in the pesticide market [32][33]