ID: 100104 EFFの原料 JANE TANE KEY TH 狙击龙虎榜 | 小林财联社 2026.03.01 19:51 早期日 【重点公司跟踪】 云南诸业：磷化铝是制作800G/1.6T光模块中光芯片的关键衬底材料。随着算力需求爆发，全球供需缺口预计高达70%，且供 给高度集中于美日企业（AXT、住友）,涨价趋势明确。全球光子学领导企业Coherent在2026年2月的财报中明确指出,磷化 姻的供需失衡至少将持续整个2026和2027年。花旗集团的分析师也认为2026—2027年磷化烟激光器供应将持续紧张，长期 协议已覆盖至2027年。云南猪业是国内少数能批量生产磷化银衬底的公司，产品已覆盖国内主流光模块/芯片厂商，占据"国 产替代"的有利身位。在"全球前三、国内第一"的行业格局中，具备极强的战略稀缺性。随着未来1.6T光模块向CPO（共封装 光学）技术演进，对上游高速率衬底材料的需求和要求进一步提升，公司作为国内衬底龙头，有望持续受益于这一技术迭代 趋势。 中曼石油：中曼石油是民营油气勘探龙头，构建了从装备制造到勘探开发的全产业链条，成本优势突出。目前中曼石油目前 已探明+评估的原油地质储量约1 ...

本次向特定对象发行股票募集资金总额预计不超过350,000万元（含350,000万元），在扣除发行费 用后实际募集资金净额将用于算力中心光连接及高速光传输产品生产建设项目、高速光互联及新兴光电 子技术研发项目、补充流动资金。 | 房号 | 项目名称 | 投资 总额 | 拟使用 事集资金额 | | --- | --- | --- | --- | | | 算力中心光连接及高速光传输产品生产建设项目 | 248,210.08 | 208,288.83 | | 2 | 高速光互联及新兴光电子技术研发项目 | 100,060.59 | 61,711.17 | | ਤੇ | 补充流动资金 | 80,000.00 | 80,000.00 | | | 合 计 | 428,270.67 | 350,000.00 | 中国经济网北京2月27日讯 光迅科技(002281.SZ)昨晚披露关于向特定对象发行股票申请获得深圳证 券交易所审核中心审核通过的公告称，公司于2026年2月26日收到深圳证券交易所出具的《关于武汉光 迅科技股份有限公司申请向特定对象发行股票的审核中心意见告知函》。深交所发行上市审核机构对公 司向特定对象发行股票的 ...

证券日报网讯2月26日，炬光科技发布2025年度业绩快报公告称，2025年度公司实现营业总收入 87999.93万元，同比增长41.93%。 ...

智通财经APP讯，炬光科技(688167.SH)披露2025年度业绩快报，公司实现营业总收入8.8亿元，同比增 长41.93%;归属于母公司所有者的净亏损4164.15万元;归属于母公司所有者的扣除非经常性损益的净亏损 7744.58万元。 尽管亏损同比收窄，报告期内公司整体仍处于亏损状态，主要系公司持续加大在光通信、消费电子、泛 半导体制程等高潜力领域的研发投入，聚焦核心技术突破与战略市场布局，全年总研发投入约1.7亿 元，同比增长约80%。公司实施多期限制性股票激励计划，确认了相应的股份支付费用约4,081万元。 根据业务发展情况，按照企业会计准则及相关会计政策，基于审慎性原则对各类资产进行全面检查与减 值测试，对存货等资产计提减值准备。2024年9月收购的Heptagon资产仍处于整合阶段，虽收入有所增 长，但作为新拓展业务，尚处在市场开拓期，仍未能完全覆盖人工成本及折旧摊销等运营成本，该业务 目前仍处于亏损状态。公司通过业务调整、资源整合及人员优化等措施，持续推进运营效率提升，产生 了相关一次性费用。 ...

炬光科技公告称，2025年公司实现营业总收入87,999.93万元，同比增长41.93%；归属于母公司所有者 的净利润-4,164.15万元，同比减亏13,326.80万元。亏损收窄得益于业务布局推进、产品结构优化、成本 下降等，不过公司仍亏损，主要因在高潜力领域研发投入增加、实施激励计划、资产减值等。期末总资 产306,161.87万元，较期初增长3.98%；归母所有者权益222,567.63万元，较期初增长5.39%。 ...

（文章来源：证券日报） 证券日报网讯 2月25日，长光华芯在互动平台回答投资者提问时表示，公司目前卫星激光通信相关产品 在研发阶段，与VCSEL和EML芯片是完全不同的要求和应用场景。 ...

春节假期，华工科技的产线满负荷运转，满载光模块的货车直奔花湖机场；中欧班列满 载货物从吴家山站驶出，开启马年新征程；城市街头，自动驾驶车队穿梭送福，无人机编队 夜间点亮两江四岸……外地游客感叹：武汉的年味儿都是满满科技味儿。 这个春节，武汉的忙碌指数与创新浓度双双拉满。这座城市正迎来多重机遇叠加的黄金 发展期，择高而立、向高而攀，努力在支点建设中当好龙头、走在前列。 定位跃升：从"国家任务"到"全球坐标" "公司联接业务订单已经排到2026年第四季度，AI高速光模块产线24小时满负荷运 转。"春节期间，华工科技光电子信息研创园（一期）厂房外，满载产品的货车即将驶向花 湖机场，发往全球AI应用一线。企业光模块业务负责人介绍，春节期间公司的武汉及泰国 两大生产基地全线运转。 满产高效交付与快速产能扩张背后，不仅是企业掌握的核心技术支撑，武汉都市圈内聚 集的激光器、光学无源件等配套产业，让华工科技得以构建起全链条研发、生产制造体系。 如今的武汉，聚全球要素，也供应全球。 可以说，武汉"走在前"的速度与质量，直接决定着湖北高质量发展的成色；武汉"当标 杆"的辐射力、带动力，事关中部地区崛起的整体进程。 机遇叠加：武汉 ...

Core Viewpoint - The passing of Professor Zhou Bingkun, a pioneer in laser and optoelectronics in China, represents a significant loss for Tsinghua University and the broader field of laser and optoelectronics in the country [5]. Group 1: Contributions to Science and Education - Zhou Bingkun was instrumental in establishing the laser research group at Tsinghua University in 1962, leading to the creation of the laser (optoelectronics) discipline and the development of solid-state lasers and their applications [3]. - He was the first to develop high-efficiency, long-lifetime, narrow-linewidth, and frequency-stable semiconductor laser-pumped solid-state lasers, opening new avenues in solid-state laser technology [3]. - Zhou's research in optoelectronics led to significant advancements, including crystal fiber growth, fiber amplifiers, wavelength division multiplexing, and time division multiplexing in optical communication, earning him multiple national awards [3]. Group 2: Educational Impact - Zhou Bingkun authored the textbook "Principles of Laser" in 1980, which became a classic in the field and has been revised to the seventh edition, nurturing generations of talent in optics and optoelectronics [4]. - His students have become leaders in the field, reflecting his commitment to education and mentorship [4]. - Zhou encouraged young scholars to find their research direction, embrace challenges, and seize opportunities, embodying his own life philosophy [4]. Group 3: Legacy and Recognition - Zhou Bingkun held numerous prestigious positions, including President of the Chinese Optical Society and Vice President of the International Optical Society, contributing to the governance of scientific research in China [2]. - He was elected as an academician of the Chinese Academy of Sciences in 1991 and received various honors for his contributions to science and technology [2][3]. - His life and work exemplified the spirit of Tsinghua University, characterized by self-improvement and moral integrity, earning him deep respect and admiration from colleagues and students [4].

Group 1 - The core viewpoint of the article is that Jufei Optoelectronics (300303) considers its optical communication business as an important strategic layout for the future, although its current financial contribution is relatively small within the overall company structure [1] Group 2 - The company responded to investor inquiries on its interactive platform regarding the significance of the optical communication sector [1] - The current financial contribution of the optical communication business to the company's overall performance is minimal [1]

Group 1 - The core point of the article highlights the recent stock performance of Dekoli, which saw a decline of 5.15%, trading at 169.39 yuan per share with a total market capitalization of 26.812 billion yuan [1] - Dekoli, established on January 31, 2000, and listed on August 9, 2022, specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems, primarily serving key national development areas such as communication trunk transmission and 5G applications [1] - The revenue composition of Dekoli's main business includes 75.33% from transmission-related products, 23.54% from access and data-related products, and 1.13% from other sources [1] Group 2 - Among Dekoli's top circulating shareholders, a fund under AVIC Fund has increased its holdings, acquiring an additional 4.2764 million shares, bringing its total to 5.6445 million shares, which represents 3.57% of the circulating shares [2] - The AVIC Opportunity Leading Mixed Fund A, established on August 10, 2023, has a current scale of 2.475 billion yuan, with a year-to-date return of 3.28% and a one-year return of 180.48%, ranking 3rd out of 8127 in its category [2] - The fund manager, Han Hao, has a tenure of 8 years and 61 days, with the fund's total assets amounting to 16.403 billion yuan, achieving a best return of 271.34% during his management [3]