作为国民经济的"稳定器""压舱石"，央企控股上市公司长期以来发挥着引领者、破局者的作用。其中， 科技型央企更是在维护国家重大事项安全、推动经济纵深发展等方面扮演着重要的角色。 近日，"我是股东——走进央企控股上市公司专项投关活动"在上海证券交易所中部基地（武汉）举行。 来自长飞光纤、烽火通信、华强科技等3家科技型上市公司的高管，围绕"价值与投资——书写强国建设 新答卷"主题，与投资者分享了企业科技创新及发展战略的新进展、新规划。 新一轮国企改革强调，要发挥好国企特别是央企的引领作用，在科技自立自强上展现新作为。与会高管 一致认为，企业作为创新主体，在强国建设中要有"主人翁"精神，以产学研结合、机制优化等激发企业 科技创新活力，持续为强国建设助力。 推进科技自立自强成果丰硕 本次活动得到了中国证券投资基金业协会的大力支持，中基协组织不少基金公司代表与上市公司进行了 互动交流。专业的机构投资者积极参与上市公司治理，也为助力上市公司高质量发展增添了新动力。 作为科技创新的"排头兵"，央企持续加大研发投入，攻克并掌握了众多核心技术，为关键产业领域的强 链补链延链注入强劲动力。 "经过35年的发展，以长飞光纤为代表的一 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 8月12日早盘，A股三大指数高开高走。盘面上，光模块CPO、医疗器械、煤炭开采、GPU等概念 板块盘中大幅活跃。近期热度较高的云计算50ETF（516630）涨超0.5%，持仓股中，神州泰岳、曙光数 创、新易盛、中际旭创等领涨。 中信证券指出，2025Q2，科技巨头整体经营状况均显著好于市场此前偏谨慎的预期，云业务增速 上行势头亦更加显著，同时随着AI应用渗透率提升，算力需求大于供给的趋势延续，叠加美国税收改 革法案"大而美"法案带来的自由现金流增量，共同推动2025年整体资本性支出（CAPEX）指引上修， 对于2026年CAPEX的展望也更加积极，该机构估算2025/2026年全球AI CAPEX规模同比增速分别为 +64%/50%。 北美云厂商资本开支持续扩张，显示AI算力需求强劲，国产算力产业链有望深度受益于海外映 ...

12日早盘，光模块等AI硬件继续领涨，创业板人工智能逆市活跃。截至发稿，光库科技复牌后20CM一字涨停，协创数据涨超5%，新易盛、 天孚通信、奥飞数据、中际旭创等逆市飘红。热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）逆市涨逾 1%冲击前高，实时成交额超7700万元。 中信证券表示，2025年下半年AI主线创新继续，带动产业链上下游落地提速，景气创新方向频出，驱动行业加速成长，建议继续重点布局"AI 主线"，看好AI应用及算力板块机遇。兴业证券指出，从滚动收益差、成交占比、拥挤度等指标来看，AI板块尚未来到过热区间，AI行情有望 向更多AI+领域扩散。 把握算力+应用核心机会，建议重点关注全市场首只的创业板人工智能ETF华宝（159363）及场外联接（A类023407、C类023408），标的指 数约七成仓位布局算力，三成仓位布局AI应用，高效地捕捉AI主题行情，并且重点布局光模块龙头"易中天"，兼顾IDC算力租赁、云计算等热 门赛道。 数据来源：沪深交易所等。注："全市场首只"是指首只跟踪创业板人工智能指数的ETF。截至2025.8.7，创业板人工智能ETF华宝最新规模 ...

8月12日，新易盛盘中上涨5.18%，截至10:04，报202.88元/股，成交37.66亿元，换手率2.15%，总市值 2016.05亿元。 截至3月31日，新易盛股东户数11.81万，人均流通股5337股。 2025年1月-3月，新易盛实现营业收入40.52亿元，同比增长264.13%；归属净利润15.73亿元，同比增长 384.54%。 资料显示，成都新易盛通信技术股份有限公司位于中国(四川)自由贸易试验区成都市双流区黄甲街道物 联大道510号，公司是一家专注于研发、生产和销售多种类的高性能光模块和光器件的公司，产品广泛 应用于数据中心、电信网络、安全监控以及智能电网等ICT行业。公司拥有3000多种产品，已服务于来 自全球60多个国家和地区的超过300个客户，目前拥有1100多名员工。 ...

0:00 源杰科技副总经理程硕日前做客《沪市汇·硬科硬客》第二季第5期节目"光芯片中国算力新'燃点'"时指 出，光通信产业链涵盖设备端与模块端，中国企业在各个环节所占份额已超半数。近两年来，中国光芯 片在人才、技术以及产业规模等方面已进入爆发阶段，完全具备参与全球竞争的能力。（中经记者 罗 辑 北京报道） ...

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Group 1 - The company plans to acquire 100% equity of Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. through a combination of issuing shares, convertible bonds, and cash payments to six counterparties [1][2] - The acquisition aims to enhance the company's product and technology layout, establish a more complete product matrix, and strengthen its position in the optical communication industry [2] - The transaction is expected to increase the company's total assets and net assets, and will not change the actual control of the listed company [2] Group 2 - The company's stock was suspended from trading on July 29, with a pre-suspension price of 55.07 yuan per share, giving it a market capitalization of approximately 13.7 billion yuan [3] - The company forecasts a net profit attributable to shareholders of 48.56 million to 54.63 million yuan for the first half of 2025, representing a year-on-year growth of 60% to 80% [3] - The significant profit increase is attributed to revenue growth driven by technological innovation, new product launches, and the development of new domestic and international customers [3]

Group 1 - The overall industry sentiment shows an upward trend in sectors such as steel, electric equipment, electronics, food and beverage, environmental protection, and retail, while sectors like oil and petrochemicals, machinery, light manufacturing, home appliances, automotive, banking, real estate, and public utilities are experiencing a downward trend [3][22] - As of August 10, 2025, notable industry data includes: automotive semi-steel tire operating rate at 74.35%, down 0.1% month-on-month; machinery equipment price index at 125.17 points, down 0.11% month-on-month; electric equipment Topcon component price at 0.7 yuan/watt, up 4.2% month-on-month; transportation with Suzhou subway passenger volume at 2.156 million, up 27.57% month-on-month; light manufacturing white cardboard price at 4010 yuan/ton, down 2.43% month-on-month [3][23][24] Group 2 - Insurance capital is increasingly allocating to equity, with banks and high-dividend sectors being core beneficiaries. By the end of Q1 2025, life and property insurance companies had invested a total of 2.82 trillion yuan in the stock market, a year-on-year increase of 44.5% [5] - The potential for insurance capital to increase its allocation to bank stocks remains significant, with estimated incremental funds of 140.4 billion yuan and 73.7 billion yuan for bank stocks in 2025, assuming 25% of new premium income is directed to the A-share market [5] Group 3 - The report on Shiyao Group indicates a revenue of 7.015 billion yuan in Q1 2025, a year-on-year decrease of 21.9%, with a net profit of 1.495 billion yuan, down 8.3%. The decrease in revenue is primarily due to the impact of price adjustments and centralized procurement policies [8][28] - The core pipeline SYS6010 (EGFRADC) shows strong potential for authorization, having started its first phase III clinical trial in March 2025, targeting patients with EGFR mutation non-small cell lung cancer [8][28] Group 4 - Shenzhen Airport's operational data shows a significant recovery, with 221,000 aircraft movements in the first half of 2025, a year-on-year increase of 7.2%, and a passenger throughput of 32.57 million, up 10.9% year-on-year [19][30] - The airport's non-aeronautical business is diversifying, with advertising revenue expected to increase as passenger traffic grows, and the new cargo station is anticipated to boost international cargo volume [19][31] Group 5 - Beiding Co. reported a revenue of 430 million yuan in the first half of 2025, a year-on-year increase of 34%, with a net profit of 56 million yuan, up 75% year-on-year. The company benefited significantly from domestic subsidies and the "old-for-new" replacement policy [10][36] - The company's gross margin improved to 49.7% in the first half of 2025, driven by high-margin products, with a notable increase in sales from new product lines [10][36]

Core Viewpoint - Guangku Technology plans to acquire 100% equity of Suzhou Anjie Xun Optoelectronics, aiming to enhance its product and technology layout in the optical communication sector [1][7]. Group 1: Acquisition Details - The acquisition will be executed through issuing shares, convertible bonds, and cash payments to six parties, including Zhang Guanming and Suzhou Xunuo Investment Partnership [3][4]. - The company intends to raise matching funds by issuing shares to no more than 35 specific investors [3][4]. Group 2: Strategic Rationale - The acquisition is expected to strengthen Guangku Technology's position in the optical communication industry, allowing for a more comprehensive product matrix and improved manufacturing capabilities [7]. - Anjie Xun Optoelectronics specializes in optical passive devices, which aligns with Guangku Technology's focus, creating potential synergies in technology, production processes, and customer bases [7]. Group 3: Financial Overview - As of the end of 2024, Anjie Xun Optoelectronics is projected to have total assets of 431 million yuan, with expected revenue of 509 million yuan and a net profit of 105 million yuan [8]. - Guangku Technology's stock was priced at 55.07 yuan per share, with a total market capitalization of 13.7 billion yuan as of July 28 [10].

Core Insights - The article highlights the significant growth and market position of Zhongji Xuchuang, a leading company in the optical module sector, which has surpassed a market capitalization of 200 billion yuan due to the AI data center concept [1][2] - The company has successfully navigated market challenges, including geopolitical risks and industry cycle fluctuations, by enhancing investor relations and communication strategies [2][5] Company Overview - Zhongji Xuchuang has established itself as a global leader in the optical module industry, particularly after achieving breakthroughs in 800G optical module technology [2] - The company has maintained a high standard of information disclosure, receiving the highest rating of "A" from the Shenzhen Stock Exchange for seven consecutive years [2] Investor Relations Strategy - The company has implemented a "high-frequency communication" model to address investor concerns, organizing timely conference calls to explain industry demands and risk management strategies [2][4] - In 2023, the company conducted 228 roadshows and handled an average of 3.6 investor inquiries daily, showcasing its commitment to investor education and engagement [4] Communication and Transparency - The company emphasizes the importance of clear and transparent communication, aiming to help investors build rational judgment frameworks regarding market conditions [5] - Plans to enhance disclosure quality include optimizing the granularity of reports and utilizing visual aids to improve the reading experience for global investors [5] Industry Engagement - Zhongji Xuchuang actively participates in industry events, such as the annual "Walk into Listed Companies" event during the Shenzhen Optical Communication Industry Exhibition, to foster direct communication between investors and company executives [4] - The company is involved in industry governance and collaboration, contributing to training and sharing best practices in investor relations [5][6]