Core Viewpoint - O-Film is expanding its product applications into the medical field, leveraging its advantages in optical and optoelectronic technology [2] Group 1: Company Initiatives in AI Medical Field - O-Film is gradually achieving technical breakthroughs and mass production in various endoscopic products, including laparoscopes, gastroscopes, cystoscopes, ureteroscopes, and bronchoscopes [2] - The company has developed a miniaturized modular architecture for its medical endoscope products, utilizing modular design for lenses and CMOS sensors, along with advanced packaging and welding technologies [2] - The endoscopic products offer significant advantages such as miniaturization, stable resolution, high definition, lightweight, waterproof, and ultra-microscopic capabilities, achieving industry-leading levels in minimally invasive and multi-scenario adaptability [2] Group 2: Future Plans and Development - O-Film has completed the development of a 1×1mm ultra-small module prototype, with plans for mass production expected this year [2] - The company will continue to focus on emerging technologies and applications, actively exploring forward-looking technological fields [2] - O-Film aims to build a deep collaborative mechanism, create an efficient response system, and implement comprehensive quality control to meet diverse R&D and production needs of its clients [2]

证券之星消息，1月19日光学光电子板块较上一交易日上涨0.43%，雷曼光电领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000100 TCL科技 | | 3.16 Z | 9.82% | -4351.63万 | -1.35% | -2.72 Z | -8.47% | | 000725 京东方 A | | 1.97亿 | 6.21% | -1.16亿 | -3.67% | -8038.45万 | -2.53% | | 002222 福晶科技 | | 1.14亿 1 | 7.10% | -1949.95万 | -1.22% | -9429.08万 | -5.88% | | 002654 万润科技 | | 8871.91万 | 6.46% | 985.46万 | 0.72% | -985 ...

Group 1 - The company, Medike (688079.SH), currently does not produce Faraday rotators [2] - The company is attentive to downstream technology trends, including optical communication [2] - Any future business expansion will be carefully evaluated based on the company's core process platform, market demand, and customer collaboration [2]

格隆汇1月19日丨美迪凯(688079.SH)在投资者互动平台表示，公司暂未涉及OCS(光交换机)相关产品的 制造，现有 MEMS 产品与 OCS 器件在结构设计上亦有差异；但依托全流程 MEMS 微纳制造平台、12 英寸晶圆级光学薄膜及微透镜阵列加工能力，以及正在开发的 TGV 先进封装工艺，公司可为 OCS 核心 器件提供部分底层工艺支撑，并具备一定的技术储备与产业化基础。 ...

Core Viewpoint - Aopu Optoelectronics (002338.SZ) has indicated that its products are utilized in China's manned space program and major national engineering projects, with further details available in the company's annual report [1]. Group 1 - The company and its subsidiaries have multiple products applied in significant national projects, including the manned space program and the Chinese space station [1].

Group 1 - The Hang Seng Index fell by 0.99%, down 266 points, closing at 26,578 points, while the Hang Seng Tech Index dropped by 1.15% [1] - State Grid plans to invest 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the previous plan, leading to a rise in power equipment stocks such as Harbin Electric, which increased by 7.1%, and Dongfang Electric, which rose by 6% [1] - China Eastern Airlines saw an 8.81% increase in stock price, driven by improved passenger traffic, while China Southern Airlines and Air China rose by over 6% and 3.62%, respectively [1] Group 2 - COSCO Shipping Energy's stock rose over 6% due to rising risk premiums in the Strait of Hormuz amid escalating tensions in Iran [1] - Lin Qingxuan's stock surged over 8%, reaching a new high as the company focuses on oil-based skincare and accelerates product channel expansion [1] - Changfei Optical Fiber and Cable's stock increased by over 5%, benefiting from the AI-driven growth in the industry and the construction of AI data centers in North America [1] Group 3 - Chery Automobile's stock rose by 4.8%, with plans for the Lingxi Smart Cabin to be implemented across all major models by Q1 2026 [1] - Li Ning's stock increased by over 4%, with a narrowing decline in fourth-quarter revenue and improved inventory turnover [1] - Xixiangfeng Group's stock surged over 10% as the company plans to take a controlling stake in Kuangshi Technology, positioning itself in the millimeter-wave radar perception sector [1] Group 4 - Sai Jing Technology's stock rose by 5.9%, with an expected 40% year-on-year increase in revenue from its flexible transmission business [2] - Jiaxin International Resources' stock increased by over 11%, with a market capitalization exceeding 35 billion HKD, driven by rising prices of core products in the tungsten industry [3] - China Metallurgical Group's stock fell by 3.83%, with an expected decline of over 50% in net profit attributable to shareholders by 2025 [3]

Core Viewpoint - Shengyang Technology's stock price has shown volatility with a year-to-date increase of 12.28%, but a recent decline of 13.39% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1]. Company Overview - Shengyang Technology Co., Ltd. is located in Shaoxing City, Zhejiang Province, and was established on June 10, 2003. The company was listed on April 23, 2015, and specializes in the research, development, manufacturing, and sales of various RF cables and related products [1]. - The main revenue composition includes RF cable products (35.83%), display devices (34.92%), high-frequency heads and related accessories (14.39%), others (9.55%), and 5G communication base station services (5.31%) [1]. Financial Performance - For the period from January to September 2025, Shengyang Technology achieved an operating income of 644 million yuan, representing a year-on-year growth of 13.39%. The net profit attributable to the parent company was 7.13 million yuan, reflecting a growth of 6.16% [2]. - Since its A-share listing, the company has distributed a total of 55.97 million yuan in dividends, with 4.89 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shengyang Technology was 24,300, an increase of 8.30% compared to the previous period. The average circulating shares per person decreased by 7.66% to 17,090 shares [2]. - Notably, the fund "Huaxia Industry Prosperity Mixed A" has exited the list of the top ten circulating shareholders [3]. Market Activity - On January 19, 2025, Shengyang Technology's stock price rose by 2.12%, reaching 16.37 yuan per share, with a trading volume of 344 million yuan and a turnover rate of 5.17%. The total market capitalization stood at 6.793 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on January 12 [1].

截至2026年1月16日收盘，伟时电子（605218）报收于19.61元，较上周的19.24元上涨1.92%。本周，伟 时电子1月14日盘中最高价报20.25元。1月12日盘中最低价报19.1元。伟时电子当前最新总市值41.74亿 元，在光学光电子板块市值排名77/92，在两市A股市值排名3975/5183。 本周关注点 股本股东变化 截至2026年1月9日，伟时电子股东户数为1.88万户，较12月31日减少241户，减幅1.27%。户均持股数量 由1.12万股增至1.13万股，户均持股市值为21.81万元。 伟时电子预计2025年全年归母净利润为2,149万元至2,616万元，同比减少53.27%至61.61%；扣非后净利 润为837万元至1,240万元，同比减少73.35%至82.01%。 公司公告汇总 伟时电子预计2025年度归母净利润为2,149.00万元到2,616.00万元，同比减少53.27%到61.61%；扣非后 净利润为837.00万元到1,240.00万元，同比减少73.35%到82.01%。业绩下降主要由于加大研发投入、子 公司新产线产能利用率偏低导致固定成本分摊较高，以及汇率变动对利润 ...

舜宇光学科技回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.16 | 113.00 | 66.600 | 65.900 | 7489.68 | | 2026.01.15 | 120.00 | 66.450 | 65.250 | 7901.26 | | 2026.01.14 | 114.00 | 66.150 | 64.050 | 7441.17 | | 2026.01.13 | 64.00 | 65.800 | 64.550 | 4178.78 | | 2026.01.12 | 124.00 | 64.850 | 63.150 | 7934.07 | | 2026.01.09 | 84.00 | 64.750 | 63.650 | 5398.94 | | 2026.01.08 | 84.00 | 64.650 | 63.650 | 5389.08 | 证券时报 数据宝统计，舜宇光学科技在港交所公告显示，1月16日以每股65.900港元至66.600港元的价 ...

Core Viewpoint - The electronic sector is leading the A-share market, with the electronic ETF (515260) showing strong performance, closing up 2.7% and achieving a premium rate of 0.93% at the end of the trading day, indicating strong buying interest [1] Group 1: Market Performance - The electronic sector received a net inflow of 30.511 billion, ranking first among all 31 Shenwan primary industries [2][3] - Major stocks in the electronic ETF, including Zhaoyi Innovation and Changdian Technology, attracted 4.538 billion and 3.181 billion respectively, topping the A-share inflow rankings [2][3] - Semiconductor leaders such as Changdian Technology, Zhaoyi Innovation, and Tongfu Microelectronics hit the daily limit, while Huazhong Microelectronics rose over 13% [4] Group 2: Industry Trends - TSMC's recent earnings report for Q4 2025 exceeded expectations, marking the seventh consecutive quarter of double-digit growth, and raised its 2026 capital expenditure guidance to 52-56 billion USD, reflecting strong and sustainable demand in the AI industry chain [5] - The U.S. government's recent imposition of a 25% tariff on specific semiconductors may create a stronger "accelerated replacement" window for domestic equipment amid increasing supply chain uncertainties [5] - The trend of "self-control and AI resonance" is expected to strengthen further in 2026, with a focus on domestic computing power and semiconductor equipment [5] Group 3: Investment Tools - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, heavily investing in semiconductor and consumer electronics sectors, including AI chips, automotive electronics, and PCB [5] - The ETF serves as an efficient tool for investors to gain exposure to core assets in the electronic sector [5]