（编辑 袁冠琳） 证券日报网讯 天禄科技11月18日在互动平台回答投资者提问时表示，TFT型偏光片用TAC膜供应商以日 韩企业为主，尤其日本厂商的份额约80%，目前中国大陆TFT级TAC膜基本依赖进口。公司于2023年设 立了子公司安徽吉光，已引入位于TAC膜产业链下游的三利谱、显智链、北京电控产投以及毅鸣、毅司 等股东，联合产业各方合力打破日韩对TAC膜的垄断，助力我国面板产业链的自主可控。 ...

从资金流向上来看，当日光学光电子板块主力资金净流出13.04亿元，游资资金净流入3.97亿元，散户资 金净流入9.07亿元。光学光电子板块个股资金流向见下表： 证券之星消息，11月18日光学光电子板块较上一交易日下跌1.05%，汇创达领跌。当日上证指数报收于 3939.81，下跌0.81%。深证成指报收于13080.49，下跌0.92%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688502 | 成来元字 | 350.29 | 2.84% | 1.09万 | | 3.82亿 | | 300889 | 爰克股份 | 25.80 | 2.71% | 9.61万 | | 2.44亿 | | 301421 | 波长光电 | 94.06 | 1.65% | 6.52万 | | 6.18亿 | | 000020 | 深华发A | 15.70 | 1.62% | 7.02万 | | 2660'T | | 605588 | 冠白科技 | 53.11 | 1. ...

凯盛科技所属申万行业为：电子-光学光电子-面板。所属概念板块包括：药用玻璃、特种玻璃、 MLED、折叠屏、华为概念等。 截至9月30日，凯盛科技股东户数5.25万，较上期减少18.36%；人均流通股17997股，较上期增加 22.49%。2025年1月-9月，凯盛科技实现营业收入43.10亿元，同比增长20.57%；归母净利润1.29亿元， 同比增长15.06%。 分红方面，凯盛科技A股上市后累计派现4.32亿元。近三年，累计派现1.42亿元。 11月18日，凯盛科技盘中下跌2.02%，截至14:29，报11.67元/股，成交1.29亿元，换手率1.16%，总市值 110.24亿元。 资金流向方面，主力资金净流出1937.38万元，特大单买入0.00元，占比0.00%，卖出898.01万元，占比 6.98%；大单买入1563.59万元，占比12.15%，卖出2602.96万元，占比20.22%。 凯盛科技今年以来股价涨2.73%，近5个交易日跌3.87%，近20日涨0.69%，近60日跌8.11%。 资料显示，凯盛科技股份有限公司位于安徽省蚌埠市黄山大道8009号，成立日期2000年9月30日，上市 日期20 ...

Core Viewpoint - On November 17, a total of 13 target price adjustments were made by brokerages for listed companies, with notable increases in target prices for Kangguan Technology, Kede CNC, and Honglu Steel Structure, showing target price increases of 44.60%, 43.03%, and 37.73% respectively, across the optical optoelectronics, general equipment, and professional engineering industries [1][3]. Group 1: Target Price Increases - Kangguan Technology received a target price of 32.00 yuan with a target price increase of 44.60% [3] - Kede CNC was assigned a target price of 86.95 yuan, reflecting a 43.03% increase [3] - Honglu Steel Structure has a target price of 24.42 yuan, indicating a 37.73% increase [3] - Other companies with significant target price increases include Zhongxin International with a target price of 159.30 yuan (35.42% increase) and Sinopec with a target price of 7.60 yuan (31.49% increase) [3] Group 2: Brokerage Recommendations - A total of 51 listed companies received brokerage recommendations on November 17, with Aotewei and Kede CNC each receiving 2 recommendations [4][5] - Aotewei's closing price was 42.55 yuan, while Kede CNC's closing price was 60.79 yuan [5] Group 3: Rating Adjustments - On November 17, brokerages raised ratings for 2 companies, including Sinopec's rating upgraded from "Hold" to "Buy" by Huatai Securities, and Hongyuan Electronics' rating upgraded from "Hold" to "Buy" by CITIC Securities [4] - One company, Honglu Steel Structure, had its rating downgraded from "Strong Buy" to "Recommended" by Huachuang Securities [4] Group 4: First Coverage - On November 17, brokerages initiated coverage on 7 companies, including Wan Energy Power with an "Accumulate" rating from China Merchants Securities, and Hengyin Technology with an "Accumulate" rating from Zhongyou Securities [7][8] - Other companies receiving first coverage include Jinlei Co. with a "Buy" rating, Zhaoyan Pharmaceutical with an "Accumulate" rating, and Weisheng Information with a "Recommended" rating [8]

Core Insights - On November 17, 2023, brokerage firms provided target prices for listed companies, with notable increases for Kangguan Technology, Kede CNC, and Honglu Steel Structure, showing target price increases of 44.60%, 43.03%, and 37.73% respectively [1][3] Group 1: Target Price Increases - Kangguan Technology received a target price of 32.00 yuan, reflecting a 44.60% increase [3] - Kede CNC's target price is set at 86.95 yuan, indicating a 43.03% increase [3] - Honglu Steel Structure has a target price of 24.42 yuan, with a 37.73% increase [3] Group 2: Brokerage Recommendations - A total of 51 listed companies received brokerage recommendations on November 17, with Aotewei and Kede CNC each receiving 2 recommendations [4][5] - Aotewei's closing price was 42.55 yuan, while Kede CNC's closing price was 60.79 yuan [5] Group 3: Rating Adjustments - Two companies had their ratings upgraded on November 17, including China Petroleum, which was upgraded from "Hold" to "Buy" by Huatai Securities, and Hongyuan Electronics, upgraded from "Hold" to "Buy" by CITIC Securities [4] - One company, Honglu Steel Structure, had its rating downgraded from "Strong Buy" to "Recommended" by Huachuang Securities [4] Group 4: First Coverage - Seven companies received initial coverage on November 17, including Waneng Power with an "Accumulate" rating from China Merchants Securities, and Hengyin Technology with an "Accumulate" rating from Zhongyou Securities [7][8] - Other companies receiving first coverage include Jinlei Co., Ltd. with a "Buy" rating, Zhaoyan Pharmaceutical with an "Accumulate" rating, and Weisheng Information with a "Recommended" rating [7][8]

Group 1 - The company, Jufei Optoelectronics, announced its participation in the "2025 Annual Online Collective Reception Day for Investors" organized by the Shenzhen Securities Regulatory Bureau and other entities [1] - The event is scheduled for November 20, 2025, aiming to enhance interaction and communication with investors [1]

（文章来源：证券日报） 证券日报网讯 11月17日晚间，三利谱发布公告称，为进一步加强与投资者的互动交流，深圳市三利谱 光电科技股份有限公司（以下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳 上市公司协会与深圳市全景网络有限公司联合举办的"2025年度深圳辖区上市公司投资者网上集体接待 日"活动，活动时间为2025年11月20日。 ...

Group 1 - The core point of the article is that Guoxing Optoelectronics (国星光电) reported its shareholder count as of November 10, reaching 67,818 households [1]

证券日报网讯东田微11月17日在互动平台回答投资者提问时表示，截至2025年11月10日，公司股东总户 数为20751户。 （文章来源：证券日报） ...

Group 1 - The company announced that it will hold a board meeting and an extraordinary shareholders' meeting in October 2025 to approve the change in the purpose of share repurchase for 2022 and 2023 [1] - A total of 1,636,927 shares will be canceled, leading to a reduction in registered capital [1] - After the cancellation of repurchased shares, the total share capital will decrease from 263,741,550 shares to 262,104,623 shares, and registered capital will reduce from 264 million yuan to 262 million yuan [1]