消息面上，1月29日，舜宇光学发布公告，本集团预期截至2025年12月31日止年度取得本公司股东应占 溢利约人民币45.886亿元至人民币47.235亿元，较截至2024年12月31日止年度的约人民币26.992亿元增 加约70.0%至75.0%。 董事会认为有关预期增加主要归因于以下：受益于智能手机摄像头规格高端化的推动并凭借前沿的技术 布局和领先的产品迭代，本集团产品组合改善，使得本集团手机镜头和手机摄像模组的平均售价增加和 毛利率提升；及本集团转让若干附属公司全部股权以换取歌尔光学科技有限公司股权产生投资收益约人 民币9.19亿元。 智通财经APP获悉，舜宇光学(02382)盈喜后涨超4%，截至发稿，涨2.23%，报64.35港元，成交额5.04亿 港元。 ...

· 2026 年 1 月 30 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 49,071.56 | 0.11% | | 标普 500 指数 | 6,968.90 | -0.13% | | 纳斯达克综合指数 | 23,685.12 | -0.72% | | 英国富时 100 指数 | 10,171.76 | 0.17% | | 德国 DAX 指数 | 24,309.46 | -2.07% | | 日经 225 指数 | 53,375.60 | 0.03% | | 台湾加权指数 | 32,803.82 | 1.50% | | 内地股市 | | | | 上证指数 | 4,157.98 | 0.16% | | 深证成指 | 14,300.08 | -0.30% | | 香港股市 | | | | 恒生指数 | 27,968.09 | 0.51% | | 国企指数 | 9,552.58 | 0.42% | | 红筹指数 | 4,470.01 | 1.73% | | 恒生科技指数 | 5,841.10 | -1.00% | | AH 股 ...

分红方面，天禄科技A股上市后累计派现1875.41万元。 机构持仓方面，截止2025年9月30日，天禄科技十大流通股东中，大成中证360互联网+指数A （002236）位居第八大流通股东，持股64.08万股，相比上期减少1.38万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月29日，天禄科技跌1.78%，成交额2.26亿元。两融数据显示，当日天禄科技获融资买入额1899.74万 元，融资偿还4035.20万元，融资净买入-2135.45万元。截至1月29日，天禄科技融资融券余额合计1.74 亿元。 融资方面，天禄科技当日融资买入1899.74万元。当前融资余额1.74亿元，占流通市值的4.63%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，天禄科技1月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90 ...

格隆汇1月30日丨翔腾新材(001373.SZ)在投资者互动平台表示，公司OCA光学胶已经在部分车载显示屏 上得到应用，但相关业务目前占公司营业收入比重较小。 ...

翔腾新材1月30日在互动平台表示，公司OCA光学胶已经在部分车载显示屏上得到应用，但相关业务目 前占公司营业收入比重较小。 ...

Group 1: Strategy Overview - The report emphasizes the resilience of the A-share market amidst multiple overseas risks and signals of regulatory easing in China, suggesting that the relationship between market performance and regulatory changes warrants further consideration [5][12] - It highlights the significant outperformance of the A-share market compared to other major indices, particularly the CSI 300, which has faced substantial redemption pressure [5][12] - The report suggests that investors should not overly worry about the CSI 300's performance, as it has already aligned with regulatory easing requirements, reducing the necessity for further pressure [5][12] Group 2: Economic Insights - China's exports continued to show strong performance in December, driven by overseas investment during a global easing cycle, positively impacting sectors like electrical and mechanical equipment [6][13] - Domestic consumption is recovering, with a rebound in per capita consumer spending in the fourth quarter, aligning with the report's annual strategy predictions [6][13] - The report notes that recent government policies aimed at boosting domestic demand and stabilizing real estate are expected to support synchronized recovery in both domestic and external demand [6][13] Group 3: Asset Allocation and Investment Recommendations - The report identifies a dual focus for 2026 on physical assets and Chinese assets, with thematic investments being essential [7][16] - Recommended sectors include physical assets such as copper, aluminum, tin, gold, lithium, and oil, alongside Chinese equipment export chains like electrical grid equipment and renewable energy [7][16] - The report also highlights sectors benefiting from capital market expansion and improving long-term asset returns, such as non-bank financials and consumer sectors like aviation and duty-free retail [7][16] Group 4: Company-Specific Insights - **Yunnan Aluminum Co. (000807.SZ)**: The report recommends a long-term investment due to favorable conditions for aluminum exports and a strong balance sheet, with potential for increased dividends [18] - **Hua Aluminum (600301.SH)**: The company is seen as a strong growth candidate due to rising tin and antimony prices and its position as a key beneficiary of metal consolidation in Guangxi [19] - **Yingliu Co. (603308.SH)**: The report anticipates a surge in global gas turbine demand, positioning the company to increase its market share in turbine blades [20] - **Shangfeng Cement (000672.SZ)**: The company is recognized for its strong cash flow from cement operations and potential for significant dividends [21] - **Pop Mart (9992.HK)**: The company is expected to maintain rapid growth in the entertainment market through IP incubation and diverse monetization strategies [22] - **China Duty Free Group (601888.SH)**: The company is projected to strengthen its market position in the duty-free sector, benefiting from increased inbound tourism and overseas expansion [24] - **China Southern Airlines (1055.HK)**: The airline is expected to benefit from improved industry supply-demand dynamics and a large fleet size [25] - **Li Auto (2015.HK)**: The company is focusing on advancements in AI and smart driving technology, with expectations for increased vehicle sales [26] - **Lante Optics (688127.SH)**: The company is positioned to benefit from strong demand in automotive and smart imaging sectors [27] - **InnoCare Pharma (9606.HK)**: The company is advancing in the ADC field with a robust pipeline and partnerships, with several products nearing clinical registration [29]

（编辑 丛可心） 证券日报网讯 1月29日，雷曼光电发布公告称，公司预计2025年归属于上市公司股东的净利润亏损3300 万元–4500万元；营业收入105000万元–108000万元，上年同期为125255.93万元。 ...

证券日报网讯1月29日，中润光学在互动平台回答投资者提问时表示，公司控股子公司戴斯光电深耕光 学光电子产业链多年，产品主要包括各类精密光学元件、光学器件、光学模组及系统。 ...

美迪凯公告，预计2025年年度实现营业收入6.64亿元左右，与上年同期相比，将增加1.79亿元左右，同 比增加36.82%左右；预计归属于母公司所有者的净利润-1.54亿元左右，与上年同期相比，减少5256.82 万元左右。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300232 | 洲明科技 | 8.22 | 7.31% | 125.31万 | 10.26亿 | | 688299 | 长阳科技 | 19.92 | 4.62% | 37.75万 | 7.36亿 | | 300389 | 艾比森 | 18.80 | 2.62% | ● 14.32万 | 2.689Z | | 002745 | 木林森 | 10.09 | 2.23% | 69.61万 | 2666"9 | | 688378 | 奧来德 | 37.00 | 1.51% | 6.26万 | 2.32亿 | | 300808 | 久量股份 | 32.59 | 1.43% | 4.75万 | 1.53亿 | | 600707 | 彩虹股份 | 7.01 | 1.15% | 68.84万 | 4.85亿 | | 002137 | 实益达 | 9.22 | 1.10% | 38.04万 | 3.53亿 | | 001373 | 翔腾新材 | 42.21 | 0 ...