5月20日，沪指涨0.38%，深成指涨0.77%，创业板指涨0.77%。全市场成交额12112亿元，较上日放量923亿元；超3800只 个股上涨。板块题材上，美容护理、宠物经济、创新药、IP经济板块领涨。 | 代码 | 名称 | 价格 | 涨幅↓ | 涨跌 | 换手% 几天几板I2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300511 | 雪榕生物 | 6.88 | +20.07% | +1.15 | 21.32% 自板涨停 | 6.81亿 | 103.7万 农业种植+食用 | | 301335 | 大元宠物 | 44.50 | +20.01% | +7.42 | 50.25% 2天2板 | 10.43 7. | 25.06万 资产重组+元节 | | 301316 | 慧博云通 | 34.80 | +20.00% | +5.80 | 0.64% 首板张停 | 5377万 | 15451 拟购买宝德计 | | 300945 | 曼卡龙 | 20.16 | +20.00% | +3.36 | 12.47% ...

湖北东田微科技股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动类 别 特定对象调研 分析师会议 □媒体采访 □业绩说明会 □新闻发布会 路演活动 现场参观 □其他： 参与单位名称及人 员 泽源资产：吴亚平 财通基金：张胤 摩根士丹利基金：李子扬、 蔡龑 喜世润：杨渝 颐和久富：张准 德邦基金：董纯 宝 盈基金：叶秀贤 华商基金：朱锟旭 博时基金：肖达 中加基 金：黄翱 时间 2025 年 5 月 14 日至 5 月 19 日 地点 现场、线上会议 公司接待人员姓名 董事会秘书、财务总监：李广华 投资总监：胡开斌 投资者关系活动主 要内容介绍 公司首先向投资者简单介绍了公司的基本情况，然后进入问答 交流阶段。 Q1：公司旋涂滤光片业务发展情况及未来市场展望。 答：公司旋涂滤光片自 2022 年研发成功并实现量产以来，出货 量一直保持稳定增长趋势，为公司贡献了较大的业绩增量。公司目 前是国内旋涂滤光片产品的主要供应商之一，在安卓手机终端中保 持着较高的市场份额。 旋涂滤光片是普通滤光片的升级产品，能有效抑制红光 Flare、 鬼影，大幅提升成像质量，目前主要用在中高端以及旗舰手机，渗 透 ...

数据显示，今日主力资金净流入电子、 光学光电子、 医药等板块，净流出 国防军工、 基础化工、 计 算机等板块，其中国防军工板块净流出超29亿元。个股方面， 欧菲光涨停，主力资金净买入15.46亿元 位居首位， 贝因美、 梦网科技、 奥飞娱乐主力资金净流入居前； 宁波海运遭净卖出超4亿元位居首 位， 利君股份、 成飞集成、 中毅达主力资金净流出额居前。 ...

5月19日，水晶光电连续5个交易日下跌，区间累计跌幅-5.74%。浙江水晶光电科技股份有限公司致力于成为"全球卓越的一站式光学解决方案专家",提供从 元器件到模组及解决方案的一站式专业服务。 财报显示，南方基金旗下南方中证500ETF为水晶光电前十大股东，今年一季度减持。今年以来收益率-0.04%，同类排名1805(总3297)。 | 南方中证500ETF | | --- | | 今年以来各阶段业绩及同类排名 | | 阶段涨幅 | 季度涨幅 年度涨幅 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | -1.23% | 2.96% | -3.71% | -3.61% | -0.04% | | 同类平均0 | 0.58% | 3.69% | -1.64% | -0.06% | 1.64% | | 沪深300 | -0.35% | 2.77% | -1.60% | -2.51% | -1.47% | | 跟踪标的� | -1.26% | 2.88% | -3.75% | -3.64% ...

Group 1: Technological Innovations - The third China (Anhui) Science and Technology Innovation Achievements Transformation Conference showcased various technological innovations, including a multi-language AI transparent screen and a flying vehicle [2][4] - The EAST (Experimental Advanced Superconducting Tokamak) has achieved a world record by maintaining a high-confinement plasma operation at 100 million degrees Celsius for 1066 seconds, marking a significant advancement in China's fusion energy research [6][8] - The "An Knife," a handheld intraoperative microscope developed by Anhui Dendrite Optical Technology Co., enables real-time, high-definition imaging of cells, significantly improving the precision of surgeries for various cancers [12][13] Group 2: Government and Institutional Support - Xi Jinping emphasized the importance of researchers in advancing China's modernization and urged them to innovate and contribute to building a strong technological nation during his visit to Anhui [5] - The Anhui Science and Technology Bureau is actively promoting the transformation of scientific achievements by facilitating connections between research institutions and enterprises, and launching initiatives like the "Hand in Hand Plan" to support startups [10][11] - The establishment of the BEST (Broadly Enhanced Superconducting Tokamak) is underway, aiming to demonstrate fusion power generation, reflecting the competitive nature of international technological advancements in this field [9]

丨证券研究报告丨 公司研究丨点评报告丨光峰科技（688007.SH） [Table_Title] 营收稳健增长，车载业务进入快速放量阶段 报告要点 [Table_Summary] 2024 年公司实现营业收入 24.19 亿元，同比增长 9.27%，实现归母净利润 2795 万元，同比下 滑 72.91%，实现扣非归母净利润 3213 万元，同比下滑 22.88%；其中，2024Q4 公司实现营 业收入 6.99 亿元，同比增长 24.21%，实现归母净利润-1499 万元，同比减亏 1038 万元，实 现扣非归母净利润-747 万元，同比减亏 2736 万元。此外，2025Q1 公司实现营业收入 4.61 亿 元，同比增长 3.67%，实现归母净利润-2136 万元，同比下滑 147.95%，实现扣非归母净利润 -2397 万元，同比转亏。 分析师及联系人 [Table_Author] 陈亮 SAC：S0490517070017 SFC：BUW408 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 光峰科技（688007.SH） cjzqdt11111 [Ta ...

Group 1 - The "Xihe" satellite, "Tianwen-1" camera, "Qiao Qiao II" extreme ultraviolet camera, and dual-wing vertical take-off and landing fixed-wing drones were showcased to the public at the Changchun Institute of Optics, Fine Mechanics and Physics [1][3] - The Changchun Institute of Optics, established in 1952, is recognized as the first optical research institution in New China, significantly contributing to the optical industry and talent cultivation [3][4] - The institute opened its key laboratories to the public, demonstrating advanced technologies such as in-orbit assembly of optical systems, which are not widely known [3][4] Group 2 - Volunteers at the institute performed science popularization activities, including experiments that illustrate scientific principles, aiming to inspire children’s interest in science [3][4] - The institute's affiliated enterprises presented various interactive technological products, including a "special visual inspection instrument" and an "AI psychological assessment device," which amazed visitors with its capabilities [3][4] - Researchers conducted multiple science popularization reports, emphasizing the importance of cultivating scientific spirit and culture among the youth [4]

这次COMPUTEX主题「AI Next」，AI持续为产业造浪，演算法开发工程师年薪中位数107.65 万、资料科学家101万，皆进高薪前十强；另一方面，薪资年增幅前十强的AI职缺有：数位IC设计 工程师、薪资强弹32％，模拟IC设计工程师、薪资年增幅27％、演算法开发工程师、薪资弹升 17％、软件工程师弹升15％。 总览六大科技产业软件网路业、电信及通讯业、电脑及消费性电子制造业、光电及光学业、电子零 组件业、半导体业的人才供需，其中，人才缺口最大、工作机会最多十大热门职类为：软件/工 程、工程/研发、业务销售、操作/技术、制程规划、品保/品管、维修/技术服务、专案/产品管理、 MIS/网管、门市营业类人员。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自工商时报 ，谢谢 。 2025 COMPUTEX将于5月20日登场，英伟达执行官黄仁勋、鸿海董事长刘扬伟都将进行主题演 讲，各界高度关注科技产业及人才最新趋势。 104人力银行(3130)发布《2025年科技业人才报告 书》，2024年不分地区和年资，模拟IC设计工程师年薪中位数155万居科技人才之冠；半导体薪资 居六大科技产业最高，相同职类薪资 ...

Group 1: Company Overview - Founded in 2006 and listed on Shenzhen Stock Exchange in December 2015 (Stock Code: 002036) [2] - Focuses on R&D, production, and sales of optical lenses, imaging modules, and touch display integration products [2] - Key player in the optical and optoelectronic industry, with a strong emphasis on automotive electronics and smart devices [2] Group 2: Financial Performance - Q1 2025 net profit attributable to shareholders was 3.26 million, a 104.73% increase year-on-year [3] - Total revenue for Q1 2025 was 2.177 billion, a decrease of 11.71% compared to the previous year [3] - Core optical business revenue reached 1.122 billion, with automotive optical revenue at 770 million, showing a growth of 43.18% [3] Group 3: Strategic Direction - In 2025, the company aims to concentrate resources on accelerating the development of the optical industry and diversifying the display industry [4] - Plans to enhance high-tech, high-value-added optical and optoelectronic core industries [4] Group 4: Global Operations - Factories established in India, Mexico, and Vietnam [5] Group 5: Impact of Trade Policies - Limited impact from U.S. tariff policies on company performance; ongoing monitoring of international trade policies [6] Group 6: Future Outlook - Strategies in place to achieve profitability in 2025 through market expansion and optimization of customer and product structures [7] - Continuous investment in R&D and improvement of internal management to enhance product quality and competitiveness [7] Group 7: Order Status - Positive operational status with an increase in new orders for automotive lenses [9]

导读： 仪器信息网对话滨松固体事业部亚洲区销售经理倉田正樹先生，聆听他与滨松共同成长的故事，探寻这家日本光学企业如何以"光"为纽带，在中国市场书 写了一段关于技术、信任与共赢的传奇。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 在医疗影像领域，每一束精准的光线都可能成为生命诊断的关键。滨松这家以"光"立命的企业，用几十年的坚守与创新，为中国医疗事业发展 点亮了一盏灯。从1 9 9 7年首台国产CT-C2 0 0 0的诞生到如今高端设备的普及，滨松不仅是医疗领域的技术提供者，更是中国社会进步的深度参 与者和见证者。 近日，仪器信息网对话滨松固体事业部亚洲区销售经理倉田正樹先生，聆听他与滨松共同成长的故事，探寻这家日本光学企业如何以"光"为纽 带，在中国市场书写了一段关于技术、信任与共赢的传奇。 "变化"：倉田正樹基于23年职业生涯的中国市场感悟 倉田正樹的职业生涯始于一次"U型折返"。出生于日本滨松市附近小镇的他，小学和中学都在这里度过，大学时来到东京。2 0 0 2年毕业后，他 选择从东京回到家乡，加入滨松，一直在固体事业部做营 ...