【导读】新易盛公布询价转让定价，高光荣拟套现37.49亿元 大牛股新易盛董事长高光荣拟通过询价转让方式减持股份。 10月9日晚间，新易盛公布本次询价转让价格为328.00元/股，初步确定受让方为16家机构投资者，拟受让股份总数为1143.07万股。据估算，高光荣此次转 让套现金额为37.49亿元。 10月9日，新易盛股价低开低走，截至收盘下跌4%，报收于351.15元/股。该股年初至今涨幅超过327%，最新总市值为3490亿元。 新易盛公布询价转让定价等信息 9月30日晚间，新易盛发布公告称，公司控股股东及实际控制人之一高光荣计划通过询价转让方式转让1143.07万股，占公司总股本的1.15%。 据公告披露，转让原因系自身资金需求，主要用于支持新质生产力方向的前沿科技投资。 | 拟转让股东 | 拟转让股份数量 占公司总股本的 占出让方所持股份 | | | 转让原因 | | --- | --- | --- | --- | --- | | 名称 | (股) | 比例 | 比例 | | | 高光荣 | 11, 430, 682 | 1.15% | 15. 56% | 自身资金需求 | 公司强调，本次询价转让为非公开 ...

Key Points - Multiple listed companies disclosed their latest developments in robotics and consumer electronics through various channels on October 9 [1] Robotics - Taotao Automotive is progressing with its overseas sales collaboration with Yushu Technology in the robotics sector [1] Consumer Electronics - Kaisheng Technology's UTG products are primarily used in foldable smartphones and other new display technologies [1] Optical Communication - Jiulian Technology has established sales for its 100G, 200G, and 400G optical module products [1] Liquid Cooling - Feilong Co., Ltd. has four production lines in the liquid cooling sector, with an expected annual capacity of approximately 1.2 million units [1] Other Developments - China New Group has cumulatively committed to 52 external market-oriented funds and directly invested in 42 technology projects [1] - Aikelan is conducting multiple preliminary research and development activities in response to the National VII emission standards [1] - Tongda Co., Ltd.'s subsidiary Chengdu Hangfei currently has a full order book and sufficient capacity utilization [1] - Shuanghui Development is collaborating with Zhongyu Pet Food on fresh meat supply and equity investment [1] - Hengji Daxin reported that Typhoon "Hagupit" did not significantly impact production operations in the Zhuhai storage area [1]

证券日报网讯兆驰股份（002429）10月9日在互动平台回答投资者提问时表示，公司400-800G产品已在 客户端测试，预计2026年一季度量产，同时南昌自动化产线正在加紧建设，国际头部客户已逐步启动验 厂流程。 ...

中国经济网北京10月9日讯新易盛（300502）（300502.SZ）今晚发布股东询价转让定价情况提示性公 告。根据2025年10月9日询价申购情况，初步确定的本次询价转让价格为328.00元/股；本次询价转让为 非公开转让，不通过集中竞价交易方式或大宗交易方式进行，不属于通过二级市场减持。受让方通过询 价转让受让的股份，在受让后6个月内不得转让。 参与本次询价转让报价及申购的机构投资者家数为29家，涵盖了基金管理公司、证券公司、合格境外机 构投资者、私募基金管理人等专业机构投资者。参与本次询价转让报价及申购的机构投资者合计有效认 购股份数量为29,260,000股，对应的有效认购倍数为2.6倍。 《2024年度募集资金存放与使用情况的专项报告》显示，2020年10月9日，公司收到中国证券监督管理 委员会《关于同意成都新易盛通信技术股份有限公司向特定对象发行股票注册的批复》（证监许可 〔2020〕2412号），公司向特定对象发行股票的注册申请已获得同意。公司本次向特定对象发行股票 31,226,336股，发行价格为52.84元/股，募集资金总额为人民币1,649,999,594.24元，扣除发行费用（不 含税 ...

Group 1 - The core transaction of Tianfu Communication on October 9 involved a block trade of 13,000 shares, amounting to 2.132 million yuan, with a transaction price of 164.00 yuan per share [2] - In the last three months, the stock has seen a total of three block trades, with a cumulative transaction amount of 8.3352 million yuan [3] - The closing price of Tianfu Communication on the same day was 164.00 yuan, reflecting a decline of 2.26%, with a daily turnover rate of 3.83% and a total trading volume of 4.975 billion yuan [3] Group 2 - The stock's net outflow of funds for the day was 655 million yuan, and over the past five days, the stock has decreased by 10.14%, with a total net outflow of 2.495 billion yuan [3] - The latest margin financing balance for the stock is 3.231 billion yuan, which has decreased by 362 million yuan over the past five days, representing a decline of 10.08% [4] - Tianfu Communication was established on July 20, 2005, with a registered capital of 777.415891 million yuan [4]

Core Viewpoint - The A-share market experienced a positive opening on October 9, but the artificial intelligence (AI) industry chain saw a significant pullback after an initial surge, particularly in the computing power sector, with notable declines in stocks like New Yisheng and Tianfu Communication [1][3]. Market Performance - The largest and most liquid AI ETF on the ChiNext, ETF 159363, initially rose nearly 2% but ended the day down 0.8%, with a total trading volume of 766 million yuan [1][5]. Stock Movements - The decline in the computing power sector, particularly in optical modules, is attributed to major shareholders' sell-offs, with New Yisheng's chairman planning to sell approximately 11.43 million shares for about 4.18 billion yuan [3][4]. - Despite the sell-offs, analysts believe that the core reasons for these actions are related to personal financial arrangements rather than the companies' operational performance, suggesting that the high growth and strong fundamentals in the optical module industry provide a solid support for stock prices [3][4]. Industry Trends - The computing power sector is expected to see sustained capital expenditures, with both domestic and international investments increasing. Analysts recommend focusing on new technologies and products in this area [3][4]. - OpenAI's recent announcements, including the launch of the Sora 2 model and significant agreements with major tech companies like NVIDIA and AMD, highlight the ongoing high demand and growth potential in the AI sector [4][5]. Investment Strategy - The investment strategy for October emphasizes the continued high demand for AI infrastructure, with North American cloud service providers projected to increase capital expenditures by 40% year-on-year, exceeding 370 billion USD by 2025 [5]. - Investors are encouraged to focus on optical devices and modules, particularly the first AI ETF on the ChiNext, which has a significant allocation towards computing power and AI applications [5].

全球降息周期和中国产业趋势的交相辉映下，成长方向仍然为市场相对一致的判断。 一方面，海外逐步开启降息周期，主流市场流动性均保持充裕，风险偏好处于较高水平。若开启连续的降息周期，对提振对于经济增长的中长期预期也有所 帮助。 另一方面，中国在半导体、机器人、军工、创新药等多个领域有实质性突破，科技+制造的市场关注度持续提升，市值占比亦持续增长。 图：2024年后全球进入降息周期 数据来源：Wind 数据来源：Wind，截至2025年9月24日 对于投资选择而言，当前较难的问题在于市场轮动较快的背景下，如何选到合适的成长板块或是成长基金： 从板块角度来说，自创业板和科创板成立以来，其囊括了中国新发的大多数新兴成长公司，是备受投资者关注投资板块。 进一步落实到指数角度，两个囊括了各成长行业龙头公司的重点指数——科创创业50指数以及创业板指备受关注，这两个指数从去年9月以来均已上涨超 100%。 图： 创业板指和科创创业50在成长行情中具备较强弹性 图： 科技、高端制造等领域的市值占比或仍在系统性提升过程中 科创创业50指数包含了科创板和创业板市值最大的50只公司。 在一轮中期成长行情中，通常多个景气赛道都会有机会（例 ...

自今年4月9日股价下探66.70元后，中际旭创股价便迎来一波凌厉的上涨行情，近期更是创出457.01元的 高点。短短的五个多月的时间，其涨幅接近六倍，也成为创业板一只不折不扣的大牛股。也正是在股价 出现大幅上涨后，其控股股东的减持公告也披露了。 实际上，中际旭创重要股东的减持，仅仅只是沪深众多上市公司的一大缩影而已。据不完全统计，就在 9月26日至9月28日的三天时间内，A股就有100家上市公司密集发布重要股东的减持公告。而从6月初至 9月末，A股市场就有1475家上市公司发布了2995份减持公告。无论是从发布减持公告的上市公司数 量、占比，还是发布减持公告的份数上看，都足以让市场行"注目礼"。 近几个月以来，随着股市行情回暖，沪深股市上市公司重要股东掀起"组团式"减持热潮。 国庆节前夕，创业板公司光模块龙头 中际旭创 披露了控股股东拟减持股份的公告，这也是近期又一家 上市公司的重要股东拟减持股份。近几个月以来，随着股市行情回暖，沪深股市上市公司重要股东掀 起"组团式"减持热潮。个人以为，对于此种情形，投资者有必要引起高度重视。 此轮减持潮具有多个方面的特点。其一是相关上市公司股价上涨至一定高位后，重要股东持 ...

Core Viewpoint - The company Zhongji Xuchuang is considering an IPO in Hong Kong, currently in discussions with investment banks regarding the details of the potential offering, including scale and timing [1] Company Overview - Zhongji Xuchuang, a professional provider of high-speed optical module solutions, integrates R&D, design, packaging, testing, and sales of high-end optical communication transceivers [1] - The company was formed from the merger of "Zhongji Equipment" and "Suzhou Xuchuang" in 2017, with its origins dating back to 1987 [2] - Since its listing on the Shenzhen Stock Exchange in 2012, the company's total market capitalization has exceeded 443 billion RMB [2] Financial Performance - In the first half of 2025, Zhongji Xuchuang reported revenue of 14.789 billion RMB, a year-on-year increase of 36.95% [1] - The net profit attributable to shareholders was 3.995 billion RMB, reflecting a year-on-year growth of 69.40% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 3.975 billion RMB, with a year-on-year increase of 70.40% [1] - The basic earnings per share were 3.64 RMB [1] Industry Positioning - The company has been enhancing its investment in optical communication and automotive intelligent systems, aiming to strengthen its investment layout across the entire optoelectronic industry chain [1] - There has been a significant increase in demand for high-end optical modules, particularly in the 800G segment, and a technological iteration towards 1.6T and above rates [1]

Core Viewpoint - The company Zhongji Xuchuang is considering an IPO in Hong Kong, currently in discussions with investment banks regarding the details of the potential listing, including scale and timing [1] Group 1: Company Overview - Zhongji Xuchuang, based in Yantai, Shandong, is a professional provider of high-speed optical module solutions, integrating R&D, design, packaging, testing, and sales [1] - The company has maintained strong revenue performance and capital operation capabilities, focusing on integrating industry resources and expanding into the automotive intelligent systems sector starting in 2023 [1] Group 2: Financial Performance - According to the 2025 semi-annual report, Zhongji Xuchuang reported revenue of 14.789 billion yuan, a year-on-year increase of 36.95% [1] - The net profit attributable to shareholders was 3.995 billion yuan, reflecting a year-on-year growth of 69.40% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 3.975 billion yuan, with a year-on-year increase of 70.40% [1] - The basic earnings per share were 3.64 yuan [1] - The report noted an increase in capital expenditures from key customers, leading to significant growth in demand for high-end optical modules, particularly in the 800G segment, and accelerated technological iterations towards 1.6T and above [1] Group 3: Company History - Zhongji Xuchuang originated from the Longkou City Zhenhua Electric Equipment Factory established in 1987, and was formed through a merger with "Suzhou Xuchuang" in 2017 [2] - Since its listing on the Shenzhen Stock Exchange in 2012, the company's total market capitalization has exceeded 443 billion yuan [2]