11月18日，德科立涨5.13%，截至发稿，报102.60元/股，成交4.14亿元，换手率2.61%，总市值162.40亿 元。 资料显示，无锡市德科立光电子技术股份有限公司位于江苏省无锡市新吴区科园路6号，成立日期2000 年1月31日，上市日期2022年8月9日，公司主营业务涉及光收发模块、光放大器、光传输子系统的研 发、生产和销售,产品主要应用于通信干线传输、5G前传、5G中回传、数据链路采集、数据中心互联、 特高压通信保护等国家重点支持发展领域。主营业务收入构成为：传输类75.33%，接入和数据类 23.54%，其他1.13%。 从德科立十大流通股东角度 数据显示，德邦基金旗下1只基金位居德科立十大流通股东。德邦鑫星价值A（001412）三季度新进十 大流通股东，持有股数221.14万股，占流通股的比例为1.4%。根据测算，今日浮盈赚取约1107.93万 元。 陆阳累计任职时间2年26天，现任基金资产总规模109.35亿元，任职期间最佳基金回报224.57%， 任职 期间最差基金回报-0.37%。 从基金十大重仓股角度 数据显示，德邦基金旗下1只基金重仓德科立。德邦科技创新一年定开混合A（009432 ...

11月15日，华中科技大学第十七届企业家（武汉）大会在华科大光谷体育馆开幕。大会 以"携手推进科产深度融合，共建中部崛起科创支点"为主题，现场签约36个校友企业投资及 合作项目，总金额达150亿元。 同期签约的飞瓴光电产业园项目，聚焦非金属元素掺杂的光电子新材料，产品应用于极 端环境核电、工业激光、生物医疗等相关领域。公司董事长童维军介绍，其自主研发的掺氟 石英传能预制棒四大系列产品，2024年营收突破3000万元，预计2025年产值将超1亿元。 "我们的优势是源头创新与深度定制。"童维军表示，公司突破常压微波等离子体外沉积 技术，摆脱了对进口材料的依赖。近期获得近5000万元Pre-A+轮融资后，公司将扩建产线、 加速产学研合作，计划2030年前完成上市。 据悉，本次签约项目覆盖新一代信息技术、新能源、大健康等战略性新兴产业，飞瓴光 电、思波微、华威科等一批高能级项目落地，凸显"光谷""车谷"产业集聚效应。此外，华中 科技大学企业家协会AI分会正式成立，将推动AI赋能制造业升级与生物医药创新。 编辑：赖俊 本届大会汇聚了全球华科大校友企业家、院士学者、政府代表及师生校友约1500人。大 会不仅成为校友情谊的 ...

Core Viewpoint - The electronic industry is experiencing significant structural differentiation, with strong performance in semiconductors, computing power, and leading consumer electronics, while other sectors are seeing a slowdown in overall growth. However, the industry trend remains positive, with a recovery in capacity utilization [1]. Semiconductor Industry - The overall profitability of the semiconductor industry has significantly improved, with the chip design sector maintaining a high level of prosperity. The storage segment has become a highlight, driven by AI computing demand for high-end products like HBM and DDR5. The SoC segment faces short-term pressures but has long-term demand prospects due to AI terminal applications. The analog chip sector is seeing new opportunities in low-power technology and domestic substitution in automotive and industrial fields. Power semiconductors are under short-term pressure but are expected to benefit from new demand in server power supplies. Wafer manufacturing is recovering from the bottom, driven by AI, and the semiconductor equipment sector is experiencing strong growth due to the dual drivers of global semiconductor demand recovery and deepening domestic substitution [1]. PCB and Passive Components - AI is driving an upsurge in PCB demand, with leading companies actively expanding production. The demand for high-layer and HDI products is exceeding supply due to downstream AI server needs. By 2026, global leading CSP capital expenditures are expected to increase by 40%, supporting high prosperity in the PCB industry. Passive component companies are also actively positioning themselves around AI, becoming a new growth point for the sector [2]. Optoelectronics Sector - The optoelectronics sector is recovering due to a resurgence in smartphone demand, with optical innovation presenting ongoing growth opportunities for related companies. The LED sector is experiencing a recovery, with structural opportunities emerging in high-end niche markets. In the LCD segment, global total shipments and area are expected to see slight year-on-year growth by 2025. However, mainstream application demand is generally declining, leading to increased inventory levels, and the industry is seeking a stable transition through reduced shipments. The smartphone OLED market is recovering, but overall supply still exceeds demand [3]. Consumer Electronics - The consumer electronics components sector is showing steady growth driven by the recovery of the global smartphone market and the accelerated implementation of AI technology. Leading companies in the industry are achieving stable growth due to their strong technological capabilities, quality customer resources, and excellent supply chain management [4]. Investment Recommendations - Companies to focus on include Cambrian, Haiguang Information, SMIC, Northern Huachuang, Tuojing Technology, Changdian Technology, Shenghong Technology, Hude Electronics, Shengyi Technology, Shengyi Electronics, Hengxuan Technology, Rockchip, Lexin Technology, Crystal Optoelectronics, Yian Technology, Luxshare Precision, GoerTek, Aisen Technology, Demingli, Jiangbolong, Purun Technology, and Zhaoyi Innovation [5].

证券日报网讯汇绿生态（001267）11月13日在互动平台回答投资者提问时表示，武汉钧恒目前在硅光领 域授权的发明专利有31项，实用专利共计48项。 ...

格隆汇11月13日丨炬光科技(688167.SH)在互动平台表示，目前公司在量子通信领域暂无直接的产品布 局。不过，公司会一直保持对前沿技术发展态势的高度关注，紧密结合行业动态以及公司自身的战略规 划，在合适的时机对产品研发方向做出相应调整。 ...

Group 1 - The lithium niobate crystal has multiple photoelectric effects, strong tunability, stable physical and chemical properties, and a wide optical transmission range, making it widely used in SAW filters, optical modulators, phase modulators, optical isolators, and electro-optic Q-switches [2] - Thin-film lithium niobate materials are becoming an important technological direction due to their higher integration and better performance, with domestic manufacturers having a competitive advantage in the LNOI field [2] - The lithium niobate industry chain includes upstream lithium niobate crystals and thin film materials, electron beam writing, and DUV lithography equipment, as well as midstream thin-film lithium niobate modulator chips and devices, and downstream applications, with domestic manufacturers participating in all segments [2] Group 2 - Guangku Technology focuses on products including lithium niobate modulators and possesses ultra-high-speed optical communication modulator chips and modules, which are core optical devices for long-distance coherent optical transmission and ultra-high-speed data centers [3] - Guoxin Technology has established joint laboratories for quantum chips with well-known companies in the quantum field, including Anhui Wentian Quantum Technology Co., Ltd. and its subsidiary Hefei Silizhen Chip Technology Co., Ltd. [3]

Core Insights - The Hubei Provincial Development and Reform Commission has released the second batch of investment projects for private capital in 2025, comprising 275 projects with a total planned investment of 216.99 billion yuan and an aim to attract 84.14 billion yuan from private capital [1][4] - The initiative is part of a broader strategy to encourage private investment in major projects, focusing on infrastructure, industry, and social services, with the goal of enhancing the province's economic development [2][5] Group 1: First Batch of Projects - The first batch of projects included 229 initiatives with a total investment of 293.47 billion yuan, targeting to attract 91.67 billion yuan from private capital [2] - Key sectors highlighted in the first batch include modern industry clusters such as optoelectronics, new materials, biotechnology, and modern agriculture, with a total investment of 124.95 billion yuan aimed at attracting 39.74 billion yuan from private capital [3] - Infrastructure projects in the first batch focused on transportation, water conservancy, energy, and new infrastructure, totaling 108.86 billion yuan with an expected 23.3 billion yuan from private investment [3] Group 2: Second Batch of Projects - The second batch of 275 projects spans various sectors including advanced manufacturing, logistics, environmental protection, energy, and urban infrastructure, with a total planned investment of 216.99 billion yuan [4] - The projects will utilize multiple methods to attract private capital, including commissioned operations, equity participation, and public-private partnerships, with government support mechanisms such as capital injections and investment subsidies [4] - The Hubei Provincial Development and Reform Commission aims to facilitate private capital engagement by providing transparent project information and ensuring a conducive investment environment [5]

每经记者｜蔡鼎 每经编辑｜段炼 陈星 11月11日晚间，德科立（SH688205）发布公告称，公司董事长桂桑因公司未来国际化发展的领导力需求及个人年龄与健康规划，辞任董事长职务，但仍 将担任董事和董事会相关专门委员会委员。同时，公司选举董事、总经理渠建平为新任董事长，任期至第二届董事会任期届满之日止。 此外，公司为推进全球化战略，深化海外市场布局，拟启动境外发行股份（S股）并在新加坡交易所上市。目前，公司正在与相关中介机构就具体推进工 作进行商讨，具体细节尚未确定。 公告显示，上述议案已于第二届董事会第十七次会议全票审议通过。不过，此次S股上市需提交公司董事会和股东会审议，并需取得中国证监会、新加坡 交易所、新加坡金融管理局等相关机构备案、批准或核准，尚存在不确定性。 | 今井 | 89.90 | | 最高 | 103.93 | | 成交量 | 19.61万手 | | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 90.73 | | 最低 | 89.46 | | 成交额 | 18.98亿 | | 换手率 | 12.39% | | 市盈(TTM) ...

天眼查App显示，近日，丹阳正辉光电科技有限公司成立，法定代表人为熊正武，注册资本100万人民 币，经营范围为许可项目：建设工程施工（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以审批结果为准）一般项目：电子元器件制造；光电子器件制造；电子专用材料研 发；光电子器件销售；电子元器件批发；电子元器件零售；光通信设备制造；半导体照明器件制造；电 力电子元器件制造；电力电子元器件销售；半导体照明器件销售；光学玻璃制造；光学玻璃销售；光学 仪器制造；光学仪器销售；仪器仪表制造；模具制造；模具销售；汽车零部件及配件制造；汽车零配件 零售；五金产品研发；新材料技术研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；货物进出口；进出口代理（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

今年9月启动的2025年全国城市联合招聘高校毕业生秋季专场正在全国举行。 截至目前，各地已召开了9600多场线上线下招聘会，提供岗位413.6万个。今年的秋招，"专而精"成为一大特色。 在黑龙江外国语学院举行的一场专场招聘会上，来自浙江义乌的64家企业带来了近3000个岗位，涵盖跨境电商、国际物流、外语运营等细分领域，吸引了当 地好几所高校的学生前来自荐。 求职者热情高涨，在场的用人单位也是求贤若渴。一些招聘企业表示，当场面试后，回到义乌后将尽快安排线上复试，让求职者尽快匹配到合适的岗位。人 社部门也为大家开出了暖心的就业大礼包，包括实习补贴、入职后生活补贴等等。 黑龙江工商学院求职学生：有很多为我们这种专业设置的岗位，工资各方面我觉得都挺好。 这两年，随着义乌外贸生意扩展到全球，不仅需要大量精通外语的人才，还对跨境电商、新媒体营销等复合型人才有了更高要求。于是，他们把目光瞄准了 外语教育资源丰富的黑龙江。两地共建国际贸易产业学院、开设义乌定制班，创建"外语+"的复合型人才培养模式，不少人已经在当地就业创业，这次秋 招，一些已经落地生根的企业也重返家乡，为未来发展招揽人才。 浙江省义乌市东北商会财务总监 冯夺 ...