智通财经APP获悉，在公布了好于预期的2026财年第二季度业绩及远超市场预期的第三季度业绩指引后，截至发稿，Lumentum(LITE.US)周二美股盘后涨超 7%。财报显示，这家云计算与网络设备公司在截至去年12月27日的第二季度实现营收6.65亿美元，同比大幅增长65%，高于分析师平均预期的6.52亿美元。 GAAP每股收益为0.89美元，显著高于分析师平均预期的0.49美元;调整后的每股收益为1.67美元，同样高于分析师平均预期的1.41美元。 对于2026财年第三季度，Lumentum预计，调整后每股收益将介于2.15美元至2.35美元之间，显著高于分析师平均预期的1.59美元。该公司预计第三季度营收 将介于7.8亿美元至8.3亿美元之间，预测区间中值为8.05亿美元，同样远高于分析师平均预期的7.07亿美元。 在上个月早些时候，美国银行就重申对Lumentum的"中性"评级，并将对该股目标价从210美元上调至375美元。该行表示，由于市场对光收发器和光组件的 需求旺盛，大幅上调了其目标价，并指出目前这些领域的供应仍然无法满足需求。 | | | | | | | | GAAP Results ($ in ...

Key Points - The core viewpoint of the articles highlights various company announcements, including investment projects, performance reports, and stock transactions, indicating ongoing activities and strategic moves within the industry [1][2]. Company Announcements - Jieput (688025.SH): Revenue from optical communication-related business accounts for less than 5% of total operating income [1] - Woge Optoelectronics (603773.SH): Aerospace CPI products have not yet achieved mass production [1] - Huangshan Tourism (600054.SH): Plans to invest approximately 530 million yuan in the construction of a hotel project [1] - Yitong Century (300310.SH): Pre-awarded a project worth 107 million yuan [1] - Zhejiang Dongfang (600120.SH): Acquired 5.98% of Guojin Leasing for 108 million yuan [1] - Zhuoyue New Energy (688196.SH): Expected net profit of 170 million yuan for 2025, a year-on-year increase of 14.16% [1] - Yuxin Co., Ltd. (002986.SZ): Completed the buyback of 1.4003% of its shares [1] - Shangluo Electronics (300975.SH): Actual controller plans to reduce holdings by no more than 3% [1] - Xuguang Electronics (600353.SH): Plans to raise no more than 1 billion yuan through a private placement [1] - Huafa Co., Ltd. (600325.SH): Plans to raise no more than 3 billion yuan through a private placement [1] Investment Projects - Wangneng Environment (002034.SZ): Plans to build a waste incineration power plant in Uzbekistan with a daily processing capacity of 1,500 tons [1] - Lanyu Co., Ltd. (301585.SZ): Plans to establish a high-end digital inkjet printing equipment and ink production base [1] - Fulmin Precision (300432.SZ): Subsidiary plans to establish a joint venture for a project with an annual output of 500,000 tons of ferrous oxalate [1] - Hengfeng Paper (600356.SH): Plans to invest 349 million yuan in a new green printing project [1] Performance Reports - Zhongyuan Media (000719.SH): Expected net profit of 1.349 billion yuan for 2025, a year-on-year increase of 30.99% [1] - Babi Food (605338.SH): Expected net profit of 273 million yuan for 2025, a year-on-year decrease of 1.30% [1] - Zhuoyue New Energy (688196.SH): Expected net profit of 170 million yuan for 2025, a year-on-year increase of 14.16% [1] Stock Transactions - Suochen Technology (688507.SH): Digital Technology plans to purchase 48% of Fudi Guangtong for 86.4 million yuan [2] - Yuxin Co., Ltd. (002986.SZ): Completed the buyback of 1.4003% of its shares [2] - Shangluo Electronics (300975.SH): Actual controller plans to reduce holdings by no more than 3% [2] - Yilian Technology (301631.SH): Changjiang Chen Dao plans to reduce holdings by no more than 2% [2] - Jindan Technology (300829.SH): Shouchong Education plans to reduce holdings by no more than 3% [2] - Huafa Co., Ltd. (600325.SH): Plans to raise no more than 3 billion yuan through a private placement [2] - Xuguang Electronics (600353.SH): Plans to raise no more than 1 billion yuan through a private placement [2]

作者 |第一财经 周楠 超四成公司交出"成绩单"，北交所2025年的业绩全貌正逐渐清晰。 2026.02.03 本文字数：2359，阅读时长大约4分钟 Wind统计显示，截至1月底，3家北交所公司发布2025年业绩快报，另有123家披露了当期业绩预告，合 计占到北交所公司总数的四成以上。上述公司里，去年实现盈利的有77家，盈利面超过六成。 有6家北交所公司预计2025年净利润过亿元。其中，去年年底上市的蘅东光（920045.BJ）业绩领先，去 年预计实现净利润2.7亿元至3.1亿元，增幅在八成以上。广信科技（920037.BJ）、吉林碳谷 （920077.BJ）等去年也增收增利，净利润超亿元。 北证50成份股继续发挥业绩"压舱石"作用，去年净利润排在前列的公司中，多家为该指数成份股，涉及 林泰新材（920106.BJ）、富士达（920640.BJ）等。值得一提的是，逾10家北交所公司有望在去年扭亏 为盈。 13家公司去年扭亏 截至1月底，3家已披露业绩快报的北交所公司是基康技术（920879.BJ）、联迪信息（920790.BJ）和华 信永道（920592.BJ）。其中，基康技术去年增收增利，当期营收4.08 ...

13家公司去年扭亏 2026.02. 03 本文字数：2359，阅读时长大约4分钟 作者 | 第一财经 周楠 超四成公司交出"成绩单"，北交所2025年的业绩全貌正逐渐清晰。 Wind统计显示，截至1月底，3家北交所公司发布2025年业绩快报，另有123家披露了当期业绩预告，合计占到北交所公司总数的四成以上。上述公司 里，去年实现盈利的有77家，盈利面超过六成。 有6家北交所公司预计2025年净利润过亿元。其中，去年年底上市的蘅东光（920045.BJ）业绩领先，去年预计实现净利润2.7亿元至3.1亿元，增幅 在八成以上。广信科技（920037.BJ）、吉林碳谷（920077.BJ）等去年也增收增利，净利润超亿元。 北证50成份股继续发挥业绩"压舱石"作用，去年净利润排在前列的公司中，多家为该指数成份股，涉及林泰新材（920106.BJ）、富士达 （920640.BJ）等。值得一提的是，逾10家北交所公司有望在去年扭亏为盈。 再从业绩增速来看，一批北交所公司有望在去年扭亏，且利润增幅较大。 根据披露，拾比佰（920768.BJ）2025年预计实现净利润5000万元至6000万元，同比增长1460.54%至17 ...

炬光科技(688167.SH)发布股价异动公告称，尽管近期光通信行业景气度提升，但截至2025年三季度， 公司光通信领域的收入占公司整体收入比例仍然很低，约为7%，尚未构成核心业绩支柱。提醒投资者 关注光通信行业技术迭代、市场竞争加剧、供需格局变化等风险，理性看待股价波动，注意投资风险。 ...

智通财经APP讯，杰普特(688025.SH)发布股价异动公告称，公司围绕光连接/光通讯应用领域开发了 MPO(Multi-fiber Push On)、光纤阵列单元(FAU)、MMC连接器及各类光纤组件产品，根据公司2025年前 三季度经营数据，光通信相关业务收入占公司总营业收入的比例不足5%，公司在该领域的发展前景受 到下游需求变化、产品研发速度、产能释放规划、市场拓展、行业竞争等因素影响，存在一定不确定 性。 ...

Core Viewpoint - Despite the recent improvement in the optical communication industry, the revenue from this sector for the company remains low, accounting for only about 7% of total revenue as of Q3 2025, and does not yet constitute a core performance pillar [1] Company Summary - The company has issued a stock price fluctuation announcement highlighting the low contribution of the optical communication sector to overall revenue [1] - The company emphasizes the need for investors to be aware of risks related to technological iterations, intensified market competition, and changes in supply-demand dynamics within the optical communication industry [1]

格隆汇2月3日丨炬光科技(688167.SH)公布，尽管近期光通信行业景气度提升，但截至2025年三季度， 公司光通信领域的收入占公司整体收入比例仍然很低，约为7%，尚未构成核心业绩支柱。提醒投资者 关注光通信行业技术迭代、市场竞争加剧、供需格局变化等风险，理性看待股价波动，注意投资风险。 ...

2026 年 02 月 03 日 中际旭创(300308.SZ) 红利 事件： 1 月 31 日，中际旭创发布全年业绩预告，公司预计 2025 年 1-12 月 业绩大幅上升，归属于上市公司股东的净利润为 98.00 亿至 118.00 亿，净利润同比增长 89.50%至 128.17%。公司预测业绩增长主要基 于：受益于算力需求，高速光模块等产品出货增加带动营收和利润提 升。虽然股份支付费用、存货与应收款减值损失、汇率下跌带来的汇 兑损失共计减少净利润约 6.06 亿元，但投资收益与公允价值变动损 益增加了净利润约 2.96 亿元，部分抵消了上述负面影响。 全球市场高速增长，需求远超供给: 全球 AI 算力建设正推动高端光模块需求高速增长，市场呈现"需求 远超供给"的紧平衡状态。根据 Lightcounting 预计，由于海内外科 技巨头（如 Alphabet、亚马逊、Meta、微软、阿里巴巴、腾讯、百度 等）创纪录的资本支出，当前包括光模块在内的许多产品需求超出供 应两倍以上。未来市场增速将直接取决于供应链的扩产能力。 增长的核心动力明确：一是 AI 基础设施对高速光模块与交换机的强 劲需求；二是光互连技 ...

Core Viewpoint - The company, Jieput, has developed various products in the optical connection and communication application field, but its revenue from optical communication-related businesses remains below 5% of total revenue, indicating uncertainty in its growth prospects due to various market factors [1] Group 1: Company Overview - Jieput has focused on developing products such as MPO (Multi-fiber Push On), fiber array units (FAU), MMC connectors, and various optical fiber components [1] - The revenue from optical communication-related businesses accounted for less than 5% of the company's total operating revenue in the first three quarters of 2025 [1] Group 2: Market Factors - The development prospects in the optical communication field are influenced by changes in downstream demand, product research and development speed, capacity release planning, market expansion, and industry competition [1] - There is a certain level of uncertainty regarding the company's growth in the optical communication sector due to these influencing factors [1]