证券代码：002281 证券简称：光迅科技 公告编号：（2025）072 武汉光迅科技股份有限公司 关于2022年限制性股票激励计划、2025年限制性股票激励计划部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、武汉光迅科技股份有限公司（以下简称"公司"）本次回购注销的限制性股票数量为176,000股，占回 购前公司总股本806,851,752股的0.0218%； 2、本次回购注销的14.00万股限制性股票的回购价格为10.99元/股，3.60万股限制性股票的回购价格为 28.27元/股； 3、本次回购注销涉及2022年限制性股票激励计划9人，2025年限制性股票激励计划4人，因2022年限制 性股票激励计划回购注销人员与2025年限制性股票激励计划回购注销人员中有3人发生重叠，故实际涉 及人员为10人； 4、公司应就本次限制性股票回购支付价款共计255.6320万元，全部为公司自有资金； 5、截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公司办理完成本次限制性股票 的回购注销手续； 6、本次回购注销完成后 ...

证券日报网讯 12月4日，瑞可达在互动平台回答投资者提问时表示，合资公司苏州瑞创公司主要进行高 速铜缆相关产品的主导推进，包括AEC、DAC和ACC产品，现阶段主要进行产品研发和试制、样品交 付、灰度测试和批量交付准备工作，整体工作进度推进顺利，有望在2026年Q1开始400G/800G产品的批 量交付。同时泰国瑞创公司也在按计划推进，2026年Q1可开始进行海外生产交付。 （文章来源：证券日报） ...

（原标题：主力资金丨出手超24亿元，这只龙头股获资金爆买！） 6个行业获主力资金净流入。 此外，还有天孚通信、宁德时代、航天发展、长川科技等主力资金净流入金额居前，均超5亿元。 25个主力资金净流出的行业中，电子行业主力资金净流出56.69亿元，居首；电力设备行业主力资金净流出金额超38亿元，有色金属、医药生物和 基础化工等行业净流出均超18亿元，居前列。 两只人形机器人概念股受青睐 从个股来看，50股主力资金净流入均超1亿元，其中18股净流入金额均超2亿元。 两只人形机器人概念股获主力资金大幅抢筹。龙头股三花智控主力资金净流入24.25亿元，居首；该股今日上涨7.51%，成交额达144.82亿元。巨 轮智能涨停，主力资金净流入8.62亿元，居次席，净流入额创2025年9月2日以来新高。 据证券时报·数据宝统计，今日（12月4日）沪深两市主力资金净流出214.71亿元，其中创业板净流出93.48亿元，沪深300成份股净流出31.92亿元。 行业板块方面，申万一级9个行业上涨，机械设备行业涨幅居首，达0.9%；电子、国防军工、通信和有色金属行业涨幅居前。22个下跌行业中， 综合行业跌2.11%，居首。美容护理、 ...

达华智能（维权）今日涨停，全天换手率15.45%，成交额10.47亿元，振幅12.23%。龙虎榜数据显示， 机构净卖出836.97万元，深股通净卖出1487.55万元，营业部席位合计净买入2.77亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.10%上榜，机构专用席位净卖出836.97万元，深股 通净卖出1487.55万元。 融资融券数据显示，该股最新（12月3日）两融余额为1.44亿元，其中，融资余额为1.44亿元，融券余额 为575.00元。近5日融资余额合计减少206.74万元，降幅为1.42%，融券余额合计减少29.00元，降幅 4.80%。（数据宝） 达华智能12月4日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国泰海通证券股份有限公司上海静安区新闸路证券营业部 | 9968.95 | 20.36 | | 买二 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 6085.10 | 12.57 | | 买三 | 开源证券股份有限公司西安西大街证券营业部 | 5453.00 ...

特发信息（维权）今日下跌2.46%，全天换手率25.59%，成交额29.60亿元，振幅15.26%。龙虎榜数据显 示，机构净卖出537.55万元，深股通净买入2145.36万元，营业部席位合计净卖出2182.85万元。 深交所公开信息显示，当日该股因日振幅值达15.26%上榜，机构专用席位净卖出537.55万元，深股通净 买入2145.36万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.95亿元，其中，买入成交额为2.45亿 元，卖出成交额为2.50亿元，合计净卖出575.04万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、买三、卖一、卖五，合计买入 金额1.02亿元，卖出金额1.07亿元，合计净卖出537.55万元，深股通为第一大买入营业部及第四大卖出 营业部，买入金额为6269.99万元，卖出金额为4124.63万元，合计净买入2145.36万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨0.28%，上榜后5日平均跌4.71%。 资金流向方面，今日该股主力资金净流入9330.57万元，其中，特大单净流入9346.85万元，大单资金净 流出16.27万元。 ...

通宇通讯今日上涨0.32%，全天换手率44.69%，成交额42.73亿元，振幅12.71%。龙虎榜数据显示，机构 净买入507.54万元，深股通净卖出1.46亿元，营业部席位合计净买入988.14万元。 深交所公开信息显示，当日该股因日换手率达44.69%上榜，机构专用席位净买入507.54万元，深股通净 卖出1.46亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.52亿元，其中，买入成交额为3.60亿 元，卖出成交额为4.92亿元，合计净卖出1.31亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、买三、买五、卖二、卖四、卖 五，合计买入金额1.87亿元，卖出金额1.81亿元，合计净买入507.54万元，深股通为第一大买入营业部 及第一大卖出营业部，买入金额为1.08亿元，卖出金额为2.55亿元，合计净卖出1.46亿元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨4.45%，上榜后5日平均涨11.65%。 资金流向方面，今日该股主力资金净流出1079.47万元，其中，特大单净流入1137.43万元，大单资金净 流出2216.90万元。近5日主力资金净流出7.8 ...

证券日报网讯12月4日，万马科技（300698）在互动平台回答投资者提问时表示，在数据中心领域，公 司已为浙江联通德清数据中心阿里项目、杭州杭钢云计算数据中心有限公司、中国电信（601728）杭州 智算中心等客户及项目提供数据中心机房配套产品服务。此外，公司今年首次在金融行业取得突破，成 功落地了银行的数据中心项目。因涉及商业保密要求，公司不便回复银行数据中心项目的具体客户等信 息，若达到披露标准，公司将在相关公告中予以披露。 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [12] Core Insights - Global AI computing demand is surging, with cloud vendors reporting strong financial results and rapidly accumulating cloud orders. Capital expenditures have been revised upward, significantly increasing investment intensity. The delivery of computing cards is accelerating, and the demand for data center interconnectivity continues to rise. The production capacity for optical chips is fully loaded, and there is a shortage of high-speed optical modules, leading to accelerated expansion in production [4][11] Summary by Sections Cloud Vendors: Strong Financial Performance and Increased Capex - Google Cloud achieved revenue of $102.35 billion in Q3 2025, a year-on-year increase of 15.9% and a quarter-on-quarter increase of 6.1%. The GAAP net profit reached $34.98 billion, up 33.0% year-on-year and 24.1% quarter-on-quarter. The operating margin for Google Cloud was 23.7%, reflecting a significant increase in AI-related service demand [23][26] - Amazon reported Q3 2025 revenue of $180.17 billion, a year-on-year increase of 13.4%. AWS revenue reached $33.01 billion, up 20.2% year-on-year, marking the highest growth rate in nearly 11 quarters. The backlog of AWS orders reached $200 billion [46][48] - Microsoft’s cloud revenue reached $49.10 billion in Q1 FY26, a year-on-year increase of 26%. The Azure and other cloud services revenue grew by 40%, driven by strong demand for AI solutions [55][57] GPU: Strong Demand and Accelerated Shipments - NVIDIA's GB300 saw large-scale shipments, with data center business booming. AMD's MI350 also experienced strong shipments, with significant collaborations with OpenAI [8] High-Speed Interconnect: Chip Shortages and Industry Expansion - Lumentum's optical chip shipments are strong, with future capacity sold out for six consecutive quarters. Coherent is actively expanding its production capacity for optical modules [9] AIDC Supporting Equipment: Network Architecture Expansion and Liquid Cooling Trends - Arista's revenue continues to grow significantly under the AI network strategy, while Vertiv's orders and revenue are also increasing, driven by the demand for liquid cooling and high-power distribution [10] Investment Recommendations - The report recommends several companies based on their strong positions in the AI and computing sectors, including: - Optical Modules: Zhongji Xuchuang, New Fiber, Tianfu Communication, Shijia Photon, Huamao Technology - Liquid Cooling: Invec - Optical Fiber and Cable: Fenghuo Communication, Hengtong Optic-Electric, Zhongtian Technology - Domestic Computing: Guangxun Technology, Huafeng Technology, Runze Technology, Guanghuan New Network, Aofei Data, ZTE Corporation, Unisplendour - AI Applications: Boshi Jie, Heertai, Tuobang Co., Yiyuan Communication, Meige Intelligent, Guanghetong, Ao Jie Technology [11]

Investment Highlights - The company is initiating coverage on Cankin Technology (688182) with an "Outperform" rating and a target price of 27.02 CNY, driven by the ongoing construction of 5G base stations and the expansion of application scenarios that create new demand [1] - The global market for dielectric waveguide filters is expected to grow at a compound annual growth rate (CAGR) of 15.5% from 2024 to 2033, benefiting the company as a leading domestic high-end electronic ceramic component manufacturer [1][2] - The company is optimistic about the development of new 5G application scenarios and the introduction of new HTCC customers, which sets it apart from market expectations [3] Product Development and Capacity Expansion - The company has developed eight ceramic formulation systems in the HTCC field and has completed the development and sampling of over ten types of HTCC packaging products, with a projected revenue growth of 330.01% year-on-year for the HTCC business in 2024 [2] - The production capacity is expected to exceed 750,000 units in 2024, representing a year-on-year increase of over nine times, which will gradually enhance performance as capacity is released [2] Profit Forecast and Valuation - The company forecasts earnings per share (EPS) of 0.31 CNY and 0.37 CNY for 2025 and 2026, respectively, with a CAGR of 58.9% from 2024 to 2026 [5] - Based on a 35 times price-to-earnings ratio for 2028, the target market value is estimated at 10.809 billion CNY, indicating an 11.66% upside potential from the current stock price [5]

据香港交易所披露，瑞银集团（UBS）对中兴通讯股份有限公司 - H股的多头持仓比例于2025年11月28 日从7.91%增至8.13%。 ...