在宁波市，张国清来到新能源汽车全固态电池、光学仪器与元件、行业垂直模型等专精特新企业，详细 了解研发创新、生产经营、转型升级等情况。他强调，专精特新企业是中小企业的排头兵，是建设制造 强国、发展新质生产力的生力军。要支持专精特新企业始终坚持技术创新，持续加大研发投入，在行业 细分领域深耕细作、打造"独门绝技"，以专注铸专长、以配套强产业、以创新赢市场。要推进强链补链 固链，鼓励龙头企业、链主企业开放创新资源和应用场景，与专精特新企业深化对接合作，推动大中小 企业融通创新发展，协同提升产业链供应链韧性和国际竞争力。要加快数字化智能化转型，培育行业垂 直模型，推动人工智能等新技术在研发设计、生产制造、工艺优化等环节应用，提升精益生产、柔性制 造等水平。要健全梯度培育体系，加强融资、知识产权保护、市场准入、迭代应用等方面支持，发挥先 进制造产业投资基金、制造业转型升级基金、中小企业发展基金等作用，激发涌现更多专精特新企业。 在浙期间，张国清还到舟山国家石油储备基地和绿色石化基地，深入了解化工园区安全整治提升、化工 老旧装置更新改造等情况。他强调，要深入推进化工行业安全生产治本攻坚，加强重大危险源、关键装 置和重点部 ...

证券日报网讯 波长光电9月29日在互动平台回答投资者提问时表示，公司与浙江大学极端光学技术与仪 器全国重点实验室共建"联合实验室"，是公司坚持自主研发和合作研发相结合的具体措施之一，合作方 向以公司发布的信息为准，另研发具有不确定性，请注意投资风险。 （编辑 王雪儿） ...

Group 1 - The core viewpoint of the news is that 麦克奥迪 (Xiamen McAudie Electric Co., Ltd.) has seen a stock price increase of 6.23%, reaching 19.96 CNY per share, with a trading volume of 575 million CNY and a turnover rate of 5.89%, resulting in a total market capitalization of 10.328 billion CNY [1] - 麦克奥迪 was established on November 4, 2002, and went public on July 26, 2012. The company's main business segments include "medical business," "optoelectronic business," and "smart electrical business" [1] - The revenue composition of 麦克奥迪 is as follows: electrical products account for 60.06%, microscopes account for 25.64%, and medical products and services account for 14.30% [1] Group 2 - 华夏行业景气混合 (Huaxia Industry Prosperity Mixed Fund) has entered the top ten circulating shareholders of 麦克奥迪, holding 2.4513 million shares, which is 0.48% of the circulating shares. The estimated floating profit today is approximately 2.868 million CNY [2] - The fund was established on February 4, 2017, with a latest scale of 7.261 billion CNY. Year-to-date returns are 59.33%, ranking 665 out of 8173 in its category; the one-year return is 105.64%, ranking 433 out of 8003; and since inception, the return is 389% [2] Group 3 - The fund manager of 华夏行业景气混合 is 钟帅, who has been in the position for 5 years and 61 days. The total asset scale of the fund is 8.253 billion CNY, with the best fund return during his tenure being 181.19% and the worst being 14.47% [3]

Group 1 - The core viewpoint of the news is that 麦克奥迪 (Xiamen McAudie Electric Co., Ltd.) has seen a significant stock price increase of 6.23%, reaching 19.96 CNY per share, with a trading volume of 577 million CNY and a turnover rate of 5.91%, resulting in a total market capitalization of 10.328 billion CNY [1] - 麦克奥迪 was established on November 4, 2002, and went public on July 26, 2012. The company operates in three main business segments: medical business, optoelectronic business, and smart electrical business [1] - The revenue composition of 麦克奥迪 is as follows: electrical products account for 60.06%, microscopes for 25.64%, and medical products and services for 14.30% [1] Group 2 - From the perspective of fund holdings, one fund under 鑫元基金 (Xinyuan Fund) has a significant position in 麦克奥迪. The fund, 鑫元国证2000指数增强A (018579), held 74,200 shares in the second quarter, representing 0.92% of the fund's net value, making it the sixth-largest holding [2] - The fund has achieved a year-to-date return of 35.35%, ranking 1449 out of 4220 in its category, and a one-year return of 74.85%, ranking 1034 out of 3820 [2] - The fund manager, 刘宇涛 (Liu Yutao), has been in charge for 3 years and 7 days, with a total asset scale of 554 million CNY. The best return during his tenure is 34.06%, while the worst is -0.31% [2]

Core Viewpoint - Yongxin Optical has announced that its stock price has seen a significant cumulative increase recently, leading to a higher-than-average price-to-earnings (P/E) ratio compared to its industry peers, indicating potential investment risks [1] Company Overview - The main business of Yongxin Optical includes optical microscope business, barcode machine vision business, laser radar business, and medical optical business [1] - Key products consist of optical microscopes and core optical components, which are primarily used in life sciences, smart healthcare, autonomous driving, and supermarket logistics [1] Financial Impact - The revenue generated from lithography equipment, which is not a primary product of the company, accounts for less than 1% of the total operating income, suggesting it will not have a significant impact on the company's overall performance [1]

格隆汇9月19日丨永新光学(603297.SH)公布，公司主营业务为光学显微镜业务、条码机器视觉业务、激 光雷达业务及医疗光学业务，主要产品包括光学显微镜及核心光学元组件等，产品主要应用于生命科 学、智慧医疗、自动驾驶及商超物流等。光刻机设备非公司产品的主要应用领域，相关收入占公司营业 收入比重不足1%，不会对公司业绩产生重大影响。 ...

Core Viewpoint - Recently, Keda (Jiangxi) Optical Technology Co., Ltd. was established with a registered capital of 50 million RMB, focusing on the production and sales of various medical devices and optical instruments [1] Company Summary - The legal representative of Keda (Jiangxi) Optical Technology Co., Ltd. is Shu Chuanjin [1] - The company has a registered capital of 50 million RMB [1] - The business scope includes the production of Class I and Class II medical devices, as well as the operation of Class III medical devices [1] Industry Summary - The company is involved in a wide range of activities including technology services, optical instrument manufacturing, and sales [1] - It also engages in the production and sales of electronic measuring instruments and components, as well as technical glass products [1] - The company provides various technology consulting services, including artificial intelligence public service platform technology consulting [1]

值得注意的是，永新光学已连续3个交易日涨停。公司昨日晚间提示，经自查，未发现对公司股票交易 价格产生重大影响的媒体报道。公司关注到部分媒体将公司列入半导体、光刻机（胶）概念。公司主营 业务为光学显微镜及光学元组件产品，业务模式未发生重大变化。公司产品商业模式偏向定制化、多品 种、小批量，应用领域广泛且相对分散。光刻机相关光学元组件业务占公司营收比重较小，占公司营业 收入比重不足1%，目前不是公司的核心业务，不会对公司当期业绩产生重大影响。敬请投资者审慎对 待，谨防热点概念型炒作，注意投资风险。 光刻机概念19日盘中再度走强，截至发稿，波长光电20%涨停续创新高，腾景科技涨约14%亦创出新 高，凯美特气、永新光学、海立股份等均涨停；茂莱光学涨约8%，盘中一度涨超10%，逼近500元大关 创历史新高。 ...

公司产品商业模式偏向定制化、多品种、小批量，应用领域广泛且相对分散。光刻机相关光学元组件业 务占公司营收比重较小，占公司营业收入比重不足1%，目前不是公司的核心业务，不会对公司当期业 绩产生重大影响。 敬请投资者审慎对待，谨防热点概念型炒作，注意投资风险。 （文章来源：国际金融报） 9月18日，永新光学(603297.SH)发布股票交易异常波动公告称，经公司自查，未发现对公司股票交易价 格产生重大影响的媒体报道。 公司关注到部分媒体将公司列入半导体、光刻机（胶）概念。公司主营业务为光学显微镜及光学元组件 产品，业务模式未发生重大变化。 ...

Group 1 - Yongxin Optical (603297.SH) announced on September 18 that it did not find any media reports significantly impacting its stock price after an internal review [1] - The company noted that some media outlets have categorized it within the semiconductor and lithography machine sectors, which have recently become active [1] - On September 9, the Ministry of Industry and Information Technology published a document listing the first major technical equipment promotion application guidance catalog for 2024, which includes fluorinated krypton and fluorinated argon lithography machines under electronic special equipment [1] Group 2 - According to Yongxin Optical's 2025 semi-annual report, its semiconductor optical business has secured multiple projects for lithography and measurement equipment from leading companies due to its technological advantages [1] - The optical components and modules are expected to gradually convert starting from the second half of the year [1] - In the first half of 2025, the company achieved operating revenue of 441 million yuan, a year-on-year increase of 2.95%, and a net profit attributable to shareholders of 108 million yuan, a year-on-year increase of 8.75% [1]