11月26日，中际旭创涨5.35%，截至发稿，报505.31元/股，成交73.32亿元，换手率1.35%，总市值 5614.59亿元。 资料显示，中际旭创股份有限公司位于山东省龙口市诸由观镇驻地，成立日期2005年6月27日，上市日 期2012年4月10日，公司主营业务涉及电机定子绕组制造装备的研发、设计、制造、销售与服务;光模块 设备制造。主营业务收入构成为：光通信收发模块97.58%，汽车电子1.74%，光组件0.67%。 从基金十大重仓股角度 截至发稿，施红俊累计任职时间6年92天，现任基金资产总规模374.02亿元，任职期间最佳基金回报 94.65%， 任职期间最差基金回报-24.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，鹏扬基金旗下1只基金重仓中际旭创。鹏扬中证科创创业50ETF（588350）三季度减持10.84 万股，持有股数41.73万股，占基金净值比例为8.27%，位居第三大重仓股。根据测算，今日浮盈赚取约 1 ...

Core Viewpoint - Zhongji Xuchuang experienced a decline of 5.04% on November 10, with a stock price of 465.34 CNY per share and a total market capitalization of 517.05 billion CNY [1] Company Overview - Zhongji Xuchuang Co., Ltd. is located in Longkou City, Shandong Province, established on June 27, 2005, and listed on April 10, 2012 [1] - The company's main business includes the research, design, manufacturing, sales, and service of motor stator winding equipment and optical module manufacturing [1] - Revenue composition: Optical communication transceiver modules account for 97.58%, automotive electronics 1.74%, and optical components 0.67% [1] Fund Holdings - A fund under Guotai Haitong Asset Management holds a significant position in Zhongji Xuchuang, specifically the Guotai Haitong Technology Innovation Selected Three-Month Holding Stock Initiation A (017209) [2] - In the third quarter, the fund reduced its holdings by 1,900 shares, retaining 800 shares, which represents 1.07% of the fund's net value, ranking it as the ninth largest holding [2] - The fund has a total scale of 19.65 million CNY and has achieved a year-to-date return of 41.67%, ranking 1038 out of 4216 in its category [2] Fund Manager Performance - The fund manager, Liu Sheng, has been in position for 1 year and 82 days, with total assets under management of 4.32 billion CNY [2] - During Liu Sheng's tenure, the best fund return was 86.47%, while the worst was -1.52% [2]

Core Viewpoint - The company, 罗博特科, confirmed that its ficonTEC equipment can be utilized for both 1.6T optical modules and 1.6T silicon optical modules, and it includes both automated production lines and coupling equipment [2]. Summary by Categories - **Product Application** - ficonTEC equipment is applicable for both 1.6T optical modules and 1.6T silicon optical modules [2]. - **Equipment Types** - The equipment includes both automated production lines and coupling devices [2]. - **Additional Information** - Detailed information regarding ficonTEC equipment can be found in the company's previously disclosed reports and subsequent announcements [2].

Group 1: Company Overview - The company is engaged in the production of optical fiber connectors, ceramic inserts, and AOC products at its Vietnam factory, with current production capacity not fully utilized [3] - The company has established long-term trust-based partnerships with overseas major clients, focusing on enhancing product competitiveness to maintain stable supply relationships [2] Group 2: Impact of Trade Relations - The impact of US-China trade tensions on the company is minimal, as the settlement model with major clients is based on FOB, allowing for effective risk management through communication and collaboration [2] Group 3: Product Development and Capacity Expansion - The company has significantly expanded its MT connector production capacity since last year, positioning itself as a rare integrated manufacturer capable of producing various connectors [3] - The company is actively pursuing breakthroughs in flexible circuit boards and other new products, emphasizing continuous development and collaboration with clients to adapt to market demands [3] Group 4: Licensing and Market Opportunities - The company has obtained a non-exclusive license for MDC connectors, enabling it to manufacture and sell high-density optical fiber connectors and adapters globally, supported by US Conec [3]

Company Overview - Zhongji Xuchuang Co., Ltd. is located in Longkou City, Shandong Province, established on June 27, 2005, and listed on April 10, 2012 [1] - The company specializes in the research, design, manufacturing, sales, and service of motor stator winding equipment and optical module equipment [1] - The revenue composition of the company includes 97.58% from optical communication transceiver modules, 1.74% from automotive electronics, and 0.67% from optical components [1] Stock Performance - On September 18, Zhongji Xuchuang's stock rose by 5.13%, reaching a price of 427.03 CNY per share, with a trading volume of 20.482 billion CNY and a turnover rate of 4.55% [1] - The total market capitalization of Zhongji Xuchuang is 474.481 billion CNY [1] Fund Holdings - According to data, one fund under Jianxin Fund has a significant holding in Zhongji Xuchuang [2] - Jianxin Chuangye ETF (159956) increased its holdings by 300 shares in the second quarter, totaling 30,900 shares, which accounts for 3.64% of the fund's net value, making it the fourth-largest holding [2] - The Jianxin Chuangye ETF has a total scale of 124 million CNY and has achieved a return of 48.4% year-to-date, ranking 560 out of 4222 in its category [2]

Group 1: Tianfu Communication - In the first half of 2025, Tianfu Communication achieved revenue of 2.456 billion yuan, a year-on-year increase of 57.84%, and a net profit of 899 million yuan, up 37.46% year-on-year [1] - The growth in active business is primarily driven by the increased delivery of high-speed active products, with strong demand for these products [1] - The company's Thailand factory has commenced production, with phase two in the R&D and customer verification stage, expecting large-scale production next year [1] - The decline in gross margin is attributed to changes in product structure, with an increased revenue share from active products [1] - The company maintains high R&D investment and collaborates with customers to develop new products [1] Group 2: Liyuanheng - Liyuanheng anticipates that the domestic power battery equipment market will experience structured growth over the next 1-2 years, driven by equipment updates and new production equipment demands from leading battery manufacturers [2] - The company aims to enhance competitiveness through R&D, global operations, and the establishment of a service network, along with the synergy between consumer and power battery businesses [2] - A major client strategy has improved the company's operational quality and financial performance, including enhanced gross margins and reduced expense ratios [2] - The focus is on next-generation continuous production isostatic equipment, collaborating with battery material companies and cell manufacturers to tackle technical challenges [2] - The reduction in period expenses is attributed to improved operational efficiency and organizational optimization [2]

Group 1 - The core point of the article is that Guangge Technology reported significant revenue growth for the first half of 2025, with a revenue of 87,380,277.47 yuan, representing a year-on-year increase of 71.44% [1] - Despite the revenue growth, the company reported a net loss attributable to shareholders of 31,377,466.92 yuan [1]

Group 1 - A new company, Suzhou Xunjing Tongguang Communication Co., Ltd., has been established with a registered capital of 2 million RMB [1] - The legal representative of the company is Zhang Guanming [1] - The company's business scope includes manufacturing and sales of optical communication equipment, communication equipment, optoelectronic devices, and electronic components [1] Group 2 - The company is also involved in the sales of fiber optic cables, industrial automation control systems, and various mechanical parts [1] - Additional services offered by the company include technical services, development, consulting, and technology transfer [1] - The company operates under the principle of conducting business activities independently as per its business license [1]

Group 1 - The company, Keri Technology (002957), emphasizes its commitment to a major client strategy, focusing on providing optical communication equipment to both domestic and international major clients [1]

Group 1 - The establishment of Risheng Technology (Changzhou) Co., Ltd. has been recently reported, with a registered capital of 20 million yuan [1] - The legal representative of the new company is Si Rongzhu, indicating a formal leadership structure [1] - The business scope includes manufacturing and sales of pumps and vacuum equipment, as well as optical communication equipment [1] Group 2 - Risheng Technology is wholly owned by Riying Electronics (603286), highlighting a direct corporate relationship [1]