分红方面，海能达A股上市后累计派现3.09亿元。近三年，累计派现0.00元。 今年以来海能达已经5次登上龙虎榜，最近一次登上龙虎榜为6月13日，当日龙虎榜净买入3.24亿元；买 入总计4.24亿元 ，占总成交额比23.25%；卖出总计1.01亿元 ，占总成交额比5.52%。 资料显示，海能达通信股份有限公司位于广东省深圳市南山区高新区北区北环路9108号海能达大厦，成 立日期1993年5月11日，上市日期2011年5月27日，公司主营业务涉及主要从事对讲机终端、集群系统等 专业无线通信设备的研发、生产、销售,并提供整体解决方案,是全球主要的专业无线通信设备提供商之 一和我国专业无线通信行业的龙头企业。主营业务收入构成为：终端44.36%，系统42.37%，OEM及其 他13.27%。 海能达所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：金融科技、区块 链、北斗导航、卫星导航、6G概念等。 截至6月30日，海能达股东户数29.05万，较上期增加1.57%；人均流通股4415股，较上期减少1.54%。 2025年1月-6月，海能达实现营业收入22.59亿元，同比减少17.50%；归母净利润 ...

五方光电：前三季度净利润同比下降43.49% 10月21日，五方光电（002962）发布2025年三季度报告，公司前三季度实现营业收入9.40亿元，同比增 长8.27%；归属于上市公司股东的净利润3631.09万元，同比下降43.49%。其中，第三季度实现营业收入 3.28亿元，同比增长10.09%；归属于上市公司股东的净利润870.42万元，同比下降62.90%。 资料显示，五方光电成立于2012年6月，主营业务是精密光电薄膜元器件的研发、生产和销售。 所属行业：电子–光学光电子–光学元件 帝奥微：拟购买模拟芯片公司荣湃半导体100%股权 股票复牌 10月21日，帝奥微（688381）发布公告称，公司拟以发行股份及支付现金的方式购买荣湃半导体（上 海）有限公司100%股权，并募集配套资金。本次交易尚处于筹划阶段。公司股票自2025年9月29日起停 牌，将于今日（10月21日）开市起复牌。 资料显示，帝奥微成立于2010年2月，主营业务是模拟集成电路产品的研发与销售。 所属行业：电子–半导体–模拟芯片设计 佳云科技：拟出售全资子公司海力保险100%股权 10月21日，佳云科技（300242）发布公告称，公司已 ...

今年以来太辰光已经3次登上龙虎榜，最近一次登上龙虎榜为9月4日，当日龙虎榜净买入-4471.02万 元；买入总计2.17亿元 ，占总成交额比6.80%；卖出总计2.61亿元 ，占总成交额比8.20%。 资料显示，深圳太辰光通信股份有限公司位于广东省深圳市坪山区坑梓街道秀新社区锦绣中路8号太辰 光通信科技园-101(1、2、3号楼)(一照多址企业)，成立日期2000年12月12日，上市日期2016年12月6 日，公司主营业务涉及光器件的研发、生产和销售。主营业务收入构成为：光器件产品98.02%，其他 1.81%，光传感产品0.17%。 10月21日，太辰光盘中上涨2.04%，截至10:25，报99.75元/股，成交4.41亿元，换手率2.33%，总市值 226.56亿元。 资金流向方面，主力资金净流入1775.55万元，特大单买入3609.37万元，占比8.18%，卖出3010.44万 元，占比6.82%；大单买入8408.99万元，占比19.05%，卖出7232.37万元，占比16.38%。 太辰光今年以来股价涨38.73%，近5个交易日涨3.91%，近20日跌13.19%，近60日涨0.72%。 太辰光所 ...

10月21日，新易盛盘中上涨2.01%，截至09:42，报335.86元/股，成交22.37亿元，换手率0.77%，总市值 3338.36亿元。 分红方面，新易盛A股上市后累计派现7.75亿元。近三年，累计派现4.93亿元。 资金流向方面，主力资金净流出6494.73万元，特大单买入3.83亿元，占比17.13%，卖出4.69亿元，占比 20.96%；大单买入5.00亿元，占比22.35%，卖出4.79亿元，占比21.42%。 机构持仓方面，截止2025年6月30日，新易盛十大流通股东中，香港中央结算有限公司位居第一大流通 股东，持股5057.47万股，相比上期增加3700.70万股。易方达创业板ETF（159915）位居第三大流通股 东，持股2186.54万股，相比上期增加584.05万股。华泰柏瑞沪深300ETF（510300）位居第七大流通股 东，持股1762.25万股，相比上期增加599.21万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股1259.46万股，相比上期增加444.54万股。华夏沪深300ETF（510330）位居第九大流通股东， 持股923.71万股，为新进股东。 ...

来源：新浪证券-红岸工作室 10月20日，联特科技涨4.00%，成交额4.72亿元，换手率7.69%，总市值116.65亿元。 异动分析 共封装光学(CPO)+5G+数据中心+人民币贬值受益+芯片概念 1、2022年12月8日互动易回复：公司拥有了光芯片集成、高速光器件以及高速光模块设计、生产的核心 能力，在高速信号设计和仿真、光学仿真和光耦合工艺领域掌握了相关核心技术。公司目前研发的有基 于EML（电吸收调制激光器）、SIP（硅光）、TFLN（薄膜铌酸锂）调制技术的800G光模块，以及用 于下一代产品NPO（近封装光学）/CPO（共封装光学）所需的高速光连接技术、激光器技术和芯片级 光电混合封装技术等。 2、光模块目前主要应用市场包括数通市场、电信市场和新兴市场。其中数通市场是光模块增速最快的 市场，目前已超越电信市场成为第一大市场，是光模块产业未来的主流增长点；电信市场是光模块最先 发力的市场， 5G 建设将大幅拉动电信用光模块需求。公司产品是数据中心和 5G 通信应用领域的上游 关键部件。 3、公司的光模块低功耗设计技术，通过独特的电路设计和算法优化，显著降低光模块产品功耗，在 5G 通信和数据中心应用 ...

Core Viewpoint - The article highlights the performance of several companies in the third quarter of 2025, showcasing significant revenue and profit growth across various sectors, particularly in technology and insurance industries [1][4][6]. Group 1: Company Performance - StarNet Yuda (002829) reported a revenue of 266 million yuan for the first three quarters, a year-on-year increase of 14.97%, with a net profit of 38.37 million yuan, up 260% [1]. - Tongyou Technology (300302) achieved a revenue of 154 million yuan in Q3, a remarkable year-on-year growth of 197.06%, and a net profit of 27.67 million yuan, up 300.46% [1]. - Yangjie Technology (300373) posted a revenue of 5.348 billion yuan for the first three quarters, a 20.89% increase, with a net profit of 974 million yuan, up 45.51% [2][3]. Group 2: Sector Insights - The semiconductor industry is experiencing strong growth, driven by sectors such as automotive electronics, artificial intelligence, and consumer electronics, which has positively impacted Yangjie Technology's performance [3]. - Tongyou Technology's revenue growth is attributed to its high-end products, particularly in storage systems, which accounted for over two-thirds of its total revenue and grew by 12.82% year-on-year [2]. Group 3: Earnings Forecasts - China Life Insurance (601628) expects its net profit for the first three quarters of 2025 to be between 156.79 billion yuan and 177.69 billion yuan, representing a year-on-year increase of approximately 50% to 70% [4][5]. - Zhuhai Gree (688772) anticipates a net profit of 367 million to 417 million yuan for the first three quarters, reflecting a growth of 36.88% to 55.54% compared to the previous year [6].

Core Viewpoint - Guangxun Technology's stock price has shown volatility, with a year-to-date increase of 13.75% but a recent decline of 6.40% over the past five trading days [1] Group 1: Stock Performance - As of October 17, Guangxun Technology's stock price was 59.05 CNY per share, with a market capitalization of 47.645 billion CNY [1] - The stock has experienced a 19.75% increase over the past 60 days, despite a 7.62% decline over the last 20 days [1] - The company has appeared on the trading leaderboard five times this year, with the most recent instance on September 2, where it recorded a net buy of -32.6727 million CNY [1] Group 2: Financial Performance - For the first half of 2025, Guangxun Technology reported a revenue of 5.243 billion CNY, representing a year-on-year growth of 68.59%, and a net profit of 372 million CNY, up 78.42% [2] - The company has distributed a total of 1.641 billion CNY in dividends since its A-share listing, with 537 million CNY in the last three years [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Guangxun Technology was 130,200, an increase of 5.18% from the previous period [2] - The average number of tradable shares per shareholder decreased by 4.91% to 5,938 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with changes in their holdings noted [2]

Market Performance - The main board led the gains with notable stocks such as Jingquanhua (+10.01%), Demingli (+10.00%), and Ruineng Technology (+9.99%) [1] - The ChiNext board saw significant increases with Xiling Information (+20.00%) and Xiangnong Chip Creation (+16.70%) [1] - The Sci-Tech Innovation board was led by Yingjixin (+14.24%) and Kaipu Cloud (+11.76%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+2.32%) and SW Other Electronics III (+1.97%) [1] Domestic News - JBD announced the launch of a new generation "Zou Juan" platform with a pixel density of 10,160 PPI, significantly reducing system-level energy consumption [1] - TSMC reported a third-quarter consolidated revenue of approximately NT$989.92 billion, a year-on-year increase of 30.3%, with a net profit of NT$452.3 billion, up 39.1% [1] - The State Administration for Market Regulation revealed that the number of new smart wearable product categories in China has exceeded 181,000, with smart headphones accounting for over two-thirds of the total [1] - Deep Textile announced plans to invest in a new production line for LCD and OLED polarizers in Shenzhen, with an annual production capacity of approximately 18 million square meters [1] Company Announcements - Shijia Photon reported total operating revenue of 1.56 billion yuan for the first three quarters of 2025, a year-on-year increase of 113.96%, with a net profit of 300 million yuan, up 727.74% [3] - Aobi Zhongguang forecasted operating revenue of 714 million yuan for the first three quarters of 2025, a year-on-year increase of 103.50%, achieving profitability [3] - Guangku Technology estimated a net profit between 110 million and 121 million yuan for the first three quarters of 2025, representing a growth of 97.00% to 117.00% year-on-year [3] - Yuxin Electronics reported total operating revenue of 572 million yuan for the first three quarters of 2025, a year-on-year increase of 40.97%, with a net profit of 73 million yuan, up 60.2% [3] International News - The UK government announced sanctions against several entities and individuals, including 11 Chinese entities, due to support for Russian energy and military industries [2] - Broadcom launched the Thor Ultra network chip, the first 800G Ethernet network interface card designed according to open standards, aimed at addressing high bandwidth and low latency interconnect needs [2] - Oracle announced plans to deploy 50,000 AMD MI450 AI chips in its data centers starting in the third quarter of 2026, aiming to provide a publicly available AI supercluster [2] - The US FCC reported that major e-commerce platforms have removed millions of banned Chinese electronic products, affecting companies like Huawei and ZTE [2]

烽火通信所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：湖北自贸区、服 务器、一体机概念、光纤光缆、东数西算等。 截至6月30日，烽火通信股东户数12.82万，较上期减少8.49%；人均流通股9102股，较上期增加9.28%。 2025年1月-6月，烽火通信实现营业收入111.17亿元，同比减少19.73%；归母净利润2.87亿元，同比增长 32.02%。 10月16日，烽火通信盘中上涨2.02%，截至10:37，报26.78元/股，成交5.61亿元，换手率1.79%，总市值 345.25亿元。 资金流向方面，主力资金净流入1050.02万元，特大单买入8157.77万元，占比14.54%，卖出6626.49万 元，占比11.81%；大单买入1.25亿元，占比22.33%，卖出1.30亿元，占比23.19%。 烽火通信今年以来股价涨38.89%，近5个交易日跌3.70%，近20日涨10.30%，近60日涨24.97%。 今年以来烽火通信已经1次登上龙虎榜，最近一次登上龙虎榜为2月19日，当日龙虎榜净买入2.59亿元； 买入总计4.90亿元 ，占总成交额比18.26%；卖出总计2.31亿元 ...

Core Insights - The stock price of Guangxun Technology increased by 2.04% on October 16, reaching 61.15 CNY per share, with a total market capitalization of 49.339 billion CNY [1] - The company has seen a year-to-date stock price increase of 17.80%, but a decline of 7.98% over the last five trading days [1] Financial Performance - For the first half of 2025, Guangxun Technology reported a revenue of 5.243 billion CNY, representing a year-on-year growth of 68.59%, and a net profit attributable to shareholders of 372 million CNY, up 78.42% year-on-year [2] - The company has distributed a total of 1.641 billion CNY in dividends since its A-share listing, with 537 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 130,200, with an average of 5,938 shares held per shareholder, a decrease of 4.91% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3] Market Activity - Guangxun Technology has appeared on the trading leaderboard five times this year, with the most recent occurrence on September 2, where it recorded a net buy of -32.6727 million CNY [1] - The company operates in the communication equipment sector, focusing on optoelectronic devices and subsystems, with a revenue composition of 70.86% from data and access, and 28.94% from transmission [1][2]