证券日报网讯太辰光（300570）10月20日发布公告，在公司回答调研者提问时表示，光柔性板等领域的 突破性成果需要前期的持续开发。公司始终关注行业及市场需求变化，不断优化技术、提升优势，将配 合客户并协作推进设计研发工作。 ...

证券日报网讯太辰光（300570）10月20日发布公告，在公司回答调研者提问时表示，从去年起，公司大 幅扩充了MT插芯产能，是市场少有的可以实现从MT插芯到各类连接器生产的一体化企业，在产品质量 和供应链稳定上都具有较强竞争力。 ...

仕佳光子(688313.SH)在投资者关系活动记录表中称，公司开发出的800G/1.6T光模块用MT-FA产品已实 现批量出货，开发出的应用于硅光自动化封装耐高温FAU器件产品，实现小批量出货。目前公司CW DFB激光器芯片产品正按计划推进客户验证工作，部分产品已完成客户验证并实现小批量交付。公司已 结合战略规划、经营计划和市场客户需求，积极推进产能规划与生产线部署，同步优化生产工艺进一步 提升产品可靠性与成本竞争力，以快速响应市场需求。 ...

消息面上，兴证通信产业链调研显示，1.6T光模块需求持续上调。海外大客户近期上修2026年1.6T光模 块采购计划，部分客户提前锁定明年产能，行业总需求预计从1000万上修到1500万，再到近期的2000万 只，主要系GB300与后续Rubin平台加速部署，AI训练与推理网络带宽需求快速增长，1.6T产品进入量 产放量。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月20日｜A股市场CPO概念表现强势，其中，汇绿生态、剑桥科技涨停，天孚通信涨超9%，中 际旭创(300308)、景旺电子(603228)涨超8%，仕佳光子涨超7%，瑞斯康达(603803)、新易盛(300502)、 斯瑞新材、中富电路涨超5%。 | 代码 | 名称 | . | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | ...

从基金十大重仓股角度 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。 数据显示，招商资管旗下1只基金重仓仕佳光子。招商资管智达量化选股混合发起A（021692）二季度 持有股数7620股，占基金净值比例为1.66%，位居第七大重仓股。根据测算，今日浮盈赚取约2.1万元。 责任编辑：小浪快报 招商资管智达量化选股混合发起A（021692）成立日期2024年9月24日，最新规模1709.33万。今年以来 收益28.23%，同类排名2555/8234；近一年收益34.97%，同类排名2182/8095；成立以来收益26.83%。 10月20日，仕佳光子涨5.05%，截至发稿，报57.19元/股，成交6.37亿元，换手率2.44%，总市值262.39 亿元。 招商资管智达量化选股混合发起A（021692）基金经理为范万里。 资料显示，河南仕佳光子科技股份有限公司位于河南省鹤壁市淇滨区延河路201号，成立日期2010年10 月26日，上市日期2020年8月12日，公司主营业务涉及光 ...

Core Insights - Sichuan Xing San Li Optoelectronics Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The company is involved in various sectors including manufacturing and sales of optoelectronic devices, display devices, smart vehicle equipment, electronic components, and optical instruments [1] Company Overview - The legal representative of the company is Li Xiaoping [1] - The business scope includes general projects such as manufacturing and sales of optoelectronic devices, display devices, smart vehicle equipment, and electronic components [1] - The company also engages in the manufacturing and sales of technical glass products, optical glass, and new materials technology research and development [1] Operational Scope - The company is authorized to conduct business activities independently based on its business license, except for projects that require approval by law [1] - It is involved in trade brokerage, import and export of goods and technology, and domestic trade agency [1] - The company’s operations are subject to national regulations regarding special management measures for market entry [1]

Core Insights - Anqing Huaying Optoelectronics Technology Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The company is involved in a wide range of activities including the sales and manufacturing of optoelectronic devices, optical fibers, and communication equipment [1] Company Overview - The legal representative of the company is Liu Yan [1] - The registered capital is 1 million RMB [1] Business Scope - The company’s business includes general projects such as: - Sales and manufacturing of optoelectronic devices [1] - Sales of optical fibers and manufacturing of optical cables [1] - Sales and manufacturing of electronic products and industrial control computers [1] - Manufacturing of smart home gateways and network devices [1] - Provision of 5G communication technology services [1] - Manufacturing of optical glass and repair of broadcasting and television equipment [1]

Core Insights - Jiangsu Hongsheng Optoelectronic Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The company is involved in a wide range of activities including technology services, manufacturing of lighting fixtures, optoelectronic devices, communication equipment, integrated circuits, and various electronic components [1] Company Overview - The legal representative of the company is Tao Yongmei [1] - The business scope includes technology development, consulting, transfer, and promotion, as well as sales of electronic products and environmental protection equipment [1] Industry Implications - The establishment of Jiangsu Hongsheng indicates growth in the optoelectronic and electronic manufacturing sectors in China [1] - The diverse range of services and products suggests potential for innovation and expansion in technology-related fields [1]

Core Viewpoint - Tengjing Technology (688195.SH) reported a significant increase in revenue and net profit for Q3 2025, driven by the demand for AI computing power and growth in the optical communication components market [1] Financial Performance - The company's operating revenue for Q3 2025 reached 162 million yuan, representing a year-on-year growth of 34.83% [1] - The net profit attributable to shareholders was 27.21 million yuan, showing a year-on-year increase of 20.11% [1] Market Drivers - The growth in revenue is primarily attributed to the increasing demand for AI computing power, which has positively impacted the optical communication sector [1] - The company has been actively expanding its business and product delivery in the optical communication field, contributing to revenue growth [1] - High growth in the high-end optical module business for semiconductor equipment and a recovery in customer demand in the industrial laser sector also supported revenue increases [1]

We recently published 10 Stocks Stealing Today’s Spotlight; 5 on All-Time Highs. Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the best performers on Wednesday. Applied Optoelectronics surged by 15.7 percent on Wednesday to finish at $32.95 apiece as investors snapped up shares in more companies that would largely benefit from the booming artificial intelligence (AI) industry. Following a flurry of dealmaking activities over the past few weeks, Applied Optoelectronics, Inc. (NASDAQ:AAOI) appeared ...