天孚通信（300394.SZ）1月3日在投资者互动平台表示，公司定位光器件整体解决方案提供商和光电先 进封装制造服务商，产品广泛应用于电信通信、数据中心、光纤连接和汽车辅助驾驶用激光雷达等领 域，暂不适用于卫星导航或商业航天领域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的产品是否有应用于卫星导航、商业航天 领域？贵公司的产品是否适配太空数据中心建设？贵公司是否有参与或计划参与太空数据中心建设？ ...

证券代码：688143 证券简称：长盈通 公告编号：2025-091 武汉长盈通光电技术股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： ● 股东会召开日期：2026年1月15日 2026年第一次临时股东会 召开日期时间：2026年1月15日 14 点 30分 召开地点：湖北省武汉市东湖新技术开发区高新五路80号武汉长盈通光电技术股份有限公司会议室 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026年1月15日 至2026年1月15日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资 ...

Group 1: Company Overview and Market Position - The company has established partnerships with major domestic clients and is actively expanding into international markets [1][2] - The 200G and below low-speed optical modules have achieved stable mass production, while 400G/800G high-speed modules are in the sample testing phase with expected small batch shipments in Q2 2026 [1][2] Group 2: Strategic Development and Capacity Expansion - The company adopts a customer demand-driven approach for capacity expansion, focusing on small batch production to explore market needs before scaling up [3] - A stepwise development strategy is employed, starting with mature products to build customer resources and industry experience before moving to high-value products [3] Group 3: Importance of 200G and Below Optical Modules - The decision to prioritize 200G and below optical modules is based on their strong demand stability and significant economies of scale, which enhance market competitiveness [5] - Stable mass production of these modules supports the development of high-speed module production lines and improves overall operational efficiency [5] Group 4: Core Competencies and Innovations - The company has strong capabilities in scaling production and converting laboratory technologies into market-ready products, which benefits the optical communication business [6] - Emphasis on innovation and cost structure optimization through continuous process improvements and automation enhances competitive advantages [7] Group 5: Micro LED Technology Strategy - The Micro LED optical interconnect technology addresses key issues in high bandwidth and high-speed scenarios, positioning the company for long-term growth in optical communication [8][10] - Current focus is on achieving breakthroughs in core light source technology and building intellectual property barriers for future industrialization [10] Group 6: Smart Terminal Business Outlook for 2026 - The smart terminal business is expected to recover in 2026 due to global layout strategies, automation improvements, and diversification of product offerings [10]

Core Viewpoint - The article discusses the IPOs of several companies, including 蘅东光, 天溯计量, and 锡华科技, highlighting their business models, market positions, and potential risks associated with their operations. Group 1: 蘅东光 - 蘅东光, established in September 2011, specializes in the R&D, manufacturing, and sales of passive optical devices in the optical communication field, recognized as a national high-tech enterprise [2] - The company has achieved significant technological milestones, including 111 domestic patents and 1 international patent, and has established long-term partnerships with major clients like AT&T, Verizon, and Google [2] - 蘅东光's assets and revenue are projected to grow rapidly, with a compound annual growth rate (CAGR) of 61.34% for total assets and 66.33% for revenue from 2022 to 2024 [3] Group 2: 天溯计量 - 天溯计量, founded in 2009, is an independent third-party measurement and testing service provider, offering calibration, testing, and certification services across various fields [4] - The company has developed extensive battery testing capabilities and serves notable clients in the new energy sector, including 中创新航 and 小鹏汽车 [4] - 天溯计量's gross margin has shown a declining trend, with figures of 52.67%, 53.86%, 53.40%, and 51.56% from 2022 to the first half of 2025, indicating potential pricing pressures in the market [5][6] Group 3: 锡华科技 - 锡华科技 focuses on the R&D, manufacturing, and sales of specialized components for large high-end equipment, particularly in the wind power sector, and is recognized for its comprehensive service capabilities [6] - The company has a high customer concentration risk, with revenue from its top five clients accounting for over 90% of its main business income from 2022 to 2025 [7] - 锡华科技 aims to reduce its customer concentration by expanding its production capacity and acquiring new clients, although it remains vulnerable to fluctuations in its major clients' performance [7] Group 4: 纳百川 - 纳百川, established in 2007, specializes in thermal management products for electric vehicle batteries and fuel vehicles, being one of the early entrants in the new energy vehicle sector [8] - The company has a strong partnership with 宁德时代, with significant revenue dependence on this client, accounting for over 44% of its sales from 2022 to the first quarter of 2025 [9][10] - Despite its growth, 纳百川 acknowledges the risks associated with its reliance on 宁德时代, particularly if market conditions change and demand decreases [10]

（编辑 任世碧） 证券日报网讯 12月22日，科信技术在互动平台回答投资者提问时表示，公司光通信网络解决方案主要 为客户提供传输网、接入网和无线网的光纤物理连接产品、模块和器件；主要产品是光网络配线产品、 光器件、智能ODN等，占公司整体销售收入比例较低，具体可参考公司定期报告。 ...

摩根士丹利预计，由于人工智能基础设施的持续建设，多家网络和电信设备公司将在2026年表现优异。 该行表示，思科系统(CSCO.US)和Arista网络(ANET.US)在2026年存在机会，主要在于以太网技术将继 续扩大市场份额，它们在AI相关股票中价格仍有吸引力，且其盈利增长不依赖于提价。"对于思科，我 们认为主权国家和光业务带来的机会可能会推动其股价上行，"摩根士丹利分析师Meta Marshall和Mary Lenox在一份2026年展望报告中写道。"对于Arista，我们认为近期围绕其市场份额的市场观点变得特别 悲观，但随着一季度财报公布以及首批部署开始启用后机会变得更加清晰，这种观点有可能逆转。" 今年以来，摩托罗拉股价已下跌20%，这可能是由于对政府停摆的担忧所致。该停摆持续了43天，于11 月中旬结束，是美国历史上最长的一次。"我们认为摩托罗拉解决方案的抛售幅度超出了可解释的范 围，并看到了一个有吸引力的切入点，因为该公司与标普500指数的估值差距已经缩小，"Marshall和 Lenox表示。 摩根士丹利还预计康宁(GLW.US)、Ciena(CIEN.US)、Lumentum控股(LITE. ...

随着AI算力、数据中心等领域需求持续扩容，光通信产业链（尤其是光模块、光器件等核心环节）景 气度大幅攀升，博菲电气、通鼎互联、长飞光纤、奕东电子、中瓷电子领涨，题材相关企业整理如下： 博菲电气（002155.SZ） 最新股价：37.46元 日涨幅：+10.01% 亮点：VPI树脂应用于光模块、通信领域降温热 通鼎互联（002491.SZ） 最新股价：6.22元 日涨幅：+10.00% 亮点：通信线缆全产业链企业，建成覆盖光纤预制棒、光纤等业务的完整产业链，光光纤缆、光棒领域 一体化优势突出 长飞光纤（601869.SH） 最新股价：98.23元 日涨幅：+10.00% 最新股价：174.00元 亮点：全球光纤光缆行业领先企业，拥有国内该行业唯一国家重点实验室，形成光通信相关产品及服务 一体化产业链 奕东电子（301123.SZ） 最新股价：52.78元 日涨幅：+20.01% 亮点：光通信组件属连接器零组件类产品，具备固定、散热等功能，终端应用于通讯基站、数据中心等 领域 中瓷电子（003031.SZ） 最新股价：74.88元 日涨幅：+10.00% 亮点：国内规模最大的高端电子陶瓷外壳制造商，产品涵盖光通信 ...

证券日报网12月12日讯兆驰股份（002429）在12月10日回答调研者提问时表示，公司光通信业务与LED 产业链协同优势显著：一是产能复用，现有20腔MOCVD设备可全面覆盖Mini显示芯片、红外芯片及光 芯片生产需求，核心资本开支已完成，本次激光芯片投资仅需补充后段辅助设备，显著降低投入成本。 二是技术同源，光芯片的制程工艺与外延生长环节，与公司现有化合物半导体业务技术高度同源，现有 MOCVD及光刻、刻蚀等前段设备可直接复用，工艺兼容性强，助力业务高效落地。三是布局成型，公 司现已高效完成工艺迁移与产线共线验证，光芯片-光器件-光模块垂直一体化布局已初步成型。公司将 以DFB芯片小批量出货为起点，持续突破更高速率光芯片技术，通过垂直一体化优势创造新的收入增长 引擎。 ...

Market Overview - The Shanghai Composite Index fell by 0.70%, dropping below 3900 points, while the ChiNext and Shenzhen Composite Indexes both declined by over 1% [1] - More than 4300 stocks in the two markets experienced declines, with notable increases in stocks like Moer Thread, which surged nearly 30% [1] Aerospace and Defense - Aerospace Power has seen three consecutive trading days of gains, indicating strong market interest [3] - The company is a subsidiary of the China Aerospace Science and Technology Corporation, primarily engaged in the development of liquid rocket engines [3] Telecommunications and Technology - DreamNet Technology launched a rich media communication service for 5G, integrating various communication methods [5] - The company collaborates with Alibaba for cloud computing, enhancing its capabilities in key industries such as finance and public utilities [5] Energy and Utilities - Companies in the cable sector, such as Tongguang Cable, have seen significant stock price increases due to their involvement in national grid projects [3] - The company produces OPGW cables used in high-voltage power projects, integrating AI for improved fault location accuracy [3] Consumer Goods - Dongbai Group has maintained a strong market presence with six consecutive trading days of gains, focusing on retail and commercial real estate [5][7] - The company primarily operates in the department store sector while also engaging in property development and leasing [7] Renewable Energy - China Tianying is a leader in the domestic waste incineration power generation sector, with advancements in energy storage technology [7] - The company is expanding its operations into distributed photovoltaic power generation and wind energy [7] Robotics - Jiafeng Co. is involved in the precision reduction gear manufacturing for industrial robots, indicating growth in the robotics sector [7] - The company aims to provide standardized products and custom solutions for robot manufacturers [7] Real Estate - Vanke is reportedly discussing bond extension matters, indicating ongoing financial restructuring efforts [8] - The company is facing challenges but is actively seeking solutions to stabilize its financial position [8]

本次投资是公司使用发行境外上市外资股(H股)募集资金与专业机构共同进行的投资，能够充分利用专 业机构在投资领域的资源和优势，在合理控制风险的前提下，开展股权投资业务，以获取中长期投资回 报。同时，通过重点布局光器件、芯片及核心IC领域企业，能够加强公司对产业链上下游的掌控力，提 升公司的技术能力和供应链韧性，提高下游市场覆盖率和扩大市场影响力，多样化公司的投资组合及最 大化战略及经营协同效应，符合公司长远发展战略及募集资金使用规划。 合伙企业的投资标的是集成电路、人工智能等先进制造、信息技术类新兴行业的未上市/挂牌成长性、 创新性企业，重点聚焦光器件、芯片及核心IC领域企业，主要投资阶段为初创期以及成长期。在符合相 关法律法规及监管要求的前提下，合伙企业可参与境外优质科技企业的股权投资及境外资产的配置。资 金闲置期间，可投资于银行活期存款、国债、中央银行票据、货币市场基金等中国证监会认可的现金管 理工具。 剑桥科技(06166)公布，公司拟以发行境外上市外资股(H股)募集资金人民币500万元受让陈璐持有的扬 中幸福家园创业投资合伙企业(有限合伙)(以下简称"合伙企业")99.99%的财产份额(对应认缴份额1亿 ...