波长光电所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：光刻机、光刻胶、光学、 激光雷达、3D打印等。 截至9月30日，波长光电股东户数4.43万，较上期增加63.76%；人均流通股1045股，较上期减少 38.94%。2025年1月-9月，波长光电实现营业收入3.45亿元，同比增长24.66%；归母净利润2576.43万 元，同比减少16.39%。 分红方面，波长光电A股上市后累计派现6017.34万元。 机构持仓方面，截止2025年9月30日，波长光电十大流通股东中，永赢半导体产业智选混合发起A （015967）位居第一大流通股东，持股200.00万股，持股数量较上期不变。香港中央结算有限公司位居 第二大流通股东，持股110.27万股，相比上期增加44.20万股。金信稳健策略混合A（007872）位居第三 大流通股东，持股100.00万股，相比上期减少68.20万股。德邦半导体产业混合发起式A（014319）位居 第三大流通股东，持股100.00万股，相比上期减少20.00万股。富国创新科技混合A（002692）位居第五 大流通股东，持股30.00万股，为新进股东。金信精选成长混合A（018 ...

12月25日，波长光电涨5.06%，截至发稿，报112.20元/股，成交9.36亿元，换手率18.64%，总市值 129.84亿元。 资料显示，南京波长光电科技股份有限公司位于江苏省南京市江宁区湖熟工业集中区波光路18号，成立 日期2008年12月24日，上市日期2023年8月23日，公司主营业务涉及国内精密光学元件、组件的主要供 应商，长期专注于服务工业激光加工和红外热成像领域，提供各类光学设备、光学设计以及光学检测的 整体解决方案。主营业务收入构成为：光学组件46.03%，光学元件40.16%，光学系统方案与检测设计 工具及其他13.81%。 从波长光电十大流通股东角度 数据显示，永赢基金旗下1只基金位居波长光电十大流通股东。永赢半导体产业智选混合发起A （015967）三季度持有股数200万股，持股数量与上期相比不变，占流通股的比例为4.32%。根据测 算，今日浮盈赚取约1080万元。 永赢半导体产业智选混合发起A（015967）成立日期2022年9月22日，最新规模8.58亿。今年以来收益 82.19%，同类排名253/8087；近一年收益72.51%，同类排名325/8071；成立以来收益78.89 ...

Core Insights - Wavelength Optoelectronics experienced a 5.15% increase in stock price, reaching 99.79 CNY per share, with a trading volume of 759 million CNY and a turnover rate of 16.88%, resulting in a total market capitalization of 11.547 billion CNY [1] Company Overview - Nanjing Wavelength Optoelectronics Technology Co., Ltd. is located in Jiangning District, Nanjing, Jiangsu Province, and was established on December 24, 2008. The company went public on August 23, 2023 [1] - The main business involves supplying precision optical components and systems, focusing on industrial laser processing and infrared thermal imaging, providing various optical equipment, design, and testing solutions [1] - Revenue composition includes optical components (46.03%), optical elements (40.16%), and optical system solutions and testing design tools (13.81%) [1] Fund Holdings - The Qianhai Kaiyuan Fund has a significant holding in Wavelength Optoelectronics, with its Qianhai Kaiyuan High-end Equipment Manufacturing Mixed A Fund (001060) holding 193,600 shares, accounting for 8.61% of the fund's net value, making it the largest holding [2] - The fund has realized a floating profit of approximately 946,500 CNY as of the report date [2] Fund Manager Performance - The fund manager, Wei Chun, has been in position for 6 years and 329 days, managing assets totaling 1.623 billion CNY. The best fund return during his tenure is 125.16%, while the worst return is -29.4% [3]

Core Insights - Wavelength Optoelectronics experienced a 20.00% increase in stock price on September 23, with a trading volume of 2.656 billion yuan [1] - The company reported a financing buy-in of 270 million yuan and a net financing buy of approximately 52.76 million yuan on the same day [1] - As of September 23, the total financing and securities lending balance for Wavelength Optoelectronics was 408 million yuan, representing 6.71% of its market capitalization [1] Financial Performance - For the first half of 2025, Wavelength Optoelectronics achieved a revenue of 223 million yuan, marking a year-on-year growth of 17.79% [2] - The net profit attributable to shareholders for the same period was 14.23 million yuan, which reflects a significant decline of 50.57% compared to the previous year [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Wavelength Optoelectronics increased to 27,000, a rise of 36.65% [2] - The average number of circulating shares per shareholder decreased by 26.82% to 1,712 shares [2] Dividend Distribution - Since its A-share listing, Wavelength Optoelectronics has distributed a total of 60.17 million yuan in dividends [3] Institutional Holdings - As of June 30, 2025, the largest circulating shareholder was Yongying Semiconductor Industry Smart Selection Mixed Fund A, holding 2 million shares as a new shareholder [4] - Other notable shareholders include Jin Xin Steady Strategy Mixed Fund A and Hua'an Media Internet Mixed Fund A, with holdings of 1.682 million shares and 1.3648 million shares, respectively [4]

Company Overview - Wavelength Optoelectronics, established on December 24, 2008, is located in Jiangning District, Nanjing, Jiangsu Province. The company specializes in precision optical components and systems, focusing on industrial laser processing and infrared thermal imaging. It provides comprehensive solutions for optical equipment, design, and testing [1]. Financial Performance - As of September 23, Wavelength Optoelectronics' stock price increased by 5.27%, reaching 113.69 CNY per share, with a trading volume of 971 million CNY and a turnover rate of 19.00%. The total market capitalization stands at 13.156 billion CNY [1]. Revenue Composition - The company's revenue is composed of optical components (46.03%), optical elements (40.16%), and optical system solutions and testing design tools (13.81%) [1]. Fund Holdings - According to data, one fund from Nuoan Fund holds a significant position in Wavelength Optoelectronics. The Nuoan Jingxin Mixed Fund (002145) held 29,000 shares in the second quarter, accounting for 5.89% of the fund's net value, making it the fourth-largest holding. The estimated floating profit for today is approximately 165,000 CNY [2]. Fund Manager Performance - The fund manager of Nuoan Jingxin Mixed Fund, Li Yuliang, has been in position for 10 years and 204 days. The fund's total asset size is approximately 39.4075 million CNY. During his tenure, the best fund return was 197.09%, while the worst return was -86.55% [3].

Core Viewpoint - Wavelength Optoelectronics has experienced a significant stock price increase of 47.49% over the past three days, closing at 113.90 CNY per share with a market capitalization of 13.18 billion CNY [1] Company Overview - Nanjing Wavelength Optoelectronics Technology Co., Ltd. was established on December 24, 2008, and went public on August 23, 2023 [1] - The company specializes in precision optical components and systems, primarily serving the industrial laser processing and infrared thermal imaging sectors [1] - Revenue composition includes optical components (46.03%), optical elements (40.16%), and optical system solutions and detection design tools (13.81%) [1] Shareholder Insights - Yongying Fund's Yongying Semiconductor Industry Smart Mixed Fund A (015967) has entered the top ten circulating shareholders of Wavelength Optoelectronics, holding 2 million shares, which is 4.32% of the circulating shares [2] - The fund has generated a floating profit of approximately 11.2 million CNY today and 69.74 million CNY during the three-day price increase [2] Fund Performance - Yongying Semiconductor Industry Smart Mixed Fund A (015967) has a total asset size of 1.96 billion CNY and has achieved a year-to-date return of 66.99%, ranking 344 out of 8244 in its category [2] - The fund manager, Zhang Haixiao, has a tenure of 2 years and 117 days, with the best fund return during this period being 68.69% [2]

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Wavelength Optoelectronics, which rose by 5.29% to 99.50 CNY per share, with a trading volume of 666 million CNY and a turnover rate of 15.10%, resulting in a total market capitalization of 11.514 billion CNY [1] - Wavelength Optoelectronics, established on December 24, 2008, and listed on August 23, 2023, is a major supplier of precision optical components and systems, focusing on industrial laser processing and infrared thermal imaging [1] - The company's revenue composition includes optical components (46.03%), optical elements (40.16%), and optical system solutions and detection design tools (13.81%) [1] Group 2 - Among the top shareholders of Wavelength Optoelectronics, a fund under China Europe Fund, specifically the China Europe Jinhe Flexible Allocation Mixed A (001173), entered the top ten shareholders in the second quarter, holding 520,000 shares, which is 1.12% of the circulating shares [2] - The fund has achieved a year-to-date return of 48.76%, ranking 1037 out of 8172 in its category, and a one-year return of 113.54%, ranking 365 out of 7980 [2] - The fund manager, Li Shuai, has a tenure of 10 years and 58 days, with the fund's total asset size at 4.479 billion CNY and a best return of 101.5% during his tenure [2]