财通资管稳兴丰益六个月持有期混合A（014625）成立日期2022年6月10日，最新规模1.54亿。今年以来 收益4.44%，同类排名6738/8162；近一年收益4.92%，同类排名6780/8024；成立以来收益4.07%。 财通资管稳兴丰益六个月持有期混合A（014625）基金经理为宫志芳、李晶。 截至发稿，宫志芳累计任职时间8年67天，现任基金资产总规模259.3亿元，任职期间最佳基金回报 39.79%， 任职期间最差基金回报-9.12%。 10月21日，腾景科技涨5.14%，截至发稿，报102.62元/股，成交11.25亿元，换手率8.85%，总市值 132.74亿元。 资料显示，腾景科技股份有限公司位于福建省福州市马尾科技园区珍珠路2号(自贸试验区内)，成立日 期2013年10月12日，上市日期2021年3月26日，公司主营业务涉及专业从事各类精密光学元件、光纤器 件研发、生产和销售。主营业务收入构成为：精密光学元组件78.87%，光纤器件16.65%，光测试仪器 4.43%，其他0.05%。 从基金十大重仓股角度 数据显示，财通证券资管旗下1只基金重仓腾景科技。财通资管稳兴丰益六个月持有期混合A ...

今年以来腾景科技已经4次登上龙虎榜，最近一次登上龙虎榜为9月11日，当日龙虎榜净买入9627.44万 元；买入总计2.82亿元 ，占总成交额比15.56%；卖出总计1.86亿元 ，占总成交额比10.24%。 资料显示，腾景科技股份有限公司位于福建省福州市马尾科技园区珍珠路2号(自贸试验区内)，成立日 期2013年10月12日，上市日期2021年3月26日，公司主营业务涉及专业从事各类精密光学元件、光纤器 件研发、生产和销售。主营业务收入构成为：精密光学元组件78.87%，光纤器件16.65%，光测试仪器 4.43%，其他0.05%。 10月20日，腾景科技盘中上涨2.16%，截至09:48，报97.70元/股，成交4.51亿元，换手率3.60%，总市值 126.37亿元。 资金流向方面，主力资金净流入768.12万元，特大单买入6864.02万元，占比15.22%，卖出5292.29万 元，占比11.73%；大单买入1.32亿元，占比29.24%，卖出1.40亿元，占比31.02%。 腾景科技今年以来股价涨143.58%，近5个交易日跌5.51%，近20日跌5.14%，近60日涨132.62%。 截至9月30 ...

一个个看起来平平无奇的精密光学元组件，正在为机器开"眼睛"，为AI通"神经"，为量子计算架"光路"，成为全球科技争锋的"基础战力"。在当今世界量 子计算科研领域前沿的18个光量子比特纠缠项目中，在我国自主研发的"九章"和"九章二号"量子计算原型机里，都有腾景科技提供的精密光学元组件产 品。 "中国光电产业正经历强劲的国产替代趋势，从关键光电组件到下游终端产品，整体技术水平显著提升，国际竞争力大幅增强，关键元器件的国产化已上 升至战略层面。"腾景科技董事长余洪瑞接受证券时报记者专访时表示。成立于2013年的腾景科技，如今正成为在光通信、半导体设备相关高端光学元器 件领域推动国产替代进程的"攻坚者"。 国产替代：剑指技术壁垒和"终极堡垒" 光学元组件虽小，却是现代科技体系的核心组件，在通信、人工智能、高端装备与先进制造等领域发挥着不可替代的作用。据介绍，在这一赛道，腾景科 技基于核心技术的创新成果，开发了系列定制化精密光学元组件、光纤器件产品，广泛应用于光通信、光纤激光、科研、生物医疗、消费类光学、半导体 设备等领域。 目前，腾景科技构建了六大类核心技术平台，分别是"光学薄膜类""精密光学类""模压玻璃非球面类" ...

Core Viewpoint - The article emphasizes the significant role of precision optical components in modern technology, particularly in quantum computing, AI, and optical communication, highlighting the strategic importance of domestic production in China to reduce reliance on foreign technology and enhance national security [1][4]. Group 1: Industry Trends - The Chinese optoelectronic industry is experiencing a strong trend of domestic substitution, with significant improvements in technology levels and international competitiveness [1][4]. - China holds a leading position in the global optical communication market, with major companies like Huawei and ZTE becoming industry leaders, although some components still rely on imports [4][5]. Group 2: Company Positioning - Tengjing Technology, founded in 2013, is positioned as a key player in promoting domestic substitution in high-end optical components for optical communication and semiconductor equipment [1][4]. - The company is focusing on the rapid development of high-speed optical interconnection technologies driven by AI computing demands, expanding its product and technology layout in this area [5][6]. Group 3: Technological Advancements - Tengjing Technology has developed six core technology platforms, including optical film, precision optics, and fiber optic devices, which form a vertically integrated capability for manufacturing optical components [8][9]. - The company emphasizes the complexity of manufacturing processes and the need for extensive R&D investment to keep pace with rapid technological advancements in the industry [8][9]. Group 4: Challenges and Opportunities - The optical components for semiconductor equipment, particularly in photolithography machines, represent a significant challenge for domestic production, as they are currently dominated by foreign companies [6][8]. - The company is actively addressing these challenges by advancing technology and product applications, contributing to the overall domestic substitution process in the semiconductor and optical communication sectors [6][10].

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a stock price increase of 5.04%, reaching 138.80 yuan per share, with a total market capitalization of 17.954 billion yuan [1] - Tengjing Technology specializes in the research, production, and sales of precision optical components and fiber optic devices, with its main business revenue composition being 78.87% from precision optical components, 16.65% from fiber optic devices, and 4.43% from optical testing instruments [1] - The company is located in Fuzhou, Fujian Province, and was established on October 12, 2013, with its listing date on March 26, 2021 [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Caitong Securities Asset Management holds a significant position in Tengjing Technology, with 20,900 shares, accounting for 0.6% of the fund's net value [2] - The fund, Caitong Asset Management Stable Prosperity Six-Month Holding Period Mixed A (014625), has a current scale of 154 million yuan and has achieved a return of 8.36% this year [2] - The fund manager, Gong Zhifang, has a tenure of 8 years and 38 days, with a total asset scale of 25.93 billion yuan, while the other manager, Li Jing, has a tenure of 3 years and 326 days, managing 230 million yuan [3]

9月22日，腾景科技涨5.04%，截至发稿，报138.80元/股，成交6.79亿元，换手率3.94%，总市值179.54 亿元。 兴业致远混合A（015911）基金经理为邹慧、陈楷月。 截至发稿，邹慧累计任职时间4年303天，现任基金资产总规模57.74亿元，任职期间最佳基金回报 84.73%， 任职期间最差基金回报-3.05%。 陈楷月累计任职时间1年279天，现任基金资产总规模4117.09万元，任职期间最佳基金回报54.42%， 任 职期间最差基金回报53.09%。 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 资料显示，腾景科技股份有限公司位于福建省福州市马尾科技园区珍珠路2号(自贸试验区内)，成立日 期2013年10月12日，上市日期2021年3月26日，公司主营业务涉及专业从事各类精密光学元件、光纤器 件研发、生产和销售。主营业务收入构成为：精密光学元组件78.87%，光纤器件16.65%，光测试仪器 4.43%，其他0.05%。 从基金 ...

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a 5% increase in stock price, reaching 115.50 CNY per share, with a total market capitalization of 14.94 billion CNY [1] - Tengjing Technology specializes in the research, production, and sales of precision optical components and fiber optic devices, with its main revenue sources being precision optical components (78.87%), fiber optic devices (16.65%), and optical testing instruments (4.43%) [1] - The company is located in Fuzhou, Fujian Province, and was established on October 12, 2013, with its listing date on March 26, 2021 [1] Group 2 - According to data, a fund managed by Caitong Securities Asset Management holds a significant position in Tengjing Technology, with 20,900 shares, representing 0.6% of the fund's net value [2] - The fund, Caitong Asset Management Stable Prosperity Six-Month Holding Period Mixed A (014625), has a total scale of 154 million CNY and has achieved a year-to-date return of 7.59% [2] - The fund's performance ranks 6296 out of 8172 in its category for the year, and it has a one-year return of 10.65%, ranking 6899 out of 7980 [2]

数据显示，红土创新基金旗下1只基金重仓腾景科技。红土创新新兴产业混合（001753）二季度持有股 数14.53万股，占基金净值比例为3.56%，位居第十大重仓股。根据测算，今日浮盈赚取约79.93万元。 红土创新新兴产业混合（001753）成立日期2015年9月23日，最新规模1.83亿。今年以来收益123%，同 类排名11/8172；近一年收益178.12%，同类排名32/7980；成立以来收益145.3%。 资料显示，腾景科技股份有限公司位于福建省福州市马尾科技园区珍珠路2号(自贸试验区内)，成立日 期2013年10月12日，上市日期2021年3月26日，公司主营业务涉及专业从事各类精密光学元件、光纤器 件研发、生产和销售。主营业务收入构成为：精密光学元组件78.87%，光纤器件16.65%，光测试仪器 4.43%，其他0.05%。 从基金十大重仓股角度 红土创新新兴产业混合（001753）基金经理为廖星昊。 9月18日，腾景科技涨5%，截至发稿，报115.50元/股，成交4.97亿元，换手率3.42%，总市值149.40亿 元。 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 ...

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a significant increase in its stock price, rising by 5% to 115.50 CNY per share, with a trading volume of 497 million CNY and a turnover rate of 3.42%, leading to a total market capitalization of 14.94 billion CNY [1] - Tengjing Technology, established on October 12, 2013, and listed on March 26, 2021, specializes in the research, production, and sales of various precision optical components and fiber optic devices [1] - The main revenue composition of Tengjing Technology includes precision optical components at 78.87%, fiber optic devices at 16.65%, optical testing instruments at 4.43%, and other products at 0.05% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Debang Fund holds a significant position in Tengjing Technology, with Debang Xinxing Value A (001412) holding 876,400 shares, accounting for 4.23% of the fund's net value, ranking as the tenth largest heavy stock [2] - The estimated floating profit from this position is approximately 4.82 million CNY [2] - Debang Xinxing Value A (001412) has achieved a year-to-date return of 104.07%, ranking 49 out of 8172 in its category, and a one-year return of 253.02%, ranking 7 out of 7980 [2]

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a significant increase in its stock price, with a rise of 5.02% to 108.16 yuan per share, and a total market capitalization of 13.99 billion yuan [1] - Tengjing Technology, established on October 12, 2013, specializes in the research, production, and sales of precision optical components and fiber optic devices, with its main revenue sources being precision optical components (78.87%), fiber optic devices (16.65%), and optical testing instruments (4.43%) [1] - The trading volume for Tengjing Technology reached 819 million yuan, with a turnover rate of 6.18% [1] Group 2 - According to data from fund holdings, Caitong Securities Asset Management has a fund that heavily invests in Tengjing Technology, specifically the Caitong Asset Management Stable Prosperity Mixed Fund A, which held 20,900 shares, accounting for 0.6% of the fund's net value [2] - The Caitong Asset Management Stable Prosperity Mixed Fund A was established on June 10, 2022, with a current scale of 154 million yuan and has achieved a year-to-date return of 7.62% [2] - The fund's performance ranks 6262 out of 8246 in its category for the year, and it has a one-year return of 10.87%, ranking 6900 out of 8054 [2]