腾景科技今年股价走势图 本报（chinatimes.net.cn）记者谢碧鹭 北京报道 2025年以来，AI算力爆发催生的行业红利持续释放，光通信模块板块强势崛起成为资本市场的"明星赛 道"，板块股价整体涨幅超过60%，源杰科技、永鼎股份等多只核心个股股价实现翻倍，板块内掀起一 波强势上涨浪潮。 在这波行业热潮中，精密光学元器件领域龙头腾景科技表现尤为耀眼，以持续飙升的股价走势脱颖而 出，成为二级市场瞩目的焦点。 近期该股的涨势更是堪称迅猛，11月24日单日大涨18.42%，11月25日触及历史新高209.99元/股。从短 期表现来看，截至11月14日其股价尚为113.01元/股，而到11月26日收盘已跃升至186元/股，短短8个交 易日内累计涨幅高达64.59%。 拉长时间维度，腾景科技的股价爆发力更为惊人。截至11月26日收盘，该股11月以来累计涨幅逼近 70%，今年以来整体涨幅更是超过360%。在此之前，公司股价已展现出强劲势头，8月单月上涨 47.06%，9月涨幅进一步扩大至65.95%（均为前复权数据），连续多月的强势表现，使其在整个二级市 场中稳居涨幅前列。 那么，在股价"狂欢"的背后，腾景科技的 ...

截至9月30日，腾景科技股东户数1.68万，较上期增加57.31%；人均流通股7678股，较上期减少 36.43%。2025年1月-9月，腾景科技实现营业收入4.25亿元，同比增长28.11%；归母净利润6380.25万 元，同比增长15.00%。 分红方面，腾景科技A股上市后累计派现9110.65万元。近三年，累计派现5294.83万元。 11月21日，腾景科技跌3.55%，成交额29.71亿元。两融数据显示，当日腾景科技获融资买入额3.75亿 元，融资偿还4.38亿元，融资净买入-6325.85万元。截至11月21日，腾景科技融资融券余额合计7.53亿 元。 融资方面，腾景科技当日融资买入3.75亿元。当前融资余额7.53亿元，占流通市值的3.83%，融资余额 超过近一年80%分位水平，处于高位。 融券方面，腾景科技11月21日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 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 ...

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a significant stock price increase of 5.49%, reaching 123.43 CNY per share, with a trading volume of 8.88 billion CNY and a market capitalization of 159.66 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 company's main business revenue composition 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 holdings of funds, one fund under E Fund has a significant position in Tengjing Technology, with 448,600 shares held, accounting for 2.96% of the fund's net value [2] - The E Fund Science and Technology Innovation Board Two-Year Open Mixed Fund (506002) has achieved a return of 63.15% year-to-date, ranking 460 out of 8,219 in its category [2] - The fund's total scale is 1.793 billion CNY, and it has generated a floating profit of approximately 2.8802 million CNY from its investment in Tengjing Technology [2]

Investment Rating - The report gives a "Buy" rating for the company with a target price of 146.90 RMB based on a PE ratio of 158 for 2026 [4]. Core Views - The company focuses on the optical optoelectronics field, establishing differentiated competition and binding high-quality customers. It has shown steady growth with a revenue of 430 million RMB in the first three quarters of 2025, a year-on-year increase of 28%, and a net profit of 63.8 million RMB, up 15% year-on-year [2]. - The global optical module market is projected to grow from 14.7 billion USD in 2025 to 42.5 billion USD by 2032, with a compound annual growth rate (CAGR) of approximately 16% [2]. - The company has established partnerships with major global optical module manufacturers, which is expected to drive revenue growth due to strong downstream customer demand [2]. Summary by Sections Section 1: Focus on Optical Devices - The company has been deeply engaged in the optoelectronics field for over ten years, with a diversified product layout including precision optical components and fiber optic devices [14]. - The company has a relatively concentrated shareholding structure, with a stable core management team possessing strong technical backgrounds [21][25]. - The company is expected to benefit from increased demand for computing power, returning to a growth trajectory in 2024 with projected revenue of 450 million RMB, a 31% year-on-year increase [26]. Section 2: AI-Driven Growth in Optical Communication - The optical communication business is solid, benefiting from the AI wave, with the global optical module market expected to reach 12.62 billion USD in 2024 [38]. - The company’s products primarily serve the telecommunications and data communication markets, with significant growth opportunities driven by AI-related demand [40]. - Major cloud service providers are expected to increase capital expenditures significantly, which will create opportunities for the optical module and core component markets [40]. Section 3: Core Technology Platform - The company has established a systematic six-core technology platform through independent research and development, enhancing customer stickiness with customized services [70].

Core Viewpoint - Tengjing Technology has experienced a significant stock price increase, with a 24.57% rise over the past week, indicating strong market interest and potential investor confidence in the company [1]. Company Overview - Tengjing Technology Co., Ltd. is located in Fuzhou, Fujian Province, and was established on October 12, 2013. The company went public on March 26, 2021. Its main business involves the research, production, and sales of various precision optical components and fiber optic devices [1]. - The revenue composition of Tengjing Technology is as follows: precision optical components account for 78.87%, fiber optic devices for 16.65%, optical testing instruments for 4.43%, and other sources for 0.05% [1]. Fund Holdings - According to data, one fund under Caitong Securities Asset Management has a significant holding in Tengjing Technology. The Caitong Asset Management Stable Prosperity Six-Month Holding Period Mixed A Fund (014625) held 20,900 shares in the second quarter, representing 0.6% of the fund's net value, making it the ninth-largest holding [2]. - The fund has realized a floating profit of approximately 142,400 yuan today, with a total floating profit of 488,900 yuan during the seven-day price increase [2]. Fund Manager Performance - The fund managers of Caitong Asset Management Stable Prosperity Six-Month Holding Period Mixed A Fund are Gong Zhifang and Li Jing. Gong has a cumulative tenure of 8 years and 74 days, managing assets totaling 25.93 billion yuan, with the best fund return during his tenure being 39.79% and the worst being -9.12% [3]. - Li Jing has a cumulative tenure of 3 years and 362 days, managing assets of 230 million yuan, with the best fund return during his tenure being 101.08% and the worst being 9.8% [3].

Group 1 - The core viewpoint of the news is that Tengjing Technology has experienced a significant stock price increase, rising 5.75% on October 28, with a total market capitalization of 16.258 billion yuan and a cumulative increase of 24.57% over the past seven days [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 stock has seen a trading volume of 3.77 billion yuan and a turnover rate of 2.39% on the reporting date [1] Group 2 - Tianzhi Fund has a significant holding in Tengjing Technology, with the Tianzhi China Manufacturing 2025 Mixed Fund (350005) holding 3,100 shares, representing 2.36% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated a floating profit of approximately 21,200 yuan today and a total of 72,700 yuan during the seven-day increase [2] - The Tianzhi China Manufacturing 2025 Mixed Fund has a total scale of 15.5074 million yuan and has achieved a year-to-date return of 22.16% [2]

Core Points - Tengjing Technology's stock price increased by 5.06% on October 24, reaching 120.00 CNY per share, with a trading volume of 1.447 billion CNY and a turnover rate of 9.80%, resulting in a total market capitalization of 15.522 billion CNY. The stock has risen for five consecutive days, with a cumulative increase of 19.7% during this period [1] Company Overview - Tengjing Technology Co., Ltd. is located in Fuzhou, Fujian Province, established on October 12, 2013, and listed on March 26, 2021. The company specializes in the research, production, and sales of various precision optical components and fiber optic devices. The revenue composition is as follows: precision optical components 78.87%, fiber optic devices 16.65%, optical testing instruments 4.43%, and others 0.05% [1] Fund Holdings - From the perspective of major fund holdings, one fund under Industrial Bank has a significant position in Tengjing Technology. The fund "Xingye Zhiyuan Mixed A" (015911) held 23,800 shares in the second quarter, accounting for 2.6% of the fund's net value, ranking as the fifth-largest holding. The estimated floating profit today is approximately 137,300 CNY, with a total floating profit of 446,600 CNY during the five-day increase [2] Fund Performance - The fund manager of "Xingye Zhiyuan Mixed A" is Zou Hui and Chen Kaiyue. As of the report, Zou Hui has a tenure of 4 years and 335 days, managing assets totaling 5.774 billion CNY, with the best fund return during the tenure being 79.83% and the worst being -3.47%. Chen Kaiyue has a tenure of 1 year and 311 days, managing assets of 41.1709 million CNY, with the best return of 53.77% and the worst return of 52.36% during the tenure [3]

Group 1 - The core viewpoint of the news is that Tengjing Technology has experienced a significant stock price increase, rising 5.06% on October 24, with a total market value of 15.522 billion yuan and a cumulative increase of 19.7% over the past five days [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 stock is a significant holding in the Caifeng Securities Asset Management fund, which has seen a floating profit of approximately 120,500 yuan today and 392,100 yuan during the five-day increase [2] Group 2 - The fund manager of Caifeng Securities Asset Management's fund has a cumulative tenure of 8 years and 70 days, with the fund's total asset scale at 25.93 billion yuan and a best return of 39.79% during the tenure [3] - The fund has a current scale of 154 million yuan and has achieved a year-to-date return of 5.55%, ranking 6,555 out of 8,154 in its category [2][3] - The fund's performance over the past year has yielded a return of 6.27%, ranking 6,314 out of 8,025 in its category [2]

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a significant increase in its stock price, rising by 5.14% to 102.62 CNY per share, with a trading volume of 1.125 billion CNY and a market capitalization of 13.274 billion CNY [1] - Tengjing Technology, established on October 12, 2013, and listed on March 26, 2021, 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] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Tengjing Technology, with 20,900 shares held, accounting for 0.6% of the fund's net value, making it the ninth-largest holding [2] - The Caitong Asset Management Stable Growth Mixed A Fund (014625) has a current scale of 154 million CNY and has achieved a year-to-date return of 4.44%, ranking 6738 out of 8162 in its category [2] Group 3 - The fund managers of Caitong Asset Management Stable Growth Mixed A Fund are Gong Zhifang and Li Jing, with Gong having a tenure of 8 years and 67 days and a total fund asset scale of 25.93 billion CNY, while Li has a tenure of 3 years and 355 days with a fund asset scale of 230 million CNY [3] - During their respective tenures, Gong achieved a best fund return of 39.79% and a worst return of -9.12%, while Li achieved a best return of 80.77% and a worst return of 5.05% [3]

Core Viewpoint - Tengjing Technology's stock has shown significant volatility, with a year-to-date increase of 143.58% but a recent decline in the last five and twenty trading days, indicating potential market fluctuations and investor sentiment changes [2]. Group 1: Stock Performance - As of October 20, Tengjing Technology's stock price reached 97.70 CNY per share, with a market capitalization of 12.637 billion CNY [1]. - The stock has experienced a 5.51% decline over the last five trading days and a 5.14% decline over the last twenty trading days, despite a substantial increase of 132.62% over the past sixty days [2]. Group 2: Financial Performance - For the period from January to September 2025, Tengjing Technology reported a revenue of 425 million CNY, reflecting a year-on-year growth of 28.11%, and a net profit attributable to shareholders of 63.8025 million CNY, which is a 15.00% increase year-on-year [2]. - The company has distributed a total of 91.1065 million CNY in dividends since its A-share listing, with 52.9483 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Tengjing Technology increased to 16,800, marking a 57.31% rise from the previous period, while the average number of circulating shares per shareholder decreased by 36.43% to 7,678 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the eighth largest, holding 2.1634 million shares as a new shareholder [3]. Group 4: Business Overview - Tengjing Technology, established on October 12, 2013, and listed on March 26, 2021, specializes in the research, production, and sales of precision optical components and fiber optic devices [2]. - The company's revenue composition includes 78.87% from precision optical components, 16.65% from fiber optic devices, and 4.43% from optical testing instruments [2].