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，国泰基金旗下1只基金重仓长飞光纤。国泰金鹿混合（020018）三季度持有股数5.81万股， 占基金净值比例为4.94%，位居第七大重仓股。根据测算，今日浮盈赚取约25.39万元。 责任编辑：小浪快报 11月26日，长飞光纤涨5.4%，截至发稿，报85.37元/股，成交11.79亿元，换手率3.45%，总市值647.02 亿元。 国泰金鹿混合（020018）基金经理为赵大震。 资料显示，长飞光纤光缆股份有限公司位于湖北省武汉市东湖高新技术开发区光谷大道9号,香港铜锣湾 希慎道33号利园1期19楼1918室，成立日期1988年5月31日，上市日期2018年7月20日，公司主营业务涉 及专注于通信行业,聚焦电信运营商和数据通信相关领域,致力于光纤预制棒、光纤和光缆以及数据通信 相关产品的研发创新与生产制造,形成了棒纤缆、综合布线、通信网络工程和其他光通信产品一体化的 完整产业链、相关多元化和国际化的 ...

来源：市场投研资讯 （来源：东四十条资本） 大家好，欢迎浏览本周的成都周报。 11月8日，在第五届公园城市论坛上，《公园城市指数》发布，成都再次入选"公园城市卓越城市"。成 都本周更是迎来了难得的晴朗天气；银杏叶也纷纷转黄，宛如片片黄金。不知道大家有没有忙里偷闲到 公园去感受阳光的温暖呢？无独有偶，作为创投的热土，成都的创投市场也是持续温暖，本周又有多家 企业获得投资人青睐。 本周，先进制造业有四家企业获得投资。 11月11日，成都华盛新显光电有限公司（以下简称：华盛新显）获得来自成都交投、龙雏基金、四川院 士、基金聚信发展的天使轮融资。 麟通科技是一家致力于航空航天、自动控制、工业现场等安全关键领域高可靠嵌入式硬件及软件开发、 配套测试验证环境开发的高科技企业。在北京、沈阳、西安设置了分公司。公司提供军民两用技术产品 和产业服务，具备国内一流的飞行控制系统研制能力，是一家嵌入式计算机设备、嵌入式软件、测试验 证工具环境及软件产品和集成服务供应商。 11月18日，成都环视智能科技有限公司（以下简称：环视智能）完成今年内第二轮融资，该笔由舜远资 本投资，帕累托森林资本担任财务顾问。本轮资金将用于产品量产、方案开 ...

天眼查App显示，近日，罗平嘉而博科技有限公司成立，法定代表人为谭永发，注册资本10万人民币， 经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；光纤制造； 光纤销售；光缆制造；光缆销售；通讯设备销售；光通信设备制造；电子元器件制造；电子元器件批 发；电子元器件零售；光通信设备销售；电力电子元器件制造；劳务服务（不含劳务派遣）。（除依法 须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The article discusses the rise of Changfei, a Chinese optical fiber company, which has successfully broken the monopoly of American firms in the optical fiber market through innovation and competitive pricing [1][9][22]. Company Background - Changfei was established in May 1988 as a joint venture, facing the challenge of American dominance in the optical fiber sector [1]. - By 1990, the U.S. optical fiber market was worth $1 billion, accounting for one-third of the global market, leading to high import costs for countries like China [3]. Innovation and Development - Changfei opted for independent research and development, leading to the production of its first mass-produced optical fiber in 1991, marking a significant milestone for China [5]. - The company developed three manufacturing technologies for optical fiber preform, becoming the only global enterprise to cover all these processes and achieve industrialization [7]. Market Impact - In 2023, the Chinese optical fiber communication market reached a total scale of 150 billion yuan, with Changfei's overseas revenue hitting a historical high [9]. - The reduction in optical fiber prices from over 2000 yuan per kilometer to around 30 yuan has significantly increased global orders for Changfei's products [12][22]. Global Expansion - Changfei's products are now available in over 90 countries, with many nations previously reliant on American products now opting for Changfei's offerings due to better performance and lower prices [14]. - The company has established six production bases in countries like Indonesia and Brazil, enhancing local employment and reducing costs [16]. Financial Performance - In the first half of 2024, Changfei's revenue was approximately 5.348 billion yuan, with diversified business contributing 40% and increasing overseas revenue [16]. - Despite a year-on-year revenue decline of 13.31% in the first nine months of 2024, the net profit attributable to the parent company was 573 million yuan, indicating ongoing structural optimization [28]. Future Outlook - The global demand for optical fibers is expected to grow at an annual rate of 6.2%, with the Chinese market projected to recover with a growth rate of 2.3% [26]. - Changfei is also exploring new technologies like hollow-core optical fibers, which have attracted interest from major companies like Microsoft, indicating a promising market potential [20][29].

在5G建设深化与"光+智"转型的关键期，汇源通信（000586）推出定增预案：公司拟通过定向发行股份 的方式拟募集不超过6.1亿元，全部用于补充流动资金。 据介绍，本次定增旨在增强公司资金实力以支撑光缆业务优化、在线监测产品研发投入及高速公路机电 业务拓展。 随着新型电力系统建设与"东数西算"工程向纵深推进，特种光缆与监测设备需求持续扩容。汇源通信以 定增为契机，将技术优势转化为市场胜势，有望在光通信产业升级浪潮中，实现规模与效益的双重飞 跃。 与此同时，本次股份发行后鼎耘产业将成为公司控股股东、李红星将成为公司实际控制人，就此结束上 市公司无控股股东、无实际控制人的局面。此举也将提升公司整体战略连贯性与资源整合能力，应对通 信行业"光+智"转型与全产业链竞争。 工信部日前印发的《高标准数字园区建设指南》提出，健全数字化基础设施，升级网络基础设施，优化 算力基础设施。到2027年，全国将建成200个左右高标准数字园区，规模以上工业企业数字化改造覆盖 率达100%，双千兆网络覆盖率达100%。 ...

Core Viewpoint - The stock of TeFa Information has shown a significant increase of 63.30% year-to-date, despite recent fluctuations in trading volume and net capital outflow [1][2]. Group 1: Stock Performance - As of November 20, TeFa Information's stock price rose by 2.07% to 9.39 CNY per share, with a trading volume of 1.06 billion CNY and a turnover rate of 1.29%, resulting in a total market capitalization of 84.54 billion CNY [1]. - Year-to-date, the stock has experienced a 63.30% increase, but has seen a decline of 0.53% over the last five trading days, 9.80% over the last 20 days, and 5.15% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, TeFa Information reported a revenue of 3.184 billion CNY, reflecting a year-on-year decrease of 10.04%, while the net profit attributable to shareholders was 7.9961 million CNY, marking an increase of 80.75% [2]. - The company has not distributed any dividends in the last three years, with a total payout of 255 million CNY since its A-share listing [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for TeFa Information reached 97,400, an increase of 83.95% from the previous period, with an average of 9,127 circulating shares per shareholder, down by 45.64% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 3.9673 million shares as a new shareholder, while Xin'ao New Energy Industry Stock A has exited the top ten list [3].

Group 1 - The core viewpoint of the news is that Changfei Fiber has seen a significant increase in its stock price, rising 5.05% to 85.30 CNY per share, with a total market capitalization of 646.49 billion CNY and a trading volume of 8.22 billion CNY [1] - Changfei Fiber's stock has experienced a continuous increase for four days, with a cumulative growth of 3.77% during this period [1] - The company specializes in the telecommunications industry, focusing on telecom operators and data communication, and has established a complete industrial chain involving the research, innovation, and production of optical fiber preforms, optical fibers, and cables [1] Group 2 - According to data from the top ten holdings of funds, Guotai Fund has a significant position in Changfei Fiber, with the Guotai Jinlu Mixed Fund holding 58,100 shares, accounting for 4.94% of the fund's net value [2] - The Guotai Jinlu Mixed Fund has generated a floating profit of approximately 238,200 CNY today, with a floating profit of 171,400 CNY during the four-day increase [2] - The fund has a total asset size of 1.19 billion CNY and has achieved a year-to-date return of 20.03%, ranking 4068 out of 8138 in its category [2]

Core Insights - The article discusses the decline in China's optical cable production, with a reported decrease of 12.8% year-on-year in September 2025, totaling 22.24 million core kilometers [1] - Cumulative production from January to September 2025 reached 184.35 million core kilometers, reflecting a 7.3% decline compared to the previous year [1] Company Analysis - Listed companies in the optical cable sector include Changfei Optical Fiber (601869), TeFa Information (000070), Zhongtian Technology (600522), and Hengtong Optic-Electric (600487) [1] Industry Overview - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, which provides comprehensive industry research reports and market assessments [2]

Core Viewpoint - The stock of TeFa Information has experienced fluctuations, with a year-to-date increase of 64.70%, but a recent decline of 2.07% in trading, indicating volatility in investor sentiment and market performance [1][2]. Company Overview - TeFa Information, established on July 29, 1999, and listed on May 11, 2000, is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of various communication and power cable products, including optical fibers, communication equipment, and military aviation communication devices [2]. - The company's revenue composition includes: cable segment 78.94%, smart services segment 9.91%, integration segment 6.81%, material sales and others 2.45%, and property asset management segment 1.89% [2]. Financial Performance - For the period from January to September 2025, TeFa Information reported a revenue of 3.184 billion yuan, a year-on-year decrease of 10.04%. However, the net profit attributable to shareholders was 7.9961 million yuan, reflecting a significant year-on-year increase of 80.75% [3]. - The company has cumulatively distributed 255 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [4]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 97,400, up by 83.95%. The average circulating shares per person decreased by 45.64% to 9,127 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 3.9673 million shares as a new shareholder, while Xin'ao New Energy Industry Stock A has exited the top ten list [4].

天眼查App显示，近日，四川泰诺三电线缆有限公司成立，法定代表人为张炳江，注册资本200万人民 币，经营范围为一般项目：电线、电缆经营；光缆销售；光纤销售；建筑材料销售；建筑装饰材料销 售；五金产品批发；灯具销售；照明器具销售；金属工具销售；金属材料销售；金属制品销售；仪器仪 表销售；机械零件、零部件销售；机械设备销售；电子元器件批发；劳动保护用品销售；电力电子元器 件销售；光通信设备销售；电子专用设备销售；办公用品销售；机械电气设备销售；消防器材销售；安 防设备销售；配电开关控制设备销售；销售代理；互联网销售（除销售需要许可的商品）；电力设施器 材销售；塑料制品销售；管道运输设备销售；装卸搬运；技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...