11月24日，凌云光涨5.11%，截至发稿，报36.79元/股，成交2.73亿元，换手率1.64%，总市值169.59亿 元。 资料显示，凌云光技术股份有限公司位于北京市海淀区翠湖南环路13号院7号楼知识理性大厦，成立日 期2002年8月13日，上市日期2022年7月6日，公司主营业务涉及以光技术创新为基础,长期从事机器视觉 及光通信业务,服务多个行业,目前战略聚焦机器视觉业务。主营业务收入构成为：智能视觉装备 34.69%，可配置视觉系统30.97%，光通信产品27.44%，视觉器件5.31%，服务收入1.59%。 从凌云光十大流通股东角度 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。 责任编辑：小浪快报 截至发稿，李树建累计任职时间2年78天，现任基金资产总规模199.31亿元，任职期间最佳基金回报 87.32%， 任职期间最差基金回报-12.01%。 李栩累计任职时间3年0天，现任基金资产总规模268.41亿元，任职期间最佳基金回报117.97%， 任职期 间最差 ...

数据显示，华富基金旗下1只基金重仓凌云光。华富人工智能ETF联接A（008020）三季度持有股数5000 股，占基金净值比例为0.01%，位居第四大重仓股。根据测算，今日浮盈赚取约8950元。 华富人工智能ETF联接A（008020）成立日期2020年4月23日，最新规模11.68亿。今年以来收益 53.77%，同类排名206/4208；近一年收益49.99%，同类排名177/3981；成立以来收益31.24%。 华富人工智能ETF联接A（008020）基金经理为张娅、李孝华、郜哲。 截至发稿，张娅累计任职时间19年13天，现任基金资产总规模156.2亿元，任职期间最佳基金回报 215.97%， 任职期间最差基金回报-8.51%。 李孝华累计任职时间4年203天，现任基金资产总规模121.18亿元，任职期间最佳基金回报73.56%， 任 职期间最差基金回报-22.74%。 11月24日，凌云光涨5.11%，截至发稿，报36.79元/股，成交2.73亿元，换手率1.64%，总市值169.59亿 元。 资料显示，凌云光技术股份有限公司位于北京市海淀区翠湖南环路13号院7号楼知识理性大厦，成立日 期2002年8月1 ...

2024年1至12月份，烽火通信的营业收入构成为：光通信占比98.63%，其他业务占比1.37%。 （记者 曾健辉） 每经AI快讯，烽火通信（SH 600498，收盘价：21.61元）11月23日晚间发布公告称，截至2025年11月21 日，公司通过集中竞价交易方式已回购A股股份数量约为310万股，已回购股份约占公司总股本的 0.24%，回购成交的最高价格为26.26元/股，回购成交的最低价格为23.14元/股，成交总金额约为7498万 元人民币。 每经头条（nbdtoutiao）——"抛售日本"？GDP负增长，股市跳水，国债被抛，日元贬值！高市早苗"亡 命一搏"："灌水"21万亿！专家：恐赴"特拉斯风暴"后尘 截至发稿，烽火通信市值为278亿元。 ...

证券日报网讯兆驰股份11月17日在互动平台回答投资者提问时表示，近年来，"产业升级转型"成为公司 战略布局及业务经营的主旋律。目前，LED产业链、光通产业链、互联网视频运营平台等新兴业务板 块，已成为公司的主要业绩贡献主体。未来，公司仍将加速向Mini/MicroLED新型显示、光通信以及化 合物半导体等高科技领域升级转型，从而推动公司从传统制造业向具备更强科技属性的精密制造企业持 续转型，实现公司价值的可持续发展。 （文章来源：证券日报） ...

Company Overview - Mingpu Optoelectronics, established on June 25, 2008, and listed on September 29, 2017, is located in Dongguan, Guangdong Province. The company specializes in the research, production, and sales of optoelectronic communication components [1][2]. Financial Performance - For the period from January to September 2025, Mingpu Optoelectronics reported a revenue of 1.213 billion yuan, a year-on-year decrease of 1.31%. The net profit attributable to shareholders was -150 million yuan, reflecting a year-on-year decline of 7.27% [2]. - As of September 30, 2025, the company had a total of 48,000 shareholders, a decrease of 26.59% from the previous period. The average number of circulating shares per shareholder increased by 36.23% to 3,698 shares [2]. Stock Performance - On November 14, the stock price of Mingpu Optoelectronics increased by 2.13%, reaching 21.62 yuan per share, with a trading volume of 70.4786 million yuan and a turnover rate of 1.86%. The total market capitalization stood at 5.081 billion yuan [1]. - Year-to-date, the stock price has decreased by 7.53%. Over the last five trading days, it has increased by 0.14%, while over the last 20 days, it has risen by 2.71%. However, it has decreased by 1.37% over the last 60 days [1]. Shareholder Information - Since its A-share listing, Mingpu Optoelectronics has distributed a total of 45.4802 million yuan in dividends. In the last three years, the cumulative dividend payout was 6.9802 million yuan [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 2.0473 million shares as a new shareholder [3]. Business Segments - The company's main business revenue composition includes magnetic components (58.20%), optical communication products (19.16%), power adapters (12.23%), communication power supply system equipment (7.55%), and others (2.84%) [1].

证券日报网讯炬光科技11月13日在互动平台回答投资者提问时表示，光通信领域公司在国际市场持续巩 固已有客户合作，同时加快中国市场拓展，陆续通过一些客户认证，开始批量交付，产品结构持续优 化，支撑光学业务稳定成长。截至2025年9月底，光通信应用收入实现3，979万元，同比增长109%，占 公司整体收入比例提升至约7%，收入贡献逐步开始增加。具体情况可查阅公司于10月30日在上交所系 统披露的《2025年第三季度报告》。 ...

Company Overview - Mingpu Optoelectronics is a high-tech enterprise established in 2008, focusing on R&D, production, sales, and service of magnetic components, optical communication products, and various power supply products [2][3] - The company has established a leading position in the communication field and is expanding into new energy sectors, enhancing its growth potential [3] Product Categories - Optical communication products include optical modules, which consist of optical transmitter devices (TOSA), optical receiver devices (ROSA), and other components for optical-electrical conversion [3] - Magnetic components are primarily electronic transformers and inductors, essential for energy conversion and storage in electronic circuits [3][4] Development Strategies - Focus on technological innovation and market understanding to identify growth opportunities in high-demand sectors [4] - Custom product development to meet specific client needs, enhancing collaboration and success rates [4] - Domestic alternatives to imported products, aiming to break foreign monopolies through technological advancements [4] Power Supply Division - The Energy Division was established in 2011, featuring advanced automated production lines for power supply modules, covering a range from 1 to 75 kW [4] - The Power Supply Division, formed in 2015, provides green power products including communication power modules and smart chargers [4] Market Trends - The demand for data communication optical modules is driven by cloud computing and AI advancements, leading to a new growth phase in the industry [4] - Rapid product iteration is a characteristic of the data communication sector, with significant price reductions and cost leadership becoming critical success factors [4]

Core Viewpoint - The article emphasizes the importance of building a modern industrial system in Hubei, focusing on advanced manufacturing as the backbone to enhance global competitiveness and drive economic growth [5][6][8]. Group 1: Advanced Manufacturing - Advanced manufacturing is identified as a critical area for global economic competition and technological innovation, serving as the main focus for constructing a modern industrial system [6][9]. - Hubei aims to implement the "51020" advanced manufacturing cluster strategy to leverage its educational and ecological advantages, transforming them into developmental strengths [6][7]. - The province is focusing on key sectors such as optoelectronic information, new energy vehicles, and high-end equipment to enhance its manufacturing capabilities [8][12]. Group 2: Industrial Upgrading - The article discusses the need to upgrade traditional industries like mining, metallurgy, and textiles through intelligent, green, and integrated transformations [10][11]. - Hubei is promoting smart manufacturing and digital transformation across traditional sectors, particularly in the automotive industry, to enhance efficiency and competitiveness [10][11]. - The province is also focusing on green transformation by adopting low-carbon technologies and promoting sustainable practices in high-energy-consuming industries [11]. Group 3: Emerging Industries - Hubei is encouraged to develop strategic emerging industries such as new energy, new materials, aerospace, and low-altitude economy, leveraging its existing strengths and innovation platforms [12][13]. - The province's unique advantages include a solid foundation in optoelectronic information and green battery technologies, supported by national laboratories and high-level innovation platforms [12][16]. - Hubei aims to adopt a focused development approach, concentrating resources on areas where it can excel, such as green circular batteries and high-end electronic chemicals [13][17]. Group 4: Future Industries - The article highlights Hubei's potential in future industries like quantum technology, biomanufacturing, and hydrogen energy, with significant investments and policy support [15][16]. - Hubei has established a provincial quantum technology investment fund of 2 billion yuan to foster innovation and application in this field [15]. - The province's strong educational and research infrastructure is positioned to support the development of future industries, ensuring a continuous supply of talent and innovation [16][17].

Core Viewpoint - The company is actively pursuing a second growth curve by focusing on emerging fields such as gallium arsenide solar cells, VCSEL, and optical communication [1] Group 1: Company Strategy - The company is expanding its business into the commercial aerospace sector, extending from epitaxial wafers to chips, thereby forming a vertical industry chain [1] - This strategic move is aimed at further enhancing the company's value [1]

Core Viewpoint - The company is focusing on emerging fields such as gallium arsenide solar cells, VCSEL, and optical communication, which form its second growth curve [1] Group 1: Business Strategy - The company has extended its business in the commercial aerospace sector from epitaxial wafers to chips, creating a vertical industry chain that strengthens its competitive advantage [1] - The collaboration with the controlling shareholder, Hisense Broadband, is accelerating chip research and development in the VCSEL and optical communication sectors [1] Group 2: Product Development - The company has samples of its 10G/25G products for optical communication currently undergoing customer validation [1] - The 50G/100G products have entered the tape-out stage, indicating progress in product development [1]