9月29日，长盈通盘中上涨2.04%，截至10:59，报44.92元/股，成交6540.63万元，换手率1.57%，总市值 54.97亿元。 资金流向方面，主力资金净流出633.95万元，特大单买入412.54万元，占比6.31%，卖出569.89万元，占 比8.71%；大单买入1033.92万元，占比15.81%，卖出1510.53万元，占比23.09%。 长盈通今年以来股价涨104.46%，近5个交易日跌6.59%，近20日跌10.94%，近60日涨22.03%。 今年以来长盈通已经1次登上龙虎榜，最近一次登上龙虎榜为1月24日，当日龙虎榜净买入1513.92万 元；买入总计1.43亿元 ，占总成交额比22.81%；卖出总计1.28亿元 ，占总成交额比20.39%。 资料显示，武汉长盈通光电技术股份有限公司位于湖北省武汉市东湖开发区高新五路80号，成立日期 2010年5月18日，上市日期2022年12月12日，公司主营业务涉及从事光纤陀螺核心器件光纤环及其综合 解决方案研发、生产、销售和服务的国家级专精特新"小巨人"企业,致力于开拓以军用惯性导航领域为 主的光纤环及其主要材料特种光纤的高新技术产业化应用。 ...

分红方面，锐科激光A股上市后累计派现2.72亿元。近三年，累计派现1.53亿元。 机构持仓方面，截止2025年6月30日，锐科激光十大流通股东中，南方中证1000ETF（512100）位居第 七大流通股东，持股313.02万股，相比上期增加60.30万股。香港中央结算有限公司位居第八大流通股 东，持股243.05万股，相比上期减少57.31万股。华夏中证1000ETF（159845）位居第十大流通股东，持 股184.31万股，为新进股东。 资料显示，武汉锐科光纤激光技术股份有限公司位于湖北省武汉市东湖新技术开发区未来科技城龙山南 街一号，成立日期2007年4月6日，上市日期2018年6月25日，公司主营业务涉及从事光纤激光器及其关 键器件与材料的研发、生产和销售。主营业务收入构成为：连续光纤激光器81.88%，脉冲光纤激光器 9.29%，其他4.46%，超快激光器2.47%，特种光纤1.90%。 锐科激光所属申万行业为：机械设备-自动化设备-激光设备。所属概念板块包括：商业航天（航天航 空）、医疗美容、航天军工、中盘、湖北自贸区等。 截至9月19日，锐科激光股东户数4.24万，较上期增加5.24%；人均流通股 ...

Core Viewpoint - The special optical fiber industry in China has experienced rapid growth in recent years, driven by various market policies and advancements in new manufacturing and infrastructure, with the market size expected to reach 8.5 billion yuan in 2024, representing a 12% year-on-year increase [1][10]. Industry Overview - Special optical fibers differ from conventional communication fibers by having unique materials and structures that provide special properties and applications. They are essential components in laser technology and are widely used in advanced manufacturing, optical communication, measurement sensing, national defense, healthcare, and scientific research [2][4]. Industry Barriers - The special optical fiber industry has high technical requirements, significant production challenges, and long R&D cycles. It requires knowledge across multiple disciplines and is subject to international technology restrictions, creating substantial technical barriers for domestic companies [4][5]. Market Demand and Trends - The demand for special optical fibers is influenced by the rapidly changing needs of downstream industries such as advanced manufacturing and optical communication. Companies must continuously innovate and adapt their products to meet these demands [5][11]. Policy Support - The Chinese government has recognized the importance of the special optical fiber industry and has implemented several policies to support its development, including the "14th Five-Year Plan for Intelligent Manufacturing" and various action plans aimed at enhancing the industry [7][10]. Industry Chain - The upstream of the special optical fiber industry includes suppliers of raw materials like quartz tubing, optical fiber coatings, and industrial gases. The quality of these materials and the precision of production equipment are critical for the manufacturing process [8][9]. Current Market Landscape - The global special optical fiber market is dominated by major players from developed countries, while China's industry is still catching up. Key domestic companies include Yangtze Optical Fibre and Cable Joint Stock Limited Company, Wuhan Raycus Fiber Laser Technologies Co., Ltd., and others [11][12]. Future Development - The future of the special optical fiber industry will be driven by the development of new fiber materials and the continued push for domestic companies to achieve technological breakthroughs and import substitution in the mid-to-high-end market segments [15][16].

从基金十大重仓股角度 数据显示，宝盈基金旗下1只基金重仓长盈通。宝盈新锐混合A（001543）二季度持有股数4.3万股，占 基金净值比例为1.01%，位居第七大重仓股。根据测算，今日浮亏损失约10.45万元。 宝盈新锐混合A（001543）成立日期2015年11月4日，最新规模1.48亿。今年以来收益31.83%，同类排 名2786/8172；近一年收益76.85%，同类排名1417/7995；成立以来收益195.7%。 宝盈新锐混合A（001543）基金经理为蔡丹。 截至发稿，蔡丹累计任职时间8年52天，现任基金资产总规模18.02亿元，任职期间最佳基金回报 93.26%， 任职期间最差基金回报0.99%。 9月23日，长盈通跌5.05%，截至发稿，报45.66元/股，成交1.16亿元，换手率2.63%，总市值55.88亿 元。 资料显示，武汉长盈通光电技术股份有限公司位于湖北省武汉市东湖开发区高新五路80号，成立日期 2010年5月18日，上市日期2022年12月12日，公司主营业务涉及从事光纤陀螺核心器件光纤环及其综合 解决方案研发、生产、销售和服务的国家级专精特新"小巨人"企业,致力于开拓以军用惯性导 ...

Group 1: Industry Overview - The new materials industry is experiencing a positive trend, with companies entering the supply chains of major downstream customers, indicating an overall improvement in industry sentiment [1][4][5] - Companies such as Tianyi New Materials and Suihua Technology are collaborating with leading enterprises in aerospace and commercial space sectors, enhancing their market presence [1][2] Group 2: Company Developments - Tianyi New Materials is focusing on expanding its composite material production capabilities for aerospace applications, including drones and rockets, and is actively participating in the development of standards for drone operations [1] - Suihua Technology has established deep partnerships with major domestic commercial aerospace companies, enhancing its product offerings in copper alloy components [2] - Jinbo Co., Ltd. has developed low-cost modified resin-based porous carbon products and is now a designated supplier for several mainstream automotive companies [3] Group 3: Market Demand and Future Outlook - The OLED organic materials sector is seeing high demand due to increased penetration in consumer electronics and the upcoming construction of new AMOLED production lines, which is expected to significantly boost material requirements [4][5] - The demand for electronic specialty gases and fluorine-containing new materials is increasing, driven by the needs of the integrated circuit, battery, and pharmaceutical industries [5][6] - Longying Technology is experiencing strong order growth in the optical device sector, driven by advancements in data transmission technologies and the need for high-speed, low-latency solutions [6]

格隆汇9月18日｜天风证券研报指出，亨通光电上半年实现归母净利润16.13亿元，同比增长0.24%；Q2 实现归母净利润10.56亿元（YOY-3.63%），业绩基本符合预期。海洋项目持续拓展斩获，在手订单 多。截止2025H1，公司拥有海底电缆、海洋工程及陆缆产品等能源互联领域在手订单金额约200亿元， 或为后续持续快速增长做强有力支撑。亨通光电AI先进光纤材料研发制造中心扩产项目已于近期正式 投入建设，计划2026年2月竣工。该项目瞄准未来发展趋势，布局扩产，满足对多模、多芯、空芯等特 种光纤持续增长的市场需求。液冷方面，2025年，亨通与行业合作伙伴联合打造的高密度计算场景--新 一代浸没式液冷解决方案发布，契合数据中心未来散热需求。维持"买入"评级。 ...

9月18日，长盈通涨5.13%，截至发稿，报50.00元/股，成交8443.12万元，换手率1.84%，总市值61.19亿 元。 数据显示，前海开源基金旗下1只基金重仓长盈通。前海开源沪港深强国产业（004321）二季度持有股 数29.45万股，占基金净值比例为7.92%，位居第二大重仓股。根据测算，今日浮盈赚取约71.87万元。 前海开源沪港深强国产业（004321）成立日期2017年3月1日，最新规模1.45亿。今年以来收益8.74%， 同类排名6086/8172；近一年收益54.91%，同类排名2878/7980；成立以来收益16.6%。 前海开源沪港深强国产业（004321）基金经理为魏淳。 截至发稿，魏淳累计任职时间6年255天，现任基金资产总规模11.97亿元，任职期间最佳基金回报 126.53%， 任职期间最差基金回报-22.09%。 资料显示，武汉长盈通光电技术股份有限公司位于湖北省武汉市东湖开发区高新五路80号，成立日期 2010年5月18日，上市日期2022年12月12日，公司主营业务涉及从事光纤陀螺核心器件光纤环及其综合 解决方案研发、生产、销售和服务的国家级专精特新"小巨人"企业,致力 ...

Group 1 - The core point of the article is that Changjin Photon Technology Co., Ltd. has entered the inquiry stage for its IPO on the Sci-Tech Innovation Board [1] - Changjin Photon is a manufacturer of specialty optical fibers, with capabilities in high-performance and multi-category specialty optical fiber research and industrialization [1] - The company aims to raise approximately 780 million yuan through the IPO, which will be used for the construction of a high-performance specialty optical fiber production base and research center, as well as to supplement working capital [1]

Group 1 - The core viewpoint of the news is the performance and market position of Changying Tong, a company specializing in optical fiber gyroscope technology, which saw a stock price increase of 5.05% to 48.01 CNY per share, with a total market capitalization of 5.875 billion CNY [1] - Changying Tong was established on May 18, 2010, and went public on December 12, 2022, focusing on the research, production, and sales of optical fiber ring devices and related solutions, primarily for military inertial navigation applications [1] - The company's revenue composition includes optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment and others (4.17%) [1] Group 2 - Among the top ten circulating shareholders of Changying Tong, BlackRock's China New Horizons Mixed A Fund (013426) reduced its holdings by 200,000 shares, now holding 1.6 million shares, which represents 1.69% of the circulating shares [2] - The China New Horizons Mixed A Fund has a current scale of 1.967 billion CNY, with a year-to-date return of 10.9% and a one-year return of 26.58% [2] - The fund manager, Shen Yufei, has a tenure of 12 years and 268 days, with the best fund return during this period being 141.7% [3]

Group 1 - The company plans to acquire 100% equity of Wuhan Shengyisheng Optoelectronics Technology Co., Ltd. through a combination of issuing shares and cash payment, with a total transaction price of RMB 158 million [9][10][11] - The acquisition is expected to enhance the company's capabilities in the fiber optic gyroscope and optical communication sectors, creating synergies and expanding its product offerings [14][17] - The transaction will not result in a change of control for the company, as the actual controller remains the same [15][18] Group 2 - The company has committed to performance guarantees for the acquired entity, with net profit targets set at RMB 11.2 million for 2025, RMB 18 million for 2026, and RMB 22.5 million for 2027 [23][24] - If the performance targets are not met, the performance guarantee parties are obligated to compensate the company, primarily using the shares obtained from the transaction [24][26] - The transaction is subject to regulatory approvals and has already completed necessary decision-making processes [17][18] Group 3 - The company will issue 6,406,376 shares, representing 4.97% of the total share capital post-transaction, with an adjusted issue price of RMB 21.95 per share [11][12] - The total assets, equity attributable to shareholders, and revenue are expected to increase post-transaction, enhancing the company's profitability [16][17] - The company has taken measures to protect minority shareholders' rights during the transaction process, including fair pricing and information disclosure [21][22]