2026年2月26日，烽火通信（sh600498）触及涨停，涨停价46.86元，涨幅10%，总市值636.44亿元，流 通市值595.88亿元，截止发稿，总成交额69.40亿元。 根据喜娜AI异动分析，烽火通信涨停原因可能如下，产业基金设立+业务需求增长+治理结构完善： 1、 烽火通信处于战略转型期，积极布局产业链生态。公司设立10亿元产业基金，聚焦光通信、半导体等主 业，强化产业链协同，这一战略布局优化有望提升公司的核心竞争力和市场地位，为未来发展奠定基 础。同时关联交易额度大幅增加，反映出业务扩展需求，显示公司业务有增长态势。 2、从行业来看， 光通信及信息技术与通信技术融合领域是当前的热门赛道。随着5G、数据中心等建设的推进，对通信 系统设备、光纤光缆、数据网络产品等需求持续增长。同行业其他相关公司也可能受益于行业发展趋势 而表现良好，形成板块联动效应。东方财富数据显示，当日通信板块资金有一定流入，板块内多只个股 表现活跃。 3、公司在治理和资金管理方面有所改善。2026年2月新聘职工董事马守灏 ，职工董事选 举、减持计划终止等体现了治理结构的优化；按时归还募集资金、完成可转债兑付，显示良好财务管理 能 ...

02月26日消息，截止13:05，光纤光缆板块大涨，法尔胜、中天科技、亨通光电、杭电股份、通鼎互联 涨停，通光线缆、烽火通信、长飞光纤、永鼎股份等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

Core Viewpoint - The A-share market saw a significant rally in communication equipment stocks, with multiple companies reaching their daily price limits and substantial year-to-date gains reported [1][2]. Group 1: Stock Performance - Zhongtian Technology (600522) increased by 10.01%, with a market capitalization of 94.2 billion and a year-to-date gain of 52.26% [2] - Hengtong Optic-Electric (600487) rose by 10.00%, with a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] - Tongding Interconnection (002491) saw a rise of 9.97%, with a market cap of 12.9 billion and a year-to-date gain of 74.67% [2] - Fenghuo Communication (600498) increased by 7.28%, with a market cap of 62.1 billion and a year-to-date gain of 42.46% [2] - Tianfu Communication (300394) rose by 6.91%, with a market cap of 283.9 billion and a year-to-date increase of 79.84% [2] - Ruijie Networks (301165) increased by 6.58%, with a market cap of 71.4 billion and a year-to-date gain of 1.05% [2] - Dingtong Technology (688668) rose by 6.36%, with a market cap of 21.7 billion and a year-to-date increase of 25.65% [2] - Yongding Co., Ltd. (600105) increased by 5.98%, with a market cap of 43.5 billion and a year-to-date gain of 18.65% [2] - Xinke Mobile (688387) rose by 5.70%, with a market cap of 55.2 billion and a year-to-date increase of 25.12% [2] - StarNet Ruijie (002396) increased by 5.30%, with a market cap of 18 billion and a year-to-date gain of 1.65% [2] - Feiling Kesi (301191) rose by 5.20%, with a market cap of 8.863 billion and a year-to-date increase of 18.88% [2] - Huiyuan Communication (000586) increased by 5.10%, with a market cap of 3.07 billion and a year-to-date gain of 17.29% [2] - ST Jinglun (600355) rose by 4.84%, with a market cap of 640 million and a year-to-date decrease of 41.96% [2] - Dayi Co., Ltd. (300504) increased by 4.75%, with a market cap of 4.304 billion and a year-to-date gain of 6.65% [2] - Hengwei Technology (603496) rose by 4.75%, with a market cap of 10.1 billion and a year-to-date increase of 15.69% [2] - Changfei Optical Fiber (601869) increased by 4.53%, with a market cap of 197.8 billion and a year-to-date gain of 105.31% [2] - Zhongguang Lightning Protection (300414) rose by 4.47%, with a market cap of 5.405 billion and a year-to-date increase of 10.90% [2]

Group 1 - The A-share market saw a collective surge in communication equipment stocks, with notable gains from companies such as Zhongtian Technology, Hengtong Optic-Electric, and Tongding Interconnection reaching the daily limit [1] - Zhongtian Technology's stock increased by 10.01%, with a total market capitalization of 94.2 billion and a year-to-date increase of 52.26% [2] - Hengtong Optic-Electric also rose by 10.00%, boasting a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] Group 2 - Tongding Interconnection's stock price increased by 9.97%, with a market capitalization of 12.9 billion and a year-to-date increase of 74.67% [2] - Fenghuo Communication's stock rose by 7.28%, with a market cap of 62.1 billion and a year-to-date increase of 42.46% [2] - Tianfu Communication and Ruijie Networks saw increases of 6.91% and 6.58%, respectively, with market caps of 283.9 billion and 71.4 billion [2] Group 3 - Other companies such as Yonding Co., Xinke Mobile, and Xingwang Ruijie also experienced gains of over 5%, indicating a strong performance across the sector [1] - The overall positive trend in these stocks is supported by the formation of a MACD golden cross signal, suggesting a favorable market condition for these companies [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月26日早盘，算力硬件股持续活跃，PCB、CPO概念板块涨幅居前。 PCB概念拉升，明阳电路涨超15%，威尔高涨超12%，大族激光、广合科技、贤丰控股（维权）、沪电 股份10%涨停，深南电路3天2板。 | 休力 | PCB(i) | | Ai) [3 Q | | --- | --- | --- | --- | | | 3347.43 2.75% | | | | 成份股 受金 | 关联基金 必读 | 股明 | 资讯 | | 全部市场(129) v | 自选 | 最新 (129) v | 龙头(10) | | 图 品 图 | 最新 | 涨幅↓ | 涨跌 | | 明阳电路 | 33.79 | 15.32% | 4.49 | | 300739 融 | | | | | 威尔高 | 70.56 | 12.72% | 7.96 | | 301251 融 | | | | | 万源通 | 37.10 | 11.95% | 3.96 | | 920060 京 融 | | | | | 大族激光 | 69.72 | 10.00% | 6.34 | | 002 ...

2月26日，A股市场算力概念股集体走强，其中，星宸科技涨超16%，润泽科技涨超15%，智微智能10CM涨停，天 孚通信涨超9%，迈信林、中贝通信、烽火通信、光环新网涨超8%，奥飞数据、罗曼股份涨超7%，大位科技、锐 捷网络、云天励飞涨超6%，恒润股份、恒为科技、数据港、真直科技涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 301536 | 星宸科技 | 1 | 16.41 | 358亿 | 41.65 | 84.86 | | 300442 | 润浄枝 | 1 | 15.90 | 1644 Z | 90.53 | 100.60 | | 001339 | 智微智能 | | 10.01 | 149亿 | 15.71 | 59.14 | | 300394 | 天孚通信 | 1 | 9.37 | 2904亿 | 83.97 | 373.51 | | 300167 | ST通威迅 | -澳 | 9.01 | 23.09亿 | 19.80 | 5.93 | | 688685 | 迈 ...

Core Viewpoint - A new small-screen device with a wide aspect ratio is being developed by a major manufacturer, likely Huawei, featuring a 6.39-inch ±1.5K OLED display, with an internal schedule set for the fourth quarter of 2026 [8][9]. Group 1 - The new device is expected to have a screen aspect ratio of approximately 16:9 or 16:10, indicating a premium positioning in the market [8][9]. - The design is described as a "wide foldable in a non-foldable state," which has raised curiosity among users regarding its dimensions [8][9]. - The device's form factor can be compared to the Huawei Pura X, which features a 6.3-inch 16:10 wide screen and supports various advanced display technologies [8][12]. Group 2 - The Huawei Pura X, launched on March 20 of the previous year, is noted for its unique advantages in viewing experiences for movies, gaming, and browsing due to its wide screen [12]. - The Pura X is the first phone to fully integrate the HarmonyOS 5 system, showcasing Huawei's commitment to innovation in mobile technology [8][12].

（编辑 任世碧） 证券日报网讯 2月25日，长光华芯在互动平台回答投资者提问时表示，公司充分理解并重视投资者对股 东减持的关切，已认真研究烽火通信等公司的相关举措。公司会综合考虑股东减持需要与公司长期发展 的关系。 ...

刘泽龙 长江证券通信分析师: 各位投资人大家晚上好，我是长江通信的分析师刘德龙，给大家汇报一下我们对整个 26 年升腾行业的一个观点和展望。首先我们在整个 26 年是非常看好整个升腾及产业链后续 的这个发展和上涨的。那首先的话，我们看好它主要基于这个，一方面我们非常看好今年 国产算力整体的贝塔。在春节期间大家也看到了一个非常明确的产业变化，叫 ToG 出海。 其实这个出海，背后代表了两件事情。一个是我们目前，其实就两个事，一个是性能够， 一个是中国的模型出海的话，单位 Tokens 的价格比较便宜。 性能够的话，我们更多会觉得，这体现在这个当你模型的性能迭代有了一定放缓之后，中 国的性能差距相当于海外没有那么大，中国厂商觉得是能够海外客户是觉得是能够满足需 求，同时的话，那我们会看到中国的 token 的单位价格是便宜的。可能大 家会有疑惑， 说我们国产算力为什么你如果按理说单位的算力下的价格，其实不如海外的英伟达呀，然 后包括这些厂商有那么便宜的价格但是我们会有更多的运营成本的优势。包括一些配套的 零部件，包括一些供电，包括一些人员维护，我们觉得把这些成本综合起来看的话，其实 在一定程度上可以抹平国产算力和 ...

机构建议聚焦以下投资方向：一是拥有光棒产能的公司，如长飞光纤/长飞光纤光缆、亨通光电、中天 科技、烽火通信、杭电股份等，这类公司或将充分受益于涨价逻辑。二是算力产业链上游的核心材料与 器件供应商，重点包括光模块领域的中际旭创、新易盛，以及光器件环节的天孚通信、仕佳光子、太辰 光等。此外，随着空芯光纤等下一代技术逐步进入运营商试点，具备前瞻技术储备的厂商也将获得估值 提升的催化剂。 风险提示：光纤需求增长不及预期，光纤价格上涨不及预期，产能扩张进度较快风险。以上观点均来自 中信建投证券、天风证券、国泰海通证券、国盛证券、兴业证券近期公开的研究报告，不代表本平台立 场，敬请投资者注意投资风险。 作者：聂林浩 刘禹希 需求集中增长的同时，供给端也面临刚性约束。光纤的核心原材料是光棒，占据产业链价值与技术的高 点，约占光纤成本的70%。光棒的扩产周期长达1.5至2年，且行业经历了前几年的价格战与供给出清 后，鲜有大规模扩产，这使得光棒供给紧张。当高端特种光纤需求爆发时，光棒厂商优先将产能投向利 润率更高的产品，客观上挤占了G.652.D等普通散纤的产能。一边是需求全面增长，一边是供给端受制 于光棒产能无法快速响应，供 ...