2月2日，长飞光纤涨6.62%，成交额45.31亿元。两融数据显示，当日长飞光纤获融资买入额4.96亿元， 融资偿还4.39亿元，融资净买入5772.04万元。截至2月2日，长飞光纤融资融券余额合计10.29亿元。 分红方面，长飞光纤A股上市后累计派现21.29亿元。近三年，累计派现9.43亿元。 机构持仓方面，截止2025年9月30日，长飞光纤十大流通股东中，德邦鑫星价值A（001412）位居第六 大流通股东，持股373.23万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股318.74 万股，相比上期减少276.22万股。中欧价值发现混合A（166005）、财通价值动量混合A（720001）退 出十大流通股东之列。 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 融资方面，长飞光纤当日融资买入4.96亿元。当前融资余额10.16亿元，占流通市值的1.57%，融资余额 超过近一年80%分位水平，处于高 ...

Investment Rating - The report maintains a positive investment rating for the fiber optic sector, indicating a favorable outlook for companies involved in this industry [4]. Core Insights - The fiber optic industry is entering a demand upcycle driven by AI data center construction, leading to a supply-demand imbalance and increased prices for fiber optic products [10][14]. - Major companies like Corning have secured significant contracts, such as a $6 billion order from Meta for fiber optic cables, highlighting the growing demand in the sector [29]. - The report emphasizes the importance of high-speed networking equipment, particularly in AI applications, which require advanced fiber optic solutions to meet performance standards [3][38]. Summary by Sections 1. Fiber Optic Demand Surge - The fiber optic and cable industry is experiencing a new development phase with tight market supply and increased demand due to AI data center construction [14]. - The supply side has faced years of capacity clearing, while the demand side is driven by the construction of AI data centers, leading to a significant increase in fiber optic demand [10][15]. 2. Market Review - The communication sector has shown strong performance, with the fiber optic segment outperforming other areas [18][20]. - The fiber optic index has seen a notable increase, reflecting the sector's robust growth compared to broader market indices [20]. 3. Industry News - Meta's capital expenditure for 2026 is projected at $135 billion, indicating strong investment in technology and infrastructure [27]. - Corning reported record sales and earnings for 2025, with expectations for continued growth in 2026 [28]. 4. Company News - Companies like Hengtong Optic-Electric and Yangtze Optical Fibre have reported significant profit increases, with Hengtong's net profit expected to grow by 77.39% to 112.87% in 2025 [30][31]. - Other firms, such as Shijia Photon, anticipate substantial profit growth, indicating a positive trend across the industry [32]. 5. Investment Recommendations - The report suggests focusing on companies within the fiber optic supply chain, such as Yangtze Optical Fibre and Hengtong Optic-Electric, as well as those in the liquid cooling sector [38]. - The ongoing demand from AI applications is expected to drive further price increases in fiber optics, making it a key area for investment [38].

Core Viewpoint - The company has noted recent market attention on the supply-demand structure and price fluctuations of fiber optic cable products in the telecommunications market, as well as increased focus on products related to data centers [1] Industry Summary - The current global market environment for the fiber optic cable industry is considered normal, and the impact of product price fluctuations on the company's future performance needs to be assessed in conjunction with future market conditions and the company's business situation [1] - New products related to data centers account for a small proportion of the total demand in the global fiber optic cable market [1]

Buyback Announcements - GoerTek has repurchased 1.14% of its shares, spending 1.108 billion yuan, with a total of 40.5481 million shares repurchased at prices ranging from 20.35 to 34.09 yuan per share [18] - Midea Group has repurchased 0.35% of its shares, spending 1.998 billion yuan, with a total of 26.9437 million shares repurchased at prices ranging from 69.50 to 80.44 yuan per share [17] - SF Holding has repurchased approximately 48.2887 million A-shares, with a total amount of about 1.899 billion yuan [1] Stock Trading Anomalies - Maoye Commercial has experienced a significant stock price increase, with a cumulative deviation of 20% over two trading days, indicating potential market overheating and high speculation risk [2] - Jinhui Liquor reported a cumulative stock price deviation of over 20% over three trading days, confirming normal production and no undisclosed major information [3] - Yangtze Optical Fiber has noted that the global optical fiber and cable market environment is normal, with new products related to data centers representing a small proportion of total demand [4] Profit Distribution Plans - Ningbo Fuda plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan, which accounts for 59.85% of the net profit attributable to shareholders for the first three quarters of 2025 [5] Corporate Investments - Southwest Securities has received approval from the China Securities Regulatory Commission to issue bonds totaling up to 14 billion yuan [6] - Guoneng Rixin plans to increase its stake in Sanas Zhihui to 31% through an investment of 17.625 million yuan, enhancing its capabilities in new energy asset operation services [7] Production Updates - Weiyuan Co. has successfully launched a 250,000 tons/year electrolyte solvent project, enhancing its production capacity for various chemical products [8] Financial Performance - Lianyun Technology reported a net profit of 142 million yuan for 2025, a year-on-year increase of 20.36%, driven by growth in storage product demand [12] - Shanghai Yizhong reported a net profit of 64.132 million yuan for 2025, a significant increase of 819.42%, attributed to the inclusion of its core product in the national medical insurance directory [13]

| 上榜热股 | 实时涨跌幅♀ 买/卖家数ុ | | | --- | --- | --- | | 长飞光纤 | | 2/0 | | 601869.SS | +6.62% | | | 3日 | | | | 通源石油 | -14.21% | 5/3 | | 300164.SZ | | | | 通光线缆 | | 4/2 | | AAA/F AF | +20.00% | | 长飞光纤 龙虎榜显示，今日2家机构净买入3.15亿。 公司是全球光纤光缆行业领军企业，唯一自主掌握PCVD、OVD、VAD三种主流光纤预制棒制备技术，并实现产业化。 龙虎榜知名游资 一、智能电网 龙虎榜机构热股 今天机构龙虎榜上榜40只个股，净买入20只，净卖出20只。当日机构买入最多的个股前三位是：长飞光纤（3.15亿）、通源石油（2.16亿）、通光线缆 （1.15亿）。 个股龙虎榜 公司已完成数据中心智能小母线及一体化电力模块研发，750V直流方案已在园区、楼宇、地铁落地，并储备800VHVDC技术，服务中国联通、佛山开普勒 等算力中心 据央视财经1月31日报道，当前全球AI算力建设进入爆发期，高功率、高稳定供电成为算力集群"生命线"，电力设 ...

Major Events - ST Kaiyuan expects a negative net asset value by the end of 2025, which may lead to a delisting risk warning from the Shenzhen Stock Exchange [1] - Changfei Fiber indicates that the global fiber optic cable market is stable, with new products related to data centers representing a small proportion of total demand [1] - Litong Electronics clarifies that its liquid cooling product development is still in the early discussion stage, denying rumors of significant technological breakthroughs [1] Financial Announcements - Shanghai Yizhong reports a net profit of 64.13 million yuan for 2025, a year-on-year increase of 819.42%, driven by the inclusion of its core product in the national medical insurance directory [4] - Lianyun Technology announces a net profit of 142 million yuan for 2025, up 20.36% year-on-year, benefiting from the recovery in the storage industry and the rapid development of AI [5] Share Buybacks - Midea Group has repurchased 0.35% of its shares for a total of 1.998 billion yuan, with share prices ranging from 69.50 to 80.44 yuan [6] - XGIMI Technology plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans, with a maximum price of 159.51 yuan per share [6] - GoerTek has repurchased 1.14% of its shares for a total of 1.108 billion yuan, with prices between 20.35 and 34.09 yuan [6] Contracts and Projects - Chongqing Construction has won multiple project bids, including a 673 million yuan contract for the Binzhou Qiwo Ecological Circular Industry Park [8] - Jinchengxin has signed a contract for mining and installation works at the Plang Copper Mine, with an estimated total price of 202 million yuan [9] - Far East Holdings reports that its subsidiaries signed contracts worth approximately 3.075 billion yuan in January 2026 [10] - *ST Songfa's subsidiary has signed a significant contract for the construction of a Capesize bulk carrier, valued between 70 to 100 million USD [11]

Group 1 - Far East Holdings announced that its subsidiary won a contract order worth 3.075 billion yuan, including contracts for green building cables and smart manufacturing cables [1] - Yifan Pharmaceutical received a drug registration certificate for Vitamin K1 injection, which is used to treat vitamin K deficiency-related bleeding [2] - Guangdong Electric Power A's Maoming Bohua Power Plant's Unit 4 has successfully commenced commercial operation, with a total investment of 7.484 billion yuan and an expected annual power generation of 8.6 billion kWh [4] Group 2 - Longfly Fiber reported that the global fiber optic cable industry market environment is normal, with product price fluctuations needing comprehensive assessment [25] - Shanghai Yizhong's net profit for 2025 increased by 819.42%, with total revenue of 317 million yuan, a growth of 82.72% [22] - Guizhou Power's subsidiary received a government subsidy of 200 million yuan [8] Group 3 - Zhongxing Communications plans to invest 117 million yuan in the Jianxing Zhanlu Fund, which focuses on new information technology and advanced manufacturing [10] - Suwen Electric Power's subsidiary established a joint investment fund with a total commitment of 68.5 million yuan, with Suwen contributing 5 million yuan [26] - ST Kaiyuan announced that its stock may face delisting risk due to expected negative net assets for 2025 [27]

Summary of Key Points Core Viewpoint - On February 2, a total of 44 stocks were involved with institutional investors, with 24 stocks showing net buying and 20 stocks showing net selling [1]. Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were: - Changfei Fiber: Net buying amount of 315 million yuan, with a price increase of 6.62% [2]. - Tongyuan Petroleum: Net buying amount of 216 million yuan, with a price decrease of 14.21% [2]. - Tongguang Cable: Net buying amount of 115 million yuan, with a price increase of 20% [2]. Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were: - Shengtun Mining: Net selling amount of 391 million yuan [1]. - Kaipu Cloud: Net selling amount of 244 million yuan, with a price decrease of 20% [3]. - Xiyu Co.: Net selling amount of 242 million yuan, with a price decrease of 9.99% [3].

长飞光纤（601869）光缆(06869)发布公告，公司A股股票于2026年1月30日至2026年2月2日连续两个交 易日收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动情形; 经公司自查，并向公司第一大股东中国华信邮电科技有限公司发函询证，截至本公告披露日，不存在应 披露而未披露的重大信息。 ...

Core Viewpoint - Changfei Fiber Optics (06869) announced that its A-share stock experienced a cumulative price fluctuation exceeding 20% over two consecutive trading days from January 30 to February 2, 2026, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange regulations [1] Group 1 - The company conducted a self-examination and inquired its largest shareholder, China Huaxin Postal Technology Co., Ltd., confirming that there is no undisclosed significant information as of the date of this announcement [1]