可川科技涨3.74%，报71.65元/股，股价再创新高，总市值突破134.62亿元，成交额达3.91亿元。（AI生 成） ...

编辑丨张嘉钰 记者丨 毕凤至 1月30日，2026年1月A股市场收官，沪指当月涨幅为3.76%，深证成指为5.03%，创业板指为 4.47%。 个股方面，A股全市场近4000只个股月内涨幅为正，占比超过七成，月内涨幅超50%的个股有 119只，月内涨幅超100%的有17只。 1月十大牛股分别为志特新材、锋龙股份、湖南白银、普冉股份、四川黄金、白银有色、通源 石油、连城数控、晓程科技、可川科技，当月累计涨幅均超过110%。 | 序号 | 证券代码 | 证券简称 | 区间涨跌幅 | 息市值1 | 所属申万行业名称(2021) | 上市日期 | | --- | --- | --- | --- | --- | --- | --- | | | | | [起始交易日期] 2026-1-1 [截止交易日期] 最新收盘日 | [交易日期] 2026-1-30 [单位] 亿元 | [交易日期] 2026-1-30 [行业级别] 一级行业 | | | | | | [单位] %↓ | | | | | 1 | 300986.SZ | 志行斯材 | | 234.0787 | 153.8723 建筑装饰 | 2021-04-30 | | ...

1月十大牛股如下：C恒运昌、志特新材、锋龙股份、湖南白银、普冉股份、四川黄金、白银有色、通源石油、晓程科技、可川科技。 2026年1月A股开门红，尽管"神秘力量"持续控温，上证指数依旧收涨3.76%，深证成指涨幅5.03%，创业板指涨幅4.47%，科创50指数涨幅更是高达12.29%。 黄金、白银、有色、AI应用、国产芯片等板块轮番表现，市场人气爆棚。 | | | | 1月十大牛股 | | | --- | --- | --- | --- | --- | | 排名 | 股票名称 | 股票代码 | 本周涨幅 | 題材概 | | 1 | C恒运昌 | 688785 | 352.75% | 次新股、半 | | 2 | 志特新材 | 300986 | 234.08% | 新型城镇化、量子科技 | | 3 | 锋龙股份 | 002931 | 213.97% | 设备更新、机器人概 | | 4 | 湖南白银 | 002716 | 175.15% | 黄金概念、贵金 | | 5 | 普申股份 | 688766 | 140.55% | 物联网、汽车芯片 | | 6 | 四川黄金 | 001337 | 137.54% | 黄金概 ...

Group 1 - The CPO concept stocks in the A-share market experienced a widespread decline, with notable drops in several companies [1] - Yongding Co., Ltd. saw a significant decrease of over 8%, while Fenghuo Communication and Zhongjing Electronics fell by more than 4% [1] - Other companies such as Sry New Materials, Benchuan Intelligent, Changxin Bochuang, Jufei Optoelectronics, and Tongfu Microelectronics also reported declines exceeding 3% [1] Group 2 - Yongding Co., Ltd. reported a decline of 8.63% with a total market value of 35.9 billion [2] - Fenghuo Communication decreased by 4.80%, with a market capitalization of 51.2 billion, and has a year-to-date increase of 17.52% [2] - Zhongjing Electronics fell by 4.63%, with a market value of 6.935 billion, and a year-to-date decline of 7.06% [2] - Sry New Materials decreased by 3.91%, with a market capitalization of 30.5 billion, and a year-to-date increase of 1.55% [2] - Benchuan Intelligent saw a decline of 3.79%, with a market value of 4.263 billion, and a year-to-date decrease of 0.81% [2] - Changxin Bochuang dropped by 3.49%, with a market capitalization of 43.4 billion, and a year-to-date increase of 4.72% [2] - Jufei Optoelectronics declined by 3.37%, with a market value of 9.748 billion, and a year-to-date increase of 0.58% [2] - Tongfu Microelectronics fell by 3.26%, with a market capitalization of 75.6 billion, and a year-to-date increase of 32.07% [2] - Other companies such as Ziguang Co., Huamao Technology, and Kechuan Technology also reported declines, with varying market values and year-to-date performances [2]

格隆汇1月29日丨可川科技(603052.SH)近日接受特定对象调研时表示，目前正在持续配合客户送样测试 中，光模块的验证周期相对较长，如有进一步的进展或订单落实情况，公司将及时通过合规渠道向市场 及投资者披露相关信息。目前暂未形成营收，对公司本期营收不构成重大影响。 ...

格隆汇1月29日丨可川科技(603052.SH)近日接受特定对象调研时表示，苏州可川电子科技股份有限公司 之全资子公司可川光子技术(苏州)有限公司(以下简称"可川光子")成立于2024年2月，组建了资深的研发 及制造管理团队，掌握核心自研设计算法，致力于高速硅光芯片设计和高速光模块的研发、生产。具备 了从硅光芯片设计、硅光晶圆检测、芯片检测、COB、模块组装到后段模块检测和测试的全链条量产 能力，同时硅光芯片已完成首次流片。目前可川光子正在积极地进行市场开拓工作。 ...

格隆汇1月29日丨可川科技(603052.SH)近日接受特定对象调研时表示，目前已完成流片和测试的是单通 道100G速率的硅光芯片。 ...

可川科技（603052）(603052.SH)发布公告，公司预计2025年年度实现归属于上市公司股东的净利润为 1300万元到1800万元，同比减少72.90%到80.42%。 ...

智通财经APP讯，可川科技(603052.SH)发布公告，公司预计2025年年度实现归属于上市公司股东的净 利润为1300万元到1800万元，同比减少72.90%到80.42%。 ...

Core Insights - The article highlights the surge in optical communication stocks driven by accelerated global AI infrastructure investments, with significant gains observed in both A-share and Hong Kong markets [1] - Corning has entered a long-term agreement with Meta to supply optical fiber cables worth up to $60 billion, marking a historic high for Corning's stock price [1][5] Group 1: Company Developments - Corning's CEO, Wendell Weeks, stated that the company is expanding its fiber optic manufacturing capacity to meet the growing demand from major tech companies like Meta, OpenAI, Google, Amazon, and Microsoft [3] - The agreement with Meta is one of Corning's largest commercial contracts and is seen as a significant move by tech giants to enhance AI infrastructure [5] - Corning's optical communications business revenue increased by 33% to $1.652 billion in Q3, driven by strong demand for generative AI products [8] Group 2: Market Trends - The demand for optical fibers is surging due to the shift from copper to fiber optics in data centers, driven by the increasing scale of GPU clusters and the need for higher data throughput [9] - The trend of "optical over copper" is becoming mainstream, as fiber optics are essential for the performance of AI computing clusters [9] - The global demand for optical fibers and cables is expected to grow significantly, with projections indicating that the market could reach several hundred million core kilometers by 2025 [10] Group 3: Industry Implications - The AI infrastructure investment trend is positively impacting the Chinese optical communication industry, benefiting companies like Yangtze Optical Fibre and Cable, Hengtong Optic-Electric, and Zhongji Xuchuang [10] - Despite previous market fluctuations, analysts believe that Corning's diversified business and technological advantages will help it navigate through potential cycles in the optical fiber market [10]