（文章来源：证券日报） 证券日报网讯 2月10日，炬光科技在互动平台回答投资者提问时表示，公司正在持续积极开拓国内外消 费电子等应用领域的潜在客户，但目前尚未有量产项目。 ...

| 代码 | 股票名称 | 融资买入额(亿元 | | --- | --- | --- | | 300502.SZ | 新易盛 | 25.36 | | 300308.SZ | 中际旭创 | 24.32 | | 300476.SZ | 胜宏科技 | 17.14 | | 300394.SZ | 天孚通信 | 16.32 | | 300274.SZ | 阳光电源 | 15.67 | | 300136.SZ | 信维通信 | 15.26 | | 300017.SZ | 网宿科技 | 14.13 | | 300058.SZ | 蓝色光标 | 12.7 | | 688256.SH | 寒武纪 | 12.24 | | 603986.SH | 兆易创新 | 10.49 | 三、基金发行情况 昨日有8只新基金发行，分别为：上银稳健睿享三个月持有(FOF)C、鑫元中证港股通科技指数C、鑫元中证港股通科技指数A、上银稳健睿享三个月持有 (FOF)A、中信建投双颐3个月持有期债券A、招商裕田混合发起式C、中信建投双颐3个月持有期债券C、招商裕田混合发起式A，详情见下表： 一、证券市场回顾 南财金融终端数据显示，昨日（2月9日，下同）上 ...

【国金通信】炬光科技跟踪：目标市值怎么看 分部估值，可插拔60-70e+OCS100-120e+CPO150e+其他业务100e = 450e 27年行业TAM约60-70e，按15%份额计，则对应2-3e净利润，给20-25x PE，60-70e 对标其他OCS标的，公司仍处于相对低估水平。 分部估值，可插拔60-70e+OCS100-120e+CPO150e+其他业务100e = 450e 27年行业TAM约60-70e，按15%份额计，则对应2-3e净利润，给20-25x PE，60-70e 对标其他OCS标的，公司仍处于相对低估水平。 OCS其他标的普遍按终局估值，按2030年30w台OCS终局计算，假设公司份额30%，单机价值量1.2-1.3w，净利率 30%，则对应3-4e利润，25-30xPE则对应约100-120e 竞争格局或好于预期；同时市场尚未price-in scale-up的想象空间（市场当前用scale-outcpo的供应商格局&产品推导 scale-up域，公司在out域卡位佳，在up域理应同样有1-2x想象空间）。 若仅考虑out域，假设27年10w台预期，5w单机价值量，20% ...

阳光电源：暂不涉及太空光伏产品 【电池】 2月9日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在光伏、商业航天等 方面最新情况： 【机器人】 萤石网络：智能服务机器人业务收入占比较小 【光伏】 南玻A：青海南玻具备生产9-11N多晶硅的能力 目前主要用于太阳能光伏产业 中利集团（维权）：公司光伏业务暂未涉及太空光伏领域 双环科技：钠离子电池正极材料中试基地近期产出首批产品 【商业航天】 炬光科技：公司没有产品应用于商业航天领域 丰茂股份：目前公司在商业航天领域业务拓展暂无实质进展 【其他】 新易盛：1.6T光模块产品已实现批量交付并处于产能持续提升过程中 招商蛇口：前期已介入免税业务并已获得积极成果，目前业务涵盖港澳航线高速客船免税、港口出境免 税 万达电影：投资出品影片《飞驰人生3》等已定于春节档上映 大连电瓷：大莲电瓷江西公司2026年生产计划基本排满 科大讯飞：脑科学当前尚处于前瞻性研究阶段，公司会保持关注和适当投入 精研科技：越南精研目前已投入运营 接到首批订单 昊华科技：公司并未量产三氟甲磺酸锂 (本文来自第一财经) 海光信息：公司业务布局暂未涉及TPU芯片 ...

证券日报网讯2月9日，炬光科技在互动平台回答投资者提问时表示，公司产品销往欧洲市场，其中包括 欧盟成员国。以2025年第三季度已披露的定期报告数据为例，欧洲地区业务收入占公司整体营业收入的 比例约为40%。销售包括以下几种方式：境内主体直接向欧盟客户出口、欧洲子公司直接销售，以及通 过代理商或经销商(包括买断式经销)转销至欧盟市场。 ...

格隆汇2月9日丨炬光科技(688167.SH)在投资者互动平台表示，我们公司没有产品应用于商业航天领 域。 ...

Market Overview - The A-share market experienced an overall upward trend on February 9, with the ChiNext Index rising over 3% and more than 4,400 stocks gaining [1][2] - The Shanghai Composite Index closed at 4,113.28 points, up 1.17%, while the Shenzhen Component Index rose by 2.07% and the Sci-Tech Innovation Board Index increased by 2.22% [1][2] Sector Performance - The communication sector saw significant gains, with an increase of over 5% during the session, leading to a surge in individual stocks reaching their daily limit [2] - Notable stocks included Tianfu Communication and Guangku Technology, both hitting the daily limit and achieving historical highs [2][3] Individual Stock Highlights - Tianfu Communication (300394) and Guangku Technology (300620) both recorded a 20% increase, closing at 303.56 and 188.28 respectively [3][5] - Other notable performers in the communication sector included Taicheng Light (300570) with a 16.27% rise and Changru Technology (688143) with a 14% increase [3] Media and Electronics Sectors - The media sector also performed well, with an overall increase of over 3%, featuring multiple stocks like Zhongwen Online and Rongxin Culture hitting their daily limit [4][5] - The electronics sector saw a rise of over 2%, with stocks such as Juguang Technology and Tengjing Technology achieving significant gains of 19.45% and 14.47% respectively [6] Other Sector Performances - Other sectors such as comprehensive, machinery, power equipment, and computers also showed strong performance, while sectors like oil and food and beverage lagged behind [6]

沪深两市数据显示，2月6日，融资净买入前十的股票分别为： 亨通光电（4.04亿元）、500ETF（2.34 亿元）、 双良节能（2.23亿元）、转债ETF（2.02亿元）、 宏达股份（1.92亿元）、 中信证券（1.81亿 元）、 寒武纪（1.53亿元）、 兆易创新（1.50亿元）、 炬光科技（1.31亿元）、1000ETF（1.17亿 元）。 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

每经AI快讯，CPO算力硬件股盘初走低，炬光科技跌近10%，长飞光纤跌逾8%，天通股份、亨通光 电、罗博特科、德科立等跌幅居前。 （文章来源：每日经济新闻） ...