12月17日，沪指涨1.19%，深成指涨2.4%，创业板指涨3.39%。全市场成交额1.83万亿元，超3600股上涨。能源金属、算力硬件、电池、保险等板块涨幅居 前，海南、军工等下跌。 焦点股方面，零售股百大集团晋级5连板，实控人变更的胜通能源4连板、皮阿诺3连板，智能驾驶概念股三羊马3连板，钧达股份、金圆股份（维权）4天2 板，浙江世宝、翠微股份等2连板。 | 代码 | 名称 | 价格 | | 涨幅量 | 换手% 几天几板 2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301123 | 奕东电子 | 52.78 | +8.80 | +20.01% | 18.13% 百板涨停 | 15.347. | 29.93万 液冷+AI服务器 | | 301205 | 联特科技 | 174.00 +29.00 | | +20.00% | 30.14% 自板涨停 | 32.747. | 20.49万 CPO+800G、1. | | 300221 | 古鳌科技 | 16.80 | +2.80 | +20.00% | 1 ...

Core Insights - The rapid development of AI computing power and data centers has led to a surge in demand for optical modules, which are core components of communication links [1][2][3] - Companies such as LianTe Technology, Guangxun Technology, and others are leading the market with significant stock price increases [1][2] Company Summaries - **LianTe Technology (301205.SZ)**: Latest stock price is 174.00 CNY with a daily increase of +20.00%. The company focuses on optical communication module research, production, and sales, mastering key technologies like optoelectronic chip integration [1] - **Guangxun Technology (002281.SZ)**: Latest stock price is 68.59 CNY with a daily increase of +10.01%. It is a global leader in optoelectronic devices, having developed silicon photonics 2.5D/3D integration packaging technology [1] - **JuGuang Technology (688167.SS)**: Latest stock price is 186.02 CNY with a daily increase of +17.34%. The company has acquired Swiss products for efficient collimation and focusing of laser light sources used in optical modules [1] - **Yuanjie Technology (688498.SH)**: Latest stock price is 664.00 CNY with a daily increase of +10.67%. The company is focused on laser products required for CPO, with CW high-power laser technology applicable in the CPO field [1] - **Xinyi Technology (300502.SZ)**: Latest stock price is 446.10 CNY with a daily increase of +9.55%. The company has a deep layout in the CPO field, offering over 3000 types of optical module products across various industry scenarios [1] - **Tianfu Communication (300394.SZ)**: Latest stock price is 217.78 CNY with a daily increase of +9.27%. The company provides overall solutions for optical devices, with mid-to-high-speed optical devices serving CPO-related optical modules [1] - **Hengtong Optic-Electric (600487.SH)**: Latest stock price is 21.67 CNY with a daily increase of +8.84% [1] Additional Company Highlights - **Ruijie Networks (301165.SZ)**: Latest stock price is 83.52 CNY with a daily increase of +7.84%. The company has launched a CPO technology data center switch and contributed to the COBO/CPO switch design white paper [2] - **Guangku Technology (300620.SZ)**: Latest stock price is 166.92 CNY with a daily increase of +7.13%. The company has introduced a high-brightness polarization-maintaining fiber array collimator for CPO applications [2] - **Zhongji Xuchuang (300308.SZ)**: Latest stock price is 589.98 CNY with a daily increase of +6.92%. It is a global leader in optical modules, with CPO being an important evolution direction for its products [2] - **Changxin Bochuang (300548.SZ)**: Latest stock price is 134.33 CNY with a daily increase of +6.91%. The company has released external light source modules for CPO based on silicon photonics technology [2] - **Shijia Photon (688313.SH)**: Latest stock price is 101.90 CNY with a daily increase of +6.63%. The company offers high-power CW DFB laser chip products applicable in CPO packaging [2] - **Huagong Technology (000988.SZ)**: Latest stock price is 77.29 CNY with a daily increase of +6.45%. The company is advancing next-generation high-speed optical modules starting from 1.6T and 3.2T [2] - **Cambridge Technology (603083.SH)**: Latest stock price is 113.00 CNY with a daily increase of +6.00%. The company is researching CPO optoelectronic hybrid packaging technology in collaboration with equipment manufacturers [2] Emerging Trends - Companies are increasingly focusing on CPO (Co-Packaged Optics) technology, which is seen as a significant evolution in optical modules, with many firms actively developing related products and technologies [1][2][3]

中信建投证券股份有限公司 关于西安炬光科技股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为西安炬光科技股份有限公司（以下简称"炬光科技"或"公司"）首次公开发 行股票并在科创板上市的保荐人，根据《证券发行上市保荐业务管理办法》《上 市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》《上海证券 交易所科创板上市公司自律监管指引第1号——规范运作》等有关规定，对公司 使用暂时闲置募集资金进行现金管理的事项进行了核查，并发表核查意见如下： 一、投资情况概述 （一）投资目的 为提高募集资金使用效率，在不影响公司募投项目建设实施、募集资金使用 计划和保证募集资金安全的情况下，公司将合理使用闲置募集资金进行现金管理， 本着股东利益最大化的原则，提高募集资金使用效益，为公司和股东获得更多的 回报。 （二）投资金额 在保证不影响公司募集资金投资计划正常进行的前提下，公司拟使用最高不 超过人民币20,000万元（含本数）的暂时闲置募集资金进行现金管理，使用期限 自前次募集资金现金管理的授权到期之日起12个月内有效，即2025年12月27日 ...

重要内容提示： 投资种类：安全性高、流动性好、风险低且符合保本要求的产品（包 括但不限于协定存款、结构性存款、定期存款、大额存单、通知存款等） 投资金额：不超过人民币 20,000 万元（含本数） 已履行及拟履行的审议程序：西安炬光科技股份有限公司（以下简称 "公司"或"炬光科技"）于 2025 年 12 月 17 日召开公司第四届董事会第十九次 会议，审议通过了《关于使用暂时闲置募集资金进行现金管理的议案》，保 荐人中信建投证券股份有限公司对本事项出具了明确的核查意见。本事项无 需提交股东会审议。 特别风险提示：尽管本次现金管理是购买安全性高、流动性好、风险 低且符合保本要求的产品，但金融市场受宏观经济影响较大，公司虽将根据 经济形势以及金融市场的变化适时适量地介入，但不排除该项投资受到市场 波动的影响。 证券代码：688167 证券简称：炬光科技 公告编号：2025-093 西安炬光科技股份有限公司 关于使用暂时闲置募集资金进行现金管理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、投资情况概述 （一）投资目的 ...

Core Viewpoint - The company plans to utilize up to RMB 200 million of temporarily idle raised funds for cash management, ensuring that it does not affect the normal execution of its fundraising investment plans [1] Group 1 - The maximum amount for cash management is set at RMB 200 million, inclusive of the principal [1] - The usage period for these funds is from December 27, 2025, to December 26, 2026, following the expiration of the previous authorization for cash management [1] - The company is allowed to use the funds in a revolving manner within the specified limit and timeframe [1]

Market Overview - The Shanghai Composite Index closed at 3871.44 points, above the five-day moving average, with an increase of 1.22% [1] - The total trading volume of A-shares reached 1822.448 billion yuan [1] Stocks Performance - A total of 988 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - LianTe Technology (301205) with a deviation rate of 13.53% and a daily increase of 20.00% [1] - JuGuang Technology (688167) with a deviation rate of 12.21% and a daily increase of 17.34% [1] - YiDong Electronics (301123) with a deviation rate of 11.85% and a daily increase of 20.01% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - KaiPu Cloud (688228) with a deviation rate of 10.57% and a daily increase of 20.00% [1] - JiaoCheng Ultrasonic (688392) with a deviation rate of 9.80% and a daily increase of 13.54% [1] - KaiWang Technology (301182) with a deviation rate of 9.51% and a daily increase of 15.65% [1]

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 301205 | 联特科 技 | 20.00 | 29.91 | 153.27 | 174.00 | 13.53 | | 301123 | 奕东电 子 | 20.01 | 17.92 | 47.19 | 52.78 | 11.85 | | 688167 | 炬光科 技 | 16.07 | 10.60 | 165.37 | 184.00 | 11.26 | | 688392 | 骄成超 声 | 14.81 | 3.25 | 111.49 | 123.48 | 10.75 | | 688228 | 开普云 | 20.00 | 5.07 | 201.86 | 223.20 | 10.57 | | 301182 | 凯旺科 技 | 13.86 | 7.48 | 35.38 | 38.27 | 8.18 | | 300990 | 同飞股 份 | 13.2 ...

Core Viewpoint - The computing hardware sector is experiencing a significant rally, with multiple companies seeing substantial stock price increases on December 17. Group 1: Company Performance - LianTe Technology and ZhongCi Electronics reached their daily limit up, indicating strong investor interest and confidence in these stocks [2] - YiDong Electronics also hit the daily limit up, reflecting positive market sentiment [2] - JuGuang Technology and YuanJie Technology saw their stock prices increase by over 10%, showcasing robust performance in the sector [2] Group 2: Market Trends - The overall trend in the computing hardware sector is bullish, with several companies such as TianFu Communication, XinYiSheng, ShengYi Electronics, TaiChenGuang, and ChangXin BoChuang also experiencing price increases [2]

Core Viewpoint - The CPO concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 1: Stock Performance - Lian Te Technology increased by over 12% [1] - Ju Guang Technology rose by over 10% [1] - Changfei Fiber achieved a 10% limit up [1] - Tianfu Communication and Xin Yi Sheng both saw increases of over 7% [1] - Zhongfu Circuit rose by over 6% [1] - Yongding Co., Guangku Technology, Taicheng Light, Jingwang Electronics, and Tiantong Co. all increased by over 5% [1] - Changxin Bochuang, Dekeli, Zhongji Xuchuang, Guangxun Technology, and Cambridge Technology all rose by over 4% [1]

证券日报网讯 12月15日晚间，炬光科技发布公告称，公司股东西安中科光机投资控股有限公司（简 称"西安中科"）于2025年9月16日至12月12日通过集中竞价减持300000股，占总股本的0.3339%。西安中 科按照上述减持计划已实施完毕。 （文章来源：证券日报） ...