融资融券数据显示，该股最新（1月21日）两融余额为9.38亿元，其中，融资余额为9.38亿元，较上一个 交易日减少1514.79万元，降幅为1.59%；近10日两融余额合计减少3038.49万元，降幅为3.14%，其间融 资余额下降3.14%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有251只，涨幅在10%以上的共有7只，除腾景科技之外，涨停的还有 明微电子、青云科技-U等，下跌的有342只，跌幅较大的有艾迪药业、路维光电、埃科光电，分别下跌 14.14%、9.30%、8.04%。 资金面上，腾景科技上一交易日主力资金净流入4516.79万元，近5日净流出1.85亿元。 1月22日尾盘科创板股腾景科技涨停，截至14:46，股价报215.02元，成交31.11亿元，换手率11.98%，振 幅15.64%。 ...

Core Viewpoint - The A-share commercial aerospace sector has rebounded strongly after a brief pullback, with over 20 stocks hitting the daily limit up, indicating renewed market enthusiasm for the industry [1]. Group 1: Market Performance - The commercial aerospace sector has seen a cumulative increase of over 11% year-to-date [2]. - Notable stock performances include: - Tengjing Technology (688195) at 215.02, up 20.00% [3] - Keshun Co. (300737) at 6.96, up 20.00% [3] - Triangle Defense (300775) at 39.49, up 19.99% [3] - Other stocks also showed significant gains, with several reaching over 10% increases [3]. Group 2: Industry Catalysts - The resurgence in the sector is attributed to a series of favorable domestic and international industry catalysts [1]. - Elon Musk is accelerating the IPO process for SpaceX, aiming to complete it by July, which is expected to raise substantial funds for its ambitious space data center project [4][5][6]. - SpaceX's Starlink constellation has over 9,000 satellites in orbit, creating a significant competitive barrier [7]. Group 3: Infrastructure and Technological Developments - China has been intensifying its commercial aerospace policies, leading to a high-growth cycle for the industry [8]. - Key infrastructure projects, such as the construction of the first offshore liquid rocket launch and recovery test platform in Yantai, are underway [8]. - Several leading companies are advancing their IPO processes, indicating a collective move towards capital market engagement [9]. - Breakthroughs in technology, such as the successful landing system verification by Beijing Chuan Yue Company, highlight the industry's growth potential [9]. Group 4: Future Outlook - The commercial aerospace industry in China is projected to reach a scale of 2.5 to 2.8 trillion yuan by 2025, with an annual compound growth rate exceeding 20% [10]. - Securities firms are optimistic about the long-term investment value of the sector, with expectations of accelerated launch rates and advancements in satellite constellation construction [10]. - Current market sentiment is high, but ongoing policy support and industry trends suggest potential for continued upward movement in the short to medium term [10].

Core Viewpoint - The A-share market shows a slight increase with the Shanghai Composite Index at 4121.37 points, above the five-day moving average, indicating a positive market sentiment [1]. Group 1: Market Performance - The A-share total trading volume reached 21,972.69 billion yuan today [1]. - 817 A-shares have prices that surpassed the five-day moving average, reflecting a bullish trend in the market [1]. Group 2: Individual Stock Performance - Stocks with significant deviations from the five-day moving average include: - Huakai Yibai (300592) with a deviation rate of 15.34% and a daily increase of 20.03% [2]. - Shenxinfeng (300454) with a deviation rate of 12.65% and a daily increase of 20.00% [2]. - Qingyun Technology (688316) with a deviation rate of 12.47% and a daily increase of 16.94% [2]. - Other notable stocks with smaller deviations include: - Qizheng Tibetan Medicine, Dekeli, and Anfu Technology, which have just crossed the five-day moving average [1].

证券时报·数据宝统计显示，腾景科技所属的电子行业，目前整体涨幅为0.07%，行业内，目前股价上涨 的有242只，涨停的有明微电子、盈方微等10只。股价下跌的有247只，跌幅居前的有蓝箭电子、晶瑞电 材、路维光电等，跌幅分别为8.90%、8.72%、8.12%。 两融数据显示，该股最新（1月21日）两融余额为9.38亿元，其中，融资余额为9.38亿元，近10日减少 3038.49万元，环比下降3.14%。 腾景科技股价创出历史新高，截至14:10，该股上涨18.26%，股价报211.90元，成交量1363.01万股，成 交金额27.13亿元，换手率10.54%，该股最新A股总市值达274.09亿元，该股A股流通市值274.09亿元。 （文章来源：证券时报网） 公司发布的三季报数据显示，前三季度公司共实现营业收入4.25亿元，同比增长28.11%，实现净利润 6380.25万元，同比增长15.00%，基本每股收益为0.5000元，加权平均净资产收益率6.78%。（数据宝） ...

Core Viewpoint - The computing hardware stocks are actively trading, with Google Chain leading the gains, and several companies experiencing significant increases in their stock prices [1] Group 1: Company Performance - Tengjing Technology saw its stock price rise by over 15% [1] - Other companies that followed the upward trend include Nanya New Materials, Guangku Technology, Kechuan Technology, Dekeli, and Yuanjie Technology [1]

Group 1 - Greenland crisis has seen a turnaround with a framework agreement reached between the US and NATO regarding Greenland, which could benefit the US and NATO member countries [5] - The European Parliament has indefinitely frozen the review of the EU-US trade agreement due to threats to EU sovereignty and territorial integrity [6] - The People's Bank of China is accelerating the construction of a cross-border payment system for the renminbi and implementing strict regulatory measures for payment institutions [7] Group 2 - The cosmetics market in China is projected to exceed 1.1 trillion yuan by 2025, with domestic brands capturing over 57% market share [23] - China has become the world's largest exporter of machine tools, surpassing Germany with a 21.6% share of global exports [24] - The successful trial of automatic formation operation for heavy-duty trains in China marks a significant change in railway freight control [25] Group 3 - SpaceX plans to complete its IPO by July this year, as stated by CEO Elon Musk [27] - Xibei Catering has completed its Series A financing, with new investors including Zhang Yong, founder of New Rongji [28] - Apple is set to transform Siri into its first chatbot product by the second half of 2026, utilizing Google's Gemini model [29] Group 4 - TSMC's 3nm production capacity is fully booked until 2027 due to surging demand from artificial intelligence [30] - China Nuclear Power and Alibaba have established a nuclear energy company with a registered capital of 250 million yuan [31] - The download volume of Alibaba's Qianwen series models has surpassed 1 billion, making it the first open-source large model to achieve this milestone [32]

Group 1 - China and the US are expected to hold another round of trade negotiations, emphasizing the need to implement the consensus reached by the two countries' leaders [2][24] - The Chinese government expressed serious concerns over the EU's new cybersecurity policy, which aims to exclude Chinese companies from the European mobile communication network, arguing that Chinese enterprises have contributed positively to the European telecom industry [3][25] - French President Macron's statement at Davos highlighted the need for more Chinese direct investment in Europe, with China emphasizing its commitment to mutual benefits and not pursuing trade surpluses [4][26] Group 2 - The Ministry of Housing and Urban-Rural Development plans to implement urban renewal actions to promote high-quality development in the real estate sector, aiming to create modern, livable cities [7][28] - The Ministry of Industry and Information Technology reported significant growth in emerging industries, with industrial robot production increasing by 28% and the AI core industry expected to exceed 1.2 trillion yuan [8][29] - The National Taxation Bureau of Shanghai imposed a fine of 100,000 yuan on Pinduoduo for failing to report tax-related information as required [15][37] Group 3 - Moore Threads released its first performance forecast post-IPO, expecting revenue between 1.45 billion and 1.52 billion yuan for 2025, representing a growth of 230.70% to 246.67% year-on-year [16][38] - The financial reports from various companies indicate a mixed outlook, with some expecting significant profit increases while others anticipate losses, reflecting the diverse performance across sectors [20][44]

Core Viewpoint - The announcement details a significant sales order of $12.8 million (approximately 89.15 million RMB) for a product called the two-dimensional collimator array, which is a key component in the optical communication sector for the company [2][4]. Group 1: Order Details - The total order amount is $12.8 million (approximately 89.15 million RMB) [2][7]. - The order is effective upon receipt of the customer's purchase order and confirmation [7]. - The fulfillment period extends from the order's effective date until both parties have completed their responsibilities [7]. Group 2: Product and Market Impact - The two-dimensional collimator array is a critical product for the company in the high-end optical components market, showcasing high precision coupling, high port density, high channel consistency, low insertion loss, and high reliability [2][9]. - This order reflects customer recognition of the company's technological capabilities in high-end passive optical devices and is expected to enhance the company's market influence and core competitiveness in the optical communication industry [2][9]. Group 3: Risk and Uncertainty - While both parties have good performance capabilities, the execution of the order may still be affected by external macroeconomic changes, national industrial policy adjustments, fluctuations in customer demand, and other unforeseen factors [3][10]. - Potential risks include tight supply of core production materials, which could delay product delivery; the company plans to mitigate these risks by securing material supplies in advance and diversifying supplier channels [3][10].

1月21日晚间，腾景科技(688195)公告称，公司收到某客户C子公司的采购订单，总金额为1280万美元 (约为8915万元人民币)，产品为二维准直器阵列。 腾景科技同时提醒，本次订单交易双方均具备良好履约能力，但订单最终执行情况仍可能受外部宏观环 境变化、国家产业政策调整、客户需求变动及其他不可预见或不可抗力因素影响。此外，订单履行过程 中不排除会存在核心生产物料供应紧张，进而导致产品交付进度不及预期的风险，公司将通过提前锁定 核心物料供应、拓展多元化供应商渠道、优化生产排程等举措积极应对，尽力降低相关风险影响。 公司是专业从事各类精密光学元组件、光纤器件研发、生产和销售的高新技术企业，产品主要应用于光 通信、光纤激光等领域，其他应用领域涵盖量子信息科研、生物医疗、消费类光学等。公司突破并掌握 积累了多项核心技术，涵盖了光电子元器件制造的主要环节，形成了从光学元件到光纤器件的垂直整合 能力和紧密联系的技术体系，运用核心技术生产的主要产品技术指标均达到行业先进水平，能够为光学 光电子各领域客户提供各类精密光学元组件与光纤器件的解决方案。 1月12日，腾景科技发布投资者关系活动记录表，接待了博时基金、兴业证券、 ...

Group 1: Stock Suspension and Resumption - Han Jian He Shan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., leading to a stock suspension [1] - Zhi Te New Materials may apply for stock suspension again if the stock price continues to rise abnormally in the future [1] Group 2: Share Buyback - Aotai Biology intends to repurchase company shares worth between 100 million to 200 million yuan [2] Group 3: External Investments and Daily Operations - Tengjing Technology has signed a sales order worth 89.15 million yuan for high-end optical devices in the optical communication field [3] - Binhai Energy plans to invest 548 million yuan in the construction of a porous carbon and silicon-carbon anode materials project [3] - Baili Technology intends to establish a holding subsidiary to develop solid-state battery material production systems and other businesses [4] - Hualan Co., Ltd. plans to increase capital by 450 million yuan in its wholly-owned subsidiary Lingqing Smart, which focuses on AI innovative drug R&D solutions and services [5] - Nanmin Group has signed a contract worth 296 million yuan with Inner Mongolia Xijin Mining Co., Ltd. for the supply of main equipment for a crushing and screening project, accounting for 38.08% of the company's audited revenue for 2024 [5] - Hongbaoli's epoxy propylene comprehensive technology transformation project has entered the preparatory stage for trial production [6] Group 4: Performance Changes - Tianfu Communication expects a net profit of 1.881 billion to 2.150 billion yuan in 2025, an increase of 40.00% to 60.00% year-on-year, driven by the rapid development of the AI industry and global data center construction [7] - Huaqin Technology anticipates a net profit of 4 billion to 4.05 billion yuan in 2025, a year-on-year increase of 36.7% to 38.4% [8] - Penghui Energy expects a net profit of 170 million to 230 million yuan in 2025, turning a profit compared to the previous year [9] - Jin'an Guoji expects a net profit of 280 million to 360 million yuan in 2025, a year-on-year increase of 655.53% to 871.40%, attributed to improved market conditions for copper-clad laminates [9] - Demingli anticipates a net profit of 650 million to 800 million yuan in 2025, an increase of 85.42% to 128.21% year-on-year, driven by enhancements in full-link storage solutions and high-end manufacturing capabilities [9] - Dajin Heavy Industry expects a net profit of 1.05 billion to 1.2 billion yuan in 2025, a year-on-year increase of 121.58% to 153.23%, with rapid growth in overseas offshore wind power project deliveries [9]