02月12日消息，截止11:15，光纤光缆板块大涨，汉缆股份、通鼎互联涨停，光库科技、致尚科技等个 股涨幅居前。 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 ...

特种光缆作为构建高速、稳定、安全通信网络的关键基础设施，对技术工艺与产品可靠性要求极高。在 此次中国移动的集采项目中，通鼎互联依托多年专项技术积累和丰富的场景应用经验，所推出的特种光 缆产品在性能、耐久性与环境适应性等方面均表现突出，获得了评审团队的高度认可，最终以领先优势 位列中标候选人榜首。 作为国内通信产业的重要力量，通鼎互联长期深耕光通信领域，主营业务覆盖光纤预制棒、光纤、光 缆、通信电缆及电力电缆的研发、制造与销售，并积极布局安全业务、大数据等新兴业务板块。公司始 终坚持创新驱动，以高品质产品与专业服务赢得了市场的广泛信赖。 从财务数据来看，通鼎互联在2025年前三季度实现营业总收入24.46亿元，同比增长12.71%，公司整体 盈利能力和财务结构健康向好。尤其在光电通信核心业务上，公司持续优化产品矩阵、提升服务能效， 已成为包括中国移动在内的多家主流通信运营商的重要合作伙伴，市场份额与品牌影响力不断扩大。 近日，中国移动（600941）2026-2027年度特种光缆产品集中采购项目中标结果正式揭晓，通鼎互联 （002491）(股票代码：002491)凭借雄厚的技术积淀与出色的产品表现，在激烈竞争中 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The semiconductor industry is leading growth, with smart devices supporting "new quality productivity" as a clear example of China's economic transition towards high-quality development. The growth in these sectors is driven by technological innovation and improvements in total factor productivity [27][30]. - The report highlights the strong demand for high-performance memory driven by AI servers and new generation PCs, indicating that the storage chip industry is entering a new upcycle [24][29]. Summary by Sections Market Overview - The Shanghai Composite Index fell by 0.44% to 4117.95 points, while the Shenzhen Component Index decreased by 1.62% to 14205.89 points during the week of January 26 to February 1, 2026. The three major indices showed slight fluctuations but remained above the 10-day moving average, indicating strong short-term support [1][7]. Industry Data Tracking - Global smartphone shipments reached 336 million units in Q4 2025, marking a year-on-year growth of 2.28%. However, China's smartphone shipments saw a significant decline of 29.4% year-on-year in December 2025 [18]. - Global semiconductor sales reached $75.3 billion in November 2025, reflecting a year-on-year growth of 29.8% [21][22]. - The storage chip industry is experiencing a strong upward trend in DRAM prices since June 2025, driven by robust demand from AI servers and data centers [24]. Investment Recommendations - The report suggests focusing on technology-intensive sectors like smart consumer devices and semiconductors, which are becoming core drivers of economic growth. It emphasizes the importance of domestic semiconductor companies that have made breakthroughs in design, manufacturing, and equipment [27][30]. - The report recommends paying attention to domestic equipment and materials companies that have entered the mainstream chip manufacturing supply chain, as they are crucial to China's self-sufficiency strategy in the semiconductor industry [30][29]. Industry News - Alibaba's Tsinghua Unigroup launched its high-end AI chip "Zhenwu 810E," which has been deployed in various applications, showcasing advancements in domestic chip technology [30][31]. - Two semiconductor companies announced price increases for their chips due to supply constraints and rising costs, indicating a tightening market [32][33]. - The semiconductor industry chain achieved significant profit growth, with integrated circuit manufacturing profits increasing by 172.6% in 2025 [34].

Core Viewpoint - The optical fiber and cable sector is experiencing significant strength, with multiple companies showing notable stock price increases, indicating a positive market trend in this industry [1] Group 1: Market Performance - The optical fiber and cable sector is strong, with Hangzhou Electric Co., Ltd. reaching the daily limit increase [1] - Other companies such as Zhishang Technology, Tongding Interconnection, Guangku Technology, Far East Holdings, Yongding Co., Ltd., and Fenghuo Communication also reported substantial stock price increases [1]

Market Overview - A-shares experienced a significant decline on February 2, with the Sci-Tech 50 index dropping by 3.88%, while the Shanghai Composite, Shenzhen Component, and ChiNext indices all fell by over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.58 trillion yuan, a decrease of approximately 250.7 billion yuan from the previous day [1] - There was a stark contrast in individual stock performance, with only 738 stocks rising and 4,395 stocks declining [1] - Net capital outflow exceeded 100 billion yuan, with the power grid equipment sector seeing the highest net inflow, while the semiconductor sector experienced the most significant net outflow [1] Hot Stocks - The top ten popular stocks included Liou Co., Zhongchao Holdings, Baobian Electric, and others, with varying degrees of market interest [2] Company Insights - Liou Co. gained market attention due to its alignment with multiple hot topics, including AI applications and social media concepts, leading to a turnaround in performance [3] - Zhongchao Holdings benefited from its involvement in commercial aerospace and high-voltage projects, enhancing its market position [3] - Baobian Electric's stock price increase was driven by favorable policies and industry trends, with significant revenue and profit growth reported [3] - Baiyin Nonferrous Metals' stock fluctuations were influenced by rising international precious metal prices and strategic moves to strengthen its gold industry chain [4] - Zhejiang Wenlian's positive performance was attributed to solid advancements in AI marketing and confidence from major shareholders [5] - TBEA's success stemmed from its alignment with national investment policies and a strong order backlog in the high-voltage sector [5] - China Western Power's stock was supported by policy benefits and its leading position in the high-voltage market, with robust revenue growth [5] - Tongding Interconnection's performance was bolstered by the rising sentiment in the optical communication industry and strategic adjustments within the company [6]

责任编辑：小浪快报 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。 02月02日消息，截止13:35，光纤光缆板块活跃，通鼎互联、杭电股份、汉缆股份涨停，通光线缆、长 飞光纤等个股涨幅居前。 ...

上周五，上证指数跌0.96%报4117.95点，深证成指跌0.66%报14205.89点，创业板指逆势涨1.27%报3346.36点； 沪深两市2360股上涨、2703股下跌，合计成交2.84万亿元，较前一日缩量约3944.71亿元。资金方面，通信设备 主力净流入65.34亿元居首，有色金属（核心股）净流出100.49亿元最多；题材上，转基因（4.19%）、光纤概念 （核心股）（3.94%）等涨幅领先且多股涨停，白银（核心股）（-10%）、贵金属（-8.92%）板块领跌。 天奇股份受到关注的核心在于机器人（核心股）">人形机器人（核心股）和锂电池（核心股）回收两大业务领 域的实质性进展。在人形机器人方面，公司与优必选的合资项目已有产品进入比亚迪、极氪工厂实际应用，并 此外，湖南黄金、湖南白银（核心股）、太极实业、百川股份、洲际油气等也热度靠前。 今日，A股十大人气热股如下：特变电工、红宝丽、利欧股份、天地在线、通鼎互联、蓝色光标、天奇股份、白 银（核心股）有色、农发种业、亨通光电。 特变电工受到市场关注的核心在于其作为电力设备领域龙头企业的综合优势。公司深耕行业数十年，拥有持续 高增长的业绩表现和充足的订单储 ...

证券日报网讯 2月1日，通鼎互联发布公告称，公司股票于2026年1月28日至2026年1月30日连续三个交 易日收盘价格涨幅偏离值累计超过20%。根据《深圳证券交易所交易规则》等相关规定，以上情形属于 股票交易异常波动的情形。公司前期披露的信息不存在需要更正、补充之处；公司未发现近期公共传媒 报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息。 （编辑 姚尧） ...

Core Viewpoint - The company, Tongding Interconnection, announced that its stock price experienced a cumulative increase of over 20% during the trading days from January 28 to January 30, 2026, prompting an unusual price movement notice [1] Group 1: Stock Performance - The stock price of Tongding Interconnection rose significantly, with a cumulative increase exceeding 20% over three consecutive trading days [1] - The company confirmed that there are no undisclosed significant information affecting the stock price and that its operational status remains normal [1] Group 2: Disclosure and Reporting - The company verified that previous disclosures do not require correction or supplementation, and there are no major undisclosed matters that need to be reported [1] - The company plans to release its 2025 annual performance forecast on January 31, 2026, and the 2025 annual report is expected to be disclosed on April 29, 2026 [1] Group 3: Shareholder Activity - During the period of unusual stock price movement, the controlling shareholders and actual controllers did not buy or sell company shares, indicating no violations of fair disclosure [1]

证券代码：002491 证券简称：通鼎互联 公告编号：2026-009 通鼎互联信息股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 通鼎互联信息股份有限公司（以下简称"公司"）股票（证券简称：通鼎互 联，证券代码：002491）于2026年1月28日至2026年1月30日连续三个交易日收盘 价格涨幅偏离值累计超过20%。根据《深圳证券交易所交易规则》等相关规定， 以上情形属于股票交易异常波动的情形。 二、公司关注并核实相关情况 针对公司股票交易的异常波动，公司董事会对公司、控股股东和实际控制人 就相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 4、公司、控股股东及实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、公司控股股东及实际控制人在本公司股票交易异常波动期间未买卖本公 司股票； 6、公司不存在违反公平信息披露规 ...