股票近期走势 截至2026年2月12日，聚飞光电股价报7.38元/股，今年以来累计上涨7.89%，近5日涨幅4.53%。当日主 力资金净流入484.55万元，成交额1.09亿元，换手率1.12%。融资余额仍处于高位，截至2月3日融资余 额为8.40亿元，占流通市值8.25%。 业绩经营情况 经济观察网 根据近期公开信息，聚飞光电（300303）（300303）有以下值得关注的事件点，主要基于 公司公告和市场数据。 公司2025年前三季度营业收入为25.85亿元，同比增长17.07%，但归母净利润2.11亿元，同比下滑 7.66%，反映成本端压力。此外，公司于2025年12月31日完成回购991万股，占总股本0.7003%，回购金 额6436万元，价格区间为5.82-7.11元/股。 以上内容基于公开资料整理，不构成投资建议。 未来发展 后市需重点关注2025年第四季度业绩能否扭转利润下滑趋势，这将是影响股价的关键因素。Mini/Micro LED技术加速发展，公司作为SMD LED封装企业，需跟踪5G、车载显示等下游需求变化对基本面的影 响。融资余额持续高位，且机构股东如南方中证1000ETF、香港中央结算有 ...

证券日报网讯 2月12日，聚飞光电在互动平台回答投资者提问时表示，公司现阶段将通过内生外延相结 合的方式，重点打造三大业务板块，光通讯业务属于其中之一的细分领域。 （文章来源：证券日报） ...

证券日报网讯2月12日，聚飞光电（300303）在互动平台回答投资者提问时表示，光通讯业务具体内容 请关注公司的定期报告。 ...

证券日报网讯2月12日，聚飞光电（300303）在互动平台回答投资者提问时表示，光通讯业务是公司面 向未来的重要战略布局，现阶段的财务贡献在公司整体中的占比较小。 ...

Group 1 - The core viewpoint of the article is that 聚飞光电 (Jufei Optoelectronics) is actively delivering self-developed silicon optical modules to customers and is committed to focusing on market demand while increasing R&D investment and optimizing production capacity layout [1] Group 2 - The company is emphasizing its focus on the optical module sector and plans to continue enhancing its research and development efforts [1] - The company aims to align its production capacity with market needs, indicating a strategic approach to meet customer demands [1]

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].

Group 1: Market Overview - The growth trajectory of China's new energy vehicle (NEV) market is becoming clearer, with the Ministry of Public Security reporting that by the end of 2025, the number of NEVs will reach 43.97 million, accounting for 12.01% of the total vehicle population, and nearly half of new vehicle registrations will be NEVs [1][6] - The rapid development of NEVs is driving the demand for vehicle electronics, particularly in the areas of display and lighting, which are becoming core components of vehicle configurations [2][7] Group 2: Demand for Vehicle LEDs - The shift from traditional fuel vehicles to smart connected NEVs has significantly increased the demand for car-mounted LEDs, with the number of LEDs per vehicle rising from approximately 30-50 in traditional vehicles to 80-150 in smart vehicles, and some luxury models exceeding 200 [2][7] - The global market value of vehicle-mounted LEDs is expected to exceed 25 billion yuan by 2025, with NEVs contributing over 60% of the market growth [3][8] Group 3: Technological Trends - Mini LED backlight technology is becoming the mainstream choice for high-end NEV displays due to its high contrast and color gamut, with projections indicating that by 2025, Mini LED technology will cover 420,000 NEVs [3][8] - Mini/Micro LED technologies are being integrated into adaptive headlights and smart interactive tail lights, enhancing the functionality and appeal of new vehicle models [3][8] Group 4: Company Positioning - 聚飞光电 has established a significant first-mover advantage in the vehicle-grade LED market, leveraging over 20 years of experience in LED packaging to create a comprehensive product lineup that meets stringent automotive standards [4][9] - The company has formed strong partnerships with major global automotive suppliers and has successfully integrated its products into the supply chains of leading manufacturers such as Toyota, Volkswagen, and NIO [4][9] Group 5: Innovation and R&D - 聚飞光电 has pioneered the ultra-thin uniform Mini COB car logo light and has achieved commercial mass production of vehicle-grade Mini LED technology, showcasing its commitment to innovation [5][10] - The company invested 161 million yuan in R&D in the first three quarters of 2025, a 15.03% increase year-on-year, representing 6.23% of its revenue, and has filed over 770 patents, with about 50% being invention patents [6][11]

Group 1 - The company, Jufei Optoelectronics (300303.SZ), announced a share buyback program, repurchasing 10,453,900 shares, which represents 0.7379% of its total share capital [1] - The buyback was conducted through a centralized bidding transaction, with a total transaction amount of 68,105,031.00 yuan (excluding transaction fees) [1] - The highest transaction price during the buyback was 7.35 yuan per share, while the lowest was 5.82 yuan per share [1]

Core Viewpoint - The company indicates that MiniLED is currently the mainstream backlight display solution for application terminals, while MicroLED products require further technological advancements and are currently expensive, representing the future direction for display terminals [1] Group 1: Company Developments - The company's optical communication business is progressing according to its operational plan [1] - The company will continue to focus on the development of cutting-edge technologies to enhance the overall performance of its products [1] Group 2: Industry Trends - MiniLED is recognized as the leading backlight display solution in the market [1] - MicroLED is identified as a future application direction for display terminals, but it requires comprehensive improvements in technology across the entire industry chain [1]

每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 每经AI快讯，聚飞光电2月2日晚间发布公告称，截至2026年1月31日，公司通过股票回购专用证券账户 以集中竞价交易方式回购公司股份约1045万股，占公司总股本的0.7379%，最高成交价为7.35元/股，最 低成交价为5.82元/股，成交总金额约为6811万元。 （记者 王晓波） ...