002281 光迅科技
已收盘 12-11 15:00:00
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光迅科技（002281）披露部分限制性股票回购注销完成公告，12月4日股价上涨0.43%
证券之星 · 12-04
光迅科技（002281）披露部分限制性股票回购注销完成公告，12月4日股价上涨0.43%
光迅科技（002281）披露拟向特定对象发行股票募集不超过35亿元，11月25日股价上涨3.42%
证券之星 · 11-25
光迅科技（002281）披露拟向特定对象发行股票募集不超过35亿元，11月25日股价上涨3.42%
光迅科技：公司3.2T光模块处于研发阶段
证券之星 · 11-21
光迅科技：公司3.2T光模块处于研发阶段
光迅科技：定增项目用于算力中心光连接及高速光传输产品生产建设
证券之星 · 11-21
光迅科技：定增项目用于算力中心光连接及高速光传输产品生产建设
光迅科技新注册《Accelink智能助手软件V1.0.10》项目的软件著作权
证券之星 · 11-15
光迅科技新注册《Accelink智能助手软件V1.0.10》项目的软件著作权
光迅科技选举向东亮为职工代表董事
财中社 · 11-10
光迅科技选举向东亮为职工代表董事
中金：北美CSP资本开支继续上调 AI需求持续超出供给
智通财经 · 11-06
中金：北美CSP资本开支继续上调 AI需求持续超出供给
光迅科技最新公告：向特定对象发行A股股票方案获中国信科集团批复
证券之星 · 10-30
光迅科技最新公告：向特定对象发行A股股票方案获中国信科集团批复
光迅科技（002281）披露拟回购注销部分限制性股票，10月27日股价上涨5.68%
证券之星 · 10-27
光迅科技（002281）披露拟回购注销部分限制性股票，10月27日股价上涨5.68%
光迅科技(002281)9月30日股东户数14.73万户，较上期增加13.14%
证券之星 · 10-25
光迅科技(002281)9月30日股东户数14.73万户，较上期增加13.14%
光迅科技最新公告：前三季度净利润同比增长54.95%
证券之星 · 10-24
光迅科技最新公告：前三季度净利润同比增长54.95%
光迅科技（002281）：中标中国联合网络通信有限公司山西省分公司采购项目，中标金额为635.50万元
同壁财经 · 10-22
光迅科技（002281）：中标中国联合网络通信有限公司山西省分公司采购项目，中标金额为635.50万元
光迅科技：公司有OCS相关的技术与产品布局
证券之星 · 10-22
光迅科技：公司有OCS相关的技术与产品布局
光迅科技：马来西亚公司产能正在爬坡中
证券之星 · 10-22
光迅科技：马来西亚公司产能正在爬坡中
光迅科技：部分自研高端光芯片已开始逐步小批量商用
证券之星 · 10-22
光迅科技：部分自研高端光芯片已开始逐步小批量商用
光迅科技：依据会计准则计提减值准备
证券之星 · 10-22
光迅科技：依据会计准则计提减值准备
光迅科技公布国际专利申请：“一种车载光电混合连接器”
证券之星 · 09-23
光迅科技公布国际专利申请：“一种车载光电混合连接器”
光迅科技涨6.88%，民生证券三周前给出“买入”评级
证券之星 · 09-22
光迅科技涨6.88%，民生证券三周前给出“买入”评级
光迅科技35亿定增预案：加码高速光模块产能，布局AI算力新赛道
新浪财经 · 09-16
光迅科技35亿定增预案：加码高速光模块产能，布局AI算力新赛道
光迅科技新注册《ZTE_CFP_L++自动测试软件1.0.1.0》等3个项目的软件著作权
证券之星 · 09-15
光迅科技新注册《ZTE_CFP_L++自动测试软件1.0.1.0》等3个项目的软件著作权
公司概况
公司名称：
武汉光迅科技股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2009-08-21
主营业务：
武汉光迅科技股份有限公司的主营业务是光电子器件、模块和子系统产品的研发、生产及销售。公司的主要产品是光电子器件、模块和子系统产品。
发行价格：
16.00
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22:07","pubTimestamp":1764857241,"startTime":"0","endTime":"0","summary":"截至2025年12月4日收盘，光迅科技报收于60.73元，较前一交易日上涨0.43%，最新总市值为490亿元。该股当日开盘60.02元，最高60.87元，最低59.06元，成交额达10.98亿元，换手率为2.34%。公司近日发布公告称，已完成2022年限制性股票激励计划及2025年限制性股票激励计划的部分限制性股票回购注销。本次回购注销的限制性股票合计176,000股，占公司总股本的0.0218%。本次回购注销完成后，公司总股本由806,851,752股减少至806,675,752股。此次回购注销不影响公司股权激励计划的继续实施。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120400039394.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0167","BK0143","SGXZ49509284.SGD","BK0028","BK0123","BK0198","BK0148","BK0188","BK0197","SGXZ81163826.USD","BK0122","BK0214","002281","BK0010","BK0164"],"gpt_icon":0},{"id":"2586426433","title":"光迅科技（002281）披露拟向特定对象发行股票募集不超过35亿元，11月25日股价上涨3.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586426433","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586426433?lang=zh_cn&edition=full","pubTime":"2025-11-25 17:47","pubTimestamp":1764064070,"startTime":"0","endTime":"0","summary":"截至2025年11月25日收盘，光迅科技报收于58.9元，较前一交易日上涨3.42%，最新总市值为475.24亿元。同日，光迅科技发布公告，披露《2025年度向特定对象发行股票募集说明书（申报稿）》。发行对象包括实际控制人中国信科集团在内的不超过35名特定对象，中国信科集团认购比例不低于发行总量的10%且不超过38%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112500026895.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002281","BK0123","BK0028","BK0167","BK0010","BK0188","BK0164","BK0143","SGXZ49509284.SGD","BK0198","BK0148","BK0197","BK0214","SGXZ81163826.USD","BK0122"],"gpt_icon":0},{"id":"2585118334","title":"光迅科技：公司3.2T光模块处于研发阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2585118334","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585118334?lang=zh_cn&edition=full","pubTime":"2025-11-21 16:10","pubTimestamp":1763712610,"startTime":"0","endTime":"0","summary":"证券之星消息，光迅科技(002281)11月21日在投资者关系平台上答复投资者关心的问题。投资者提问：华工科技自主研发的3.2T光模块光引擎已经实现批量出货了，同为湖北武汉的企业，你们公司3.2T光模块有实现批量出货了吗？公司有没6.4T的产品问世？光迅科技回复：投资者您好！公司3.2T光模块处于研发阶段，感谢您的关注。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112100019470.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","002281","SGXZ81163826.USD","BK0123","BK0122","BK0188","BK0197","BK0198","BK0028","BK0167","BK0148","BK0214","BK0164","BK0010","BK0143"],"gpt_icon":0},{"id":"2585190247","title":"光迅科技：定增项目用于算力中心光连接及高速光传输产品生产建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2585190247","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585190247?lang=zh_cn&edition=full","pubTime":"2025-11-21 16:06","pubTimestamp":1763712396,"startTime":"0","endTime":"0","summary":"证券之星消息，光迅科技(002281)11月21日在投资者关系平台上答复投资者关心的问题。投资者提问：请问公司定增项目是为ocs业务做准备吗？光迅科技回复：投资者您好！公司本次定增项目主要用于算力中心光连接及高速光传输产品生产建设项目、高速光互联及新兴光电子技术研发项目以及补充流动资金，感谢您的关注。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112100019283.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0122","BK0198","BK0167","BK0197","BK0188","BK0214","BK0164","BK0143","BK0123","SGXZ49509284.SGD","BK0148","SGXZ81163826.USD","BK0010","BK0028","002281"],"gpt_icon":0},{"id":"2583831226","title":"光迅科技新注册《Accelink智能助手软件V1.0.10》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2583831226","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583831226?lang=zh_cn&edition=full","pubTime":"2025-11-15 00:30","pubTimestamp":1763137839,"startTime":"0","endTime":"0","summary":"证券之星消息，近日光迅科技新注册了《Accelink智能助手软件V1.0.10》项目的软件著作权。今年以来光迅科技新注册软件著作权17个，较去年同期增加了750%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了4.46亿元，同比增42.91%。通过天眼查大数据分析，武汉光迅科技股份有限公司共对外投资了8家企业，参与招投标项目2307次；财产线索方面有商标信息7条，专利信息1819条，著作权信息115条；此外企业还拥有行政许可93个。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111500000193.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ81163826.USD","002281","BK0167","BK0198","BK0122","BK0143","BK0123","BK0164","SGXZ49509284.SGD","BK0010","BK0188","BK0028","BK0197","BK0214","BK0148"],"gpt_icon":0},{"id":"2582876624","title":"光迅科技选举向东亮为职工代表董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2582876624","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582876624?lang=zh_cn&edition=full","pubTime":"2025-11-10 20:17","pubTimestamp":1762777020,"startTime":"0","endTime":"0","summary":"光迅科技（002281）发布公告，公司于2025年11月10日召开职工代表大会，选举向东亮为公司第八届董事会职工代表董事，任期自大会通过之日起至董事会任期届满。 向东亮，1980年10月生，本科学历，工程师，现任公司职工董事、工会副主席、安全保障部副总经理，持有公司6.32万股股份。 2025年前三季度，光迅科技实现收入85.32亿元，归母净利润7.19亿元。（文章来源：财中社）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-10/doc-infwxnsv2915720.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0214","SGXZ49509284.SGD","BK0197","BK0143","BK0148","BK0122","BK0167","BK0010","BK0123","BK0164","BK0198","002281","SGXZ81163826.USD","BK0028","BK0188"],"gpt_icon":0},{"id":"2581056927","title":"中金：北美CSP资本开支继续上调 AI需求持续超出供给","url":"https://stock-news.laohu8.com/highlight/detail?id=2581056927","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581056927?lang=zh_cn&edition=full","pubTime":"2025-11-06 15:29","pubTimestamp":1762414160,"startTime":"0","endTime":"0","summary":"另外，AI需求持续超过供给，正加速赋能核心业务以实现商业闭环，其中搜索业务收入超市场预期。四家北美云厂商单季度资本开支表现亮眼，并上调全年指引，对2026年AI投资口径保持乐观，印证海外AI算力需求景气无虞。风险因素云资本开支不及预期，AI应用落地不及预期，全球经济下行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1365990.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MSFT","IE0009356076.USD","AI","LU2317271919.USD","LU1623119135.USD","LU0345774631.USD","LU1301847155.USD","LU2458330169.SGD","HK0000306701.USD","301165","LU1997245094.SGD","GOOGL","IE0004445239.USD","LU1629891620.HKD","BK0010","LU0289961442.SGD","LU1670627923.USD","LU1934455194.USD","002281","USAW.SI","LU1323610961.USD","LU2286300806.USD","GOOG","300308","LU0345770993.USD","LU1582987597.SGD","300502","LU0109391861.USD","000988","LU0345769631.USD","LU1633808545.USD","FB","LU1236620750.USD","LU1496350171.SGD","LU2148510915.USD","688498","IE000ITXATA3.USD","LU0109392836.USD","LU0942090050.USD","LU0476273544.USD","LU1839511570.USD","688313","LU0545562505.USD","LU1989772840.SGD","LU1003077747.HKD","LU1721428933.USD","LU0561508036.HKD","USJW.SI","LU2289578879.USD"],"gpt_icon":1},{"id":"2579219747","title":"光迅科技最新公告：向特定对象发行A股股票方案获中国信科集团批复","url":"https://stock-news.laohu8.com/highlight/detail?id=2579219747","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579219747?lang=zh_cn&edition=full","pubTime":"2025-10-30 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年半年度计提资产减值准备的合理性说明中，为何审计委员会的各位委员没有签名？","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102200024447.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0010","BK0167","BK0122","BK0214","002281","BK0028","BK0197","SGXZ49509284.SGD","BK0198","BK0164","BK0188","BK0123","BK0143","BK0148","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2569533927","title":"光迅科技公布国际专利申请：“一种车载光电混合连接器”","url":"https://stock-news.laohu8.com/highlight/detail?id=2569533927","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2569533927?lang=zh_cn&edition=full","pubTime":"2025-09-23 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16:28","pubTimestamp":1758529725,"startTime":"0","endTime":"0","summary":"今日光迅科技涨6.88%，收盘报73.45元。2025年8月31日，民生证券研究员马佳伟发布了对光迅科技的研报《2025年半年报点评：数通业务需求高企，收入增速显著》，该研报对光迅科技给出“买入”评级。维持“推荐”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为84.08%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为华金证券的曾捷。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025092200020923.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002281","161027"],"gpt_icon":0},{"id":"2567108384","title":"光迅科技35亿定增预案：加码高速光模块产能，布局AI算力新赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2567108384","media":"新浪财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2567108384?lang=zh_cn&edition=full","pubTime":"2025-09-16 16:43","pubTimestamp":1758012180,"startTime":"0","endTime":"0","summary":"2025年9月9日晚间，全球光电器件龙头光迅科技抛出一份重磅定增预案，拟向特定对象发行股票募集资金不超过35亿元，其中20.83亿元投向算力中心光连接及高速光传输产能扩建项目，6.17亿元用于高速光互联及新兴光电子技术研发，剩余8亿元补充流动资金。这一动作被视为公司抢抓AI算力爆发机遇、巩固行业领先地位的关键布局。光迅科技2025年上半年接入和数据业务营收达37.15亿元，同比激增149%，占总营收的71%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/aigcy/2025-09-16/doc-infqstck0699028.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SGXZ81163826.USD","BK0148","BK0167","BK0028","BK0198","SGXZ49509284.SGD","BK0164","002281","BK0123","BK0010","BK0188","BK0197","BK0143","BK0214","BK0122"],"gpt_icon":1},{"id":"2567540431","title":"光迅科技新注册《ZTE_CFP_L++自动测试软件1.0.1.0》等3个项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2567540431","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2567540431?lang=zh_cn&edition=full","pubTime":"2025-09-15 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TOF高低温测试软件V1.0.0.5》、《OCS光引擎定标软件V1.0.0.1》等。今年以来光迅科技新注册软件著作权14个，较去年同期增加了600%。通过天眼查大数据分析，武汉光迅科技股份有限公司共对外投资了8家企业，参与招投标项目2248次；财产线索方面有商标信息7条，专利信息1776条，著作权信息110条；此外企业还拥有行政许可93个。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025091500000628.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","BK0188","BK0028","BK0167","SGXZ81163826.USD","002281","BK0123","BK0148","BK0197","BK0214","BK0122","BK0164","BK0010","BK0198","BK0143"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1765487650290,"stockEarnings":[{"period":"1week","weight":0.0925},{"period":"1month","weight":0.1274},{"period":"3month","weight":0.0184},{"period":"6month","weight":0.5325},{"period":"1year","weight":0.5674},{"period":"ytd","weight":0.2793}],"compareEarnings":[{"period":"1week","weight":-0.0006},{"period":"1month","weight":-0.0323},{"period":"3month","weight":0.0007},{"period":"6month","weight":0.147},{"period":"1year","weight":0.1284},{"period":"ytd","weight":0.1556}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"武汉光迅科技股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"147307人(较上一季度增加13.14%)","perCapita":"5291股","listingDate":"2009-08-21","address":"湖北省武汉市江夏区东湖新技术开发区流苏南路1号","registeredCapital":"80667万元","survey":" 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