七月以来机构调研聚焦光通信赛道新易盛、中际旭创成“流量担当”

大众证券报2025-07-24

2025年7月，A股进入中报季，机构调研热点聚焦光通信赛道，新易盛、中际旭创成“流量担当”，均获超100家机构扎堆调研。对此，开源证券分析师韦冀星表示：“机构调研是资本市场信息传递和价值挖掘的重要环节。对于专业机构而言，是深度研究、投资决策的关键步骤。相较财务信息，机构调研具备披露及时、信息多维且深入等优势。”7月以来机构调研总量较6月同期下降约20%，但光通信板块逆势升温。Wind资讯显示，截至...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2553786428?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-24 22:15","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2553786428","market":"sh","top_or_hot":-1,"title":"七月以来机构调研聚焦光通信赛道 新易盛、中际旭创成“流量担当”","media":"大众证券报","content":"<div>\n<p>2025年7月，A股进入中报季，机构调研热点聚焦光通信赛道，新易盛、中际旭创成“流量担当”，均获超100家机构扎堆调研。对此，开源证券分析师韦冀星表示：“机构调研是资本市场信息传递和价值挖掘的重要环节。对于专业机构而言，是深度研究、投资决策的关键步骤。相较财务信息，机构调研具备披露及时、信息多维且深入等优势。”7月以来机构调研总量较6月同期下降约20%，但光通信板块逆势升温。Wind资讯显示，截至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724221747971c3ad9&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>七月以来机构调研聚焦光通信赛道 新易盛、中际旭创成“流量担当”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n七月以来机构调研聚焦光通信赛道 新易盛、中际旭创成“流量担当”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-24 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724221747971c3ad9&s=b><strong>大众证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年7月，A股进入中报季，机构调研热点聚焦光通信赛道，新易盛、中际旭创成“流量担当”，均获超100家机构扎堆调研。对此，开源证券分析师韦冀星表示：“机构调研是资本市场信息传递和价值挖掘的重要环节。对于专业机构而言，是深度研究、投资决策的关键步骤。相较财务信息，机构调研具备披露及时、信息多维且深入等优势。”7月以来机构调研总量较6月同期下降约20%，但光通信板块逆势升温。Wind资讯显示，截至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724221747971c3ad9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"688626","symbol_name":"翔宇医疗","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724221747971c3ad9&s=b","article_id":"2553786428","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724221747971c3ad9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2553786428","pubTimestamp":1753366500,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"2025年7月，A股进入中报季，机构调研热点聚焦光通信赛道，新易盛、中际旭创成“流量担当”，均获超100家机构扎堆调研。7月以来机构调研总量较6月同期下降约20%，但光通信板块逆势升温。另一家光模块公司中际旭创在本周接受130家机构调研，根据公司近期披露的业绩预告，2025年上半年，中际旭创预计实现归母净利润36亿元至44亿元，同比增长52.64%至86.57%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300308":"中际旭创","300502":"新易盛","600745":"*ST闻泰","688018":"乐鑫科技","688567":"孚能科技","688626":"翔宇医疗","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK0077":"质押式回购","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK0028":"国家队","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","BK0132":"高送转概念","BK0148":"宽带提速","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0231":"软件信息","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","BK0070":"员工持股","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","BK0167":"5G","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","BK0214":"IT设备","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC"},"translate_title":"Since July, institutional research has focused on the optical communication track. Xinyisheng and Zhongji InnoLight have become \"traffic responsible\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1,"300502":1,"600745":0.9,"688018":0.9,"688567":0.9,"688626":0.9},"content_text":"2025年7月，A股进入中报季，机构调研热点聚焦光通信赛道，新易盛、中际旭创成“流量担当”，均获超100家机构扎堆调研。对此，开源证券分析师韦冀星表示：“机构调研是资本市场信息传递和价值挖掘的重要环节。对于专业机构而言，是深度研究、投资决策的关键步骤。相较财务信息，机构调研具备披露及时、信息多维且深入等优势。”7月以来机构调研总量较6月同期下降约20%，但光通信板块逆势升温。Wind资讯显示，截至7月23日，新易盛(139家调研)、中际旭创(130家调研)、新时达(95家调研)位列机构调研量前三，其中，新易盛、中际旭创均属光模块领域，凸显机构对该领域的深度聚焦。另外，翔宇医疗、聚光科技、乐鑫科技、豪鹏科技、孚能科技、闻泰科技、涛涛车业被调研的机构数量紧随其后，分别获得95家、92家、91家、85家、84家、83家、82家机构调研。《大众证券报》记者注意到，业绩预增标的成机构调研的“香饽饽”。光模块重点公司新易盛2025年中报业绩预告显示，公司预计上半年实现净利润为37亿元至42亿元，同比增长327.68%至385.47%。从新易盛经营情况来看，公司当前在产能端做了充分准备，泰国一期工厂已经在2023年上半年建成投产，二期工厂在2024年建成并在2025年初投产，当前仍处于产能扩充状态。另一家光模块公司中际旭创在本周接受130家机构调研，根据公司近期披露的业绩预告，2025年上半年，中际旭创预计实现归母净利润36亿元至44亿元，同比增长52.64%至86.57%。该公司表示，得益于终端客户对算力基础设施的持续建设、资本开支强劲增长，800G等高端光模块销售大幅增加。业内人士认为，在AI算力需求爆发、光模块技术迭代加速的背景下，光通信板块成为机构布局的核心方向，头部企业凭借业绩高增与技术优势成资金“宠儿”。“7月可以重点挖掘中报预增超预期的标的。”华泰证券一资深投顾24日向记者表示，“7月机构调研数据揭示两大趋势：一是光通信赛道因AI算力需求爆发持续获资金加仓;二是中报行情下，业绩超预期标的成机构调仓重点。投资者可借道行业ETF或精选个股，把握科技成长与业绩反转的双重红利，但需警惕市场风格切换带来的短期波动风险。”记者 张曌","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2553786428","isCrawlerRequest":true}

七月以来机构调研聚焦光通信赛道 新易盛、中际旭创成“流量担当”

精彩评论

七月以来机构调研聚焦光通信赛道新易盛、中际旭创成“流量担当”