002273 水晶光电
已收盘 08-03 15:00:00
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研报掘金丨东方证券:维持水晶光电“买入”评级,AI光学打开成长空间
格隆汇 · 07-29
研报掘金丨东方证券:维持水晶光电“买入”评级,AI光学打开成长空间
水晶光电涨10.02%,开源证券二个月前给出“买入”评级
证券之星 · 07-21
水晶光电涨10.02%,开源证券二个月前给出“买入”评级
水晶光电涨5.39%,开源证券二个月前给出“买入”评级
证券之星 · 07-14
水晶光电涨5.39%,开源证券二个月前给出“买入”评级
水晶光电获得实用新型专利授权:“一种扭簧安装工具”
证券之星 · 07-14
水晶光电获得实用新型专利授权:“一种扭簧安装工具”
000725、300323、002273,火了!超200家机构调研
市场资讯 · 07-04
000725、300323、002273,火了!超200家机构调研
同一晚,超百家A股公司紧急公告,包含半导体、电子材料等热门赛道企业
半导体投资联盟 · 07-03
同一晚,超百家A股公司紧急公告,包含半导体、电子材料等热门赛道企业
水晶光电(002273)披露股票交易异常波动公告,7月2日股价下跌0.03%
证券之星 · 07-02
水晶光电(002273)披露股票交易异常波动公告,7月2日股价下跌0.03%
7月2日水晶光电(002273)龙虎榜数据:机构净卖出5.2亿元(3日),北向资金净买入1.0亿元(3日)
证券之星 · 07-02
7月2日水晶光电(002273)龙虎榜数据:机构净卖出5.2亿元(3日),北向资金净买入1.0亿元(3日)
水晶光电:光存储业务现阶段正处于量产前验证环节,2025年度至今暂未实现销售收入
格隆汇 · 07-02
水晶光电:光存储业务现阶段正处于量产前验证环节,2025年度至今暂未实现销售收入
【机构调研记录】交银施罗德基金调研水晶光电、中邮科技等3只个股(附名单)
证券之星 · 07-01
【机构调研记录】交银施罗德基金调研水晶光电、中邮科技等3只个股(附名单)
【私募调研记录】优波资本调研水晶光电
证券之星 · 07-01
【私募调研记录】优波资本调研水晶光电
水晶光电:目前公司对韩系和安卓客户均以通用三角棱镜出货为主
证券日报网 · 06-30
水晶光电:目前公司对韩系和安卓客户均以通用三角棱镜出货为主
水晶光电:预计2026年、2027年能够拉动公司业绩增长的核心驱动力仍主要为北美大客户业务
证券日报网 · 06-30
水晶光电:预计2026年、2027年能够拉动公司业绩增长的核心驱动力仍主要为北美大客户业务
水晶光电涨10.02%,开源证券二个月前给出“买入”评级
证券之星 · 06-30
水晶光电涨10.02%,开源证券二个月前给出“买入”评级
水晶光电回应北美大客户涨价影响 称订单及价格均未出现重大变化
格隆汇 · 06-30
水晶光电回应北美大客户涨价影响 称订单及价格均未出现重大变化
异动快报:水晶光电(002273)6月29日10点21分触及跌停板
证券之星 · 06-29
异动快报:水晶光电(002273)6月29日10点21分触及跌停板
水晶光电:光通信行业在AI算力驱动下上游光学元件供需偏紧
证券之星 · 06-25
水晶光电:光通信行业在AI算力驱动下上游光学元件供需偏紧
水晶光电(002273)新增【玻璃基板】概念
证券之星 · 06-25
水晶光电(002273)新增【玻璃基板】概念
水晶光电:公司坚持全球化与客户多元化,积极防范地缘风险,保障业务平稳运营
证券日报 · 06-25
水晶光电:公司坚持全球化与客户多元化,积极防范地缘风险,保障业务平稳运营
水晶光电:公司为智能手机终端客户供应光学元器件
证券之星 · 06-25
水晶光电:公司为智能手机终端客户供应光学元器件
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公司概况
公司名称:
浙江水晶光电科技股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2008-09-19
主营业务:
浙江水晶光电科技股份有限公司的主营业务是精密薄膜光学元器件、半导体光学元组件、汽车电子AR+组件、薄膜光学面板、反光材料等的研发、制造、销售。公司的主要产品是精密薄膜光学元器件、半导体光学元组件、汽车电子AR+组件、薄膜光学面板、反光制品。
发行价格:
15.29
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16:47","pubTimestamp":1784623632,"startTime":"0","endTime":"0","summary":"今日水晶光电涨10.02%,收盘报27.56元。2026年4月23日,开源证券研究员陈蓉芳,张威震发布了对水晶光电的研报《公司信息更新报告:业绩稳健增长,重塑三大成长曲线,AI光学蓄力启航》,该研报对水晶光电给出“买入”评级。研报中预计2026/2027/2028年归母净利润为14.09/17.31/20.16亿元,当前股价对应PE为32.6/26.6/22.8倍,维持“买入”评级。水晶光电个股概况:以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","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/RB2026072100030838.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":["002273","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651173795","title":"水晶光电涨5.39%,开源证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2651173795","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651173795?lang=zh_cn&edition=full","pubTime":"2026-07-14 16:26","pubTimestamp":1784017580,"startTime":"0","endTime":"0","summary":"今日水晶光电涨5.39%,收盘报31.26元。2026年4月23日,开源证券研究员陈蓉芳,张威震发布了对水晶光电的研报《公司信息更新报告:业绩稳健增长,重塑三大成长曲线,AI光学蓄力启航》,该研报对水晶光电给出“买入”评级。研报中预计2026/2027/2028年归母净利润为14.09/17.31/20.16亿元,当前股价对应PE为32.6/26.6/22.8倍,维持“买入”评级。水晶光电个股概况:以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","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/RB2026071400030528.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":["161027","002273"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651141866","title":"水晶光电获得实用新型专利授权:“一种扭簧安装工具”","url":"https://stock-news.laohu8.com/highlight/detail?id=2651141866","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651141866?lang=zh_cn&edition=full","pubTime":"2026-07-14 03:42","pubTimestamp":1783971737,"startTime":"0","endTime":"0","summary":"证券之星消息,根据天眼查APP数据显示水晶光电新获得一项实用新型专利授权,专利名为“一种扭簧安装工具”,专利申请号为CN202521255612.5,授权日为2026年7月14日。今年以来水晶光电新获得专利授权19个,较去年同期增加了5.56%。","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/RB2026071400004644.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":["BK0070","BK0198","002273","BK0109","BK0028","BK0072","BK0214","BK0201","BK0077","BK0188","BK0064","BK0197","BK0108"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648348691","title":"000725、300323、002273,火了!超200家机构调研","url":"https://stock-news.laohu8.com/highlight/detail?id=2648348691","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648348691?lang=zh_cn&edition=full","pubTime":"2026-07-04 22:27","pubTimestamp":1783175220,"startTime":"0","endTime":"0","summary":" 最新一周的机构调研情况出炉。 Wind数据显示,最新一周,共有187家上市公司接待机构调研。截至7月3日收盘,该股总市值为3079亿元。 此外,华灿光电、水晶光电在最近一周也获得超200家机构调研,万润股份、新广益、理工导航均获得超50家机构调研。目前很多价值类的标的估值已经回到2024年年初甚至2023年年底的水平,也坚定了价值投资类管理人对于市场后续风格切换、标的价值回归的信心。","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/wm/2026-07-04/doc-inifscxt9974277.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":"sina","symbols":["BK0028","BK0064","BK0152","300323","BK0102","BK0214","LU1508157978.USD","LU1580142542.USD","BK0070","LU1979443071.USD","BK0196","BK0108","BK0141","BK0072","BK0188","002273","BK0198","BK0185","BK0197","LU1808992512.USD","000725","BK0109","LU1655091616.SGD","LU1781817850.SGD","LU2663582299.SGD","BK0183","BK0077","LU1934453819.USD","BK0201"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2648694826","title":"同一晚,超百家A股公司紧急公告,包含半导体、电子材料等热门赛道企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2648694826","media":"半导体投资联盟","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648694826?lang=zh_cn&edition=full","pubTime":"2026-07-03 20:53","pubTimestamp":1783083180,"startTime":"0","endTime":"0","summary":"7月2日晚间,合计102家A股上市公司集中披露股票交易异常波动、投资风险提示公告,其中包含多家半导体、电子材料等热门赛道企业,公司集中向投资者提示热点题材炒作带来的股价波动风险。多家企业在公告中明确回应市场热点题材,就六氟化钨、液晶面板光刻胶、半导体设备、硅基材料等热门概念澄清业务进展,提示相关业务短期业绩贡献有限,股价涨幅已脱离公司基本面。","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://finance.sina.com.cn/stock/relnews/cn/2026-07-03/doc-inifpusq5611834.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":["BK0155","688432","BK0138","BK0139","605055","BK0077","BK0153","688216","BK0198","BK0201","BK0152","BK0028","BK0061","002273","BK0109","BK0233","BK0188","002971","BK0251","BK0182","562590","BK0064","BK0229","BK0035","688689","603203","BK0108","002167","BK0186","002326","BK0070","BK0072","603078","BK0214","BK0247","000536","BK0197","BK0065"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648368304","title":"水晶光电(002273)披露股票交易异常波动公告,7月2日股价下跌0.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648368304","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648368304?lang=zh_cn&edition=full","pubTime":"2026-07-02 22:09","pubTimestamp":1783001356,"startTime":"0","endTime":"0","summary":"截至2026年7月2日收盘,水晶光电报收于39.02元,较前一交易日下跌0.03%,最新总市值为542.62亿元。该股当日开盘40.0元,最高42.18元,最低38.23元,成交额达105.13亿元,换手率为19.08%。近日,水晶光电发布《股票交易异常波动公告》。公告显示,公司A股股票在2026年6月30日至7月2日连续三个交易日内日收盘价涨幅偏离值累计超过20%,构成股票交易异常波动。公司董事会确认不存在应披露而未披露的重大事项。","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/RB2026070200041846.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":["BK0197","BK0188","BK0028","BK0072","BK0077","BK0108","BK0109","BK0070","BK0198","BK0201","BK0214","BK0064","002273"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648807506","title":"7月2日水晶光电(002273)龙虎榜数据:机构净卖出5.2亿元(3日),北向资金净买入1.0亿元(3日)","url":"https://stock-news.laohu8.com/highlight/detail?id=2648807506","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648807506?lang=zh_cn&edition=full","pubTime":"2026-07-02 17:40","pubTimestamp":1782985207,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2026年7月2日公布的交易公开信息显示,水晶光电因连续三个交易日内,涨幅偏离值累计达到20%的证券登上龙虎榜。此次是近5个交易日内第2次上榜。截至2026年7月2日收盘,水晶光电报收于39.02元,下跌0.03%,换手率19.08%,成交量259.84万手,成交额105.13亿元。从龙虎榜公布的三日买卖数据来看,机构合计净卖出5.2亿元,北向资金合计净买入1.0亿元。","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/RB2026070200029735.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":["BK0188","BK0109","BK0064","002273","BK0070","BK0108","BK0198","BK0072","BK0028","BK0201","BK0077","BK0197","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648505975","title":"水晶光电:光存储业务现阶段正处于量产前验证环节,2025年度至今暂未实现销售收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2648505975","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648505975?lang=zh_cn&edition=full","pubTime":"2026-07-02 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调研纪要:截至目前,公司基本面未因大客户调价事项受到明显影响,订单及价格层面均未出现重大变化。TLVR电感已于2025年批量出货,2026年出货量预计将大幅增加。","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/RB2026070100009372.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":["BK0188","BK0064","688648","BK0108","BK0109","BK0259","BK0028","BK0201","BK0197","BK0077","BK0198","BK0070","BK0072","002273","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648359366","title":"【私募调研记录】优波资本调研水晶光电","url":"https://stock-news.laohu8.com/highlight/detail?id=2648359366","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648359366?lang=zh_cn&edition=full","pubTime":"2026-07-01 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调研纪要:截至目前,公司基本面未因大客户调价事项受到明显影响,订单及价格层面均未出现重大变化。优波资本的核心管理团队成员在商业管理、股权投资、境内外证券市场投资等领域均拥有十年以上丰富经验,并取得了良好业绩。","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://fund.stockstar.com/RB2026070100009363.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":["BK0077","BK0028","BK0064","BK0201","BK0198","BK0109","BK0070","002273","BK0108","BK0188","BK0072","BK0214","BK0197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647885553","title":"水晶光电:目前公司对韩系和安卓客户均以通用三角棱镜出货为主","url":"https://stock-news.laohu8.com/highlight/detail?id=2647885553","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647885553?lang=zh_cn&edition=full","pubTime":"2026-06-30 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16:00","pubTimestamp":1782374445,"startTime":"0","endTime":"0","summary":"证券之星消息,水晶光电(002273)06月25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:目前各大品牌的旗舰款手机重量一般都在210克左右,其中导致重量增加的因素之一是来自镜头光学模组。请问公司在镜头光学模组轻量化领域有什么布局研发吗?未来手机减重,镜头光学模组是否可以起到关键作用?水晶光电回复:尊敬的投资者您好,公司为智能手机终端客户供应光学元器件,镜头模组轻量化主要取决于终端客户的设计规划。我们会积极响应客户需求,配合开展相关产品开发。感谢您的关注!本文数据来源于深圳证券交易所互动易,仅供参考不构成投资建议。责任编辑:刘浩然","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/RB2026062500026560.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":["BK0028","002273","BK0188","BK0109","BK0108","BK0198","BK0072","BK0064","BK0077","BK0214","BK0070","BK0201","BK0197"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1785751254993,"stockEarnings":[{"period":"1week","weight":-0.0753},{"period":"1month","weight":-0.352},{"period":"3month","weight":-0.2295},{"period":"6month","weight":0.067},{"period":"1year","weight":0.2212},{"period":"ytd","weight":0.0122}],"compareEarnings":[{"period":"1week","weight":0.0047},{"period":"1month","weight":-0.0681},{"period":"3month","weight":-0.0681},{"period":"6month","weight":-0.0694},{"period":"1year","weight":0.0725},{"period":"ytd","weight":-0.0344}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"浙江水晶光电科技股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"113819人(较上一季度减少5.70%)","perCapita":"11967股","listingDate":"2008-09-19","address":"浙江省台州市椒江区星星电子产业园区A5号","registeredCapital":"139063万元","survey":" 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