301421 波长光电
交易中 06-24 11:24:48
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【机构调研记录】中邮证券调研波长光电、艾为电子
证券之星 · 06-23 08:14
【机构调研记录】中邮证券调研波长光电、艾为电子
波长光电：半导体及泛半导体业务是公司发展的战略重点
证券日报网 · 06-22 18:38
波长光电：半导体及泛半导体业务是公司发展的战略重点
6月22日波长光电跌13.21%，南方半导体产业股票发起A基金重仓该股
证券之星 · 06-22 16:52
6月22日波长光电跌13.21%，南方半导体产业股票发起A基金重仓该股
波长光电：宝盈基金、信达澳亚基金等多家机构于6月21日调研我司
证券之星 · 06-22 11:30
波长光电：宝盈基金、信达澳亚基金等多家机构于6月21日调研我司
【私募调研记录】亘曦资产调研波长光电、晶升股份
证券之星 · 06-19
【私募调研记录】亘曦资产调研波长光电、晶升股份
波长光电：银华基金、亘曦资产等多家机构于6月17日调研我司
证券之星 · 06-18
波长光电：银华基金、亘曦资产等多家机构于6月17日调研我司
波长光电最新公告：董事长黄胜弟收到取保候审决定书
证券之星 · 06-18
波长光电最新公告：董事长黄胜弟收到取保候审决定书
波长光电董事长黄胜弟取保候审
美股速递 · 06-18
波长光电董事长黄胜弟取保候审
波长光电：上述产品经下游设备厂家集成后可应用于上述领域
证券之星 · 06-18
波长光电：上述产品经下游设备厂家集成后可应用于上述领域
波长光电：玻璃模压非球面透镜主要用于消费终端产品
证券之星 · 06-18
波长光电：玻璃模压非球面透镜主要用于消费终端产品
波长光电：适用于高密度柔性小型化PCB精密激光微加工镜头成功为客户实现进口替代
证券之星 · 06-18
波长光电：适用于高密度柔性小型化PCB精密激光微加工镜头成功为客户实现进口替代
6月17日波长光电涨5.42%，南方半导体产业股票发起A基金重仓该股
证券之星 · 06-17
6月17日波长光电涨5.42%，南方半导体产业股票发起A基金重仓该股
中邮证券：给予波长光电增持评级
证券之星 · 06-11
中邮证券：给予波长光电增持评级
波长光电：部分视觉镜头可以运用于机器人
证券之星 · 06-10
波长光电：部分视觉镜头可以运用于机器人
波长光电：扩束镜、准直镜、聚焦镜、反射镜、光束整形器等光学元件和组件主要用于激光器外光路的光束扩束、准直、聚焦等场景
证券之星 · 06-05
波长光电：扩束镜、准直镜、聚焦镜、反射镜、光束整形器等光学元件和组件主要用于激光器外光路的光束扩束、准直、聚焦等场景
5月29日波长光电跌11.82%，南方半导体产业股票发起A基金重仓该股
证券之星 · 05-29
5月29日波长光电跌11.82%，南方半导体产业股票发起A基金重仓该股
5月27日波长光电跌9.38%，南方半导体产业股票发起A基金重仓该股
证券之星 · 05-27
5月27日波长光电跌9.38%，南方半导体产业股票发起A基金重仓该股
5月26日波长光电跌9.79%，南方半导体产业股票发起A基金重仓该股
证券之星 · 05-26
5月26日波长光电跌9.79%，南方半导体产业股票发起A基金重仓该股
波长光电：博时基金、国金证券等多家机构于5月22日调研我司
证券之星 · 05-26
波长光电：博时基金、国金证券等多家机构于5月22日调研我司
5月22日波长光电涨10.02%，南方半导体产业股票发起A基金重仓该股
证券之星 · 05-22
5月22日波长光电涨10.02%，南方半导体产业股票发起A基金重仓该股
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公司概况
公司名称：
南京波长光电科技股份有限公司
所属行业：
仪器仪表制造业
上市日期：
2023-08-23
主营业务：
南京波长光电科技股份有限公司的主营业务是精密光学元件与组件的研发、生产和销售，提供各类光学设备、光学设计以及光学检测的整体解决方案。公司的主要产品是光学元件、光学组件、光学系统方案、检测设计工具。
发行价格：
29.38
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调研纪要：一季度消费电子受存储短缺影响，公司通过优化产品矩阵保持份额稳定，海外业务快速增长。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":"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/RB2026062300006844.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":["301421","BK0225","BK0214","161027","688798"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645293230","title":"波长光电：半导体及泛半导体业务是公司发展的战略重点","url":"https://stock-news.laohu8.com/highlight/detail?id=2645293230","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645293230?lang=zh_cn&edition=full","pubTime":"2026-06-22 18:38","pubTimestamp":1782124680,"startTime":"0","endTime":"0","summary":"泛半导体业务方面，适用于PCB制造领域的精密激光微加工镜头是公司PCB业务领域的拳头产品，该产品成功为客户实现进口替代，已成为公司激光光学业务核心增长引擎。为应对在AI技术驱动下PCB行业的转型升级需求，公司持续配合客户开发新产品，其中适配超快激光光源的光学产品已得到客户验证，2026年有望带来一定增量。结合目前在手订单、发货情况及下游客户预期情况来看，如进展顺利，公司预计2026年应用于PCB领域的业务占比将得到进一步提升。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-06-22/doc-iniehscr7026792.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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16:52","pubTimestamp":1782118374,"startTime":"0","endTime":"0","summary":"证券之星消息，6月22日波长光电跌13.21%，收盘报87.75元，换手率27.88%，成交量12.91万手，成交额11.39亿元。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共2家，其中持有数量最多的公募基金为南方基金的南方半导体产业股票发起A。","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/RB2026062200024042.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":["BK0225","159582","301421"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645504819","title":"波长光电：宝盈基金、信达澳亚基金等多家机构于6月21日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2645504819","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645504819?lang=zh_cn&edition=full","pubTime":"2026-06-22 11:30","pubTimestamp":1782099040,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月22日波长光电发布公告称宝盈基金、信达澳亚基金、光大永明资产、中邮证券、招商信诺资管、诺安基金、中金基金、博时基金、国新证券、鹏安基金、长城基金、天弘基金于2026年6月21日调研我司。由于公司暂未获悉本案件具体涉案金额及案件材料，暂无法判断其对公司财务报表的具体影响。根据公开信息，金属锗近期市场价格已高于公司战略储备平均采购成本。","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/RB2026062200012310.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":["BK0225","301421"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644032131","title":"【私募调研记录】亘曦资产调研波长光电、晶升股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2644032131","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644032131?lang=zh_cn&edition=full","pubTime":"2026-06-19 08:01","pubTimestamp":1781827274,"startTime":"0","endTime":"0","summary":"2）晶升股份 调研纪要：12英寸碳化硅现阶段主要两个方向一是R眼镜，行业仍在培育终端消费使用习惯并拓展更多应用场景，暂未实现大规模量产；二是先进封装的散热领域，目前处于小批量测试阶段，同样暂未实现放量。半导体级单晶硅炉交付周期约6-8个月，碳化硅单晶炉交付周期约为3-5个月。","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://fund.stockstar.com/RB2026061900004847.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":["301421","688478","BK0225","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644085636","title":"波长光电：银华基金、亘曦资产等多家机构于6月17日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2644085636","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644085636?lang=zh_cn&edition=full","pubTime":"2026-06-18 20:31","pubTimestamp":1781785888,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月18日波长光电发布公告称银华基金、亘曦资产、兴银基金、中信建投、诺安基金、南土资产、中银三星人寿、宏道投资、国泰基金、太平基金、华能贵诚信托、北京泰舜资产于2026年6月17日调研我司。结合目前在手订单、发货情况及下游客户预期情况来看，如进展顺利，公司预计2026年应用于PCB领域的业务占比将得到进一步提升。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":"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/RB2026061800039717.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":["301421","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644970202","title":"波长光电最新公告：董事长黄胜弟收到取保候审决定书","url":"https://stock-news.laohu8.com/highlight/detail?id=2644970202","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644970202?lang=zh_cn&edition=full","pubTime":"2026-06-18 18:31","pubTimestamp":1781778686,"startTime":"0","endTime":"0","summary":"波长光电(301421.SZ)公告称，公司董事长黄胜弟收到上海海关缉私局出具的《取保候审决定书》，决定对其取保候审，期限自2026年6月17日起算。该事项与公司伪报货物材质出口部分产品有关，此类业务占公司年度营收比例有限，不构成财务报表主要组成部分，预计不影响公司持续经营能力。目前黄胜弟能正常履职，公司生产经营正常。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":"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/RB2026061800033162.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":["BK0225","301421"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116614195","title":"波长光电董事长黄胜弟取保候审","url":"https://stock-news.laohu8.com/highlight/detail?id=1116614195","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1116614195?lang=zh_cn&edition=full","pubTime":"2026-06-18 18:31","pubTimestamp":1781778678,"startTime":"0","endTime":"0","summary":"波长光电发布公告称，公司董事长黄胜弟已被依法采取取保候审措施。目前，公司生产经营活动一切正常，管理团队稳定，各项业务有序开展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["BK0225","301421"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644733707","title":"波长光电：上述产品经下游设备厂家集成后可应用于上述领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2644733707","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644733707?lang=zh_cn&edition=full","pubTime":"2026-06-18 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