601231 环旭电子
已收盘 10-20 15:00:00
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股市必读：环旭电子新发布《关于2026年员工持股计划实施进展的公告》
证券之星 · 10-12
股市必读：环旭电子新发布《关于2026年员工持股计划实施进展的公告》
环旭电子（601231）披露2026年9月营业收入简报，10月09日股价下跌1.91%
证券之星 · 10-09
环旭电子（601231）披露2026年9月营业收入简报，10月09日股价下跌1.91%
环旭电子(601231.SH)：9月合并营业收入74.87亿元 同比增加25.64%
智通财经 · 10-09
环旭电子(601231.SH)：9月合并营业收入74.87亿元 同比增加25.64%
9月28日环旭电子跌6.99%，华商甄选回报混合A基金重仓该股
证券之星 · 09-28
9月28日环旭电子跌6.99%，华商甄选回报混合A基金重仓该股
苹果发布会点燃两条链！环旭电子逆市涨停，领益智造直线拉升，华宝基金电子ETF（515260）果链含量30%
新浪基金 · 09-10
苹果发布会点燃两条链！环旭电子逆市涨停，领益智造直线拉升，华宝基金电子ETF（515260）果链含量30%
9月10日环旭电子涨10.01%，华商甄选回报混合A基金重仓该股
证券之星 · 09-10
9月10日环旭电子涨10.01%，华商甄选回报混合A基金重仓该股
环旭电子(601231.SH)：8月合并营业收入65.09亿元 同比增长17.12%
智通财经 · 09-08
环旭电子(601231.SH)：8月合并营业收入65.09亿元 同比增长17.12%
9月7日环旭电子涨5.14%，华商甄选回报混合A基金重仓该股
证券之星 · 09-07
9月7日环旭电子涨5.14%，华商甄选回报混合A基金重仓该股
环旭电子（601231）2026年中报简析：营收净利润同比双双增长，公司应收账款体量较大
证券之星 · 08-28
环旭电子（601231）2026年中报简析：营收净利润同比双双增长，公司应收账款体量较大
环旭电子(601231)6月30日股东户数9.77万户，较上期增加74.91%
证券之星 · 08-27
环旭电子(601231)6月30日股东户数9.77万户，较上期增加74.91%
环旭电子：USI America Inc.（USI）是公司在美国的全资控股子公司
证券之星 · 08-27
环旭电子：USI America Inc.（USI）是公司在美国的全资控股子公司
环旭电子：1.6T硅光模块方案仍在方案优化中
证券之星 · 08-27
环旭电子：1.6T硅光模块方案仍在方案优化中
环旭电子：公司SiP业务长期服务于北美大客户的各类产品
证券之星 · 08-27
环旭电子：公司SiP业务长期服务于北美大客户的各类产品
环旭电子：计划在8月进行首次送样
证券之星 · 08-27
环旭电子：计划在8月进行首次送样
环旭电子：持续在AI数据中心领域重点发展
证券之星 · 08-27
环旭电子：持续在AI数据中心领域重点发展
环旭电子：公司上半年末存货相较于第一季度末有所增长
证券之星 · 08-27
环旭电子：公司上半年末存货相较于第一季度末有所增长
环旭电子：成都光创联业务主要包括数据中心、高速电信和工业光电三大产品线
证券之星 · 08-27
环旭电子：成都光创联业务主要包括数据中心、高速电信和工业光电三大产品线
环旭电子：公司今年光通信的业务主要聚焦在800G产品从光引擎到光模块的代工业务规模化量产交付
证券之星 · 08-27
环旭电子：公司今年光通信的业务主要聚焦在800G产品从光引擎到光模块的代工业务规模化量产交付
环旭电子：公司长期重视市值管理工作
证券之星 · 08-27
环旭电子：公司长期重视市值管理工作
环旭电子：公司目前生产经营正常，不存在应披露而未披露的重大信息
证券之星 · 08-27
环旭电子：公司目前生产经营正常，不存在应披露而未披露的重大信息
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公司概况
公司名称：
环旭电子股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2012-02-20
主营业务：
环旭电子股份有限公司的主营业务是全球电子制造设计，通过为品牌客户提供更有附加值的设计制造及相关服务，参与产品的应用型解决方案，提升产品制造及整体服务的附加值。公司的主要产品是无线通讯类产品、消费电子产品、工业类产品、云端及存储类产品、汽车电子类产品、医疗电子产品。
发行价格：
7.60
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01:28","pubTimestamp":1791739691,"startTime":"0","endTime":"0","summary":"公司公告汇总关于2026年员工持股计划实施进展的公告截至2026年10月10日，2026年员工持股计划尚未进行回购账户的股票受让或从二级市场购买公司股票；公司正在推进证券交易账户开立及委托信托机构设立信托计划。","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/RB2026101200000468.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601231","LU2580892862.HKD","BK0109","BK0196","BK0028","BK0012","BK0187","LU2580892789.USD","BK0020","BK0188","BK0214","BK0072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674588850","title":"环旭电子（601231）披露2026年9月营业收入简报，10月09日股价下跌1.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674588850","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674588850?lang=zh_cn&edition=full","pubTime":"2026-10-09 22:14","pubTimestamp":1791555242,"startTime":"0","endTime":"0","summary":"截至2026年10月9日收盘，环旭电子报收于22.63元，较前一交易日下跌1.91%，最新总市值为540.62亿元。该股当日开盘22.74元，最高22.78元，最低21.72元，成交额达4.55亿元，换手率为0.85%。近日，环旭电子发布《2026年9月营业收入简报》。公告显示，公司2026年9月合并营业收入为7,486,695,206.18元，较去年同期增长25.64%，较2026年8月环比增长15.03%。2026年1月至9月累计合并营业收入为46,880,381,827.08元，同比增长7.42%。2026年第三季度合并营业收入为19,544,015,785.02元，同比增长18.97%，环比增长39.73%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026100900038176.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":["601231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674834748","title":"环旭电子(601231.SH)：9月合并营业收入74.87亿元 同比增加25.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674834748","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674834748?lang=zh_cn&edition=full","pubTime":"2026-10-09 16:25","pubTimestamp":1791534333,"startTime":"0","endTime":"0","summary":"智通财经APP讯，环旭电子(601231.SH)发布公告，公司2026年9月合并营业收入为人民币74.87亿元，较去年同期的合并营业收入增加25.64%，较2026年8月合并营业收入环比增加15.03%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1505178.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"环旭电子(601231.SH)：9月合并营业收入74.87亿元 同比增加25.64%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670828062","title":"9月28日环旭电子跌6.99%，华商甄选回报混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2670828062","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670828062?lang=zh_cn&edition=full","pubTime":"2026-09-28 16:38","pubTimestamp":1790584685,"startTime":"0","endTime":"0","summary":"证券之星消息，9月28日环旭电子跌6.99%，收盘报23.67元，换手率1.38%，成交量32.93万手，成交额7.89亿元。重仓环旭电子的前十大公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级2家；过去90天内机构目标均价为38.46。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共30家，其中持有数量最多的公募基金为华商基金的华商甄选回报混合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/RB2026092800021441.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":["BK0187","BK0188","601231","BK0196","BK0214","LU2580892862.HKD","BK0028","BK0072","BK0012","BK0109","LU2580892789.USD","BK0020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666560069","title":"苹果发布会点燃两条链！环旭电子逆市涨停，领益智造直线拉升，华宝基金电子ETF（515260）果链含量30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666560069","media":"新浪基金","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666560069?lang=zh_cn&edition=full","pubTime":"2026-09-10 19:22","pubTimestamp":1789039320,"startTime":"0","endTime":"0","summary":"今日市场盘整，A股主要指数悉数收绿，果链含量30%的——电子ETF华宝标的指数随市回调，盘中摸高0.44%，收跌0.78%。成份股表现不乏亮点，CPO概念股环旭电子涨停，“折叠果链”龙头领益智造早盘直线拉升涨超8.5%，收盘仍涨逾3%，PCB龙头深南电路、半导体设备龙头长川科技涨逾2%。图：电子ETF华宝成份股涨幅TOP10消息面上，北京时间今日凌晨，苹果举行了秋季新品发布会。","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/money/fund/etf/2026-09-10/doc-inirixkq5372335.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":"sina","symbols":["LU1778281490.HKD","LU2237443465.HKD","LU2065169927.USD","601231","BK4554","BK4515","TYLG","AAPY","LU1917777945.USD","BK0012","LU0965509101.SGD","LU0557290698.USD","LU0444973449.USD","LU0472753341.HKD","LU2999663052.SGD","LU0345768740.USD","HK0000819398.USD","LU1261432733.SGD","IE0034235303.USD","LU2063271972.USD","LU1235294995.USD","LU0738911758.USD","BK4559","BK4588","LU2506952097.USD","LU2430703095.HKD","01688","LU1645745479.HKD","LU2552382058.USD","GB00BDT5M118.USD","LU2543165471.USD","IE00B19Z8X17.USD","AAPU","LU1852331112.SGD","LU0072462426.USD","LU1267930490.SGD","LU0143551892.USD","LU0070217475.USD","LU2462591277.SGD","LU1116320901.HKD","BK4534","LU0354030438.USD","LU2065170008.USD","LU0511384066.AUD","LU0316494557.USD","SG9999014906.USD","LU2097344431.USD","LU0719512351.SGD","LU2417539215.USD","SG9999014567.USD","LU0823421416.USD","LU1202635105.USD","BK0084","IE000YTNTUN2.SGD","LU0203201768.USD","LU1064131342.USD","LU1496350171.SGD","IE0003U64NQ7.SGD","LU1366192091.USD","LU2505996509.AUD","SGXZ31699556.SGD","SG9999018857.SGD","CMAG","LU0965509010.AUD","LU2420271590.USD","LU0158827781.USD","LU2065171402.SGD","BK0028","LU1914381329.SGD","LU2357305700.SGD","LU0056508442.USD","LU0256863902.USD","LU1815333072.USD","LU0964807845.USD","SG9999002232.USD","LU1400636574.HKD","LU2463028550.USD","LU0985320562.USD","LU0353189680.USD","LU0070302665.USD","LU2746668974.SGD","BK0077","IE0004086264.USD","LU0127658192.USD","LU0466842654.USD","BK0109","LU1823568750.SGD","TTXU","IE00BLSP4239.USD","ABFL","IE00B1BXHZ80.USD","LU0238689110.USD","LU2250418816.HKD","LU2750360641.GBP","LU0689472784.USD","LU2191332357.HKD","LU0795875169.SGD","FTEC","IE00BJJMRY28.SGD","LU1242518931.SGD","AAPE","IE0004091025.USD","LU0203202063.USD","LU2125154935.USD","SG9999015986.USD","IE000Q6AESB8.SGD","LU0323591593.USD","IE00BSNM7G36.USD","BK0081","LU0640476718.USD","LU0661504455.SGD","LU1571399168.USD","LU0345768153.USD","LU1674673691.USD","LU1989772840.SGD","LU2487616109.SGD","LU1935043023.USD","IE00B3S45H60.SGD","BK4585","LU0683600562.USD","LU0868494617.USD","LU1280957306.USD","BK4170","LU0011850046.USD","LU0128525929.USD","IE00BKDWB100.SGD","LU0949170772.SGD","LU2047632596.USD","IE00B7KXQ091.USD","SPTE","LU1674673428.USD","LU0158827948.USD","LU1400636657.SGD","LU0689626769.HKD","IE00BMPRXN33.USD","LU1989771016.USD","LU0345770993.USD","LU2471134879.HKD","LU0133085943.USD","LU2264538146.SGD","LU1582986433.USD","BK0187","LU0417517546.SGD","HK0000306685.HKD","LU0784384876.USD","LU2089283258.USD","LU1366333091.USD","LU0724617625.USD","LU2430703178.SGD","LU1839511570.USD","LU0157215616.USD","IE00BDCRKT87.USD","LU2506951958.HKD","LU0109392836.USD","VT","IE00BFSS8Q28.SGD","LU0265550946.USD","LU0545039389.USD","LU1244550577.SGD","LU1718418525.SGD","BK4592","LU2054465674.USD","IE00B19Z9505.USD","LU0289739343.SGD","LU1206713676.USD","LU0868494708.USD","LU0079474960.USD","SG9999014575.USD","HK0000914660.USD","LU2133065610.SGD","LU0788109477.HKD","LU0912757837.SGD","LU2347655156.SGD","LU1642822529.SGD","IE000F7OJYX1.SGD","IE00BJTD4V19.USD","IE00B3SWFQ91.USD","SG9999015945.SGD","IE0004445015.USD","LU1935042488.USD","LU1316542783.SGD","LU0096364046.USD","LU1670756490.USD","LU2286300806.USD","LU0210528500.USD","LU0289961442.SGD","LU0979878070.USD","LU1582987597.SGD","LU0348723411.USD","LU1868837300.USD","LU2506952170.USD","LU2602419157.SGD","SAAPLmain","LU1066051811.HKD","LU2746668461.USD","SG9999001424.SGD","LU0097036916.USD","IE00BMPRXR70.SGD","IE00B4YYXB79.USD","LU2092627202.USD","LU1989764664.SGD","BK4553","AAPD","LU0211328371.USD","LU0784383803.USD","LU0174119429.USD","LU2360032135.SGD","IE0034235295.USD","LU2087625088.SGD","IE0005OL40V9.USD","IE0009356076.USD","LU0942090050.USD","LU1935043536.SGD","LU0234572021.USD","LU0210533765.USD","LU0708995401.HKD","LU1720051108.HKD","LU1267930730.SGD","AAPX","LU1074936037.SGD","LU0494093205.USD","LU0784385170.HKD","LU0251132253.USD","LU1232071149.USD","LU0345770308.USD","LU0795875086.SGD","LU2168564149.EUR","LU1144417596.USD","LU0053666078.USD","LU2237438978.USD","SG9999015952.SGD","LU1791710582.SGD","BK4579","IE00B5949003.HKD","LU0345769128.USD","LU1242518857.USD","LU0965509283.SGD","LU1244550494.USD","LU3102509885.SGD","LU1037948897.HKD","LU2456880835.USD","LU20892849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16:36","pubTimestamp":1789029398,"startTime":"0","endTime":"0","summary":"证券之星消息，9月10日环旭电子涨10.01%，收盘报27.92元，换手率1.59%，成交量37.94万手，成交额10.25亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共30家，其中持有数量最多的公募基金为华商基金的华商甄选回报混合A。","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/RB2026091000029159.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":["LU2580892862.HKD","BK0196","BK0012","601231","BK0072","BK0214","BK0109","LU2580892789.USD","BK0028","BK0187","BK0020","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665328496","title":"环旭电子(601231.SH)：8月合并营业收入65.09亿元 同比增长17.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665328496","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665328496?lang=zh_cn&edition=full","pubTime":"2026-09-08 15:36","pubTimestamp":1788852966,"startTime":"0","endTime":"0","summary":"智通财经APP讯，环旭电子(601231.SH)发布公告，公司2026年8月合并营业收入为65.09亿元，较去年同期的合并营业收入增加17.12%，较2026年7月合并营业收入环比增加17.30%。公司2026年1月至8月合并营业收入为393.94亿元，较去年同期的合并营业收入增加4.54%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493280.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"环旭电子(601231.SH)：8月合并营业收入65.09亿元 同比增长17.12%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665162153","title":"9月7日环旭电子涨5.14%，华商甄选回报混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2665162153","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665162153?lang=zh_cn&edition=full","pubTime":"2026-09-07 16:35","pubTimestamp":1788770158,"startTime":"0","endTime":"0","summary":"证券之星消息，9月7日环旭电子涨5.14%，收盘报26.0元，换手率1.41%，成交量33.65万手，成交额8.75亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共30家，其中持有数量最多的公募基金为华商基金的华商甄选回报混合A。","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/RB2026090700021043.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":["BK0187","BK0109","BK0012","BK0214","BK0028","LU2580892862.HKD","BK0188","LU2580892789.USD","BK0072","BK0196","601231","BK0020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662362640","title":"环旭电子（601231）2026年中报简析：营收净利润同比双双增长，公司应收账款体量较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2662362640","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662362640?lang=zh_cn&edition=full","pubTime":"2026-08-28 06:09","pubTimestamp":1787868563,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期环旭电子发布2026年中报。截至本报告期末，公司营业总收入273.36亿元，同比上升0.45%，归母净利润8.22亿元，同比上升28.85%。按单季度数据看，第二季度营业总收入139.87亿元，同比上升3.11%，第二季度归母净利润4.05亿元，同比上升33.57%。本报告期环旭电子公司应收账款体量较大，当期应收账款占最新年报归母净利润比达558.17%。本次财报公布的各项数据指标表现尚佳。本文数据来源于环旭电子2026年中报，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082800010545.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":["601231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662708982","title":"环旭电子(601231)6月30日股东户数9.77万户，较上期增加74.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662708982","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662708982?lang=zh_cn&edition=full","pubTime":"2026-08-27 17:56","pubTimestamp":1787824600,"startTime":"0","endTime":"0","summary":"证券之星消息，近日环旭电子披露，截至2026年6月30日公司股东户数为9.77万户，较3月31日增加4.19万户，增幅为74.91%。在消费电子行业个股中，环旭电子股东户数高于行业平均水平，截至6月30日，消费电子行业平均股东户数为6.56万户。从股价来看，2026年3月31日至2026年6月30日，环旭电子区间跌幅为0.56%，在此期间股东户数增加4.19万户，增幅为74.91%。","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/RB2026082700042406.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","601231","BK0109","BK0020","LU2580892789.USD","BK0196","BK0028","LU2580892862.HKD","BK0072","BK0012","BK0214","BK0187"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662779855","title":"环旭电子：USI America Inc.（USI）是公司在美国的全资控股子公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2662779855","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662779855?lang=zh_cn&edition=full","pubTime":"2026-08-27 15:33","pubTimestamp":1787816025,"startTime":"0","endTime":"0","summary":"投资者提问：8月19日，USI America Inc.与德国智能机器人企业Agile Robots SE签署合作备忘录，双方拟在人形机器人产品、人机协作机器人与电子制造产线智能化升级领域开展业务合作，共同评估Agile Robots人形机器人及其解决方案在USI全球化的制造服务体系中的应用，并探索相关机器人产品及组件的开发与量产。USI America Inc.是公司在美国的全资控股子公司。","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/RB2026082700032079.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":["BK0214","601231","BK0196","LU2580892789.USD","BK0028","BK0187","BK0012","BK0072","BK0188","BK0020","BK0109","LU2580892862.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662779838","title":"环旭电子：1.6T硅光模块方案仍在方案优化中","url":"https://stock-news.laohu8.com/highlight/detail?id=2662779838","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662779838?lang=zh_cn&edition=full","pubTime":"2026-08-27 15:33","pubTimestamp":1787816025,"startTime":"0","endTime":"0","summary":"证券之星消息，环旭电子08月27日在投资者关系平台上答复投资者关心的问题。提升投资者对公司的长期投资信心环旭电子回复：您好，感谢您对公司的关注。关于1.6T光模块，公司目前光通信的业务主要聚焦在800G产品从光引擎到光模块的代工业务规模化量产交付，1.6T硅光模块方案仍在方案优化中。公司长期重视市值管理工作，并通过深耕主业、加强投资者沟通、持续股东回报等多方面提升及维护公司价值。","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/RB2026082700032077.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":["LU2580892789.USD","BK0072","BK0020","601231","BK0012","BK0187","LU2580892862.HKD","BK0214","BK0196","BK0109","BK0188","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662805779","title":"环旭电子：公司SiP业务长期服务于北美大客户的各类产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2662805779","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662805779?lang=zh_cn&edition=full","pubTime":"2026-08-27 15:33","pubTimestamp":1787816024,"startTime":"0","endTime":"0","summary":"公司SiP业务长期服务于北美大客户的各类产品。我们向大客户供应的SiP模组每年都在迭代，也有新的SiP模组业务。环旭电子在SiP业务上是将硬件的设计到测试的开发一直到微小化工艺的导入，带给客户优质的解决方案，大客户未来数年的新品我们正在持续开发中。","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/RB2026082700032076.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":["LU2580892789.USD","601231","LU2580892862.HKD","BK0196","BK0012","BK0072","BK0028","BK0109","BK0188","BK0187","BK0214","BK0020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662077980","title":"环旭电子：计划在8月进行首次送样","url":"https://stock-news.laohu8.com/highlight/detail?id=2662077980","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662077980?lang=zh_cn&edition=full","pubTime":"2026-08-27 15:33","pubTimestamp":1787816023,"startTime":"0","endTime":"0","summary":"证券之星消息，环旭电子08月27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：请问贵公司，光通信新产品定于 2026 年 8 月送样，能行吗？服务器供电业务上，公司正在和母公司进行协同开发，环旭重点负责PDU的协同研发和系统组装。目前公司已与ASE以及功率芯片的合作伙伴共同开发PDU lite产品，以适配客户目前的需求，计划在8月进行首次送样，并计划于2027年下半年开始小批量。","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/RB2026082700032075.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":["BK0109","BK0012","601231","BK0214","BK0196","BK0020","LU2580892862.HKD","LU2580892789.USD","BK0187","BK0072","BK0028","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662977987","title":"环旭电子：持续在AI数据中心领域重点发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2662977987","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662977987?lang=zh_cn&edition=full","pubTime":"2026-08-27 15:33","pubTimestamp":1787816019,"startTime":"0","endTime":"0","summary":"证券之星消息，环旭电子(601231)08月27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：请问环旭电子滚动市盈率快要接近白酒整体板块滚动市盈率了，公司有投资白酒厂的打算吗？环旭电子回复：您好，感谢您对公司的关注。公司的发展策略会在深耕主业的基础上，持续在AI数据中心领域重点发展，包括智能板卡、光通讯、服务器供电等业务。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：沈彬","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/RB2026082700032073.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":["BK0012","BK0109","BK0196","BK0214","BK0028","LU2580892789.USD","BK0072","BK0188","BK0187","601231","LU2580892862.HKD","BK0020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662870779","title":"环旭电子：公司上半年末存货相较于第一季度末有所增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2662870779","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662870779?lang=zh_cn&edition=full","pubTime":"2026-08-27 15:33","pubTimestamp":1787816018,"startTime":"0","endTime":"0","summary":"证券之星消息，环旭电子(601231)08月27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：公司Q2存货比Q1增长了18个亿，主要是因为光引擎吗？如果是的话，公司是准备全部组装成光模块再卖吗？环旭电子回复：您好，感谢您对公司的关注。公司上半年末存货相较于第一季度末有所增长，主要原因为部分物料提前备货以及物料涨价因素影响。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：陈思雨","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/RB2026082700032071.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":["LU2580892789.USD","601231","LU2580892862.HKD","BK0196","BK0012","BK0072","BK0028","BK0109","BK0188","BK0187","BK0214","BK0020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662779801","title":"环旭电子：成都光创联业务主要包括数据中心、高速电信和工业光电三大产品线","url":"https://stock-news.laohu8.com/highlight/detail?id=2662779801","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662779801?lang=zh_cn&edition=full","pubTime":"2026-08-27 15:33","pubTimestamp":1787816016,"startTime":"0","endTime":"0","summary":"证券之星消息，环旭电子08月27日在投资者关系平台上答复投资者关心的问题。凭借领先的技术实力与可靠的产品品质，光创联已成为光通信行业内全球多家顶级光模块企业战略合作伙伴，主打产品进入全球光通信核心供应链。请问董秘子公司介绍属实吗环旭电子回复：您好，感谢您对公司的关注。成都光创联业务主要包括数据中心、高速电信和工业光电三大产品线。","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/RB2026082700032069.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","601231","BK0109","BK0020","LU2580892789.USD","BK0196","BK0028","LU2580892862.HKD","BK0072","BK0012","BK0214","BK0187"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662977933","title":"环旭电子：公司今年光通信的业务主要聚焦在800G产品从光引擎到光模块的代工业务规模化量产交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2662977933","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662977933?lang=zh_cn&edition=full","pubTime":"2026-08-27 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