603297 永新光学
已收盘 07-17 15:00:00
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7月17日永新光学跌7.97%，鑫元欣享灵活配置混合A基金重仓该股
证券之星 · 07-17 16:13
7月17日永新光学跌7.97%，鑫元欣享灵活配置混合A基金重仓该股
永新光学（603297）披露拟取消联席董事长职务并修订公司章程，7月13日股价下跌7.97%
证券之星 · 07-13
永新光学（603297）披露拟取消联席董事长职务并修订公司章程，7月13日股价下跌7.97%
每周股票复盘：永新光学（603297）回购注销20.76万股限制性股票
证券之星 · 07-12
每周股票复盘：永新光学（603297）回购注销20.76万股限制性股票
永新光学（603297）披露2023年限制性股票激励计划部分股票回购注销实施公告，7月7日股价上涨1.41%
证券之星 · 07-07
永新光学（603297）披露2023年限制性股票激励计划部分股票回购注销实施公告，7月7日股价上涨1.41%
每周股票复盘：永新光学（603297）拟注销香港子公司
证券之星 · 07-05
每周股票复盘：永新光学（603297）拟注销香港子公司
永新光学（603297）披露2026年第一次临时股东会通知，7月03日股价下跌4.66%
证券之星 · 07-03
永新光学（603297）披露2026年第一次临时股东会通知，7月03日股价下跌4.66%
7月1日永新光学跌5.34%，鑫元欣享灵活配置混合A基金重仓该股
证券之星 · 07-01
7月1日永新光学跌5.34%，鑫元欣享灵活配置混合A基金重仓该股
每周股票复盘：永新光学（603297）受让江丰生物20%股权
证券之星 · 06-28
每周股票复盘：永新光学（603297）受让江丰生物20%股权
异动快报：永新光学（603297）6月24日13点9分触及涨停板
证券之星 · 06-24
异动快报：永新光学（603297）6月24日13点9分触及涨停板
永新光学（603297）披露与关联方共同投资进展暨完成工商变更登记公告，6月22日股价下跌5.93%
证券之星 · 06-22
永新光学（603297）披露与关联方共同投资进展暨完成工商变更登记公告，6月22日股价下跌5.93%
6月22日永新光学跌5.93%，鑫元欣享灵活配置混合A基金重仓该股
证券之星 · 06-22
6月22日永新光学跌5.93%，鑫元欣享灵活配置混合A基金重仓该股
永新光学：截至2026年3月31日，公司股东总数为11,490户
证券之星 · 06-09
永新光学：截至2026年3月31日，公司股东总数为11,490户
6月8日永新光学跌6.58%，鑫元欣享灵活配置混合A基金重仓该股
证券之星 · 06-08
6月8日永新光学跌6.58%，鑫元欣享灵活配置混合A基金重仓该股
股市必读：永新光学（603297）5月29日收盘跌6.66%，主力净流出3614.05万元
证券之星 · 06-01
股市必读：永新光学（603297）5月29日收盘跌6.66%，主力净流出3614.05万元
5月29日永新光学跌6.66%，鑫元欣享灵活配置混合A基金重仓该股
证券之星 · 05-29
5月29日永新光学跌6.66%，鑫元欣享灵活配置混合A基金重仓该股
中金：光模块需求高增 光学厂商有望构建新成长曲线
智通财经 · 05-25
中金：光模块需求高增 光学厂商有望构建新成长曲线
每周股票复盘：永新光学（603297）将召开2025年年度业绩说明会
证券之星 · 05-24
每周股票复盘：永新光学（603297）将召开2025年年度业绩说明会
永新光学（603297）披露召开2025年年度网上业绩说明会公告，5月22日股价上涨1.49%
证券之星 · 05-22
永新光学（603297）披露召开2025年年度网上业绩说明会公告，5月22日股价上涨1.49%
每周股票复盘：永新光学（603297）股东拟减持不超0.9916%股份
证券之星 · 05-17
每周股票复盘：永新光学（603297）股东拟减持不超0.9916%股份
永新光学最新公告：股东电子信息集团及其一致行动人拟合计减持不超0.99%股份
证券之星 · 05-15
永新光学最新公告：股东电子信息集团及其一致行动人拟合计减持不超0.99%股份
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公司概况
公司名称：
宁波永新光学股份有限公司
所属行业：
仪器仪表制造业
上市日期：
2018-09-10
主营业务：
宁波永新光学股份有限公司的主营业务是光学显微镜、光学元件组件和其他光学产品的研发、生产和销售。公司的主要产品是生物显微镜、工业显微镜、条码扫描仪镜头、模组、平面光学元件、专业成像光学镜片、镜头。公司是国家级制造业单项冠军示范企业，荣获第五届“中国质量奖提名奖”。
发行价格：
25.87
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22:20","pubTimestamp":1783952427,"startTime":"0","endTime":"0","summary":"截至2026年7月13日收盘，永新光学报收于111.22元，较前一交易日下跌7.97%，最新总市值为123.15亿元。该股当日开盘119.93元，最高120.22元，最低110.92元，成交额达2.24亿元，换手率为1.76%。据此，公司拟修订《公司章程》相关条款，并同步修订《股东会议事规则》《董事会议事规则》等治理制度。董事会提请股东大会授权办理工商变更登记。","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/RB2026071300040185.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0225","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650215479","title":"每周股票复盘：永新光学（603297）回购注销20.76万股限制性股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2650215479","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650215479?lang=zh_cn&edition=full","pubTime":"2026-07-12 03:03","pubTimestamp":1783796591,"startTime":"0","endTime":"0","summary":"截至2026年7月10日收盘，永新光学报收于120.85元，较上周的127.11元下跌4.92%。本周关注点公司公告汇总：因2023年限制性股票激励计划业绩考核未达标，永新光学回购注销207,600股限制性股票。公司公告汇总宁波永新光学股份有限公司因2023年限制性股票激励计划第三个解除限售期公司层面业绩考核未达标，决定回购注销首次及预留授予部分共207,600股限制性股票，其中首次授予178,500股，预留授予29,100股。","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/RB2026071200001105.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","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649350349","title":"永新光学（603297）披露2023年限制性股票激励计划部分股票回购注销实施公告，7月7日股价上涨1.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2649350349","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649350349?lang=zh_cn&edition=full","pubTime":"2026-07-07 22:40","pubTimestamp":1783435225,"startTime":"0","endTime":"0","summary":"近日，宁波永新光学股份有限公司发布《关于2023年限制性股票激励计划部分限制性股票回购注销实施的公告》。公告显示，因2023年限制性股票激励计划第三个解除限售期公司业绩考核未达标，公司决定对139名激励对象已获授但未解除限售的207,600股限制性股票进行回购注销，回购价格为42.48元/股加上中国人民银行活期同期存款利息。相关决策程序及信息披露符合法律法规及《激励计划》规定。","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/RB2026070700041885.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":["603297","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649692373","title":"每周股票复盘：永新光学（603297）拟注销香港子公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2649692373","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649692373?lang=zh_cn&edition=full","pubTime":"2026-07-05 03:20","pubTimestamp":1783192823,"startTime":"0","endTime":"0","summary":"截至2026年7月3日收盘，永新光学报收于127.11元，较上周的137.76元下跌7.73%。本周，永新光学6月30日盘中最高价报146.98元。本周关注点来自公司公告汇总：永新光学拟注销全资子公司永新光学（香港）有限公司，因其无实际经营业务。因回购注销207,600股限制性股票，公司注册资本将由11,093.67万元变更为11,072.91万元，股份总数相应调整为110,729,100股。公司决定注销全资子公司永新光学（香港）有限公司。","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/RB2026070500001068.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","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648661277","title":"永新光学（603297）披露2026年第一次临时股东会通知，7月03日股价下跌4.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648661277","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648661277?lang=zh_cn&edition=full","pubTime":"2026-07-03 22:39","pubTimestamp":1783089559,"startTime":"0","endTime":"0","summary":"截至2026年7月3日收盘，永新光学报收于127.11元，较前一交易日下跌4.66%，最新总市值为141.01亿元。该股当日开盘134.0元，最高134.96元，最低127.02元，成交额达2.97亿元，换手率为2.07%。近日，永新光学发布《2026年第一次临时股东会通知》。公告显示，公司将于2026年7月20日召开2026年第一次临时股东会，会议采取现场投票与网络投票相结合的方式，网络投票通过上海证券交易所系统进行。股权登记日为2026年7月15日。本次会议由董事会召集，无关联股东回避表决事项。","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/RB2026070300045977.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","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648722515","title":"7月1日永新光学跌5.34%，鑫元欣享灵活配置混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2648722515","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648722515?lang=zh_cn&edition=full","pubTime":"2026-07-01 16:35","pubTimestamp":1782894933,"startTime":"0","endTime":"0","summary":"证券之星消息，7月1日永新光学跌5.34%，收盘报139.1元，换手率2.57%，成交量2.85万手，成交额4.03亿元。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4家，其中持有数量最多的公募基金为鑫元基金的鑫元欣享灵活配置混合A。鑫元欣享灵活配置混合A目前规模为5.75亿元，最新净值1.6132，较上一交易日上涨3.1%，近一年上涨43.15%。鑫元欣享灵活配置混合A的前十大重仓股如下：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/RB2026070100031136.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","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646315118","title":"每周股票复盘：永新光学（603297）受让江丰生物20%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2646315118","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646315118?lang=zh_cn&edition=full","pubTime":"2026-06-28 03:35","pubTimestamp":1782588912,"startTime":"0","endTime":"0","summary":"截至2026年6月26日收盘，永新光学报收于137.76元，较上周的124.9元上涨10.3%。本周关注点公司公告汇总：永新光学以16,000万元受让江丰生物20%股权，成为其第二大股东。本次股权转让已完成工商变更登记，江丰生物注册资本为1811.1949万元，永新光学成为其第二大股东，持股比例达20%。","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/RB2026062800001106.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":["603297","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645786480","title":"异动快报：永新光学（603297）6月24日13点9分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2645786480","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645786480?lang=zh_cn&edition=full","pubTime":"2026-06-24 13:15","pubTimestamp":1782278145,"startTime":"0","endTime":"0","summary":"证券之星6月24日盘中消息，13点9分永新光学（603297）触及涨停板。其所属行业光学光电子目前下跌。领涨股为茂莱光学。该股为3D感应，激光雷达，机器视觉概念热股，当日3D感应概念上涨1.41%，激光雷达概念上涨0.76%。6月23日的资金流向数据方面，主力资金净流入1944.14万元，占总成交额7.41%，游资资金净流入1313.68万元，占总成交额5.01%，散户资金净流出3257.82万元，占总成交额12.42%。近5日资金流向一览见下表：永新光学主要指标及行业内排名如下：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/RB2026062400021590.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603297","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645057073","title":"永新光学（603297）披露与关联方共同投资进展暨完成工商变更登记公告，6月22日股价下跌5.93%","url":"https://stock-news.laohu8.com/highlight/detail?id=2645057073","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645057073?lang=zh_cn&edition=full","pubTime":"2026-06-22 22:45","pubTimestamp":1782139518,"startTime":"0","endTime":"0","summary":"截至2026年6月22日收盘，永新光学报收于117.49元，较前一交易日下跌5.93%，最新总市值为130.34亿元。近日，宁波永新光学股份有限公司发布《关于与关联方共同投资进展暨完成工商变更登记的公告》。本次股权转让已完成工商变更登记，江丰生物注册资本为1811.1949万元，永新光学成为其第二大股东，持股比例达20%。","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/RB2026062200039129.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":["603297","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645504084","title":"6月22日永新光学跌5.93%，鑫元欣享灵活配置混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2645504084","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645504084?lang=zh_cn&edition=full","pubTime":"2026-06-22 16:35","pubTimestamp":1782117323,"startTime":"0","endTime":"0","summary":"证券之星消息，6月22日永新光学跌5.93%，收盘报117.49元，换手率2.98%，成交量3.3万手，成交额3.91亿元。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4家，其中持有数量最多的公募基金为鑫元基金的鑫元欣享灵活配置混合A。鑫元欣享灵活配置混合A目前规模为5.75亿元，最新净值1.4881，较上一交易日上涨2.3%，近一年上涨37.01%。鑫元欣享灵活配置混合A的前十大重仓股如下：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/RB2026062200023482.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":["603297","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642466621","title":"永新光学：截至2026年3月31日，公司股东总数为11,490户","url":"https://stock-news.laohu8.com/highlight/detail?id=2642466621","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642466621?lang=zh_cn&edition=full","pubTime":"2026-06-09 17:36","pubTimestamp":1780997780,"startTime":"0","endTime":"0","summary":"证券之星消息，永新光学(603297)06月09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：董秘您好，请问截至2026年5月20日，公司股东人数有多少？永新光学回复：您好！根据信息披露相关规定，公司在定期报告中会披露对应报告期末时点的股东人数。截至2026年3月31日，公司股东总数为11,490户。对于非定期报告时点的股东人数信息，根据《公司章程》及监管要求，股东可携带持股证明文件至公司办公地点，经身份核实后依法查询股东名册，谢谢！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。","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/RB2026060900028612.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":["603297","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641852107","title":"6月8日永新光学跌6.58%，鑫元欣享灵活配置混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2641852107","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641852107?lang=zh_cn&edition=full","pubTime":"2026-06-08 16:36","pubTimestamp":1780907789,"startTime":"0","endTime":"0","summary":"证券之星消息，6月8日永新光学跌6.58%，收盘报115.68元，换手率1.9%，成交量2.1万手，成交额2.46亿元。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4家，其中持有数量最多的公募基金为鑫元基金的鑫元欣享灵活配置混合A。鑫元欣享灵活配置混合A目前规模为5.75亿元，最新净值1.4109，较上一交易日下跌1.45%，近一年上涨33.39%。鑫元欣享灵活配置混合A的前十大重仓股如下：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":"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/RB2026060800022011.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","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640983193","title":"股市必读：永新光学（603297）5月29日收盘跌6.66%，主力净流出3614.05万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640983193","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640983193?lang=zh_cn&edition=full","pubTime":"2026-06-01 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16:30","pubTimestamp":1780043422,"startTime":"0","endTime":"0","summary":"证券之星消息，5月29日永新光学跌6.66%，收盘报130.98元，换手率2.14%，成交量2.37万手，成交额3.16亿元。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4家，其中持有数量最多的公募基金为鑫元基金的鑫元欣享灵活配置混合A。鑫元欣享灵活配置混合A目前规模为5.75亿元，最新净值1.4997，较上一交易日上涨0.75%，近一年上涨43.22%。鑫元欣享灵活配置混合A的前十大重仓股如下：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":"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/RB2026052900030060.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","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638589258","title":"中金：光模块需求高增 光学厂商有望构建新成长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2638589258","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638589258?lang=zh_cn&edition=full","pubTime":"2026-05-25 09:55","pubTimestamp":1779674156,"startTime":"0","endTime":"0","summary":"伴随光通信需求高增与速率提升，无源光器件重要性日益凸显，光学厂商相继从消费电子切入光通信，其核心技术及大规模高可靠生产能力具备可迁移性，有望构建新的成长曲线。中金主要观点如下：光模块需求高增，无源器件重要性凸显根据LightCounting预测，100G及以上可插拔光模块市场规模将从2025年近200亿美元增至2030年超500亿美元，2030年CPO市场规模有望达100亿美元。光互连路线持续演进，无源器件需求攀升可插拔光模块每通道含多个分立光学元件。","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/1445505.html","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":"stock_zhitongcaijing","symbols":["LU1997244956.HKD","BK0028","LU1997245177.USD","BK1167","BK0198","BK0197","LU2495084118.USD","603297","BK0171","BK0102","BK0109","BK1607","BK0196","IE00BMPRXQ63.HKD","SG9999006597.SGD","02018","BK1504","BK0108","BK0072","BK0076","BK0077","BK0141","LU0051755006.USD","002273","BK0201","LU0210526637.USD","LU0456827905.SGD","IE00BMPRXN33.USD","BK0064","SG9999014674.SGD","SGXZ49509284.SGD","IE00BMPRXR70.SGD","LU1997245094.SGD","BK0225","BK1500","BK1608","BK0070","002384","BK0188","688127","BK0214","SGXZ81163826.USD","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637375533","title":"每周股票复盘：永新光学（603297）将召开2025年年度业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2637375533","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637375533?lang=zh_cn&edition=full","pubTime":"2026-05-24 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22:26","pubTimestamp":1779459985,"startTime":"0","endTime":"0","summary":"截至2026年5月22日收盘，永新光学报收于147.51元，较前一交易日上涨1.49%，最新总市值为163.64亿元。该股当日开盘146.22元，最高149.39元，最低144.0元，成交额达2.98亿元，换手率为1.83%。近日，宁波永新光学股份有限公司发布《关于召开2025年年度网上业绩说明会的公告》。公告显示，公司将于2026年5月29日15:00-16:00在证券日报网路演平台召开2025年年度网上业绩说明会，以文字网络互动方式与投资者交流。公司已于2026年4月24日在上交所网站披露《2025年年度报告》。","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/RB2026052200045209.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0225","603297"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636628260","title":"每周股票复盘：永新光学（603297）股东拟减持不超0.9916%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2636628260","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636628260?lang=zh_cn&edition=full","pubTime":"2026-05-17 04:05","pubTimestamp":1778961913,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，永新光学报收于140.45元，较上周的130.28元上涨7.81%。本周关注点公司公告汇总：永新光学股东宁波电子信息集团及其一致行动人计划减持不超过公司总股本0.9916%的股份。宁波永新光学股份有限公司股东减持股份计划公告宁波永新光学股份有限公司股东宁波电子信息集团有限公司及其一致行动人宁波市电子工业资产经营有限公司计划通过集中竞价或大宗交易方式减持股份不超过1,100,000股，占公司总股本的0.9916%。","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/RB2026051700001325.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":["603297","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635231086","title":"永新光学最新公告：股东电子信息集团及其一致行动人拟合计减持不超0.99%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2635231086","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635231086?lang=zh_cn&edition=full","pubTime":"2026-05-15 19:09","pubTimestamp":1778843371,"startTime":"0","endTime":"0","summary":"永新光学(603297.SH)公告称，持股5%以上大股东宁波电子信息集团有限公司及其一致行动人宁波市电子工业资产经营有限公司计划通过集中竞价、大宗交易等方式减持公司股份不超过110万股，占公司总股本的0.9916%。其中电子信息计划减持不超过104.48万股，占0.9418%；电子工业计划减持不超过5.52万股，占0.0498%。减持期间为2026年6月8日至2026年9月7日，减持原因为自身资金需求。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":"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/RB2026051500036509.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":["BK0225","603297"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1784311419408,"stockEarnings":[{"period":"1week","weight":-0.2203},{"period":"1month","weight":-0.2537},{"period":"3month","weight":-0.1577},{"period":"6month","weight":-0.1918},{"period":"1year","weight":0.0893},{"period":"ytd","weight":-0.0986}],"compareEarnings":[{"period":"1week","weight":-0.0581},{"period":"1month","weight":-0.0837},{"period":"3month","weight":-0.0709},{"period":"6month","weight":-0.0823},{"period":"1year","weight":0.0703},{"period":"ytd","weight":-0.0516}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"宁波永新光学股份有限公司","boardCode":"AI0040","boardName":"仪器仪表制造业","stockholders":"11490人(较上一季度减少29.56%)","perCapita":"9636股","listingDate":"2018-09-10","address":"浙江省宁波市鄞州区高新区木槿路169号","registeredCapital":"11072万元","survey":" 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