688502 茂莱光学
已收盘 09-11 15:00:01
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【机构调研记录】嘉实基金调研茂莱光学、我武生物等3只个股（附名单）
证券之星 · 09-11 08:05
【机构调研记录】嘉实基金调研茂莱光学、我武生物等3只个股（附名单）
【私募调研记录】合众易晟调研茂莱光学
证券之星 · 09-11 08:04
【私募调研记录】合众易晟调研茂莱光学
茂莱光学新提交“-”等2件商标注册申请
证券之星 · 09-11 07:14
茂莱光学新提交“-”等2件商标注册申请
茂莱光学：中信证券、华泰资管等多家机构于9月9日调研我司
证券之星 · 09-10 21:02
茂莱光学：中信证券、华泰资管等多家机构于9月9日调研我司
茂莱光学（688502）2026年中报简析：增收不增利，三费占比上升明显
证券之星 · 08-30
茂莱光学（688502）2026年中报简析：增收不增利，三费占比上升明显
图解茂莱光学中报：第二季度单季净利润同比下降114.32%
证券之星 · 08-28
图解茂莱光学中报：第二季度单季净利润同比下降114.32%
茂莱光学(688502)6月30日股东户数1.09万户，较上期增加17.18%
证券之星 · 08-28
茂莱光学(688502)6月30日股东户数1.09万户，较上期增加17.18%
股市必读：茂莱光学（688502）8月21日董秘有最新回复
证券之星 · 08-24
股市必读：茂莱光学（688502）8月21日董秘有最新回复
每周股票复盘：茂莱光学（688502）更换持续督导保荐代表人
证券之星 · 08-16
每周股票复盘：茂莱光学（688502）更换持续督导保荐代表人
7月30日茂莱光学跌12.10%，金信稳健策略混合A基金重仓该股
证券之星 · 07-30
7月30日茂莱光学跌12.10%，金信稳健策略混合A基金重仓该股
7月27日茂莱光学涨6.64%，金信稳健策略混合A基金重仓该股
证券之星 · 07-27
7月27日茂莱光学涨6.64%，金信稳健策略混合A基金重仓该股
每周股票复盘：茂莱光学（688502）因股价跌15%登龙虎榜
证券之星 · 07-26
每周股票复盘：茂莱光学（688502）因股价跌15%登龙虎榜
7月22日茂莱光学跌7.45%，金信稳健策略混合A基金重仓该股
证券之星 · 07-22
7月22日茂莱光学跌7.45%，金信稳健策略混合A基金重仓该股
异动快报：茂莱光学（688502）7月20日14点17分触及跌停板
证券之星 · 07-20
异动快报：茂莱光学（688502）7月20日14点17分触及跌停板
【私募调研记录】祥运和投资调研茂莱光学
证券之星 · 07-20
【私募调研记录】祥运和投资调研茂莱光学
每周股票复盘：茂莱光学（688502）在手订单达6.6亿元
证券之星 · 07-19
每周股票复盘：茂莱光学（688502）在手订单达6.6亿元
7月17日茂莱光学跌14.97%，金信稳健策略混合A基金重仓该股
证券之星 · 07-17
7月17日茂莱光学跌14.97%，金信稳健策略混合A基金重仓该股
茂莱光学获得实用新型专利授权：“一种环抛机抛光液循环过滤装置”
证券之星 · 07-17
茂莱光学获得实用新型专利授权：“一种环抛机抛光液循环过滤装置”
7月15日茂莱光学跌8.18%，金信稳健策略混合A基金重仓该股
证券之星 · 07-15
7月15日茂莱光学跌8.18%，金信稳健策略混合A基金重仓该股
每周股票复盘：茂莱光学（688502）茂莱转债触发赎回条件但公司决定不行使
证券之星 · 07-12
每周股票复盘：茂莱光学（688502）茂莱转债触发赎回条件但公司决定不行使
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公司概况
公司名称：
南京茂莱光学科技股份有限公司
所属行业：
仪器仪表制造业
上市日期：
2023-03-09
主营业务：
南京茂莱光学科技股份有限公司的主营业务是精密光学器件、光学镜头和光学系统的研发、设计、制造及销售。公司的主要产品是精密光学器件、光学镜头、光学系统。
发行价格：
69.72
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调研纪要：公司于2026年4月设立全资子公司南京茂莱光互连科技有限公司，聚焦光通信领域，推进激光通信、卫星通信及近地卫星通信业务布局，截至2026年6月底尚处早期开发阶段。","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/RB2026091100013929.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666351183","title":"茂莱光学新提交“-”等2件商标注册申请","url":"https://stock-news.laohu8.com/highlight/detail?id=2666351183","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666351183?lang=zh_cn&edition=full","pubTime":"2026-09-11 07:14","pubTimestamp":1789082074,"startTime":"0","endTime":"0","summary":"证券之星消息，根据天眼查APP数据显示，近日南京茂莱光学科技股份有限公司新提交“-”等2件商标注册申请。商标申请详情如下：今年以来南京茂莱光学科技股份有限公司新申请注册商标6件，截止目前公司共持有注册商标12件，另有9件商标尚在注册申请中。","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/RB2026091100013349.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666596301","title":"茂莱光学：中信证券、华泰资管等多家机构于9月9日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2666596301","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666596301?lang=zh_cn&edition=full","pubTime":"2026-09-10 21:02","pubTimestamp":1789045322,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年9月10日茂莱光学发布公告称中信证券、华泰资管、华泰证券、嘉实基金、禾永投资、中信创业投资(上海)有限公司、华源证券、西部证券、紫金信托、灵景投资、浙商证券、中英人寿、川流投资、合众易晟投资、Keywise Capital、方正固收、前海再保险、中欧基金、国海证券于2026年9月9日调研我司。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/RB2026091000040456.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":["LU2148510915.USD","LU2495084118.USD","BK0012","LU0405327494.USD","LU2580892789.USD","BK1521","BK1564","BK0276","688502","BK1516","LU1064131003.USD","BK0225","LU0405327148.USD","BK0028","BK0196","LU1064130708.USD","600030","LU1794554557.SGD","LU2580892862.HKD","06030","LU1781817850.SGD","BK1147","LU1255011170.USD","LU1720050803.USD","LU1997245094.SGD","LU1820825898.SGD","LU1580142542.USD","LU1146622755.USD","LU1655091616.SGD","LU2289578879.USD","BK0183","LU1997245177.USD","LU1328615791.USD","LU1997244956.HKD","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663484540","title":"茂莱光学（688502）2026年中报简析：增收不增利，三费占比上升明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2663484540","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663484540?lang=zh_cn&edition=full","pubTime":"2026-08-30 06:17","pubTimestamp":1788041842,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期茂莱光学发布2026年中报。截至本报告期末，公司营业总收入4.27亿元，同比上升33.97%，归母净利润-1341.62万元，同比下降140.96%。本报告期茂莱光学三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达34.7%。截至2026年一季度末，公司累计在手订单约6.6亿元。从2025年度经营表现来看，公司与多家国内下游客户的业务合作体量实现明显增长。本文数据来源于茂莱光学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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083000002396.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":["BK0225","688502"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662064367","title":"图解茂莱光学中报：第二季度单季净利润同比下降114.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662064367","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662064367?lang=zh_cn&edition=full","pubTime":"2026-08-28 18:32","pubTimestamp":1787913173,"startTime":"0","endTime":"0","summary":"证券之星消息，茂莱光学2026年中报显示，上半年度公司主营收入4.27亿元，同比上升33.97%；归母净利润-1341.62万元，同比下降140.96%；扣非净利润-1703.31万元，同比下降158.33%；其中2026年第二季度，公司单季度主营收入2.44亿元，同比上升38.27%；单季度归母净利润-230.83万元，同比下降114.32%；单季度扣非净利润-381.53万元，同比下降123.95%；负债率46.69%，投资收益204.05万元，财务费用2217.34万元，毛利率40.95%。财报数据概要请见下图:本文数据来源于茂莱光学2026年中报，仅供参考不构成投资建议。","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":"https://stock.stockstar.com/RB2026082800043564.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688502"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662906634","title":"茂莱光学(688502)6月30日股东户数1.09万户，较上期增加17.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662906634","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662906634?lang=zh_cn&edition=full","pubTime":"2026-08-28 17:42","pubTimestamp":1787910139,"startTime":"0","endTime":"0","summary":"证券之星消息，近日茂莱光学披露，截至2026年6月30日公司股东户数为1.09万户，较3月31日增加1597.0户，增幅为17.18%。在光学光电子行业个股中，茂莱光学股东户数低于行业平均水平，截至6月30日，光学光电子行业平均股东户数为8.31万户。从股价来看，2026年3月31日至2026年6月30日，茂莱光学区间涨幅为131.64%，在此期间股东户数增加1597.0户，增幅为17.18%。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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082800040797.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661724934","title":"股市必读：茂莱光学（688502）8月21日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2661724934","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661724934?lang=zh_cn&edition=full","pubTime":"2026-08-24 06:46","pubTimestamp":1787525171,"startTime":"0","endTime":"0","summary":"截至2026年8月21日收盘，茂莱光学报收于447.86元，下跌1.57%，换手率2.35%，成交量1.24万手，成交额5.58亿元。董秘最新回复投资者： 请问公司在光通信领域有哪些产品布局？目前子公司相关业务仍处于前期开发阶段，尚未形成规模收入。当日关注点交易信息汇总：8月21日主力资金净流入16.48万元，占总成交额0.03%。","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/RB2026082400002273.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659176131","title":"每周股票复盘：茂莱光学（688502）更换持续督导保荐代表人","url":"https://stock-news.laohu8.com/highlight/detail?id=2659176131","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659176131?lang=zh_cn&edition=full","pubTime":"2026-08-16 03:20","pubTimestamp":1786821622,"startTime":"0","endTime":"0","summary":"本周关注点公司公告汇总：因工作变动，中金公司更换茂莱光学持续督导保荐代表人，由朱弘一接替宋哲。公司公告汇总南京茂莱光学科技股份有限公司收到中金公司通知，因宋哲先生工作变动，不再担任公司首次公开发行股票及向不特定对象发行可转换公司债券项目的持续督导保荐代表人。变更后，持续督导保荐代表人为唐加威先生和朱弘一先生，持续督导期至中国证监会和上交所规定结束为止。","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/RB2026081600000986.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","688502"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655242688","title":"7月30日茂莱光学跌12.10%，金信稳健策略混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2655242688","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655242688?lang=zh_cn&edition=full","pubTime":"2026-07-30 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16:42","pubTimestamp":1785141727,"startTime":"0","endTime":"0","summary":"证券之星消息，7月27日茂莱光学涨6.64%，收盘报381.78元，换手率2.73%，成交量1.44万手，成交额5.24亿元。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24家，其中持有数量最多的公募基金为金信基金的金信稳健策略混合A。金信稳健策略混合A目前规模为14.05亿元，最新净值3.274，较上一交易日上涨0.73%，近一年上涨94.21%。金信稳健策略混合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/RB2026072700020973.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654057188","title":"每周股票复盘：茂莱光学（688502）因股价跌15%登龙虎榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2654057188","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654057188?lang=zh_cn&edition=full","pubTime":"2026-07-26 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16:46","pubTimestamp":1784709991,"startTime":"0","endTime":"0","summary":"证券之星消息，7月22日茂莱光学跌7.45%，收盘报386.49元，换手率4.1%，成交量2.17万手，成交额8.7亿元。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24家，其中持有数量最多的公募基金为金信基金的金信稳健策略混合A。金信稳健策略混合A目前规模为14.05亿元，最新净值3.456，较上一交易日上涨13.99%，近一年上涨120.34%。金信稳健策略混合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":"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/RB2026072200034478.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","688502"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652526706","title":"异动快报：茂莱光学（688502）7月20日14点17分触及跌停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2652526706","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652526706?lang=zh_cn&edition=full","pubTime":"2026-07-20 14:20","pubTimestamp":1784528434,"startTime":"0","endTime":"0","summary":"证券之星7月20日盘中消息，14点17分茂莱光学（688502）触及跌停板。其所属行业光学光电子目前下跌。领涨股为联创电子。该股为无人驾驶，智能制造，VR&AR概念热股。7月17日的资金流向数据方面，主力资金净流出2.15亿元，占总成交额18.82%，游资资金净流入2.16亿元，占总成交额18.91%，散户资金净流出111.66万元，占总成交额0.1%。近5日资金流向一览见下表：茂莱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":"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/RB2026072000016474.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652926381","title":"【私募调研记录】祥运和投资调研茂莱光学","url":"https://stock-news.laohu8.com/highlight/detail?id=2652926381","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652926381?lang=zh_cn&edition=full","pubTime":"2026-07-20 08:01","pubTimestamp":1784505678,"startTime":"0","endTime":"0","summary":"根据市场公开信息及7月17日披露的机构调研信息，知名私募祥运和投资近期对1家上市公司进行了调研，相关名单如下：1）茂莱光学 调研纪要：公司生产经营稳步开展，依托全球化布局降低贸易风险。截至2026年一季度末在手订单约6.6亿元，南京拟建总投资不超10亿元智造基地，海外扩产同步推进。机构简介：xa0南京祥运和投资管理有限公司位于江苏省南京市，成立于2013年7月，注册资金为1000万。","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://fund.stockstar.com/RB2026072000001820.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652237544","title":"每周股票复盘：茂莱光学（688502）在手订单达6.6亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2652237544","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652237544?lang=zh_cn&edition=full","pubTime":"2026-07-19 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16:31","pubTimestamp":1784277066,"startTime":"0","endTime":"0","summary":"证券之星消息，7月17日茂莱光学跌14.97%，收盘报454.9元，换手率4.42%，成交量2.34万手，成交额11.41亿元。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3家，其中持有数量最多的公募基金为金信基金的金信稳健策略混合A。金信稳健策略混合A目前规模为14.05亿元，最新净值3.7624，较上一交易日下跌5.56%，近一年上涨148.49%。金信稳健策略混合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":"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/RB2026071700030053.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":["688502","BK0225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652421024","title":"茂莱光学获得实用新型专利授权：“一种环抛机抛光液循环过滤装置”","url":"https://stock-news.laohu8.com/highlight/detail?id=2652421024","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652421024?lang=zh_cn&edition=full","pubTime":"2026-07-17 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