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仕佳光子(688313):多品类发力增长,毛利率受结构性影响
Changjiang Securities· 2025-10-21 23:30
丨证券研究报告丨 [Table_scodeMsg1] 公司研究丨点评报告丨仕佳光子(688313.SH) [Table_Title] 多品类发力增长,毛利率受结构性影响 报告要点 [Table_Summary] 公司依托 IDM 模式的"无源+有源"双平台布局持续推进,深度受益于 AI 算力建设带来的数通 市场高景气度。AWG、MPO 两大核心产品持续放量,CW DFB 激光器芯片完成部分客户验证 并小批量出货。短期利润波动不改长期向好趋势,产品结构优化与规模效应有望带动公司盈利 能力持续提升。 分析师及联系人 [Table_Author] SAC:S0490517110002 SAC:S0490522050005 SFC:BUX641 于海宁 黄天佑 操俊茹 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_scodeMsg2] 仕佳光子(688313.SH) cjzqdt11111 [Table_Title2] 多品类发力增长,毛利率受结构性影响 风险提示 丨证券研究报告丨 2025-10-21 [Table_Summary2] 事件描述 公司发 ...
仕佳光子(688313):2025年三季报点评:三季度利润显著增高,长期成长趋势向好
Shanghai Securities· 2025-10-21 11:55
[Table_Stock] 仕佳光子(688313) | [行业Table_Industry] : | 通信 | | --- | --- | | 日期: | shzqdatemark 2025年10月21日 | | [Table_Author] 分析师: | 刘京昭 | | E-mail: | liujingzhao@shzq.com | | SAC 编号: | S0870523040005 | | 联系人: | 杨昕东 | [Table_Rating] 买入(维持) [◼Table_Summary] 投资摘要 | 最新收盘价(元) | 58.88 | | --- | --- | | 12mth A 股价格区间(元) | 13.62-86.17 | | 总股本(百万股) | 458.80 | | 无限售 A 股/总股本 | 98.91% | | 流通市值(亿元) | 267.20 | [Table_QuotePic] 最近一年股票与沪深 300 比较 -9% 57% 122% 187% 253% 318% 384% 449% 514% 10/24 01/25 03/25 05/25 08/25 10/25 仕 ...
通信设备板块10月21日涨5.9%,仕佳光子领涨,主力资金净流入62.02亿元
证券之星消息,10月21日通信设备板块较上一交易日上涨5.9%,仕佳光子领涨。当日上证指数报收于 3916.33,上涨1.36%。深证成指报收于13077.32,上涨2.06%。通信设备板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | 67.71 | 15.00% | 43.41万 | | 27.68亿 | | 300502 | 新易盛 | 365.42 | 10.99% | 61.47万 | | 216.41亿 | | 300308 | 中际旭创 | 441.50 | 9.55% | 56.52万 | 1 | 244.36 Z | | 688205 | XD德科立 | 109.30 | 7.89% | 13.44万 | | 14.35 亿 | | 601869 | 长飞光纤 | 87.98 | 6.86% | 25.69万 | | 22.29亿 | | 301205 | 联特科技 | 95.80 | 6.55% | 8.02万 ...
F5G概念板块领涨,上涨3.52%
Di Yi Cai Jing· 2025-10-21 06:40
F5G概念板块领涨,上涨3.52%,其中中际旭创上涨6.21%,仕佳光子上涨2.92%,剑桥科技上涨2.7%, 天地科技、星网锐捷、亨通光电涨超2%。(AI生成) ...
A股异动丨1.6T光模块加单!CPO概念股继续走强,中际旭创涨超10%,新易盛涨超8%
Ge Long Hui A P P· 2025-10-21 03:41
格隆汇10月21日|A股市场CPO概念股继续走强,截至半日收盘,中富电路涨超12%,仕佳光子、中际 旭创涨超10%,汇绿生态10CM涨停,新易盛涨超8%,立讯精密涨超7%,斯瑞新材、德科立涨超6%, 杰普特涨超5%。 消息面上,兴证通信产业链调研显示,1.6T光模块需求持续上调。海外大客户近期上修2026年1.6T光模 块采购计划,部分客户提前锁定明年产能,行业总需求预计从1000万上修到1500万,再到近期的2000万 只,主要系GB300与后续Rubin平台加速部署,AI训练与推理网络带宽需求快速增长,1.6T产品进入量 产放量。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300814 | 中富电路 | 1 | 12.35 | 106亿 | 70.78 | | 688313 | 仕佳光子 | 1 | 10.50 | 298亿 | 297.60 | | 300308 | 中际旭创 | 1 | 10.17 | 4933 乙 | 261.30 | | 001267 | 汇绿生态 | 1 | 10.0 ...
仕佳光子股价涨5.3%,恒越基金旗下1只基金重仓,持有44.02万股浮盈赚取137.34万元
Xin Lang Cai Jing· 2025-10-21 03:02
Group 1 - The core viewpoint of the news is that Shijia Photon has seen a stock price increase of 5.3%, reaching 62.00 CNY per share, with a trading volume of 948 million CNY and a turnover rate of 3.44%, resulting in a total market capitalization of 28.446 billion CNY [1] - Shijia Photon, established on October 26, 2010, and listed on August 12, 2020, operates in three main business segments: optical chips and devices, indoor optical cables, and cable materials. The revenue composition is as follows: optical chips and devices 70.52%, indoor optical cables 15.11%, cable polymer materials 12.66%, and others 1.72% [1] Group 2 - From the perspective of fund holdings, Hengyue Fund has a significant position in Shijia Photon, with its Hengyue Growth Selected Mixed A Fund (010622) holding 440,200 shares, accounting for 3.14% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 1.3734 million CNY [2] - The Hengyue Growth Selected Mixed A Fund was established on February 9, 2021, with a current scale of 348 million CNY. Year-to-date returns are 57.81%, ranking 364 out of 8162 in its category, while the one-year return is 37.41%, ranking 1521 out of 8024. Since inception, the fund has experienced a loss of 21.98% [2]
140家公司公布三季报 24家业绩增幅翻倍
(文章来源:证券时报网) 证券时报·数据宝统计,截至10月21日,有140家公司公布2025年三季报,其中103家净利润同比增长, 37家同比下降,101家营业收入同比增长,39家同比下降,净利润和营业收入同时增长的公司有光华科 技等85家,利润收入均下降的有容百科技等21家,业绩增幅翻倍的公司有24家,其中光华科技增幅最 大,达1233.70%。(数据宝) | 688668 | 鼎通科 | 1.2700 | 17657.20 | 125.39 | 115619.72 | 64.45 | | --- | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | | 300690 | 双一科 | 0.8700 | 14453.71 | 125.25 | 72993.19 | 15.41 | | | 技 | | | | | | | 000633 | 合金投 | 0.0188 | 725.81 | 124.87 | 22980.72 | 54.61 | | | 资 | | | | | | | 300221 | 银禧科 | 0.1853 | 8471.41 | 116 ...
F5G概念板块上涨 中际旭创上涨6.21%
Mei Ri Jing Ji Xin Wen· 2025-10-21 02:01
每日经济新闻 每经AI快讯,F5G概念板块领涨,上涨3.52%,其中中际旭创上涨6.21%,仕佳光子上涨2.92%,剑桥科 技上涨2.7%,天地科技、星网锐捷、亨通光电涨超2%。 ...
仕佳光子前三季扣非暴增12倍 订单大涨存货增83%加紧备库
Chang Jiang Shang Bao· 2025-10-21 00:04
Core Viewpoint - The company Shijia Photon (688313.SH) has reported significant growth in its financial performance for the first three quarters of 2025, driven by increased orders in optical chips and devices, indoor optical cables, and polymer materials [1][2][3]. Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 1.56 billion yuan, representing a year-on-year increase of 113.96% [1][2]. - The net profit attributable to shareholders reached 300 million yuan, up 727.74% year-on-year [1][2]. - The non-recurring net profit was 297 million yuan, showing a remarkable increase of 1210.13% compared to the previous year [1][2]. - In Q3 2025 alone, the company reported a revenue of 568 million yuan, a growth of 102.5% year-on-year, and a net profit of 83.07 million yuan, up 242.52% [2]. Market and Product Development - The growth in performance is attributed to the rapid expansion of the data communication market driven by artificial intelligence [2][3]. - The company has seen a significant increase in orders for its main products, including optical chips and devices, indoor optical cables, and polymer materials [1][2][3]. - The company has also made breakthroughs in product development, including the mass production of 800G/1.6T optical modules and the development of high-temperature resistant FAU devices [4]. Inventory and R&D Investment - As of the end of Q3 2025, the company's inventory amounted to 593 million yuan, an increase of approximately 83% from the beginning of the year [1][3]. - R&D expenses have been on the rise, with expenditures reaching 97.74 million yuan in the first three quarters of 2025, a year-on-year increase of 22.05% [4]. Strategic Moves - The company is actively integrating its supply chain, having announced the acquisition of a 53% stake in Fokexima for 326 million yuan, with the total valuation of Fokexima at 615 million yuan [5]. - The company is also in the process of acquiring an additional 82.381% stake in Fokexima through a combination of share issuance and cash payment [5]. - A management change was announced simultaneously with the Q3 report, with the chairman stepping down as CEO to focus on governance and decision-making efficiency [5].
A股首批三季报出炉:这家营收飙增24倍
Di Yi Cai Jing· 2025-10-20 08:54
Core Insights - A-share listed companies have begun releasing their Q3 reports, with 79 companies reporting, of which 66 are profitable and 13 are in loss [2][3] - The AI industry continues to show strong performance, with leading domestic AI chip company Cambricon reporting a nearly 24-fold increase in revenue year-on-year [2][8] - Zijin Mining is the largest company in terms of revenue and net profit, achieving revenues of 254.2 billion yuan and a net profit of 37.864 billion yuan, with significant growth driven by rising gold prices [3][5] Revenue Performance - 11 companies reported revenues exceeding 10 billion yuan, with Zijin Mining, Haida Group, and Jintian Co. leading the list [2] - 58 companies achieved positive revenue growth, while 7 companies saw revenue growth exceeding 50%, including Cambricon, Jiaao Environmental, and Shijia Photon [2][3] Profit Performance - 12 companies reported net profits exceeding 1 billion yuan, with Zijin Mining, Hikvision, and Fuyao Glass at the top [3] - 21 companies experienced net profit growth exceeding 50%, with Guanghua Technology, Shijia Photon, and Shentong Technology leading the increase [3] Notable Company Updates - Fuyao Glass completed a management transition, with Cao Dewang stepping down as chairman but remaining involved in the company [5] - Fuyao Glass reported revenues of 33.302 billion yuan and a net profit of 7.064 billion yuan, reflecting year-on-year growth of 17.62% and 28.93% respectively [5] Declining Performance - 12 companies, including Pianzaihuang, reported declines in both revenue and net profit, with Pianzaihuang experiencing a revenue drop of 11.93% and a net profit decline of 20.74% [5][6] - Shangwei Co. and Rongbai Technology reported revenue declines exceeding 20% and net profit declines over 200% [6] AI Industry Highlights - Cambricon reported revenues of 4.607 billion yuan, a year-on-year increase of 23.86 times, and a net profit of 1.605 billion yuan [8] - Haiguang Information achieved revenues of 9.49 billion yuan, a growth of 54.65%, and a net profit of 1.961 billion yuan, up 28.56% [9] - Shijia Photon reported revenues of 1.56 billion yuan, a growth of 113.96%, and a net profit increase of 727.74% [9]