证券日报网讯仕佳光子9月10日在互动平台回答投资者提问时表示，大功率DFB激光器芯片是公司面向 高端应用开发的重要产品之一，可应用于数据中心高速互连与人工智能算力基础设施等高带宽、低功耗 需求场景。公司致力于通过持续研发保持相关产品技术的先进性与竞争力。本次光博会期间欢迎莅临11 号馆11B25仕佳光子展位交流。 ...

Group 1 - The core business of Fokexima includes the research, production, and sales of MT plug cores, components, and jumpers, among other MPO supporting parts [1]

格隆汇9月10日丨仕佳光子(688313.SH)在投资者互动平台表示，大功率DFB激光器芯片是公司面向高端 应用开发的重要产品之一，可应用于数据中心高速互连与人工智能算力基础设施等高带宽、低功耗需求 场景。公司致力于通过持续研发保持相关产品技术的先进性与竞争力。本次光博会期间欢迎莅临11号馆 11B25仕佳光子展位交流。 ...

Summary of Key Points Core Viewpoint The article provides an overview of the optoelectronic chip industry in China, highlighting key listed companies, their market positions, product offerings, and revenue projections for 2024. Group 1: Overview of Listed Companies - The main listed companies in the optoelectronic chip sector include Yuanjie Technology, Changguang Huaxin, Guangxun Technology, Shijia Photon, and Huagong Technology [1]. - The number of listed companies in the optoelectronic chip industry in A-shares is relatively small [1]. Group 2: Company Information and Market Position - Huagong Technology, established in 1999, has the highest registered capital at 1,005.50 million yuan, while Yuanjie Technology, founded in 2013, has the lowest at 85.95 million yuan [8]. - Guangxun Technology leads in patent numbers with 1,765, while Yuanjie Technology has the least with 34 [8]. - In terms of total market capitalization, Huagong Technology is at 50.335 billion yuan, while Changguang Huaxin is the lowest at 13.385 billion yuan [8]. Group 3: Product Layout and Capacity Comparison - Yuanjie Technology focuses on 100G EML laser chips and 25G DFB chips, with a planned production capacity of approximately 960,000 chips per year by 2024 and 20 million chips per year by 2026 [11][12]. - Changguang Huaxin plans to produce 100 million chips annually starting in 2025, covering multiple wavelength bands [11]. - Guangxun Technology has an annual production capacity of 120 million chips [11]. Group 4: Revenue Projections - For 2024, Yuanjie Technology's optoelectronic chip business is projected to account for nearly 100% of its total revenue, while Changguang Huaxin and Shijia Photon have relatively lower contributions [13]. Group 5: Business Planning and Development Strategies - Companies are focusing on technology research and development, product layout, market expansion, and capacity construction, with each having distinct strategies [13]. - Yuanjie Technology aims to enhance its high-end product offerings and expand into data center markets, while Changguang Huaxin is developing next-generation optical chip platform technologies [14].

数据显示，国泰基金旗下1只基金重仓仕佳光子。国泰中证2000ETF（561370）二季度持有股数800股， 占基金净值比例为0.31%，位居第一大重仓股。根据测算，今日浮盈赚取约2864元。 国泰中证2000ETF（561370）成立日期2023年9月13日，最新规模974.84万。今年以来收益27.54%，同 类排名1044/4222；近一年收益69.87%，同类排名807/3795；成立以来收益28.15%。 国泰中证2000ETF（561370）基金经理为麻绎文、刘昉元。 截至发稿，麻绎文累计任职时间2年30天，现任基金资产总规模68.94亿元，任职期间最佳基金回报 61.95%， 任职期间最差基金回报2.53%。 9月5日，仕佳光子涨5.05%，截至发稿，报74.48元/股，成交21.35亿元，换手率6.44%，总市值341.72亿 元。 资料显示，河南仕佳光子科技股份有限公司位于河南省鹤壁市淇滨区延河路201号，成立日期2010年10 月26日，上市日期2020年8月12日，公司主营业务涉及光芯片及器件、室内光缆、线缆材料三大板块,主 要产品包括PLC分路器芯片系列产品、AWG芯片系列产品、DFB激 ...

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | 1 | -11.13 | 4019亿 | 194.03 | | 300502 | 新易盛 | � | -10.14 | 3119亿 | 281.68 | | 601869 | 长飞光纤 | + | -9.75 | 615亿 | 172.43 | | 300394 | 天孚通信 | 体 | -8.96 | 1322亿 | 162.05 | | 300620 | 光库科技 | 彩 | -6.99 | 232亿 | 92.33 | | 688313 | 任佳光子 | 中 | -6.45 | 326亿 | 334.51 | | 300548 | 长芯博创 | | -5.51 | 341亿 | 152.72 | | 300570 | 太辰光 | ﮨ | -5.37 | 241亿 | 47.10 | | 301205 | 联特科技 | | -5.00 | 129亿 | 31.31 | | 688205 | 德科立 | 策 | -4.98 ...

Group 1 - The CPO concept in A-shares experienced a decline on September 8, with notable drops in stock prices [1] - Zhongji Xuchuang and Xinyi Sheng fell over 9%, while Tianfu Communication dropped over 8% [1] - Other companies such as Shijia Guangzi and Shenghong Technology also saw declines [1]

Core Viewpoint - The company Shijia Photon (688313) has experienced a stock price decline of 8.44% this week, closing at 76.0 yuan, after reaching a near one-year high of 88.99 yuan on September 2 [1]. Company Announcements - Shijia Photon plans to acquire the equity of Dongguan Fuke Xima Communication Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds. This transaction is expected to be classified as a related party transaction and does not constitute a major asset restructuring or listing restructuring [1][3]. - The company's stock was suspended from trading starting June 30, 2025, and resumed trading on July 11, 2025, after the board approved the transaction proposal [1][3]. - As of September 6, 2025, due diligence, auditing, and evaluation processes for the transaction are ongoing, and the company will disclose the results of the approvals from the board, shareholders, the Shanghai Stock Exchange, and the China Securities Regulatory Commission in a timely manner [1][3].

Core Viewpoint - The company, Shijia Photon, has increased its inventory primarily due to strategic stocking of key raw materials to better respond to customer delivery demands and shorten order fulfillment cycles [1] Group 1 - The increase in inventory is aimed at enhancing supply chain flexibility by moderately increasing reserves of certain general materials and semi-finished products [1] - The company emphasizes that the operational situation should be referenced from its publicly disclosed periodic reports [1]

Core Viewpoint - The company has established a comprehensive IDM (Integrated Device Manufacturer) business model in the optical communication field, which enhances its ability to respond to market demands and optimize production efficiency [1] Group 1: IDM Business Model - The company has built a full-process business system covering chip design, wafer manufacturing, chip processing, and packaging testing [1] - The IDM model allows the company to leverage the synergy between design and manufacturing, improving process levels and product development efficiency [1] - The company can dynamically adjust its production capacity layout to effectively match the future demand for new product launches [1]