影视院线板块上涨 今天上午，大消费表现活跃，影视院线、旅游酒店等板块上涨。其中，影视院线板块领涨，横店影视、幸福蓝海等个股大涨。 | | V | 影视院线 1780.23 1.82% | | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10) | 资金 | 板块分? | | 名称代码 | | 最新 | 涨幅 ◆ | 流通市值 | | 横店影视 融 603103 | | 25.50 | 10.01% | 162亿 | | 2天2板 最终涨停09:37 | | | | | | 光线传媒 融 300251 | | 19.86 | 8.76% | 551亿 | | 辛福蓝海 创 300528 | | 22.12 | 7.90% | 82.4 Z | | 金逸影视 000000 | | 12.27 | 6.14% | 42.9亿 | 昨天，现货黄金首次突破5500美元/盎司关口，盘中一度逼近5600美元/盎司关口。今天上午，现货黄金、现货白银双双大跌，其中，现货黄金盘中失守 5200美元/盎司关口。 有色金属板块上午大跌，有色双巨头紫金矿业、洛阳钼业分别跌超8% ...

Group 1 - The core viewpoint of the news highlights a significant rebound in computing hardware stocks, with notable increases in share prices for several companies [1] - LianTe Technology experienced a nearly 10% increase in stock price, reaching a historical high [1] - Tianfu Communication and Changfei Optical Fiber both saw stock price increases exceeding 8%, also achieving historical highs [1] Group 2 - Other companies such as Shijia Photon, Hengtong Optic-Electric, Dekoli, and Xinyi Sheng also experienced stock price increases, indicating a broader positive trend in the sector [1]

Core Viewpoint - The optical communication chip market in China is experiencing continuous growth driven by advancements in artificial intelligence, data center expansion, consumer electronics, and 5G deployment, with significant increases in production and demand projected for the coming years [1][4]. Industry Definition and Classification - Optical communication chips are defined as chips that enable the conversion of optical and electrical signals and are essential for the transmission of optical communication signals [1][3]. - These chips can be categorized into laser chips and detector chips, with further classifications based on their emission structure [1][3]. Current Industry Status - The global demand for optical communication chips is surging due to the rapid development of new information technologies such as mobile internet, 5G, and cloud computing [4]. - In China, the demand for optical communication chips is expected to reach 1.198 billion units by 2024, with a market size of 15.16 billion yuan, and further growth is anticipated in subsequent years [4][5]. Market Size and Growth Projections - By 2024, China's optical communication chip production is projected to grow to 867 million units, with demand reaching 1.198 billion units and a market size of 15.16 billion yuan [1][4]. - The market size is expected to increase to approximately 16.02 billion yuan by 2025, with continued rapid growth anticipated through 2026 [1][4]. Industry Chain - The optical communication chip industry chain consists of upstream materials and equipment, midstream chips and modules, and downstream application markets, with a focus on domestic production and high-speed upgrades [5][6]. Industry Barriers - The optical communication chip industry faces high entry barriers due to significant capital investment, core technology accumulation, and brand recognition, with a strong reliance on intellectual property protection [5][6]. Competitive Landscape - China is becoming a significant player in the global optical communication chip market, with several domestic companies, such as Huagong Technology and Guangxun Technology, leading in technology and production capacity [5][6]. - The market share of Chinese optical communication chip manufacturers is increasing, with notable advancements in high-speed optical communication chips [5][6]. Research and Development Trends - Future trends in optical communication chip development include green communication, silicon photonics technology, and photonic integrated circuit (PIC) technology, which are expected to drive innovation and efficiency in the industry [12][14][16]. - The focus on large-capacity transmission and all-optical networks is also highlighted as key areas for future development [16][17].

◎记者 何昕怡 产销两旺 出海势头强劲 Wind数据显示，截至1月29日17时，近250家科创板公司"透底"2025年业绩相关情况，其中125家公司预 计实现盈利，占比约五成。从归母净利润增幅看，67家公司同比预计实现正增长（剔除扭亏），其中29 家公司业绩实现倍增。 从细分行业和属性来看，受益于市场需求复苏、主业提质增效、出海势头迅猛，半导体、生物医药、人 工智能等新兴产业景气度攀升，以亮眼业绩尽显科创风采。 产品销售放量、出海势头强劲等关键要素，勾勒出2025年科创板公司的发展轮廓。 "公司核心产品注射用紫杉醇聚合物胶束（紫杉醇胶束）于2025年正式纳入国家医保目录，在市场准入 与用药人数上大幅提高，带动公司全年营收与利润的显著增长。"上海谊众表示。据悉，该产品于2021 年成为国内首个获批上市的紫杉醇胶束制剂，主要针对晚期非小细胞肺癌适应症。 臻镭科技表示：报告期内，受国内特种行业周期影响，公司特种集成电路行业下游客户的产品需求有所 增加；同时公司积极把握卫星通信领域市场机遇，项目交付能力显著提升，整体推动销售收入实现高速 增长。 当前，国际化已成为上市公司高质量发展的主要路径之一。2025年，在海外市 ...

Group 1 - The company emphasizes the importance of protecting the legal rights of all shareholders, particularly small and medium-sized shareholders [1] - The company strictly adheres to information disclosure rules and fulfills its obligations in a timely manner [1]

Core Viewpoint - The company's operating performance in 2025 will be influenced by multiple factors, including asset impairment provisions and exchange rate fluctuations, indicating that exchange rates are not the sole factor affecting profits [1]. Group 1 - The company, Shijia Photon, responded to investor inquiries on January 29, highlighting concerns regarding its future performance [1]. - The impact of exchange rate fluctuations on the company's profits is acknowledged, but it is emphasized that this is not the only influencing factor [1].

证券日报网讯1月29日，仕佳光子在互动平台回答投资者提问时表示，硅光模块用CW DFB激光器已获 得业内客户验证并实现小批量出货，公司正持续跟进客户反馈，全力推进产品验证深化及量产筹备落地 等工作，相关重大进展将严格按照法律法规及监管要求，及时、准确、完整履行信息披露义务。 ...

证券日报网讯 1月29日，仕佳光子在互动平台回答投资者提问时表示，《2025年年度业绩预告》已于 2026年1月28日在上海证券交易所官网发布。公司高度重视资本市场表现与全体股东的合法权益，将市 值管理与公司日常经营发展深度融合，通过深耕主营业务、提升经营质量、增强核心竞争力与可持续发 展能力，为股东创造长期价值。关于股东股票质押事项，公司将持续关注相关变动情况，若出现触及信 息披露标准的重大事项，将严格按照法律法规及监管要求，及时、准确、完整地履行信息披露义务。后 续公司将严格依规做好信息披露工作，进一步加强与资本市场的常态化沟通交流，充分保障投资者的知 情权。 （文章来源：证券日报） ...

证券代码：688313 证券简称：仕佳光子 公告编号：2026-003 河南仕佳光子科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金暨 关联交易事项的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本次交易概述 河南仕佳光子科技股份有限公司（以下简称"公司"或"上市公司"）拟 通过发行股份及支付现金方式购买东莞福可喜玛通讯科技有限公司（以下简称 "福可喜玛"）股权并募集配套资金（以下简称"本次交易"）。本次交易完 成后，福可喜玛将成为上市公司的控股子公司。本次交易预计构成关联交易， 但不构成重大资产重组及重组上市。 二、本次交易进展情况 根据上海证券交易所相关规定，经公司申请，公司股票（证券简称：仕佳 光子，证券代码：688313）于 2025 年 6 月 30 日（星期一）开市起停牌，预计 停牌时间不超过 10 个交易日。具体内容详见公司分别于 2025 年 6 月 28 日、 2025 年 7 月 5 日在上海证券交易所网站（www.sse.com.cn）披露的《关于筹划 发行股份及支付现金 ...

有投资者在互动平台向仕佳光子提问：CW光源客户验证进展情况如何，哪些产品批量出货，哪些产品 小批量出货？仕佳光子回复称，关于公司CW光源相关业务进展，目前硅光模块用CW DFB激光器已获 得业内客户验证并实现小批量出货，相关信息已于2025年7月30日披露的半年度报告中详细说明。公司 正持续跟进客户反馈，全力推进产品验证深化及量产筹备落地等工作，相关重大进展将严格按照法律法 规及监管要求，及时、准确、完整履行信息披露义务。 ...