从资金流向上来看，当日通信设备板块主力资金净流出37.88亿元，游资资金净流入3.14亿元，散户资金 净流入34.73亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002017 | 东信和平 | 24.39 | -10.00% | 132.46万 | 33.27 Z | | 002104 | 恒宝股份 | 19.77 | -7.83% | 181.65万 | 36.61亿 | | 688313 | 仕佳光子 | 61.80 | -7.60% | 51.54万 | 31.41亿 | | 003040 | 楚大龙 | 23.10 | -7.49% | 47.11万 | 11.22亿 | | 000851 | *ST高鸿 | 2.03 | -5.14% | 67.53万 | 1.39 Z | | 688143 | 长雷通 | 41.66 | -4.05% | 2.23万 | 9338.85万 | | 300698 | 万马科技 | 43.02 | -3.63% ...

Core Insights - The company achieved significant growth in its financial performance, with a revenue of 993 million yuan, representing a year-on-year increase of 121.12%, and a net profit of 217 million yuan, reflecting a staggering growth of 1712.00% [1][2] Financial Performance - The company's revenue surged from 449 million yuan in the same period last year to 993 million yuan, marking a growth rate of 121.12% [2] - The net profit attributable to shareholders reached 217 million yuan, a year-on-year increase of 1712.00%, while the net profit excluding non-recurring items was 214 million yuan, up 12667.42% [2] - The net cash flow from operating activities improved significantly, amounting to 11.16 million yuan, with a notable cash inflow of 67.52 million yuan in the second quarter [2] Market Dynamics - The growth in the company's performance is closely linked to structural changes in the global optical communication market, driven by the increasing demand for AI computing power [3] - The global fiber access network is experiencing a significant increase in gigabit penetration, transitioning into the promotion of 10-gigabit networks [3] - Major tech companies are expected to increase capital expenditures significantly, with a projected total of 297.2 billion yuan for 2025, reflecting a 36.8% year-on-year growth [3] Product Development and Market Position - The company has launched several high-speed optical modules and core chips, including the AWG chips for 1.6T optical modules, which have been validated by clients [3] - The company's DWDM AWG products have been successfully integrated into the supply chains of major domestic and international equipment manufacturers [4] - The company has established a complete IDM business system covering chip design, wafer manufacturing, chip processing, and packaging testing, enhancing its self-controlled capabilities [4] Industry Trends - The telecommunications market is expanding, with significant investments expected from global telecom operators, projected to reach 900 billion dollars from 2021 to 2025 [5] - The domestic "East Data West Computing" project and backbone network upgrades are anticipated to further drive demand for high-capacity, multi-channel, broadband DWDM AWG chips and modules [6] - The company plans to increase R&D investment in optical chips and devices, aligning with industry trends towards "passive + active" optoelectronic integration [6]

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with total revenue reaching 993 million and a year-on-year growth of 121.12% [1] - Net profit attributable to shareholders was 217 million, reflecting a remarkable growth of 1712.00% [1] - The growth in performance is primarily driven by advancements in artificial intelligence and a rapid expansion in the data communication market [1] Revenue Breakdown - In the first half of 2025, revenue from optical chips and devices amounted to 700 million, accounting for 70.52% of total revenue [2] - Revenue from indoor optical cables was 150 million, representing 15.11% of total revenue [2] - Revenue from polymer materials for cables reached 126 million, making up 12.66% of total revenue [2] International Performance - The company's overseas revenue was 452 million, showing a substantial year-on-year increase of 323.59%, which constituted 45.50% of total revenue [2]

Group 1 - Several high-profile stocks experienced significant declines, with Construction Industry hitting the limit down, and companies like China Tungsten High-Tech, Dongxin Peace, Bank of China Securities, Honghe Technology, Shijia Photon, and Shenghe Resources dropping over 8% [1]

Core Viewpoint - The company, Shijia Photonics, reported significant growth in its H1 2025 performance, with revenue and net profit showing remarkable increases compared to the previous year, driven by the rapid growth in the data communication market and enhanced product competitiveness [2][5]. Financial Performance - Revenue for H1 2025 reached 992,625,258.44 yuan, a year-on-year increase of 121.12% [3]. - Net profit attributable to shareholders was 216,647,485.66 yuan, reflecting a 1712% increase from the same period last year [2][3]. - The net profit after deducting non-recurring gains and losses was 213,769,856.23 yuan, up 12,667.42% year-on-year [2][3]. - Total assets as of June 30, 2025, amounted to 2,315,786,441.1 yuan, a 29.94% increase compared to the previous year [2][3]. - Shareholders' equity reached 1,391,061,957.68 yuan, marking a 16.06% increase year-on-year [2][3]. Earnings Per Share - Basic earnings per share (EPS) for H1 2025 was 0.4793 yuan, up 1715.53% from 0.0264 yuan in the same period last year [4]. - Diluted EPS also stood at 0.4793 yuan, reflecting the same percentage increase [4]. - The weighted average return on equity increased to 16.56%, up 15.51 percentage points from the previous year [4]. Cash Flow - The net cash flow from operating activities increased by 158.09% year-on-year, totaling 11,158,905.71 yuan, with a significant improvement in the second quarter [5]. - The first quarter reported a negative cash flow of -56,360,635.99 yuan, while the second quarter showed a positive cash flow of 67,519,541.7 yuan, indicating a turnaround [5]. Research and Development - R&D expenditure accounted for 6.19% of revenue, a decrease of 5.81 percentage points compared to the previous year, attributed to higher revenue growth outpacing R&D investment growth [6]. - Total R&D investment for the period was 61,417,830.81 yuan, representing a 14.01% increase year-on-year [6]. Market and Product Insights - The company’s main business includes PLC optical splitter chips, AWG chips and components, VOA chips, and various optical devices, with applications in data communication, telecommunications, and sensing markets [5]. - The significant increase in performance is attributed to the rapid growth in the data communication market driven by artificial intelligence, improved product competitiveness, and increased customer recognition [5].

证券时报·数据宝统计，7月30日共有16家公司公布2025年半年报，其中13家净利润同比增长，3家同比 下降，14家营业收入同比增长，2家同比下降，净利润和营业收入同时增长的公司有仕佳光子等12家， 净利润和营业收入均下降的有键邦股份等1家，业绩增幅翻倍的公司有5家，其中仕佳光子增幅最大，达 1712.00%。（数据宝） | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 688313 | 仕佳光 子 | 0.4793 | 21664.75 | 1712.00 | 99262.53 | 121.12 | | | 华康洁 | | | | | | | 301235 | 净 | 0.1900 | 1868.30 | 273.48 | 83491.15 | 50.73 | | 600078 | 澄星股 份 | 0.0280 | 1856.12 | 211.08 | 177611.77 | 9.85 | | ...

Group 1 - The A-share CPO sector has experienced a short-term decline, with Shijia Photon falling over 7% [1] - Other companies such as Jingwang Electronics, Shengyi Electronics, Xinyi Sheng, and Xuguang Electronics also saw a decline in their stock prices [1]

共封装光学(CPO)板块短线走低，仕佳光子跌超7%，景旺电子（603228）、生益电子、新易盛 （300502）、旭光电子（600353）等跟跌。 ...

公司摊薄每股收益为0.48元，较去年同报告期摊薄每股收益增加0.45元，实现2年连续上涨，同比较去年 同期上涨1715.53%。 公司最新总资产周转率为0.48次，较去年同期总资产周转率增加0.19次，实现2年连续上涨，同比较去年 同期上涨62.58%。最新存货周转率为1.45次。 公司股东户数为2.48万户，前十大股东持股数量为2.03亿股，占总股本比例为44.29%，前十大股东持股 情况如下： 2025年7月30日，仕佳光子(688313.SH)发布2025年中报。 公司营业总收入为9.93亿元，较去年同报告期营业总收入增加5.44亿元，实现2年连续上涨，同比较去年 同期上涨121.12%。归母净利润为2.17亿元，较去年同报告期归母净利润增加2.05亿元，实现2年连续上 涨，同比较去年同期上涨1712.00%。经营活动现金净流入为1115.89万元，较去年同报告期经营活动现 金净流入增加3036.94万元。 公司最新资产负债率为39.93%。 公司最新毛利率为37.38%，较去年同期毛利率增加13.56个百分点，实现2年连续上涨。最新ROE为 15.57%，较去年同期ROE增加14.53个百分点。 | ...

2025年7月30日，仕佳光子(688313.SH)发布2025年半年度报告。截至2025年7月29日，共有84个机构投 资者披露持有仕佳光子A股股份，合计持股量达1.83亿股，占仕佳光子总股本的39.91%。其中，前十大 机构投资者包括河南仕佳信息技术有限公司、鹤壁投资集团有限公司、香港中央结算有限公司、中国工 商银行股份有限公司-财通价值动量混合型证券投资基金、河南创业投资股份有限公司、中国工商银行 股份有限公司-财通成长优选混合型证券投资基金、中航机遇领航混合发起A、新华优选分红混合、易 方达科创板两年定开混合、汇添富科创板2年定开混合，前十大机构投资者合计持股比例达36.41%。相 较于上一季度，前十大机构持股比例合计上涨了3.55个百分点。 公募基金方面本期较上一季度持股减少的公募基金共计5个，包括新华优选分红混合、新华策略精选股 票、新华趋势领航混合、汇添富创新活力混合A、科创50增强ETF，持股减少占比达0.84%。本期较上 一季度新披露的公募基金共计75个，主要包括财通价值动量混合A、财通成长优选混合A、中航机遇领 航混合发起A、易方达科创板两年定开混合、汇添富科创板2年定开混合等。本期较上一 ...