Core Viewpoint - The company, Shijia Photon Technology Co., Ltd., anticipates significant growth in its 2025 financial performance, driven by the rapid development of artificial intelligence and increasing demand in the optical communication market [1][2]. Group 1: Financial Performance - The company expects to achieve approximately 2.129 billion yuan in revenue for 2025, representing a year-on-year increase of about 98.13% [1]. - The projected net profit attributable to shareholders is around 342 million yuan, reflecting a year-on-year growth of approximately 425.95% [1]. - The non-recurring net profit is expected to be about 341 million yuan, showing a year-on-year increase of approximately 607.73% [1]. Group 2: Market Drivers - The rapid growth in the AI sector has led to a surge in demand for high-quality components, which has significantly boosted the industry scale [2]. - The company has capitalized on its product advantages to seize market opportunities, resulting in substantial performance improvements [2][3]. - The demand for computing power servers has increased sharply due to AI development, which has created a strong need for multi-chip communication, including copper cables and optical communication modules [3]. Group 3: Operational Insights - The company has improved its operational management capabilities, enhanced cost control, and increased product yield, which have collectively strengthened its profitability [1]. - The company plans to make appropriate impairment provisions for certain assets based on prudent principles, which may impact its current performance [2]. - The fluctuation of the USD to RMB exchange rate has had a negative impact on the company's performance growth during the reporting period, as most exports are settled in USD [2].

Group 1 - Heng Rui Medicine's HRS-5346 tablets have been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [30][30] - Yuguang Jin Lead announced a significant short-term stock price increase of 45.01% over five consecutive trading days, raising concerns about the uncertainty of future silver prices [31] - Dongcai Technology's actual controller and vice chairman has been detained and investigated, but the company states that this will not significantly impact its normal operations [32] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [33] - Jingpin Special Equipment has been banned from participating in procurement activities for the armed police force for three years, which will have a limited impact on its overall revenue [34] - Nanhua Futures' overseas subsidiary has obtained membership approval for the Nodal Exchange, allowing it to trade and clear related products [35] Group 3 - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss of 299 million yuan in the previous year due to market recovery and operational improvements [38] - Deep South Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by growth in AI computing power and storage market demand [39] - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from a loss of 954 million yuan the previous year [40] Group 4 - Nanya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to the recovery in the copper-clad laminate industry [41] - CanSino Biologics expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [42] - Zhiguang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a loss of 326 million yuan due to rapid growth in its energy storage business [43] Group 5 - Dongfang Securities expects a net profit increase of 67.8% in 2025, supported by growth in its core investment banking and wealth management businesses [44] - King Long Motors forecasts a net profit of approximately 463.26 million yuan in 2025, reflecting a 193.68% increase due to steady growth in overseas markets [45] - Zhenray Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits and satellite communication markets [46] Group 6 - Yongding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, representing an increase of 225.66% to 388.48% due to investment income from its joint ventures [47] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase driven by rising prices of tungsten and rare earth materials [48] - Guodun Quantum expects to achieve a net profit of around 5 million yuan in 2025, reversing a loss from the previous year due to growth in the quantum computing sector [49] Group 7 - Shijia Photon anticipates a net profit of approximately 342 million yuan in 2025, reflecting a growth of around 426% due to increased orders in optical chips and cables [50] - Ningbo Fubang expects a net profit of 50 million to 70 million yuan in 2025, with a significant increase of 3099.59% to 4379.43% driven by rising silver prices and non-recurring gains [51] - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share, reflecting confidence in its future development [52]

证券代码：688313 证券简称：仕佳光子 公告编号：2026-002 河南仕佳光子科技股份有限公司 2025年年度业绩预告 3、归属于上市公司股东的扣除非经常性损益后的净利润34,070万元左右，与上年同期相比，增额29,256 万元左右，增幅607.73%左右。 （三）以上预告数据，系财务部门初步测算，未经审计机构审计。 二、上年同期业绩情况和财务状况 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、本期业绩预告情况 （一）业绩预告期间 2025年（2025年1月1日至2025年12月31日）。 （二）业绩预告情况 1、营业收入212,900万元左右，与上年同期相比，增额105,447万元左右，增幅98.13%左右。 2、归属于上市公司股东的净利润34,150万元左右，与上年同期相比，增额27,657万元左右，增幅 425.95%左右。 （二）归属于上市公司股东的净利润、扣除非经常性损益后的净利润增长的原因：主要系营业收入同比 增加，持续提高运营管控能力，加强降本增效工作，提高产品良率，产品竞争力增强，盈利能力提高 ...

Market Overview - Major indices showed mixed performance with the STAR 50 up by 1.51%, ChiNext Index up by 0.71%, Shanghai Composite Index up by 0.18%, Shenzhen Component Index up by 0.09%, and North Exchange 50 down by 0.05% [1] - TMT sector led the gains with SW discrete devices up by 5.70%, SW analog chip design up by 3.60%, and SW integrated circuit packaging and testing up by 3.59% [1] - TMT sector faced declines with SW security equipment down by 1.11%, SW other computer equipment down by 1.07%, and SW education publishing down by 1.03% [1] Domestic News - Lanke Technology announced the launch of high-performance active electrical cable solutions based on PCIe 6.x/CXL 3.x standards, aimed at supporting data centers transitioning from single-rack to multi-rack architectures [2] - The Chinese semiconductor market is projected to grow by 31.26% by Q4 2026, reaching a market size of $546.5 billion [2] - Guokewai announced price adjustments for its solid-state storage chips and SSD controllers, with increases ranging from 20% to 80%, particularly for enterprise-grade SSDs and high-end DDR products [2] - Hefei Guoxian's 8.6-generation AMOLED production line project is 65% complete, with cleanroom delivery expected in Q2 this year [2] Overseas News - Micron has begun construction on an advanced wafer manufacturing facility in Singapore, planning to invest approximately $24 billion over 10 years, with production expected to start in the second half of 2028 [2] - Counterpoint Research forecasts that global shipments of AI server-specific ASICs will triple by 2027 compared to 2024, driven by strong demand for Google's TPU infrastructure and AWS Trainium clusters [2] - Microsoft launched the new AI accelerator, Microsoft Azure Maia 200, with a peak FP4 computing power of 10 petaflops, three times that of Amazon's Trainium3 [2] - The U.S. Patent and Trademark Office rejected Yangtze Memory Technologies Co.'s request to invalidate two core patents of Micron related to 3D NAND flash memory manufacturing processes [2] AI Insights - DeepSeek released OCR 2, utilizing an innovative DeepEncoder V2 method to dynamically adjust visual token distribution based on image content [3] - Vidu launched the world's first video generation model supporting "everything can be referenced," allowing users to replicate effects and edit videos with ease [3] - Kimi released the open-source K2.5 model, achieving state-of-the-art performance in various benchmarks and supporting multi-modal inputs [3] - Alibaba introduced the Qwen3-Max-Thinking model, with over 1 trillion parameters and significant improvements across multiple dimensions, comparable to leading models like GPT-5.2-Thinking [3] Industry Tracking - Guoxing Aerospace disclosed plans for the world's first space computing network serving silicon-based intelligences, aiming to establish a comprehensive computing infrastructure by 2035 [4] - The "Stone Worker Zhuoling" ultrasonic Lamb wave scanning imaging logging instrument has been successfully applied in major oil fields, enhancing wellbore integrity diagnostics [4] - China's machine tool exports surged by 18% year-on-year, capturing a 21.6% global market share, surpassing Germany for the first time [4] - Zhejiang Renxing completed a 450 million yuan Pre-A round financing for its humanoid robots, which are already deployed in leading companies across various sectors [4] Earnings Updates - Gallen Electronics expects 2025 revenue of approximately 487 million yuan, a year-on-year increase of 16.21%, with a projected net profit of 36 million yuan [5] - Lante Optical anticipates a net profit of 375 to 400 million yuan for 2025, representing a year-on-year growth of 70.04% to 81.38% [5] - Nanya New Materials forecasts a net profit of 220 to 260 million yuan for 2025, a significant increase of 337.20% to 416.69% year-on-year [5] - Shijia Photon expects 2025 revenue to reach 2.129 billion yuan, a year-on-year growth of approximately 98.13%, with a projected net profit of 342 million yuan [5]

一、停复牌 嘉事堂：股东光大实业筹划公司股权转让，股票停牌。 二、回购 片仔癀：控股股东九龙江集团拟3亿元-5亿元增持公司股份。创新药PZH2113胶囊Ⅰ期临床试验完成首 例受试者入组，国内外暂无相同适应症的同靶点药品获批上市。 三、并购重组 泰凌微：拟通过发行股份及支付现金方式收购磐启微100%股权。 四、经营 1、百通能源：拟通过全资子公司图达铝业与安哥拉共和国丹德港发展有限公司签订《投资意向协 议》，拟以自有及自筹资金约4亿美元对外投资，并设立全资公司百通图达（安哥拉）铝业有限公司。 2、普洛药业：与杭州德睿智药科技有限公司签订《战略合作框架协议》，开展CDMO项目的长期合 作。 3、诺德股份：拟对全资子公司青海电子2010年投资建设的二厂1.5万吨生产线设备实施更新改造，项目 总投资估算为人民币1.68亿元；改造完成后，生产范围将从原有设计规格为6-8微米及以上常规锂电铜 箔，拓展至具备4.5微米及以下高端锂电铜箔的量产能力。 五、业绩变动 1、国泰海通：2025年净利润为275.33亿元至280.06亿元，同比增加111%至115%。财富管理、机构与交 易等业务收入同比显著增长。 6、南亚新材：20 ...

智通财经APP讯，仕佳光子(688313.SH)发布公告，公司预计2025年归属于上市公司股东的净利润3.42亿 元左右，与上年同期相比，增额2.77亿元左右，增幅425.95%左右。 ...

仕佳光子2025年三季报显示，前三季度公司主营收入15.6亿元，同比上升113.96%；归母净利润3.0亿 元，同比上升727.74%；扣非净利润2.97亿元，同比上升1210.13%；其中2025年第三季度，公司单季度 主营收入5.68亿元，同比上升102.5%；单季度归母净利润8307.03万元，同比上升242.52%；单季度扣非 净利润8278.57万元，同比上升294.95%；负债率42.08%，投资收益-6.71万元，财务费用-43.32万元，毛 利率34.59%。 公告中解释本次业绩变动的原因为： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，仕佳光子发布业绩预告，预计2025年全年扣非后净利润盈利约3.41亿元。 (一)营业收入增长原因:受人工智能发展驱动,数通市场快速增长,公司适应市场需求,产品竞争优势凸显,客 户认可度提高。光芯片和器件、室内光缆、线缆高分子材料的产品订单较上年同期实现不同程度增长。 (二)归属于上市公司股东的净利润、扣除非经常性损益后的净利润增长的原因:主要系营业收入同比增 加,持 ...

Group 1 - Heng Rui Medicine's HRS-5346 tablet has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [2] - Yu Guang Jin Lead announced a significant stock price increase of 45.01% over five trading days, expressing uncertainty about the future price of silver [3] - Dongcai Technology's actual controller and vice chairman has been detained for investigation, but the company states that this will not significantly impact its normal operations [4] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [5] - Jingpin Special Equipment has been banned from participating in procurement activities for three years, but the impact on overall operations is considered limited [6] - Nanhua Futures' overseas subsidiary has obtained membership at the Nodal Exchange, allowing it to trade and clear related products [7] Group 3 - Di'er Laser is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy [8] - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss from the previous year due to market improvements [10] - Shen Nan Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by demand in AI computing and smart automotive sectors [11] Group 4 - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from the previous year's loss [12] - Nan Ya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to a recovery in the copper-clad laminate industry [13] - CanSino expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [14] Group 5 - Zhi Guang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a previous loss due to growth in its energy storage business [15] - Dongfang Securities expects a net profit increase of 67.8% in 2025, benefiting from capital market opportunities [17] - Jinlong Automobile forecasts a net profit increase of 193.68% in 2025, supported by growth in overseas markets [18] Group 6 - Zhen Lei Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits [19] - Yong Ding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, reflecting significant growth from investment income [20] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase year-on-year [21] Group 7 - Guo Dun Quantum expects a net profit of 5 million yuan in 2025, marking a return to profitability [22] - Shi Jia Photon forecasts a net profit increase of approximately 426% in 2025, driven by growth in optical chip orders [23] - Ningbo Fubang anticipates a net profit increase of 3099.59% to 4379.43% in 2025, largely due to rising silver prices and significant non-recurring gains [24] Group 8 - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share [26] - Aonong Biological announced plans for multiple shareholders to reduce their stakes [28] - Pizaihuang's controlling shareholder intends to increase its stake by 300 million to 500 million yuan [29]

证券之星消息，仕佳光子发布业绩预告，预计2025年全年营业收入21.29亿元。 公告中解释本次业绩变动的原因为： (一)营业收入增长原因:受人工智能发展驱动,数通市场快速增长,公司适应市场需求,产品竞争优势凸显,客 户认可度提高。光芯片和器件、室内光缆、线缆高分子材料的产品订单较上年同期实现不同程度增长。 (二)归属于上市公司股东的净利润、扣除非经常性损益后的净利润增长的原因:主要系营业收入同比增 加,持续提高运营管控能力,加强降本增效工作,提高产品良率,产品竞争力增强,盈利能力提高。(三)报告期 内,公司根据《企业会计准则》和公司计提资产减值的有关制度,基于谨慎性原则,对相关资产进行减值测 试后,拟对部分资产计提适当的减值准备,对公司本期业绩产生影响。(四)公司出口以美元结算为主,报告 期内美元兑人民币汇率波动,对本期业绩增长带来一定程度的负向影响。 仕佳光子2025年三季报显示，前三季度公司主营收入15.6亿元，同比上升113.96%；归母净利润3.0亿 元，同比上升727.74%；扣非净利润2.97亿元，同比上升1210.13%；其中2025年第三季度，公司单季度 主营收入5.68亿元，同比上升102. ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，仕佳光子1月27日晚间发布业绩预告，归属于上市公司股东的净利润约3.42亿元左右，与 上年同期相比，增额约2.77亿元左右，增幅425.95%左右。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 王晓波） ...