关于筹划发行股份及支付现金购买资产并募集配套资 金的停牌进展公告 证券代码：688313 证券简称：仕佳光子 公告编号：2025-030 河南仕佳光子科技股份有限公司 特此公告。 河南仕佳光子科技股份有限公司（以下简称"公司"）正在筹划以发行股份 及支付现金的方式购买东莞福可喜玛通讯科技有限公司控股权并募集配套资金 （以下简称"本次交易"）。 鉴于上述事项尚处于筹划阶段，存在不确定性，为保证公平信息披露，维护 投资者利益，避免造成公司股价异常波动，根据上海证券交易所有关规定，经公 司申请，公司股票（证券简称：仕佳光子，证券代码：688313）自 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 公司于 2025 年 6 月 28 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购买资产并募集配套资金事项的停牌公告》（公告编 号：2025-029）。 截至本公告披露之日，公司有关各方正在积极推进本次交易事项的相关工作， 相关各方正在就本次交易方案进行沟通、协商和论证等工作。鉴于上述事项尚存 在不确定性，为维护广大投资者 ...

仕佳光子：拟收购东莞福可喜玛通讯科技有限公司，股票停牌 金十数据7月4日讯，仕佳光子公告，公司正在筹划以发行股份及支付现金的方式购买东莞福可喜玛通讯 科技有限公司控股权并募集配套资金。公司股票自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。停牌期间，公司将积极推进各项工作，并根据事项进展情况，严格按照有关法律 法规的规定和要求履行信息披露义务。 ...

Group 1 - The core point of the news is that Henan Shijia Photon Technology Co., Ltd. is planning to acquire a controlling stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [1] - The valuation of Fokexima has not been finalized, and it is uncertain whether the transaction will constitute a major asset restructuring [1][4] - The transaction is expected to be an affiliated transaction, but it will not lead to a change in the actual controller of Shijia Photon, thus not constituting a restructuring listing [1][4] Group 2 - Fokexima, established in June 2013, specializes in the manufacturing of optical communication equipment and has developed various high-precision products, including MT/MPO connectors [3] - The company has achieved mass production of multiple types of MT/MPO connectors and is focused on providing solutions for 100G-400G products [3] - Fokexima's shareholders include Henan Hongqi Optoelectronic Industry Fund, which holds a 53% stake, and Shijia Photon is a limited partner with a 39.8% investment [4] Group 3 - Shijia Photon operates in the optical communication industry, with its main business covering various optical chips and devices used in data communication, telecommunications, and sensing markets [6] - The demand for optical communication products is rapidly increasing due to the explosion of AI and computing power needs, with significant growth expected in the shipment of optical modules [7] - Shijia Photon has experienced significant revenue fluctuations since its IPO, reporting a net profit loss of 48 million yuan in 2023, but rebounding to a net profit of 64.93 million yuan in 2024, driven by increased orders in its main business [8]

Core Viewpoint - The article discusses the planned acquisition of Dongguan Fokexima Communication Technology Co., Ltd. by Henan Shijia Photon Technology Co., Ltd. through a combination of share issuance and cash payment, indicating potential growth in the optical communication sector driven by increasing demand for high-speed data transmission [1][8]. Group 1: Acquisition Details - Henan Shijia plans to acquire a controlling stake in Fokexima, with the transaction still in the planning stage and the valuation of Fokexima yet to be finalized [1]. - The acquisition is expected to constitute a related party transaction, as Henan Shijia is a limited partner in the fund that holds a significant stake in Fokexima [3][4]. Group 2: Fokexima's Business Overview - Fokexima, established in June 2013, specializes in the manufacturing of optical communication equipment and has developed various high-precision optical components, achieving mass production of multiple types of MT/MPO connectors [3]. - The company has seen significant valuation growth, from 80 million yuan in July 2020 to 615 million yuan in January 2025, reflecting its increasing market presence [6]. Group 3: Industry Context - The optical communication industry is experiencing rapid growth due to the rising demand for high-speed data transmission, with global shipments of optical transceiver modules expected to increase significantly in the coming years [8]. - The market is transitioning from 100G/200G interconnections to 400G/800G/1.6T, indicating a robust growth trajectory for optical components and related technologies [8]. Group 4: Henan Shijia's Performance - Henan Shijia has experienced significant revenue fluctuations since its IPO, reporting a net profit loss of 48 million yuan in 2023, but rebounding to a profit of 64.93 million yuan in 2024, driven by increased demand in the data communication market [9]. - The company's revenue for 2024 reached 1.075 billion yuan, marking a year-on-year growth of 42.4% [9].

Core Viewpoint - The company Shijia Photon is planning to acquire a controlling stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds. The transaction is still in the planning stage, and the valuation of Fokexima has not yet been finalized [1]. Group 1: Transaction Details - Shijia Photon announced the acquisition of Fokexima, which is currently in the planning phase and may or may not constitute a major asset restructuring [1]. - The registered capital of Fokexima is 23.75 million yuan, and it specializes in the development and application of high-tech products such as MT/MPO connectors and precision plastic components [6]. - The preliminary major counterpart in this transaction is Hongqi Optoelectronics Fund, which has a total scale of 402 million yuan, with Shijia Photon committing 160 million yuan, accounting for 39.8% of the total investment [7]. Group 2: Financial Performance - Fokexima achieved revenue of 220 million yuan and a net profit of 65.23 million yuan from January to October 2024, compared to its full-year 2023 revenue of 83.18 million yuan and net profit of 18.22 million yuan [6]. - The total assets of Fokexima increased from 113.64 million yuan in 2023 to 217.37 million yuan in 2024, while total equity rose from 93.85 million yuan to 149.08 million yuan during the same period [7]. Group 3: Market Impact - Following the announcement, Shijia Photon will be suspended from trading starting June 30, 2025, with an expected suspension period of no more than 10 trading days [4]. - The stock price of Shijia Photon has seen significant growth, with a peak increase of over 365% since September 18, and a maximum price of 39.95 yuan per share, approaching its historical high of 46.83 yuan [10].

Summary of the Conference Call for Shijia Photonics Company Overview - Shijia Photonics initially entered the telecom market with PLC splitter chips and devices, later expanding into data center AWG chips and devices, and further into active chip fields, creating a product portfolio of passive and active chips. In 2024, optical chips and devices contributed approximately 56% of the company's revenue, serving as the main profit source [2][6]. Key Industry Insights - The AWG products are used for wavelength division multiplexing in optical modules, primarily applied in FR optical modules for distances over two kilometers, achieving cost savings on fiber and connectors. Despite a revenue decline in 2023 due to Nvidia's network design impact, AWG demand is expected to recover significantly in 2024 due to network architecture decoupling and demand recovery from clients like Meta [2][14]. - The AWG market is projected to experience several-fold growth from 2025 to 2026, driven by the sustained demand for Meta's 800G FR optical modules. Shijia Photonics holds a significant market share as the largest AWG wafer manufacturer, benefiting from scale effects and cost advantages [2][14]. - The MPO connector market is currently in a high-growth phase, with a market size estimated between 10 billion to 20 billion RMB, driven by the increasing demand for multi-channel transmission [4][22]. Financial Performance - In 2024, the revenue structure of Shijia Photonics shows that optical chips and devices account for about 56% of total revenue, with other products contributing approximately 44%. The breakdown includes PLC splitter chips at 7%, AWG chips and devices at 26%, DFB laser chips at 7%, and fiber connectors at about 12% [6]. Strategic Focus - Shijia Photonics focuses on the optical chip and device sector based on the anticipated future trends in the optical communication industry. The company aims to penetrate the data center market with its core product being high-power CW light sources, which have a significantly lower technical barrier compared to EML and VCSEL chips, presenting opportunities for Chinese manufacturers [3][25][26]. Market Dynamics - The fiber connector market is expected to explode in the second half of 2024, primarily benefiting from the increased construction of data centers in North America. The demand for MPO connectors is driven by data center cabling companies rather than direct sales from optical modules [4][16][18]. - The demand cycle for MPO products differs from that of optical modules, as MPO connectors have a longer lifespan and are primarily driven by the procurement of data center cabling systems [16]. Competitive Landscape - The MPO connector market is highly fragmented, with major players like Changying Sheng, Taichen Light, Shijia Photonics, and Tianfu holding a combined market share of less than 30%. Shijia Photonics reported a revenue of 150 million RMB from fiber connectors in 2023, with significant growth expected in 2024 [22]. Future Outlook - The market for CW laser modules is projected to reach a potential scale of approximately 3.6 billion RMB by 2025, driven by the expected shipment of 30 to 40 million units of 400G and above high-speed optical modules [27]. - The penetration rate of AWG products in FR optical modules is currently low, estimated at under 30%, with potential growth to 50% in the future [28]. - The growth of the MPO product market is driven by the active construction of new data centers and the expansion of channel numbers due to new product forms like CPO and OIO [29][20]. Internal Management Reforms - Shijia Photonics has implemented internal reforms, including the establishment of business units and the introduction of KPI assessment mechanisms, leading to improved management precision and a significant increase in gross margins [31].

Core Viewpoint - The company Shijia Photon (688313.SH) is advancing its acquisition of Dongguan Fokexima Communication Technology Co., Ltd. to enhance control and integration efficiency in the optical communication industry [3][6]. Group 1: Acquisition Details - Shijia Photon plans to acquire controlling interest in Fokexima through a combination of issuing shares and cash payments, while also raising matching funds [4]. - The company previously acquired 53% of Fokexima for a total price of 326 million yuan, valuing the entire company at 615 million yuan [5]. - This acquisition aims to secure the supply chain for core optical communication components, as Fokexima holds a 60% market share in MT connectors, which are critical for high-density fiber optic connectors [5]. Group 2: Financial Performance - Shijia Photon has shown significant improvement in profitability, with a net profit growth of 1003.78% in Q1 2025, surpassing the total net profit for the entire year of 2024 [8]. - The company's revenue for Q1 2025 increased by 120.57% to 436 million yuan, continuing a trend of high growth over the past five quarters [8]. - The company’s revenue and net profit figures for previous years indicate a recovery from a downturn in 2023, with 2024 showing a 42.40% revenue increase and a net profit of 65 million yuan, a 236.57% year-on-year growth [7][8].

Mergers and Acquisitions - ZhiJian Electronics plans to acquire 51% stake in Ningbo Qixiang for 383 million yuan, focusing on power line communication technology [1] - Shijia Photon is planning to issue shares and pay cash to acquire controlling stake in Dongguan Fukeqima, with stock suspension expected to last no more than 10 trading days [2] - Qin'an Co. intends to purchase 99% stake in Anhui Yigao Optoelectronics through share issuance and cash payment, with a similar stock suspension timeline [3] Shareholding Changes - Guihang Co. plans to reduce its shares by up to 4 million, representing no more than 1% of total shares, within three months after the announcement [4] - Sanmei Co.'s controlling shareholder Hu Rongda intends to reduce his stake by up to 568,480 shares, approximately 0.93% of total shares [5] - Longxin Zhongke reported that Beijing Industrial Development Investment Management reduced its stake to 6% after selling 1.7658 million shares, which does not affect the company's control [6] Regulatory Issues - *ST Lingyun B has received a decision from the Shanghai Stock Exchange to terminate its stock listing, effective July 4, 2025 [7] - Jinfu Technology was fined 4 million yuan for false financial reporting related to metal trading with suppliers and customers, affecting its financial statements for 2021 [9] - Jinsheng New Materials is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations remain normal [10]

Group 1 - The core point of the article is that Shijia Photon is planning to acquire a controlling stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [1] - Fokexima, established in June 2013, operates in the fields of optical communication equipment manufacturing, mechanical equipment research and development, and various other manufacturing sectors [1] - The transaction is still in the planning stage, and the valuation of Fokexima has not been finalized, making it uncertain whether this will constitute a major asset restructuring [1] Group 2 - The optical communication industry is experiencing rapid growth in demand for related products due to the explosion of AI large models and computing power requirements [2] - The global shipment of optical transceiver modules above 400G is projected to reach 20.4 million units in 2024, with an expected annual growth rate of 56.5% [2] - Shijia Photon reported a revenue of 1.075 billion yuan for the fiscal year 2024, representing a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% year-on-year, driven by the demand from the AI computing power and the rapid growth of the data communication market [2]

证券代码：688313 证券简称：仕佳光子 公告编号：2025-029 河南仕佳光子科技股份有限公司 关于筹划发行股份及支付现金购买资产并募集配套资 金事项的停牌公告 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、准确性和完整性承担法律责任。 重要内容提示： 证券停复牌情况：适用 因筹划发行股份及支付现金购买资产并募集配套资金事项,本公司的相关证 券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | A 股 | 停牌 | 2025/6/30 | | | | 一、停牌事由和工作安排 鉴于上述事项存在不确定性，为保证公平信息披露，维护投资者利益，避免 造成公司股价异常波动，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）将于 2025 年 6 月 30 日（星期一） 开市起停牌，预计停牌时间不超过 10 ...