Group 1 - F5G concept index increased by 2.35%, ranking 10th among concept sectors, with 31 stocks rising, including Cambridge Technology hitting the daily limit [1][2] - Leading gainers in the F5G sector include Zhongji Xuchuang, Dekeli, and Taichuang, with increases of 11.36%, 7.47%, and 5.95% respectively [1][2] - Major declines were seen in Pingzhi Information, Shanghai Port Group, and Yihua Co., with decreases of 2.04%, 0.54%, and 0.34% respectively [1][2] Group 2 - The F5G sector attracted a net inflow of 1.125 billion yuan, with 23 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow [2][3] - Zhongji Xuchuang led the net inflow with 519 million yuan, followed by Cambridge Technology and Taichuang with 360 million yuan and 145 million yuan respectively [2][3] Group 3 - In terms of net inflow ratio, Cambridge Technology, Zhaochi Co., and Xingwang Ruijie had the highest ratios at 24.53%, 10.44%, and 8.45% respectively [3][4] - The top stocks in the F5G sector by net inflow include Zhongji Xuchuang, Cambridge Technology, and Taichuang, with respective daily turnover rates of 9.02%, 14.75%, and 14.47% [3][4] Group 4 - Notable declines in the F5G sector were observed in Pingzhi Information, which fell by 2.04%, and other companies like Chunyuan Electric and Bochuang Technology, which also experienced negative net inflows [5]

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。 河南仕佳光子科技股份有限公司（以下简称"公司"）拟于 2025 年 5 月 12 日 14：00 召开 2024 年年度股东大会，本次会议采用现场投票和网络投票相 结合的表决方式。具体内容详见公司于 2025 年 4 月 19 日在上海证券交易所网 站（www.sse.com.cn）披露的《关于召开 2024 年年度股东大会的通知》（公告 编号：2025-018）。 证券代码：688313 证券简称：仕佳光子 公告编号：2025-022 河南仕佳光子科技股份有限公司 关于股东大会开设网络投票提示服务的公告 为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够及时参 会、便利投票，公司拟使用上证所信息网络有限公司（以下简称"上证信息"） 提供的股东大会提醒服务，委托上证信息通过发送智能短信等形式，根据股权 登记日的股东名册主动提醒股东参会投票，向每一位投资者主动推送股东大会 参会邀请、议案情况等信息。投资者在收到智能短信后，可根据《上市公司股 东 会 网 络 投 票 一 ...

沪指5月6日上涨1.13%，申万所属行业中，今日上涨的有30个，涨幅居前的行业为计算机、通信，涨幅 分别为3.65%、3.59%。通信行业位居今日涨幅榜第二。跌幅居前的行业为银行，跌幅分别为0.13%。 通信行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | 11.14 | 13.50 | -11185.56 | | 600941 | 中国移动 | 0.72 | 1.06 | -10553.64 | | 300570 | 太辰光 | 6.82 | 11.22 | -8451.44 | | 600522 | 中天科技 | 1.08 | 1.17 | -3375.26 | | 300502 | 新易盛 | 4.28 | 6.14 | -2352.35 | | 603602 | 纵横通信 | 1.87 | 3.56 | -2308.74 | | 601728 | 中国电信 | 1.17 | 0.17 | -1399.92 | | 688182 | 灿勤科技 | ...

Investment Rating - The report gives a "Recommended" rating for the telecommunications industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communications [2][6]. Core Insights - The overall market performance for the week (April 21-25, 2025) saw the Shanghai Composite Index rise by 0.56%, the Shenzhen Component Index by 1.38%, and the ChiNext Index by 1.74%. The telecommunications sector, represented by the Shenwan Communications Index, increased by 1.32% [2][11]. - Within the telecommunications sub-sectors, communication network equipment and devices had the highest increase at 5.62%, while communication application value-added services experienced the largest decline at 3.52% [2][14]. - Notable individual stock performances included Shijia Photon with a rise of 66.54%, Wuhan Fangu with 28.87%, and Xinyi Sheng with 22.22% [2][16]. Summary by Sections Market Overview - The telecommunications sector showed a positive trend with a weekly increase of 1.32% in the Shenwan Communications Index, reflecting a favorable market environment [2][11]. - The sub-sector of communication network equipment and devices led the gains with a 5.62% increase, while communication application value-added services faced a decline of 3.52% [2][14]. Fund Holdings - In Q1 2025, the proportion of holdings in the telecommunications sector by actively managed equity public funds decreased to 3.92% [3][18]. - The main areas of increased investment for these funds included IDC and operators, indicating a strategic shift towards AI and related sectors [3][21]. Investment Focus - The report suggests focusing on the computing power industry chain and satellite internet. The computing power sector is gaining attention due to the launch of multiple AI agent products, while satellite internet is advancing with strategic partnerships, such as the one between Shanghai Yanshin Satellite Technology and Thailand's National Telecom [4][27]. - The report highlights the importance of domestic computing power and supporting communication equipment in the current economic context [4]. Company Announcements - Key announcements from telecommunications companies include earnings reports showing significant revenue growth for several firms, such as ZTE Corporation with a revenue of 32.968 billion yuan, and Huagong Technology with a revenue increase of 52.28% year-on-year [30].

Investment Rating - The report gives a "Recommended" rating for the telecommunications industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communications [2][6]. Core Insights - The overall market performance for the week (April 21-25, 2025) saw the Shanghai Composite Index rise by 0.56%, the Shenzhen Component Index by 1.38%, and the ChiNext Index by 1.74%. The telecommunications sector, represented by the Shenwan Communications Index, increased by 1.32% [2][11]. - Within the telecommunications sub-sectors, communication network equipment and devices had the highest increase at 5.62%, while communication application value-added services experienced the largest decline at 3.52% [2][14]. - Notable individual stock performances included Shijia Photon with a rise of 66.54%, Wuhan Fanggu with 28.87%, and Xinyi Sheng with 22.22% [2][16]. Summary by Sections Market Overview - The telecommunications sector is experiencing a high level of prosperity, with AI, 5.5G, and satellite communications driving growth. The report highlights a positive market trend with an overall increase in the telecommunications index [2][11]. Fund Holdings - In Q1 2025, the proportion of active equity public funds' holdings in the telecommunications sector decreased to 3.92%. The main areas of increased investment were in IDC and operators related to AI and dividends [3][18][21]. Suggested Focus Areas 1. **Computing Power Industry Chain**: The report emphasizes the importance of domestic computing power and supporting communication equipment, especially in light of significant policy risks and a focus on domestic demand [4]. 2. **Satellite Internet**: A strategic cooperation agreement was signed between Shanghai Yuanxin Satellite Technology Co., Ltd. and Thailand's National Telecom, indicating ongoing advancements in satellite communications [4][27]. Company Announcements - Key announcements from the telecommunications sector for the week include earnings reports from various companies, with notable figures such as ZTE Corporation reporting a revenue of 32.968 billion yuan for Q1 2025, reflecting a year-on-year increase of 7.82% [29][30].

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the domestic computing power industry and the optical communication sector, highlighting the performance of various companies within these industries [1][4][8]. Key Points and Arguments Domestic Computing Power Industry - The Ascend 910C chip has shown performance improvements, narrowing the gap with NVIDIA's H100, primarily used in Huawei's cloud infrastructure. Strong demand from downstream internet companies is expected to lead to large-scale shipments by May 2025, utilizing a dual 910B chip packaging solution [1][2]. - The overall performance of domestic graphics cards has improved, with increased customer acceptance and a positive outlook for the upstream supply chain, including connectors, liquid cooling, and servers [2]. Optical Communication Sector - The optical communication segment has exceeded expectations, with companies like NewEase and Shijia Photon showing strong performance. Source Technology's CW light source shipments have significantly improved revenue and profitability, with new product gross margins exceeding 80% [1][4]. - Domestic optical module companies, such as Guangxun Technology, experienced a slight decline in Q1 but showed significant improvement in profitability. Demand for domestic optical modules remains high, with production capacity expected to ramp up to 700,000 to 800,000 units per month this year [1][4]. Company Performance Highlights - NewEase and Shijia Photon have reported strong revenue and profit growth, driven by overseas demand for passive devices and corresponding chip products. Their revenue and gross margins for AWG, MPO connectors, and indoor optical cable products have significantly improved [5]. - In contrast, Invec's performance in the liquid cooling segment fell short of expectations, leading to a stock price decline. However, revenue met expectations, and the company faces increased margin pressure due to intensified competition in domestic temperature control orders [8]. Market Trends and Future Outlook - The communication sector's overall performance has been mixed, with some companies meeting expectations while others, like Invec, have struggled. The industry remains optimistic due to high investment from major players like ByteDance, Alibaba, and Tencent, which is expected to drive growth [8][9]. - The AI large model continues to evolve, with significant increases in computing power demand. For instance, Baidu's new model has reduced costs to about one-fourth per million tokens, indicating a growing need for computing resources [12]. - Investment recommendations focus on three areas: self-controlled supply chains (including high-speed connectors and liquid cooling), domestic computing power and AI data center industry trends, and advancements in AI applications, particularly in IoT smart modules and controllers [13]. Additional Important Insights - The optical communication sector's performance is expected to see rapid growth in domestic and international capacity releases over the next few years, particularly in overseas DCI business, which will contribute to significant revenue growth [5]. - The overall sentiment in the communication sector is optimistic, with expectations of continued improvement in profitability and growth trajectories for companies involved in new product releases and increased shipments [6][7].

河南仕佳光子科技股份有限公司 2024 年年度股东大会会议资料 1 / 33 | 2024 | 年年度股东大会会议须知 3 | | | --- | --- | --- | | 2024 | 年年度股东大会会议议程 | 5 | | 2024 | 年年度股东大会会议议案 7 | | | | 议案一：关于公司 2024 年度董事会工作报告的议案 7 | | | | 议案二：关于公司 2024 年度监事会工作报告的议案 8 | | | | 议案三：关于公司 2024 年年度报告及摘要的议案 9 | | | | 议案四：关于公司 2024 年度财务决算报告的议案 10 | | | | 议案五：关于公司 2025 年度财务预算报告的议案 11 | | | | 议案六：关于公司 2024 年度利润分配预案的议案 12 | | | | 议案七：关于公司 2025 年度日常关联交易预计的议案 13 | | | | 议案八：关于公司董事、监事及高级管理人员薪酬方案的议案 14 | | | | 议案九：关于续聘会计师事务所的议案 16 | | | | 议案十：关于提请股东大会授权董事会以简易程序向特定对象发行股票的议案 17 | ...

证券代码：688313 证券简称：仕佳光子 公告编号：2025-021 河南仕佳光子科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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。 重要内容提示： 投资者可于 2025 年 05 月 20 日（星期二）至 05 月 26 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@sjphotons.com 进行提问。公司将在业绩说明会上对投资者普遍关注的问题进 行回答。 河南仕佳光子科技股份有限公司（以下简称"公司"）已于 2025 年 04 月 19 日发布公司《2024 年年度报告》和《2025 年第一季度报告》，为便于广大投资者 更全面深入地了解公司 2024 年度和 2025 年第一季度经营成果、财务状况、发展 理念，公司计划于 2025 年 05 月 27 日（星期二）14:00-15:00 召开 2024 年度暨 2025 年第一季度业绩说明会，就投资者关心的问题进行交流。此次活动将以网 络文 ...

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 29.894 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 1.687 billion yuan [1] - A total of 213 stocks saw net inflows, while 369 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 181 stocks rose, while 399 stocks fell, with one stock, Kesi Technology, hitting the daily limit down [1] - The top three stocks with the highest net inflow of funds were Cambrian (81.9231 million yuan), Daotong Technology (56.5519 million yuan), and Chip Origin (47.8249 million yuan) [2] Continuous Fund Flow Analysis - There are 42 stocks that have seen continuous net inflows for more than three trading days, with Rendu Biotech leading at 11 consecutive days of inflow [2] - Conversely, 154 stocks have experienced continuous net outflows, with Aiko Optoelectronics and Excellent New Energy both seeing 12 consecutive days of outflow [2] Top Fund Inflows - The top stocks by net inflow include: - Cambrian: 81.9231 million yuan, with a flow rate of 2.05% and a price increase of 3.02% [2] - Daotong Technology: 56.5519 million yuan, with a flow rate of 12.75% and a price increase of 2.02% [2] - Chip Origin: 47.8248 million yuan, with a flow rate of 6.53% and a price decrease of 0.55% [2] Notable Outflows - The stock with the highest net outflow was Hengxuan Technology, which saw a net outflow of 117 million yuan despite a price increase of 5.01% [1] - Other notable outflows included Zhongkong Technology and Shijia Photon, with net outflows of 99.0516 million yuan and 92.2874 million yuan, respectively [1]

Core Insights - The social security fund has disclosed its stock holdings, appearing in the top ten shareholders of 57 stocks on the Sci-Tech Innovation Board, with a total holding of 279 million shares valued at 12.916 billion yuan [1][2] Group 1: Stock Holdings - The social security fund has newly entered 15 stocks and increased holdings in 16 stocks, while reducing holdings in 16 stocks, with 10 stocks remaining unchanged [1] - The stock with the highest holding ratio by the social security fund is Yingke Recycling, accounting for 7.11% of the circulating shares, followed by Hangcai Co., with a holding ratio of 6.24% [2] - The top five stocks held by the social security fund, each with over 10 million shares, include China Communication Signal, Transsion Holdings, and Western Superconducting, with holdings of 33.1432 million shares, 32.8289 million shares, and 27.6675 million shares respectively [2][3] Group 2: Performance and Profit Growth - Among the stocks held by the social security fund, 36 are expected to see year-on-year net profit growth in 2024, with the highest growth rate of 705.74% from Purun Co. [2] - The average increase in stock prices for the Sci-Tech Innovation Board stocks held by the social security fund this year is 2.57%, with the best performer being Shijia Photon, which has risen by 58.51% [3] Group 3: Industry Focus - The social security fund's holdings are primarily concentrated in the electronics, pharmaceutical, and computer industries, with 16, 8, and 8 stocks respectively [2]