本公司董事会及全体董事保证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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/9/18 | 2025/9/19 | 2025/9/19 | 证券代码：688498 证券简称：源杰科技 公告编号：2025-054 陕西源杰半导体科技股份有限公司 2025年半年度权益分派实施公告 一、 通过分配方案的股东会届次和日期 本次利润分配方案经陕西源杰半导体科技股份有限公司（以下简称"公司"） 2025 年 6 月 26 日的2024年年度股东会审议通过《关于 2024 年年度利润分配方案 及 2025 年中期分红规划的议案》，授权公司董事会，在综合考虑公司战略发展规 划、实际经营情况和发展目标、未来盈利能力、现金流情况、股东回报等因素， 合理制定中期分红方案并实施。公司于 2025 年 8 月 29 日召开第二届董事会第十 九次会议，审议通过《关于 2025 年半年度利润分配方案的议案》。 二、 分配方案 1. 发放年度：2025年半年度 ...

华泰柏瑞价值增长混合A（460005）基金经理为方纬。 截至发稿，方纬累计任职时间11年25天，现任基金资产总规模21.27亿元，任职期间最佳基金回报 260.51%， 任职期间最差基金回报-17.22%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 9月12日，源杰科技跌5.43%，截至发稿，报366.00元/股，成交2.67亿元，换手率1.21%，总市值314.57 亿元。 资料显示，陕西源杰半导体科技股份有限公司位于陕西省西咸新区沣西新城开元路1265号，成立日期 2013年1月28日，上市日期2022年12月21日，公司主营业务涉及光芯片的研发、设计、生产与销售。主 营业务收入构成为：数据中心类及其他51.04%，电信市场类48.73%，技术服务及其他0.23%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓源杰科技。华泰柏瑞价值增长混合A（460005）二季度持有 股数7.48万股，占基金净值比例为2.08%，位居第四大重 ...

Core Insights - The average stock price of the Sci-Tech Innovation Board is 39.91 yuan, with 64 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1387.00 yuan, which increased by 8.96% today [1][2]. Stock Performance - A total of 524 stocks on the Sci-Tech Innovation Board rose today, while 61 stocks fell. The average increase for stocks priced over 100 yuan was 5.04%, with notable gainers including Tengjing Technology, Haiguang Information, and Juguang Technology [1][2]. - Tengjing Technology's stock price reached 101.44 yuan, marking a 20.00% increase, with a turnover rate of 15.04% and a trading volume of 1.812 billion yuan, resulting in a net inflow of 163 million yuan [1]. Premium Analysis - The average premium of stocks priced over 100 yuan relative to their issue price is 393.85%, with Cambrian-U, Anji Technology, and Baili Tianheng showing the highest premiums of 2054.06%, 1313.03%, and 1308.91% respectively [2]. - The concentration of stocks priced over 100 yuan is primarily in the electronics, pharmaceutical, and computer sectors, with 29, 12, and 9 stocks respectively [2]. Capital Flow - The net inflow of capital into stocks priced over 100 yuan today totaled 3.84 billion yuan, with significant inflows into Haiguang Information, Dingtong Technology, and Wealth Trend [2]. - The total margin financing balance for stocks priced over 100 yuan is 75.452 billion yuan, with the highest balances held by SMIC, Cambrian-U, and Haiguang Information [2].

Group 1 - The core viewpoint is that the 科创100ETF fund has shown significant growth, with a 3.63% increase and a total scale of 57.64 billion, making it the largest in its category [1][2] - Semiconductor stocks are experiencing a strong performance, driven by Oracle's announcement of a 359% year-on-year increase in unmet performance obligations, reaching 455 billion [1] - The ongoing global AI computing power competition is expected to drive demand in the semiconductor and consumer electronics sectors, with a focus on innovation and recovery in demand [1] Group 2 - The 科创100ETF fund closely tracks the 上证科创板100 index, which selects 100 securities from the Sci-Tech Innovation Board based on market capitalization and liquidity [2] - As of August 29, 2025, the top ten weighted stocks in the 上证科创板100 index account for 23.82% of the index, including companies like 东芯股份 and 华虹公司 [2]

Group 1 - The core viewpoint indicates that the recent rebound in domestic computing power is not the end of the "domestic computing power" market, but rather a period of capital adjustment to prepare for a healthier next round of growth [1] - The next phase of the "domestic computing power" market is expected to be a large-scale market that can be fully participated in, with recent signs of "activation" emerging [1] - Active news and industry developments are noted, including expectations for GPU orders from major internet companies, which are fostering positive sentiment [1] Group 2 - Companies are actively advancing capital operations, with Cambrian receiving approval for a private placement from the CSRC, and Haiguang pushing forward with the acquisition of Shuguang while launching a broad equity incentive plan [1] - Significant actions from downstream internet companies are highlighted, such as Alibaba's launch of a comprehensive strategy, including the release of the high-parameter model QwenMaxPreview and ongoing efforts in the AI ecosystem [1] - The optimistic outlook for Alibaba's AI initiatives in the coming year is emphasized [1] Group 3 - As of September 11, 2025, the STAR Market Chip Index (000685) surged by 5.59%, with notable increases in component stocks such as Haiguang Information (688041) up 16.80% and Yuanjie Technology (688498) up 15.68% [2] - The STAR Market Chip ETF Index (588920) rose by 5.46%, reflecting the overall performance of representative semiconductor industry listed companies on the STAR Market [2] - The top ten weighted stocks in the STAR Market Chip Index account for 62.02% of the index, including companies like Cambrian (688256) and Haiguang Information (688041) [2]

Group 1 - The semiconductor stocks in the A-share market have shown strong performance, with notable gains in several companies [1] - Saiwei Microelectronics (688325) reached a 20% limit up, with a total market value of 5.795 billion and a year-to-date increase of 38.47% [2] - New Xiangwei (688593) rose over 17%, with a market capitalization of 9.011 billion and a year-to-date increase of 7.16% [2] - Yuanjie Technology (688498) increased by 16%, boasting a market value of 33.4 billion and a remarkable year-to-date increase of 189.68% [2] - Jietek (688141) saw a gain of over 13%, with a market capitalization of 23.4 billion and a year-to-date increase of 71.28% [2] - Gai Lun Electronics (688206) rose by over 8%, with a market value of 16.7 billion and a year-to-date increase of 102.65% [2] - Haiguang Information (688041), Changguang Huaxin (688048), and Dongxin Co. (688110) also experienced gains exceeding 7% [1][2]

Group 1 - The semiconductor sector in the A-share market has shown strong performance, with several stocks experiencing significant gains [1] - Saiwei Microelectronics reached a 20% limit up, indicating strong investor interest and confidence [1] - Other notable performers include New Xiang Micro, which rose over 17%, Yuanjie Technology with a 16% increase, and Jiehuate with more than a 13% gain [1] Group 2 - Additional stocks that performed well include Galun Electronics with an increase of over 8%, and Haiguang Information, Changguang Huaxin, and Dongxin Co., which all rose by more than 7% [1]

Core Insights - The article highlights the positive market performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index rising by 0.22% and notable gains in individual stocks such as Yuanjie Technology and Jiahua Technology [3] - The report discusses the implications of the U.S. Producer Price Index (PPI) decline, which strengthens expectations for a potential interest rate cut by the Federal Reserve [3] - Oracle's significant agreement with OpenAI to purchase $300 billion worth of computing power over five years indicates strong growth in global AI computing demand, positively impacting related tech stocks [3][4] Market Focus - The U.S. PPI fell by 0.1% in August, marking the first decline in four months, which may influence the Federal Reserve's upcoming monetary policy decisions [3] - Oracle's stock surged nearly 36% following the announcement of its deal with OpenAI, resulting in a market capitalization increase of approximately $250 billion [3] Institutional Analysis - The expectation of a Federal Reserve interest rate cut creates favorable external conditions for the valuation of domestic Sci-Tech companies, potentially lowering overall financing costs [4] - Oracle's unexpected capital expenditure in the AI sector, along with its substantial order from OpenAI, confirms the robust growth trend in global AI computing demand, sustaining high market sentiment for related companies [4] Related ETFs - The Sci-Tech 100 Index ETF (588030) has shown a significant increase in scale, growing by 649 million over the past year, ranking third among comparable funds [5] - The ETF closely tracks the Sci-Tech 100 Index, which consists of 100 mid-cap stocks selected from the Sci-Tech Innovation Board, reflecting the overall performance of different market capitalizations [5] Key Holdings - As of August 29, 2025, the top ten weighted stocks in the Sci-Tech 100 Index include Dongxin Co., Huahong Semiconductor, and BeiGene, collectively accounting for 23.82% of the index [6]

Summary of Key Points Core Viewpoint The article provides an overview of the optoelectronic chip industry in China, highlighting key listed companies, their market positions, product offerings, and revenue projections for 2024. Group 1: Overview of Listed Companies - The main listed companies in the optoelectronic chip sector include Yuanjie Technology, Changguang Huaxin, Guangxun Technology, Shijia Photon, and Huagong Technology [1]. - The number of listed companies in the optoelectronic chip industry in A-shares is relatively small [1]. Group 2: Company Information and Market Position - Huagong Technology, established in 1999, has the highest registered capital at 1,005.50 million yuan, while Yuanjie Technology, founded in 2013, has the lowest at 85.95 million yuan [8]. - Guangxun Technology leads in patent numbers with 1,765, while Yuanjie Technology has the least with 34 [8]. - In terms of total market capitalization, Huagong Technology is at 50.335 billion yuan, while Changguang Huaxin is the lowest at 13.385 billion yuan [8]. Group 3: Product Layout and Capacity Comparison - Yuanjie Technology focuses on 100G EML laser chips and 25G DFB chips, with a planned production capacity of approximately 960,000 chips per year by 2024 and 20 million chips per year by 2026 [11][12]. - Changguang Huaxin plans to produce 100 million chips annually starting in 2025, covering multiple wavelength bands [11]. - Guangxun Technology has an annual production capacity of 120 million chips [11]. Group 4: Revenue Projections - For 2024, Yuanjie Technology's optoelectronic chip business is projected to account for nearly 100% of its total revenue, while Changguang Huaxin and Shijia Photon have relatively lower contributions [13]. Group 5: Business Planning and Development Strategies - Companies are focusing on technology research and development, product layout, market expansion, and capacity construction, with each having distinct strategies [13]. - Yuanjie Technology aims to enhance its high-end product offerings and expand into data center markets, while Changguang Huaxin is developing next-generation optical chip platform technologies [14].

9月10日，源杰科技涨5.02%，截至发稿，报338.27元/股，成交4.69亿元，换手率2.34%，总市值290.74 亿元。 万家洞见进取混合发起式A（017486）基金经理为刘林峰。 截至发稿，刘林峰累计任职时间3年83天，现任基金资产总规模1626.83万元，任职期间最佳基金回 报-5.43%， 任职期间最差基金回报-38.66%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，陕西源杰半导体科技股份有限公司位于陕西省西咸新区沣西新城开元路1265号，成立日期 2013年1月28日，上市日期2022年12月21日，公司主营业务涉及光芯片的研发、设计、生产与销售。主 营业务收入构成为：数据中心类及其他51.04%，电信市场类48.73%，技术服务及其他0.23%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓源杰科技。万家洞见进取混合发起式A（017486）二季度持有股 数3377股，占基金净值比例为4.05%，位居第五大 ...