Core Insights - The optical communication chip market in China is experiencing continuous growth driven by artificial intelligence, data center expansion, consumer electronics, and 5G deployment [1][20][27] - The production and demand for optical communication chips are projected to increase significantly, with production reaching 867 million units and demand reaching 1.198 billion units in 2024, resulting in a market size of 15.16 billion yuan [1][20][27] - The market is expected to maintain rapid growth, with production estimated at 904 million units and demand at 1.249 billion units in 2025, leading to a market size of approximately 16.02 billion yuan [1][20][27] Industry Definition and Classification - Optical communication chips are defined as chips that convert optical signals and are used for generating, modulating, amplifying, and detecting optical communication signals [2][21] - These chips can be classified into laser chips and detector chips, with laser chips further divided into surface-emitting and edge-emitting types [2][21] Current Industry Status Global Market - The global optical communication chip market is projected to reach $5.43 billion in 2024, with North America accounting for $1.317 billion, Europe for $829 million, and the Asia-Pacific region for $3.048 billion [5][24] - The demand for optical communication chips is driven by the rapid development of new information technologies such as mobile internet, 5G, and cloud computing [5][24] Chinese Market - The Chinese optical communication chip market is expected to see a demand increase to 1.198 billion units in 2024, with high-speed optical communication chips accounting for approximately 13.98% of the total demand [8][27] - The market size for optical communication chips in China is projected to reach 15.16 billion yuan in 2024, with high-speed chips contributing 50.6 billion yuan [8][27] Industry Supply and Competition - The number of companies entering the domestic optical communication chip industry is increasing, leading to improved production technology and a rising domestic production rate [11][30] - The production of optical communication chips in China is expected to grow from 517 million units in 2018 to 867 million units in 2024 [11][30] Industry Value Chain - The optical communication chip industry value chain consists of upstream materials and equipment, midstream chips and modules, and downstream application markets [13][32] - The current landscape shows a monopoly in high-end materials and equipment by overseas companies, while domestic companies dominate the lower-end applications [13][32]

Group 1 - XianDao Intelligent has set the final price for its H-share public offering at HKD 45.8 per share, with expected listing on February 11, 2026 [1] - Jida Communication is a candidate for a project with China Mobile, with an estimated service fee of approximately CNY 51.04 million [2] - Bowei Alloy's controlling shareholder plans to increase holdings by CNY 100 million to 150 million from February 10 to August 9, 2026 [3] Group 2 - Xiamen Airport reported 16,368 aircraft takeoffs and landings in January 2026, a year-on-year decrease of 4.82%, with passenger throughput of 2.38 million, down 3.84% [4] - Yitong Century has won a bid for a project worth CNY 107 million, providing comprehensive maintenance services for China Tower [5] - Huayi Brothers' controlling shareholder's 70 million shares are subject to judicial auction, representing 42.89% of his holdings and 2.52% of the company's total shares [6] Group 3 - Lianhuan Pharmaceutical received approval for the sale of Tadalafil tablets (20mg) in Ghana [7] - Aonong Biological reported a pig sales volume of 166,600 in January 2026, a year-on-year increase of 35.36% [8] - Xiantan Co. achieved chicken product sales revenue of CNY 546 million in January 2026, a year-on-year increase of 54.9% [9] Group 4 - Zhengbang Technology reported a January sales revenue of CNY 816 million from pig sales, a year-on-year increase of 19.69% [10] - Qianjin Pharmaceutical's net profit for 2025 grew by 24.74% to CNY 288 million [11] - Xinhua Pharmaceutical received a drug registration certificate for glucosamine sulfate capsules [12] Group 5 - Yuandong Bio completed the first dosing of its EP-0210 monoclonal antibody in a Phase I clinical trial for inflammatory bowel disease [13] - Jiaokong Technology signed a contract for the Sydney Metro West Line signal system subcontracting project worth AUD 93.53 million [14] - Dangsheng Technology signed a strategic cooperation framework agreement with Huineng Technology in solid-state batteries and the new energy industry [15] Group 6 - Jinhui Co. plans to acquire 100% of Fusheng Mining for CNY 210 million [16] - Cangzhou Mingzhu announced Guangzhou Light Industry as its new controlling shareholder after a share transfer [17] - Dingxin Technology's vice president was fined CNY 120,000 for short-term trading [18][19] Group 7 - China Modern Pharmaceutical's subsidiary passed a GMP compliance inspection for its production line [20] - Chaosheng Electronics plans to increase capital by CNY 400 million in its subsidiary to enhance competitiveness [21] - Lonyu Mountain reported a 25.03% year-on-year increase in pig sales revenue in January 2026 [22] Group 8 - Sanbo Brain Science's chairman has been released from investigation, and the company is operating normally [23] - Hainan Mining is planning to acquire control of Luoyang Fengrui Fluorine Industry and will resume trading on February 10, 2026 [24] - Dongwei Technology's net profit for 2025 increased by 86.81% [25] Group 9 - Yuanjie Technology plans to invest CNY 1.251 billion in a semiconductor chip and device R&D production base [26] - Metro Design signed a contract for an energy management project with Guangzhou Metro Group worth CNY 924 million [27] - Zhongmin Energy intends to acquire 51% of Fujian Yongtai Mintou Pumped Storage Co. for CNY 864 million [28] Group 10 - Dianzhi Technology plans to repurchase shares worth CNY 100 million to 200 million [29] - China Baoan was not selected as a restructuring investor for the Singshan Group [30] - Zhiguang Electric's subsidiary signed a CNY 1.004 billion contract for energy storage systems [31] Group 11 - Zhifei Biological received approval for a clinical trial of its herpes zoster vaccine [32] - KQ Bio received a new veterinary drug registration certificate for a vaccine against porcine circovirus type 2 [33] - Huanxu Electronics reported a 4% year-on-year increase in consolidated revenue for January 2026 [34] Group 12 - Xiangjia Co. reported a 10.42% year-on-year increase in live poultry sales revenue in January 2026 [35] - Kemin Foods' subsidiary reported a 68.29% year-on-year increase in pig sales revenue in January 2026 [36] - Liyuan Technology signed a procurement contract worth CNY 54.98 million [37] Group 13 - Jiuqiang Bio received a medical device registration certificate for a fibrin degradation product detection kit [38] - Zhongguancun's subsidiary passed the consistency evaluation for Tramadol Hydrochloride tablets [39] - Rundou Co. received a drug registration certificate for Candesartan Etil [40]

2月9日，源杰科技(688498.SH)公告称，公司计划投资约12.51亿元人民币建设光电通讯半导体芯片和器件研发生产基地二期项目。项目聚焦高速光芯片领 域，旨在通过产能扩充与工艺优化，持续响应市场需求变化，提升公司在全球光芯片领域的市场份额与综合竞争力。项目建成后，将有助于公司把握市场增 长机遇，满足客户在数据中心建设等领域持续提升的产品需求，增强订单交付的稳定性与响应速度。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 ...

本次投资项目的实施，旨在通过优化产能布局与生产工艺，提升公司在高端光芯片领域的综合供应能 力。项目建成后，将有助于公司把握市场增长机遇，满足客户在数据中心建设等领域持续提升的产品需 求，增强订单交付的稳定性与响应速度。 源杰科技(688498.SH)发布公告，根据公司战略规划，为把握市场机遇，提升规模化生产能力并增强行 业竞争力，公司拟投资建设光电通讯半导体芯片和器件研发生产基地二期项目，投资总额约为12.51亿 元人民币(以实际投入为准)。 ...

国泰海通证券股份有限公司 关于陕西源杰半导体科技股份有限公司 调整募投项目内部投资结构、使用超募资金及自筹资金 增加募投项目投资额的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 陕西源杰半导体科技股份有限公司（以下简称"源杰科技"或"公司"）首次公 开发行股票并在科创板上市的保荐机构，根据《中华人民共和国公司法》《中华 人民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创板 上市公司自律监管指引第 1 号——规范运作》《上海证券交易所科创板股票上市 规则》《上市公司募集资金监管规则》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等相关规定，对公司本次调整募投项目内部投资结构、使用 超募资金及自筹资金增加募投项目投资额的事项进行了核查，相关核查情况及意 见如下： 一、募集资金基本情况 | 超募资金金额 | 39,867.73 | 万元 | | --- | --- | --- | | 前次已使用金额 | 32,000.00 | 万元 | | 本次使用用途及金额 | 在建项目，50G 光芯片产业化建设项目，9,862.04 | 万元 | 注：1、本 ...

证券代码：688498 证券简称：源杰科技 公告编号：2026-003 陕西源杰半导体科技股份有限公司 关于调整募投项目内部投资结构、使用超募资金 一、募集资金基本情况 经中国证券监督管理委员会于 2022 年 11 月 1 日出具的《关于同意陕西源杰 半导体科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕2638 号）批准注册申请，并经上海证券交易所同意，公司首次公开发行人民币普通股 （A 股）股票 15,000,000.00 股，每股面值 1.00 元，发行价为每股 100.66 元， 募 集 资 金 总 额 为 人 民 币 1,509,900,000.00 元 ， 扣 除 不 含 税 的 发 行 费 用 131,222,672.46 元，公司实际募集资金净额为 1,378,677,327.54 元。上述资金 于 2022 年 12 月 16 日全部到位，经立信会计师事务所（特殊普通合伙）审验， 并出具信会师报字[2022]第 ZA16225 号《验资报告》。公司已对上述募集资金进 行了专户存储，并与保荐机构及存储募集资金的商业银行签订了募集资金专户存 储三方监管协议。 | 发行名称 | ...

证券代码：688498 证券简称：源杰科技 公告编号：2026-002 陕西源杰半导体科技股份有限公司 关于公司拟投资建设光电通讯半导体芯片和器件研 发生产基地二期项目的公告 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： 交易实施尚需履行的审批及其他相关程序：本次对外投资事项已经陕西 源杰半导体科技股份有限公司（以下简称"公司"）第二届董事会战略委员会 2026 年第一次会议、第二届董事会审计委员会 2026 年第一次会议、第二届董事 会第二十六次会议审议通过。本次投资事项已达到股东会审议标准，尚需提交公 司股东会审议。 相关风险提示： （一）本项目的资金来源为公司自有资金及自筹资金，若资金筹措不及预期， 可能导致项目的实施存在顺延、变更、中止或终止的风险。同时，项目实施过程 中可能导致公司资金压力上升和资产负债率提高。 投资标的名称：光电通讯半导体芯片和器件研发生产基地二期项目 投资金额：项目投资总额约为 12.51 亿元人民币（以实际投入为准）。 一、对外投资概述 （一）本次交易概况 1、本次交易概况 ...

陕西源杰半导体科技股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日 召开第二届董事会第二十六次会议，审议通过了《关于 2026 年度向银行申请授 信额度的议案》。根据《陕西源杰半导体科技股份有限公司章程》相关规定，本 事项尚需提交股东会审议，具体情况如下： 为满足公司固定资产投资、日常生产经营需要，公司 2026 年度拟向金融机 构（包括银行、经银保监会批准设立的非银行金融机构）申请合计不超过 20 亿 元（含）人民币（或等值外币）的授信额度。授信额度期限为自股东会审议批准 之日起 12 个月。在授信期和授信额度内，该授信额度可以循环使用。授信种类 包括但不限于短期流动资金贷款、项目贷款、固定资产等中长期贷款、银行承兑 汇票、保函、信用证等业务（具体授信银行、授信额度、授信期限以实际审批为 准）。 为解决以上授信额度所需担保事宜，公司可使用自有的土地使用权、固定资 产、在建工程等资产提供抵押担保。公司可以根据资金需求情况分批次向银行申 请，具体融资额度等相关内容均以公司与银行所签合同约定为准。 证券代码：688498 证券简称：源杰科技 公告编号：2026-004 陕西源杰半导体科技股份有限公 ...

证券代码：688498 证券简称：源杰科技 公告编号：2026-005 陕西源杰半导体科技股份有限公司 关于召开2026年第一次临时股东会的通知 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： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 召开日期时间：2026 年 3 月 2 日 14 点 00 分 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 3 月 2 日 至2026 年 3 月 2 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 （六） 融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 股东会召开日期：2026年3月2日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （二） 股东会召集人：董事会 （三） 投票方式： ...

本次投资项目的实施，旨在通过优化产能布局与生产工艺，提升公司在高端光芯片领域的综合供应能 力。项目建成后，将有助于公司把握市场增长机遇，满足客户在数据中心建设等领域持续提升的产品需 求，增强订单交付的稳定性与响应速度。 智通财经APP讯，源杰科技(688498.SH)发布公告，根据公司战略规划，为把握市场机遇，提升规模化 生产能力并增强行业竞争力，公司拟投资建设光电通讯半导体芯片和器件研发生产基地二期项目，投资 总额约为12.51亿元人民币(以实际投入为准)。 ...