Shenzhen Zesum Technology (301486)
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Scale-Up光互联受益环节:FAU(光纤阵列单元)供应格局梳理
Xin Lang Cai Jing· 2025-12-09 13:41
Group 1 - The Scale Up optical interconnection solution is approaching, with companies like Nvidia, Google, and Meta starting to introduce optical technology into cabinet scenarios from the second half of 2026 [1][17] - In the Scale Up scenario, the value of FAU, CW laser light sources, and MPO/MTP/MMC connectors is expected to increase [2][18] Group 2 - FAU (Fiber Array Unit) is a high-precision passive optical device that arranges multiple optical fibers at preset intervals using a V-shaped groove substrate, forming a dense optical signal transmission channel [3][19] - FAU is essential for connecting optical engines and optical fibers, serving as a critical component in optical modules and CPOs, offering advantages such as high precision (micron level), high density (e.g., 48 cores), low loss, and high reliability [4][20] Group 3 - The composition of FAU includes optical fibers (core carriers for transmitting optical signals), substrates (mechanical support), and V-shaped groove substrates (for precise fiber positioning) [5][21][23] - FAU is primarily embedded between the optical engine and optical fiber interface within optical modules, with distinct roles at the transmitting end (Tx) and receiving end (Rx) [8][24] Group 4 - D-FAU (Detachable Fiber Array Unit) introduces a detachable and replaceable mechanism, enhancing maintainability by separating the fiber array from the substrate support structure [9][10][25] - FCFAU (Multi-channel Fiber Coupling Array) is an optimized version of multi-channel FAU, utilizing optical coupling elements to achieve higher coupling efficiency, density, and thermal stability, mainly applied within CPO optical engines [11][12][27] Group 5 - The domestic supply landscape includes Tianfu Communication, a leading global manufacturer of high-speed optical devices that has invested in FCFAU development [13][30] - Guangku Technology focuses on fiber laser devices and optical communication devices, having acquired Anjie Xun and Jiahua Weijie to expand into FAU [14][31] - Zhishang Technology specializes in optical communication devices and consumer electronics, providing OEM and interface services for SENKO MPC (D-FAU) [15][32] - Juguang Technology specializes in laser components and optical elements, with micro-lens arrays applicable to D-FAU, PIC ends, and ELS modules [16][33]
致尚科技(301486)披露股票交易异常波动公告,12月9日股价上涨10.34%
Sou Hu Cai Jing· 2025-12-09 10:06
《关于公司为全资子公司提供担保的进展公告》 《股票交易异常波动公告》 最新公告列表 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。 截至2025年12月9日收盘,致尚科技(301486)报收于121.62元,较前一交易日上涨10.34%,最新总市 值为156.5亿元。该股当日开盘110.0元,最高126.37元,最低108.02元,成交额达25.18亿元,换手率为 29.13%。 公司近日发布公告称,致尚科技股票于2025年12月5日和12月8日连续两个交易日收盘价涨幅偏离值累计 超过30%,构成异常波动。公司确认前期披露信息无误,经营正常,内外部环境未发生重大变化。公司 拟发行股份及支付现金购买恒扬数据99.8555%股权,该事项已提交相关议案并披露修订文件,但尚需 深交所审核及证监会注册,存在不确定性。控股股东在异动期间未买卖公司股票。公司不存在应披露未 披露事项。 ...
消费电子板块12月9日涨3.2%,致尚科技领涨,主力资金净流入7795.12万元
Zheng Xing Xing Ye Ri Bao· 2025-12-09 09:05
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,12月9日消费电子板块较上一交易日上涨3.2%,致尚科技领涨。当日上证指数报收于 3909.52,下跌0.37%。深证成指报收于13277.36,下跌0.39%。消费电子板块个股涨跌见下表: 从资金流向上来看,当日消费电子板块主力资金净流入7795.12万元,游资资金净流出2.19亿元,散户资 金净流入1.41亿元。消费电子板块个股资金流向见下表: ...
致尚科技(301486) - 关于公司为全资子公司提供担保的进展公告
2025-12-09 07:42
证券代码:301486 证券简称:致尚科技 公告编号:2025-121 | 名称 | 香港春生实业有限公司 | | | | --- | --- | --- | --- | | 成立日期 | 2003年5月30日 | | | | 注册资本 | 100.00万元港币 | | | | 实收资本 | 100.00万元港币 | | | | 董事 | 陈潮先、陈和先、翁文高 | | | | 注册地址 | 25/F., OTB Building, 160 Gloucester Road, | Wanchai, Hong | Kong | | 股东构成 | 公司全资子公司浙江春生电子有限公司持股 | 100% | | | 主营业务 | 进出口贸易 | | | | 与公司主营业务的关系 | 公司境外销售服务平台,负责与客户进行沟通对接、订单下达及货款收付等。 | | | | | 报表项目 2024 | 年度 | 2025 年半年度 | | | 总资产 | 27,642.19 | 38,737.24 | | 主要财务数据(万元) | 总负债 | 24,000.98 | 33,203.49 | | | 归属母公司所有者权益 | 2 ...
高速铜连接指数盘中涨超2%
Mei Ri Jing Ji Xin Wen· 2025-12-09 02:21
Core Viewpoint - The High-Speed Copper Connection Index experienced a rise of over 2% during intraday trading on December 9, indicating positive market sentiment in the copper connection sector [1] Company Performance - Baoshen Co., Ltd. reached the daily limit up, reflecting strong investor interest and confidence in the company's performance [1] - Shaanxi Huada also hit the daily limit up, suggesting robust market activity and potential growth prospects [1] - Zhishang Technology saw an increase of 7.94%, indicating a positive trend in its stock performance [1] - Yidong Electronics experienced a rise of 4.04%, showcasing investor optimism in the company's future [1] - Ruikeda's stock increased by 3.78%, further highlighting the overall positive movement in the sector [1]
CPO概念拉升,德科立涨超13%
Mei Ri Jing Ji Xin Wen· 2025-12-09 02:06
Group 1 - The CPO concept saw a significant rise, with Dekoli increasing by over 13% and Zhongci Electronics hitting the daily limit [1] - Other companies such as Zhishang Technology and Ruijie Network also experienced gains following the trend [1]
算力硬件股继续走强,中瓷电子2连板
Mei Ri Jing Ji Xin Wen· 2025-12-09 01:49
Group 1 - The core viewpoint is that computing hardware stocks are experiencing a strong upward trend, with several companies showing significant gains [1] Group 2 - Zhongci Electronics has achieved a two-day consecutive increase in stock price [1] - Dekeli has risen by over 10% [1] - Other companies such as Ruijie Networks, Taicheng Light, Zhishang Technology, Optoelectronic Co., and Yueling Co. have all seen stock price increases of over 5% [1]
深圳市致尚科技股份有限公司股票交易异常波动公告
Shang Hai Zheng Quan Bao· 2025-12-08 19:09
Group 1 - The stock of Shenzhen Zhishang Technology Co., Ltd. (stock code: 301486) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 30% over two consecutive trading days on December 5 and December 8, 2025 [2] - The company confirmed that there were no corrections or supplements needed for previously disclosed information [3] - The company plans to acquire 99.8555% of the equity of Shenzhen Hengyang Data Co., Ltd. through a combination of issuing shares and cash payment, pending approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [3] Group 2 - The company has not identified any significant changes in its operational environment or business conditions [5] - During the period of abnormal trading fluctuations, the company's controlling shareholders and actual controllers did not engage in buying or selling the company's stock [6] - The board confirmed that there are no undisclosed matters that should have been disclosed according to the Shenzhen Stock Exchange's rules [7]
致尚科技:股票交易异常波动公告
Zheng Quan Ri Bao Zhi Sheng· 2025-12-08 14:21
(编辑 王雪儿) 证券日报网讯 12月8日晚间,致尚科技发布公告称,公司股票交易价格于2025年12月5日、2025年12月8 日连续2个交易日收盘价格涨幅偏离值累计超过30%,根据《深圳证券交易所交易规则》的有关规定, 属于股票交易异常波动的情形。 ...
【太平洋科技-每日观点&资讯】(2025-12-09)
远峰电子· 2025-12-08 11:26
Market Overview - The main board saw significant gains with stocks like Dahua Intelligent (+10.03%), Junya Technology (+10.03%), and Huamai Technology (+10.02%) leading the rise [1] - The ChiNext board also performed well, with Zhishang Technology (+20.00%), Dongtian Micro (+20.00%), and Rongke Technology (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Ruikeda (+20.00%), Saiwei Microelectronics (+18.82%), and Changguang Huaxin (+15.26%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+6.84%) and SW Other Electronics III (+4.77%) [1] Domestic News - New Sound Semiconductor Co., Ltd. completed a C-round financing of 269 million yuan, planning to invest over 150 million yuan in capacity expansion at its Jiaxing production base, aiming to increase BAW filter annual production capacity to 1 billion units [1] - Hengxuan Technology reported smooth progress in the development of its next-generation low-power high-performance wearable chip, the BES6000 series, expected to enter the sample delivery stage in the first half of next year [1] - Visionox announced at Tsinghua University's forum that its fourth-generation pTSF technology has achieved mass production, marking a significant advancement in OLED key materials in China [1] - China's integrated circuit exports reached 1.29 trillion yuan in the first 11 months of this year, a year-on-year increase of 25.6%, significantly outpacing the overall export growth rate [1] Company Announcements - Jieshun Technology announced it won the operation project for the underground parking lot of Zhengzhou Longhu Financial Center, expecting operational revenue exceeding 70 million yuan over a six-year contract period [2] - GoerTek reported progress in the equity transaction of GoerTek Optical Technology Co., Ltd., with all preconditions for the share exchange transaction being met by December 9, 2025 [2] - Naxin Micro announced its first share buyback through centralized bidding, repurchasing 344,547 shares, accounting for 0.21% of the total share capital, with a total buyback amount of 53.74 million yuan [2] - Chuangyi Huikang reported the completion of the transfer of 117,698,823 shares held by Philips Investment, representing 7.60% of the total share capital [2] International News - LaserApps successfully fabricated a 30μm TGV on semiconductor glass substrates, achieving high aspect ratios [2] - Samsung Electronics received an order from AI chip startup Tsavorite, with an order value exceeding 100 million USD for AI chip foundry services using its 4nm process technology [2] - U.S. Senate members proposed legislation to formalize current export controls on advanced semiconductors, potentially affecting companies like NVIDIA and AMD [2] - Dell is considering a price increase of at least 15%-20% for PC and server products due to rising memory prices, with other manufacturers like HP also warning of potential price hikes [2]