仕佳光子停牌筹划收购：拟购买福可喜玛的控股权 预计构成关联交易

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]