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仕佳光子拟购买福可喜玛约82%股权 深化布局光通信领域
Core Viewpoint - The company Shijia Photonics plans to acquire an 82.381% stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to enhance its production capabilities in optical components and strengthen its market position in the optical communication sector [1][2]. Group 1: Acquisition Details - Shijia Photonics will acquire the stake from five parties, including Guangdian Fund and Liu Xiaoming, and the company's stock will resume trading on July 11 [1]. - Fokexima specializes in the research, production, and sales of MPO components, which are essential for high-speed data transmission in data centers [1][2]. Group 2: Market Context - The optical device market is experiencing rapid growth due to increasing demand driven by advancements in cloud computing, big data, IoT, and AI technologies [1]. - Fokexima has launched several low-loss MT connectors and has developed a range of MT connector products, achieving mass production and gaining recognition from major market clients [2]. Group 3: Financial Performance - In 2024, Shijia Photonics reported a revenue of 1.075 billion yuan, a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% [3]. - For the first quarter of 2025, the company achieved a revenue of 436 million yuan, reflecting a 120.6% year-on-year growth, and a net profit of 93.19 million yuan, which is a 1003.8% increase [3].
如何看待国盾的含义?国盾在相关领域中有何表现?
He Xun Cai Jing· 2025-07-10 07:44
下面通过表格对比国盾量子与传统通信安全企业在一些关键指标上的差异: 国盾通常指的是国盾量子这家公司,它在量子通信领域有着独特的含义与重要地位。从含义层面来看,国盾量子代表着我国在量子通信技术自主可控方面的 努力与成果。量子通信作为一种新型的通信技术,具有极高的安全性,能够从根本上解决信息传输的安全问题。国盾量子的存在,意味着我国在这一前沿科 技领域积极布局,致力于打破国外技术垄断,保障国家信息安全,其名字中的"国盾"二字,就像是国家信息安全的坚固盾牌,彰显着守护国家通信安全的使 命。 在相关领域的表现上,国盾量子的科研实力十分突出。它拥有一支高水平的科研团队,持续在量子通信技术研发上投入大量资源。在量子密钥分发 (QKD)技术方面取得了众多关键突破,不断提升密钥生成速率和传输距离,这些成果不仅在学术上具有重要价值,更为量子通信的实际应用奠定了坚实 基础。 在市场应用方面,国盾量子也有着广泛的布局。它积极推动量子通信技术在金融、政务、电力等多个重要领域的应用。例如在金融领域,由于金融交易对信 息安全要求极高,量子通信技术能够有效防止信息泄露和篡改,保障交易的安全可靠。国盾量子为金融机构提供了量子加密通信解决方案 ...
2025-2031年中国光通信器件市场研究与产业竞争格局报告
Sou Hu Cai Jing· 2025-07-10 06:20
第1章:中国光通信器件行业发展综述 1 光通信器件行业概述 1 光通信器件行业概念界定 2 光通信器件行业产品分类 3 光通信器件在光通信产业链中的地位分析 4 光通信器件行业属性 第2章中国光通信器件行业发展环境分析 2.1 行业经济环境分析 (1)宏观经济发展分析 1)国际宏观经济 2)国内宏观经济 (2)未来发展趋势展望 1)国际宏观经济展望 2)国内宏观经济展望 (3)经济环境对行业的影响分析 2.2 行业政策环境分析 (1)行业管理体制 (2)行业相关标准 (3)行业相关政策 光通信器件是光通信系统的核心基础,是光传输系统的重要器件,其技术是光通信领域中具有预测性、先导性和探索性的战略必争高技术,该技术代表一个 国家在光通信领域的水平能力。 产业研究报告网发布的《2025-2031年中国光通信器件市场研究与产业竞争格局报告》共三十六章。首先介绍了中国光通信器件行业市场发展环境、光通信 器件整体运行态势等,接着分析了中国光通信器件行业市场运行的现状,然后介绍了光通信器件市场竞争格局。随后,报告对光通信器件做了重点企业经营 状况分析,最后分析了中国光通信器件行业发展趋势与投资预测。您若想对光通信器件产业 ...
603803,董事长被采取刑事措施!四年亏超10亿
第一财经· 2025-07-10 02:33
Core Viewpoint - The recent criminal measures taken against two senior executives of Ruiskanda (603803.SH) highlight the escalating accountability in the aftermath of the "special network communication" fraud case, which has severely impacted the company's financial health and market perception [1][6][7]. Company Overview - Ruiskanda is a provider of optical network products and system solutions, with operations in various fields including all-optical networks, switching routing, cloud network security integration, wireless communication, and edge computing [9]. Legal and Regulatory Actions - On July 7, 2025, Ruiskanda announced that its chairman and general manager, Li Yuejie, and director Zhu Chuncheng were taken into criminal custody for suspected violations related to the disclosure of important information, linked to a prior administrative penalty from the China Securities Regulatory Commission (CSRC) in September 2023 [1][2][6]. - The CSRC's 2023 administrative penalty revealed that Ruiskanda had inflated its revenue by over 630 million yuan and profits by over 110 million yuan from 2019 to 2020 through false self-circulation transactions [6][7]. Financial Performance - The company's financial performance has deteriorated significantly, with cumulative losses reaching 1.054 billion yuan from 2021 to 2024. Revenue figures for these years were 1.853 billion yuan, 2.156 billion yuan, 1.626 billion yuan, and 1.382 billion yuan, indicating a declining trend [10][11]. - In Q1 2025, Ruiskanda reported a revenue of 250 million yuan, a year-on-year decline of 34.89%, and a net profit loss of 19 million yuan, marking a staggering year-on-year drop of 195.18% [10]. Market Reaction - Following the announcement of the criminal measures against the executives, Ruiskanda's stock price plummeted, hitting the daily limit down on July 8, 2025, closing at 8.6 yuan per share. This represented a significant market reaction, with a net outflow of 38.65 million yuan in a single day, the highest for the year [11][12]. - Notably, the stock had previously surged over 300% from March to December 2024, despite the underlying financial struggles [11]. Executive Compensation - Despite the ongoing financial decline, the compensation for the implicated executives remained high, with each receiving approximately 1.25 million yuan annually from 2021 to 2024, totaling around 10 million yuan over four years [11].
烽火通信11亿元定增获批 加码新业务培育第二增长曲线
Chang Jiang Shang Bao· 2025-07-09 22:24
目前,烽火通信拥有支撑整个数字产业化和产业数字化的一整套完整解决方案,在光通信主业领域,拥 有从光纤、光缆、芯片到系统设备的较为完整产业链。近年来,公司计算与存储业务复合年增幅达到 50%以上,计算与存储业务的快速扩张与本源光通信业务的大量投入对营运资金需求较大。通过本次向 特定对象发行股票募集资金,可以有效补充公司业务开展所需营运资金。 烽火通信表示,此次定增将助力公司加速拓展计算与存储业务,在光通信主业稳健增长的同时,培育第 二增长曲线。 在定增获批之前,烽火通信交出了一份亮眼的业绩答卷。2025年一季报显示,公司实现营业收入40.49 亿元;归母净利润5520万元,同比增长33.08%。这一逆势增长得益于光通信主业的稳健表现及算力业 务的快速放量。 计算与存储业务增幅超50% 根据定增预案(修订稿),烽火通信拟向其实际控制人国务院国资委全资控股的中国信科发行8540.37万股 A股股票,发行价格为12.88元/股,募集资金总额不超过11亿元。后因实施2024年年度权益分派,本次 向特定对象发行股票的发行价格由12.88元/股调整为12.71元/股,发行数量调整为8654.6万股。此次认购 将由中国信科以 ...
国资委:加快培养工业母机产业人才
● 本报记者 刘丽靓 6月10日,中央企业人工智能首席架构师特训班开班。谭作钧提出,加快培养一批能够推动AI科技创新 与产业创新深度融合的首席架构师。 6月5日,中央企业新能源领域人才特训班开班。谭作钧称,为更好支撑和促进中央企业新能源产业绿色 化转型升级、结构持续优化,要着力提升产业技术领军人才的领衔攻关、产业组织、融合创新能力,着 力提升产业发展单位负责人的决策支持、战略执行、资源统筹能力。 6月27日,由国务院国资委组织举办的新能源汽车产业人才特训班开班。国务院国资委党委委员、副主 任袁野表示,围绕加快发展新能源汽车产业,着力提升科技领军人才的技术路线规划和技术创新引领能 力,着力提升青年拔尖人才的智能化开发能力,着力提升营销领军人才的用户需求洞察能力、数字营销 实战能力,着力提升汽车产业数字化转型人才的数字化规划和落地执行能力。 6月24日,中央企业新一代移动通信人才特训班开班。谭作钧表示,要牢牢把握新一代移动通信技术的 先导性、基础性、战略性定位,围绕加快发展新一代移动通信产业,着力提升参训学员的前沿技术洞察 能力、标准引领能力、科研攻关能力和应用落地能力,加快培养一批善于把握技术发展趋势、具有突出 ...
中国5G遥遥领先,美国星链弯道超车
3 6 Ke· 2025-07-09 11:21
早在2020年,中国就在珠穆朗玛峰海拔6500米处启动运营了全球海拔最高的5G基站。极端的地理和气候条件,要求这项工程必须集高原运输、超低温设 备保护、远程控制等多项核心技术,才能克服重重困难。 这是今天中国通信产业综合实力的缩影,也是很多人为中国5G发展感到振奋时喜欢举的一个例子。的确,中国在5G领域堪称遥遥领先,从2013年开始发 展,到2019年6月30日发放了第一张商用牌照,再到2025年4月中国5G基站总数达443.9万个,中国一步一个脚印,实现了通信产业从追赶、并跑和超越的 过程。 中国在珠峰、南海岛礁、青藏高原、沙漠戈壁等极端环境下建了不少5G基站。 而在5G基建力量雄厚的背后,则是中国在5G专利上独占鳌头的局面。截至今年1月,全球已确立的5G标准必要专利家族数量约5.6万个。其中,中国占比 高居第一,为40.8%,其次是韩国18%,美国仅以15.1%排名第三,仅和华为一家相当。 不过,几乎是美国在5G上被甩开的同时,美国近年来最为火爆的民营科技公司SpaceX,则在太空轨道上发射超8000颗低轨卫星的组网部署。这个超级卫 星网络被命名为"星链"(Starlink),其通信系统不依赖传统地面基站 ...
打破电子布国际垄断,AI服务器引爆需求,一季度业绩暴增356%!
市值风云· 2025-07-09 10:06
高端电子布供不应求。 | | | 2024年以来,随着库存压力逐渐缓解以及下游消费电子、AI服务器等终端需求好转,PCB行业整体景 气度有所回暖。 其中,高端HDI、高速高频和封装基板等细分市场的增长较为强劲,这也带动了上游高性能电子布 (电子级玻璃纤维布)的需求。 高性能电子布主要指低介电(Low Dk/Df)、低热膨胀系数(Low CTE)电子布,是满足AI服务器、 6G高频通信等领域高性能PCB要求的理想材料。 根据中材科技(002080.SZ)披露信息,目前低介电电子布一代产品已经供不应求。 (来源:中材科技投资者关系管理信息2050403) 本期风云君要介绍的这家公司,长期专注于高端电子布领域,并较早打破了国际垄断。 (来源:公司招股书) ...
超900亿大骗局,突然“引爆”!
商业洞察· 2025-07-09 09:06
Core Viewpoint - The article discusses the recent developments surrounding the company 瑞斯康达, which is embroiled in a significant scandal known as the "largest fraud in A-shares history," linked to the "专网通信案" that has affected multiple listed companies and involved over 90 billion yuan [2][12][15]. Group 1: Incident Overview - On July 7, 瑞斯康达 announced that its chairman and general manager, 李月杰, and board member 朱春城, were subjected to criminal coercive measures due to allegations of violating disclosure regulations [4][11]. - Following the announcement, 瑞斯康达's stock price plummeted to a "limit down," with a market value reduction to 3.654 billion yuan [4][8]. - The criminal actions are linked to the same issues that led to administrative penalties from the China Securities Regulatory Commission (CSRC) in September 2023 [11][12]. Group 2: Company Background - 瑞斯康达, established in 1999, operates in the telecommunications sector, providing infrastructure construction and digital transformation solutions [9]. - The company’s product offerings include various communication devices and solutions, such as OTN equipment, 4G/5G base stations, and smart home gateways [9]. Group 3: Financial Performance - The company has faced declining performance, with a reported revenue of 1.382 billion yuan for 2024, a year-on-year decrease of 14.99%, and a net loss of 122 million yuan [9]. - In Q1 2025, 瑞斯康达's revenue further declined to 250 million yuan, down 34.89% year-on-year, with another net loss of 19 million yuan [9]. Group 4: Fraud Case Details - The "专网通信案" involved fictitious business operations leading to financial fraud, impacting numerous companies and resulting in significant financial losses [12][15]. - 瑞斯康达 was found to have inflated its revenue by over 630 million yuan and profits by over 110 million yuan from 2019 to 2020 due to its involvement in this fraudulent scheme [12][15]. - The case has been described as a major scandal in the A-share market, with total losses exceeding 90 billion yuan across affected companies [15][16].
讯众通信港股上市募4亿港元首日盘中破发 去年净利降
Sou Hu Cai Jing· 2025-07-09 09:05
最终发售价及配发结果公告显示,讯众通信全球发售项下的发售股份数目为30,440,000股股份,香港发售股份数目为 3,044,000股股份,国际发售股份数目为27,396,000股股份。 中国经济网北京7月9日讯 北京讯众通信技术股份有限公司(以下简称"讯众通信",02597.HK)今日在港交所上市。讯众 通信今日盘中最低报12.20港元,跌幅9.96%,跌破发行价。截至收盘,讯众通信报13.58港元,涨幅0.22%。 | 所得款項 | | | --- | --- | | 所得款項總額(附註) | 412.5百萬港元 | | 減:基於最終發售價的估計應付上市開支 | 45.0百萬港元 | | 所得款項淨額 | 367.5百萬港元 | 讯众通信拟将全球发售所得款项净额用于以下用途:约45.4%将用于服务及解决方案的持续改进和开发;约15.6%的所得款 项将用于扩展销售渠道;约16.2%预期将用于在中国的收购活动;约12.8%预期将用于偿还未偿还的贷款;约10.0%预期将 用作营运资金及其他一般企业用途。 | 發售股份及股本 | | | --- | --- | | 發售股份數目 | 30.440.000 | | ...