分红方面，仕佳光子A股上市后累计派现7733.74万元。近三年，累计派现4980.93万元。 机构持仓方面，截止2025年9月30日，仕佳光子十大流通股东中，永赢科技智选混合发起A（022364） 位居第四大流通股东，持股735.03万股，为新进股东。中航机遇领航混合发起A（018956）位居第五大 流通股东，持股720.33万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股529.01万 股，相比上期减少826.42万股。易方达瑞享混合I（001437）位居第八大流通股东，持股481.42万股，为 新进股东。易方达远见成长混合A（010115）位居第九大流通股东，持股402.58万股，为新进股东。易 方达先锋成长混合A（011891）位居第十大流通股东，持股285.64万股，为新进股东。财通价值动量混 合A（720001）、财通成长优选混合A（001480）退出十大流通股东之列。 资料显示，河南仕佳光子科技股份有限公司位于河南省鹤壁市淇滨区延河路201号，成立日期2010年10 月26日，上市日期2020年8月12日，公司主营业务涉及光芯片及器件、室内光缆、线缆材料三大板块,主 要产品包括PLC ...

中证报中证网讯(记者罗京)12月19日，厦门优迅芯片股份有限公司(下称"优迅股份")登陆上交所科创 板，公司发行价格为51.66元/股，发行数量2000万股，公开发行后总股本达8000万股。上市首日，公司 交易表现亮眼，开盘涨幅达364.58%。 招股书显示，优迅股份专注于光通信电芯片的研发、设计与销售，是国内光通信领域的"国家级制造业 单项冠军企业"。光通信电芯片作为光模块的"神经中枢"，其性能直接决定通信系统的速率与可靠性。 随着5G-A、F5G、AI算力中心等新基建需求爆发，光通信电芯片市场需求呈现爆发式增长。 公司称，2022年-2024年，公司营业收入从3.39亿元增长至4.11亿元，经营规模实现稳步扩张。2025年上 半年，公司已实现营业收入2.38亿元，核心业务保持良性发展态势。优迅股份表示，这一成果得益于公 司在技术研发、产品布局、供应链管理、产品品控和客户服务等多维度构建的体系化竞争力。 据介绍，经过长期的技术研发和技术积累，优迅股份目前已掌握深亚微米CMOS、锗硅Bi-CMOS双工艺 技术能力，具备从单通道155Mbps到多通道800Gbps的全速率超高速光通信电芯片设计经验。公司基于 对 ...

优迅股份表示，这一成果得益于公司在技术研发、产品布局、供应链管理、产品品控和客户服务等多维 度构建的体系化竞争力。 经过长期的技术研发和技术积累，优迅股份目前已掌握深亚微米 CMOS、锗硅Bi-CMOS 双工艺技术能 力，具备从单通道 155Mbps 到多通道800Gbps 的全速率超高速光通信电芯片设计经验。公司基于对激 光驱动器芯片(LDD)、跨阻放大器芯片(TIA)、限幅放大器芯片(LA)、光通信微控制器芯片(MCU)及时钟 数据恢复器(CDR)、模数转换芯片(ADC)、数模转换芯片(DAC)等光通信电芯片核心系列产品与技术的 深度理解，可为客户量身定制套片解决方案。 目前，优迅股份的客户已覆盖全球主流光模块厂商，国产芯片在高端市场的渗透率逐步提升。 讯石信息咨询ICC 数据显示，2024 年度，公司在10Gbps 及以下速率产品细分领域市场占有率位居中国 第一，世界第二。公司25Gbps及以上高速率产品销售也增长迅速，有望打造第二增长曲线。 本次科创板IPO募集资金总额10.33亿元，主要投向下一代接入网及高速数据中心电芯片开发及产业化项 目、车载电芯片研发及产业化项目、800G 及以上光通信电芯片与 ...

12月19日，光迅科技盘中上涨2.15%，截至10:19，报69.47元/股，成交12.89亿元，换手率2.41%，总市 值560.40亿元。 资金流向方面，主力资金净流入4149.24万元，特大单买入1.67亿元，占比12.97%，卖出1.16亿元，占比 8.97%；大单买入3.24亿元，占比25.13%，卖出3.34亿元，占比25.92%。 光迅科技今年以来股价涨33.83%，近5个交易日涨3.32%，近20日涨27.70%，近60日涨0.45%。 今年以来光迅科技已经6次登上龙虎榜，最近一次登上龙虎榜为12月17日，当日龙虎榜净买入1.09亿 元；买入总计7.15亿元 ，占总成交额比21.85%；卖出总计6.06亿元 ，占总成交额比18.51%。 责任编辑：小浪快报 资料显示，武汉光迅科技股份有限公司位于湖北省武汉市江夏区藏龙岛开发区潭湖路1号，成立日期 2001年1月22日，上市日期2009年8月21日，公司主营业务涉及光电子器件及子系统产品研发、生产、销 售及技术服务。主营业务收入构成为：数据与接入70.86%，传输28.94%，其他0.20%，其他(补 充)0.00%。 光迅科技所属申万行业为：通 ...

每经AI快讯，12月12日，F5G概念板块短线拉升，德科立涨超10%，剑桥科技、瑞斯康达、长芯博创、 东田微、仕佳光子等跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - The local stocks in Fujian have experienced a surge, with over 20 stocks hitting the daily limit up, indicating strong market activity and investor interest in the region [3][12]. Group 1: Market Performance - The Fujian sector's trading volume reached 1739.2 billion, with more than 20 stocks hitting the daily limit up [3]. - The CPO (Co-Packaged Optics) sector led the gains, with major players like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication each exceeding 160 billion in trading volume [3]. - Tianfu Communication hit a historical high with a closing increase of 19.19%, bringing its market capitalization to 184.17 billion [3][8]. Group 2: Sector Highlights - The technology sector remains active, particularly in the computing power industry chain, with significant gains in CPO, F5G, optical fiber, and storage chip sectors [5]. - Companies like Dongtian Micro and Zhishang Technology achieved a daily limit up, while Tianfu Communication and Changguang Huaxin saw substantial price increases [5]. - The component sector also showed strong performance, with companies like Taijing Technology and Jingwang Electronics hitting the daily limit up [9]. Group 3: Policy and Development - The Xiamen Municipal Committee has proposed a plan to advance the digital transformation of the city, emphasizing the development of AI and digital infrastructure [12]. - The plan includes enhancing the supply of computing power, algorithms, and data to support the city's digital economy [12]. - There is a focus on regional collaborative development, strengthening transportation networks, and integrating into national markets [14].

Group 1 - Fujian local stocks experienced a "limit-up" surge, with over 20 stocks hitting the daily limit [3][13] - The total trading volume for the Fujian sector reached 173.9 billion yuan, indicating strong market activity [3] - Key stocks in the CPO (Co-Packaged Optics) sector, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, saw significant trading volumes exceeding 16 billion yuan each [3][4] Group 2 - Tianfu Communication hit a historical high with a closing price increase of 19.19%, bringing its market capitalization to 184.17 billion yuan [3][4] - The commercial aerospace sector showed volatility, with stocks like Yinbang and Hongxiang hitting the daily limit, while other sectors like coal, non-ferrous metals, and traditional Chinese medicine experienced pullbacks [5] - The large technology sector remained active, with the computing power industry chain continuing to strengthen, particularly in areas like CPO, F5G, and optical fiber concepts [6] Group 3 - The Google supply chain is gaining momentum, driven by advancements in AI, including the release of the Gemini 3 model and new AI training chips by Amazon [11] - The market is showing high participation enthusiasm for leading chip companies like Moer Thread and Muxi [12] - The Xiamen municipal government is promoting digital transformation and AI integration in various sectors, aiming to enhance the city's economic development [15]

格隆汇12月4日｜A股三大指数今日涨跌不一，截至收盘，沪指跌0.06%报3875点，深证成指涨0.4%，指涨1.01%。全市场成交额1.56万亿元，较前一交易日 缩量1219亿元，超3800股下跌。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3875.79 | 13006.72 | 1387.2 | | -2.21 -0.06% +51.46 +0.40% -5.20 -0 | | | | 科创20 | 创业板指 | 万得全/ | | 1326.16 | 3067.48 | 6180.0 | | +17.80 +1.36% +30.70 +1.01% +0.73 +0 | | | | 沪深300 | 中证500 | 中证A5( | | 4546.57 | 7012.81 | 5461.7 | | +15.52 +0.34% +16.45 +0.24% +21.13 +0 | | | | 中证1000 | 中证2000 | 中证红 | | 7248.66 | 3043.53 | 5552.9 | | +0.38 +0.01% -22.89 -0.75% -20.9 ...

Core Viewpoint - The article discusses the advancements in 5G technology through the use of AMD's FPGA chips by Anlu Technology, highlighting the significant reduction in system latency and power consumption while maintaining flexibility for various industry needs [1] Group 1: Company Applications - Anlu Technology's FPGA chips are widely applied in major domestic communication manufacturers, particularly in 5G and F5G networks [1] - The company emphasizes its self-developed, domestically leading product characteristics and timely expert services as key advantages in the communication sector [1] Group 2: Industry Trends - The use of FPGA technology is identified as a crucial direction for the evolution of F5G networks, focusing on a "soft, open, and cloud-based" approach [1] - There is a significant potential for FPGA applications as more advanced communication technologies develop and commercialize in the future [1]

Market Overview - The three major indices opened higher, with the Shenzhen Component Index and the ChiNext Index both rising over 2%, while the Shanghai Composite Index increased by over 1% [1] Sector Performance - The computing hardware sector showed strong gains, with TeFa Information achieving three consecutive trading limit ups [1] - The AI application concept experienced a resurgence, with Shida Group achieving four consecutive trading limit ups and Huanrui Century achieving three consecutive trading limit ups [1] - The precious metals sector saw a rise, with Western Gold leading the gains [1] - The anti-influenza concept continued to rise, with stocks such as Jindike, Hainan Haiyao, Guangji Pharmaceutical, and Te Yi Pharmaceutical hitting the trading limit [1] - Conversely, the China Shipbuilding Industry Group experienced a pullback, with China Shipbuilding Han Guang leading the decline [1] - The aquaculture sector adjusted, with Zhongshui Fishery hitting the trading limit down [1] Overall Market Sentiment - The overall market showed a bullish trend, with nearly 4,900 stocks rising [1] - As of the midday close, the Shanghai Composite Index was at 3,880.22, up 1.13%; the Shenzhen Component Index was at 12,841.60, up 2.04%; and the ChiNext Index was at 3,005.23, up 2.60% [1] - On the plate, F5G concept, CPO, and optical fiber concepts led the gains, while the China Shipbuilding Industry Group, airport and shipping, and aquaculture sectors saw the largest declines [1]