Group 1: Photon Industry Overview - The 27th "Shenzhen Stock Exchange · Innovation Forum" was held on September 23, focusing on the photon industry, which is a key strategic emerging industry in China aimed at promoting high-quality economic development and industrial transformation [1] - The photon industry has seen the emergence of leading companies in sub-sectors such as optical communication, with Shaanxi Province launching the "Chasing Light Plan" in 2021 to develop a comprehensive industrial cluster [1] Group 2: Market Demand and Technological Advancements - There has been a significant increase in demand for high-end optical modules, with companies achieving breakthroughs in 3.2T optical module technology, redefining speed and efficiency in the AI era [2] - Zhongji Xuchuang has achieved a 160-fold increase in product performance over 16 years, with 1.6T products currently being shipped [2] - The iteration speed of optical modules has accelerated, with the transition from 200G to 1.6T occurring in just two years, compared to five years in the past [3] Group 3: AI Impact on Photon Industry - The AI explosion is driving demand for optical chips and modules in data centers, with expectations of substantial hardware investment growth over the next 3-5 years [4] - The need for interconnectivity in AI systems is non-linear, requiring significantly more optical modules as server numbers increase [3] Group 4: Mergers and Acquisitions - Robotech's successful acquisition of ficonTEC, a leading manufacturer of automation equipment for photonics and semiconductors, highlights the strategic importance of cross-border mergers in enhancing technological capabilities [6][7] - The acquisition process involved a competitive bidding strategy and extensive regulatory review, culminating in a successful integration that aims to leverage ficonTEC's advanced technology and Robotech's operational expertise [6][7]

曲率引擎硬科技企业社区光子制造园区是我省光子产业主要聚集区之一，赵一德走进二区1号楼综 合展厅，听取园区规划建设和发展情况介绍，观看产品应用展示，强调要聚焦科技成果转化和科技企业 孵化健全产业服务体系，加大光子领域"专精特新"企业引育力度，打造高水平产业创新集群。在西安知 象光电科技公司，赵一德走进机器人三维视觉实验室、光学芯片中试线察看产线设备、生产流程，询问 企业发展、生产经营、产业前景等情况，勉励企业突出需求导向、应用牵引加强技术攻关，着力创精 品、强品牌、塑优势，不断增强核心竞争力。 赵一德在座谈会上指出，光子产业作为应用广泛的战略高技术产业，是极具成长性的潜力赛道。要 坚持以打好重点产业链群建设硬仗、深入实施产业链"链长制"为抓手，纵深推进光子产业链"追光计划 —跃迁行动"，在优化产业布局、提升科技供给、强化项目招商、培壮企业主体、加大金融支持上持续 下功夫，努力打造以光子材料与芯片、先进激光与光子制造、光子传感为骨干支撑的千亿级光子产业集 群。希望光子领域广大企业和企业家拿出勇立潮头、争当时代弄潮儿的志向和气魄，瞄准光子前沿技术 领域、行业细分领域、终端应用领域加大战略投入，大力推动生产组织创新、 ...

Core Viewpoint - The article highlights the rapid development and commercialization of the photonics industry in Shaanxi, particularly through the efforts of companies like Zhongzhi Keyi and Xian Saifulisi Semiconductor Technology Co., Ltd, which are leveraging local resources and support to innovate and expand their operations [5][7][11]. Company Overview - Zhongzhi Keyi, founded in 2016, focuses on innovative photodetection technology and has achieved over 70% market share in scientific-grade products [5][6]. - Xian Saifulisi Semiconductor Technology Co., Ltd, established in 2017, has become a global leader in quantum dot display solutions, significantly increasing its order volume and expanding production capabilities [9][11]. Industry Development - The photonics industry in Shaanxi has seen an annual growth rate exceeding 50%, with total output value surpassing 300 billion yuan [7]. - The establishment of the Shaanxi Photonics Pilot Institute has provided essential resources and technical services to over 100 companies, fostering innovation and collaboration within the industry [8][9]. Technological Advancements - Companies are focusing on reducing the size, power consumption, and cost of their products, achieving a tenfold reduction in these metrics for certain devices [6]. - The development of common technology platforms and specialized facilities has enabled companies to overcome initial production challenges and accelerate their growth [8][11]. Government Support - The Shaanxi government has implemented policies to support the photonics industry, attracting over 30 key enterprises from outside the province and creating a conducive innovation ecosystem [7][11]. - Initiatives like the "Chasing Light Plan" aim to enhance the development environment for the photonics sector, demonstrating significant national influence [7].

Group 1: Company Performance - Xi'an Xidian Switchgear Co., Ltd. has achieved a production capacity utilization rate of 100% and a year-on-year revenue growth of over 10% in the first half of the year [1] - Zhonghang Chuangshi Robotics (Xi'an) Co., Ltd. has seen its order volume more than double, with core product sales of over 300 units in the first half of the year [2] - Shaanxi Hander Axle Co., Ltd. reported a 106% year-on-year increase in sales of new energy products and a 10% increase in bridge assembly production and sales [3] Group 2: Industry Trends - The automotive industry in Shaanxi has experienced a rapid growth, with a 29.3% year-on-year increase in total vehicle production and a 36.6% increase in new energy vehicle production [5] - The photon industry in Shaanxi is growing at an annual rate of over 50%, with total output value exceeding 30 billion yuan [6] - Shaanxi is focusing on building key industrial chains and enhancing production capacity in future industries such as artificial intelligence and quantum information [7]

西安曲率引擎光子制造园。 3月，西安市召开光子产业创新发展座谈会。会上，除了政府部门，还来了不少业界大佬、学界精英，谈 的正是如何推动光子产业高质量发展，将西安打造为"高光之城"。 自2021年6月陕西省发布"追光计划"，到2023年11月"追光计划"升级至"跃迁行动"，光子产业，这一战略 性基础性先导性的新兴产业，正日益成为西安经济发展的新引擎。 这些年来，西安追"光"而行，成效如何？ 循光发力 最短时间单位的最硬核支撑 1阿秒有多快？ 是10的负18次方秒。 也是人类迄今为止能够掌握的最短时间单位。 "为了能看清电子的运动规律，我们需要更厉害的'眼睛'，在阿秒时间尺度下，科研工作者才能探测到原 子内部的电子运动，继而突破一些新兴产业发展的底层科学难题。"座谈会上，中国科学院西安光机所副所长 付玉喜形象地解释道。 让企业可以"拎包入住" 4月2日，西安赛富乐斯半导体科技有限公司车间里，技术人员聚精会神盯着先进光子器件工程创新平台 上的参数，芯片在这里清洗、减薄、抛光、划片…… 秦岭脚下，春光正好。国家重大科技基础设施——先进阿秒激光设施（西安部分）正紧锣密鼓地推进。 "大科学装置是前沿科学探索及技术创新突破 ...