人民财讯7月31日电，汇绿生态（001267）7月31日晚间公告，现根据市场发展的实际情况与公司整体战 略，控股子公司武汉钧恒拟增加投资6亿元，在鄂州市临空经济区分期建设生产基地，鉴于此武汉钧恒 总投资约8亿元。资金来源为自有资金或自筹资金。项目主要建设内容包括生产厂房、研发中心、办公 设施及配套设施的建设，以及高端光通信设备的购置和安装。项目达产后，将主要生产400G及以上速 率光模块，满足市场对高速率、大容量光通信模块的需求。 ...

每经AI快讯，7月31日，汇绿生态(001267.SZ)公告称，公司第十一届董事会第九次会议审议通过《关于 武汉钧恒增加对外投资额度的议案》。控股子公司武汉钧恒原计划在湖北省鄂州市临空经济区建设高速 率光模块生产基地，投资金额约为2亿元。现根据市场发展和公司战略，拟增加投资6亿元，总投资额达 8亿元。 ...

智通财经7月31日电，汇绿生态(001267.SZ)公告称，公司第十一届董事会第九次会议审议通过《关于武 汉钧恒增加对外投资额度的议案》。武汉钧恒原计划在湖北省鄂州市临空经济区建设高速率光模块生产 基地，投资金额约为2亿元。现根据市场发展和公司战略，拟增加投资6亿元，总投资额达8亿元。 汇绿生态：武汉钧恒投建高速率光模块生产基地额度增至8亿元 ...

Core Viewpoint - Dekoli (688205.SH) announced that the total number of shares available for trading upon listing will be 68.9494 million shares, with the listing date set for August 11, 2025, following a non-trading day on August 9, 2025 [1] Summary by Category - **Company Information** - Dekoli will have a total of 68.9494 million shares listed for trading [1] - The official trading date for the shares is August 11, 2025 [1] - **Market Context** - The listing date is adjusted due to a non-trading day on August 9, 2025, which pushes the trading commencement to August 11, 2025 [1]

Core Insights - The CPO (Co-Packaged Optics) sector has seen significant activity, with the CPO index rising nearly 20% in July, driven by strong demand in the Chinese market and the approval of H20 chips for export to China [1][2] - Companies like Shijia Photon have reported impressive earnings growth, with a 121.12% increase in revenue and a 1712.00% rise in net profit for the first half of 2025, attributed to the rapid growth of the data communication market driven by AI [2][3] Company Performance - Shijia Photon achieved a revenue of 993 million yuan and a net profit of 217 million yuan in the first half of 2025, marking the first time its net profit exceeded 100 million yuan since its listing [2][3] - The company’s revenue from optical chips and devices grew by 190.92%, indoor cable business increased by 52.93%, and polymer materials for cables rose by 23.39% [2][3] Market Expansion - Shijia Photon is accelerating its overseas market expansion, with foreign revenue reaching 452 million yuan, a 323.59% increase, accounting for 45.50% of total revenue [3] - The company has established a subsidiary in Singapore and is expanding production capacity in Thailand [3] Financial Management - R&D expenses for Shijia Photon reached 61.42 million yuan, while management expenses grew by 54.66% to 50 million yuan, reflecting the company's expansion and operational improvements [3] - Short-term borrowings increased by 1905.29% to 206 million yuan, indicating a significant rise in funding needs for production expansion [3] Strategic Acquisitions - Shijia Photon plans to acquire an 82.38% stake in Dongguan Fokexima Communications Technology to enhance its MPO supply chain, with the share price set at 28.24 yuan per share [4][5] - Fokexima has shown substantial growth, with a revenue of 270 million yuan in 2024, up 225.04%, and a net profit of 79.94 million yuan, up 338.64% [4][5] Future Outlook - Goldman Sachs has raised its sales forecasts for 800G optical transceiver modules for 2025 and 2026, predicting a market value of 12.73 billion USD and 19.37 billion USD respectively, indicating strong growth potential in the optical module market [5][6] - Shijia Photon’s stock price surged from 16.98 yuan at the beginning of the year to a high of 66.95 yuan, reflecting a 263.84% increase, although it experienced a decline of over 7% following major announcements [6]

Group 1 - The core viewpoint of the news highlights that US tech stocks have significantly exceeded expectations, leading to a surge in AI-related industries in Hong Kong and A-shares [1] - Longxin Fiber's stock in Hong Kong surged nearly 19%, reaching a seven-year high, while its A-share hit the limit up, achieving a two-day consecutive rise [1] - Over the past three trading days, Longxin Fiber's A-shares have accumulated a rise of over 32%, while its Hong Kong shares have increased by nearly 50% [1] Group 2 - Since February of last year, Longxin Fiber's Hong Kong shares have increased by over 336%, rising from a low of 6.442 HKD to a high of 30.25 HKD [2] - Longxin Fiber reported a revenue of 12.197 billion CNY last year, a year-on-year decrease of approximately 8.65%, and a net profit of about 676 million CNY, down approximately 47.91% year-on-year [7] - However, in the first quarter of this year, Longxin Fiber's performance improved, with revenue of 2.894 billion CNY, a year-on-year increase of 21.23%, and a net profit of 125 million CNY, a year-on-year increase of 161.91% [8] Group 3 - Longxin Fiber indicated that the hollow fiber technology is still in the early stages of commercialization, with no significant impact on financial data yet [11] - Corning, a global leader in fiber optics, reported a strong performance in its second-quarter earnings, with optical communications revenue of 1.57 billion USD, a year-on-year increase of 41% [12] - The "Scale-up" opportunity in optical communications is expected to further open growth space for the industry, with significant investment opportunities in the AI computing power supply chain [16]

Group 1 - Corning's Q2 2025 performance highlights the high prosperity of the optical communication industry, with revenue and net profit growth rates of 41% and 73% respectively, driven by increased overseas AI computing demand [1] - The overall revenue for Q2 2025 reached $4.05 billion, a 12% year-on-year increase, with the optical communication business contributing $1.57 billion, marking a 41% growth [1] - The Springboard strategy initiated in 2023 is showing initial results, aiming to increase sales scale and operating profit margin to 20% by the end of 2026 [2] Group 2 - The "Scale-up" strategy is becoming a key driver for expanding the optical communication industry, with enterprise network sales surging 81% year-on-year due to AI node capability upgrade demands [2] - The new business scale related to the Scale-up strategy is expected to reach 2-3 times the current $2 billion size, potentially exceeding a market size of $6 billion [2] - The optical communication industry is experiencing a dual dividend period driven by AI and technological breakthroughs, with Corning's performance providing confidence and direction for technological iteration and collaborative innovation in the industry [3]

格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科 技涨超9%，中际旭创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 ...

A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科技涨超9%，中际旭 创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | 1 | 10.02 | 113亿 | | 603083 | 剑桥科技 | 来 | 10.01 | 146亿 | | 601869 | 长飞光纤 | | 10.00 | 405亿 | | 301205 | 联特科技 | | 9.55 | 136亿 | | 603773 | 沃格光电 | | 6.74 | 64.41亿 | | 300308 | 中际旭创 | 1 | 6.41 | 2490亿 | | 301165 | 锐捷网络 | 1 | 4.65 | 515亿 | | 300394 | 天孚通信 | 来 | 4.50 | 826亿 | | 872808 | 曙光数创 | 来 | 4.19 | 120亿 | | 600601 | 方正科技 | 来 | 3.48 | 261亿 | | 30 ...

格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科 技涨超9%，中际旭创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | � | 10.02 | 113亿 | | 603083 | 剑桥科技 | 报 | 10.01 | 146亿 | | 601869 | 长飞乐红 | 부 | 10.00 | 405亿 | | 301205 | 联特科技 | | 9.55 | 136亿 | | 603773 | 沃格光电 | | 6.74 | 64.41亿 | | 300308 | 中际旭创 | 1 | 6.41 | 2490亿 | | 301165 | 锐捷网络 | 1 | 4.65 | 515亿 | | 300394 | 天孚通信 | 年 | 4.50 | 826亿 | | 872808 | 曙光数创 | 长 | 4.19 | 120亿 | | 600601 | 方正科技 | 资 | 3.48 | 261亿 | | ...