（文章来源：证券日报） 证券日报网讯 7月29日晚间，仕佳光子发布公告称，2025年半年度公司实现归属于上市公司股东的净利 润216，647，485.66元，同比增长1，712.00%。 ...

Core Viewpoint - The stock price of Shijia Photon has surged by 10%, reaching a historical high of 66.95 yuan per share, with a total market capitalization of 30.68 billion yuan [1]. Financial Performance - In the first half of the year, Shijia Photon achieved a revenue of 993 million yuan, representing a year-on-year increase of 121.12%. The net profit was 217 million yuan, up 1712%, and the non-recurring net profit was 214 million yuan, soaring by 12667.42% [4][6]. - For the second quarter, revenue was 556 million yuan, a year-on-year growth of 121.55%, with a net profit of 123 million yuan, reflecting a year-on-year increase of 3414.06% and a quarter-on-quarter growth of 32.47% [4][5]. Business Segments - The main business segments, including optical chips and devices, indoor optical cables, and polymer materials, all saw significant growth in orders. Revenue from optical chips and devices reached 700 million yuan, up 190.92%, while indoor optical cables generated 150 million yuan, a 52.93% increase, and polymer materials brought in 126 million yuan, growing by 23.39% [6][7]. - International revenue amounted to 452 million yuan, marking a 323.59% increase and accounting for 45.5% of total revenue [6][7]. Market Dynamics - The rapid growth in the data communication market is driven by advancements in AI, with Shijia Photon adapting to market demands and enhancing its product competitiveness [4][6]. - The company has completed the R&D of 1.6T optical module AWG chips and components, which are now in customer validation stages, and has successfully developed new products for data centers and AI computing [7]. Stock Performance - Since April 9, Shijia Photon’s stock has increased by over 373%, rising from 12.74 yuan per share to 66.95 yuan per share, translating to more than a fivefold increase. From a low of 6.74 yuan per share last February, the stock has nearly increased tenfold in just over a year [8][9]. Strategic Moves - In addition to its impressive financial performance, Shijia Photon plans to acquire approximately 82% of Fokexima's shares to deepen its footprint in the optical communication sector [10].

仕佳光子主营业务为光芯片和器件、室内光缆和线缆高分子材料三类业务。今年上半年光芯片和器件产 品收入7亿元，同比增长190.92%；室内光缆产品收入1.5亿元，同比增长52.93%；线缆高分子材料产品 收入1.26亿元，同比增长23.39%。 （编辑 郭之宸） 对于业绩大幅增长的原因，仕佳光子表示，主要受人工智能发展驱动，数通市场快速增长，公司适应市 场需求，产品竞争优势凸显，客户认可度提高。光芯片和器件、室内光缆和线缆高分子材料三类业务的 相关产品订单较上年同期实现不同程度增长。同时，公司持续提高运营管控能力，加强降本增效工作， 提高产品良率，产品竞争力增强，盈利能力提高。 本报讯 （记者肖艳青）7月29日晚，河南仕佳光子科技股份有限公司（以下简称"仕佳光子"）披露2025 年半年度报告，今年上半年公司实现营业收入9.93亿元，同比增长121.12%；归属于上市公司股东的净 利润2.17亿元，同比增长1712%；扣非净利润2.14亿元，同比增长12667.42%。 ...

Group 1 - The core point of the article is that Guangku Technology is planning to acquire a controlling stake in Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. and will raise matching funds through the issuance of shares and convertible bonds [1][2] - Guangku Technology's stock will be suspended from trading starting July 29, 2025, as the company prepares for this acquisition [1][2] - This acquisition marks Guangku Technology's second announced acquisition this year, following the purchase of 100% equity in Wuhan Jiep Technology Co., Ltd. in June [3] Group 2 - The acquisition target, Anjie Xun, specializes in the research, production, and sales of core optical passive components in the optical communication field [4] - Anjie Xun was previously listed on the New Third Board but terminated its listing in August 2019 to focus on long-term strategic development [4] - Anjie Xun has been recognized as a three-star cloud enterprise, indicating its efforts in digital transformation and enhancing core competitiveness [4] Group 3 - Guangku Technology's half-year performance forecast for 2025 indicates a net profit attributable to shareholders of between 48.56 million and 54.63 million yuan, representing a year-on-year growth of 60% to 80% [5] - The company attributes the significant increase in net profit to revenue growth and improved cost management during the reporting period [6] - Non-recurring gains are expected to impact net profit by approximately 10.3 million yuan [6]

仕佳光子(688313.SH)披露2025年半年度报告，该公司报告期实现营业收入9.93亿元，同比增长 121.12%。归属于上市公司股东的净利润2.17亿元，同比增长1,712.00%。归属于上市公司股东的扣除非 经常性损益的净利润2.14亿元，同比增长12,667.42%。基本每股收益为0.4793元/股。 报告期内，该公司光芯片和器件产品收入69,999.16万元，同比增长190.92%;室内光缆产品收入14,996.56 万元，同比增长52.93%;线缆高分子材料产品收入12,563.91万元，同比增长23.39%。报告期内，公司境 外收入45,161.11万元，同比增长323.59%，占总收入比为45.50%。 报告期内，受人工智能发展驱动，数通市场快速增长，该公司适应市场需求，产品竞争优势凸显，客户 认可度提高。光芯片和器件、室内光缆和线缆高分子材料三类业务的相关产品订单较上年同期实现不同 程度增长。公司持续提高运营管控能力，加强降本增效工作，提高产品良率，产品竞争力增强，盈利能 力提高。 ...

仕佳光子7月29日披露半年报，公司上半年实现营业收入9.93亿元，同比增长121.12%；归属于上市公司 股东的净利润2.17亿元，上年同期1195.63万元，同比增长1712.00%；基本每股收益0.4793元。 ...

每经AI快讯，7月29日，仕佳光子发布半年报，上半年实现营业收入9.93亿元，同比增长121.12%。归属 于上市公司股东的净利润为2.17亿元，同比增长1712%。 ...

7月29日午后，A股三大指数震荡攀升，截至收盘时，创业板指大涨1.86%，站上2400点整数关口。医药、半导体、钢铁等板块纷纷走强。 值得关注的是，算力硬件方向持续爆发，尾盘时涨幅进一步扩大。全天，光模块（CPO）板块整体涨幅超过3%，Wind光模块指数更是大涨超 5%，中际旭创、仕佳光子等多股再创历史新高。 有分析人士指出，外围传出的一则消息，对算力板块的提振较大。当天有外媒报道称，因中国市场需求比预想中强劲，英伟达上周不得不改变 仅依赖现有库存的策略，向台积电紧急订购了30万片H20芯片。 此前7月15日，英伟达创始人兼首席执行官黄仁勋宣布，美国已批准H20芯片销往中国。国信证券指出，从美国芯片禁令缓解以及台积电业绩 持续验证AI基建景气度的背景下，海内外AI有望共振，中国高端芯片的短缺问题有望短期缓解。银河证券表示，无论是中美科技竞争下的算 力国产化进程，还是全球科技巨头推动的AI基建加码，本质上都体现出对高性能数据中心的持续依赖，而数据中心内部通信带宽需求的迅猛增 长，将持续拉动光模块等高速光互连器件的需求放量，有望持续成为光模块行业中长期增长的重要驱动。 上海将发放6亿元算力券的消息，也对算力板块构 ...

仕佳光子公告，2025年上半年营业收入9.93亿元，同比增长121.12%。净利润2.17亿元，同比增长 1,712.00%。 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Viewpoints - The report highlights a strong performance in the AI sector, particularly in overseas markets, with significant capital expenditure increases from major players like Google and Celestica, indicating a bullish outlook for the AI computing and application sectors [5][6][7] Summary by Sections Industry Performance - The communication industry is projected to outperform the overall market, with a positive trend observed in the industry index compared to the CSI 300 index [2][1] Company Highlights - Celestica reported Q2 2025 revenue of $2.89 billion, a 21% year-on-year increase, exceeding company guidance, with a notable performance in its CCS business, which saw a revenue increase of 28% [5] - Google achieved Q2 2025 revenue of $96.4 billion, a 13.8% year-on-year growth, with its cloud business revenue rising by 31.7% [6] Investment Opportunities - The report identifies key investment opportunities in the AI computing supply chain, recommending specific companies in various segments such as optical modules, optical chips, liquid cooling, and AIDC [7]