【导读】筹划发行股份及支付现金购买资产，仕佳光子股票停牌 中国基金报记者 李智 6 月 27 日，仕佳光子发布公告称，公司拟以发行股份及支付现金的方式购买标的公司的控股 权并募集配套资金。 经申请，仕佳光子股票将于 6 月 30 日（星期一）开市起停牌，预计停牌时间不超过 10 个 交易日。 仕佳光子股票将停牌 6 月 27 日，仕佳光子发布公告称，公司正在筹划通过发行股份及支付现金的方式购买东莞福 可喜玛通讯科技有限公司（以下简称福可喜玛）控股权，同时拟募集配套资金。 | 证券代码 证券简称 | | 停复牌类型 | 停牌起始日 | 停牌期间 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | A 股 停牌 | 2025/6/30 | | | 本次交易尚处于筹划阶段，福可喜玛的估值尚未最终确定，无法确定本次交易是否构成重大 资产重组。此外，本次交易预计构成关联交易，但不会导致公司实际控制人发生变更，不构 成重组上市。 鉴于上述事项存在不确定性，为保证公平信息披露，经申请，仕佳光子股票将于 6 月 30 日 （星期一）开市起 ...

《科创板日报》27日讯，仕佳光子(688313.SH)公告称，公司正在筹划通过发行股份及支付现金的方式 购买东莞福可喜玛通讯科技有限公司控股权，同时拟募集配套资金。公司股票6月30日起停牌。目前交 易尚处于筹划阶段，福可喜玛的估值尚未最终确定，预计停牌时间不超过10个交易日。福可喜玛经营范 围包括光通信设备制造、机械设备研发等。 仕佳光子：筹划发行股份及支付现金购买福可喜玛控股权 股票停牌 ...

Group 1 - CPO concept stocks experienced significant upward movement, with notable gains in companies such as LianTe Technology rising over 17% and GuangKu Technology increasing by more than 9% [1] - The Huabao ETF (159363), which tracks the entrepreneurial board AI index, saw a rebound after an initial dip, rising by 2% and reaching a new high, indicating strong market interest [1][2] - Morgan Stanley's research indicates that the CPO market is expected to grow significantly, surpassing $1 billion by 2028 and exceeding $5 billion by 2030 [2] Group 2 - Guosheng Securities highlights the importance of high-density and low-power solutions in computing power construction, suggesting that CPO switches will enhance interconnectivity for CSPs [3] - The advancement of CPO solutions signifies a shift in optical communication from inter-cabinet to intra-cabinet connectivity, expanding the market space for optical communication [3] - Companies like Zhongji Xuchuang and Xinyi Sheng, which have established deep collaborations with leading overseas clients, are expected to solidify their market positions through technological advantages [3]

Group 1 - CPO concept stocks are experiencing significant upward movement, with LianTe Technology (301205) rising over 10% [1] - Guangku Technology (300620) has increased by more than 8% [1] - Other companies such as Yuanjie Technology, Jingwang Electronics (603228), and Zhaolong Interconnect (300913) are also seeing gains [1] Group 2 - There is a notable influx of dark pool capital into these stocks [1]

Market Overview - Major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.11% at 3459.66 points, the Shenzhen Component Index up 0.26%, the ChiNext Index up 0.31%, and the North Star 50 Index up 1.24% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2900 stocks rising [1] Sector Performance - The computer hardware, software, and communication equipment sectors led the gains, with several ETFs in these categories rising over 2% [1] - Notable ETFs include: - Communication Equipment ETF up 2.92% [2] - Cloud Computing 50 ETF up 2.76% [2] - Various other cloud computing and big data ETFs also saw increases ranging from 1.6% to 2.15% [2] Company Insights - Nvidia has regained its position as the "global stock king," closing up 4.33% at $154.31, with a market capitalization of $3.77 trillion [7] - Nvidia's CEO highlighted AI and robotics as the most significant growth opportunities, with potential applications in autonomous vehicles [7] - Analysts predict Nvidia's market cap could exceed $6 trillion, driven by ongoing trends in AI [8] Investment Implications - The domestic and international cloud vendors are increasing capital expenditures, with AI expected to remain a key theme for the year, particularly in computing power [9] - Companies like Zhongji Xuchuang and Xinyi Sheng, which have established deep collaborations with leading overseas clients, are expected to strengthen their market positions through technological advantages [9]

来源：环球网 人民日报记者 杨彦帆 来到武汉"光谷"，最能感受科技创新的强劲动力。 在湖北武汉驿路通科技股份有限公司的无尘车间，技术人员正在对硅光芯片进行测试。这条驿路通去年 8月投产的硅光引擎产线，可实现月加工硅光引擎10万支以上。 "从贷款审批到投放，仅用了7个工作日。"武汉鼎业安环科技集团有限公司总经办主任程则袁告诉记 者。他所说的贷款是建行推出的"善新贷"。据了解，建行武汉光谷自贸区分行为他们公司提供了1000万 额度"善新贷"，有助于进一步加大技术研发投入。 驿路通生产车间内，工作人员在进行装配工作。王剑 摄 光模块和硅光引擎是光通信的基石，通过光电转换与信号处理，支撑了数据中心到通信基站的各类高速 网络建设。驿路通是一家全球芯片集成科技的关键元件供应商，也是一家国家级专精特新"小巨人"企 业。 "随着AI和算力的发展，我们的产能不断扩大，需要投入更多高精度设备，资金压力大。"武汉驿路通科 技股份有限公司总经理张祥波说，"这条硅光引擎产线的投产，得益于建行武汉光谷自贸区分行为我们 提供的设备更新改造贷款，有了这笔资金，公司加速推进产线智能化升级。" 工作人员在驿路通研发中心对自研器件进行性能测试。王 ...

Group 1 - The A-share CPO sector opened mostly higher, indicating positive market sentiment [1] - Robotech Co. saw a significant increase of over 8%, reflecting strong investor interest [1] - New Yisheng experienced a nearly 3% rise, contributing to the overall positive trend in the sector [1] - Other companies such as Tianfu Communication and Cambridge Technology also showed gains, indicating a broader rally in the CPO sector [1]

Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Views - The optical module market is rapidly expanding, driven by the demand for CW silicon photonic light sources and EML chips due to the growth of AI technologies and data centers [4][5] - The company is expected to see significant revenue growth, with projected revenues of 4.54 billion, 6.47 billion, and 8.88 billion yuan for the years 2025, 2026, and 2027 respectively [6][10] - The company has successfully delivered CW 70mW laser products and is advancing in the development of high-speed EML chips, positioning itself well in the market [5][6] Company Overview - The latest closing price of the company's stock is 166.50 yuan, with a total market capitalization of 143 billion yuan [3] - The company has a total share capital of 0.86 billion shares, with 0.60 billion shares in circulation [3] - The company has a low debt-to-asset ratio of 3.5% and a very high price-to-earnings ratio of -2,378.57 [3] Financial Projections - The company is projected to achieve a net profit attributable to shareholders of 0.92 billion, 1.58 billion, and 2.66 billion yuan for the years 2025, 2026, and 2027 respectively [6][10] - The expected growth rates for revenue are 74.63%, 80.05%, 42.47%, and 37.27% for the years 2024, 2025, 2026, and 2027 respectively [10][11] - The company's gross margin is expected to improve significantly, reaching 57.7% by 2027 [11]

Core Insights - The report analyzes the operational status and future trends of the global optical fiber collimator industry from 2025 to 2031 [1] Industry Overview - The report defines the product and categorizes the optical fiber collimators by type and application, including single-mode and multi-mode [3][4] - It provides a comprehensive analysis of the current development status of the optical fiber collimator industry, highlighting key characteristics and influencing factors [4][10] Market Share and Rankings - The report details the market share and rankings of major companies in the optical fiber collimator market over the past three years, both by sales volume and revenue [4][10] - It includes projections for the market share of leading companies in 2024 [10] Supply and Demand Analysis - The report forecasts the supply and demand situation for optical fiber collimators globally from 2020 to 2031, including production capacity, output, and utilization rates [5][6] - It also analyzes the production and market demand trends specifically for the Chinese market [5][6] Regional Market Analysis - The report examines the market size and growth rates of optical fiber collimators across different regions, including North America, Europe, China, Japan, Southeast Asia, and India [5][6][9] - It provides insights into the sales revenue and market share for these regions from 2020 to 2025, along with forecasts for 2026 to 2031 [5][6][9] Competitive Landscape - The report identifies major manufacturers in the optical fiber collimator industry, detailing their production bases, sales regions, and market positions [5][6] - It includes a competitive analysis of the industry, focusing on market concentration and competition levels among top manufacturers [5][6][10] Product and Application Analysis - The report analyzes the sales and revenue of different types of optical fiber collimators and their applications, providing market share data and forecasts [6][9] - It highlights the trends in pricing for various product types and applications from 2020 to 2031 [6][9] Industry Development Environment - The report discusses the development trends and key driving factors of the optical fiber collimator industry, including a SWOT analysis of Chinese enterprises [8][9] - It also reviews the policy environment affecting the industry in China [8][9]

证券代码：000988 证券简称：华工科技 华工科技产业股份有限公司 投资者关系活动记录表 编号：2025-06 日期：6 月 22 日 | 投资者关系活动 |  特定对象调研 |  | 分析师会议 |  | 媒体采访 | | --- | --- | --- | --- | --- | --- | | 类别 |  业绩说明会 |  | 新闻发布会 |  | 路演活动 | | |  现场参观 |  | 其他 | | | | 参与单位名称及 | 1、 嘉实基金 | | 胡永青、孟丽婷、陈俊杰 | | | | 人员姓名 | 2、 华夏基金 | 郭琨研 | | | | | | 3、 博时基金 | 谢泽林 | | | | | | 4、 建信基金 | 周紫光 | | | | | | 5、 德邦基金 | 董纯 | | | | | | 6、 财通资管 | 李晶 | | | | | | 7、 国金基金 | 范亮 | | | | | | 8、 太平洋资管 | 张晓辉 | | | | | | 9、 申万菱信基金 | 范张翔 | | | | | | 10、富安达基金 | 朱凯 | | | | | | 11、长盛基金 ...