有投资者在互动平台向 仕佳光子提问：最近谷歌和英伟达都在大力推出最新的tpu\gpu处理器，马斯克 公司也在加大处理器高科技的投资。请问董秘贵公司在 光芯片领域是否有北美地区客户业务合作，公 司的产品是否涉及PLC分路器芯片、AWG芯片、DFB激光器芯片等产品是否适配上述北美客户领域， 另外还有哪些具有先进优势的产品？ 仕佳光子回复称，公司光芯片及相关产品已实现全球化市场布 局，凭借稳定的性能与技术优势，获得了包括欧美、东南亚等地区客户的认可。在 光通信领域，公司 凭借成熟的技术积累和规模化制造实力，在多个细分市场确立了竞争力。公司将持续锚定行业趋势与客 户需求，稳步推进产品迭代升级与全球市场拓展。 ...

格隆汇1月14日丨仕佳光子(688313.SH)在投资者互动平台表示，根据公司于2025年7月30日披露的半年 度报告显示，公司数据中心用100G EML已完成初步开发，目前正在客户验证中。后续公司将持续跟进 客户反馈，加快推进验证落地与量产筹备，相关重大进展将严格按照监管要求及时履行信息披露义务。 ...

1月14日，德科立涨5.43%，截至发稿，报148.90元/股，成交13.13亿元，换手率5.82%，总市值235.69亿 元。 资料显示，无锡市德科立光电子技术股份有限公司位于江苏省无锡市新吴区科园路6号，成立日期2000 年1月31日，上市日期2022年8月9日，公司主营业务涉及光收发模块、光放大器、光传输子系统的研 发、生产和销售,产品主要应用于通信干线传输、5G前传、5G中回传、数据链路采集、数据中心互联、 特高压通信保护等国家重点支持发展领域。主营业务收入构成为：传输类75.33%，接入和数据类 23.54%，其他1.13%。 从基金十大重仓股角度 数据显示，太平基金旗下1只基金重仓德科立。太平行业优选A（009537）三季度持有股数9.07万股，占 基金净值比例为6.9%，位居第二大重仓股。根据测算，今日浮盈赚取约69.58万元。 太平行业优选A（009537）成立日期2020年9月1日，最新规模1.08亿。今年以来收益6.47%，同类排名 1958/5520；近一年收益60.58%，同类排名923/4203；成立以来收益28.52%。 太平行业优选A（009537）基金经理为林开盛。 截至发稿， ...

Core Insights - The main market saw a net inflow of 19.182 billion yuan as of January 14, with significant capital flowing into various sectors [1] Group 1: Sector Performance - The top sectors by net capital inflow were: - Internet Services with 7.273 billion yuan and a growth of 6.44% [2] - Software Development with 6.836 billion yuan and a growth of 6.21% [2] - Securities with 2.616 billion yuan and a growth of 2.03% [2] - Optical and Electronic with 1.747 billion yuan and a growth of 2.89% [2] - Photovoltaic Equipment with 1.458 billion yuan and a growth of 2.53% [2] - Computer Equipment with 1.379 billion yuan and a growth of 3.59% [2] - Specialized Equipment with 1.342 billion yuan and a growth of 2.26% [3] - Electronic Components with 1.265 billion yuan and a growth of 2.41% [3] - Batteries with 1.259 billion yuan and a growth of 2.46% [3] - Automotive Parts with 0.931 billion yuan and a growth of 1.37% [3]

1月12日，连云港高新区举行高新基金投资项目签约仪式，奥提赞光晶、启扬光学等6个具备前沿科技属 性与高成长性的优质科创项目正式落地。此次签约精准聚焦显示技术、商业航天、工业视觉等战略性新 兴产业关键领域，是园区践行创新驱动发展战略、加快培育新质生产力的具体举措，标志着其在构建现 代化产业体系、打造高能级产业集群上迈出坚实一步。 校对潘政 据悉，此次签约的6个项目深度契合"投早、投小、投长期、投硬科技"理念，与连云港高新区产业发展 布局高度匹配，重点聚焦关键技术突破与未来产业布局。项目落地后，将集中推进体全息光波导、红外 载荷、工业视觉检测系统等前沿技术产业化应用，既推动园区产业链向高端化、数字化、绿色化升级， 也将强化区域在光电信息、高端装备、航空航天等优势领域的集群效应，为新质生产力培育提供有力支 撑。 通讯员徐欢辛玲扬子晚报/紫牛新闻记者张凌飞 座谈交流中，6家企业负责人均表示，连云港高新区扎实的产业基础、浓厚的创新氛围和高效的服务机 制，为科技成果转化和项目快速落地提供了全周期、全链条优质生态。未来将以此次签约为契机，加速 推进技术产业化与市场拓展，与园区携手塑造区域产业竞争新优势，助力经济高质量发展。 ...

Core Insights - Exosens has secured its largest contract to date for over 7,000 5G image intensifier tubes from ACTinBlack Group, a prominent European manufacturer of advanced night vision systems [2][3][4] - The contract highlights the strong market adoption of Exosens' 5G technology, which is designed for demanding low-light environments and offers significant performance improvements [4][5] - This order reinforces Exosens' position as a strategic supplier for NATO in night vision technologies, contributing to defense sovereignty and operational readiness [6][8] Company Overview - Exosens specializes in high-tech amplification, detection, and imaging technologies, with over 85 years of experience in the field [7] - The company is recognized for its innovation in optoelectronics and operates production and R&D across 12 sites in Europe and North America, employing over 2,000 staff [7] - Exosens is listed on Euronext Paris and is part of several indices, including SBF 120 and CAC Mid 60 [8] Industry Context - ACTinBlack Group is a leader in advanced night vision and optronics technologies, serving defense and law enforcement sectors with a strong reputation among international Special Forces [9] - The procurement of 5G image intensifier tubes underscores the growing demand for advanced night vision solutions in military applications [4][6]

Group 1 - The core viewpoint of the news is that Changying Technology has seen a significant increase in its stock price, rising 5.28% to 61.80 CNY per share, with a total market capitalization of 7.959 billion CNY and a cumulative increase of 18.8% over the past four days [1] - Changying Technology, established on May 18, 2010, specializes in the research, production, and sales of optical fiber gyroscope core components and solutions, focusing on military inertial navigation applications [1] - The company's main revenue sources include optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment (4.17%) [1] Group 2 - Yongying Fund has a significant holding in Changying Technology, with its fund "Yongying Qiyuan Mixed Initiation A" increasing its stake by 463,600 shares, now holding a total of 493,200 shares, representing 4.06% of the fund's net value [2] - The fund has generated a floating profit of approximately 1.529 million CNY today and 4.5821 million CNY during the four-day stock price increase [2] - The fund was established on August 28, 2023, with a current size of 15.6247 million CNY, achieving a year-to-date return of 4.6% and a one-year return of 25.91% [2]

Core Insights - Coherent Corp. (COHR) achieved a 249-basis-point year-over-year growth in gross margin and a significant 1,081 basis-point expansion in operating margin during Q1 of fiscal 2026, indicating strong potential in maximizing value from its AI infrastructure business model [1][10]. Financial Performance - The company experienced a 17.3% year-over-year revenue growth, primarily driven by high demand for its product portfolio, particularly the 1.6T transceiver [2][10]. - Total costs and expenses rose by 2.7% year-over-year in Q1 FY26, which is considered minimal given the strong demand [4]. - The recent divestiture of the Aerospace & Defense business positively impacted gross margin and earnings per share (EPS), contributing to overall profitability [4]. Market Opportunities - Management has initiated 6-inch Indium Phosphide (InP) production in Jarfalla, Sweden, capitalizing on the growth of AI datacenters [3]. - The addressable market for Optical Circuit Switches is valued at over $2 billion, presenting a significant growth opportunity for the company [3]. Stock Performance and Valuation - Coherent's stock price surged by 84.9% over the past year, outperforming the industry average growth of 17% [5]. - The company trades at a forward 12-month price-to-sales ratio of 3.78X, which is higher than its peers Adeia Inc. (4.72X) and Skillsoft (0.15X) [8]. Earnings Estimates - The Zacks Consensus Estimate for COHR's earnings for fiscal 2026 and 2027 has increased by 1.6% and 1.1%, respectively, over the past 60 days [11].

Coherent Corp. (NYSE:COHR) is one of the Best Unstoppable Growth Stocks to Buy Right Now. The stock gained 5.84% on January 2 as the AI rally continues in 2026. The stock has gained more than 120% over the past 6 months. Wall Street maintains a positive outlook on the stock. On December 31, President’s Capital Management initiated Coherent Corp. (NYSE:COHR) with a Buy rating and $300 price target. Earlier on December 17, Meta Marshall from Morgan Stanley raised the price target on the stock from $150 to $ ...

Group 1 - The core point of the news is that Dekoli's stock price increased by 5.29% to 155.51 CNY per share, with a trading volume of 1.378 billion CNY and a turnover rate of 5.86%, resulting in a total market capitalization of 24.615 billion CNY [1] - Dekoli, established on January 31, 2000, and listed on August 9, 2022, specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems, primarily used in key national development areas such as communication trunk transmission and 5G [1] - The company's main business revenue composition is as follows: transmission-related products account for 75.33%, access and data-related products for 23.54%, and others for 1.13% [1] Group 2 - From the perspective of major fund holdings, Ping An Fund has a significant position in Dekoli, with the Ping An CSI 2000 Enhanced Strategy ETF holding 1,026 shares, representing 0.57% of the fund's net value, making it the second-largest holding [2] - The Ping An CSI 2000 Enhanced Strategy ETF, established on December 27, 2023, has a latest scale of 21.7168 million CNY, with a year-to-date return of 4.28% and a one-year return of 42.02% [2] - The fund manager, Li Yan, has been in charge for 2 years and 17 days, with a total asset scale of 11.079 billion CNY, achieving the best fund return of 75.78% and the worst return of 0.17% during his tenure [3]