Group 1 - The company Exosens has launched a share buyback program to repurchase a maximum of 240,000 shares, which will take place from 31 July 2025 to 31 October 2025 [2][3] - The shares repurchased will be used to cover performance share plans for employees [2] - The buyback program is authorized by the General Meeting of Shareholders held on 23 May 2025, under the 10th resolution, and the purchase price will not exceed the maximum price authorized by shareholders [3] Group 2 - Exosens is a high-tech company with over 85 years of experience in the innovation, development, manufacturing, and sale of high-end electro-optical technologies [5] - The company offers detection components and solutions, including travelling wave tubes, advanced cameras, neutron and gamma detectors, instrument detectors, and light intensifier tubes [5] - Exosens is recognized as a major innovator in optoelectronics, with production and R&D across 11 sites in Europe and North America, employing over 1,900 employees [5]

汇源通信公告，公司于2025年7月22日召开董事会，审议通过了投资设立全资子公司合肥源丰光电有限 公司的议案。近日，该全资子公司已完成工商注册登记手续并取得了《营业执照》。合肥源丰光电有限 公司的注册资本为5000万元人民币，法定代表人为武雪松，成立日期为2025年7月28日，经营范围包括 光电子器件制造、销售，集成电路芯片及产品制造、销售，智能车载设备制造、销售，电子元器件制 造、零售，汽车零部件及配件制造，机械零件、零部件加工、销售，模具制造，集成电路设计，机械设 备研发，以及技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广等。 ...

Core Insights - The company achieved significant growth in its financial performance, with a revenue of 993 million yuan, representing a year-on-year increase of 121.12%, and a net profit of 217 million yuan, reflecting a staggering growth of 1712.00% [1][2] Financial Performance - The company's revenue surged from 449 million yuan in the same period last year to 993 million yuan, marking a growth rate of 121.12% [2] - The net profit attributable to shareholders reached 217 million yuan, a year-on-year increase of 1712.00%, while the net profit excluding non-recurring items was 214 million yuan, up 12667.42% [2] - The net cash flow from operating activities improved significantly, amounting to 11.16 million yuan, with a notable cash inflow of 67.52 million yuan in the second quarter [2] Market Dynamics - The growth in the company's performance is closely linked to structural changes in the global optical communication market, driven by the increasing demand for AI computing power [3] - The global fiber access network is experiencing a significant increase in gigabit penetration, transitioning into the promotion of 10-gigabit networks [3] - Major tech companies are expected to increase capital expenditures significantly, with a projected total of 297.2 billion yuan for 2025, reflecting a 36.8% year-on-year growth [3] Product Development and Market Position - The company has launched several high-speed optical modules and core chips, including the AWG chips for 1.6T optical modules, which have been validated by clients [3] - The company's DWDM AWG products have been successfully integrated into the supply chains of major domestic and international equipment manufacturers [4] - The company has established a complete IDM business system covering chip design, wafer manufacturing, chip processing, and packaging testing, enhancing its self-controlled capabilities [4] Industry Trends - The telecommunications market is expanding, with significant investments expected from global telecom operators, projected to reach 900 billion dollars from 2021 to 2025 [5] - The domestic "East Data West Computing" project and backbone network upgrades are anticipated to further drive demand for high-capacity, multi-channel, broadband DWDM AWG chips and modules [6] - The company plans to increase R&D investment in optical chips and devices, aligning with industry trends towards "passive + active" optoelectronic integration [6]

Company Overview - Exosens is a high-tech company with over 85 years of experience in innovation, development, manufacturing, and sale of high-end electro-optical technologies [3] - The company specializes in detection components and solutions, including travelling wave tubes, advanced cameras, neutron & gamma detectors, instrument detectors, and light intensifier tubes [3] - Exosens is recognized internationally as a major innovator in optoelectronics, with production and R&D conducted across 11 sites in Europe and North America, employing over 1,900 staff [3] - The company is listed on the Euronext Paris regulated market and is part of the Euronext Tech Leaders segment, included in several indices such as SBF 120, CAC All-Tradable, CAC Mid 60, FTSE Total Cap, and MSCI France Small Cap [3] Financial Reporting - Exosens has filed its half-year financial report for the first half of 2025, which ended on June 30, 2025, with the French Financial Markets Authority [2] - The financial report is accessible on the company's website under the section for regulated information and financial reports [2]

共封装光学(CPO)板块短线走低，仕佳光子跌超7%，景旺电子（603228）、生益电子、新易盛 （300502）、旭光电子（600353）等跟跌。 ...

融券方面，当日融券卖出0.02万股，净卖出0.02万股。 7月29日，沪深两融数据显示，凌云光获融资买入额0.35亿元，居两市第592位，当日融资偿还额0.40亿 元，净卖出436.55万元。 最近三个交易日，25日-29日，凌云光分别获融资买入0.48亿元、0.37亿元、0.35亿元。 ...

Core Viewpoint - The company, Shijia Photon, reported significant growth in revenue and net profit for the first half of 2025, driven by advancements in artificial intelligence and a booming data communication market [1][2]. Financial Performance - The company achieved operating revenue of 993 million yuan, a year-on-year increase of 121.12% [1]. - Net profit attributable to shareholders reached 217 million yuan, reflecting a staggering year-on-year growth of 1712.00% [1]. - The net profit excluding non-recurring gains and losses was 214 million yuan, up 12667.42% year-on-year [1]. - The net cash flow from operating activities was 11.16 million yuan, an increase of 158.09% compared to the previous year [1]. Business Segments - The main business segments include PLC optical splitter chips, AWG chips and components, VOA chips and device modules, and various laser chips and devices [2]. - In the first half of 2025, the main business revenue was 976 million yuan, accounting for 98.28% of total revenue, while other business revenue was 17.03 million yuan, making up 1.72% [2]. - Revenue from optical chips and devices reached 700 million yuan, a year-on-year increase of 190.92% [2]. - Revenue from indoor optical cables was 150 million yuan, up 52.93% year-on-year [2]. - Revenue from cable polymer materials was 126 million yuan, reflecting a year-on-year growth of 23.39% [2]. - The company's overseas revenue was 452 million yuan, a remarkable increase of 323.59%, constituting 45.50% of total revenue [2]. Research and Development - The proportion of R&D investment to operating revenue decreased by 5.81 percentage points compared to the previous year, attributed to the faster growth of revenue compared to R&D investment [3]. - R&D investment amounted to 61.42 million yuan, representing a 14.01% increase year-on-year [3]. - The company maintains strategic R&D investments in optical chips and devices, establishing a complete IDM business system covering chip design, wafer manufacturing, processing, and packaging testing [3].

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%。 智通财经APP讯，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，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。 ...

格隆汇7月29日丨仕佳光子(688313.SH)公布，公司于2025年7月29日召开第四届董事会第七次会议，审议通过了《关于使用自有资金进行现金管理的议案》，同意公司在确保不影响主营业务 ...

格隆汇7月29日｜仕佳光子(688313.SH)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%。报告期内，公司深化"无源+有 源"IDM双平台优势，重点推进数通市场等产品的客户开发。其中，1.6T光模块用AWG芯片及组件已完 成研发并进入客户验证阶段；1.6T光模块用MT-FA产品实现批量出货。同时，公司成功开发出数据中心 和AI算力用高功率CWDFB激光器、硅光用耐高温FAU器件等新产品，部分送样验证中，部分完成客户 验证并实现小批量出货。 ...