天眼查App显示，近日，四川长玖光电有限公司成立，法定代表人为陈君，注册资本200万人民币，经 营范围为一般项目：智能基础制造装备制造；智能控制系统集成；照明器具制造；光电子器件销售；电 子元器件制造；电子元器件批发；照明器具生产专用设备制造；照明器具生产专用设备销售；塑料制品 制造；塑料制品销售；五金产品制造；智能仪器仪表制造；智能仪器仪表销售；信息系统集成服务；货 物进出口；技术进出口；工艺美术品及礼仪用品制造（象牙及其制品除外）；灯具销售；显示器件销 售；半导体照明器件销售；工艺美术彩灯制造。（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）。 ...

转自：前瞻产业研究院 行业主要上市公司：源杰科技(688498.SH)、长光华芯(688041.SH)、光迅科技(002281.SZ)、仕佳光子 (688313.SH)、华工科技(000988.SZ)等 本文核心数据：申请与公开数量;申请人排名 1、专利申请数量呈波动下降趋势 2013-2019年全球光电芯片行业专利申请数量逐步上升，随后2020-2024年逐步下降，2024年全球光电芯 片行业专利申请数量(不含中国，下同)119项，较2023年减少257项。 注：1)筛选关键词："Laser chip OR detector chip OR optical chip OR VCSEL OR DFB OR FP OR EML";2) 国民经济行业分类："C3976光电子器件制造";3)统计范围不包括中国;4)查询时间：2025.8.12;5)下同 2、专利公开数量呈波动下降趋势 2013-2021年全球光电芯片行业专利公开数量呈波动上升趋势，2022-2024年逐步下降;2024年全球光电芯 片行业专利公开数量1263项，较2023年减少294项。2025年1-7月全球光电芯片行业专利公开数量仅596 项。 ...

证券代码：300620 证券简称：光库科技 公告编号：2025-058 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 1、公司简介 实际控制人报告期内变更 □适用 √不适用 公司报告期实际控制人未发生变更。 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 □是 √否 4、控股股东或实际控制人变更情况 控股股东报 ...

Group 1 - In June, the revenue of industrial enterprises above designated size increased by 1.0% year-on-year, maintaining the same growth rate as in May [1] - The total profit of these enterprises reached 715.58 billion yuan, with a year-on-year decline narrowing by 4.8 percentage points compared to May [1] - The manufacturing sector showed significant improvement, with profits turning from a decline in May to a growth of 1.4% in June [3] Group 2 - The equipment manufacturing industry played a crucial role, with June revenue increasing by 7.0% year-on-year, accelerating by 0.3 percentage points compared to May [3] - Profits in the equipment manufacturing sector grew by 9.6%, contributing to a 3.8% increase in total industrial profits [3] - High-end, intelligent, and green manufacturing is advancing, with industries such as electronic materials, smart consumer devices, and lithium-ion batteries seeing profit increases of 68.1%, 40.9%, and 72.8% respectively [5] Group 3 - The "Two New" policies continue to show positive effects, leading to significant profit improvements in related industries [7] - In June, industries such as medical instruments and general components manufacturing experienced rapid profit growth due to large-scale equipment updates [7] - From January to June, the cumulative revenue of industrial enterprises above designated size grew by 2.5% [7]

Group 1 - In June, profits of China's industrial enterprises above designated size decreased by 4.3% year-on-year, a reduction in decline by 4.8 percentage points compared to May [1] - The manufacturing sector showed significant improvement, with profits shifting from a 4.1% decline in May to a 1.4% increase in June [1] - Cumulatively, from January to June, profits of industrial enterprises above designated size fell by 1.8% year-on-year [1] Group 2 - In June, the operating income of industrial enterprises increased by 1.0% year-on-year, maintaining the same growth rate as in May, which supports profit recovery [1] - The equipment manufacturing sector's operating income grew by 7.0% year-on-year, accelerating by 0.3 percentage points from May, with profits turning from a 2.9% decline in May to a 9.6% increase in June [1] - The automotive industry saw a remarkable profit increase of 96.8% due to promotional activities and investment returns from key enterprises [1] Group 3 - Profits in high-end, intelligent, and green manufacturing sectors grew rapidly in June, with electronic special materials manufacturing, aircraft manufacturing, and marine engineering equipment manufacturing seeing profit increases of 68.1%, 19.0%, and 17.8% respectively [2] - The lithium-ion battery manufacturing and biomass energy generation sectors reported profit increases of 72.8% and 24.5% respectively [2] - The smart unmanned aerial vehicle manufacturing and computer assembly manufacturing sectors experienced profit growth of 160.0% and 97.2% respectively, driven by the effectiveness of the consumption upgrade policy [2]

Summary of the Conference Call for Shijia Photonics Company Overview - **Company**: Shijia Photonics - **Acquisition Target**: Dongguan Foxima, acquiring 82.3% of shares to enhance technical strength and market competitiveness [2][3] Key Points and Arguments - **Acquisition Purpose**: The acquisition aims to address the MPX chip shortage and enhance the long-term competitiveness of the MPO business by securing production capabilities for MTX chips [2][6] - **Financials of Foxima**: As of Q1 2025, Foxima reported revenues of 82.57 million yuan and a net profit of 30.68 million yuan [2][3] - **Shareholding Structure**: The shareholding arrangement considers the cyclical holding issues of the optoelectronic fund and the willingness of minority shareholders to support long-term development [2][5] - **Production Capability**: The acquisition will allow Shijia Photonics to gain production process capabilities for MTX chips, ensuring a stable supply and reducing overall product costs [6] - **Competitive Position**: Foxima is a leading domestic supplier of METX chips, with competitive product matrix and technical capabilities compared to overseas rivals, though it faces challenges in customer certification and talent retention [7] Industry Dynamics - **Market Demand**: The demand for AWG and MPO businesses remained stable in Q2, with Shijia Photonics maintaining a strong performance despite tariff pressures [4][9] - **Tariff Impact**: New tariffs imposed by the Trump administration on Southeast Asian countries are expected to have a minimal impact on Shijia Photonics, as clients can apply for exemptions [12] - **Supply Chain Stability**: The company has not faced significant material supply issues in Q2, with good collaboration with fiber and cable manufacturers [15] Additional Insights - **Cost Optimization**: While specific quantitative data on cost optimization from the acquisition is not available, the synergy effects are expected to gradually reflect in gross margins [8] - **Future Developments**: The company is actively working on audits and evaluations related to the acquisition, with updates expected in August [10] - **Product Development**: Shijia Photonics is progressing well with its core product AWT, with healthy demand and production ramp-up [17] - **Market Coverage**: The company currently does not have a systematic focus on the new 800G MWDM demand [18] This summary encapsulates the key aspects of Shijia Photonics' conference call, highlighting the strategic acquisition, financial performance, industry dynamics, and future outlook.

Core Viewpoint - The acquisition of Wuhan Jabil by Guangku Technology aims to enhance its product line and market position in the optical components sector, leveraging Jabil's existing capabilities and customer resources [1][2]. Group 1: Acquisition Details - Guangku Technology announced the acquisition of Wuhan Jabil for a total consideration of $17 million plus adjustments based on the company's net cash and transaction costs at closing [1][2]. - The acquisition will result in Guangku Technology holding 100% of Wuhan Jabil, making it the sole shareholder [1]. Group 2: Financial Performance - Wuhan Jabil reported a revenue of 241 million yuan and a net profit of 6.5164 million yuan in 2024, with a total asset value of 294 million yuan at the end of the first quarter [1]. - JBL, the parent company of Wuhan Jabil, experienced a significant decline in net profit, reporting approximately $200 million, down 80% year-on-year [1]. Group 3: Strategic Benefits - The acquisition is expected to optimize Guangku Technology's customer structure, enrich its product line, and expand production scale, thereby enhancing overall competitiveness [2]. - Guangku Technology's products are widely used in core areas of the optical fiber laser, optical fiber communication, and data center industries, with a total revenue of 999 million yuan in the previous year, reflecting a year-on-year growth of approximately 40% [2]. Group 4: Future Development Plans - Guangku Technology plans to focus on the development of optical fiber laser devices, optical communication devices, lithium niobate modulators, and photonic integrated devices [3]. - The company aims to enhance its integrated multifunctional component offerings and expand into the laser radar integration module market, particularly with 1550nm emitting light source modules [3]. - In 2024, Guangku Technology increased its R&D investment in high-speed lithium niobate modulator chips and laser radar light source modules, with R&D expenses reaching 141.49 million yuan, a year-on-year increase of 14.19% [3].

Economic Overview - In the first four months of 2023, multiple economic indicators showed a year-on-year growth acceleration compared to Q1, indicating stable growth in production and demand, overall stable employment, and the accumulation of new growth drivers [1][4] - The National Bureau of Statistics reported that the total value of goods imports and exports increased by 2.4% year-on-year, accelerating by 1.1 percentage points compared to Q1 [4] Industrial Growth - In April, the industrial added value of large-scale enterprises increased by 6.1% year-on-year, exceeding market expectations by 0.9 percentage points [2] - Among 41 major industries, 36 experienced year-on-year growth, indicating a broad growth base [2] - High-tech manufacturing added value grew by 10% year-on-year, significantly outpacing overall industrial growth [2][3] New Growth Drivers - In April, production of new energy vehicles and lithium-ion batteries for vehicles surged by 38.9% and 61.8% respectively, showcasing rapid growth in smart products [3] - The manufacturing value added of smart drones and smart vehicle-mounted equipment increased by 74.2% and 29.3% respectively, far exceeding the overall industrial growth rate [3] Employment Situation - The urban surveyed unemployment rate in April was 5.1%, a decrease of 0.1 percentage points from the previous month, marking two consecutive months of decline [7] - The average urban surveyed unemployment rate for January to April was 5.2%, consistent with the same period last year [7] Investment Trends - From January to April, fixed asset investment (excluding rural households) reached 147,024 billion yuan, growing by 4.0% year-on-year, with a 0.10% month-on-month increase in April [5][6] - The focus on improving and safeguarding livelihoods, along with significant regional strategies, is expected to drive sustained investment growth [6]

Core Viewpoint - The article highlights that China's economy is showing signs of stable growth, with various economic indicators improving in the first four months of the year, despite external uncertainties. The industrial sector, in particular, has demonstrated robust performance, driven by policy support and innovation [1][5]. Economic Indicators - In April, the industrial added value for large-scale enterprises increased by 6.1% year-on-year, surpassing market expectations by 0.9 percentage points [3][4]. - From January to April, the total value of goods imports and exports grew by 2.4% year-on-year, accelerating by 1.1 percentage points compared to the first quarter [7]. - Retail sales of consumer goods rose by 4.7% year-on-year in the same period, with service retail sales increasing by 5.1% [7][8]. Industrial Performance - In April, 36 out of 41 major industries reported year-on-year growth, indicating a broad-based recovery in industrial production [4]. - High-tech manufacturing saw a significant increase, with added value growing by 10% year-on-year, driven by sectors such as integrated circuit manufacturing and optoelectronic device manufacturing, which grew by 21.3% and 19%, respectively [4]. - Production of new energy vehicles and lithium-ion batteries surged by 38.9% and 61.8%, respectively, showcasing the growth of industrial new momentum [4]. Employment Situation - The urban surveyed unemployment rate in April was 5.1%, a decrease of 0.1 percentage points from the previous month, indicating a stable employment environment [9]. - The average urban surveyed unemployment rate from January to April was 5.2%, consistent with the same period last year [9]. Investment Trends - Fixed asset investment (excluding rural households) reached 147,024 billion yuan, growing by 4.0% year-on-year, with a notable 8.0% increase when excluding real estate development [8]. - The article emphasizes the potential for industrial upgrades and the positive development of emerging industries, such as high-end equipment and artificial intelligence [8].