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富信科技: 广东富信科技股份有限公司关于自愿披露Micro TEC产品研发进展的公告
Zheng Quan Zhi Xing· 2025-07-21 16:18
随着云计算、人工智能(AI)、大数据等新一代信息技术对算力需求的持续 攀升,部分高速率光模块需要使用 Micro TEC 产品进行精密温控散热,以满足高 性能要求。器件公司研发的 Micro TEC 产品性能已达到行业先进水平,于近日通 过了通信领域某头部企业的产品验证并实现批量供货。 二、对公司的影响 公司近年来通过持续的研发投入和技术攻关,在关键核心技术领域取得重要 突破。此次产品研发通过验证不仅体现了客户对公司核心技术能力的认可,更标 志着公司在通信领域产业化进程中取得关键进展,为后续业务拓展奠定了坚实基 础,将对公司在通信领域的业务增长及盈利能力提升产生积极影响。 证券代码:688662 证券简称:富信科技 公告编号:2025-028 广东富信科技股份有限公司 关于自愿披露 Micro TEC 产品研发进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 近日,广东富信科技股份有限公司(以下简称"公司")控股子公司广东富信 热电器件科技有限公司(以下简称"器件公司")研发的应用于 400G/800G 高速率 ...
【公告全知道】光模块+铜缆高速连接+芯片+华为!公司SR数通光模块完成开发及多平台验证
财联社· 2025-07-21 14:18
每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ①光模块+铜缆高速连接+芯片+华为!这家公司SR数通光模块完成开发及多平台验证,高速铜缆系列产品 已实现小批量交付;②水利+海洋经济+抽水蓄能+人工智能!这家公司具有水利行业甲级资质且在多项大 型水利工程积累丰富经验;③人形机器人+可控核聚变+多模态AI+军工!公司与乐聚机器人合作并聚焦具 身智能机器人。 ...
长盈通: 2025年半年度业绩预告的自愿性披露公告
Zheng Quan Zhi Xing· 2025-07-21 08:13
武汉长盈通光电技术股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 证券代码:688143 证券简称:长盈通 公告编号:2025-052 一、本期业绩预计情况 (一)业绩预告期间 武汉长盈通光电技术股份有限公司董事会 三、本期业绩变化的主要原因 报告期内,光纤环器件订单需求持续增长,公司快速响应市场,坚持以客户 为中心,积极扩大产能规模,加强内部人员培训,光纤环器件交付量较上年同期 大幅增长,公司业务盈利情况持续改善。 四、风险提示 公司不存在影响本次业绩预告内容准确性的重大不确定因素,本次业绩预告 是基于公司财务部门判断所进行的初步核算,未经注册会计师审计。 五、其他说明事项 以上预告数据仅为初步核算数据,具体准确的财务数据以公司正式披露的 特此公告 (二)业绩预告情况 步测算,预计报告期内实现营业收入人民币17,288.00万元到21,130.00万元,较 上年同期相比,将增加3,605.17万元到7,447.17万元,同比增加26.35%至54.43%。 加72.12%至110.33%。 二、上年同期业绩情况 ...
盘中创历史新高A股名单一览:多只AI硬件、创新药概念股在列
Xin Lang Cai Jing· 2025-07-19 14:19
智通财经7月19日讯(编辑 平方)据Choice数据统计显示,剔除新股次新股以及ST股,包括舒泰神、上纬新材、一品红、胜宏科技、昂利康、仕佳光子、新 易盛、益方生物-U、潍柴重机、博瑞医药、亿田智能、奔朗新材、诺诚健华-U、佳合科技、中际旭创、上海洗霸、圣诺生物、东山精密、森林包装、康辰 药业、鼎泰高科、迈威生物-U、沪电股份、景旺电子、泽璟制药-U、应流股份、力鼎光电、信立泰、平安电工、广合科技、焦点科技、生益科技、宏创控 股、中航沈飞、海思科、亚翔集成和博隆技术在内的37家A股上市公司周五盘中创出历史新高(前复权),具体详见下图: 全球环保耐蚀树脂的主要供应商上纬新材周五收盘录得20CM八连板且均是一字板,刷新历史新高至33.47元/股。上纬新材7月8日公告,智元机器人拟至少 收购公司63.62%股份。公开资料显示,智元机器人为国内具身智能头部公司。随后,上纬新材股价开启大幅上涨,期间,上纬新材多次发布异动公告称, 智元机器人股权收购能否完成尚存在不确定性。此外,据蓝鲸新闻7月9日报道,智元机器人否认拟收购上纬新材63.62%股份为借壳上市,并称二者业务协 同方案后续会对外公布。 | | | 周五盘中创历 ...
POET Technologies Completes Previously Announced US$25M Non-brokered Public Offering
Globenewswire· 2025-07-17 16:02
TORONTO, July 17, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Corporation") (TSXV: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, is pleased to announce that it has completed its previously announced non-brokered public offering of an aggregate 5,000,000 units of the Corporation (the "Units") at a price of US$5.00 per Unit for aggregate gross proceeds to the Corporation of US$25,00 ...
仕佳光子拟关联收购福可喜玛 标的净利飚现金流跟不上
Zhong Guo Jing Ji Wang· 2025-07-11 08:00
Core Viewpoint - Shijia Photon (300410.SZ) announced a plan to acquire 82.3810% equity of Dongguan Fokexima Communication Technology Co., Ltd. through a combination of issuing shares and cash payment, alongside raising supporting funds [1][2] Group 1: Transaction Details - The transaction involves issuing shares and cash payment to acquire assets and raise supporting funds, with the success of fundraising contingent on the successful implementation of the asset acquisition [1][3] - The shares will be issued at a price of 28.24 yuan per share, with the type being ordinary A-shares with a par value of 1.00 yuan [2][3] - The total amount of supporting funds raised will not exceed 100% of the transaction price for the asset acquisition, and the number of shares issued for fundraising will not exceed 30% of the total share capital post-transaction [3] Group 2: Financial Performance of Target Company - The target company, Fokexima, reported revenues of 83.1769 million yuan, 270.3608 million yuan, and 82.5780 million yuan for the years 2023, 2024, and Q1 2025 respectively, with net profits of 18.2246 million yuan, 79.9412 million yuan, and 30.6865 million yuan [4][5] - As of March 31, 2025, Fokexima's total assets were 2.487 billion yuan, with owner’s equity of 1.968 billion yuan [5] Group 3: Historical Context - Shijia Photon was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 12, 2020, with an initial issuance of 46 million shares at a price of 10.82 yuan per share [6] - The company raised a total of 498 million yuan during its IPO, with net proceeds of 445 million yuan, which was lower than the planned amount by 55.1025 million yuan [7]
国星光电: 第六届监事会第八次会议决议公告
Zheng Quan Zhi Xing· 2025-07-10 11:07
佛山市国星光电股份有限公司 本公司及监事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或者重大遗漏。 证券代码:002449 证券简称:国星光电 公告编号:2025-034 佛山市国星光电股份有限公司(以下简称"公司")第六届监事会第八次会议 已于 2025 年 7 月 4 日以面呈、邮件等方式发出通知,并于 2025 年 7 月 10 日以 现场方式召开。本次会议由王伟东先生主持,会议应出席监事 3 人,实际出席监 事 3 人。本次会议的通知、召开以及参会监事人数均符合相关法律、法规、规则 及《公司章程》的有关规定。 与会监事经认真审议和表决,形成决议如下: 一、审议通过《关于公司符合向特定对象发行股票条件的议案》 表决结果:2 票同意,0 票反对,0 票弃权。关联监事彭奋涛已就此议案回 避表决。 根据《公司法》《证券法》《上市公司证券发行注册管理办法》等有关法律、 法规及规范性文件的规定,经对公司的相关情况进行认真的自查论证后,监事会 认为公司符合向特定对象发行股票的有关规定,具备向特定对象发行股票的条件 和资格。 本议案尚需提交公司 2025 年第一次临时股东会审议。 二、逐项 ...
国星光电:拟定增募资不超过9.81亿元
news flash· 2025-07-10 10:43
Group 1 - The company Guoxing Optoelectronics (002449) plans to issue A-shares to no more than 35 specific investors, including its controlling shareholder Foshan Lighting (000541) [1] - The total amount of funds to be raised is not more than 981 million yuan, which will be used for various projects including "Ultra HD display Mini/Micro LED and display module production construction project" and "Optoelectronic sensing and smart health device industrialization construction project" [1] - Foshan Lighting intends to subscribe for 116 million yuan of the shares [1] Group 2 - The number of shares to be issued will not exceed 30% of the company's total share capital before the issuance [1] - The issuance price will be no less than 80% of the average trading price of the company's A-shares over the 20 trading days prior to the pricing benchmark date [1]
兴业证券:全球AR市场迎爆发式增长 光波导技术引领产业升级
智通财经网· 2025-07-01 03:52
Group 1 - Global AR glasses sales are expected to reach 650,000 units in 2025, representing a 30% year-on-year growth, with AI+AR glasses using waveguide technology being the main growth driver [1] - In 2024, global AR sales are projected to be 500,000 units, with 112,000 units sold in Q1 2025, and a potential to exceed 1.5 million units by 2027 [1] - The AR near-eye display system includes various optical imaging modules, with diffractive waveguides emerging as the most promising optical solution due to their lightweight and high light transmittance [2] Group 2 - The SiC substrate industry is experiencing significant capacity expansion, particularly among Chinese companies, with local production expected to grow over 40% in 2024 [3] - The global SiC substrate market is highly concentrated, with four major companies—Wolfspeed, Tianke HeDa, TianYue Advanced, and High意科技—holding a combined market share of 82% [3] Group 3 - The AR glasses market is primarily driven by consumer penetration, with ongoing advancements in waveguide and micro-display technologies expected to lead to lightweight and cost-effective solutions [4] - Recommended companies in the AR industry include waveguide manufacturers such as GoerTek, Crystal Optoelectronics, Lante Optics, and SuDa WeiGe, as well as SiC manufacturers like Sanan Optoelectronics, JingSheng Mechanical and Electrical, and TianYue Advanced [4]
今起停牌!10倍业绩暴增股大动作,拟购买福可喜玛控股权
Ge Long Hui· 2025-06-30 02:54
Core Viewpoint - The company Shijia Photon is planning to acquire a controlling stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds. The transaction is still in the planning stage, and the valuation of Fokexima has not yet been finalized [1]. Group 1: Transaction Details - Shijia Photon announced the acquisition of Fokexima, which is currently in the planning phase and may or may not constitute a major asset restructuring [1]. - The registered capital of Fokexima is 23.75 million yuan, and it specializes in the development and application of high-tech products such as MT/MPO connectors and precision plastic components [6]. - The preliminary major counterpart in this transaction is Hongqi Optoelectronics Fund, which has a total scale of 402 million yuan, with Shijia Photon committing 160 million yuan, accounting for 39.8% of the total investment [7]. Group 2: Financial Performance - Fokexima achieved revenue of 220 million yuan and a net profit of 65.23 million yuan from January to October 2024, compared to its full-year 2023 revenue of 83.18 million yuan and net profit of 18.22 million yuan [6]. - The total assets of Fokexima increased from 113.64 million yuan in 2023 to 217.37 million yuan in 2024, while total equity rose from 93.85 million yuan to 149.08 million yuan during the same period [7]. Group 3: Market Impact - Following the announcement, Shijia Photon will be suspended from trading starting June 30, 2025, with an expected suspension period of no more than 10 trading days [4]. - The stock price of Shijia Photon has seen significant growth, with a peak increase of over 365% since September 18, and a maximum price of 39.95 yuan per share, approaching its historical high of 46.83 yuan [10].