在经营宗旨与范围上，公司旨在利用各方优势获取良好经济效益和投资回报，经营范围涵盖光集成芯片 及光电芯片、器件等的研制、生产、销售及相关技术服务，以及传感应用相关业务，并可从事货物及技 术进出口业务。 股份相关方面，公司股份发行遵循公开、公平、公正原则，每股面值1元，由有限公司变更为股份公司 时发行股份总数为15,772.14万股，发起人共47人。同时，对股份增减、回购及转让等情形作出严格规 定，例如公司可因特定原因收购自身股份，但需遵循相应决议程序及后续处理要求。 股东和股东会章节明确了股东权利与义务，股东会作为权力机构，拥有选举董事、审议财务方案等多项 职权，并对股东会的召开、提案、表决等程序进行了细致规范。 河南仕佳光子科技股份有限公司近期发布了公司章程，对公司组织、运营、治理等多方面进行了详细规 范，旨在维护公司、股东、职工和债权人的合法权益，提升公司治理水平。 公司前身为河南仕佳光子科技有限公司，于2015年12月28日整体变更为股份有限公司，并在鹤壁市工商 行政管理局注册登记。2020年7月10日经中国证监会同意注册，同年8月12日在上海证券交易所科创板上 市，股票简称"仕佳光子"，股票代码"688 ...

Core Viewpoint - The article discusses the development stages and policies of China's optoelectronic chip industry, highlighting the transition from initial layout to large-scale application and quality improvement, with future goals set for comprehensive upgrades and ecosystem construction by 2025 [1][2]. Policy Development Stages - The optoelectronic chip industry in China has undergone four stages: 1. Initial layout (2015-2017) focusing on infrastructure and emerging industry cultivation 2. Technological breakthroughs and application exploration (2018-2021) emphasizing core technology and localization 3. Large-scale application and quality enhancement (2022-2023) aimed at expanding scenarios and improving quality 4. Comprehensive upgrade and ecosystem construction (2024-2025) centered on technological innovation and standard improvement [1]. National Policy Summary - The optoelectronic chip is crucial for optical signal conversion, offering advantages such as small size, low power consumption, and high integration, which enhance transmission efficiency in optical communication systems [2]. - Since 2016, multiple policies have been issued by the State Council and the Ministry of Industry and Information Technology to support the development of the optoelectronic chip industry [2]. Key Policies and Plans - A summary of key policies and plans until 2025 includes: - Guidelines for updating and transforming production and testing equipment in electronic components [4]. - Implementation of the future industry innovation development plan to address foundational component shortages [4]. - Standardization initiatives for electronic information manufacturing and high-end chip standards [4][8]. - Plans to enhance the reliability of electronic components and promote the development of high-performance power semiconductors [5][6]. Impact of National Policies - National policies influence the optoelectronic chip industry through: - Encouragement of common key technology and frontier technology research [11]. - Implementation of industrial foundation reconstruction projects to strengthen supply chain resilience [11]. - Development of standard systems and expansion of application scenarios in various fields [11][13]. Provincial Policies Overview - Various provinces have introduced policies to support the optoelectronic chip industry, focusing on: - Technological breakthroughs in silicon photonic chips and high-speed optical communication chips [14][20]. - Financial subsidies and the establishment of innovation platforms, such as Guangdong's plan to create over ten innovation platforms [14]. - Collaborative development of industrial clusters and expansion into applications in 5G and quantum technology [20][18].

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：市场规模;产品结构;区域结构 1、全球光电芯片行业发展历程 全球光电芯片的发展历程可系统划分为技术奠基与器件探索期(20世纪60年代–90年代初)、通信驱动与 规模化应用期(90年代–2010年代)及融合创新与场景裂变期(2010年代至今)三大核心阶段。这一演进不仅 反映了从实验室原理到产业化爆发的技术成熟曲线，更深刻映射了通信技术革命、算力需求升级及材料 科学突破的协同驱动逻辑。 2、全球光电芯片市场规模 全球流量快速增长、各场景对带宽的需求不断提升，带动高速率模块器件市场的快速发展，2024年全球 光电芯片市场规模已攀升至35亿美元，同比增长25.9%。 3、全球光电芯片企业布局情况 当前，全球光芯片产业已进入技术创新与市场扩张的双轮驱动阶段。从通信骨干网到消费终端，从工业 制造到医疗国防，光芯片正以"光电转换核心"的角色，重构数字时代的基础设施版图。全球光电芯片企 业布局情况如下： 资料来 ...

Industry Overview - The optical chip industry, also known as photonic chips, is categorized into laser chips and detector chips, with laser chips converting electrical signals to optical signals and detector chips converting optical signals back to electrical signals [1][4] - The industry chain consists of upstream material and equipment suppliers, midstream chip design and production, and downstream optical device manufacturers and end customers [1][4] Industry Development Stages - The development of China's optical chip industry has gone through three stages: initial exploration from the late 1980s to 2000, technology accumulation from 2000 to 2017, and rapid breakthroughs since 2017 with accelerated domestic substitution [8][10] Policy Background - National policies are promoting the development of the optical chip industry through technology research, standard establishment, and ecosystem construction, aiming to enhance competitiveness and application levels across various fields [10][11] Investment Trends - Investment activity in the optical chip industry has seen a decline, with 50 financing events in 2022, but only 15 events with approximately 1.7 billion yuan in funding from early 2025 to July 2025 [13] Market Size and Growth - The market size of China's optical chip industry is projected to reach approximately 15.2 billion yuan in 2024, with a compound annual growth rate of about 10% from 2020 to 2024 [14] Domestic Production Levels - The domestic production levels of optical chips vary by speed and type, with higher levels of localization in lower-speed chips, while high-speed chips still show significant reliance on imports [15][19] Application Areas - The primary application of optical chips is in telecommunications, where they serve as core components in fiber optic communication systems [20] Competitive Landscape - High-end optical chip products are heavily reliant on foreign suppliers, with leading companies in the high-speed optical chip market being from Europe, the US, and Japan, while Chinese companies dominate the mid-to-low-speed chip market [22] Regional Distribution - The midstream optical chip manufacturing industry is concentrated in central and southeastern coastal regions of China, with Hubei province having the highest concentration of companies [24] Future Market Predictions - The optical chip manufacturing industry is expected to approach a market size of 35 billion yuan by 2030, driven by significant demand in telecommunications, consumer electronics, and automotive sectors [27] Industry Trends - The industry is witnessing trends such as expanding application scenarios into smart computing, autonomous driving, and medical sensing, along with a focus on high integration and energy efficiency in technology [30]

Core Insights - The global optoelectronic chip industry has experienced a fluctuating decline in patent applications and disclosures from 2020 to 2024, with a notable decrease in 2024 compared to 2023 [1][2]. Patent Application Trends - The number of patent applications in the global optoelectronic chip industry showed a gradual increase from 2013 to 2019, followed by a decline from 2020 to 2024, with only 119 applications in 2024, a decrease of 257 from 2023 [1]. - The number of patent disclosures also followed a similar trend, with 1,263 disclosures in 2024, down by 294 from 2023, and only 596 disclosures recorded from January to July 2025 [2]. Leading Applicants - The top three applicants in the global optoelectronic chip industry as of 2025 are OSRAM OPTO SEMICONDUCTORS GMBH, SAMSUNG ELECTRONICS CO., LTD, and DISCO ABRASIVE SYST LTD [4]. Geographic Trends - The United States is identified as the leading region for patent applications in the optoelectronic chip industry, followed by Japan, South Korea, the European Patent Office, and Germany [5][8]. Popular Technologies - The top three technologies in patent applications within the optoelectronic chip industry as of 2025 are: 1. H01S5/183 (Vertical cavity surface emitting lasers - VCSEL) with 18,394 patents 2. H01L23/00 (Parts of semiconductor or other solid-state devices) with 16,534 patents 3. H01L27/146 (Imaging device structures) with 14,174 patents [9][12].

Group 1: Market Trends - The domestic chip industry is expected to experience significant growth this year due to rapid increases in computing power consumption [7] - Micron Technology's stock rose by 6.28% as it enters the platform verification stage for DDR6, with DDR4 prices expected to continue rising until the end of 2025 [8] - The advanced packaging sector is identified as a foundation for domestic computing power development, with companies like Yongxi Electronics showing a revenue increase in wafer-level packaging products [11] Group 2: AI and Computing Technologies - Huawei is set to release breakthrough technologies in AI inference at a forum on August 12 [13] - Optical chips are highlighted as the new engine for computing power in the AI inference era, with significant commercial applications anticipated as technology matures and costs decrease [20] - The brain-computer interface industry is receiving policy support, with key technology breakthroughs expected by 2027 [22] Group 3: Company Highlights - Innovation Medical has seen a stock increase of 26.86% over five days, driven by its involvement in brain-computer interface projects and partnerships with hospitals [23][24] - Source Technology and Zhizhang Technology experienced stock increases of 10.71% and a 20% limit up, respectively, following news of advancements in optical chips [20] - Changcheng Military Industry's stock rose by 25.56% as AI in military applications is expected to change future warfare dynamics [25]

Core Viewpoint - The global semiconductor industry continues to grow, with record sales in May 2025, driven by both advanced and mature processes across various applications, including AI and automotive electronics [1][5]. Industry Overview - In Q2 2025, global semiconductor sales reached approximately $58.98 billion, marking a year-on-year increase of 27% and a month-on-month increase of 3.54% [5]. - The advanced process remains a significant driver for the industry, with applications in AI and high-performance computing [5][6]. Financing Dynamics - In Q2 2025, there were 253 financing cases in the semiconductor industry, a 78.16% increase quarter-on-quarter and a 94.61% increase year-on-year, with total financing amounting to 14.894 billion yuan [1][18]. - The communication chip sector led in financing cases with 24 instances, while AI chips followed closely with 22 cases [1][20]. Key Financing Events - Major financing events included a 9.4 billion yuan financing for Changjiang Storage and a 1 billion yuan financing for AI chip company Aixin Yuanzhi [30][18]. Industry Trends - The demand for AI computing power is experiencing explosive growth, with the global AI server market projected to expand significantly from $12.2 billion in 2020 to $125.1 billion by 2024 [33]. - The optical chip market is expected to see substantial growth, with a projected market size exceeding $30 billion by 2027, driven by advancements in AI, 5G, and data center expansions [39].

Economic Performance - The total GDP of Gongshu District reached 220.63 billion yuan in 2024, with a growth rate of 4% [5] - The added value of the service industry was 201.41 billion yuan, growing by 4.9%, while the industrial added value was 10.96 billion yuan, increasing by 3.9% [6] - The general public budget revenue was 17.91 billion yuan, and the per capita disposable income of residents was 86,062 yuan [6] Consumer Market - Gongshu District's retail sales of consumer goods reached 165.86 billion yuan in 2024, with a year-on-year growth of 3.5%, maintaining the top position in Hangzhou for four consecutive years [7] - The district's restaurant industry saw an impressive growth rate of 8.5%, leading the city [8] - The introduction of new dining establishments in the Wulin business district has attracted a significant number of food enthusiasts, with over 100 new stores introduced since 2023 [8][9] Innovation and Technology - In the first quarter of this year, the added value of strategic emerging industries accounted for 81.1% of the industrial added value, ranking first in the city [10] - The Zhejiang Intelligent Ship Innovation Center, a key project, is set to be completed by December 2026, focusing on developing critical technologies in collaboration with Zhejiang University [11] - Gongshu District is establishing an innovation ecosystem centered around universities, integrating various resources to foster technological advancements [12] Community Services - The "Happiness Home" initiative in Gongshu District has established 30 centers, serving over 937,800 residents with various community services [13] - The district has opened six children's learning centers and ten elderly learning centers, serving thousands of individuals [14] - Community dining services have reached 123 locations, achieving a "15-minute service circle" for residents [14]