Core Viewpoint - The stock price of Shijia Photon has surged by 10%, reaching a historical high of 66.95 yuan per share, with a total market capitalization of 30.68 billion yuan [1]. Financial Performance - In the first half of the year, Shijia Photon achieved a revenue of 993 million yuan, representing a year-on-year increase of 121.12%. The net profit was 217 million yuan, up 1712%, and the non-recurring net profit was 214 million yuan, soaring by 12667.42% [4][6]. - For the second quarter, revenue was 556 million yuan, a year-on-year growth of 121.55%, with a net profit of 123 million yuan, reflecting a year-on-year increase of 3414.06% and a quarter-on-quarter growth of 32.47% [4][5]. Business Segments - The main business segments, including optical chips and devices, indoor optical cables, and polymer materials, all saw significant growth in orders. Revenue from optical chips and devices reached 700 million yuan, up 190.92%, while indoor optical cables generated 150 million yuan, a 52.93% increase, and polymer materials brought in 126 million yuan, growing by 23.39% [6][7]. - International revenue amounted to 452 million yuan, marking a 323.59% increase and accounting for 45.5% of total revenue [6][7]. Market Dynamics - The rapid growth in the data communication market is driven by advancements in AI, with Shijia Photon adapting to market demands and enhancing its product competitiveness [4][6]. - The company has completed the R&D of 1.6T optical module AWG chips and components, which are now in customer validation stages, and has successfully developed new products for data centers and AI computing [7]. Stock Performance - Since April 9, Shijia Photon’s stock has increased by over 373%, rising from 12.74 yuan per share to 66.95 yuan per share, translating to more than a fivefold increase. From a low of 6.74 yuan per share last February, the stock has nearly increased tenfold in just over a year [8][9]. Strategic Moves - In addition to its impressive financial performance, Shijia Photon plans to acquire approximately 82% of Fokexima's shares to deepen its footprint in the optical communication sector [10].

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。 ...