行情速递 ① 主 板 领 涨 ， 粤 传 媒 (+10.07%)/ 旭 光 电 子 (+10.05%)/ 引 力 传 媒 (+10.03%)/ 元 隆 雅 图 (+10.03%)/楚天龙(+10.01%) / ②创业板领涨， 旗天科技(+16.86%)/润欣科技(+15.67%)/苏州天脉(+9.37%) / ③科创板领涨， 光云科技 (+9.89%)/卓易信息(+8.93%)/海天瑞声 (+7.79%)/ ④活跃子行业， SW营销代理(+4.00%)/SW品牌消费电子(+2.80%)/ 国内新闻 ③赛意信息，发布关于投资建设赛意信息全球研发中心的公告/公司拟投资约 3.3亿元人民币建设全球研发中心/预计建设周期30个月/资金来源为自筹资 金/ ④ 莱尔科技，发布2024年年度权益分派实施公告/公司2024年年度拟向全 体股东每10股派发现金红利0.66元（含税）/合计拟派发现金红利为 10,142,271.48元（含税） / 海外新闻 ① 半导体产业纵横，美国芯片制造商高通周一同意以约24 亿美元的价 格收购英国半导体公司 Alphawave/该公司还推出了首款"硅产品"/可帮 助实现大型数据中心的高速连接 ...

自主可控中试平台， 实现晶圆级光子芯片集成工艺突破 光量子芯片是光量子计算的核心硬件载体，其产业化进程将推动我国在量子信息领域实现自主可 控，更是抢占全球量子科技竞争制高点的战略支撑。此前，因共性关键工艺技术平台的缺失， 我 国光量子技术面临"实验室成果难以量产"的困境，是制约产业发展的"卡脖子"难题，而光子芯片 中试线的启用成为破局关键。 上海交大无锡光子芯片研究院于2022年12月启动国内首条光子芯片中试线建设，2024年9月，集光 子芯片研发、设计、加工和应用于一体的光子芯片中试线正式启用。如今， 首片晶圆成功下线， 中试平台实现量产通线，彰显了项目建设的高效与成果。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自上海交通大学无锡光子芯片研究院，谢谢 。 入选国家工信部"首批重点培育中试平台"名单不到1个月，上海交大无锡光子芯片研究院(CHIPX) 再次迎来重磅时刻：6月5日， 首片6寸薄膜铌酸锂光子芯片晶圆在国内首个光子芯片中试线下线， 同时实现了超低损耗、超高带宽的高性能薄膜铌酸锂调制器芯片的规模化量产，关键技术指标达到 国际先进水平。 这一突破性成果标志着我国在高端光电子核心器件领域完成 ...

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].