Group 1 - The core point of the news is that Henan Shijia Photon Technology Co., Ltd. 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 [1] - The valuation of Fokexima has not been finalized, and it is uncertain whether the transaction will constitute a major asset restructuring [1][4] - The transaction is expected to be an affiliated transaction, but it will not lead to a change in the actual controller of Shijia Photon, thus not constituting a restructuring listing [1][4] Group 2 - Fokexima, established in June 2013, specializes in the manufacturing of optical communication equipment and has developed various high-precision products, including MT/MPO connectors [3] - The company has achieved mass production of multiple types of MT/MPO connectors and is focused on providing solutions for 100G-400G products [3] - Fokexima's shareholders include Henan Hongqi Optoelectronic Industry Fund, which holds a 53% stake, and Shijia Photon is a limited partner with a 39.8% investment [4] Group 3 - Shijia Photon operates in the optical communication industry, with its main business covering various optical chips and devices used in data communication, telecommunications, and sensing markets [6] - The demand for optical communication products is rapidly increasing due to the explosion of AI and computing power needs, with significant growth expected in the shipment of optical modules [7] - Shijia Photon has experienced significant revenue fluctuations since its IPO, reporting a net profit loss of 48 million yuan in 2023, but rebounding to a net profit of 64.93 million yuan in 2024, driven by increased orders in its main business [8]

星标 ★ IPO日报 精彩文章第一时间推送 6月27日晚间，河南仕佳光子科技股份有限公司（下称"仕佳光子"，688313.SH）发布公告称，公 司正在筹划通过发行股份及支付现金的方式购买东莞福可喜玛通讯科技有限公司（下称"福可喜 玛"）控股权，同时拟募集配套资金。 由于本次交易尚处于筹划阶段，截至本公告披露日，福可喜玛的估值尚未最终确定。因此，尚无法 确定本次交易是否构成重大资产重组。此外，本次交易预计构成关联交易，但不会导致仕佳光子实 际控制人发生变更，不构成重组上市。 AI制图 曾被致尚科技收购 根据致尚科技公告，财务数据方面，2023年以及2024年1月—10月，福可喜玛的营业收入分别为 8317.69万元、22034.81万元，净利润分别为1822.46万元、6523.06万元。 资料显示，福可喜玛成立于2013年6月，经营范围包括：光通信设备制造；机械设备研发；通信设 备制造；机械电气设备制造；模具制造；塑料制品制造等。 据福可喜玛官网，公司是一家以自主创新研发、生产为主导、立足于光通讯行业高科技前沿，致力 于MT/MPO插芯、导向针MT/MPO链接器及高精密塑件产品的技术开发及用的高科技企业。目 ...

Group 1 - The core point of the article is that 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 [1] - Fokexima, established in June 2013, operates in the fields of optical communication equipment manufacturing, mechanical equipment research and development, and various other manufacturing sectors [1] - The transaction is still in the planning stage, and the valuation of Fokexima has not been finalized, making it uncertain whether this will constitute a major asset restructuring [1] Group 2 - The optical communication industry is experiencing rapid growth in demand for related products due to the explosion of AI large models and computing power requirements [2] - The global shipment of optical transceiver modules above 400G is projected to reach 20.4 million units in 2024, with an expected annual growth rate of 56.5% [2] - Shijia Photon reported a revenue of 1.075 billion yuan for the fiscal year 2024, representing a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% year-on-year, driven by the demand from the AI computing power and the rapid growth of the data communication market [2]