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【机构调研记录】达诚基金调研太辰光
Zheng Quan Zhi Xing· 2025-08-22 00:12
达诚基金成立于2019年,截至目前,资产管理规模(全部公募基金)14.55亿元,排名174/210;资产管理 规模(非货币公募基金)14.54亿元,排名151/210;管理公募基金数17只,排名142/210;旗下公募基金经 理4人,排名155/210。旗下最近一年表现最佳的公募基金产品为达诚价值先锋灵活配置A,最新单位净 值为0.74,近一年增长23.79%。 证券之星消息,根据市场公开信息及8月21日披露的机构调研信息,达诚基金近期对1家上市公司进行了 调研,相关名单如下: 调研纪要:公司主营无源光器件,营收占比超90%,毛利率保持在30%左右。公司大幅扩充MT插芯产 能,具备线切割设备和先进检测工艺。CPO相关产品研发进展顺利,光柔性板保持领先地位。公司与第 一大客户建立紧密供应关系,通过开发新产品和拓展应用领域取得市场收获。公司注重资本运作和员工 激励,未来将继续推动良好发展。 1)太辰光(300570)(达诚基金参与公司投资者交流会) ...
太辰光(300570) - 300570太辰光投资者关系管理信息20250821
2025-08-21 01:12
证券代码:300570 证券简称:太辰光 深圳太辰光通信股份有限公司投资者关系活动记录表 编号:2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 投资者交流会 | | 参与单位名称及 | 详见附件清单 1:投资者交流会参会名单 | | 人员姓名 | | | 时间 | 2025 年 8 月 20 日 15:00-16:30 | | 地点 | 广东省深圳市坪山区锦绣中路 8 号太辰光通信科技园 | | 上市公司接待人 | 董事长:张致民先生; | | 员姓名 | 总经理、董事、财务总监:张艺明先生; | | | 副总经理、董事、技术总监:肖湘杰先生; | | | 董事会秘书、海外市场部经理:蔡波女士; | | | 监事会主席、助理技术总监、技术开发部经理、光栅部经理: | | | 侯丹先生。 | | | 一、董事长张致民先生致欢迎辞 二、问答及交流 | | 投资者关系活动 | 问题 1:公司各业务结构情况 | | 主要内容介绍 | 答:公司 ...
三环集团:光模块领域产品包括陶瓷插芯、陶瓷套筒、MT插芯等
Mei Ri Jing Ji Xin Wen· 2025-08-02 13:12
三环集团(300408.SZ)8月2日在投资者互动平台表示,公司光模块领域产品包括陶瓷插芯、陶瓷套 筒、MT插芯、陶瓷导针、快速连接器等。 每经AI快讯,有投资者在投资者互动平台提问:请问公司业务无光模块无关吗? (文章来源:每日经济新闻) ...
仕佳光子(688313):拟收购福可喜玛股权,MT插芯自主可控
Changjiang Securities· 2025-07-18 09:13
Investment Rating - The investment rating for the company is "Buy" and is maintained [8] Core Viewpoints - The company plans to acquire 82.4% of Fokexima's equity through a combination of share issuance and cash payment, which will enhance its control in the MT connector field and strengthen vertical integration and cost control advantages in its MPO core components [5][11] - Fokexima, a leading third-party MT connector supplier in China, has shown significant growth, with revenue increasing by 225% year-on-year to 270 million yuan in 2024, and net profit growing by 339% to 79.94 million yuan [11] - The global MPO fiber optic connector market is expected to grow from 741 million USD in 2024 to 1.592 billion USD by 2030, with a compound annual growth rate (CAGR) of 13.6% [11] Summary by Sections Event Description - On July 10, 2025, the company announced its intention to acquire 82.3810% of Fokexima's equity from five parties, which will make Fokexima a subsidiary of the company [5] Financial Performance - Fokexima achieved a monthly production capacity of over 10 million MT connectors in 2023 and has become one of the few manufacturers capable of complete domestic substitution [11] - The company's projected net profits for 2025-2027 are 372 million yuan, 518 million yuan, and 709 million yuan, respectively, with corresponding year-on-year growth rates of 472%, 39%, and 37% [11]
【私募调研记录】上海湘楚资产调研仕佳光子
Zheng Quan Zhi Xing· 2025-07-17 00:05
Group 1 - Shanghai Xiangchu Asset Management recently conducted research on a listed company, Shijia Photon, focusing on its acquisition of Fuke Qima, a leading domestic MT connector supplier [1] - Fuke Qima achieved a revenue of 82.578 million yuan and a net profit of 30.6865 million yuan in Q1 2025, with its products being recognized by well-known market clients [1] - The acquisition is expected to enhance Shijia Photon's core competitiveness by obtaining MT connector production capabilities, reducing overall product costs [1] Group 2 - Fuke Qima has a high capacity utilization rate and has developed a flexible expansion plan to adjust production based on market demand [1] - The valuation and pricing of the acquisition have not yet been determined and will be disclosed in the restructuring report [1]
通信行业周观点:海外模型演进算力加码,仕佳收购强化MPO链条-20250716
Changjiang Securities· 2025-07-16 05:47
Investment Rating - The report maintains a "Positive" investment rating for the communication industry [10]. Core Insights - The communication sector saw a 1.99% increase in the 28th week of 2025, ranking 14th among major industries in the Yangtze River region. Year-to-date, the sector has risen by 10.00%, placing it 13th [2][4]. - OpenAI plans to launch an AI browser and open-source a new model, while xAI has released Grok 4 and is initiating a new round of financing to accelerate AI data center construction. The acquisition of Fokexima by Shijia Photon aims to enhance the MPO supply chain [2][5][6][7]. - The current valuation of the communication sector is at a historical low, indicating a high cost-performance ratio for investment [2]. Summary by Sections Market Performance - In the 28th week of 2025, the communication sector increased by 1.99%, with a year-to-date rise of 10.00%. The top three gainers among companies with a market cap over 8 billion yuan were Hengbao Co. (+21.1%), Changxin Bochuang (+19.8%), and Shijia Photon (+14.8%). The top three decliners were Runze Technology (-4.1%), Canqin Technology (-3.4%), and Guomai Technology (-3.4%) [4]. AI and Computing Developments - OpenAI is set to release a browser integrated with a generative AI assistant, which could challenge Chrome's market dominance. Additionally, OpenAI will soon unveil an open-source language model, marking its first release since 2019 without Microsoft's involvement [5]. - xAI's Grok 4, touted as the "world's strongest AI," has surpassed doctoral-level performance in standardized tests. The company is preparing for a new financing round valued between 170 billion to 200 billion USD, with participation from Saudi Aramco's PIF fund [6]. Strategic Acquisitions - Shijia Photon plans to acquire 82.4% of Fokexima, a leading supplier of MT connectors, to strengthen its MPO product line. Fokexima's production capacity has exceeded 10 million units per month, and its revenue for 2024 is projected at 270 million yuan, reflecting a 225% year-on-year increase [7]. Investment Recommendations - The report recommends focusing on key players in various segments: - Telecom operators: China Mobile, China Telecom, China Unicom - Optical modules: Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, Shijia Photon - Domestic computing: Fenghuo Communication, Huafeng Technology, Yingweike, Runze Technology, Guanghuan New Network, Aofei Data, Guangxun Technology, ZTE, Unisplendour - AI applications: Heertai, Tuobang Technology, Yiyuan Communication, Meige Intelligent, Guanghetong, Boshijie, Aojie Technology - Satellite applications: Haige Communication, Huace Navigation [8].
又一百亿A股大动作!复牌!
Zhong Guo Ji Jin Bao· 2025-07-10 14:31
Group 1 - The core point of the article is that Shijia Photon plans to acquire a portion of the equity of Dongguan Fokexima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising matching funds [2][3] - The acquisition involves purchasing 82.38% of Fokexima's equity from several shareholders, and the company will issue shares to no more than 35 specific investors to raise matching funds [3] - Following the completion of the transaction, Fokexima will become a subsidiary of Shijia Photon, and the transaction is expected not to constitute a major asset restructuring but will be classified as a related party transaction [5] Group 2 - Shijia Photon primarily engages in the production of optical chips and devices, indoor optical cables, and polymer materials, with applications in data communication, telecommunications, and sensing markets [6] - Fokexima focuses on the research, production, and sales of MPO components such as MT connectors, which are essential in the optical communication field [6] - The acquisition is expected to enhance Shijia Photon’s production capabilities for MT connectors, ensuring stable supply and reducing overall product costs, thereby improving the company's core competitiveness [6][7] Group 3 - As of the end of the first quarter of this year, Fokexima reported total assets of 249 million yuan, with projected revenues of 270 million yuan and a net profit of approximately 79.94 million yuan for 2024 [7] - Shijia Photon anticipates that the integration with Fokexima will enhance its financial performance, as the acquired assets will be included in the company's consolidated financial statements [8] - The strategic significance of this acquisition includes internalizing MT connector production capacity, further integrating the supply chain, accessing top-tier customer supply chains, and building technological barriers [9]
又一百亿A股大动作!复牌!
中国基金报· 2025-07-10 14:23
Core Viewpoint - Shijia Photon plans to acquire 82.38% equity of Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [5][10]. Group 1: Acquisition Details - The acquisition will make Fokexima a subsidiary of Shijia Photon, and the transaction is expected to constitute a related party transaction but not a major asset restructuring [7][10]. - The company aims to enhance its production capabilities for MT connectors, ensuring stable supply and reducing overall product costs [10][15]. Group 2: Financial Performance - As of the end of Q1 2024, Fokexima reported total assets of 249 million yuan and projected revenue of 270 million yuan with a net profit of approximately 80 million yuan for the year [12][13]. - The financial data shows a significant increase in total assets from 113.64 million yuan in 2023 to 248.79 million yuan in Q1 2025 [13]. Group 3: Strategic Importance - The acquisition is seen as a strategic move to internalize MT connector production capacity, integrate the supply chain, and build technological barriers [15]. - The collaboration is expected to enhance product structure, technical accumulation, and market expansion, ultimately improving competitiveness in the optical communication sector [11][15].
仕佳光子拟购买福可喜玛约82%股权 深化布局光通信领域
Core Viewpoint - The company Shijia Photonics plans to acquire an 82.381% stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to enhance its production capabilities in optical components and strengthen its market position in the optical communication sector [1][2]. Group 1: Acquisition Details - Shijia Photonics will acquire the stake from five parties, including Guangdian Fund and Liu Xiaoming, and the company's stock will resume trading on July 11 [1]. - Fokexima specializes in the research, production, and sales of MPO components, which are essential for high-speed data transmission in data centers [1][2]. Group 2: Market Context - The optical device market is experiencing rapid growth due to increasing demand driven by advancements in cloud computing, big data, IoT, and AI technologies [1]. - Fokexima has launched several low-loss MT connectors and has developed a range of MT connector products, achieving mass production and gaining recognition from major market clients [2]. Group 3: Financial Performance - In 2024, Shijia Photonics reported a revenue of 1.075 billion yuan, a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% [3]. - For the first quarter of 2025, the company achieved a revenue of 436 million yuan, reflecting a 120.6% year-on-year growth, and a net profit of 93.19 million yuan, which is a 1003.8% increase [3].
仕佳光子: 河南仕佳光子科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案
Zheng Quan Zhi Xing· 2025-07-10 11:12
Group 1 - The company, Henan Shijia Photon Technology Co., Ltd., plans to issue shares and pay cash to acquire 82.3810% equity of Fuke Xima, while also raising supporting funds from no more than 35 specific investors [10][19][30] - The transaction involves several parties, including Henan Hongqi Optoelectronic Industry Fund, Liu Xiaoming, Xuan Guodong, Foshan Youxiu Yisheng Equity Investment Partnership, and Zhao Hongjun [10][19] - The final transaction price for the assets will be determined based on an evaluation report from a qualified appraisal agency, which is yet to be completed [10][30] Group 2 - The transaction is expected to enhance the company's core competitiveness by securing the production process of MT connectors, thereby stabilizing supply and reducing overall costs [24][25] - The company aims to enrich its product structure and technical accumulation through this acquisition, which is anticipated to strengthen cooperation in the optical device sector [24][25] - The transaction is projected not to result in a change of control for the company, as the actual controller remains the same before and after the transaction [23][24] Group 3 - The company will issue shares to raise supporting funds, with the total amount not exceeding 100% of the transaction price for the asset acquisition [19][21] - The shares issued for the supporting funds will not exceed 30% of the total share capital after the transaction [19][21] - The funds raised will be used for working capital, cash payment for the transaction, intermediary fees, and transaction taxes [19][21] Group 4 - The company has committed to strict compliance with information disclosure obligations and will ensure fair pricing for the transaction [27][29] - The company will provide a network voting platform for shareholders to participate in decision-making regarding the transaction [27][28] - The transaction is subject to approval from relevant regulatory bodies, and the company has already completed some decision-making procedures [26][30]