分红方面，仕佳光子A股上市后累计派现7733.74万元。近三年，累计派现4980.93万元。 机构持仓方面，截止2025年9月30日，仕佳光子十大流通股东中，永赢科技智选混合发起A（022364） 位居第四大流通股东，持股735.03万股，为新进股东。中航机遇领航混合发起A（018956）位居第五大 流通股东，持股720.33万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股529.01万 股，相比上期减少826.42万股。易方达瑞享混合I（001437）位居第八大流通股东，持股481.42万股，为 新进股东。易方达远见成长混合A（010115）位居第九大流通股东，持股402.58万股，为新进股东。易 方达先锋成长混合A（011891）位居第十大流通股东，持股285.64万股，为新进股东。财通价值动量混 合A（720001）、财通成长优选混合A（001480）退出十大流通股东之列。 资料显示，河南仕佳光子科技股份有限公司位于河南省鹤壁市淇滨区延河路201号，成立日期2010年10 月26日，上市日期2020年8月12日，公司主营业务涉及光芯片及器件、室内光缆、线缆材料三大板块,主 要产品包括PLC ...

浙商汇金量化精选混合A（006449）基金经理为庞雅菁。 12月1日，仕佳光子涨5.05%，截至发稿，报80.05元/股，成交7.03亿元，换手率1.94%，总市值367.27亿 元。 资料显示，河南仕佳光子科技股份有限公司位于河南省鹤壁市淇滨区延河路201号，成立日期2010年10 月26日，上市日期2020年8月12日，公司主营业务涉及光芯片及器件、室内光缆、线缆材料三大板块,主 要产品包括PLC分路器芯片系列产品、AWG芯片系列产品、DFB激光器芯片系列产品、光纤连接器、 室内光缆、线缆材料等。主营业务收入构成为：光芯片与器件70.52%，室内光缆15.11%，线缆高分子 材料12.66%，其他(补充)1.72%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓仕佳光子。浙商汇金量化精选混合A（006449）三季度持有 股数10.3万股，占基金净值比例为4%，位居第十大重仓股。根据测算，今日浮盈赚取约39.65万元。 浙商汇金量化精选混合A（006449）成立日期2019年3月25日，最新规模1.83亿。今年以来收益 58.35%，同类排名458/8199；近一年收益52.56%，同类排名 ...

Core Viewpoint - The stock of Shijia Photon has increased by 5.05%, reaching 80.05 CNY per share, with a trading volume of 701 million CNY and a market capitalization of 36.727 billion CNY as of December 1 [1] Company Overview - Shijia Photon Technology Co., Ltd. is located in Hebi City, Henan Province, established on October 26, 2010, and listed on August 12, 2020 [1] - The company operates in three main business segments: optical chips and devices, indoor optical cables, and cable materials [1] - The revenue composition is as follows: optical chips and devices 70.52%, indoor optical cables 15.11%, polymer materials for cables 12.66%, and others 1.72% [1] Fund Holdings - A fund under Bank of China Securities holds a significant position in Shijia Photon, with 45,000 shares, accounting for 3.55% of the fund's net value, ranking as the eighth largest holding [2] - The fund, named Bank of China Preferred Industry Leaders Mixed A (009640), has a total scale of 62.0185 million CNY and has achieved a year-to-date return of 55.24% [2] Fund Manager Performance - The fund manager, Song Fangyun, has been in position for 2 years and 344 days, with a total asset scale of 90.4612 million CNY [3] - The best return during the manager's tenure is 20.42%, while the worst return is -39.29% [3]

12月1日，仕佳光子涨5.05%，截至发稿，报80.05元/股，成交6.97亿元，换手率1.92%，总市值367.27亿 元。 资料显示，河南仕佳光子科技股份有限公司位于河南省鹤壁市淇滨区延河路201号，成立日期2010年10 月26日，上市日期2020年8月12日，公司主营业务涉及光芯片及器件、室内光缆、线缆材料三大板块,主 要产品包括PLC分路器芯片系列产品、AWG芯片系列产品、DFB激光器芯片系列产品、光纤连接器、 室内光缆、线缆材料等。主营业务收入构成为：光芯片与器件70.52%，室内光缆15.11%，线缆高分子 材料12.66%，其他(补充)1.72%。 从基金十大重仓股角度 平安国证2000ETF（159521）成立日期2023年8月25日，最新规模2270.24万。今年以来收益27.54%，同 类排名1612/4206；近一年收益27.34%，同类排名1565/4008；成立以来收益22.31%。 平安国证2000ETF（159521）基金经理为李严。 数据显示，平安基金旗下1只基金重仓仕佳光子。平安国证2000ETF（159521）三季度持有股数1300 股，占基金净值比例为0.41%，位居第 ...

Core Viewpoint - The stock of Shijia Photon has shown significant volatility, with a year-to-date increase of 401.87%, but a recent decline of 3.13% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1] Company Overview - Shijia Photon, established on October 26, 2010, and listed on August 12, 2020, is located in Hebi City, Henan Province. The company specializes in optical chips and devices, indoor optical cables, and cable materials [2] - The main revenue sources are optical chips and devices (70.52%), indoor optical cables (15.11%), and polymer materials for cables (12.66%) [2] - The company operates within the communication equipment sector, focusing on communication network devices and components, and is involved in various concepts such as financing, data centers, and LiDAR [2] Financial Performance - For the period from January to September 2025, Shijia Photon reported a revenue of 1.56 billion yuan, representing a year-on-year growth of 113.96%. The net profit attributable to shareholders reached 300 million yuan, a staggering increase of 727.74% [2] - The company has distributed a total of 77.34 million yuan in dividends since its A-share listing, with 49.81 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 44,300, a rise of 78.43%. The average number of circulating shares per person decreased by 43.96% to 10,351 shares [2] - New institutional shareholders include Yongying Technology and China Aviation Opportunity, while Hong Kong Central Clearing Limited reduced its holdings by 8.26 million shares [3]

Group 1 - The core point of the news is that Shijia Photon has seen a stock price increase of 5.1%, reaching 82.17 yuan per share, with a trading volume of 1.031 billion yuan and a turnover rate of 2.85%, resulting in a total market capitalization of 37.7 billion yuan [1] - Shijia Photon, established on October 26, 2010, and listed on August 12, 2020, operates in three main business segments: optical chips and devices, indoor optical cables, and cable materials. The revenue composition is as follows: optical chips and devices 70.52%, indoor optical cables 15.11%, cable polymer materials 12.66%, and others 1.72% [1] Group 2 - From the perspective of major fund holdings, one fund under Bank of China Securities has a significant position in Shijia Photon. The fund, Bank of China Preferred Industry Leaders Mixed A (009640), held 45,000 shares in the third quarter, accounting for 3.55% of the fund's net value, ranking as the eighth largest holding. The estimated floating profit for today is approximately 179,500 yuan [2] - The Bank of China Preferred Industry Leaders Mixed A (009640) was established on September 1, 2020, with a latest scale of 62.0185 million yuan. Year-to-date returns are 59.44%, ranking 461 out of 8140 in its category; the one-year return is 52.19%, ranking 680 out of 8057; since inception, it has a loss of 32.11% [2]

Group 1 - The core point of the news is that Shijia Photon has seen a stock price increase of 5.1%, reaching 82.17 yuan per share, with a trading volume of 1.02 billion yuan and a turnover rate of 2.82%, resulting in a total market capitalization of 37.7 billion yuan [1] - Shijia Photon, established on October 26, 2010, and listed on August 12, 2020, operates in three main business segments: optical chips and devices, indoor optical cables, and cable materials. The revenue composition is as follows: optical chips and devices 70.52%, indoor optical cables 15.11%, cable polymer materials 12.66%, and others 1.72% [1] Group 2 - From the perspective of fund holdings, Zheshang Securities Asset Management has a fund that heavily invests in Shijia Photon. The Zheshang Huijin Quantitative Selected Mixed A fund (006449) held 103,000 shares in the third quarter, accounting for 4% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 411,000 yuan [2] - The Zheshang Huijin Quantitative Selected Mixed A fund, managed by Peng Yaqing, has a total asset size of 183 million yuan. Since its inception on March 25, 2019, it has achieved a return of 58.09% this year, ranking 504 out of 8140 in its category, and a return of 45.88% over the past year, ranking 1028 out of 8057 [2][3]

Group 1 - The core point of the news is that Shijia Photon experienced a decline of 5.64% in its stock price, reaching 79.84 CNY per share, with a trading volume of 1.371 billion CNY and a turnover rate of 3.59%, resulting in a total market capitalization of 36.631 billion CNY [1] - Shijia Photon, established on October 26, 2010, and listed on August 12, 2020, is located in Hebi City, Henan Province. The company specializes in optical chips and devices, indoor optical cables, and cable materials, with its main products including PLC splitter chips, AWG chips, DFB laser chips, optical fiber connectors, indoor optical cables, and cable materials [1] - The revenue composition of Shijia Photon is as follows: optical chips and devices account for 70.52%, indoor optical cables for 15.11%, cable polymer materials for 12.66%, and other supplementary products for 1.72% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Wanjia Fund has a significant position in Shijia Photon. The Wanjia Shanghai Stock Exchange Sci-Tech Innovation Board Growth ETF (588070) held 36,700 shares in the third quarter, representing 3.56% of the fund's net value, making it the eighth largest holding [2] - The Wanjia Shanghai Stock Exchange Sci-Tech Innovation Board Growth ETF (588070) was established on November 6, 2024, with a latest scale of 735.416 million CNY. Year-to-date, it has achieved a return of 70.22%, ranking 144 out of 4,216 in its category; over the past year, it has returned 61.76%, ranking 83 out of 3,951; and since inception, it has returned 61.13% [2]

Core Insights - The stock of Shijia Photon fell by 5.64% to 79.84 CNY per share, with a trading volume of 1.371 billion CNY and a turnover rate of 3.59%, resulting in a total market capitalization of 36.631 billion CNY [1] Company Overview - Shijia Photon Technology Co., Ltd. is located in Hebi City, Henan Province, and was established on October 26, 2010, with its listing date on August 12, 2020 [1] - The company operates in three main business segments: optical chips and devices, indoor optical cables, and cable materials [1] - The revenue composition is as follows: optical chips and devices 70.52%, indoor optical cables 15.11%, cable polymer materials 12.66%, and others 1.72% [1] Fund Holdings - A fund under Bank of China Securities holds a significant position in Shijia Photon, with 45,000 shares, accounting for 3.55% of the fund's net value, ranking as the eighth largest holding [2] - The fund, named Bank of China Preferred Industry Leaders Mixed A (009640), has a total scale of 62.0185 million CNY and has achieved a year-to-date return of 60.12% [2] - The fund's one-year return is 43.93%, with a cumulative loss of 31.82% since its inception [2] Fund Manager Performance - The fund manager, Song Fangyun, has been in charge for 2 years and 326 days, with the fund's total asset scale at 90.4612 million CNY [3] - The best return during Song's tenure is 24.18%, while the worst return is -39.29% [3]

Group 1 - The stock price of Shijia Photon increased by 2.03% on November 4, reaching 67.95 CNY per share, with a trading volume of 363 million CNY and a turnover rate of 1.18%, resulting in a total market capitalization of 31.176 billion CNY [1] - Year-to-date, Shijia Photon’s stock price has risen by 316.08%, but it has seen a decline of 11.40% over the last five trading days and a decrease of 5.43% over the last 20 days, while it has increased by 24.45% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on October 17, where it recorded a net buy of -176 million CNY [1] Group 2 - Shijia Photon, established on October 26, 2010, and listed on August 12, 2020, is located in Hebi City, Henan Province, and operates in three main business segments: optical chips and devices, indoor optical cables, and cable materials [2] - The revenue composition of Shijia Photon includes 70.52% from optical chips and devices, 15.11% from indoor optical cables, and 12.66% from polymer cable materials [2] - As of September 30, 2025, Shijia Photon reported a revenue of 1.56 billion CNY, representing a year-on-year growth of 113.96%, and a net profit attributable to shareholders of 300 million CNY, reflecting a year-on-year increase of 727.74% [2] Group 3 - Since its A-share listing, Shijia Photon has distributed a total of 77.34 million CNY in dividends, with 49.81 million CNY distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of Shijia Photon include several new institutional investors, with notable holdings from Yongying Technology and AVIC Opportunity [3]