Group 1 - The A-share market saw a general rise in CPO concept stocks, with notable increases in several companies' stock prices [1] - Changfei Fiber Optics experienced an increase of over 8%, while Jepu Te rose by 5% [1] - Other companies such as Tiantong Co., Guangxun Technology, and Ruijie Networks saw stock price increases of over 4% [1] Group 2 - Detailed stock performance includes: - Changfei Leishe (601869) with an 8.37% increase and a total market value of 172.5 billion, year-to-date increase of 79.06% [2] - Jepu Te (688025) with a 5.08% increase and a market value of 21.2 billion, year-to-date increase of 57.91% [2] - Tiantong Co. (600330) with a 4.81% increase and a market value of 22 billion, year-to-date increase of 36.10% [2] - Guangxun Technology (002281) with a 4.34% increase and a market value of 59 billion, year-to-date increase of 4.49% [2] - Ruijie Networks (301165) with a 4.01% increase and a market value of 63.8 billion, year-to-date decrease of 9.72% [2]

Core Viewpoint - The company maintains good business relationships with clients in North America and other regions, with specific operational details to be disclosed in regular reports [1] Group 1 - The company has received validation from some industry clients for its silicon photonic module CWDFB laser, achieving small batch shipments [1] - Further updates on product progress and revenue will be available through announcements on the Shanghai Stock Exchange and designated information disclosure media [1]

Core Viewpoint - The company, Shijia Photon, has a diversified main business that includes optical chips and devices, indoor optical cables, and polymer materials for cables, indicating a stable revenue stream and growth potential in the optical communication sector [1] Business Segments - The indoor optical cable business accounts for 15.37% of the company's main business revenue according to the 2025 semi-annual report, highlighting its significance in the overall business model [1] - The company sources the optical fibers required for its indoor optical cable business from external suppliers, which suggests a reliance on third-party vendors for critical components [1] - A mature supply chain management system has been established by the company, which, along with refined cost control measures, ensures stable operational development [1]

Core Insights - The optical communication chip market in China is experiencing continuous growth driven by artificial intelligence, data center expansion, consumer electronics, and 5G deployment [1][20][27] - The production and demand for optical communication chips are projected to increase significantly, with production reaching 867 million units and demand reaching 1.198 billion units in 2024, resulting in a market size of 15.16 billion yuan [1][20][27] - The market is expected to maintain rapid growth, with production estimated at 904 million units and demand at 1.249 billion units in 2025, leading to a market size of approximately 16.02 billion yuan [1][20][27] Industry Definition and Classification - Optical communication chips are defined as chips that convert optical signals and are used for generating, modulating, amplifying, and detecting optical communication signals [2][21] - These chips can be classified into laser chips and detector chips, with laser chips further divided into surface-emitting and edge-emitting types [2][21] Current Industry Status Global Market - The global optical communication chip market is projected to reach $5.43 billion in 2024, with North America accounting for $1.317 billion, Europe for $829 million, and the Asia-Pacific region for $3.048 billion [5][24] - The demand for optical communication chips is driven by the rapid development of new information technologies such as mobile internet, 5G, and cloud computing [5][24] Chinese Market - The Chinese optical communication chip market is expected to see a demand increase to 1.198 billion units in 2024, with high-speed optical communication chips accounting for approximately 13.98% of the total demand [8][27] - The market size for optical communication chips in China is projected to reach 15.16 billion yuan in 2024, with high-speed chips contributing 50.6 billion yuan [8][27] Industry Supply and Competition - The number of companies entering the domestic optical communication chip industry is increasing, leading to improved production technology and a rising domestic production rate [11][30] - The production of optical communication chips in China is expected to grow from 517 million units in 2018 to 867 million units in 2024 [11][30] Industry Value Chain - The optical communication chip industry value chain consists of upstream materials and equipment, midstream chips and modules, and downstream application markets [13][32] - The current landscape shows a monopoly in high-end materials and equipment by overseas companies, while domestic companies dominate the lower-end applications [13][32]

Market Overview - The market opened high and continued to rise, with the Shanghai Composite Index up over 1% and the ChiNext Index up over 3% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.49 trillion yuan, an increase of 106.8 billion yuan compared to the previous trading day [1] - More than 4,400 stocks in the market rose, with significant activity in sectors such as photovoltaic, computing hardware, AI applications, and chemicals [1][9] Sector Performance - The photovoltaic sector saw a strong performance, with over ten stocks hitting the daily limit, including GCL-Poly Energy, which achieved a four-day limit [1][4] - The computing hardware sector also performed well, with Tianfu Communication hitting the daily limit and reaching a historical high [2][9] - AI applications were notably active, with stocks like Rongxin Culture and Chinese Online hitting the daily limit [6][9] - The chemical sector showed strong activity, with stocks like Runtu and Jihua Group hitting the daily limit [1][7] Individual Stock Highlights - Tianfu Communication reached a market capitalization of 235.5 billion yuan, with a price increase of 20% [3] - GCL-Poly Energy's stock price increased by 20% as part of the photovoltaic sector rally [5] - Other notable stocks included Jiepte and Huayuan Materials, both of which saw significant price increases [5] Future Outlook - The overall market space for optical interconnection is expected to maintain a high-speed expansion trend, driven by various network connection scenarios [4] - Tesla is reportedly evaluating multiple locations in the U.S. to expand its solar cell manufacturing business, aiming for an annual production capacity of 100 gigawatts over the next three years [5] - The AI industry is experiencing breakthroughs with new video generation models, which could further stimulate investment in AI-related stocks [7]

Core Viewpoint - The company, Shijia Photon Technology Co., Ltd., has implemented a market value management system aimed at aligning market value with intrinsic value through various strategies, including mergers and acquisitions, equity incentives, and investor relations management [1][3]. Group 1: Market Performance - As of February 6, 2026, Shijia Photon closed at 78.65 yuan, a decrease of 14.42% from the previous week's closing price of 91.9 yuan [1]. - The company's market capitalization is currently 35.549 billion yuan, ranking 18th out of 85 in the communication equipment sector and 578th out of 5,186 in the A-share market [1]. Group 2: Government Subsidies - The company recently received a government subsidy payment of 10.39 million yuan related to its active optical chip project, with 3.0373 million yuan linked to income, representing 4.68% of the latest audited net profit attributable to shareholders [2]. - Cumulatively, the company has received 23.29 million yuan in government subsidies for the project, with 6.8083 million yuan related to income, accounting for 10.49% of the net profit attributable to shareholders [2].

证券日报网讯 2月5日，仕佳光子在互动平台回答投资者提问时表示，公司产品位于光通信产业链上 游，业务订单情况与产能利用率受到下游电信市场、数通市场、传感市场需求变化、行业竞争态势及客 户订单周期等综合因素影响。公司将持续关注市场动态，结合客户需求与行业趋势积极调整经营策略， 持续优化订单结构与产能配置，以保障业务的稳定推进。关于收购事项，公司正稳步推进中介机构尽职 调查、交易各方沟通磋商等工作，相关进展将严格按照监管要求及时履行信息披露义务。我们充分理解 市场对公司业绩的关注，公司将持续聚焦核心业务，不断提升经营效率与盈利能力，以更稳健的业绩回 馈广大投资者。同时，公司始终严格遵守信息披露规则与监管要求，及时向市场传递公司最新经营动 态。 ...

公司公告汇总关于获得专项政府补助的公告 河南仕佳光子科技股份有限公司因参与有源光芯片专项项目，近期收到政府补助尾款资金1,039.00万 元，其中与收益相关的补助为303.73万元，占公司最近一期经审计归母净利润的4.68%；与资产相关的 补助为735.27万元，占公司最近一期经审计总资产的0.41%。截至公告日，公司基于该项目累计获得政 府补助资金2,329.00万元，其中与收益相关的补助为680.83万元，占归母净利润的10.49%；与资产相关 的补助为1,648.17万元，占总资产的0.92%。上述补助将根据《企业会计准则第16号—政府补助》进行 会计处理，具体影响以年度审计结果为准。 截至2026年2月4日收盘，仕佳光子(688313)报收于84.61元，下跌6.68%，换手率6.97%，成交量31.5万 手，成交额26.86亿元。 当日关注点 交易信息汇总资金流向 2月4日主力资金净流出3.19亿元，占总成交额11.88%；游资资金净流入2.13亿元，占总成交额7.92%； 散户资金净流入1.06亿元，占总成交额3.96%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备31010434 ...

证券日报网讯2月4日，仕佳光子在互动平台回答投资者提问时表示，公司高度重视海外市场布局，正持 续加大海外业务拓展力度，已通过设立美国、新加坡、泰国子公司逐步搭建起海外业务运营与产业发展 平台，目前海外业务已覆盖欧美、东南亚等多个市场区域。具体海外客户及合作情况属于商业机密，不 便披露，敬请理解。 ...

截至2026年2月3日收盘，仕佳光子(688313)报收于90.67元，上涨2.81%，换手率7.85%，成交量35.48万 手，成交额32.0亿元。 当日关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：2月3日主力资金净流出1.19亿元，占总成交额3.72%。 来自公司公告汇总：仕佳光子制定《市值管理制度》，明确通过并购重组、股权激励、现金分红 等方式促进市场价值与内在价值趋同。 来自公司公告汇总：公司因参与有源光芯片专项项目，收到政府补助尾款1,039.00万元，累计获补 助达2,329.00万元。 交易信息汇总资金流向 河南仕佳光子科技股份有限公司为提升公司投资价值、增强投资者回报，依据相关法律法规制定了《市 值管理制度》。该制度明确了市值管理的目标是通过完善公司治理、信息披露、资本运作等方式，促进 公司市场价值与内在价值趋同。公司董事会负责领导市值管理工作，董事会秘书具体执行，相关部门协 同配合。制度提出了包括并购重组、股权激励、现金分红、投资者关系管理、股份回购等在内的多种市 值管理方式，并建立监 ...