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 ...

Core Viewpoint - The company Shijia Photon (688313) has received government subsidies related to its participation in an active optical chip project, which positively impacts its financials and market performance [1]. Financial Performance - As of February 3, 2026, Shijia Photon closed at 90.67 yuan, up 2.81% from the previous trading day, with a total market capitalization of 40.982 billion yuan [1]. - The stock opened at 89.9 yuan, reached a high of 92.99 yuan, and a low of 86.47 yuan, with a trading volume of 3.2 billion yuan and a turnover rate of 7.85% [1]. Government Subsidies - The company announced it received a final government subsidy payment of 10.39 million yuan, with 3.0373 million yuan related to income, accounting for 4.68% of the latest audited net profit attributable to shareholders [1]. - The asset-related subsidy amounted to 7.3527 million yuan, representing 0.41% of the latest audited total assets [1]. - Cumulatively, the company has received 23.29 million yuan in government subsidies for the project, with 6.8083 million yuan related to income, which is 10.49% of the net profit attributable to shareholders [1]. - The asset-related portion of the cumulative subsidy is 16.4817 million yuan, accounting for 0.92% of total assets [1]. - The accounting treatment of these subsidies will follow the "Accounting Standards for Enterprises No. 16 - Government Subsidies," with specific impacts to be determined based on annual audit results [1].

Core Viewpoint - The company, Shijia Photon (688313.SH), has recently received additional government subsidies related to its active optical chip project, totaling RMB 10.39 million, which includes both revenue-related and asset-related subsidies [1] Summary by Category Government Subsidies - The company received a government subsidy of RMB 10.39 million, with RMB 3.0373 million related to revenue, accounting for 4.68% of the company's latest audited net profit attributable to shareholders [1] - The asset-related government subsidy amounts to RMB 7.3527 million, representing 0.41% of the company's latest audited total assets [1] - Cumulatively, the company has obtained a total of RMB 23.29 million in government subsidies for this project, with RMB 6.8083 million related to revenue, which is 10.49% of the latest audited net profit attributable to shareholders [1] - The asset-related portion of the cumulative subsidies is RMB 16.4817 million, making up 0.92% of the company's latest audited total assets [1]

每日经济新闻 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，仕佳光子2月3日晚间发布公告称，公司近期收到本次项目的政府补助尾款资金人民币 1039万元，其中与收益相关的政府补助资金为人民币303.73万元，占公司最近一期会计年度经审计归属 于上市公司股东的净利润的4.68%；与资产相关的政府补助资金为人民币735.27万元，占公司最近一期 会计年度经审计总资产的0.41%。 每经头条（nbdtoutiao）——全网呼吁的健康福真的来了！这份"史上最短"红包攻略快收好 ...

河南仕佳光子科技股份有限公司（以下简称"公司"）因参与有源光芯片专 项项目（以下简称"本次项目"），近期收到该项目项下新增政府补助资金。 一、本次项目政府补助的累计收到情况 公司近期收到本次项目的政府补助尾款资金人民币1,039.00万元，其中与收 益相关的政府补助资金为人民币303.73万元，占公司最近一期会计年度经审计归 属于上市公司股东的净利润的4.68%；与资产相关的政府补助资金为人民币 735.27万元，占公司最近一期会计年度经审计总资产的0.41%。 该项目对应的政府补助首笔资金于2023年1月17日到账，补助金额为人民币 1,290.00万元，相关事项已于2023年1月19日在上海证券交易所网站与其他政府补 助项目进行了合并披露，具体内容可查阅《关于获得政府补助的公告》（公告编 号：2023-002）。 证券代码：688313 证券简称：仕佳光子 公告编号：2026-004 河南仕佳光子科技股份有限公司 关于获得专项政府补助的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 二、补助的类型及其对上市公司的影响 ...

Core Viewpoint - The company has received government subsidies related to its active optical chip project, totaling 10.39 million yuan, with specific allocations for revenue and asset-related components [1] Group 1: Government Subsidies - The company received a final payment of 10.39 million yuan for its active optical chip project, which includes 3.0373 million yuan related to revenue and 7.3527 million yuan related to assets [1] - The first subsidy payment of 12.90 million yuan was received on January 17, 2023 [1] - As of the announcement date, the total subsidies received amount to 23.29 million yuan, with 6.8083 million yuan related to revenue, accounting for 10.49% of the most recent audited net profit attributable to the parent company [1][1] Group 2: Financial Impact - The asset-related subsidies total 16.4817 million yuan, representing 0.92% of the most recent audited total assets [1] - The accounting treatment and impact of these subsidies will be determined based on the audit results [1]

Investment Rating - The report assigns an "Overweight" rating for the optical fiber industry, indicating a projected increase of over 15% relative to the CSI 300 index [4][33]. Core Insights - The optical interconnection sector shows strong performance expectations, with a focus on the transition opportunities from CPO/OIO technology. The optical fiber industry is experiencing a clear price increase trend, driven by demand from telecom operators and pre-holiday inventory needs [2][9]. - LightCounting forecasts that CPO technology shipments will begin scaling from 800G and 1.6T ports between 2026 and 2027, primarily for large cloud service providers. By 2029, the penetration rates for 800G, 1.6T, and 3.2T CPOs are expected to be 2.9%, 9.5%, and 50.6% respectively [8][9]. - Recent price increases in fiber optics are anticipated to continue due to heightened demand from telecom operators and upcoming procurement activities [9]. Summary by Sections Industry Overview - The optical interconnection sector is expected to maintain strong performance, with individual company differences but overall manageable conditions projected for 2026 [7]. - The appreciation of the RMB is impacting the optical interconnection sector, particularly for companies focused on overseas exports, with potential profit impacts estimated at under 5% for most, while some may see impacts nearing half of their profits [7]. Investment Highlights - The industry has seen an increase in holding ratios, with valuations at historically elevated levels, reflecting positive expectations driven by the AI industry chain [23]. - AI is driving network upgrades, with strong overseas demand benefiting domestic core enterprises amid a global infrastructure wave [24]. - A new generation of computing infrastructure is emerging in China, with a fully domestic supply chain entering a new cycle [25]. - New connectivity solutions are expected to emerge in 2026, presenting additional investment opportunities [26]. - AI-driven network upgrades are enhancing communication capacity demands, with rapid advancements in network innovation and technology applications [27]. Key Industry News - Corning has signed a long-term supply agreement worth $6 billion with Meta to support its data center expansion in the U.S. [10]. - NVIDIA has invested $2 billion in CoreWeave to enhance AI computing capabilities [12]. - Microsoft has launched its second-generation AI chip, Maia 200, aimed at optimizing AI inference costs [14][15]. - The personal AI assistant ClawdBot has gained significant traction globally, showcasing advanced capabilities [16][17]. - Microsoft and Meta reported substantial increases in capital expenditures, reflecting their commitment to infrastructure growth [18][19].

Summary of Key Points from Conference Call Records Industry Focus - The focus is on the optical communication industry, particularly companies such as Zhongji Xuchuang, Xinyi Sheng, Runze Technology, Yuanjie Technology, Shijia Photon, and Yingweik [1][1]. Core Insights and Arguments - Zhongji Xuchuang and Xinyi Sheng have announced impressive earnings forecasts for 2025, with expected profit growth rates of 108% and 240% respectively. After accounting for foreign exchange and impairment, the organic growth rates are even stronger [1][1]. - Zhongji Xuchuang is expected to enhance its profitability driven by 1.6T and silicon photonics technologies. The current period is critical for valuation and expectation transitions, with product technology iterations and material reserves for 2026-2027 being key factors determining stock price ceilings [1][1]. - The upcoming earnings season for tech giants and significant industry conferences such as GTC/OFC are seen as important catalysts for the sector, with a focus on companies like Zhongji Xuchuang, Xinyi Sheng, Tianfu, and Huagong, as well as optical chips and devices from Yuanjie, Shijia, and Guangku [1][1]. Additional Important Insights - There is a strong demand for optical communication, with silicon photonics and CPO (Co-Packaged Optics) being highlighted as areas of growth. NVIDIA has officially included silicon photonics and CPO in its technology roadmap, marking 2026 as a pivotal year for large-scale commercialization [2][2]. - The supply-demand gap for optical chips is increasing, with Lumentum reporting a gap of 25-30% by the end of last year, leading to clear expectations for price increases [2][2]. - The optical fiber and cable supply gap and price recovery opportunities have been emphasized, with Corning's stock rising significantly. The price of G.652.D bare fiber has surpassed 30 yuan per core kilometer, with actual transaction prices concentrated between 40-50 yuan, indicating an upward cycle in the industry [3][3]. - The optical fiber and cable price elasticity is underestimated, with the industry entering an upward cycle due to upstream capacity bottlenecks. Both special and ordinary optical fibers are currently in a tight supply-demand balance, warranting further re-evaluation opportunities [3][3]. - The IDC (Internet Data Center) industry chain is expected to benefit from chip supply, capital expenditure demands, and the iteration of domestic AI models and applications. Key areas of focus include core IDC manufacturers bound to cloud providers and related sectors such as power supply and temperature control [3][3].

河南仕佳光子科技股份有限公司 市值管理制度 河南仕佳光子科技股份有限公司 市值管理制度 河南仕佳光子科技股份有限公司 市值管理制度 第一章 总则 第一条 河南仕佳光子科技股份有限公司（以下简称"公司"）为规范有序开 展市值管理工作，提升公司投资价值，增强投资者回报，维护投资者权益，根据 《中华人民共和国公司法》《中华人民共和国证券法》《上市公司信息披露管理 办法》《上市公司监管指引第10号——市值管理》《上海证券交易所科创板股票 上市规则》等法律法规、规范性文件的有关规定，结合公司实际情况，制定本制度。 第二条 本制度所称市值管理，是指公司以提高公司质量为基础，为提升公 司投资价值和股东回报能力而实施的战略管理行为。 第三条 公司应当牢固树立回报股东意识，采取措施保护投资者尤其是中小 投资者利益，诚实守信、规范运作、专注主业、稳健经营，以新质生产力的培育 和运用，推动经营水平和发展质量提升，并在此基础上做好投资者关系管理，提 高信息披露质量和透明度，必要时积极采取措施提振投资者信心，推动公司投资 价值合理反映公司质量。上市公司质量是公司投资价值的基础和市值管理的重要 抓手，公司应当立足提升上市公司质量，依法合 ...