每经AI快讯，2月12日，世嘉科技盘中涨停，涨幅为10.0%，成交额超11亿元。 （文章来源：每日经济新闻） ...

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].

证券日报网讯 2月4日，世嘉科技在互动平台回答投资者提问时表示，公司主营业务为精密箱体业务和 移动通信设备业务，具体请查阅公司披露的定期报告，公司参股企业光彩芯辰主营业务涉及光通信领 域。 （文章来源：证券日报） ...

格隆汇2月4日丨世嘉科技(002796.SZ)在投资者互动平台表示，本公司参股企业光彩芯辰主营业务涉及 光通信领域。 ...

格隆汇2月3日丨世嘉科技(002796.SZ)公布，近日，公司收到江苏省科学技术厅、江苏省财政厅、国家 税务总局江苏省税务局联合下发的《高新技术企业证书》，具体情况如下：企业名称：苏州市世嘉科技 股份有限公司，证书编号：GR202532001730，发证时间：2025年11月18日，有效期：三年。 公司本次高新技术企业认定系原高新技术企业证书有效期届满后的再次认定。根据《中华人民共和国企 业所得税法》以及国家对高新技术企业的相关税收规定，公司自通过高新技术企业认定后的当年起连续 三年享受国家关于高新技术企业的相关税收优惠政策，按 15%的税率缴纳企业所得税。 ...

公司本次高新技术企业认定系原高新技术企业证书有效期届满后的再次认定。根据《中华人民共和国企 业所得税法》以及国家对高新技术企业的相关税收规定，公司自通过高新技术企业认定后的当年起连续 三年享受国家关于高新技术企业的相关税收优惠政策，按 15%的税率缴纳企业所得税。 格隆汇2月3日丨世嘉科技(002796.SZ)公布，近日，公司收到江苏省科学技术厅、江苏省财政厅、国家 税务总局江苏省税务局联合下发的《高新技术企业证书》，具体情况如下：企业名称：苏州市世嘉科技 股份有限公司，证书编号：GR202532001730，发证时间：2025年11月18日，有效期：三年。 ...

企业名称：苏州市世嘉科技股份有限公司 证书编号：GR202532001730 发证时间：2025 年 11 月 18 日 有效期：三年 证券代码：002796 证券简称：世嘉科技 公告编号：2026-012 苏州市世嘉科技股份有限公司 关于公司获得高新技术企业证书的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、基本情况 近日，苏州市世嘉科技股份有限公司（以下简称"公司"或"世嘉科技"） 收到江苏省科学技术厅、江苏省财政厅、国家税务总局江苏省税务局联合下发的 《高新技术企业证书》，具体情况如下： 1.《高新技术企业证书》。 特此公告。 苏州市世嘉科技股份有限公司 董事会 二〇二六年二月四日 二、对公司的影响 公司本次高新技术企业认定系原高新技术企业证书有效期届满后的再次认 定。根据《中华人民共和国企业所得税法》以及国家对高新技术企业的相关税收 规定，公司自通过高新技术企业认定后的当年起连续三年享受国家关于高新技术 企业的相关税收优惠政策，按 15%的税率缴纳企业所得税。 三、备查文件 ...

2025 年 12 月 26 日，苏州市世嘉科技股份有限公司（以下简称"公司"或 者"世嘉科技"）召开第五届董事会第十二次会议，审议通过了《关于签署<苏 州市世嘉科技股份有限公司关于光彩芯辰（浙江）科技有限公司之投资协议>与 <关于光彩芯辰（浙江）科技有限公司之 B5 轮股东协议>的议案》，即：公司拟 通过增资扩股及受让标的公司创始股东部分股权方式取得光彩芯辰（浙江）科技 有限公司（以下简称"标的公司"）共计 20%股权。本次交易对价为 2.75 亿元， 本次交易完成后本公司持有标的公司共计 20%的股权（以下简称"本次交易"）， 具体内容详见公司于 2025 年 12 月 30 日在指定信息披露媒体上披露的《关于对 外投资的公告》（公告编号：2025-072）。 2026 年 1 月 14 日，公司在指定信息披露媒体上披露了《关于对外投资的进 展公告》（公告编号：2026-009），即公司已向标的公司支付了增资款 1.20 亿元， 同时标的公司已完成相应股权的变更登记。 证券代码：002796 证券简称：世嘉科技 公告编号：2026-011 苏州市世嘉科技股份有限公司 关于对外投资的进展公告 本公司及董事会 ...

世嘉科技公告称，2025年12月26日，公司拟2.75亿元通过增资扩股及受让股权取得光彩芯辰20%股权。 2026年，公司已支付增资款1.20亿元并完成股权变更登记。截至公告披露日，公司已支付剩余1.55亿元 增资款，累计支付2.75亿元，本次交易全部对价支付完毕。 ...

以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 中证智能财讯世嘉科技（002796）1月30日晚间披露2025年度业绩预告，预计2025年实现营业收入9.1亿元至9.8亿元；归母净利润亏损4900万元至5900万元， 上年同期盈利9212.33万元；扣非净利润亏损5900万元至6900万元，上年同期亏损1289.9万元；基本每股收益-0.2元/股至-0.24元/股。以最新收盘价计算，市 净率（LF）约13.01倍，市销率（TTM）约11.91倍。 888 - 358 - 35 - 36 - 36 - 15 - 15 - 1 97o76 7307 288 TP3 C 10 - -154 48 202-06-30 2021-06-30 ' 2021-12-37 2020-12-37 22-72-37 3-72 3- 2n- -〇- 行业均值 - 公司 制图数据来自恒生聚源数据库 市盈率(TTM)历史分位(％) 制图数据来自恒生聚源数据库 100 ହ 90 80 70 60 60 50 40 34o77 30 20 10 0 2027-12-37 1 2020-12-3 ...