688313 仕佳光子
交易中 08-13 09:53:11
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8月12日仕佳光子涨7.20%，中航机遇领航混合发起A基金重仓该股
证券之星 · 08-12 16:32
8月12日仕佳光子涨7.20%，中航机遇领航混合发起A基金重仓该股
中国银河证券：AI光芯片扩产升级 开启变革新周期
智通财经 · 08-12 15:35
中国银河证券：AI光芯片扩产升级 开启变革新周期
仕佳光子（688313）披露2026年半年度业绩说明会安排，8月10日股价上涨4.94%
证券之星 · 08-10 22:00
仕佳光子（688313）披露2026年半年度业绩说明会安排，8月10日股价上涨4.94%
8月7日仕佳光子涨7.54%，中航机遇领航混合发起A基金重仓该股
证券之星 · 08-07
8月7日仕佳光子涨7.54%，中航机遇领航混合发起A基金重仓该股
【机构调研记录】银河证券调研旷达科技、仕佳光子
证券之星 · 08-07
【机构调研记录】银河证券调研旷达科技、仕佳光子
【机构调研记录】淳厚基金调研仕佳光子
证券之星 · 08-07
【机构调研记录】淳厚基金调研仕佳光子
仕佳光子（688313）披露持股5%以上股东部分股份质押公告，8月6日股价上涨3.61%
证券之星 · 08-06
仕佳光子（688313）披露持股5%以上股东部分股份质押公告，8月6日股价上涨3.61%
仕佳光子：目前公司通过多渠道开展人员引进，整体招聘进展平稳，现阶段暂无显著的招工压力
证券日报 · 08-05
仕佳光子：目前公司通过多渠道开展人员引进，整体招聘进展平稳，现阶段暂无显著的招工压力
8月4日仕佳光子涨17.50%，中航机遇领航混合发起A基金重仓该股
证券之星 · 08-04
8月4日仕佳光子涨17.50%，中航机遇领航混合发起A基金重仓该股
仕佳光子：公司1.6T AWG产品已实现小批量出货
证券之星 · 08-04
仕佳光子：公司1.6T AWG产品已实现小批量出货
仕佳光子：公司商温400mW CW DFB激光器主要面向数据中心等应用场景
证券之星 · 08-04
仕佳光子：公司商温400mW CW DFB激光器主要面向数据中心等应用场景
仕佳光子：公司现有MOCVD设备采用柔性共线生产模式
证券之星 · 08-04
仕佳光子：公司现有MOCVD设备采用柔性共线生产模式
开源证券：给予仕佳光子买入评级
证券之星 · 08-04
开源证券：给予仕佳光子买入评级
仕佳光子（688313）披露2026年第一次临时股东会决议公告，8月3日股价上涨7.47%
证券之星 · 08-03
仕佳光子（688313）披露2026年第一次临时股东会决议公告，8月3日股价上涨7.47%
核心产品需求持续爆发，河南这家上市公司二季度环比增超70%
河南省资本圈 · 08-03
核心产品需求持续爆发，河南这家上市公司二季度环比增超70%
8月3日仕佳光子涨7.47%，中航机遇领航混合发起A基金重仓该股
证券之星 · 08-03
8月3日仕佳光子涨7.47%，中航机遇领航混合发起A基金重仓该股
买不到就自己搞，光芯片龙头仕佳光子定增28亿，加速追光
市场资讯 · 08-02
买不到就自己搞，光芯片龙头仕佳光子定增28亿，加速追光
每周股票复盘：仕佳光子（688313）Q2营收增65.15%
证券之星 · 08-02
每周股票复盘：仕佳光子（688313）Q2营收增65.15%
仕佳光子(688313)6月30日股东户数7.83万户，较上期增加20.07%
证券之星 · 08-01
仕佳光子(688313)6月30日股东户数7.83万户，较上期增加20.07%
仕佳光子最新公告：2026年半年度净利润同比增长45.3%
证券之星 · 07-31
仕佳光子最新公告：2026年半年度净利润同比增长45.3%
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公司概况
公司名称：
河南仕佳光子科技股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2020-08-12
主营业务：
河南仕佳光子科技股份有限公司的主营业务是光芯片及器件、室内光缆和线缆高分子材料三类业务。公司的主要产品是光芯片及器件、室内光缆、线缆材料。
发行价格：
10.82
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开启变革新周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658922219","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658922219?lang=zh_cn&edition=full","pubTime":"2026-08-12 15:35","pubTimestamp":1786520129,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国银河证券发布研报称，近日，多家核心光芯片公司发布扩产、定增或投资建设新项目公告。中国银河证券主要观点如下：光通信扩产已从规划阶段进入实质性资本支出，光产业景气度持续上行光通信产业链迎来新一轮密集资本开支周期，覆盖上游光芯片、光器件与光纤预制棒、中游光模块等核心环节。伴随高端光芯片技术持续突破，光通信产业链有望开启新一轮量价齐升景气周期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478918.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SGXZ49509284.SGD","LU2580892789.USD","LU0320764599.SGD","LU1770034418.SGD","IE00BYTNYN87.SGD","LU1961090484.USD","LU1255011170.USD","LU1997244956.HKD","LU1781817850.SGD","LU2778985437.USD","BK0167","BK0276","LU1794554557.SGD","HK0000306701.USD","LU1934453819.USD","688498","LU2289578879.USD","LU0164865239.USD","688048","LU0359202008.SGD","IE00BYQNZ168.SGD","LU0417516738.SGD","LU0164939612.USD","LU2476274308.USD","03308","LU1146622755.USD","LU0456827905.SGD","BK0077","LU0082770016.USD","LU0348827113.USD","LU1580142542.USD","LU2580892862.HKD","HK0000306685.HKD","LU2399975544.HKD","BK0028","LU0708995583.HKD","LU2177674079.SGD","LU1303224171.USD","LU1023057109.AUD","LU0052750758.USD","LU0231483743.USD","LU0572944931.SGD","BK0214","SG9999011746.SGD","BK0070","LU0634319403.HKD","06881","LU0051755006.USD","601881","LU0561508036.HKD","IE0034224299.USD","LU0327786744.USD","LU0417516902.SGD","LU0359201612.USD","LU2148510915.USD","IE0032431581.USD","BK0148","688167","LU1808992512.USD","LU1251922891.USD","LU1820825898.SGD","HK0000320264.USD","LU1720050803.USD","LU0210526637.USD","300502","BK0188","LU2008162690.USD","688313","IE00B12V2V27.USD","LU1997245094.SGD","LU0348825331.USD","LU2495084118.USD","CGXYY","300308","LU2476274720.SGD","SGXZ81163826.USD","LU1719994722.HKD","LU1997245177.USD","LU1655091616.SGD","LU0348735423.USD","LU1064130708.USD","LU0540923850.HKD","LU1979443071.USD","LU0620787316.HKD","HK0000320223.HKD","LU0039217434.USD","LU2213484517.USD","LU0469268626.HKD","LU0359201885.HKD","BK0132","LU0531971595.HKD","LU0871576103.HKD","LU0082770016.SGD","LU1064131003.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658593471","title":"仕佳光子（688313）披露2026年半年度业绩说明会安排，8月10日股价上涨4.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658593471","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658593471?lang=zh_cn&edition=full","pubTime":"2026-08-10 22:00","pubTimestamp":1786370438,"startTime":"0","endTime":"0","summary":"截至2026年8月10日收盘，仕佳光子报收于134.01元，较前一交易日上涨4.94%，最新总市值为605.71亿元。该股当日开盘128.9元，最高138.0元，最低124.55元，成交额达43.31亿元，换手率为7.37%。近日，仕佳光子发布关于召开2026年半年度业绩说明会的公告。公司将于2026年8月18日15:00-16:00通过上海证券交易所上证路演中心以网络文字互动方式召开2026年半年度业绩说明会，介绍公司经营成果及财务状况。说明会结束后可通过该平台查看会议内容。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081000033458.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657616554","title":"8月7日仕佳光子涨7.54%，中航机遇领航混合发起A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2657616554","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657616554?lang=zh_cn&edition=full","pubTime":"2026-08-07 16:41","pubTimestamp":1786092099,"startTime":"0","endTime":"0","summary":"证券之星消息，8月7日仕佳光子涨7.54%，收盘报127.7元，换手率7.61%，成交量34.38万手，成交额42.72亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共112家，其中持有数量最多的公募基金为中航基金的中航机遇领航混合发起A。中航机遇领航混合发起A目前规模为58.28亿元，最新净值4.4126，较上一交易日上涨1.93%，近一年上涨114.13%。中航机遇领航混合发起A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080700028024.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657664790","title":"【机构调研记录】银河证券调研旷达科技、仕佳光子","url":"https://stock-news.laohu8.com/highlight/detail?id=2657664790","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657664790?lang=zh_cn&edition=full","pubTime":"2026-08-07 08:07","pubTimestamp":1786061248,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月6日披露的机构调研信息，银河证券近期对2家上市公司进行了调研。调研上市公司名单如下：1）旷达科技 调研纪要：内饰业务是公司核心基本盘，2025年实现收入21.36亿元，同比增长10.92%；净利润1.84亿元，同比增长39.43%。2）仕佳光子 调研纪要：当前高端光芯片供给仍紧缺，行业需求与技术快速迭代，难以对2027年供需作确定判断。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080700006874.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313","BK0028","BK0200","002516","BK0214","BK0054","BK0247"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657642266","title":"【机构调研记录】淳厚基金调研仕佳光子","url":"https://stock-news.laohu8.com/highlight/detail?id=2657642266","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657642266?lang=zh_cn&edition=full","pubTime":"2026-08-07 08:07","pubTimestamp":1786061240,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月6日披露的机构调研信息，淳厚基金近期对1家上市公司进行了调研，相关名单如下：1）仕佳光子 调研纪要：当前高端光芯片供给仍紧缺，行业需求与技术快速迭代，难以对2027年供需作确定判断。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080700006862.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657750637","title":"仕佳光子（688313）披露持股5%以上股东部分股份质押公告，8月6日股价上涨3.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=2657750637","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657750637?lang=zh_cn&edition=full","pubTime":"2026-08-06 22:02","pubTimestamp":1786024939,"startTime":"0","endTime":"0","summary":"截至2026年8月6日收盘，仕佳光子报收于118.75元，较前一交易日上涨3.61%，最新总市值为536.73亿元。该股当日开盘112.6元，最高120.48元，最低111.2元，成交额达37.58亿元，换手率为7.13%。近日，仕佳光子披露《关于持股5%以上股东部分股份质押的公告》。公告显示，公司股东鹤壁投资集团有限公司持有公司股份30,000,060股，占公司总股本的6.64%。本次质押2,500,000股，占其持股总数的8.33%，占公司总股本的0.55%。已质押股份中无限售股和冻结股，未质押股份中也无限售股和冻结股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080600039581.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657528344","title":"仕佳光子：目前公司通过多渠道开展人员引进，整体招聘进展平稳，现阶段暂无显著的招工压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2657528344","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657528344?lang=zh_cn&edition=full","pubTime":"2026-08-05 21:21","pubTimestamp":1785936060,"startTime":"0","endTime":"0","summary":"证券日报网8月5日讯 ，仕佳光子在接受调研时表示，随着公司产能的持续扩张，公司各产品线存在持续用工需求，相关招聘工作有序开展。目前公司通过多渠道开展人员引进，整体招聘进展平稳，现阶段暂无显著的招工压力。公司也将持续完善人才引进与激励机制，保障产能建设及生产经营人力供给。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-05/doc-inimhpmz5117854.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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AWG产品已实现小批量出货，目前公司正有序推进客户对接与产品导入等相关工作。感谢您对公司的关注与支持！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：沈彬","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080400020973.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656336115","title":"仕佳光子：公司商温400mW CW DFB激光器主要面向数据中心等应用场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2656336115","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656336115?lang=zh_cn&edition=full","pubTime":"2026-08-04 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DFB激光器主要面向数据中心等应用场景，目前已实现小批量出货，同步持续推进多家客户送样验证导入等工作。具体合作客户信息属于商业秘密，不便披露，敬请理解。关于产品产业化、批量交付的最新进展，请以公司在上海证券交易所网站披露的公告内容为准。感谢您对公司的关注与支持！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080400020957.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656533963","title":"仕佳光子：公司现有MOCVD设备采用柔性共线生产模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2656533963","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656533963?lang=zh_cn&edition=full","pubTime":"2026-08-04 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15:00","pubTimestamp":1785826850,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司蒋颖,杨昕东近期对仕佳光子进行研究并发布了研究报告《公司信息更新报告：业绩超预期，光芯片+光器件深度赋能仕佳成长》，给予仕佳光子买入评级。最新盈利预测明细如下：该股最近90天内共有7家机构给出评级，买入评级5家，增持评级2家；过去90天内机构目标均价为205.57。本文数据来源于开源证券股份有限公司，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080400020056.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656729043","title":"仕佳光子（688313）披露2026年第一次临时股东会决议公告，8月3日股价上涨7.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656729043","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656729043?lang=zh_cn&edition=full","pubTime":"2026-08-03 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01:08","pubTimestamp":1785604092,"startTime":"0","endTime":"0","summary":"截至2026年7月31日收盘，仕佳光子报收于90.04元，较上周的111.58元下跌19.3%。本周，仕佳光子7月27日盘中最高价报115.5元。股本股东变化截至2026年6月30日，仕佳光子股东户数为7.83万户，较3月31日增加1.31万户，增幅20.07%。业绩披露要点仕佳光子2026年中报显示，上半年主营收入14.95亿元，同比增长50.66%；归母净利润3.15亿元，同比增长45.3%；扣非净利润3.09亿元，同比增长44.42%。完成现金分红1.36亿元，分红及回购合计占2025年净利润62.83%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080200000057.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656318233","title":"仕佳光子(688313)6月30日股东户数7.83万户，较上期增加20.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656318233","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656318233?lang=zh_cn&edition=full","pubTime":"2026-08-01 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19:01","pubTimestamp":1785495716,"startTime":"0","endTime":"0","summary":"仕佳光子(688313.SH)公告称，公司发布2026年半年度报告，实现营业收入14.95亿元，同比增长50.66%；归属于上市公司股东的净利润3.15亿元，同比增长45.3%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026073100034213.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1786585994539,"stockEarnings":[{"period":"1week","weight":0.2206},{"period":"1month","weight":0.0021},{"period":"3month","weight":-0.2321},{"period":"6month","weight":0.6929},{"period":"1year","weight":1.3725},{"period":"ytd","weight":0.5788}],"compareEarnings":[{"period":"1week","weight":0.0176},{"period":"1month","weight":0.0084},{"period":"3month","weight":-0.0553},{"period":"6month","weight":-0.0332},{"period":"1year","weight":0.0766},{"period":"ytd","weight":-0.0056}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"河南仕佳光子科技股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"78275人(较上一季度增加20.07%)","perCapita":"5774股","listingDate":"2020-08-12","address":"河南省鹤壁市淇滨区延河路201号","registeredCapital":"45198万元","survey":" 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