688313 仕佳光子
已收盘 06-01 15:00:00
资讯
新帖
简况
6月1日仕佳光子跌10.07%,中航机遇领航混合发起A基金重仓该股
证券之星 · 16:43
6月1日仕佳光子跌10.07%,中航机遇领航混合发起A基金重仓该股
开源证券:给予仕佳光子买入评级
证券之星 · 15:14
开源证券:给予仕佳光子买入评级
每周股票复盘:仕佳光子(688313)终止重大资产重组事项
证券之星 · 05-31 01:11
每周股票复盘:仕佳光子(688313)终止重大资产重组事项
光芯片国产替代窗口期已至,国内厂商正实现群体性突破
市场资讯 · 05-29
光芯片国产替代窗口期已至,国内厂商正实现群体性突破
5月28日仕佳光子涨5.66%,中航机遇领航混合发起A基金重仓该股
证券之星 · 05-28
5月28日仕佳光子涨5.66%,中航机遇领航混合发起A基金重仓该股
10倍大牛股仕佳光子并购终止 或因股价跳涨致“锁价失效”
蓝鲸财经 · 05-27
10倍大牛股仕佳光子并购终止 或因股价跳涨致“锁价失效”
5月27日仕佳光子跌9.40%,中航机遇领航混合发起A基金重仓该股
证券之星 · 05-27
5月27日仕佳光子跌9.40%,中航机遇领航混合发起A基金重仓该股
仕佳光子最新公告:终止购买福可喜玛通讯公司事项
证券之星 · 05-26
仕佳光子最新公告:终止购买福可喜玛通讯公司事项
5月21日仕佳光子跌9.20%,中航机遇领航混合发起A基金重仓该股
证券之星 · 05-21
5月21日仕佳光子跌9.20%,中航机遇领航混合发起A基金重仓该股
5月20日仕佳光子涨6.69%,中航机遇领航混合发起A基金重仓该股
证券之星 · 05-20
5月20日仕佳光子涨6.69%,中航机遇领航混合发起A基金重仓该股
【机构调研记录】汇丰晋信基金调研仕佳光子
证券之星 · 05-18
【机构调研记录】汇丰晋信基金调研仕佳光子
【私募调研记录】德毅资产调研仕佳光子
证券之星 · 05-18
【私募调研记录】德毅资产调研仕佳光子
【私募调研记录】神农投资调研仕佳光子
证券之星 · 05-18
【私募调研记录】神农投资调研仕佳光子
每周股票复盘:仕佳光子(688313)1.6T AWG芯片小批量出货
证券之星 · 05-17
每周股票复盘:仕佳光子(688313)1.6T AWG芯片小批量出货
仕佳光子:东吴通信、永赢基金等多家机构于5月14日调研我司
证券之星 · 05-16
仕佳光子:东吴通信、永赢基金等多家机构于5月14日调研我司
每周股票复盘:仕佳光子(688313)2025年净利增473.25%
证券之星 · 05-10
每周股票复盘:仕佳光子(688313)2025年净利增473.25%
5月7日仕佳光子涨11.90%,中航机遇领航混合发起A基金重仓该股
证券之星 · 05-07
5月7日仕佳光子涨11.90%,中航机遇领航混合发起A基金重仓该股
仕佳光子涨11.90%,中邮证券二个月前给出“买入”评级
证券之星 · 05-07
仕佳光子涨11.90%,中邮证券二个月前给出“买入”评级
每周股票复盘:仕佳光子(688313)拟购福可喜玛股权进展公布
证券之星 · 05-02
每周股票复盘:仕佳光子(688313)拟购福可喜玛股权进展公布
4月28日仕佳光子跌7.66%,中航机遇领航混合发起A基金重仓该股
证券之星 · 04-28
4月28日仕佳光子跌7.66%,中航机遇领航混合发起A基金重仓该股
加载更多
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。公司的主要产品是光芯片及器件、室内光缆、线缆材料。截至报告期末,公司已累计取得各类知识产权300项,先后荣获国家科学技术进步二等奖、制造业单项冠军企业等荣誉,并被认定为河南省优秀博士后科研工作站、河南省高精密光芯片生产智能工厂,芯片产业化与技术研发水平位居行业前列。
发行价格:
10.82
{"stockData":{"symbol":"688313","market":"SH","secType":"STK","nameCN":"仕佳光子","latestPrice":146.3,"timestamp":1780297200000,"preClose":162.69,"halted":0,"volume":31098255,"delay":0,"changeRate":-0.1007,"floatShares":451999999,"shares":451999999,"eps":0.8744,"marketStatus":"已收盘","change":-16.39,"latestTime":"06-01 15:00:00","open":160.01,"high":160.8,"low":146.06,"amount":4688000000,"amplitude":0.0906,"askPrice":146.38,"askSize":3,"bidPrice":146.3,"bidSize":17,"shortable":0,"etf":0,"ttmEps":0.8744,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1780363800000},"marketStatusCode":5,"adr":0,"adjPreClose":162.69,"symbolType":"stock_kcb","openAndCloseTimeList":[[1780277400000,1780284600000],[1780290000000,1780297200000]],"highLimit":178.96,"lowLimit":146.42,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":451986328,"isCdr":false,"pbRate":39.87,"roa":"--","peRate":167.31473,"roe":"7.24%","epsLYR":0.8235,"committee":-0.451777,"marketValue":66126000000,"turnoverRate":0.0688,"status":1,"afterMarket":{"amount":298305.7,"volume":2039,"close":146.3,"buyVolume":0,"sellVolume":5200,"time":1780299238866,"indexStatus":"已收盘 06-01 15:30:00","preClose":162.69},"floatMarketCap":66126000000},"requestUrl":"/m/hq/s/688313","defaultTab":"news","newsList":[{"id":"2640518932","title":"6月1日仕佳光子跌10.07%,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=2640518932","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640518932?lang=zh_cn&edition=full","pubTime":"2026-06-01 16:43","pubTimestamp":1780303403,"startTime":"0","endTime":"0","summary":"证券之星消息,6月1日仕佳光子跌10.07%,收盘报146.3元,换手率6.88%,成交量31.1万手,成交额46.88亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共45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26.99亿元,最新净值5.6053,较上一交易日下跌1.21%,近一年上涨355.23%。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/RB2026060100024669.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":["BK0214","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640193966","title":"开源证券:给予仕佳光子买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2640193966","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640193966?lang=zh_cn&edition=full","pubTime":"2026-06-01 15:14","pubTimestamp":1780298054,"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《公司深度报告:光芯片和光互联领军企业不断破圈成长》,给予仕佳光子买入评级。我们预计公司2026-2028年归母净利润分别为6.50亿元、12.83亿元、19.83亿元,当前收盘价对应PE为113.2倍、57.3倍、37.1倍,维持“买入”评级。最新盈利预测明细如下:该股最近90天内共有8家机构给出评级,买入评级7家,增持评级1家。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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100016498.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":["688313","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639015636","title":"每周股票复盘:仕佳光子(688313)终止重大资产重组事项","url":"https://stock-news.laohu8.com/highlight/detail?id=2639015636","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639015636?lang=zh_cn&edition=full","pubTime":"2026-05-31 01:11","pubTimestamp":1780161070,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘,仕佳光子报收于162.69元,较上周的174.72元下跌6.89%。本周,仕佳光子5月25日盘中最高价报184.87元。公司公告汇总:公司承诺自公告披露之日起至少1个月内不再筹划重大资产重组事项。关于终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项的公告河南仕佳光子科技股份有限公司于2026年5月26日召开第四届董事会第十三次会议,审议通过终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项的议案。","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/RB2026053100000069.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":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639612883","title":"光芯片国产替代窗口期已至,国内厂商正实现群体性突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2639612883","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639612883?lang=zh_cn&edition=full","pubTime":"2026-05-29 06:26","pubTimestamp":1780007160,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!光通信行业独立研究机构LightCounting于5月28日发布的2025年全球光模块供应商TOP10榜单显示,共有7家中国厂商入围。 如今,随着海外光芯片供给持续紧缺、国内技术实现群体性突破,这一核心物料正迎来国产替代窗口期。 从国产替代落地进程来看,由于工艺链条更短、良率更易优化,CW光源成为国产厂商最先撕开的突破口。","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://finance.sina.com.cn/stock/t/2026-05-29/doc-inhzpfxz7709283.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":"sina","symbols":["LU1997245094.SGD","002281","LU0051755006.USD","BK0012","002384","BK0123","LU0456827905.SGD","BK0028","LU0210526637.USD","BK0198","BK0196","SGXZ81163826.USD","BK0010","600105","BK0102","BK0109","BK0148","BK0188","BK0171","IE00BMPRXN33.USD","LU1997245177.USD","BK0070","BK0167","BK0076","BK0224","LU2495084118.USD","BK0141","BK0143","BK0152","IE00BMPRXQ63.HKD","BK0138","LU1997244956.HKD","BK0197","BK0214","688498","BK0164","IE00BMPRXR70.SGD","688048","BK0122","BK0077","SGXZ49509284.SGD","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638665402","title":"5月28日仕佳光子涨5.66%,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=2638665402","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638665402?lang=zh_cn&edition=full","pubTime":"2026-05-28 16:33","pubTimestamp":1779957232,"startTime":"0","endTime":"0","summary":"证券之星消息,5月28日仕佳光子涨5.66%,收盘报163.78元,换手率7.42%,成交量33.54万手,成交额53.5亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共45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26.99亿元,最新净值5.4571,较上一交易日上涨0.24%,近一年上涨366.66%。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":"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/RB2026052800028989.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":"2638855509","title":"10倍大牛股仕佳光子并购终止 或因股价跳涨致“锁价失效”","url":"https://stock-news.laohu8.com/highlight/detail?id=2638855509","media":"蓝鲸财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638855509?lang=zh_cn&edition=full","pubTime":"2026-05-27 18:02","pubTimestamp":1779876156,"startTime":"0","endTime":"0","summary":"关联交易或因“锁价失效”终止5月26日晚间,仕佳光子发布公告称,公司决定终止发行股份及支付现金购买82.3810%股权并募集配套资金暨关联交易事项。也就是说,仕佳光子发行股份收购福可喜玛股权的支付环节,其发行价格面临“重新锁价”。考虑到期间仕佳光子股价的大幅上涨,若“重新锁价”,仕佳光子新的股份发行价格将远高于此前28.24元/股的水平。仕佳光子在公告中表示,终止此次交易事项系经公司审慎研究后做出的决定。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1779875798047051089","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638700345","title":"5月27日仕佳光子跌9.40%,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=2638700345","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638700345?lang=zh_cn&edition=full","pubTime":"2026-05-27 16:28","pubTimestamp":1779870488,"startTime":"0","endTime":"0","summary":"证券之星消息,5月27日仕佳光子跌9.40%,收盘报155.0元,换手率11.3%,成交量51.07万手,成交额79.74亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共45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26.99亿元,最新净值5.4438,较上一交易日下跌0.31%,近一年上涨357.12%。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/RB2026052700031711.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":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638149445","title":"仕佳光子最新公告:终止购买福可喜玛通讯公司事项","url":"https://stock-news.laohu8.com/highlight/detail?id=2638149445","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638149445?lang=zh_cn&edition=full","pubTime":"2026-05-26 20:09","pubTimestamp":1779797386,"startTime":"0","endTime":"0","summary":"仕佳光子(688313.SH)公告称,公司决定终止发行股份及支付现金购买东莞福可喜玛通讯科技有限公司股权并募集配套资金事项。因交易各方未能就交易方案、交易价格、业绩承诺等关键事项达成一致,为维护公司及投资者利益,经审慎研究后终止。公司承诺自披露之日起至少1个月内不再筹划重大资产重组。目前公司生产经营正常,本次终止不会对财务状况造成重大不利影响。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/RB2026052600037177.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637385640","title":"5月21日仕佳光子跌9.20%,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=2637385640","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637385640?lang=zh_cn&edition=full","pubTime":"2026-05-21 16:34","pubTimestamp":1779352497,"startTime":"0","endTime":"0","summary":"证券之星消息,5月21日仕佳光子跌9.20%,收盘报167.88元,换手率7.79%,成交量35.23万手,成交额61.53亿元。重仓仕佳光子的前十大公募基金请见下表:该股最近90天内共有9家机构给出评级,买入评级8家,增持评级1家。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共45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26.99亿元,最新净值5.2053,较上一交易日上涨1.07%,近一年上涨333.7%。","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/RB2026052100030499.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636565812","title":"5月20日仕佳光子涨6.69%,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=2636565812","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636565812?lang=zh_cn&edition=full","pubTime":"2026-05-20 16:28","pubTimestamp":1779265683,"startTime":"0","endTime":"0","summary":"证券之星消息,5月20日仕佳光子涨6.69%,收盘报184.9元,换手率7.27%,成交量32.86万手,成交额59.18亿元。重仓仕佳光子的前十大公募基金请见下表:该股最近90天内共有9家机构给出评级,买入评级8家,增持评级1家。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共45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26.99亿元,最新净值5.15,较上一交易日下跌1.48%,近一年上涨330.82%。","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/RB2026052000029470.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":["688313","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636012986","title":"【机构调研记录】汇丰晋信基金调研仕佳光子","url":"https://stock-news.laohu8.com/highlight/detail?id=2636012986","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636012986?lang=zh_cn&edition=full","pubTime":"2026-05-18 08:02","pubTimestamp":1779062546,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及5月15日披露的机构调研信息,汇丰晋信基金近期对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:公司2026年第一季度毛利率为34.13%,环比提升主要系产品结构优化所致。汇丰晋信基金成立于2005年,截至目前,资产管理规模712.6亿元,排名76/212;资产管理规模412.61亿元,排名85/212;管理公募基金数82只,排名79/212;旗下公募基金经理17人,排名79/212。","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/RB2026051800002714.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":"2636126650","title":"【私募调研记录】德毅资产调研仕佳光子","url":"https://stock-news.laohu8.com/highlight/detail?id=2636126650","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636126650?lang=zh_cn&edition=full","pubTime":"2026-05-18 08:01","pubTimestamp":1779062499,"startTime":"0","endTime":"0","summary":"根据市场公开信息及5月15日披露的机构调研信息,知名私募德毅资产近期对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:公司2026年第一季度毛利率为34.13%,环比提升主要系产品结构优化所致。关联交易增加主要系福可喜玛向公司子公司采购光缆、跳线等产品。收购福可喜玛事项涉及的尽调、审计、评估等工作尚未完成,交易价格等关键条款尚未最终确定,存在一定不确定性。","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://fund.stockstar.com/RB2026051800002644.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":"2636125000","title":"【私募调研记录】神农投资调研仕佳光子","url":"https://stock-news.laohu8.com/highlight/detail?id=2636125000","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636125000?lang=zh_cn&edition=full","pubTime":"2026-05-18 08:01","pubTimestamp":1779062495,"startTime":"0","endTime":"0","summary":"根据市场公开信息及5月15日披露的机构调研信息,知名私募神农投资近期对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:公司2026年第一季度毛利率为34.13%,环比提升主要系产品结构优化所致。收购福可喜玛事项涉及的尽调、审计、评估等工作尚未完成,交易价格等关键条款尚未最终确定,存在一定不确定性。xa0自成立以来,神农投资8次荣膺金牛奖,及金樽奖、英华奖、《福布斯》最佳私募基金经理等奖项。","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://fund.stockstar.com/RB2026051800002639.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":["BK0214","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636069414","title":"每周股票复盘:仕佳光子(688313)1.6T AWG芯片小批量出货","url":"https://stock-news.laohu8.com/highlight/detail?id=2636069414","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636069414?lang=zh_cn&edition=full","pubTime":"2026-05-17 01:12","pubTimestamp":1778951533,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘,仕佳光子报收于175.6元,较上周的176.6元下跌0.57%。本周,仕佳光子5月15日盘中最高价报193.56元,股价触及近一年最高点。目前公司适用于1.6T光模块用的AWG芯片及组件,已实现小批量出货,公司正按计划开展客户对接工作。本次增加后,2026年度日常关联交易总额预计为7,600万元。","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/RB2026051700000095.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":["159813","BK0214","688313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635857031","title":"仕佳光子:东吴通信、永赢基金等多家机构于5月14日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2635857031","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635857031?lang=zh_cn&edition=full","pubTime":"2026-05-16 00:08","pubTimestamp":1778861322,"startTime":"0","endTime":"0","summary":"公司2026年第一季度毛利率为34.13%,毛利率环比提升主要系产品结构优化所致。仕佳光子主营业务:光芯片和器件、室内光缆和线缆高分子材料三类业务。仕佳光子2026年一季报显示,一季度公司主营收入5.77亿元,同比上升32.18%;归母净利润1.16亿元,同比上升24.66%;扣非净利润1.07亿元,同比上升16.31%;负债率38.46%,投资收益1518.17万元,财务费用875.53万元,毛利率34.13%。该股最近90天内共有9家机构给出评级,买入评级8家,增持评级1家。","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/RB2026051600000384.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":"2634190504","title":"每周股票复盘:仕佳光子(688313)2025年净利增473.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2634190504","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634190504?lang=zh_cn&edition=full","pubTime":"2026-05-10 01:06","pubTimestamp":1778346373,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘,仕佳光子报收于176.6元,较上周的131.82元上涨33.97%。本周,仕佳光子5月8日盘中最高价报179.9元,股价触及近一年最高点。公司将于2026年5月20日15:00-16:00通过上证路演中心以网络文字互动方式召开2025年年度暨2026年第一季度业绩说明会。业绩披露要点2025年,河南仕佳光子科技股份有限公司实现营业收入21.29亿元,同比增长98.15%;归母净利润3.72亿元,同比增长473.25%。","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/RB2026051000000099.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","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":"2633165321","title":"5月7日仕佳光子涨11.90%,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=2633165321","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633165321?lang=zh_cn&edition=full","pubTime":"2026-05-07 16:32","pubTimestamp":1778142741,"startTime":"0","endTime":"0","summary":"证券之星消息,5月7日仕佳光子涨11.90%创60日新高,收盘报169.22元,换手率9.36%,成交量42.31万手,成交额67.69亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共45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26.99亿元,最新净值4.631,较上一交易日上涨2.32%,近一年上涨291.93%。","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/RB2026050700026671.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":"2633168021","title":"仕佳光子涨11.90%,中邮证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2633168021","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633168021?lang=zh_cn&edition=full","pubTime":"2026-05-07 16:32","pubTimestamp":1778142732,"startTime":"0","endTime":"0","summary":"今日仕佳光子涨11.90%,收盘报169.22元。2026年2月27日,中邮证券研究员万玮,吴文吉发布了对仕佳光子的研报《算力时代的光芯引擎,IDM全链自主可控》,该研报对仕佳光子给出“买入”评级。研报中预计公司2025/2026/2027年营收分别为21.3/31.6/42.7亿元,归母净利润分别为3.4/7.4/10.6亿元,首次覆盖给予“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为长江证券的黄天佑、于海宁。","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/RB2026050700026667.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688313","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632649566","title":"每周股票复盘:仕佳光子(688313)拟购福可喜玛股权进展公布","url":"https://stock-news.laohu8.com/highlight/detail?id=2632649566","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632649566?lang=zh_cn&edition=full","pubTime":"2026-05-02 01:26","pubTimestamp":1777656371,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘,仕佳光子报收于131.82元,较上周的143.5元下跌8.14%。本周,仕佳光子4月27日盘中最高价报149.99元。本周关注点公司公告汇总:仕佳光子拟购东莞福可喜玛股权,交易构成关联交易,相关工作尚未完成。公司公告汇总关于发行股份及支付现金购买资产并募集配套资金暨关联交易事项的进展公告河南仕佳光子科技股份有限公司拟通过发行股份及支付现金方式购买东莞福可喜玛通讯科技有限公司股权,并募集配套资金。","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/RB2026050200000164.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":"2630375701","title":"4月28日仕佳光子跌7.66%,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=2630375701","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630375701?lang=zh_cn&edition=full","pubTime":"2026-04-28 16:27","pubTimestamp":1777364835,"startTime":"0","endTime":"0","summary":"证券之星消息,4月28日仕佳光子跌7.66%,收盘报134.14元,换手率10.19%,成交量46.04万手,成交额63.13亿元。根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共45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26.99亿元,最新净值4.6781,较上一交易日上涨0.2%,近一年上涨308.71%。","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/RB2026042800049095.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":["BK0214","688313"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1780325474070,"stockEarnings":[{"period":"1week","weight":-0.0689},{"period":"1month","weight":0.2404},{"period":"3month","weight":0.9349},{"period":"6month","weight":1.135},{"period":"1year","weight":4.6384},{"period":"ytd","weight":0.8325}],"compareEarnings":[{"period":"1week","weight":-0.0108},{"period":"1month","weight":-0.0095},{"period":"3month","weight":-0.0227},{"period":"6month","weight":0.0463},{"period":"1year","weight":0.2096},{"period":"ytd","weight":0.0251}],"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":"65191人(较上一季度增加39.24%)","perCapita":"6933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":" 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。公司的主要产品是光芯片及器件、室内光缆、线缆材料。截至报告期末,公司已累计取得各类知识产权300项,先后荣获国家科学技术进步二等奖、制造业单项冠军企业等荣誉,并被认定为河南省优秀博士后科研工作站、河南省高精密光芯片生产智能工厂,芯片产业化与技术研发水平位居行业前列。","listedPrice":10.82},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.3","shortVersion":"4.42.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"仕佳光子(688313)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供仕佳光子(688313)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"仕佳光子,688313,仕佳光子股票,仕佳光子股票老虎,仕佳光子股票老虎国际,仕佳光子行情,仕佳光子股票行情,仕佳光子股价,仕佳光子股市,仕佳光子股票价格,仕佳光子股票交易,仕佳光子股票购买,仕佳光子股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"仕佳光子(688313)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供仕佳光子(688313)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}