賺翻了!5倍大牛股Q2淨利潤暴增3414.1%,股價剛創歷史新高
今日,仕佳光子大漲10%,盤中創下歷史新高的66.95元/股,最新總市值達306.8億元。

業績高增
盤後,仕佳光子發佈了上半年業績報告,引發廣泛關注。
今年上半年,仕佳光子實現營收9.93億元,同比增長121.12%;淨利潤爲2.17億元,同比增長1712%;扣非淨利潤爲2.14億元,同比增長12667.42%。
以此計算,二季度的營收爲5.56億元,同比增長121.55%;淨利潤爲1.23億元,同比增長3414.06%,環比增長32.47%。

受AI發展驅動,數通市場快速增長,仕佳光子適應市場需求,產品競爭優勢凸顯,客戶認可度提高。
其中,光芯片和器件、室內光纜和線纜高分子材料三類業務的相關產品訂單同比均實現不同程度增長。
今年上半年,光芯片和器件產品的收入爲7億元,同比增長190.92%;室內光纜產品爲1.5億元,同比增長52.93%;線纜高分子材料產品爲1.26億元,同比增長23.39%。
同時,仕佳光子的境外收入達4.52億元,同比增長323.59%,佔總收入比爲45.5%。

研發方面,1.6T光模塊用AWG芯片及組件已完成研發並進入客戶驗證階段;1.6T光模塊用MT-FA產品實現批量出貨。
仕佳光子還成功開發出數據中心和AI算力用高功率CWDFB激光器、硅光用耐高溫FAU器件等新產品,部分送樣驗證中,部分完成客戶驗證並實現小批量出貨。
一年多股價翻了近十倍
中期業績一出,市場都在討論一個話題:仕佳光子的估值到底貴不貴?
畢竟,自4月9日以來,仕佳光子累計漲超373%,從最低的12.74元/股漲到66.95元/股,股價翻了5倍多。
如果從去年2月以來的低點6.74元/股算起,仕佳光子在一年多的時間內已經翻了將近十倍。

除了亮眼業績,仕佳光子還計劃購買福可喜瑪約82%股權,深化佈局光通信領域。
多重因素下,仕佳光子的股價才一路走高,儘管當下市場對AI硬件的熱情仍在,不過,投資者也需警惕短期漲幅過大的回調風險。
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