俊知集团(01300)今日盘中股价大幅上涨7.32%，成为市场关注的焦点。此次上涨是港股光通信概念股整体走强的一部分，显示出市场对该板块的积极情绪。
消息面上，此次光通信概念股的集体走强，主要源于AI算力扩容对光模块需求的强劲驱动。随着800G/1.6T等高速产品迭代加速，设备功耗不断攀升，高效的液冷散热技术已成为行业发展的必选项，这催生了光模块液冷Cage的广阔市场空间。作为传统Cage厂商，俊知集团产线复用性强且客户资源稳固，通过向液冷模组等高级产品延伸价值链，公司有望充分把握此次行业技术升级带来的市场红利。
目前，全球光模块Cage的制造主要集中在中国厂商，随着高速光模块需求持续增长和液冷渗透加速，相关市场前景被广泛看好。机构观点认为，像俊知集团这样积极布局液冷产品、扩充产能并利用现有客户资源进行产品测试认证的公司，将能更好地抓住行业机遇。
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