本季度信息
海光芯正公告显示，2026年上半年实现营收7.98亿元，同比增长14.37%。同期，经调整净亏损约为0.76亿元，同比扩大153.65%。公司毛利约为0.45亿元，同比增长4.25%，毛利率从上年同期的6.1%降至5.6%。经营活动所用现金流量净额达到0.73亿元，而上年同期为0.18亿元。
财报亦提及成本结构方面，销售及营销开支同比增长96.3%；管理费用同比增长280.2%；研发投入同比提升58.4%，占收入的比重达6.1%。
业务分项
报告期内，公司高速光模组业务收入增长明显，带动整体营收上扬，主要来自AI算力与传输速率升级带动的高速光模组需求上升；与此同时，有源光缆收入有所下降。
下个财报期展望
公司将继续加大技术研发与海外市场拓展力度，推进共封装光学及硅光子等新一代高带宽和高能效产品的商业化，并在下半年启动更大规模产能建设，强化与主要客户的合作关系。公司认为，AI带来的算力基础设施投入将持续推动高端光电互连产品的需求。
高管解读
（本公告中未披露管理层直接讲话内容）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.