华鑫证券研报指出，作为主力光模块供应商，中际旭创上半年归母净利润和扣非净利润同比和环比均呈现较快增长。毛利率延续了逐遂季度提升的趋势，Q2毛利率相较Q1有较大提升，主要得益于800G等高速光模块的占比提升、良率提高、设计改进等因素。在AI基础设施建设、CSP客户较强的资本开支及其ASIC芯片和以太网数据中心催生的400G和800G光模块需求之下，整体行业保持高景气度，公司有望持续受益于行业需求增长。公司在光模块领域具有技术实力和规模化优势，800G、1.6T高速产品逐步放量有望带动公司业绩进一步增长，上调至“买入”投资评级。
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