德科立(688205.SH):硅基OCS产品已获取海外样品订单 目前正处于样品交付与客户验证阶段

智通财经
Dec 09, 2025

智通财经APP讯,德科立(688205.SH)发布公告,公司股票交易连续三个交易日内(2025年12月5日、2025年12月8日、2025年12月9日)收盘价格涨幅偏离值累计超过30%。根据《上海证券交易所交易规则(2023年修订)》《上海证券交易所科创板股票异常交易实时监控细则》的有关规定,属于股票交易异常波动情形。近期,受AI算力建设需求驱动,光交换(OCS)产品受到市场高度关注。 公司始终紧密跟进前沿技术演进,硅基OCS产品已获取海外样品订单,目前正处于样品交付与客户验证阶段,尚未取得海外主流厂商的批量订单,该样品订单对公司营收贡献有限。当前OCS领域技术路线多样、研发门槛高,整体市场仍处早期培育与生态形成阶段,其技术路径、应用场景与规模化时间表仍具有不确定性,市场前景尚未明朗。

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