通信行业周观点:SCALE-UP光互连提速 商业航天产业节奏或加快

长江证券
Dec 16, 2025

板块行情2025 年第50 周,通信板块上涨5.94%,在长江一级行业中排名第1 位;2025 年年初以来,通信板块上涨80.55%,在长江一级行业中排名第1 位。个股层面,通信板块内市值在 80 亿元以上的公司中,本周涨幅前三分别为德科立(+43.7%)、中瓷电子(+40.7%)、华懋科技(+28.5%);跌幅前三分别为和而泰(-12.6%)、中兴通讯(-10.0%)、南京熊猫(-8.0%)。光...

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