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　　鸿腾精密（06088）早盘涨超14%，截至发稿，股价上涨14.48%，现报6.88港元，成交额5.88亿港元。

　　财通证券发布研报称，鸿腾精密实现从“精密零件”到“系统级互联解决方案”的升级。AI侧，公司受益于全球光模块市场高增长，公司布局224G高速互联、800G/1.6T光模块及CPO解决方案，产品已导入北美核心客户。EV侧，随800V平台普及与自动驾驶等级提升，连接器单车价值量跃升。公司通过并购整合Voltaira与Auto-Kabel，构建“传感-连接-电源管理-高压”垂直整合布局，并成功开拓了沙特等新兴蓝海市场。

　　国投证券国际此前发布研报称，市场长期将鸿腾精密视为传统的“消费电子组装/线缆厂”，随着公司在AI服务器互连及电动车业务的实质性突破，其营收结构正向高毛利、高壁垒的“连接器与核心组件厂”转型。公司在光模块、CPO技术、车用高压连接器等高毛利新产品的客户认证及量产进度，将是优化产品结构、推动整体毛利率持续改善的关键。2026年高毛利相关业务预计迎来业绩放量。

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