智通财经APP获悉，国民技术(02701)早盘涨超4%，截至发稿，涨1.69%，报11.37港元，成交额2293.2万港元。
消息面上，近日，国民技术在互动平台表示，公司MCU产品在AI服务器电源配套芯片已实现量产出货；光模块专用N32H493目前尚处于市场推广及客户测试阶段。另一方面，对于MCU巨头近日公告年内二次涨价的情况，公司表示，今年4月起针对部分型号的芯片产品进行价格上调，后续定价将结合成本、供需动态灵活研判调价方案。
中邮证券此前指出，当前800G/1.6T高速光模块MCU市场呈现“海外主导、国产突破”的竞争格局。公司在光模块专用MCU领域实现关键技术突破，主力型号N32H493为适配800G、1.6T高速光模块的专用主控芯片，主频高达240MHz；集成1024KB双BankFlash，支持零业务中断在线升级。目前该款光模块MCU在多家光模块厂商稳步推进产品导入，凭借高集成、高可靠、低功耗特性，有效提升高速光模块能效、运行稳定性与信息安全等级，填补国内高端光模块主控芯片国产化缺口。
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