光通信板块持续活跃 剑桥科技(06166)涨6.87% 工信部颁布新令加码高端光电芯片和器件研发

金吾财讯
Jun 12

金吾财讯 | 光通信板块持续活跃,剑桥科技 (06166) 涨 6.87%,华虹宏力 (01347) 涨 6.17%,舜宇光学科技 (02382) 涨 4.23%,鸿腾精密(06088)涨 3.01%,京信通信 (02342) 涨 2.63%,汇聚科技 (01729) 涨 1.63%,均胜电子 (00699) 涨 1.53%,长飞光纤光缆 (06869) 涨 1.47%。

消息面上,工信部近日印发《“人工智能+信息通信”创新发展实施意见(2026—2028年)》的通知。加强高端光电芯片和器件研发:加强高速光电芯片、高速转发/交换芯片、全光交换器件、光电共封装器件等技术和产品研发验证,开展光电混合组网技术试验,加速技术方案成熟。加强智算超节点光电互联技术攻关,开展智算网络技术与产品验证。加强广域智算网络传输技术研究试验:加大广域无损网络、任务式调度、算网运维智能体等技术验证和落地,提升算间网络调度能力和传输效率,降低比特带宽成本。

广发证券发布研报称,当前AI算力瓶颈正逐渐向“连接”转移。由于保偏光纤存量市场规模较小(综合多家机构预测数据当前市场空间为10亿美元以下),当前专注保偏光纤研制的企业较少。光电共封有望成为下一步解决方案,有望成为未来十年扩展网络带宽增长的主要驱动力。建议关注聚焦光互连和保偏光纤的企业。

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