智通财经APP获悉，海光芯正(01191)涨超12%，截至发稿，涨11.79%，报186港元，成交额1.46亿港元。
消息面上，近日，2026上海世界移动通信大会上(MWC26 Shanghai)，海光芯正携新一代硅光解决方案及6.4T NPO光引擎产品亮相，全面展示公司从研发到量产、从硅光芯片到硅光模块及NPO光引擎的全栈式技术实力。海光芯正深耕光电互连领域，已迅速成长为业务All in AI、技术All in硅光的AI硬件公司。本次参展的全系列产品，精准适配AI数据中心、智算集群内部及跨集群互连场景的严苛性能要求。
公开资料显示，海光芯正为光电互连产品提供商，提供光模块、AOC及其他产品。根据弗若斯特沙利文的资料，按收入计，公司于2025年在全球光模块供应商中排名第十七，2025年的全球市场份额为0.8%(按收入计)。根据同一来源，按2025年AI光模块收入计，公司在中国光模块供应商中排名全球第八，全球市场份额为1.6%。
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