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AI算力驱动光通信行业进入新景气周期 相关板块强势 海光芯正（01191）涨27.94%

金吾财讯
Aug 04

金吾财讯 | 光通信板块强势，海光芯正（01191）涨27.94%，中际旭创（03308）涨13.02%，剑桥科技（06166）涨11.33%，长飞光纤光缆（06869）涨7.00%，汇聚科技（01729）涨6.09%，华虹宏力（01347）涨4.02%，鸿腾精密（06088）涨3.67%，蓝思科技（06613）涨2.31%。

东莞证券表示，AI算力驱动光通信行业进入新景气周期。据LightCounting数据，2025年全年光模块及相关产品的最终销售额统计为268亿美元，较2024年增长74%。2026年第一季度，光模块和AOC的销售额约为100亿美元，同比大幅增长90%，市场增长已开始呈现出真正的指数级态势。LightCounting预测2026年以太网光模块市场将增长65%，2026年800G光模块出货量将增长一倍以上，1.6T光模块出货量将从2025年的小基数增长至数千万端口。2026年全球光模块进入800G全面普及、1.6T规模商用阶段，需求重心加速转向高速规格。光通信正在从“高速光模块放量”升级为“模块形态、光芯片供给、无源耦合”三重迭代，光互连正在半导体化，成为AI算力系统中决定整体性能的关键环节。

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