【炬光科技：公司光通信业务正由前期客户验证逐步向订单增长和规模制造阶段转换】炬光科技在投资者现场调研时表示，2026年上半年，公司光通信应用市场实现收入6688万元，同比增长215%，目前，公司光通信业务正由前期客户验证逐步向订单增长和规模制造阶段转换。公司主要聚焦三类细分市场：一是用于可插拔光模块的标准微透镜及衬底材料，具有标准化、批量出货、迭代快和成本敏感等特点；二是用于OCS、电信等领域的定制微透镜；三是面向NPO/CPO的专属产品。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.