CPO全线大回调！太辰光业绩出炉，上半年净利同比增长118.02%

格隆汇2025-08-14

近期，CPO等AI硬件板块热度爆棚，今日却全线步入大回调。而太辰光今日开盘走低，一度跌超5%，随后触底反弹，午后拉升翻红，最终收涨0.88%，报136.19元/股，总市值309.3亿元。太辰光此番逆势收红，资金似乎在博弈今晚业绩公告。Q2净利同比增长96.77%资料显示，太辰光专注于光通信领域，产品包括各种光通信器件及其集成功能模块和光传感产品及解决方案。今年上半年，太辰光实现营业收入8.28亿元...

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Taichenguang's performance was released, and its net profit in the first half of the year increased by 118.02% year-on-year.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":0.9,"300502":0.9,"300548":0.9,"300570":0.9,"300620":0.9,"688313":0.9},"content_text":"近期，CPO等AI硬件板块热度爆棚，今日却全线步入大回调。而太辰光今日开盘走低，一度跌超5%，随后触底反弹，午后拉升翻红，最终收涨0.88%，报136.19元/股，总市值309.3亿元。太辰光此番逆势收红，资金似乎在博弈今晚业绩公告。Q2净利同比增长96.77%资料显示，太辰光专注于光通信领域，产品包括各种光通信器件及其集成功能模块和光传感产品及解决方案。今年上半年，太辰光实现营业收入8.28亿元，同比增长62.49%；净利润为1.73亿元，同比增长118.02%。以此计算，二季度的营收为4.58亿元，同比增长59.8%；净利润为9398.73万元，环比增长18.42%，同比增长96.77%。目前来看，太辰光的这份业绩略逊于预期，且二季度的同比增速较今年一季度和去年四季度有所放缓。太辰光的产品以外销为主，深度绑定北美光纤龙头康宁，间接切入英伟达、微软等AI龙头的供应链。上半年，太辰光的外销收入达6.81亿元，同比增长71.19%，占总收入的比例超82%。核心的光器件产品上半年实现收入8.12亿元，同比增长63.94%，毛利率为38.77%，比去年有所提升。上半年，太辰光的研发投入为4222.51万元。具体来看，太辰光采用自研MT插芯制造的MPO连接器、MT短跳线等产品实现规模化产销，有力支撑了数据中心和高速光模块的高密度布线需求。在基于光纤Shuffle的光柔性板方面，太辰光为多个客户定制化研发光柔性板产品，拓宽了该产品在数据中心、AI 算力方面的应用场景。CPO技术方向上，太辰光与国内外多个厂商合作开发基于光柔性板的无源布纤方案，同时聚焦光波导产品的升级工作，以有效适配高速光模块的需求。产能上，太辰光通过越南生产基地投产与国内产能扩容双线发力保障交付。其中，越南生产基地于今年一季度正式投产并逐步爬坡，有效分担海外客户交付压力。国内产能同步扩建，在现有园区附近新租赁5000多平方米生产厂房，快速配套产线，提升核心产品（高密度MPO连接器等）的产能。多只CPO个股翻倍4月9日以来，CPO作为科技行业上涨势头的急先锋，多只个股股价翻倍。其中，新易盛累计涨超362%，仕佳光子涨299%，中际旭创涨233%，长芯博创涨超205%，天孚通信涨超149%，太辰光涨超122%，光库科技涨超121%。而股价大涨的动力是行业高景气度，CPO企业业绩增速亮眼。其中，新易盛预计，上半年净利润为37亿元-42亿元，同比增长327.68%-385.47%。仕佳光子上半年实现营业收入9.93亿元，同比增长121.12%；归母净利润2.17亿元，同比增长1712%。中际旭创预计，上半年净利润为36亿元-44亿元，同比53.89%-88.18%。生益电子预计，上半年净利润5.11亿元-5.49亿元，同比增长432.01%-471.45%。光库科技预计，上半年净利润为4856万元-5463万元，同比增长约60%-80%。展望未来，国盛证券认为，从算力建设角度看，高密度、低功耗等已成为一致公认方向，CPO交换机有利于在Scale up层面提高互联能力，帮助CSP更好的建设更大规模的集群。CPO方案的推进标志着光通信从过去柜间互联向柜内互联渗透，光通信的应用场景和市场空间正在进一步扩大。国盛证券坚定推荐算力产业链相关企业如光模块行业龙头中际旭创、新易盛等，以及光器件“一大四小”天孚通信+仕佳光子、太辰光、博创科技、德科立。不过，短期来看，CPO前期涨幅已经较大了，再加上太辰光的业绩，明日可能继续面临回调。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2559495706","isCrawlerRequest":true}