东北证券：各厂商积极布局OCS 重点关注三大投资方向

智通财经2025-10-23

智通财经APP获悉，东北证券发布研报称，OCS产业趋势目前仍由海外大厂主导，国内厂商参与度逐步提升，建议重点关注零部件供应或代工机会。重点关注三大投资方向：已进入海外OCS供应/代工环节的厂商、有潜力进入海外OCS供应/代工环节的厂商、积极布局OCS的光模块厂商。东北证券主要观点如下：OCS光交换是一种无需光电/电光(O/E/O)转换，直接实现光信号在光纤端口间切换的技术OCS原理是直接对光信号...

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