中际旭创：3.2T光模块产品尚在研发和完善中

半导体投资联盟12-08

中际旭创的互动平台回应，既明确了 3.2T 产品的研发进展，也体现了公司贴合行业需求的产能规划逻辑，同时遵循商业保密原则，整体传递出稳健推进高端化的战略思路。3.2T 光模块作为下一代高速光通信核心产品，其研发进度备受市场关注。公司披露的 “研发和完善中”，背后是扎实的技术积累支撑。底层技术已具备基础，2025 年 OFC 光通信展会上，公司已完成单波 400G 技术现场演示，为 3.2T 产品...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2589385448?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-08 11:32","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2589385448","market":"other","top_or_hot":-1,"title":"中际旭创：3.2T光模块产品尚在研发和完善中","media":"半导体投资联盟","content":"<div>\n<p>中际旭创的互动平台回应，既明确了 3.2T 产品的研发进展，也体现了公司贴合行业需求的产能规划逻辑，同时遵循商业保密原则，整体传递出稳健推进高端化的战略思路。3.2T 光模块作为下一代高速光通信核心产品，其研发进度备受市场关注。公司披露的 “研发和完善中”，背后是扎实的技术积累支撑。底层技术已具备基础，2025 年 OFC 光通信展会上，公司已完成单波 400G 技术现场演示，为 3.2T 产品...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-12-08/doc-inhaaexm2530682.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中际旭创：3.2T光模块产品尚在研发和完善中</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中际旭创：3.2T光模块产品尚在研发和完善中\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-08 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/cn/2025-12-08/doc-inhaaexm2530682.shtml><strong>半导体投资联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中际旭创的互动平台回应，既明确了 3.2T 产品的研发进展，也体现了公司贴合行业需求的产能规划逻辑，同时遵循商业保密原则，整体传递出稳健推进高端化的战略思路。3.2T 光模块作为下一代高速光通信核心产品，其研发进度备受市场关注。公司披露的 “研发和完善中”，背后是扎实的技术积累支撑。底层技术已具备基础，2025 年 OFC 光通信展会上，公司已完成单波 400G 技术现场演示，为 3.2T 产品...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-12-08/doc-inhaaexm2530682.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0561508036.HKD","symbol_name":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-08/doc-inhaaexm2530682.shtml","article_id":"2589385448","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589385448","pubTimestamp":1765164720,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"中际旭创的互动平台回应，既明确了 3.2T 产品的研发进展，也体现了公司贴合行业需求的产能规划逻辑，同时遵循商业保密原则，整体传递出稳健推进高端化的战略思路。最后，柔性产能应对市场变化，20 条生产线可在 72 小时内切换产品型号，曾成功完成谷歌紧急订单交付，为后续 3.2T 产品放量预留调整空间。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300308":"中际旭创","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK0070":"员工持股","BK0167":"5G","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0620787316.HKD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (HKD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU0082770016.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AD\" INC","BK0214":"IT设备","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0164939612.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AC\" ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK0077":"质押式回购","LU1997245177.USD":"安联神洲A股基金","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0028":"国家队","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC"},"translate_title":"Zhongji InnoLight: 3.2 T optical module products are still under development and improvement","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1.5},"content_text":"中际旭创的互动平台回应，既明确了 3.2T 产品的研发进展，也体现了公司贴合行业需求的产能规划逻辑，同时遵循商业保密原则，整体传递出稳健推进高端化的战略思路。3.2T 光模块作为下一代高速光通信核心产品，其研发进度备受市场关注。公司披露的 “研发和完善中”，背后是扎实的技术积累支撑。底层技术已具备基础，2025 年 OFC 光通信展会上，公司已完成单波 400G 技术现场演示，为 3.2T 产品落地筑牢根基。采取双技术路线并行策略，既推进传统可插拔方案，也依托成熟的硅光技术布局相关方案，800G 硅光模块的量产经验已为 3.2T 研发提供参考。研发节奏贴合行业周期，当前市场需求仍集中于 800G/1.6T 产品，公司选择稳步完善 3.2T 技术，预计 2026 年下半年进入客户测试验证阶段。公司 “根据行业发展趋势和客户需求持续布局产能” 的表述，契合其全球龙头的供应链管理逻辑。首先，产能与头部客户需求深度绑定，针对谷歌、英伟达等核心客户的 TPU 集群扩容、AI 服务器量产需求，泰国基地已提升 40% 产能，铜陵三期项目 2026 年将新增 800G/1.6T 产能 50 万只 / 月。其次，全球化布局保障交付能力，泰国工厂贡献 60% 产能，墨西哥基地计划 2025 年底投产，可灵活响应不同区域客户的本地化供应需求。最后，柔性产能应对市场变化，20 条生产线可在 72 小时内切换产品型号，曾成功完成谷歌紧急订单交付，为后续 3.2T 产品放量预留调整空间。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","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/2589385448","isCrawlerRequest":true}