中际旭创火速辟谣：CSP客户直接下单公司不存在绕过中间层转单情形

华尔街见闻02-11

2月11日，网传“光模块订单路径生变”，称CSP厂商绕过中际旭创等模组厂，直接下单给上游激光设备商，再经指定组装厂生产，引发板块股价跳水，中际旭创收跌4.28%。公司当日在互动平台紧急澄清，称商业模式未变，仍由CSP客户直接下单，由公司制造后直接交付给CSP客户。2月11日，社交媒体网络上广泛流传一张截图，称光模块公司订单路径发生改变，CSP绕过公司（如中际旭创），通过下单给上游的激光设备公司...

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directly and the company does not bypass the middle layer to transfer orders","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1.5},"content_text":"2月11日，网传“光模块订单路径生变”，称CSP厂商绕过中际旭创等模组厂，直接下单给上游激光设备商，再经指定组装厂生产，引发板块股价跳水，中际旭创收跌4.28%。公司当日在互动平台紧急澄清，称商业模式未变，仍由CSP客户直接下单，由公司制造后直接交付给CSP客户。2月11日，社交媒体网络上广泛流传一张截图，称光模块公司订单路径发生改变，CSP绕过公司（如中际旭创），通过下单给上游的激光设备公司Lumentum，再经Lumentum指定模组/组装厂的方式，跳过中间层下单，从而压缩中国模组厂的毛利。CSP是指大型云服务提供商（Cloud Service Provider），如谷歌、亚马逊、微软、Meta等科技巨头。这一网络“小作文”，引发市场对光模块龙头企业的担忧，2月11日收盘，中际旭创、新易盛、光库科技等光模块概念股的股价均有不同程度下跌。其中，“被点名”的中际旭创下跌4.28%。就此，有投资者问在互动易向中际旭创提问，请董秘尽快出来辟谣。中际旭创在互动平台表示，光模块产品由光模块厂商按照CSP客户对数据中心网络的需求进行定制化开发和设计，需要光模块厂商拥有高效的研发技术能力和成熟的制造工艺、充足的产能和大规模制造与交付能力，且经过CSP客户严格的产品送测、资格认证和审厂后才能成为CSP客户供应链上的合格供应商。因此，CSP客户会直接下订单给公司，由公司制造后直接交付给CSP客户，这个商业模式并没有改变。不存在所谓的CSP客户下订单给上游光芯片厂，跳过公司等中间层再转单给光芯片指定的模组/组装厂生产的情形。本文来源：上海证券报风险提示及免责条款    市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。  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中际旭创火速辟谣：CSP客户直接下单公司 不存在绕过中间层转单情形

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中际旭创火速辟谣：CSP客户直接下单公司不存在绕过中间层转单情形