002902，强势2连板！800G光模块小批量出货

半导体投资联盟03-25

近日，铭普光磁在机构调研中表示，公司与客户合作开展800G LPO方案的ODM定制开发，已实现小批量出货。800G NPO与客户针对下一代应用需求进行联合开发。1.6T光模块将配合客户JDM开发。3月25日，光模块板块大幅高开，铭普光磁近10亿元封单涨停开盘。作为业务增长的重要支撑，公司明确2026年战略聚焦光伏储能与车载新能源两大高景气赛道，目前相关订单获取与市场拓展工作稳步推进，有望持续贡献...

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