市值突破万亿！中际旭创最近1年飙升超10倍！重仓“易中天”的创业板人工智能ETF华宝（159363）再创新高！

新浪基金04-23

市值突破万亿！中际旭创最近1年飙升超10倍！重仓“易中天”的创业板人工智能ETF华宝（159363）再创新高！　　4月23日盘中，光模块龙头中际旭创盘中上涨近3%，成为继工业富联之后第二只市值突破万亿的算力硬件股，该股自去年4月22日以来累计上涨超1000%。根据其2026年第一季度财报，中际旭创净利润达到57.35亿元，同比和环比分别增长262.28%和56.48%。　　热门ETF方面，重仓...

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Zhongji InnoLight has soared more than 10 times in the past year! Huabao (159363), a GEM artificial intelligence ETF with heavy positions of \"Yi Zhongtian\", reached a new high!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159363":1.91,"159967":0.6,"300308":1.96,"399001":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6},"content_text":"市值突破万亿！中际旭创最近1年飙升超10倍！重仓“易中天”的创业板人工智能ETF华宝（159363）再创新高！\n　　4月23日盘中，光模块龙头中际旭创盘中上涨近3%，成为继工业富联之后第二只市值突破万亿的算力硬件股，该股自去年4月22日以来累计上涨超1000%。根据其2026年第一季度财报，中际旭创净利润达到57.35亿元，同比和环比分别增长262.28%和56.48%。\n　　热门ETF方面，重仓光模块龙头“易中天”的创业板人工智能ETF华宝（159363）继续放量突破，场内价格再创新高！截至4月22日，高“光”创业板人工智能ETF华宝（159363）标的指数近1年累计涨幅高达202%，大幅跑赢全市场同类AI主题指数，持续超额表现！\n\n　　热点追踪\n　　中际旭创在2026年一季度表现极为亮眼，其总市值突破1万亿的成就主要得益于业绩的高速增长。公司净利润同比增长262.28%，创下单季度历史最高纪录，这主要源于终端客户对算力基础设施的强劲投入导致产品出货量持续增长。同时，预付款项同比增长1009.48%，反映出公司为应对市场需求大幅增加了原材料和设备采购，显示出积极的产能扩张信号。公司提前披露一季报的行为也体现了其对业绩表现的信心。\n　　股价累计上涨超900%的市场表现，与公司在光模块领域的龙头地位密切相关，特别是800G和1.6T等高速光模块的市场需求占据主导地位，推动了公司的长期增长预期。此外，公司通过外汇套期保值和海外布局应对关键原材料的海外采购风险，进一步增强了经营的稳定性。总体来看，中际旭创在算力需求爆发的背景下，通过技术优势和产能扩张，实现了业绩与市值的双双突破。\n　　热点解读\n　　光通信行业龙头中际旭创2026年第一季度业绩表现亮眼，单季度实现扣非归母净利润57.18亿元，同比增长264.56%，环比增长近60%，主要得益于AI算力需求强劲带动产品出货持续增长。公司毛利率持续稳步提升至约46%，受益于1.6T和800G等高端产品比重提升、硅光模块进一步渗透和良率提升等因素，预计今年毛利率维持稳中有升趋势。\n　　“十五五”开局首年，光模块行业景气度持续上升，国内需求侧呈现从400G向800G/1.6T升级趋势，人工智能应用发展带动算力需求提升，实现量价齐增。海外需求同样高景气，主流云厂商2026年资本开支规模持续超预期，GPU性能提升推动光模块速率升级明确，高速率高价值量产品放量节奏加快。\n　　公司客户已给出2026-2027年需求指引，部分重点客户正规划2028年需求，预计将进一步加大资本开支，产品类型更加丰富，数量进一步提升。上游器件供给紧张、需求端持续高景气的背景下，光模块厂商具备业绩持续释放的基础。\n　　投资逻辑\n　　中际旭创作为光模块行业龙头，市值突破万亿标志着其行业领先地位及强劲增长潜力。公司2026年第一季度净利润高达57.35亿元，同比增长262.28%，环比增长56.48%，业绩表现突出，主要受益于AI算力需求的爆发式增长及终端客户对基础设施的持续投入。预付款项同比大幅增加1009.48%，反映出公司积极扩张产能以应对市场需求，为未来增长奠定基础。\n　　光模块行业整体处于高景气周期，海外云厂商资本开支超预期，800G/1.6T高速率产品升级趋势明确，量价齐升逻辑强劲。公司技术优势明显，产品结构优化带动毛利率稳步提升，外汇风险管理措施有效保障经营稳定性。在“十五五”开局之年，国内AI应用及算力需求进一步提升，叠加CPO技术成熟和产业链向上游渗透的机遇，中际旭创有望继续受益于行业高景气，业绩释放空间广阔，投资价值凸显。\n　　一键布局光模块CPO机会，建议重点关注同类规模、流动性第一的创业板人工智能ETF华宝（159363）及场外联接（A类023407、C类023408），标的指数约七成仓位布局算力（光模块/CPO龙头），“易中天”一网打尽，约三成仓位布局AI应用，不止是算力核心，也是AI应用代表。\n　　数据来源：沪深交易所等。截至2026.4.21，创业板人工智能ETF华宝最新规模为66.13亿元，最近6个月日均成交超7亿元，规模、成交额在跟踪创业板人工智能指数、科创AI指数、科创创业AI指数的26只ETF中排行第一\n　　ETF基金相关费用说明：投资者在申购或赎回基金份额时，申购赎回代理机构可按照不超过0.5%的标准收取佣金。场内交易费用以证券公司实际收取为准，不收取销售服务费。\n　　联接基金相关费用说明：创业板人工智能ETF发起式联接C不收取申购费；赎回费7日以内为1.5%，7日（含）以上为0%；销售服务费为0.3%。创业板人工智能ETF发起式联接A申购费100万元以下为1%，100万元（含）-200万元为0.6%，200万元（含）以上为1000元/笔；赎回费7日以内为1.5%，7日（含）以上为0%；不收取销售服务费。\n　　风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11，创业板人工智能指数2021-2025年年度涨跌幅分别为：17.57%、-34.52%、47.83%、38.44%、106.35%。指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：周守来","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","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/2629008353","isCrawlerRequest":true}