站在“光”里，中际旭创供应商成为A股新晋“股王”

第一财经05-18 12:52

联讯仪器去年营收刚过10亿元，今年第一季度营收4.88亿元，今日盘中市值已超千亿。　　一家上市不到一个月的公司，5月18日盘中股价就超过贵州茅台（600519.SH），成为A股新晋“股王”。　　光芯片测试设备厂商联讯仪器（688808.SH）今日早盘一度涨超15%，股价突破1350元/股，成为A股股价最高的个股。截至早盘收盘，联讯仪器涨幅收窄至11.5%，股价被贵州茅台反超。　　联讯仪器4...

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shares","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1.5,"300308":1.5,"399300":1.5},"content_text":"联讯仪器去年营收刚过10亿元，今年第一季度营收4.88亿元，今日盘中市值已超千亿。\n　　一家上市不到一个月的公司，5月18日盘中股价就超过贵州茅台（600519.SH），成为A股新晋“股王”。\n　　光芯片测试设备厂商联讯仪器（688808.SH）今日早盘一度涨超15%，股价突破1350元/股，成为A股股价最高的个股。截至早盘收盘，联讯仪器涨幅收窄至11.5%，股价被贵州茅台反超。\n\n　　联讯仪器4月24日才登陆科创板，上市首日股价收799元/股，远超发行价81.88元/股。上市不到一周，联讯仪器就成为新晋“千元股”，今日盘中市值则达到1339亿元。\n　　从收入规模看，去年联讯仪器营收才突破10亿元。去年该公司营收11.94亿元，净利润1.74亿元，分别同比增长51.41%和23.6%。今年一季度，该公司营收则为4.88亿元，净利润为1.19亿元，分别同比增长142.52%和515.17%。\n　　财报解释称，第一季度公司业绩变动主要是因为受益于AI算力爆发，数据中心建设进程加速，带动高速光通信产品需求高速增长，公司下游客户扩产意愿强烈。\n　　联讯仪器受到资本市场关注的原因包括，该公司是光通信产业链公司，是光模块厂商中际旭创（300308.SZ）和新易盛（300502.SZ ）的供应商，该公司也是国内头部的光模块测试仪器厂商。据招股书介绍，该公司是国内少数量产供货400G、800G、1.6T高速光模块核心测试仪器的厂商，也是全球第二家推出1.6T光模块全部核心测试仪器的厂商。\n　　从客户组成看，联讯仪器的前五大客户中，2023年主要采购产品包括光电子器件测试设备的有一家，2024年增加至三家，去年前三季度则达到五家。2024年，中际旭创是联讯仪器的第五大客户，销售占比6.26%，去年前三季度中际旭创成为第二大客户，销售占比增加至7.17%。去年前三季度，新易盛也成为联讯仪器的前五大客户之一，销售占比6.3%。\n　　去年前三季度，联讯仪器来自前五大客户的销售占比为36.94%，主要销售产品都包括光电子器件测试设备。去年前三季度，该公司来自光通信领域的收入占比78.94%。\n　　从收入组成看，联讯仪器的收入与光通信客户深度绑定。该公司此前提醒，公司面临较高的客户集中度，经营业绩与主要客户经营情况相关性较高，若未来主要客户经营情况发生重大问题或公司与客户合作关系发生变化，公司将面临客户订单减少或流失等风险。此外，联讯仪器资产负债率偏高。据招股书，截至去年第三季度末，联讯仪器资产负债率49.74%，超过行业均值16.09%，今年第一季度该公司资产负债率则为55.3%。\n　　联讯仪器市场份额也与国际头部厂商差距较大。据Frost&Sullivan数据，以Keysight、Anritsu为代表的海外企业占据2024年中国光通信测试仪器市场约84%份额，本土企业市场份额占比约16%，其中联讯仪器市场份额9.9%。联讯仪器表示，该公司与国际龙头企业相比，在市场占有率、产品成熟度、多应用领域经验等方面仍然存在诸多差距。\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：尉旖涵","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","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 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