中际旭创：上半年业绩超越2025年全年产能交付与技术代际优势凸显

证券市场周刊09-01 15:09

2026年8月21日，中际旭创（300308.SZ）发布2026年半年度报告。该公司上半年共实现营业收入417.78亿元，同比增长182.49%；归母净利润136.51亿元，同比增长241.70%。今年上半年该公司归母净利润已大幅超越去年全年，业绩延续高增长态势。分季度来看，二季度营收较一季度环比提升约15%，利润增速显著跑赢营收，单季度毛利率同步抬升。这也意味着，规模效应叠加高端产品占比提升，...

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advantages.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"91530":1.5,"300308":1.5,"03308":1.5},"content_text":"2026年8月21日，中际旭创（300308.SZ）发布2026年半年度报告。该公司上半年共实现营业收入417.78亿元，同比增长182.49%；归母净利润136.51亿元，同比增长241.70%。今年上半年该公司归母净利润已大幅超越去年全年，业绩延续高增长态势。分季度来看，二季度营收较一季度环比提升约15%，利润增速显著跑赢营收，单季度毛利率同步抬升。这也意味着，规模效应叠加高端产品占比提升，推动该公司整体盈利能力持续向好。　　算力浪潮下交付能力凸显中际旭创订单覆盖至 2028 年　　随着全球AI算力需求持续爆发，光互连硬件迎来升级浪潮，驱动800G、1.6T等高端光模块产品持续放量。而中际旭创突出的交付实力，成为其在全球算力产业竞争中抢占市场先机的核心要素。　　据披露，在供应链体系优化方面，报告期内，中际旭创围绕光电芯片、无源光器件、PCB及结构件等关键物料，通过硅光、EML等多元化解决方案完善采购体系，并持续拓展新供应商、提前锁定产能，有效降低供应短缺风险；在产能建设方面，该公司持续推进全球化产能基地建设，在苏州、铜陵、成都、中国台湾及泰国等地扩大产能，以满足快速增长的需求，同时加大智能制造投入，推进自动化改造，有效提升生产效率和产品良率。　　能够看出，面对复杂多变的全球供应链格局，中际旭创已通过资本纽带与战略合作，构建起一张极具韧性的产业生态网，在产能扩张与供应链优化上形成互补协同。同时该公司也指出，物料紧张状况预计在2026下半年至2027上半年迎来边际缓解，后续将通过长协、预付款、导入新供应商等方式锁定产能，保障交付能力，持续提升其在全球竞争中的综合优势。　　中际旭创在投资者关系活动中表示，目前其客户订单已覆盖2026年全年，部分重点客户订单已排期至2027年，且2027年度交付计划已细化至月度；部分客户已给出2028年新产品需求指引，订单确定性与中长期需求可见度持续提升。业内人士分析指出，随着亚马逊、谷歌、Meta、微软等科技巨头持续上调未来数年资本开支指引，AI产业已初步形成“投入-产出”的正向循环。在GPU配置升级、光模块端口速率迭代等多重驱动下，光互连作为算力集群网络核心环节，正迎来深度爆发期。机构普遍预测，未来五年光通信行业有望维持高增长，供需紧平衡格局至少延续至2028年。在此背景下，中际旭创凭借充足的订单储备和交付能力，有望持续推动业绩的增长。　　技术优势巩固龙头地位下一代光互连产品接力成长　　在订单增长与交付保障之外，中际旭创在技术端同样展现出强劲迭代能力与前瞻布局。从技术演进来看，目前该公司1.6T产品已进入稳定量产阶段，硅光产品在高速产品系列中的占比达70%，牢牢把握行业技术制高点。机构交流纪要指出，硅光行业整体渗透率呈持续上升趋势，2026年800G硅光产品占比不断提升，1.6T相关新客户对于硅光方案具备较高接受度。　　灼识咨询相关数据显示，2021-2025年，中际旭创连续五年在全球光互连解决方案市场收入规模上位居首位。凭借强劲的研发实力、规模化量产与高效交付能力，该公司收获海内外客户的普遍认可，市场份额实现持续增长。　　中际旭创表示，面向中长期，NPO需求自2026年3月开始加速，多家客户给出2027-2028年需求指引；预计2027年下半年头部客户启动NPO批量采购，2028年迎来大规模放量。2.4T、NPO等高毛利新品计划2027年逐步落地；3.2T、XPO、OCS等前沿技术已提前布局，3.2T目前处于研发阶段，预计2028年技术成熟。未来，该公司将进一步强化核心竞争力，推进技术创新，结合市场需求输出成套光互连解决方案。　　整体来看，全球算力投资正向循环成型，技术迭代持续加速。中际旭创在供应链韧性、前沿技术研发层面优势突出，业绩成长与估值提升逻辑值得持续关注。（文章来源：证券市场周刊）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","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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中际旭创：上半年业绩超越2025年全年 产能交付与技术代际优势凸显

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中际旭创：上半年业绩超越2025年全年产能交付与技术代际优势凸显