002491澄清：与英伟达不存在任何业务关系_老虎社区_美港股上老虎

002491澄清：与英伟达不存在任何业务关系

市场资讯05-13

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：中国基金报　　【导读】通鼎互联澄清与英伟达关系　　中国基金报记者夏天　　5月13日晚间，光纤大牛股通鼎互联（证券代码：002491）发布澄清公告，针对某微信公众号发布的《搭上英伟达，A股光纤牛股年内涨超300%》一文作出回应。公告明确表示，公司与英伟达不存在任何业务关系，该文章标题及内容存在误导投资者判断的...

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夏天\n　　5月13日晚间，光纤大牛股通鼎互联（证券代码：002491）发布澄清公告，针对某微信公众号发布的《搭上英伟达，A股光纤牛股年内涨超300%》一文作出回应。公告明确表示，公司与英伟达不存在任何业务关系，该文章标题及内容存在误导投资者判断的可能性，“搭上英伟达”的表述不准确、结论不成立。\n　　近日，光纤板块成为A股炙手可热的赛道之一。5月6日，英伟达与全球光纤巨头康宁宣布达成多年期战略合作，英伟达有权对康宁进行最高32亿美元的投资，康宁将在美国新建3座工厂，面向AI基础设施的光连接产能提升10倍，光纤产量扩大50%以上。受此消息带动，A股光纤板块近日表现活跃。作为光纤概念股，通鼎互联股价持续走强，5月7日、8日、11日、12日连续4个交易日涨停，引发市场广泛关注。\n　　截至5月13日收盘，通鼎互联报26.95元/股，上涨7.80%，总市值达331.5亿元，年内涨幅超300%。\n　　回顾来看，5月12日，某微信公众号发布的《搭上英伟达，A股光纤牛股年内涨超300%》一文，将“康宁与英伟达的战略合作”与“通鼎互联向康宁采购光棒”两个情况进行关联，并在标题上宣称通鼎互联“搭上英伟达”。\n　　但通鼎互联在5月13日晚的澄清公告中明确表示，康宁作为供应商，对外销售光纤预制棒（以下简称光棒）产品，公司向康宁采购光棒用于光纤生产。海南康宁仅作为公司光棒原材料供应商，2023—2025年平均采购数量为187.25吨/年，规模有限，不存在独家供货情形，也不存在其他合作关系。\n　　据了解，光棒是光纤生产中的核心原材料，在整个光通信产业链中处于利润分配顶端，行业利润占比约为70%。通鼎互联向康宁采购光棒用于光纤生产，仅涉及常规原材料采购关系，与康宁与英伟达围绕高性能光纤及CPO技术的深度合作完全不同。\n　　通鼎互联还在公告中强调，未来将通过自产光棒的方式减少外部采购占比。\n　　公开资料显示，通鼎互联2010年10月在深交所上市，是国内光电线缆制造领域的领军企业。目前公司业务已形成光电通信板块、安全业务板块、新能源业务板块三大板块协同发展的格局。2025年年报显示，光电通信板块产品涵盖光棒、光纤、光缆、通信电缆、电力电缆及通信设备等，2025年实现收入23.96亿元，营收占比达70.19%；安全业务板块主要提供网络可视化产品及储能、光伏、数据中心消防系统解决方案，2025年实现收入6.69亿元，同比增长456.75%，营收占比为19.61%，已成长为公司的第二增长曲线；新能源业务板块承接风力发电、光伏发电、储能电站项目的工程建设与运营维护，2025年收入为4393.55万元，同比增长2104.30%。\n　　从产品收入结构来看，2025年，光纤光缆实现营收1.83亿元，占比为5.35%，占比相对较小。\n　　就业绩表现而言，通鼎互联正筑底回升。2025年，公司实现营收34.13亿元，同比增长17.08%；实现扣非归母净利润-4126.98万元，同比大幅转亏。2026年第一季度，公司实现营收10.64亿元，同比增长61.13%；实现扣非归母净利润1.03亿元，同比增长765.14%。公司称，营业收入增长是因为受市场行情影响光纤产品量价齐升，以及新增合并子公司和本机电。\n　　值得一提的是，随着公司股价持续飙升，通鼎互联也多次发布股价异动公告，向投资者提示风险。通鼎互联称，光纤产品价格波动的可持续性具有不确定性，对未来业绩的影响需结合未来市场环境及公司业务开展情况综合判断，存在较大不确定性。光棒扩产周期长达1.5至2年，存在未来产能集中投放或下游需求放缓、市场转向供过于求、项目收益不及预期的风险。\n　　编辑：杜妍\n　　校对：纪元\n　　制作：小茉\n　　审核：木鱼\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：杨红卜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}