中际旭创登陆港股，光模块龙头加码AI算力基建_老虎社区_美港股上老虎

中际旭创登陆港股，光模块龙头加码AI算力基建

第一财经11:28

7月30日，光模块龙头中际旭创（3308.HK）正式在香港联交所主板挂牌上市，完成“A+H”两地资本布局。本次IPO引入多家全球顶级机构和科技巨头作为基石投资者，阵容涵盖淡马锡、高瓴、阿布扎比投资局、贝莱德、摩根大通资产管理、阿里巴巴、腾讯等。　　据招股书披露，本次募资约35%将用于3.2T光模块、XPO（超高密度可插拔光学）、CPO（共封装光学）、NPO（近封装光学）等先进技术研发，约30%用于...

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2028年起逐步起量。　　中际旭创2025年年报显示，2025年光通信收发模块销量2109万只，同比增长44.6%，毛利率42.61%。从业绩层面看，中际旭创2025年全年营收382.40亿元，同比增长60%，归母净利润107.97亿元。2026年一季度，单季利润已飙至57.35亿元，超过2025年全年的一半，同比增速达262%。华工科技（000988.SZ）一季度已实现归母净利润6.38亿元，同比增长55.76%，800G以上高端光模块出口同比暴增超100倍。　　新易盛（300502.SZ）业绩预告中预计2026年上半年归母净利润70亿元至80亿元，同比增长77.56%至102.93%。公司表示，受益于人工智能相关算力投资持续增长，产品结构优化，销售收入和净利润较上年同期大幅增加。光迅科技（002281.SZ）预计2026年上半年归母净利润5.59亿元至6.15亿元，同比增长50%至65.15%。业绩增长主要得益于全球AI算力投资浪潮驱动数通光模块需求快速增长，叠加国内云服务商加大数据中心建设投入。　　中际旭创在投资者关系活动记录中表示：“目前几乎所有客户订单已覆盖2026全年，部分客户订单已下到2027年，交付计划细化到月度。2027年行业情况明晰，800G、1.6T、2.4T、NPO等产品需求都具有较强的确定性。”　　银河证券认为，全球主要云厂商及AI企业持续上调算力基础设施投资预算，直接拉动高速光模块需求呈现非线性增长。2026年开始，高速产品在数通领域的渗透率正加速提升，1.6T产品已进入批量交付周期。　　但迭代周期缩短也带来两面性，厂商需要在支撑高毛利率的同时面临多技术平台布局压力。　　中际旭创本次H股最终发行价定为每股980港元，上市首日开盘破发，截至上午11时，报902港元/股，跌超8%。（文章来源：第一财经）","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":"corporation","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}