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半年净赚136亿、订单排到2027年！中际旭创：1.6T光模块卖爆了_我的网站

A |     8月24日消息，光模块龙头中际旭创8月23日晚间召开机构电话会议，披露2026年上半年经营情况及未来展望。    业绩层面，中际旭创2026年上半年实现营业收入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%。

B |     Charles Hew Crooks, a pilot who jumped to his death from a plane flying over North Carolina in July, reportedly told his colleague that he felt sick and needed air before “exiting” the plane without a parachute on July 29.,According to NBC News quoting a National Transportation Safety Board preliminary report, the 23-year-old was the second-in-command of the CASA CN-212 Aviocar plane. He reportedly became “visibly upset” after the plane hit the runway on a landing upon ferrying skydivers. Crooks then declared an emergency and informed air traffic controllers at Raleigh-Durham International Airport, before breaking communication.,Mystery Emerges in North Carolina After Man Reportedly Exits Plane Mid-Flight, Dies30 July, 03:06 GMT,The report added that the 23­-year-old allegedly “exited” via the aircraft’s aft ramp door after he removed his headset and apologized to the senior pilot. The investigation of the accident is underway.。     其中第二季度营收222.8亿元，环比增长14.3%，归母净利润79.2亿元，环比增长38%。毛利率提升至46.4%，主要受益于1.6T等高附加值光模块出货环比增长及产品结构优化。    中际旭创透露，过去光模块行业通常只签3个月订单，但如今很多客户已给到2027年的长期订单，部分客户正洽谈长协。2027年1.6T和800G的订单需求相较2026年仍保持快速增长。     新产品布局方面，2.4T、NPO（近封装光学）、XPO（超高密度可插拔光学）等新产品将适用于scale-out（横向扩展）和scale-up（纵向扩展）等应用场景。    中际旭创正在根据大客户定制要求积极开发或送样，新产品有望于2027年下半年量产，2028年实现更大规模出货。预计NPO将成为行业客户普遍接受的光互连方案，主要用于scale-up场景。    对于产品价格，中际旭创强调价格降幅相对理性，并非市场传言的剧烈下降。该公司目标是在2027年通过硅光比例提升、良率优化和新产品放量等手段保持毛利率在较高水平并实现小幅增长。              

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Published on:04:29:09