華泰證券:國內光模塊公司或佔全球市場主導地位
根據II-VI(高意)20日官網,II-VI公司宣佈收到中國政府通知,中國市場監管局(SAMR)已經批准了II-VI和Finisar的併購。華泰證券指出,此次併購符合行業整合趨勢,隨着產業鏈轉移趨勢以及國內光模塊公司競爭力提升,國內公司有望領導光模塊市場。國內光模塊廠商有望憑藉製造及研發優勢,不斷提升全球市場份額,尤其以旭創為代表在數通100G時代成為全球龍頭公司。重點推薦中際旭創,建議關注新易盛、華工科技、光迅科技、太辰光、天孚通信。
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