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研報掘金丨第一上海:中際旭創400G/800G等高端產品領域佔據全球領先地位
格隆匯 06-18 17:13

第一上海證券研報指出,中際旭創是中國領先的高端光通信模塊及設備供應商,專注於光模塊的研發、生產和銷售,產品廣泛應用於數據中心、雲計算、5G通信等領域。公司核心優勢在於高速光模塊技術,尤其在400G/800G等高端產品領域佔據全球領先地位,客户覆蓋谷歌、亞馬遜、微軟、Meta等國際雲服務巨頭,以及國內主流通信設備商。據LightCounting數據,2023年全球光模塊市場規模約120億美元,其中數通光模塊(數據中心)佔比超60%,電信市場佔比約40%。據和絃產業研究院數據,2024年全球光模塊排行:公司在發貨量、營收和市場份額地位綜合排名第一。

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