烽火通信 20250919 摘要 烽火通信积极拥抱 AI 应用，抓住多模光纤和空心光纤技术机遇，有望拓 展市场空间，并以公开透明的态度推动生态圈建设。 烽火通信获得首批超级点服务器整体解决方案商资格，通过与华为等厂 商合作，增强通信和连接能力，构建更大规模的超级点系统，提升单卡 性能和整体销售能力。 烽火通信凭借深厚的技术积累和客户服务能力，在银行、运营商、金融 和通信市场表现突出，有望在传统优势市场中提升市场份额。 烽火通信将互联网市场作为战略重点，通过提升算力、优化系统工程， 并积极与金山、快手、美团等公司合作，力求在互联网市场取得突破。 烽火通信在超级点服务器领域的技术优势，源于其在传输系统、大型网 络设备和光传输方面的长期积累，有望转化为未来超级点服务器的更高 净利润。 烽火通信在空心光纤领域有深厚研究基础，产品衰减已达 0.15dB/ km，连续长度超过 10 公里，并正与互联网公司进行测试验证，积极参 与市场招标。 烽火通信在多模光纤市场积累丰富经验，高端 OM3/OM4/OM5 产品需 求旺盛，公司正积极提升技术水平和产能，以满足高端市场需求，并已 开展海外销售。 Q&A 烽火通信在 AI 浪潮 ...

内容概要：随着云计算、5G、物联网等技术的快速发展，国际数据流量呈指数级增长，对海底光缆的 传输容量和稳定性提出了更高要求。中继器作为海底光缆通信系统中的另一个关键设备，起到信号再生 和放大的作用。它通常被安装在光缆的路由上，接收并处理来自上游光缆的信号，然后再将信号发送到 下游光缆。通过这种方式，中继器能够有效地延长信号的传输距离，并提高整个通信系统的可靠性。此 外，随着深海资源开发和海洋观测需求的增加，具备智能监测功能的新一代中继器还可为海洋科学研究 提供支持，这为海底光中继器行业带来新的增长点。目前，中国已成为全球最大的海底光缆制造国与应 用国，海底光中继器行业市场规模不断扩大。据统计，2024年中国海底光中继器行业市场规模达到92亿 元，同比上涨24.3%，预计2025年行业市场规模增长至120亿元。 相关上市企业：亨通光电（600487）、中天科技（600522）、东方电缆（603606）、烽火通信 （600498）、长飞光纤（601869）、太阳电缆（002300）、通光线缆（300265）、汉缆股份 （002498）、远东股份（600869）、起帆电缆（605222）等。 相关企业：中国信息通信 ...

Index Performance - The CSI A500 Index experienced a slight increase of 0.02%, closing at 5433.29 points on September 19 [5] - The average daily trading volume for the week was 9126.33 billion yuan, reflecting a week-on-week increase of 2.7% [5] Component Stocks Performance - The top ten gainers for the week included: - Junsheng Electronics (600699.SH) with a rise of 44.25% - Shanghai Construction (600170.SH) up by 31.70% - Sanhua Intelligent Control (002050.SZ) increasing by 20.72% [3] - The top ten losers for the week included: - Northern Rare Earth (600111.SH) down by 12.20% - Junshi Biosciences (688180.SH) decreasing by 9.84% - Xiamen Tungsten (000960.SZ) falling by 9.45% [3] Fund Performance - A total of 39 CSI A500 funds mostly saw increases, with the top performer being Guolian An with a rise of 0.424% [5] - The total scale of CSI A500 funds reached 1865.27 billion yuan, with the largest funds being Huatai Baichuan (221.82 billion yuan), Guotai Fund (204.94 billion yuan), and E Fund (204.55 billion yuan) [5] Economic Context - The Federal Reserve lowered the benchmark interest rate by 25 basis points to a range of 4.00%-4.25% on September 17, restarting the rate cut cycle [6] - Short-term market expectations for rate cuts have been largely priced in, potentially leading to volatility as actual policy effects and economic data unfold [6] - In the medium to long term, the Fed's rate cuts are expected to positively impact the A-share market, with a stronger yuan improving foreign investment sentiment [6]

每日经济新闻 每经AI快讯，通信设备板块盘初走强，长飞光纤、德科立盘中创新高，鼎信通讯涨停，亨通光电、天 孚通信、烽火通信、世嘉科技、长芯博创跟涨。 ...

南方财经9月19日电，通信设备板块盘初走强，长飞光纤、德科立盘中创新高，鼎信通讯涨停，亨通光 电、天孚通信、烽火通信、世嘉科技、长芯博创跟涨。 ...

Market Performance - The main board led the gains with notable stocks such as Fenghuo Communication (+10.02%), Kesen Technology (+10.01%), and Guanghe Technology (+10.01) [1] - The ChiNext board saw significant increases with Anlian Ruishi (+19.99%), Guangku Technology (+15.00%), and Longyang Electronics (+10.26%) [1] - The Sci-Tech Innovation board was led by Dekeli (+20.00%), Huicheng Co. (+14.16%), and Zhongwei Company (+11.43%) [1] - Active sub-industries included SW Communication Cables and Accessories (+5.44%) and SW Semiconductor Equipment (+5.28%) [1] Domestic News - Shangle Electronics announced plans to acquire an 88.79% stake in Ligong Technology through its wholly-owned subsidiary, aiming for a "1+1>2" synergy effect to enhance competitiveness [1] - Xingchen Technology revealed that it has chips suitable for AI glasses already shipped to end customers and is in discussions with various clients [1] - Jiangbolong reported over 80 million units of its main control chips deployed by the end of July, with continued rapid growth expected [1] - Huawei's rotating chairman announced the launch timeline for its Ascend chips, with the Ascend 950PR expected in Q1 2026 [1] Company Announcements - Zhejiang Shusu Culture announced a cash dividend of 0.08 yuan per share, totaling approximately 101.45 million yuan [3] - Focus Technology declared a cash dividend of 6 yuan for every 10 shares, based on a total share capital of approximately 317.24 million shares [3] - Yake Technology announced a cash dividend of 3.20 yuan for every 10 shares, totaling around 152.30 million yuan [3] - Yunzhu Technology reported receiving government subsidies amounting to 20.12 million yuan [3] Overseas News - According to DigiTimes, NAND and DRAM contract prices are expected to rise by 15-20% in Q4 2025, driven by AI infrastructure and supply constraints [4] - Reports indicate that Apple plans to launch the "iPhone Ultra" foldable phone in H2 2026, with initial shipment targets between 7 million and 10 million units [4] - Meta launched the new generation of smart glasses, Meta Ray-Ban Display, featuring high-resolution displays for various functionalities [4] - Schaeffler's inverter brick, equipped with Rohm's SiC MOSFET, has begun mass production, supporting higher battery voltages for electric vehicles [4]

Group 1 - The Co-Packaged Optics (CPO) concept has seen a rise of 1.35%, ranking second among concept sectors, with 66 stocks increasing in value [1][2] - Notable stocks that hit the 20% limit up include DeKeLi and HuaFeng Technology, while FengHuo Communication, GuangHe Technology, and ChangFei Optical Fiber also reached their limit up [1] - The top gainers in the CPO sector include GuangKe Technology, LingYun Optical, and ZhongTian Technology, with increases of 15.00%, 12.46%, and 6.97% respectively [1] Group 2 - The CPO sector attracted a net inflow of 1.972 billion yuan, with 57 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflows [2] - The leading stock in terms of net inflow is Hengtong Optics, which saw a net inflow of 1.172 billion yuan, followed by FengHuo Communication, Industrial Fulian, and ZhongTian Technology with net inflows of 1.012 billion yuan, 867 million yuan, and 786 million yuan respectively [2][3] - The net inflow ratios for Hengtong Optics, FengHuo Communication, and ZhongBei Communication are 28.24%, 23.63%, and 13.96% respectively [3]

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 1.45 | 金属铅 | -3.94 | | 共封装光学(CPO) | 1.35 | 金属锌 | -3.88 | | 铜缆高速连接 | 1.27 | 黄金概念 | -3.08 | | 国家大基金持股 | 1.26 | 期货概念 | -3.05 | | AI PC | 1.05 | 稀土永磁 | -2.94 | | 光刻机 | 0.83 | 小金属概念 | -2.73 | | 光纤概念 | 0.74 | 互联网保险 | -2.71 | | 同花顺果指数 | 0.69 | 金属钴 | -2.70 | | 先进封装 | 0.69 | 金属铜 | -2.63 | | 液冷服务器 | 0.60 | 猪肉 | -2.63 | | | 子 | | | | | | --- | --- | --- | --- | --- | --- | | 000810 | 创维数 | -4.16 | 4.80 | -4096.26 | -5.54 | | | 字 | | | | | | 601608 | ...

截至9月18日收盘，光纤概念上涨0.74%，位居概念板块涨幅第7，板块内，33股上涨，杭电股份、烽火 通信、亨通光电等涨停，光库科技、中天科技、长芯博创等涨幅居前，分别上涨15.00%、6.97%、 6.54%。跌幅居前的有永鼎股份、云南锗业、驰宏锌锗等，分别下跌8.20%、4.43%、4.00%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 1.45 | 金属铅 | -3.94 | | 共封装光学(CPO) | 1.35 | 金属锌 | -3.88 | | 铜缆高速连接 | 1.27 | 黄金概念 | -3.08 | | 国家大基金持股 | 1.26 | 期货概念 | -3.05 | | AI PC | 1.05 | 稀土永磁 | -2.94 | | 光刻机 | 0.83 | 小金属概念 | -2.73 | | 光纤概念 | 0.74 | 互联网保险 | -2.71 | | 同花顺果指数 | 0.69 | 金属钴 | -2.70 | | 先进封装 | 0.69 | 金属铜 | -2.63 ...

9月18日，A股三大指数集体下跌，华为算力概念午后上扬。截至收盘，烽火通信（600498.SH）涨停， 兴图新科（688081.SH）涨超10%，星环科技（688031.SH）、信安世纪（688201.SH）、大华股份 （002236.SZ）涨超5%，神州数码（000034.SZ）、高新发展（000628.SZ）等个股跟涨。 消息面上，华为副董事长、轮值董事长徐直军在2025华为全联接大会上公布昇腾AI芯片路线图，并同 步发布百万卡级超节点集群。据徐直军介绍，华为预计将于2026年第一季度推出昇腾950PR芯片，2026 年第四季度推出昇腾950DT，2027年第四季度推出昇腾960芯片，2028年第四季度推出昇腾970芯片。 徐直军在会上还提到，虽受制于先进芯片制造工艺的不可获得，但凭借30多年连接技术的积累，华为也 能用"超节点"方案做到算力能力不弱于世界先进水平。同时，据华为此前预测，随着大模型的发展，AI 智能体将从执行工具演进为决策伙伴，驱动产业革命，到2035年，全社会的算力总量将增长10万倍。 资金抢筹产业链上下游的背后，是上市公司与华为昇腾生态的深度合作。烽火通信曾在互动平台透露， 公司旗下长 ...