海洋光通信

Search documents
烽火通信:攻坚光网壁垒 拓全球版图丨支点脊梁 企领风华
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-03 12:24
(原标题:烽火通信:攻坚光网壁垒 拓全球版图丨支点脊梁 企领风华) 21世纪经济报道记者王雪 实习生岑雨婷 武汉报道 近日,烽火通信(600498.SH)在光通信领域取得技术突破,推出50G PON三代时分共存技术方案,实 现EPON、10GEPON、50G PON三代技术兼容,助力万兆光网演进。与此同时,在工信部公布的168个 万兆光网试点项目中,烽火通信承接了其中20个。 当前,国内运营商大规模光纤部署及5G建设高峰期已过,国内光纤光缆产品需求增速放缓。同时,美 国新一轮关税政策增加了全球光通信行业的不确定性。作为湖北省第一大支柱产业的光电子信息产业, 对湖北加快建成中部地区崛起的重要战略支点至关重要。 "烽火通信作为'链主'企业,正通过技术创新推动产业发展。我们将强化引领带动作用,前瞻布局万兆 光网、海洋光通信、车载光通信等战略性新兴产业及未来产业,加快构建空天地海全场景光通信网络, 以技术创新全面提升支柱产业的竞争力。"中国信科副总经理、烽火通信董事长曾军在接受21世纪经济 报道记者专访时表示。 数据显示,"十四五"期间,烽火通信在湖北累计产值超1300亿元,部署在网设备近5万端、终端近1000 万端 ...
关注海洋光通信机遇,通信板块盘中上行,通信ETF(515880)涨超1.4%
Mei Ri Jing Ji Xin Wen· 2025-04-02 05:33
Group 1 - The core viewpoint is that submarine optical communication plays a crucial role in deep-sea technology and serves as an essential communication infrastructure connecting various countries and regions, supporting international phone communication, internet access, and data transmission [1] - As of early 2025, there will be over 395 operational submarine communication lines globally, with a significant increase in international interconnect bandwidth demand and the first batch of submarine optical cables reaching a replacement peak, indicating a new investment surge in submarine communication cables in the coming years [1] - The Communication ETF (515880) closely tracks the CSI All Share Communication Equipment Index, which includes high-quality listed companies in the communication equipment sector, reflecting the overall performance of the communication industry [1] Group 2 - The fund's major holdings in communication equipment, optical modules, and communication terminals have leading advantages and are well-positioned to benefit from the industry's growth dividends [1] - Investors without stock accounts can seize investment opportunities in the communication sector through the Communication ETF's connection fund (007818) [1]