前言 ①光模块+数据中心+芯片+激光雷达！这家公司1.6T光模块用AWG芯片及组件进入客户验证阶段；②光刻 胶+固态电池+PCB+PEEK！这家公司光刻胶酚醛树脂产品形成小批量销售，硫化物固态电解质项目处于 中试阶段；③人形机器人+英伟达+AI眼镜+算力！公司上半年净利同比最高预计翻倍，有多款AI算力模 组。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ...

7 July 2025 | 6:24PM CST Optical Transceiver Rising attach ratio to support better growth sustainability; raise GSe and TPs We raise our volume estimates and TPs for our covered optical names to reflect the rising attach ratio and updated GS AI server volume. We have analyzed the GPU/ASIC to transceiver attach ratio based on the reference designs released recently (link); the rising attach ratio from 1:3 (3x 800G transceivers per GPU) for H100/GB200 to 1:4.5 for B300 and 1:8 for selected ASIC fabric have ma ...

7 July 2025 | 11:50PM JST Japan Technology: Hardware - Industrial Electronics Era of Optics: Beneficiaries of technological changes; SEI up to Buy, Furukawa Electric up to Neutral In the industrial electronics sector, increasing demand for optical products for generative AI and data centers (DCs) is attracting attention. In this report, we summarize the latest industry trends and technological developments. We also revise our ratings and target prices for the four optical product manufacturers in our covera ...

证券研究报告 | 公司点评 | 光学光电子 奥比中光(688322) 报告日期：2025 年 06 月 30 日 1-5 月扭亏，"技术创新投入－商业成果转化"战略加速落地催化 ——奥比中光点评报告 投资要点 ❑ 事件：公司完成 2025 年 1-5 月主要经营数据初步核算工作，实现扭亏 1）根据公司未经审计的财务数据，2025 年 1-5 月实现营收 3.63 亿元，同比增长 117%； 实现归母净利润 0.55 亿元，同比扭亏。 2）公司"技术创新投入－商业成果转化"战略加速落地催化，全栈式研发能力和全领域 技术路线布局为技术迭代创新提供底层动力，在包括具身智能机器人、各类 AI 端侧硬件 升级等赛道，公司均具备明显的先发、技术及产品规模化等优势。 ❑ 公司技术实力雄厚，居人形机器人竞争格局最好的赛道之一，α+β共振有望业绩高增 1）β：人形机器人产业化提速，3D 视觉是竞争格局最优赛道之一 2025 年人形机器人行业进入内外双驱、日新月异的产业扩张期；我们预计 2030 年中美制 造业、家政业的人形机器人需求合计约 210 万台，市场空间约 3146 亿元。 机器人视觉承载 80%信息获取，目前国内外龙 ...

Core Viewpoint - The article emphasizes the explosive growth of spectral data and the challenges traditional analysis methods face, highlighting the revolutionary solutions brought by artificial intelligence and machine learning in the field of intelligent spectroscopy, marking the beginning of a new era in this industry [1]. Group 1: Industry Trends - The rise of intelligent spectroscopy is not just a technological innovation but a powerful engine driving future development across various industries [1]. - The "14th Spectral Network Conference (iCS2025)" will take place from July 1-3, 2025, featuring six major sessions, including a new session on "New Advances in Intelligent Spectroscopy Technology and Applications" [1]. Group 2: Conference Details - The conference will include a variety of reports and discussions on the integration of AI with spectroscopy, industry upgrades, and the latest research findings [1]. - The conference schedule includes notable presentations from experts in the field, covering topics such as SERS technology, hyperspectral remote sensing, and applications in biomedicine and environmental monitoring [3][4]. Group 3: Participation Information - Participants must complete a registration process, with a review conducted the day before the conference to ensure completeness of the application [5][6]. - Upon approval, participants will receive a reminder and a link to join the conference on the day of the event [6].

Key Takeaways National Vision Holdings, Inc.'s (EYE) America's Best brand is boosting revenues, leveraging the ongoing strength of managed care. Favorable optical retail industry statistics bode well for the company's growth potential in the upcoming quarters. Meanwhile, a weak solvency position and escalating expenses pose concerns for National Vision's operations. Year to date, this Zacks Rank #3 (Hold) company's shares have risen 75.6% against the industry's 3.4% decline. The S&P 500 composite has risen ...

2026 年 800G 光模块的需求预期如何变化？ 2026 年 800G 光模块的需求已大幅上修至 3,500 到 3,800 万支区间，较此前 预期增长显著。这一调整反映了市场对高性能光模块的强烈需求。 今年（2025 年）800G 光模块市场表现如何？ 今年（2025 年），800G 激光模块正处于需求爬坡期。尽管谷歌因供应链调 试及数据中心建设节奏调整，出货量低于此前预期，但行业对于明年（2026 年）的需求已形成明确的上升逻辑。当前 400G 光模块均价稳定，而 800G 产 品因规模化生产推动，价格较年初已下降约 15%。业内预测 800G 价格在今年 年底基础之上再降 10%左右，成本优化将成为厂商竞争的核心。 光模块调研 20250620 摘要 2025 年 800G 光模块需求处于爬坡期，虽谷歌出货量低于预期，但行 业普遍看好 2026 年需求增长。400G 光模块价格稳定，800G 光模块 因规模化生产，价格已下降约 15%，预计年底将再降 10%，成本控制 成厂商竞争关键。 亚马逊加速 400G 光模块验证，预计 Q4 批量采购。微软与头部厂商合 作，推动 40GAOC 在数据中心内部高 ...

在市场拓展方面，长飞光纤已在6个国家建立了8个生产基地，并设立了20多个海外平台，为全球100多 个国家和地区提供产品与服务，助力各国的数智化建设与演进。具体而言，长飞公司通过双重策略推动 全球数智化：一方面与全球运营商合作开展AI网络建设及新技术的商用试点；另一方面在网络欠发达 地区布局通信基础设施，助力当地光纤网络的互联互通，让更多地区共享AI时代的发展红利。 长飞"AI-2030"战略始终与绿色可持续发展理念紧密契合，坚持走绿色发展道路。在探索循环经济发展 模式方面，长飞光纤实现了能源利用率提升40%，生产效率提升20%，运营成本降低20%的成效；在深 化绿色管理实践方面，将AI技术融入智能制造，长飞公司及多个分子公司成功入选国家"绿色工厂"；在 构建可持续供应链方面，全面推行绿色采购、绿色包装、绿色物流及循环回收，推动整个产业链实现绿 色可持续发展。 此外，为助力AI时代产业的协同发展，长飞"AI-2030"战略强调多领域协同合作，通过设立投资基金， 在工业激光、第三代半导体、机器人等领域进行布局，进一步提升企业的综合竞争力。 （文章来源：21世纪经济报道） 21世纪经济报道记者王雪实习生岑雨婷武汉报 ...

中信证券：AI网络建设浪潮再次启动，关注高速光模块等板块 金十数据6月20日讯，中信证券研报称，随着AI推理和训练需求共振以及ASIC芯片成熟，AI网络建设浪 潮再次启动。未来算力与网络设备将持续景气，光模块、铜缆等互联部件的放量和升级趋势将更加明 朗。建议关注在高速光模块、光器件、光芯片、AEC（Active Electric Cable有源铜缆）/铜缆等方向上布 局领先的厂商。 ...

Core Viewpoint - The Hubei Provincial Institute of Metrology and Testing Technology has developed innovative testing technology for 800G ultra-high-speed optical modules, addressing electromagnetic compatibility (EMC) testing challenges and contributing to the advancement of the optical communication industry in Wuhan's "Optical Valley" [1][2]. Group 1: Technological Innovations - The institute has created a method for EMC radiation emission testing of 800G optical modules, overcoming the lack of international standards and high-frequency testing technology above 40GHz [1][2]. - A detachable standardized testing tool has been designed, compatible with mainstream packaging, ensuring uniform testing conditions across different enterprises [2]. - The technology employs a harmonic mixer down-conversion technique to convert signals above 40GHz into measurable ranges, facilitating the transition from "following standards" to "defining standards" in EMC testing [2]. Group 2: Industry Impact - The developed technology has provided over 50 high-frequency EMC testing services to optical communication and device companies in Hubei, reducing the testing cycle from 15 days to 10 days, resulting in a 33% efficiency improvement and saving over 20 million yuan in R&D costs [3]. - The optimization of optical module EMC performance has contributed to the green development of computing networks, with the energy efficiency ratio (PUE) improving from 1.4 to 1.25, leading to an annual electricity saving of over 12 million kWh and a reduction of 7,500 tons of carbon emissions [3].