"十五五"规划建议将光电信息产业纳入战略性新兴产业集群的重要组成部分。围绕服务现代化产业体系 建设，兴业银行将光电信息产业作为产业金融服务的重点领域，发挥"商行+投行"优势，提供综合化、 一站式金融服务。截至目前，兴业银行服务光电信息企业超6500家，覆盖光通信、光电显示、激光、光 电子材料、光学检测等产业细分领域。 2月6日晚21:25，由兴业银行联合出品的大型科创节目《创投新势力》第三期在东南卫视播出，收获了 观众的热烈反响。节目中，兴业银行为光学元器件国家级高新技术企业福州欧龙光学送上"兴火科技助 力包"，量身定制综合化金融服务方案，为企业科技创新插上腾飞"翅膀"。 追光而行，金融护航！兴业银行深耕产业，接连落子，支持福州光电信息产业技术攻关、聚势成群，加 快抢占光电产业新高地：在福州成立5家光电行业特色支行，构建"零距离"金融服务网络；创新推出"光 电贷""科技成果转化贷(闽都创新实验室专属)""高科技人才贷"等创新产品及解决方案；提供超120亿元 授信支持，累计服务产业链企业近180家，精准滴灌产业发展…… 从日常生活随处可见的激光笔，到芯片加工使用的精密设备，激光随处可见。工业激光是未来智能制造 ...

本周Lumentum披露其在CPO领域获得了数亿美元的Scale-out场景超高功率激光器追加订单，预计2027 年交付，首批订单2026年下半年将迎来实质性放量，预计2027年底前开始交付Scale-up的CPO产品。英 伟达在近期网络研讨会上，宣布三家合作伙伴CoreWeave、Lambda和TACC将在2026年上半年部署IB CPO系统，以太网CPO产品也计划于2026年下半年开始出货。该行认为CPO产业进展较此前预期有所加 速，在Scale-out场景率先落地，进一步向市场规模空间更大的Scale-up拓展，作为新一代光互联解决方 案，商业价值持续清晰化，可触达市场空间进一步拓展。CPO产业年内从0到1，全年维度将有较多产业 进展，建议保持跟踪产业催化，及时把握机会窗口。 NPO具有独特优势，商业价值不容小觑 腾讯近期发布其NPO技术规格，NPO将光引擎集中化部署在设备芯片附近，通过Socket连接，可实现单 层 Scale-up 组网，并支持去DSP设计。根据中际旭创近期交流活动信息，NPO有更多的灵活性和性价比 优势，目前是CSP客户比较青睐和重视的方案，并有可能成为较长期的技术选择。该行认为， ...

Investment Rating - The report assigns a positive investment rating to Coherent, indicating an expectation of outperforming the market in the next 12-18 months [19]. Core Insights - Coherent delivered an outstanding performance in FY2Q26, achieving revenue of $1.69 billion, surpassing the consensus estimate of $1.64 billion, and setting a new record high. Non-GAAP EPS reached $1.29, exceeding the market expectation of $1.20. The non-GAAP gross margin climbed to 39%, reflecting strong profitability driven by lower raw material costs and improved operational efficiency [1][8]. Summary by Relevant Sections Financial Performance - In FY2Q26, Coherent's revenue was $1.69 billion, exceeding expectations and marking a historical high. Non-GAAP EPS was $1.29, above the anticipated $1.20. The gross margin increased to 39%, benefiting from reduced raw material costs and enhanced production efficiency [1][8]. Business Segments - The data center and communications business segment accounted for over 70% of total revenue, with a revenue increase of 14% quarter-over-quarter and 36% year-over-year, driven by strong demand for 800G and 1.6T optical modules [2][9]. Order Demand - The order-to-shipment ratio for the data center business exceeded 4:1, with demand visibility at an all-time high. Orders are scheduled through the end of 2026, with significant long-term demand forecasts from major customers extending into 2028 [3][10]. Capacity Expansion - Coherent aims to double its internal InP production capacity by Q4 2026, currently achieving 80% of this target ahead of schedule. The 6-inch InP production line shows significant advantages, including a fourfold increase in chip output compared to 3-inch wafers [4][11]. Future Outlook - For FY3Q26, Coherent expects revenue between $1.7 billion and $1.84 billion, in line with market consensus. The non-GAAP gross margin is projected to be between 38.5% and 40.5%, maintaining profitability advantages. Non-GAAP EPS is anticipated to reach $1.28 to $1.48, exceeding the consensus of $1.40 [5][12].

武汉长盈通光电技术股份有限公司关于发行股份及支付现金购买资产 之标的资产过渡期损益情况的公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 武汉长盈通光电技术股份有限公司（以下简称"上市公司"或"公司"）拟通过发行股份及支付现金方式， 向武汉创联智光科技有限公司、李龙勤、宁波铖丰皓企业管理有限公司等3名交易对方收购武汉生一升 光电科技有限公司100%股权（以下简称"本次交易"）。 公司于2025年9月5日收到中国证券监督管理委员会出具的《关于同意武汉长盈通光电技术股份有限公司 发行股份购买资产注册的批复》（证监许可〔2025〕1966号）。武汉市市场监督管理局已于2025年9月 29日核准标的公司本次交易涉及的工商变更相关事项，并向标的公司换发了新的《营业执照》，标的公 司100%股权已变更登记至上市公司名下。主要内容详见公司于2025年9月6日披露的《关于发行股份及 支付现金购买资产获得中国证券监督管理委员会同意注册批复的公告》（公告编号：2025-065）、于 2025年10月1日披露的《关于发行股份及支付现金购买资产 ...

珠海保税区光联通讯技术有限公司关务主管余梦芳表示，以前需两地分别申报，现在数据一次录入，就 可实现两地申报，操作简单，大大减少了通关时间和人力成本。 中新社珠海2月5日电 (记者 邓媛雯)一辆满载着电子零配件的货车5日从澳门出发，经港珠澳大桥珠海公 路口岸运往珠海。这是以粤澳一般贸易货物进口"一单两报"功能申报的全国首单货物，标志着该功能实 现了进出口全覆盖。 驶离港珠澳大桥后，这批货物仅需20分钟就能抵达珠海保税区光联通讯技术有限公司，该公司是中国首 家使用"一单两报"新功能的内地企业，主要经营光电子器件、光通信设备制造等业务。 2022年3月，拱北海关于广东"单一窗口"上线粤澳一般贸易货物出口"一单两报"功能，本次新上线的进 口功能标志着粤澳一般贸易货物"一单两报"功能实现进出口环节的全面覆盖。 拱北海关所属港珠澳大桥海关综合业务一科科长李媛媛介绍，出口功能上线近4年来，在助力供澳生活 用品等货物方面发挥了很大作用。这次的进口新功能，海关对系统进一步优化，澳方数据接收由原本 的"提取码"升级为"直推"模式，每票货物手工录入必填项由24项减少至3项，申报时间可节约半个小 时。(完) 据了解，此次上线的新功能 ...

Core Viewpoint - Coherent reported record revenue of $1.69 billion for Q2 2026, a 17% year-over-year increase, driven by strong demand from AI data center construction, despite a 2.36% drop in stock price post-earnings due to high market expectations leading to profit-taking [1][4][7]. Financial Performance - Adjusted EPS for Q2 was $1.29, exceeding market expectations of $1.22, with revenue surpassing expectations and setting a quarterly record [4][11]. - Revenue growth was 9% quarter-over-quarter and 22% year-over-year when excluding recently divested aerospace and defense business [58]. - Non-GAAP gross margin for Q2 was 39%, reflecting a 24 basis point increase quarter-over-quarter and a 77 basis point increase year-over-year [58]. Business Segments Data Center and Communication - The data center and communication segment, accounting for over 70% of revenue, saw a 14% quarter-over-quarter and 36% year-over-year revenue increase, driven by strong demand for 800G and 1.6T transceivers [41][42]. - The order shipment ratio for data center business exceeded 4 times, indicating robust demand and long-term visibility extending into 2027 [4][44]. Product Development - Coherent is accelerating the rollout of 1.6T optical modules, with initial demand driven by EML and silicon photonics solutions, and expects significant growth in the second half of the year [21][22]. - The company is expanding its 6-inch indium phosphide (InP) production capacity, achieving 80% of its target capacity for doubling by year-end, which is crucial for meeting demand [26][24]. Strategic Initiatives - Coherent secured a significant CPO (Co-Packaged Optics) order from a leading AI data center client, indicating a shift from concept to substantial deployment [30][31]. - The OCS (Optical Circuit Switch) platform has over 10 clients, with a growing backlog, suggesting a market opportunity exceeding previous estimates of $2 billion [34][51]. Market Outlook - The company anticipates continued strong revenue growth in Q3, projecting revenue between $1.7 billion and $1.84 billion, with non-GAAP gross margins expected between 38.5% and 40.5% [63]. - The ongoing demand for high-speed optical interconnects is expected to drive significant growth in both 800G and 1.6T transceivers throughout 2026 [20][21].

对于2026财年第三季度，Lumentum预计，调整后每股收益将介于2.15美元至2.35美元之间，显著高于分 析师平均预期的1.59美元。该公司预计第三季度营收将介于7.8亿美元至8.3亿美元之间，预测区间中值 为8.05亿美元，同样远高于分析师平均预期的7.07亿美元。 智通财经APP获悉，周三，Lumentum(LITE.US)盘前涨近10%，料开盘续创历史新高，现报476.52美 元。消息面上，该公司在截至去年12月27日的第二季度实现营收6.65亿美元，同比大幅增长65%，高于 分析师平均预期的6.52亿美元。GAAP每股收益为0.89美元，显著高于分析师平均预期的0.49美元;调整 后的每股收益为1.67美元，同样高于分析师平均预期的1.41美元。 Lumentum首席执行官迈克尔·赫尔斯顿表示："我们的前瞻指引显示营收同比增长将超过85%，但我们目 前才刚刚站在两大重要机遇的起跑线上——光路开关(OCS)和共封装光器件(CPO)。在OCS领域，我们 正在快速扩张以满足客户的巨大需求，目前我们的积压订单已超过4亿美元。在CPO领域，我们新增了 一份价值数亿美元的订单，预计将于2027年上半年交付。 ...

Lumentum Holdings Inc (NASDAQ:LITE) reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates on Tuesday.Lumentum reported quarterly earnings of $1.67 per share which beat the analyst consensus estimate of $1.40 per share. The company reported quarterly sales of $665.500 million which beat the analyst consensus estimate of $646.677 million.Lumentum said it sees third-quarter adjusted EPS of $2.15-$2.35 versus market estimates of $1.55. The company expec ...

Lumentum Stock Climbs As Earnings, Revenue Top Estimates | Investor's Business DailySPECIAL REPORT: [Find The Online Broker That Best Fits Your Needs]---Lumentum Holdings (LITE) reported fiscal second quarter earnings and revenue that handily beat Wall Street targets amid a big run-up in shares. The company's guidance for Lumentum stock came in well above expectations. While Lumentum still sells fiber-optic devices to telecom companies, its new growth engine has been internet giants and cloud computing serv ...

证券日报网讯2月4日，东山精密（002384）在互动平台回答投资者提问时表示，未来公司持续紧跟市场 及客户的需求，致力于高速光模块的研发与制造，助力公司高质量发展。 ...