中际旭创（300308）今日发布2025年半年度报告，上半年实现营业收入147.89亿元，同比增长36.95%； 净利润39.95亿元，同比增长69.40%；扣除净利润为39.75亿元，同比增长70.40%，盈利规模与增速均创 同期新高。 公司经营现金流表现强劲，经营活动产生的现金流量净额32.18亿元，同比大幅增长223.45%，主要系销 售回款规模增加所致。 公司主营业务为高端光通信收发模块的研发、生产及销售，产品涵盖200G、400G、800G、1.6T等高速 光模块，广泛应用于云计算数据中心、5G无线网络、电信传输和固网接入等领域。其中，800G及1.6T 光模块受益于AI基础设施建设需求激增，出货占比显著提升，成为营收核心增长极；5G前传、中传、 回传光模块及骨干网、核心网传输光模块，持续为电信设备商客户提供整体解决方案。 在行业重要展会OFC2025上，公司展示3nm1.6T OSFP2xFR4光模块、800G LR2OSFP相干精简型光模块 等新品，技术参数与性能指标行业领先，为后续产品迭代与市场拓展奠定技术基础。 公司核心募投项目"铜陵旭创高端光模块产业园三期项目"建设稳步推进，该项目为202 ...

新易盛股价3年涨幅超28倍。 近3年涨幅超28倍、市值一度超过3000亿元的新易盛（300502.SZ）近日发布了2025年半年报。 上半年，新易盛实现营业收入104.37亿元，同比增长282.64%；归母净利润39.42亿元，较去年同期激增 近31亿元，同比增长355.86%，这份中报在创下历史同期最好业绩的同时，营收和净利均超过2024年全 年水平。公司实现业绩跨越式增长，主要受益于全球数据中心高速光模块需求持续爆发。 新易盛未来业绩增速能否支撑已经大幅上涨的股价，是市场的主要关注点。2022年10月11日以来，新易 盛总市值累计激增逾2700亿元。同期，公司在创业板的市值排名从165名攀升至第5位。仅今年4月以 来，新易盛的股价就涨逾4倍，超出上半年业绩增速。随着本周新易盛股价再创历史新高的304.08元， 国金证券26日发布报告仍给予"买入"评级。 高速率光模块放量推动业绩增长 根据中报，上半年新易盛产销均实现增长，点对点光模块产能1520万只，同比增长66.67%；光模块产 量710万只，同比增长86.35%。 新易盛作为光模块行业领先企业，主要提供100G、200G、400G、800G及1.6T光 ...

Group 1: Financial Performance - In 2024, the company achieved a total revenue of 3.396 billion CNY, a year-on-year increase of 14.63%, but reported a net loss of 344 million CNY, a decline of 115.71% [5] - In Q1 2025, the company recorded a revenue of 872 million CNY, a year-on-year growth of 36.84%, with a net loss of 33 million CNY, an improvement of 51.79% compared to the previous year [5][6] - The increase in revenue in Q1 2025 was attributed to market demand recovery, increased customer orders, and product structure optimization [6] Group 2: Production and Capacity - The company has developed PCB technology for 100G, 200G, and 400G optical modules, with plans to continue R&D for 800G optical modules [2][4] - The production capacity utilization rate at the Jiangxi factory is continuously improving, contributing to the revenue growth [3][6] Group 3: Financial Management and Strategy - The company is addressing high accounts receivable of 1.763 billion CNY and interest expenses of 45.73 million CNY by enhancing accounts receivable management and deepening bank-enterprise cooperation [3] - The company plans to implement measures to control financial expenses and improve the efficiency of fund usage, focusing on core PCB business upgrades [3] Group 4: Future Outlook and Goals - The company aims to focus on advantageous application areas, adjust product structure, and deepen strategic customer relationships to sustain growth [5] - The company is preparing for a potential capital increase of up to 300 million CNY, subject to shareholder approval and regulatory review [4]