一开年锁定全年利润，“AI之城”爆发第一增长曲线

蔡甸融媒 发表于 2026-3-16 18:52:21

<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">截至上周最后一个交易日，光谷AI算力板块一周内连续3日出现个股涨停行情。3月10日，长飞光纤、华工科技、烽火通信等一批武汉本土“AI硬核”企业更是全线飘红。其中，华工科技自2月24日至3月11日，已实现连续12个交易日上涨。市场分析普遍认为，本轮行情主要由数据中心建设、AI算力需求持续爆发等因素直接驱动。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">长江日报调研组实地走访发现，AI时代下，武汉企业迎来新一轮发展机遇，光谷企业更是表现亮眼，多家企业开年即锁定全年业绩与利润目标。<p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); text-align: center;"><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">■ 参与全球价值链分工，订单已排至来年<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">全球光通信大会召开前夕，证券机构研判：AI基础设施正驱动光通信需求迈入“超级周期”。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“企业订单已排至今年年末，核心客户已启动明年合作洽谈。”赴会前，华工正源光子技术有限公司（以下简称华工正源）总经理胡长飞告诉长江日报调研组，今年海外营收占比有望从10%提升至25%。<p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); text-align: center;"><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">华工正源生产线。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">3月13日到达洛杉矶现场，他才发现，这个数字或许还保守了。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">最初参加这一光通信领域规格最高的国际大会时，华工正源用的是9平方米的边角展位。如今，他们占据会场240平方米的核心展区，稳居展会C位。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">在全球AI算力竞赛中，高端光模块是稀缺资源，这家光谷企业每年手握百亿元光模块订单，跻身全球光模块厂商前十，今年有望挺进前五。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">正如展位的升级，华工正源已站在了行业爆发的核心位置。<p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); text-align: center;"><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">华工正源光模块产品。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">调研组了解到，企业在全球率先实现1.6T光模块量产，研发的3.2T NPO（近封装光学）产品率先应用于行业头部客户，能显著提升AI集群的能效和算力密度，精准匹配全球算力需求。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">近日，英伟达创始人黄仁勋说：“人工智能是当今塑造世界的最强大力量之一。它如同电力和互联网一样，是不可或缺的基础设施。”<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">光谷就是AI新基建的“卖铲人”，这里的光模块、空芯光纤、存储芯片等核心光电子产品正在成为全球战略的硬通货。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">第三方数据显示，今年一季度存储器合约价格上涨50%至60%，1.6T光模块零售价格涨幅超70%，光纤报价暴涨150%。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">■ 穿越周期，让AI跑在空气里<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">当地时间3月4日，巴塞罗那世界移动通信大会现场，一场专为中国光谷企业长飞光纤光缆股份有限公司（以下简称长飞光纤）举办的发布会上，英国科学家、掺铒光纤放大器发明人佩恩发出预言：空芯光纤有望突破传统实芯光纤的物理极限。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">40多年前，他的创新为互联网全球化扫清物理障碍；40多年后，他见证空芯光纤让光信号首次在空气中传播，为AI时代搭建通信新基座。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">目前，长飞光纤空芯光纤已在亚洲、欧洲多地部署商用及试点项目。去年，他们助力我国三大运营商完成各自在全球的首条空芯光纤商用线路部署，市场订单可期。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">不少光谷企业开年便锁定全年订单，业绩底气从何而来？调研组走访发现，答案藏在多年前落下的一枚枚先手棋中。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“十年磨一剑。”长飞光纤副总裁郑昕坦言，无论行业周期如何波动，企业年均研发投入不低于销售收入5%，商用一代、储备一代、预研一代。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">8年前，华工科技旗下华工正源进军硅光芯片“无人区”，那时外界形容这场攻坚是“蚍蜉撼大树”。历经1500个日夜坚守和攻关，“蚂蚁”啃下这根硬骨头，成功搬开绊脚石——核心元器件断供风险，为现在驰骋AI赛道扫清了障碍。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">6年前，全球供应链挑战加剧，光通信“国家队”中国信科集团下场布局算力赛道，相关负责人预判：“算力决定潜力，运力决定能力。”如今，其旗下算力服务器企业营收已实现百倍增长。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">科技赛道无“超级周期”可等，唯有咬紧牙关的毅力、跑赢市场的清醒，选择做“难而正确的事”，才能以长期主义穿越周期。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">■ 让AI成为第一增长曲线<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">是可遇不可求的短期风口，还是前景广阔的长期赛道？调研组试图找到“光”与“智”耦合的底层逻辑。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">国家信息光电子创新中心总经理肖希用“硅光芯片”的原理解释：“电信号传输距离受限，换成光信号后，互联距离从米级扩展到最高上千公里。以光代电，从原理上能重构算力系统的架构，突破电子芯片带来的物理性能瓶颈。”<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">在AI时代，这一优势正转化为增长新动能。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">郑昕说：“未来的AI有多强，取决于今天的光基础设施有多坚实。”长飞光纤提出“AI-2030”战略，推进空芯光纤在AI数据中心的应用。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">华工科技董事长马新强直言：“再没有比AI更大的风口”，企业全面拥抱人工智能，其研创园暨出口基地一期明年达产后，可实现年交付光模块超4000万只、年产值超300亿元，“再造一个华工科技”。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">这里的产业同样也在发生“乘数效应”。光谷已是全球最大的光纤光缆研发制造基地、全国光电器件生产与光通信技术研发核心阵地。面对传统赛道饱和、市场内卷的质疑，“光”如何穿越周期？<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">一束光照进谷底，只能形成零星光斑，唯有射向广阔天际，才能照得更远。<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">调研组从光谷产业发展部门获悉，光谷正与星谷、网谷等合作，将光传输、光感知、光计算与卫星互联网、空天算力深度融合，布局太空算力、卫星互联网等前沿领域，培育下一个新兴产业、未来产业。相关成果就将亮相第二十一届“中国光谷”国际光电子博览会。AI时代，光谷的下一步棋落子何处？在光博会首发首展产品中找答案。<section style="font-size: 17px; letter-spacing: 1px; line-height: 2; box-sizing: border-box; text-align: justify; color: rgb(62, 62, 62);"><section style="box-sizing: border-box;"> <section style="max-width: 100%; color: rgb(67, 74, 84); font-family: -apple-system-font, Helvetica, PingFang SC, Hiragino Sans GB, Arial, Microsoft YaHei; text-wrap-mode: wrap; background-color: rgb(255, 255, 255); margin-top: 0px; margin-bottom: 0px; padding: 0px; outline: 0px; box-sizing: border-box; overflow-wrap: break-word !important;"><section style="max-width: 100%; margin: 0.5em 0px; padding: 0px; outline: 0px; overflow-wrap: break-word !important; box-sizing: border-box;"><section style="max-width: 100%; margin: 0px; padding: 0px; outline: 0px; height: 1px; background-color: rgb(160, 160, 160); line-height: 0; overflow-wrap: break-word !important; box-sizing: border-box;"> </section></section></section>来源：长江日报 <p style="margin-top: 0cm; margin-bottom: 0px; padding: 0px; color: rgb(67, 74, 84); text-wrap-mode: wrap; background-color: rgb(255, 255, 255); outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; line-height: 19.2pt; box-sizing: border-box; overflow-wrap: break-word !important;">制作：舒畅 | 编辑：熊霞 | 责编：方军 <p style="margin-top: 0cm; 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outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; line-height: 19.2pt; box-sizing: border-box; overflow-wrap: break-word !important;"> <p style="margin-top: 0cm; margin-bottom: 0px; padding: 0px; color: rgb(67, 74, 84); text-wrap-mode: wrap; background-color: rgb(255, 255, 255); outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; line-height: 19.2pt; text-align: center; box-sizing: border-box; overflow-wrap: break-word !important;">您有新闻线索，请联系我们：<p style="margin-top: 0cm; margin-bottom: 0px; padding: 0px; color: rgb(67, 74, 84); text-wrap-mode: wrap; background-color: rgb(255, 255, 255); outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; line-height: 19.2pt; box-sizing: border-box; overflow-wrap: break-word !important;">新闻热线：027-84942678<p style="margin-top: 0cm; margin-bottom: 0px; padding: 0px; color: rgb(67, 74, 84); text-wrap-mode: wrap; background-color: rgb(255, 255, 255); outline: 0px; 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一开年锁定全年利润，“AI之城”爆发第一增长曲线