湖北四家光通信企业总市值突破5500亿

蔡甸融媒 发表于 2026-4-24 14:59:27

<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">今年以来，随着全球AI浪潮汹涌而至，光通信、光模块、存储芯片等“硬通货”无论在行业市场还是资本市场，均是一路高歌猛进。截至今日收盘，长飞光纤、华工科技、烽火通信和光迅科技等4家光通信上市公司，总市值达5567.21亿元。短短2天，市值增长382.21亿元。湖北光通信企业矩阵何以强势崛起？来看报道。<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">截至今日收盘，长飞光纤A股达412元人民币，H股涨至247.2港元，总市值达2586.90亿元人民币。华工科技股价达120.95元人民币，市值1216.2亿元人民币。光迅科技达123.97元人民币，市值突破1000亿元人民币。烽火通信至56.26元人民币，市值达764.11亿元人民币。<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">武汉光谷创新研究院院长赵荣凯：这一轮光通信板块企业爆发，核心来自于人工智能、低空经济和6G（发展）带来对于信息高速传输需求。这使得光纤光缆、光模块（等）产生了巨大爆发式市场增长，很多企业的订单都在排队，我们的市场在等着企业。<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">业界人士分析，湖北光通信和集成电路板块的整链式崛起，基于AI算力需求的爆发。算力中心、通讯基础设施等建设需要光纤传输信号，光模块在电信号、光信号之间完成转换，存储芯片进行数据存储，市场需求大幅提升。以华工科技为例，一季度光模块订单实现快速增长，400G、800G、1.6T等高速光模块出货量大幅提升，该板块盈利同比增幅约120%。为业绩增长提供了坚实支撑。<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">武汉光谷创新研究院院长赵荣凯：全球市场高端光模块和光通信产品市场需求增长非常快速，从市场的结构来看，这些企业也在面向全球市场。企业在面向市场需求，开展前瞻性研发、前瞻性创新、布局方面所做的工作得益于整个中国在光模块光通信的产业链和供应链优势。<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">光谷是全国光电子信息、集成电路的研发生产高地，形成了光纤—光器件—光模块—光芯片—存储芯片的完整产业链。过去一年，湖北光电子信息行业“首发、首创”不断，全球首款光线追踪加速光学芯片、国产首款1.6Tb/s硅光互联芯片等创新成果接连涌现。与此同时，龙头企业也纷纷加快国际化布局，积极开拓海外市场，为增长注入新动能。以长飞光纤为例，企业去年研发投入8.94亿元，同比增长13.61％，海外业务收入约60.92亿元，同比增长47.8%，占营收比例升至42.74%，海外业务毛利率达35.29%，创下历史新高。<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">中南财经政法大学经济贸易学院副院长教授石军伟：在国际市场上建立竞争优势是至关重要的。在标准建设上，标准驱动的竞争力对企业未来健康可持续发展不可或缺，是一个领军企业可以基业常青、百年不衰的最重要基因密码。我们很欣喜地看到，这些链主企业都具备了这样领军企业的关键特质。<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin: 1em 0px; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; white-space: normal; background-color: rgb(255, 255, 255);">政策层面，今年，湖北进一步加快打造世界光谷，明确提出“打造世界级存算一体化示范基地”，以长江存储为“链主”企业，构建从芯片设计、制造到封装测试的完整产业链生态。进一步强化了预期，增强了确定性。如今，在龙头企业带动下，一条万亿级的“光电大道”正加速铺展。沿着光谷高新大道向前，华工科技电子信息研创园、锐科激光新型光源产研基地、逸飞激光新总部等一批重点项目正拔地而起，鄂州、黄石、潜江等地也在电子元器件、电子材料等特色细分领域同步发力、竞相崛起。眼下，湖北光电子信息产业已集聚企业超1.7万家，其中百亿级企业达11家。<p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0cm 0cm 0.0001pt; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; 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overflow-wrap: break-word !important;"><span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; letter-spacing: 0.544px; color: rgb(136, 136, 136); font-size: 14px;"><span style="color: rgb(136, 136, 136); font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; font-size: 14px; letter-spacing: 0.544px; background-color: rgb(255, 255, 255);">来源：长江云<p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0cm 0cm 0.0001pt; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; 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湖北四家光通信企业总市值突破5500亿