千亿市值企业点亮光博会之“光”

蔡甸融媒 发表于 2026-5-19 17:02:31

<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">5月18日，在中国光谷科技会展中心——这座被称作“光立方”的未来感建筑里，第二十一届“中国光谷”国际光电子博览会（以下简称光博会）将如期拉开帷幕。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">一个多月前，长飞光纤A+H股总市值突破2000亿元，成为湖北首家达成此成就的上市公司；4月22日，光迅科技站上千亿市值台阶，成为继华工科技、长飞光纤之后湖北第三家千亿市值“光巨头”。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">从“追光者”到“发光者”，这三家千亿市值企业连同全球近400家参展商，用硬核技术告诉世界：在AI重构产业秩序的今天，光作为信息时代最迅捷的载体，已从幕后走向台前。<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: 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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">第二十一届“中国光谷”国际光电子博览会将于5月18日开幕。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">让光在空气中“飞驰”<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">面对AI大模型训练与智算中心互联对超大带宽、超低时延、超高可靠的极致需求，长飞光纤以“光启智算·联接无限”为主题，将在本届光博会上重磅推出AI智算光互联解决方案。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">作为下一代光通信的颠覆性技术，空芯光纤无疑是本届光博会的核心亮点。传统光纤依赖玻璃介质，而长飞光纤研制的空芯光纤让光信号直接在空气纤芯中传输，最低衰减系数低至0.04dB/km，并实现单根光纤长度突破91公里，达到全球领先水平。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">这不仅是技术的迭代，更是底层物理介质的根本性变革。长飞光纤副总裁郑昕回忆说：“公司早在2018年就开始布局空芯光纤了。坦率地说，那时AI远未成为风口。”这份看似超前的技术积淀在AI时代爆发出极高的战略价值：算力集群的规模上限恰恰取决于光互联效率。“如果没有极致的光基础设施，再强的GPU（图形处理器）也只能空转。”<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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); text-align: center;"><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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">精准聚焦AI时代需求，长飞公司推出一系列创新型产品。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">同时将出现在本届光博会现场的还有多芯光纤、超低衰减G.654.E光纤等产品。正是这些硬核技术支撑长飞光纤在资本市场一路攀升：从2025年提出“AI-2030”战略到2026年站上2000亿元市值台阶，仅用了不到一年时间。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">郑昕坦言，AI时代的技术创新不再是“十年磨一剑”，可能几个月就需要推出新一代产品。为此，长飞光纤始终居安思危。“只有持续保持对市场的充分认知、保持高强度的研发投入，才能在这场技术竞赛中保持领先。”<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">构成未来智能世界的“光之积木”<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">本届光博会首创的“光+AI”特色展区将集中展示支撑AI算力底座的各种“光之积木”，从先进光传感、新一代光存储到800G/3.2T高速光模块与硅光芯片。这些不再是孤立的元器件，而是未来智能世界的核心构件。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">华工科技将在本届光博会上全球首发12.8T XPO（超高密度可插拔光学）光模块。“12.8T可以理解为将8个1.6T光模块组合在一起，实现超高密度与可插拔设计，峰值速率达12.8T。但它又不只是简单集成——依托液冷技术，散热能力远超单个模块。”华工科技核心子公司华工正源首席技术官罗传能介绍，这款为AI时代量身定制的超级可插拔光模块正适合应用于大规模通用AI集群。<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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); text-align: center;"><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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">华工科技研发的1.6T光模块。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“从北美云厂商到中国大模型公司，算力渴求已经直接传导到光连接领域。”华工正源总经理胡长飞说。数据印证了这一趋势：2025年，华工科技光互连业务营业收入60.97亿元，同比增长53.39%；2026年一季度，光互连业务净利润猛增120%，该业务已成为公司第一大板块。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“有些客户已经在谈2028年的订单了。”胡长飞透露。在他看来，AI带来的算力建设需求将是一场持续数年的“超级周期”。他语气笃定：“光，我们肯定不会被‘卡脖子’。”<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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); text-align: center;"><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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">光谷已建成全球最大的光模块研发生产基地，图为华工正源工程师仔细检查光模块样品。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">在光迅科技展台，全球首款6.4T硅光单模NPO（近封装光学）光引擎等多款创新产品将悉数亮相。这家脱胎于1976年成立的原邮电部固体器件研究所的行业龙头，现在已成为AI算力基础设施中最不易被“卡脖子”的全栈“卖铲人”。2025年，光迅科技营业收入119.29亿元，同比增长44.20%；市值突破千亿当晚发布的一季报显示，净利润同比上升59.8%。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“追光”数十年的长期主义<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">本届光博会上，烽火通信将携“AI光连接”与“万兆光网”两大核心成果亮相。几天前，其旗下公司发布了全球最大规格的光纤预制棒，直径0.3米、长3.5米，单根可连续拉制2万公里光纤，两根相加即可绕地球一圈。在全球超大算力中心加速落地的背景下，这一突破将有效降低光纤生产成本、缓解供需矛盾。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">烽火通信是中国光通信的发源地。截至5月13日收盘，其总市值达826.04亿元，有望成为光谷第四家千亿市值光电子企业。1976年，当光纤通信在全球仍是一个模糊概念时，赵梓森院士就在这里拉出了中国第一根实用光纤，长度仅17米。如今，作为全球最大的光纤光缆生产基地，光谷以长飞光纤和烽火通信为代表，供应着全球1/4以上的光纤。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“你要站在光里，不要光站在那里。”这句话恰如其分地描绘了光通信板块在当下资本市场的分量。成立不到一年半的六芯光电将在本届光博会上迎来首秀，发布基于8英寸晶圆的薄膜铌酸锂光子集成芯片。其创始人齐志勇将AI时代视为“百年不遇的机遇”，“光+AI必将发出更大的光”。<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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); text-align: center;"><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: wrap; background-color: rgb(255, 255, 255);"> <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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">六芯光电研发场景。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">无论是深耕数十年的行业龙头，还是刚刚登台的初创企业，都在借力AI时代发出属于自己的光。这份底气来自光谷数十年的产业积淀。作为我国唯一以“光”命名的国家自主创新示范区，光谷光电子信息产业“独树一帜”，产业规模已突破6500亿元。<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: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“光联万物，智引未来。”5月16日，中国光谷科技会展中心外，本届光博会的展架已搭建完毕，静待八方来客。从全球80多个国家的观众到国内各大运营商、设备商及产业链上下游的专业人士，都将会聚于此。当这束穿越历史与未来的“光”再次亮起，它照亮的不仅是千亿市值企业的商业版图，更是人类通往智能时代的无限可能。<p style="margin-top: 1em; 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千亿市值企业点亮光博会之“光”