全线飘红！“光谷七星”军团全球领跑
<section data-role="paragraph" class="_135editor" style="padding: 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: break-all; font-size: 17px; text-align: justify; background-color: rgb(255, 255, 255);"><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px);"></p></section><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">5月18日，备受关注的第21届“中国光谷”国际光电子博览会在武汉开幕。“光谷板块”全线飘红，长飞光纤A股盘中涨至394.98元，华工科技涨停。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">武汉暴雨，但光谷科技会展中心门外，清早仍挤满了穿着雨衣、打着伞的等候人群。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">在全球AI算力竞赛进入白热化的2026年，从光芯片到光存储、从光纤光缆到光模块，一切与光相关的科技产品都成了硬通货。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">截至目前，光谷光电子信息企业已达到1.6万家。以长江存储、长飞光纤、华工科技、光迅科技、烽火通信、高德红外、中信科移动等7家光通信巨头为代表的“光谷七星”，正在以前所未有的速度与姿态，整链崛起。</p><p></p><section class="_135editor" data-tools="135编辑器" data-id="us-4844651" style="padding: 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: break-all; font-size: 17px; text-align: justify; background-color: rgb(255, 255, 255);"><section class="" style="padding: 0px; margin: 10px auto; box-sizing: border-box; max-width: 100%; word-break: break-all; display: flex; justify-content: center;"><section class="" style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"><section class="" style="padding: 0px; margin: 0px 0px 0px 10px; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 16px; height: 16px; background-color: rgb(227, 240, 255);"></section><section style="padding: 0px; margin: 0px 0px -20px; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 7px; height: 7px; background-color: rgb(227, 240, 255);"></section><section class="" style="padding: 0px 6px 0px 19px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all; font-size: 19px; color: rgb(3, 116, 234); text-align: center;"><span style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"><strong class="135brush" data-brushtype="text" style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;">存储“独角兽”市值或破万亿</strong></span></section><section class="" style="padding: 0px; margin: -8px 0px 0px auto; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 12px; height: 12px; background-color: rgb(227, 240, 255);"><br style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"/></section></section></section></section><p></p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">AI算力时代，算力拼的是GPU，但算力的底座，是存储。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">2025年，总部位于武汉光谷的存储芯片龙头长江存储，以1600亿元估值登上《胡润全球独角兽榜》，位列中国十大独角兽、全球第21位，成为半导体行业估值最高的新晋独角兽。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">当然，1600亿只是长江存储上市前的静态估值。目前，长江存储股份制改革已全面完成，进入上市前准备阶段。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">市场普遍预计，长江存储上市后，市值至少将达到5000亿至8000亿元，甚至突破万亿。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">随着AI时代到来，存储芯片进入“超级周期”，AI大模型与万卡集群算力爆发拉动光模块需求激增，AI算力与无人机新需求刺激光纤量价齐升，光模块、光纤、光芯片等上市公司股价暴涨。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">眼下，以长江存储为中心，一个半径4.5公里、占地60平方公里的世界级存算一体化产业园区正拔节生长，并将引进上下游合作伙伴，聚焦前沿研发，通过需求、设计、技术路线与供应链“四个对齐”，构建高效协同的“5分钟协作圈”。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">长江存储相关负责人表示：“我们坚持开放合作、长期主义、创业者心态和产业协同，与强者同行，成为全球半导体产业的核心价值贡献者。”</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">当前，湖北正加快打造世界级存算一体化产业基地，形成以存储芯片为核心，以光电芯片、传感器芯片等为特色的集成电路产业集群。而长江存储的目标，就是“集成电路领域世界级龙头企业”。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">为了这个“世界级”目标，湖北正聚焦存算一体芯片、下一代闪存芯片、先进封装等重点方向，不断加大高端芯片研发创新力度。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">国家“十五五”发展规划纲要明确提出，推进存算一体等技术突破应用。所谓“存算一体化”，是将存储与计算单元集成于同一芯片，执行相同计算任务时，其能耗和用时仅为传统方案的1%甚至千分之一。这也是破解当前AI算力瓶颈的核心路径。</p><p></p><section class="_135editor" data-tools="135编辑器" data-id="us-4844651" style="padding: 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: break-all; font-size: 17px; text-align: justify; background-color: rgb(255, 255, 255);"><section class="" style="padding: 0px; margin: 10px auto; box-sizing: border-box; max-width: 100%; word-break: break-all; display: flex; justify-content: center;"><section class="" style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"><section class="" style="padding: 0px; margin: 0px 0px 0px 10px; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 16px; height: 16px; background-color: rgb(227, 240, 255);"></section><section style="padding: 0px; margin: 0px 0px -20px; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 7px; height: 7px; background-color: rgb(227, 240, 255);"></section><section class="" style="padding: 0px 6px 0px 19px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all; font-size: 19px; color: rgb(3, 116, 234); text-align: center;"><span style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"><strong class="135brush" data-brushtype="text" style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;">“光谷七星”手握世界级筹码</strong></span></section><section class="" style="padding: 0px; margin: -8px 0px 0px auto; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 12px; height: 12px; background-color: rgb(227, 240, 255);"><br style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"/></section></section></section></section><p></p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);"></p><p label="图片说明" style="padding: 0px 0px clamp(6.66667px, 2.08333vw, 8.95833px); margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 20px; font-size: 14px; letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255); color: rgb(150, 150, 150);">长飞光纤光缆股份有限公司车间，员工在仔细检查、测试即将出厂的多模光纤。（湖北日报全媒记者 魏铼摄）</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">除长江存储外，“光谷七星”6家均为上市公司。它们手里，到底握着哪些世界级筹码？</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">此次现身光博会的多项前沿科技，其中一张“王牌”就是光传输的极限突破。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">数据跑得快，全靠光纤带。传统实芯光纤以玻璃为传输介质，光信号传输速度受限于材质。中国光巨头长飞光纤，研发出颠覆性空芯光纤，能让光信号在真空里跑，接近光速，比传统光纤快了47%，一举创下多项光通信传输世界纪录。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">自2016年起，长飞在光纤预制棒、光纤和光缆三大主营业务上的销量，连续十年稳居全球第一。今年4月，长飞A+H股总市值突破2000亿元，成为湖北首家2000亿市值上市公司。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">英国皇家科学院与皇家工程院院士大卫·佩恩爵士评价：“空芯光纤有望突破传统实芯光纤的物理极限，是未来大容量、低时延通信网络的关键支撑技术。”作为“光通信国家队”的烽火通信，日前刚刚研制出的全球最大规格光纤预制棒，单根能拉2万公里光纤，比市面上最大规格的光棒拉出的光纤还要多5000公里。两根光棒拉出的光纤，能绕地球一圈。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">在更高难度的海洋光通信领域，烽火发布的中国首个800G跨洋超大容量传输系统，成功完成国内首次800G信号在6000公里长距稳定传输，填补了我国200G以上速率跨洋级长距光传输领域的技术空白。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">这一重大创新突破，标志着中国海洋光通信技术迈入世界先进梯队，也为我国海洋通信基础设施自主化提供了关键支撑。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">中国信科集团旗下三大核心上市公司，烽火通信主打光通信、光迅科技主攻光器件，中信科移动则聚焦6G。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">业界预计，6G将在2030年左右实现商用。人们换上6G手机，有望实现卫星直联。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">中信科移动正在突破的，不仅仅是6G技术，而是全面引领6G国际标准化。为了这一技术布局，中信科移动申请的6G专利，就超过1200项。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">年内，中信科移动投资50亿元的6G产业园，将在武汉光谷投产运营。</p><p></p><section class="_135editor" data-tools="135编辑器" data-id="us-4844651" style="padding: 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: break-all; font-size: 17px; text-align: justify; background-color: rgb(255, 255, 255);"><section class="" style="padding: 0px; margin: 10px auto; box-sizing: border-box; max-width: 100%; word-break: break-all; display: flex; justify-content: center;"><section class="" style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"><section class="" style="padding: 0px; margin: 0px 0px 0px 10px; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 16px; height: 16px; background-color: rgb(227, 240, 255);"></section><section style="padding: 0px; margin: 0px 0px -20px; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 7px; height: 7px; background-color: rgb(227, 240, 255);"></section><section class="" style="padding: 0px 6px 0px 19px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all; font-size: 19px; color: rgb(3, 116, 234); text-align: center;"><span style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"><strong class="135brush" data-brushtype="text" style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;">三家千亿市值企业，两个来自光模块</strong></span></section><section class="" style="padding: 0px; margin: -8px 0px 0px auto; box-sizing: border-box; max-width: 100%; word-break: break-all; width: 12px; height: 12px; background-color: rgb(227, 240, 255);"><br style="padding: 0px; margin: 0px; box-sizing: border-box; max-width: 100%; word-break: break-all;"/></section></section></section></section><p></p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);"><strong style="padding: 0px; margin: 0px; box-sizing: border-box; font-family: inherit; max-width: 100%; word-break: break-all;"></strong></p><p label="图片说明" style="padding: 0px 0px clamp(6.66667px, 2.08333vw, 8.95833px); margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 20px; font-size: 14px; letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255); color: rgb(150, 150, 150);">华工科技光电子信息产业研创园洁净厂房，正在生产高速光模块（湖北日报全媒记者 魏铼摄）</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">如果说19世纪加州淘金热中最赚钱的是卖铲子的人，那么AI时代的“铲子”，就是光模块。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">别看它形似U盘大小，一个1.6T光模块市价高达1000美元，每张GPU卡平均配套约4.5个光模块。随着算力中心从万卡级向十万、百万卡级迭代，光模块正成为AI产业链里最紧缺的硬件之一。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">“光谷七星”中，眼下最炙手可热的莫过于千亿“光模块双雄”——华工科技和光迅科技。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">今年一季度，华工科技800G以上光模块销售较去年同期增长13974%，暴增139倍。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">华工科技党委书记、董事长马新强估算，仅1.6T光模块在北美市场需求就突破200亿美元，2026年全球光模块市场需求远大于300亿美元。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">同样主打光模块的光迅科技，2025年营收同比大增44.20%，今年一季度净利润继续大涨59.8%。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">4月22日，光迅科技市值突破千亿，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><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">而相比“光谷七星”军团的其他队友，高德红外的硬核更为内敛。它的硬核在于，让红外芯片这个曾被欧美企业长期垄断的领域，第一次记住了“中国制造”。2025年，高德红外全球首发的500万像素高温中波制冷探测器，核心指标跻身国际第一梯队，企业营收46.19亿元，增长更是达到惊人的72.5%。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">2025年，武汉光谷光电子信息产业规模突破6500亿元，集聚逾1.6万家相关企业。湖北光电子信息产业规模达到1.13万亿元，同比增长12.76%，为五大万亿产业之首。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">这里，是全球最大的光纤光缆研发制造基地，全国最大光电器件研发生产基地，全国最大中小尺寸显示面板生产基地，全国先进存储研发生产基地。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">光是最快的信使，也是最硬的底气。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">在中国乃至世界创新的万千繁星中，来自湖北的“光谷七星”，正在点亮中国光通信的“光谷时刻”。</p><p style="padding: clamp(6.66667px, 2.08333vw, 8.95833px) 0px; margin: 0px; box-sizing: border-box; font-family: Microsoft YaHei, 微软雅黑, 宋体, Arial, Helvetica, sans-serif; max-width: 100%; white-space: normal; word-break: normal; line-height: 34.2487px; font-size: clamp(13.6296px, 4.25926vw, 18.3148px); letter-spacing: clamp(0.444444px, 0.138889vw, 0.597222px); text-align: justify; background-color: rgb(255, 255, 255);">站在光里，是时代赋予的机遇，更是自主创新的必然。</p><p><br/></p><section style="white-space: normal; overflow-wrap: break-word; max-width: 100%; color: rgb(67, 74, 84); font-family: -apple-system-font, Helvetica, PingFang SC, Hiragino Sans GB, Arial, Microsoft YaHei; font-size: 14px; background-color: rgb(255, 255, 255); box-sizing: border-box; margin-bottom: 0px;"><section powered-by="xiumi.us" style="overflow-wrap: break-word; max-width: 100%; margin-top: 0.5em; margin-bottom: 0.5em; box-sizing: border-box;"><section style="overflow-wrap: break-word; max-width: 100%; height: 1px; background-color: rgb(160, 160, 160); box-sizing: border-box; line-height: 2em;"><span leaf="" style="overflow-wrap: break-word;"><br style="overflow-wrap: break-word;"/></span></section></section></section><p style="margin: 0px; white-space: normal; overflow-wrap: break-word; padding: 0px; color: rgb(67, 74, 84); font-family: -apple-system-font, Helvetica, PingFang SC, Hiragino Sans GB, Arial, Microsoft YaHei; font-size: 14px; background-color: rgb(255, 255, 255);"><span leaf="" style="overflow-wrap: break-word; color: rgb(136, 136, 136); letter-spacing: 0.544px; font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">来源：湖北日报</span></p><p style="margin: 0cm 0cm 0.0001pt; white-space: normal; padding: 0px; color: rgb(67, 74, 84); font-size: 14px; background-color: rgb(255, 255, 255); max-width: 100%; min-height: 1em; font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span style="letter-spacing: 0.544px; max-width: 100%; color: rgb(136, 136, 136); overflow-wrap: break-word !important; box-sizing: border-box !important;"><span leaf="" style="overflow-wrap: break-word;">制作：汪千 | </span></span><span style="overflow-wrap: break-word; color: rgb(136, 136, 136); letter-spacing: 0.544px;">编辑：熊霞 | </span><span style="overflow-wrap: break-word; letter-spacing: 0.544px; color: rgb(136, 136, 136);">责编：方军</span></p><p style="margin: 0cm 0cm 0.0001pt; white-space: normal; padding: 0px; color: rgb(67, 74, 84); font-size: 14px; background-color: rgb(255, 255, 255); max-width: 100%; min-height: 1em; font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span style="color: rgb(136, 136, 136); letter-spacing: 0.544px; max-width: 100%; line-height: 19.2pt; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span style="overflow-wrap: break-word; font-weight: 700; letter-spacing: 0.544px;"><span style="max-width: 100%; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span style="overflow-wrap: break-word; letter-spacing: 0.544px;"><span style="max-width: 100%; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span leaf="" style="overflow-wrap: break-word;">出品：</span></span></span><span leaf="" style="overflow-wrap: break-word;">蔡甸区融媒体中心</span></span></span></span></p><p style="margin: 0cm 0cm 0.0001pt; white-space: normal; padding: 0px; color: rgb(67, 74, 84); font-size: 14px; background-color: rgb(255, 255, 255); max-width: 100%; min-height: 1em; font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; text-align: center; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span style="letter-spacing: 0.544px; max-width: 100%; color: rgb(136, 136, 136); overflow-wrap: break-word !important; box-sizing: border-box !important;"><span leaf="" style="overflow-wrap: break-word;">您有新闻线索，请联系我们：</span></span></p><p style="margin: 0cm 0cm 0.0001pt; white-space: normal; padding: 0px; color: rgb(67, 74, 84); font-size: 14px; background-color: rgb(255, 255, 255); max-width: 100%; min-height: 1em; font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span leaf="" style="overflow-wrap: break-word;"><br style="overflow-wrap: break-word;"/></span></p><p style="margin: 0cm 0cm 0.0001pt; white-space: normal; padding: 0px; color: rgb(67, 74, 84); font-size: 14px; background-color: rgb(255, 255, 255); max-width: 100%; min-height: 1em; font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box !important;"><span style="letter-spacing: 0.544px; max-width: 100%; color: rgb(136, 136, 136); overflow-wrap: break-word !important; box-sizing: border-box !important;"><span leaf="" style="overflow-wrap: break-word;">投稿邮箱：2187431778@qq.com</span></span></p><p><br/></p><link rel="stylesheet" href="//bbs.whcdrm.com/source/plugin/wcn_editor/public/wcn_editor_fit.css?v134_Z8Z" id="wcn_editor_css"/>
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