华工科技光模块产品“四代同堂”，光互联业务一季度净利润增长120%

蔡甸融媒 发表于 2026-6-5 14:49:31

<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-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">昨日，走进华工科技核心子公司华工激光研发综合大楼，“把科技的命脉牢牢掌握在自己手中”十五个大字扑面而来。 <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;">“四年前，我们仅有一款晶圆切割设备；如今，已自主研制出9款，并成功打入头部存储晶圆量产线。”车间里，华工激光相关负责人指着正在调试的晶圆测试装备，话语中透着自豪。上个月，华工激光自主研发的12英寸晶圆激光加工装备成功导入行业头部存储晶圆量产线，核心部件实现100%国产化，性能与效率达到国际先进水平。<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);"> <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: 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);"> <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;">华工科技研发工程师正在开展半导体装备工艺测试。<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;">据介绍，该方案面向第一代至第四代半导体材料，兼容6至12英寸晶圆规格，全面覆盖检测、标记、退火、开槽、切割等关键制程，有效解决了大尺寸晶圆加工中崩边、裂纹、热损伤等行业痛点。 <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;">在光互联领域，“站在光里”的华工科技同样亮出硬核底牌。不久前在光谷举行的光博会上，公司全球首发12.8T XPO（超高密度可插拔光学）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-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">“它不只是8个1.6T模块的简单集成，依托液冷技术，散热能力大幅增强。”华工科技核心子公司华工正源CTO罗传能介绍，这款为AI时代量身定制的超级可插拔光模块，解决了传统模块的带宽和散热瓶颈，非常适合大规模AI集群。<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;">更早之前，华工科技已率先发布1.6T硅光光模块等创新产品。“用不到两年时间，干了别人5到7年的事。”华工正源总经理胡长飞形容，公司实现了光模块产品的“四代同堂”，“现在一个阶段要干三代产品——量产的、样品的、研发的，都得同时干。”<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);"> <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: 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);"> <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;">华工科技研发工程师正在开展半导体装备工艺测试。<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;">数据印证了这一趋势：2025年，光互联业务营收60.97亿元，同比增长53.39%；2026年一季度，净利润猛增120%，该业务已成为公司第一大板块。“有些客户已经在谈2028年的订单了。”胡长飞说。<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;">龙头效应也在加速释放。公司带动百余家上下游企业协同发展，旗下投资平台3年新设7只基金，投出金额超3亿元，覆盖光芯片、超快激光器、特种光纤等领域。在光谷，投资50亿元建设的光电子研创园一期已于去年投产，周边聚集上下游企业40余家，省内五大核心基地3年产值突破500亿元。<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-mode: wrap; background-color: rgb(255, 255, 255); line-height: 1.33; font-size: 18px; text-indent: 2em; text-align: justify;">作为湖北首家市值突破千亿的A股上市公司，华工科技营收从2022年120亿元增至2025年200亿元，净利润从9亿元增至16亿元，新产品销售贡献率从50%提升至65%。<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;">据悉，目前，华工科技正加速光电子研创园、智能传感器中试平台、感知业务创新中心等项目建设，推进H股上市，构建“A+H”双平台，推动海外销售同比增长150%以上。<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; 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华工科技光模块产品“四代同堂”，光互联业务一季度净利润增长120%