天涯明月刀

半年净赚136亿、订单排到2027年！中际旭创：1.6T光模块卖爆了_我的网站

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Photo: Screenshot from CCTV
In Changning county, Southwest China’s Sichuan Province, a temporary rain shelter collapsed during a banquet at a villager’s home on Tuesday evening, killing five people and injuring 17 others, Xinhua News Agency reported on Wednesday.
According to the Changning county emergency management bureau, the accident occurred at around 5:30 pm on Tuesday during a banquet held to celebrate the admission of the villager’s child to college. The parapet wall on the roof of the first floor, which was used to secure the shelter, collapsed after water accumulated on the structure and excessive tension was placed on the ropes. 
The accident killed three people at the scene, while two others later died after emergency treatment failed. Another 17 injured people are currently receiving treatment in hospital. Local authorities are making every effort to treat the injured and handle the aftermath of the incident.
The accident occurred amid torrential rains battering parts of Sichuan, leading to relocation of 21,784 people in advance as of Wednesday morning. The rainfall also triggered two geological disasters, state broadcaster China Central Television (CCTV) reported.
According to the office of the geological disaster prevention and control command of Sichuan Province, heavy to torrential rain hit areas such as Chengdu and Zigong in Sichuan, with some areas experiencing extreme heavy rain. The maximum precipitation recorded at Shulin village, Dongpo district, and Meishan city reached 118 millimeters. 
The heavy rainfall triggered two geological disasters. One occurred in Jiulong county, Garze Tibetan Autonomous Prefecture, where the affected road has been restored to traffic. The other occurred in Wenchuan county, Aba Tibetan and Qiang Autonomous Prefecture, causing a disruption on G350 national highway. Local transportation authorities have implemented traffic control measures and are continuing repair efforts.
As of 7 am on Wednesday, a total of 21,784 people had been relocated to safety in advance over the previous 24 hours across 64 counties-level regions in 13 cities and prefectures in Sichuan. Among them, the largest numbers were recorded in Liangshan (7,346 people), Mianyang (3,174 people), and Ya’an (2,400 people). Since the start of the flood season, Sichuan has carried out advance evacuations for a total of 1,102,694 people. 
Global Times
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二 |     8月24日消息，光模块龙头中际旭创8月23日晚间召开机构电话会议，披露2026年上半年经营情况及未来展望。    业绩层面，中际旭创2026年上半年实现营业收入417.78亿元，同比增长182.49%；归母净利润136.51亿元，同比增长241.70%。     其中第二季度营收222.8亿元，环比增长14.3%，归母净利润79.2亿元，环比增长38%。毛利率提升至46.4%，主要受益于1.6T等高附加值光模块出货环比增长及产品结构优化。    中际旭创透露，过去光模块行业通常只签3个月订单，但如今很多客户已给到2027年的长期订单，部分客户正洽谈长协。2027年1.6T和800G的订单需求相较2026年仍保持快速增长。     新产品布局方面，2.4T、NPO（近封装光学）、XPO（超高密度可插拔光学）等新产品将适用于scale-out（横向扩展）和scale-up（纵向扩展）等应用场景。    中际旭创正在根据大客户定制要求积极开发或送样，新产品有望于2027年下半年量产，2028年实现更大规模出货。

三 | 预计NPO将成为行业客户普遍接受的光互连方案，主要用于scale-up场景。    对于产品价格，中际旭创强调价格降幅相对理性，并非市场传言的剧烈下降。该公司目标是在2027年通过硅光比例提升、良率优化和新产品放量等手段保持毛利率在较高水平并实现小幅增长。              

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Published on:16:09:01