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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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A staff member demonstrates AIGC capabilities of Wukong image software at ZGC Science Fiction Industry Innovation Center in Shijingshan District, Beijing, capital of China, June 20, 2025. (Xinhua/Zheng Huansong)China's premier digital publishing expo will open in late August, featuring for the first time an exhibition area highlighting the integration of traditional Chinese culture and online games.
The 16th China International Digital Publishing Expo will run from Aug. 27 to 29 in Jinan, capital of east China's Shandong Province, according to the expo's organizing committee on Monday.
In recent years, the popularity of homegrown games such as "Black Myth: Wukong" has demonstrated technological breakthroughs in China's gaming industry, while bringing traditional Chinese culture to life through creative transformation and innovative development.
In 2025, China's domestic gaming market generated actual sales revenue of over 350 billion yuan (about 52 billion U.S. dollars), up 7.68 percent year on year, with the number of users reaching 683 million, an increase of 1.35 percent from the previous year.
More than 500 exhibitors are expected at the expo, with delegations from 20 provincial-level regions across China and overseas participants from over 30 countries and regions, the organizing committee added.
The Chinese Academy of Press and Publication, which co-hosts the event, will unveil interim achievements in formulating industry standards for AI applications during the expo.
The expo will include one main forum, six thematic forums, and over 80 supporting activities, where attendees will discuss digital publishing, human-machine collaboration, interdisciplinary construction and global academic communication.
First held in 2005, the expo is a major platform aimed at promoting the development of the digital publishing industry.
。 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%。

二 | 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。

三 | 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。

四 | 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。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。