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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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一 | 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。

二 | Lieutenant Governor of Ladakh R. K. Mathur sanctioned appointments of an Indian Administrative Service officer and a police officer to coordinate with the country's foreign ministry for a preparation of the 2023 G20 summit, the Deccan Herald news outlet said on Wednesday.,The main G20 events are expected to take place in New Delhi, the report said.,In 2019, the Indian government announced its decision to strip the Muslim-majority Jammu and Kashmir region of its special status and split it into two union territories — Jammu and Kashmir, and Ladakh. The decision provoked a harsh reaction from neighboring Pakistan, which claimed that New Delhi was mistreating the region's Muslim population that was fighting for its rights. India, in turn, has accused Islamabad of backing separatists, who allegedly undermine the region's security.,India controls the southern part of the Kashmir region, while Pakistan and China occupy its northwestern and northeastern parts, respectively.。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。

三 | 2027年1.6T和800G的订单需求相较2026年仍保持快速增长。

四 | 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。