方正科技大幅上涨光模块龙头中际旭创业绩大增

智选洞察10-23

10月23日，方正科技（600601）股价大幅上涨，截至10点45分，方正科技上涨5.19%，报4.26元/股，成交5.30亿元，换手率3.07%。消息解读光模块龙头中际旭创在2024年前三季度实现营收173.13亿元，同比增长146.26%；归属于上市公司股东净利润37.53亿元，同比增长189.59%。从三季度来看，中际旭创实现营收65.14亿元，同比增长115.25%，环比增长9.37%；...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241023104611a1e2fa32&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月23日，方正科技（600601）股价大幅上涨，截至10点45分，方正科技上涨5.19%，报4.26元/股，成交5.30亿元，换手率3.07%。消息解读光模块龙头中际旭创在2024年前三季度实现营收173.13亿元，同比增长146.26%；归属于上市公司股东净利润37.53亿元，同比增长189.59%。从三季度来看，中际旭创实现营收65.14亿元，同比增长115.25%，环比增长9.37%；...</p>\n\n<a 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sharply","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1,"600601":1},"content_text":"10月23日，方正科技（600601）股价大幅上涨，截至10点45分，方正科技上涨5.19%，报4.26元/股，成交5.30亿元，换手率3.07%。消息解读光模块龙头中际旭创在2024年前三季度实现营收173.13亿元，同比增长146.26%；归属于上市公司股东净利润37.53亿元，同比增长189.59%。从三季度来看，中际旭创实现营收65.14亿元，同比增长115.25%，环比增长9.37%；归属于上市公司股东净利润13.94亿元，同比增长104.4%，环比增长3.34%。不过，三季度中际旭创的归母净利润率为21.4%，比二季度的22.65%略有下滑。从毛利率来看，三季度中际旭创毛利率33.64%，比二季度上升0.2个百分点。公司表示，前三季度业绩大增的主要原因是，下游算力基础设施建设和相关资本开支的增长带来800G和400G高端光模块销售的大幅增加。此前中际旭创已经交出一份足够亮眼的半年报。上半年，公司实现营业收入107.99亿元，同比增长169.70%；归母净利润23.58亿元，同比增长284.26%。在半年报披露后，公司接受投资者调研时表示，公司下半年的高速光模块订单非常饱满，仍处于持续增长的阶段。公司将努力保障产能和原材料供应，尽力满足下游大客户的需求。对于2025年的需求，公司通过近期和客户的沟通访谈认为，800G光模块需求会在今年基础上持续提升，1.6T光模块也将在2025年逐步上量。中际旭创正通过加大研发，以满足未来需求。前三季度，中际旭创研发费用7.42亿元，同比增加57.41%。此前中际旭创曾表示，未来随着技术迭代加快、速率提升，使用的光模块技术也越来越复杂。公司从研发投入上保持较高占比，以便跟上行业技术发展步伐。毛利率方面，公司也争取通过不断的技术创新和技术迭代实现长期盈利能力的提升。根据媒体报道，美国光通信芯片大厂Marvell近期向客户发出通知，宣布将于明年1月1日起全线产品调涨价格。这归因于全球对AI的需求激增，以及整个半导体供应链正在进行的前所未有的投资。这无疑进一步验证光通信行业在AI推动之下的高景气度。光模块是光通信系统中完成光电转换的核心部件，应用场景包括通信网络、数据中心网络等。正是高吞吐量光模块的存在，才能让AI处理所需的大量的数据得以快速传输流转，光模块就像是提高AI时代数据通量的道路桥梁。AI芯片、AI技术持续演进，对光模块的需求也随之升级，高速率的400G、800G光模块已经投入使用，1.6T光模块也在推进量产之中。据Light Counting预测，光模块的全球市场规模在2022-2027年将以11%的年复合增长率保持增长，2027年有望突破200亿美元。此外，数据统计显示，近半年内1家券商给予买入建议。资金动向截止发稿，方正科技获得主力净流入2636万元，其中超大单流入2372万元，大单流入263万元。数据显示，该股今日净流入较近5日净流入均值增加977万元。融资融券方面，方正科技10月21日获得融资净买入1821万元，当日该股融资余额为4.93亿元，当较前一日增加3.84%，实现3连增；该股融券余额为190万元，融券余量为44.62万股，比上日减少13.12%。主营业务及业绩方正科技公司主营业务为生产和销售PCB产品，互联网接入服务，IT系统集成及解决方案。最新财报显示，今年中报，方正科技实现营业收入15.78亿元，同比增长8.98%，净利润为1.50亿元，同比增长211.53%，基本每股收益为0.04元。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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方正科技大幅上涨 光模块龙头中际旭创业绩大增

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方正科技大幅上涨光模块龙头中际旭创业绩大增