a站被罚12万元半年净赚136亿、订单排到2027年！中际旭创：1.6T光模块卖爆了_我的网站
A | The Brand Day showcased continued breakthroughs in technology and products, while also highlighting personal growth and long-term commitment.  Bringing product innovation and piano music onto the same stage reflected a broader question for REPT BATTERO as it enters a new phase of development: how to build not only technologies and business performance that stand up to market scrutiny, but also the organization, culture and talent needed to support long-term growth. A new starting point: the focus turns to enduring growth In 2025, REPT BATTERO achieved its first full-year profit since its founding, while its residential energy storage cell shipments ranked No.1 globally (Source: SNE Research; GGII; SMM and ICC). For the first half of 2026, the company expects a revenue of approximately €1.86 billion ($2.15 billion) to €1.95 billion and a net profit of approximately €89.8 million to €109.1 million - surpassing its full-year net profit in 2025. According to SNE Research, REPT BATTERO also globally retained No.1 in residential energy storage cell shipments, while its power battery shipments entered the global top 10 in June.  Speaking at the event, REPT BATTERO President Benson Feng said the new energy industry is moving beyond a period driven primarily by capacity expansion. In an increasingly competitive market, the company will continue to prioritize long-term technology development and disciplined operations, with a sustained focus on product safety, consistent quality, reliable delivery and lifecycle services. He emphasized that building an enduring company matters more than achieving short-term speed - and that people ultimately determine whether a business can navigate industry cycles over the long run. "Healthier, happier and wealthier" is more than a slogan As its business enters a new phase, REPT BATTERO is pursuing a culture in which REPTers can be "healthier, happier and wealthier." The aspiration extends from physical well-being and sustainable ways of working to professional growth, recognition and the opportunity to share in the company's progress. "Without sustainable growth for our people, there can be no sustainable growth for the company," Feng said. When REPTers have the well-being, development opportunities and recognition that reflect their contribution, an organization is better positioned to sustain creativity, cohesion, innovation and operational improvement. Putting people at the heart of products and customer value REPT BATTERO's people-centered approach also extends to customers and end users. During "HEART OF A CHAMPION," the company introduced solutions for AI data centers, commercial vehicles and emerging mobility applications, with a shared focus on balancing energy, efficiency, safety, weight and size around real operating needs. For AI data centers, REPT BATTERO unveiled the Powtrix® 6.9MWh energy storage system and the Wending® 320Ah sodium-ion cell. Powered by Wending® 648Ah cells, the Powtrix® system can reduce equipment count and on-site installation hours by 28 percent and land use by 30 percent in a 1GWh project compared with a 5MWh solution. It delivers 96 percent round-trip efficiency over a four-hour cycle and more than 10,000 cycles, while liquid cooling and AI-enabled operations support stable performance and predictable lifecycle costs. For commercial vehicles, REPT BATTERO focused on payload, range and charging downtime. Its Chenxing S350, S455 and S600 address different transport scenarios, while the Chenxing D800 Pro is 700 kg lighter than conventional solutions, uses a 10 percent shorter battery enclosure and supports 1.3 MW charging. The company estimates that the system could generate approximately €20,500 in additional operating income per vehicle over five years. For passenger vehicles, low-altitude aircraft and embodied AI applications, the company introduced two Wending® hybrid solid-liquid batteries. The manganese-based version can support a vehicle range of up to 800 km with an 85 kWh battery pack. The ternary version delivers a cell-level energy density above 375 Wh/kg and has passed more than 100 safety validation tests across the cell, module and system levels. Across these applications, the goal is to translate battery performance into practical value - from keeping compute infrastructure online to improving vehicle economics and extending aircraft range under strict weight constraints. Different starting points, same drive If "HEART OF A CHAMPION" showed how teams achieve technical breakthroughs through years of research, testing and manufacturing, "MOMENT OF A DREAM" told a parallel story of an individual pushing beyond personal boundaries through sustained practice.  REPT BATTERO invited young pianist Hao Liu to serve as the event's Dream Ambassador. Blind since childhood, Liu remained committed to music through years of study and intensive training. He graduated from the Peabody Institute of the Johns Hopkins University and will continue his studies at the New England Conservatory in Boston.  Although Liu and REPT BATTERO work in different fields, their stories share a similar trajectory. When REPT BATTERO was founded nine years ago, it was a newcomer to an established battery industry. Since then, it has built its capabilities from the ground up, achieving its first full-year profit in 2025, then retaining No.1 globally in residential energy storage cell shipments in 2026 H1 (Source: SNE Research; GGII; SMM; ICC). Liu has similarly challenged assumptions about what a blind musician can achieve. Both stories show how sustained commitment can overcome the limits of a starting point. This shared spirit led REPT BATTERO to invite Liu as its Dream Ambassador. Representing more than just a concert following a product launch, "MOMENT OF A DREAM" expressed respect for those committed to a goal and a belief that individuals and organizations can grow over time. More important than being No.1 is moving forward together "HEART OF A CHAMPION" and "MOMENT OF A DREAM" both conveyed the idea that being a champion goes beyond market rankings. REPT BATTERO's No.1 global position in residential energy storage cell shipments reflects its business progress, while its products and cultural aspirations demonstrate how the company intends to grow. More important than achieving a No.1 ranking is the ability to keep moving forward together. 。 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%。
B | 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。
C | 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。
D | 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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