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中际旭创:2027年1.6T和800G的订单需求相较2026年仍保持快速增长 产品价格降幅相对理性_我的网站

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A |     DES MOINES, Iowa -- Two commercial turkey farms in Iowa have been hit by the reemerging highly pathogenic bird flu, causing about 100,000 birds to be killed to prevent the disease from spreading.The Iowa Department of Agriculture reported the infected commercial poultry flocks within weeks of a turkey farm in South Dakota and one in Utah reporting the first outbreaks in the U.S. since April, raising concerns that more would follow. The U.S. Department of Agriculture shows 12 commercial flocks in South Dakota, Utah and Minnesota have been affected in October, totaling more than 500,000 birds.Bird flu last year cost U.S. poultry producers nearly 59 million birds across 47 states, including egg-laying chickens and turkeys and chickens raised for meat, making it the country’s deadliest outbreak ever, according to USDA figures. The outbreak caused spikes in egg and turkey prices for consumers and cost the government over $660 million.Iowa was the hardest-hit state last year, with nearly 16 million birds lost, but there hadn’t been a case reported in the state since March.Iowa's department reported Friday that one commercial turkey facility of about 50,000 birds in Buena Vista County was affected. Another facility of about 47,500 turkeys in neighboring Pocahontas County was confirmed Monday.In Guthrie County, about 50 backyard birds were also infected, the department said.Before last week, the only reports of bird flu in recent months in the U.S. in recent months were sporadic appearances in backyard flocks or among wild birds such as ducks, geese and eagles. While wild birds often show no symptoms of avian influenza, infections in them are a concern to the poultry industry as migration season gets underway. Migrating birds can spread the disease to vulnerable commercial flocks.Bird flu infections are relatively rare in humans and aren’t considered a food safety risk. But as it hits other species, including some mammals, scientists fear the virus could evolve to spread more easily among people. Cambodia this week reported its third human death from bird flu this year.。    K图 300308_0  中际旭创(300308.SZ)发布投资者关系活动记录表公告,目前主要客户已给出2027年的指引和订单,2027年1.6T和800G的订单需求相较2026年仍保持快速增长。新产品如2.4T、NPO、XPO等将适用于scale-out、scale-up等应用场景。根据大客户定制要求,公司正在积极开发或送样,新产品有望于27年下半年量产,28年有望实现更大规模出货。公司也在积极建设新产能,做好光芯片、电芯片、PCB等核心物料的准备,为27年更大规模上量做好准备。

B |   此外,公告还称,物料供给目前比较紧张,主要由于下游需求增长太快,上游扩产速度偏慢。

C | 部分物料确实出现涨价,但公司供应量较大的产品涨价幅度并不大,主要是因为公司已锁定较强合约,订单量也较大,拿到的价格较有优势。

D | 在后续客户交付上,公司的产品价格降幅相对理性,并非市场传言的剧烈下降。

E | 整体而言,公司通过技术手段(包括硅光比例和良率提升)、27年新产品放量等方式,均有利于把控成本,进一步提高整体毛利率水平。(文章来源:财联社)。

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Published on:18:02:29