作者：董公海 来源：原创 发布日期：08-23
一 | PCB龙头东山精密（002384）8月21日公告，公司拟对子公司索尔思光电及其子公司、维信泰国、盐城东山在常州、泰国、盐城等地实施的光芯片及光模块扩建项目新增投资额5亿美元，项目总投资额由12亿美元调增至17亿美元。
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公告显示，东山精密董事会今年6月审议通过《关于对外投资的议案》，同意子公司索尔思光电及其子公司在常州等地实施光芯片及光模块扩建项目，彼时项目总投资额为12亿美元，资金来源为公司自筹资金，旨在提升索尔思光电整体产能规模，满足行业及下游客户需求。 综合考虑公司战略规划、项目实施需要以及AI算力行业发展态势，公司董事会8月20日审议通过《关于增加对外投资额度的议案》，同意对前述投资事项进行调整。调整后，光芯片及光模块扩建项目的实施主体仍为索尔思光电（及其子公司）、维信泰国、盐城东山，投资总额17亿美元，资金来源为公司自筹资金。 (ECNS) -- Guangdong Province's power load reached a record 175.7 million kilowatts at 1:47 p.m. on Tuesday, the fourth time this year that the provincial grid has set a new high, according to Guangdong Power Grid under China Southern Power Grid (CSG). The figure was up 6.53% year on year, while power supply across the province remained stable and orderly. On the same day, several cities in Guangdong, including Yangjiang, Shantou, Jieyang and Chaozhou, also recorded their highest-ever power loads. The surge in electricity demand was driven by a prolonged heatwave linked to the subsiding airflow of Typhoon Dolphin (202613), which began affecting the province on Aug. 6. Persistently high temperatures sharply increased demand for air conditioning, while steady economic growth further boosted electricity consumption, said Chen Huican, head of the trading group at the operation planning department of the CSG Guangdong Power Dispatch and Control Center. From January to July, Guangdong's total electricity consumption rose 7.67% year on year. The high-tech and equipment manufacturing sectors emerged as major drivers of industrial electricity demand, with consumption increasing 8.77%. The digital economy and new energy vehicle industry also contributed significantly to growth in the services sector, with electricity consumption by internet data services rising by more than 50% year on year. By the end of July, Guangdong's cumulative installed capacity of grid-connected offshore wind power had reached 13.57 million kilowatts. The addition of new clean energy capacity has helped strengthen the province's power supply. Meanwhile, 43 grid-side energy storage facilities across Guangdong have been discharging electricity during peak demand periods, providing additional support for the province's power grid. (By Tang Yuxian) 
。 东山精密指出，光芯片及光模块是AI算力产业的核心基础元器件，索尔思光电现有产能规模已无法满足行业及下游客户需求，通过本次产能扩建，能够有效填补产能缺口，满足下游客户中长期规模化采购需求，持续优化索尔思光电产品结构，进一步提升公司整体盈利水平和行业地位。 在可行性方面，东山精密称索尔思光电深耕光芯片、光模块研发制造领域多年，拥有完善的光芯片设计、制造、封装以及光模块组装、性能测试等全链条核心技术与生产工艺，核心团队具备丰富的研发制造经验，可实现产品技术迭代、工艺优化、批量量产的全流程落地。
三 | 公开资料显示，东山精密2025年通过收购索尔思光电切入光通信领域，成为国内少数、全球为数不多实现高端EML光芯片规模化量产的企业。 东山精密主要从事电子电路、光模块（含光芯片）、精密组件、光电显示模组的全球设计、生产和销售，产品广泛应用于消费电子、汽车、数据中心、通信设备、工业控制设备等领域。 2026年上半年，东山精密实现营业收入277.98亿元，同比增长63.95%；归母净利润29.57亿元，同比增长290.09%。报告期内，除索尔思和GMD合并因素外，光模块业务新客户、新产品持续导入，营收大幅增长。
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（文章来源：证券时报·e公司）。
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