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    4G網建設促進光器件以及氧化鋯粉體市場發展

    4G網建設促進光器件以及氧化鋯粉體市場發展

    【摘要】:
      9月12日,工信部發布《關于開展重點新材料首批次應用保險補償機制試點工作的通知》,將聯合中國保監會、財政部兩部委一起開展重點新材料保險補償試點工作。同日工信部還印發了《重點新材料首批次應用示范指導目錄(2017年版)》,用以明確試點對象和范圍,《目錄》列入129種重點新材料,其中化工新材料50余種。“研發和應用嚴重脫節一直困擾著國內新材料產業的發展,保險補償機制通過運用市場化手段,對新材料應
      2014年光通訊器材市場一掃2013年的低迷,邁入了高速增長期。原因除了中國移動發力沖擊寬帶接入市場外,4G網絡建設是更加重要的促進因素。
      2014年幾大器材商均業績優異。光迅科技2014年營收24.33億元(約合4億美元),同比增加14%。海外營收6.51億元(約合1.05億美元),同比增加20%,成為第一家海外業績打破1億美元的光器材廠商。
      武漢另一家光通訊器材廠商華工正源的成績更值得關注。據華工科技2014年財報,華工正源2014年完成營收8.93億元,同比增加74.7%;毛利率同比增加3.1個百分點,除了對華為中興業績持續增加外,新開發了NSN等大型系統商。昂納光通訊一改前幾年的萎靡不振,2014年完成營收7.81億港元,同比增加19.5%;國內營收3.19億港元,同比增加18.6%。不得不提的一家廠商是海信寬帶。盡管一直傳要上市還沒上市,2014年銷售業績打破30億元。除開偏向設備性質的ONU代工事務,其光通訊器材業務依然位居全國前列,并可進入全球TOP 10。
      盡管幾大器材商各自成績增加有著多個業務促進,但光迅科技、華工正源、海信寬帶都表明,2014年用于4G網絡的光模塊出貨獲得大幅增加,并變成成績增加的主要促進因素。這幾家也是2014年4G光模塊出貨量最大的廠商。昂納也在財報中說明因為4G和寬帶,完成了成績反彈。
      在4G網建設促進光器件市場發展的同時也帶動了氧化鋯粉體等光器件相關原材料市場的發展。
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