一线调研 | AI产业链爆发式增长 湖北何以领跑“光”赛道？
<p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">当前，全球AI算力需求的快速增长，带动了光模块、存储等上游硬件产业的爆发。今年一季度，湖北计算机通信电子行业利润同比增长12倍。是什么支撑了如此惊人的增长？立足产业风口，湖北如何抢占AI算力新赛道？来看一线调研。</span></p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);">乘车行驶在武汉东湖高新区，不多远，就能看到一个又一个工地。在已经建设了30多年、产业高度聚集、配套完善的光谷，建设活力依旧旺盛。</p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><strong style="box-sizing: border-box; -webkit-tap-highlight-color: transparent;">中建三局总承包公司项目助理 李际：</strong><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们这边是一个光电厂房扩建的场（地）平（整）项目，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">前面那一块有六七块地，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们刚完工收尾，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">都是一些厂房的扩建项目。</span></p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);">一边，是随处可见加紧扩建的厂房，另一边，是新建厂房满产后还不够的产能。在华工科技，24小时不停机、满负荷运转的新厂房里依旧不断有新设备进入，用来提升产能。到底是什么产品市场需求如此旺盛？答案就藏在这一个个小小的光模块中。</p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><strong style="box-sizing: border-box; -webkit-tap-highlight-color: transparent;">华工科技产业股份有限公司董事长 马新强：</strong><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">以前AI还没有这么火的时候，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们的光模块主要用在电信方面，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">比如说5G基站、4G基站建设用的一些光模块，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">AI对算力建设需求拉动，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">对光模块的需求带来一个巨量的爆发增长，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">比如说800G（以上）光模块，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">今年一季度跟去年相比增长了139倍。</span></p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);">光模块的功能是将光电信号进行转换，直接决定着算力中心的数据传输速度，因此也被称为AI算力的“心脏”。爆发式增长的背后，是企业几十年的技术深耕。8年前，市场上主力产品的传输速率几十个G，而华工科技毅然启动了高速硅光技术的研发。</p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><strong style="box-sizing: border-box; -webkit-tap-highlight-color: transparent;">华工科技光互联业务首席技术官 罗传能：</strong><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们还是毅然决然去做这个事情，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">在2018年的时候那一代用不上，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">它的下一代有可能也用不上，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">但是下下代一定会用上我们硅光技术。</span></p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);">经过数年的攻关，团队终于突破了400G光模块的研发，随着AI浪潮的兴起，团队又快马加鞭，基于硅光技术接连攻克800G、1.6T光模块的研发，逐渐在全球AI算力中心市场上占据主动权。在AI硬件市场需求带动下，湖北光纤、半导体存储等行业都迎来爆发式增长。今年一季度，全省计算机通信电子行业利润同比增长12倍。</p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">企业创新加速，同样离不开政府的助力，就在上个月，一尧科技的最新产品玻璃硬盘实现了小规模量产。这张不起眼的圆盘，成本只有10元左右，却能存储10TB的数据，寿命可达十万年以上，解决了数据存储界的“长寿”难题，非常适合AI数据中心使用。而在企业初创期，来自武创院的资金支持，让他们顺利迈出了从实验室到市场的第一步。</span></p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><strong style="box-sizing: border-box; -webkit-tap-highlight-color: transparent;">武汉一尧科技有限责任公司首席科学家 张静宇：</strong><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">在创业初期，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们直接面对社会资本，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">融资压力是非常大的，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">武创院这样的政府平台给了我们“拨转股”的经费，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">相应的一个比较宽松的环境，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们可以专心地去打磨我们技术。</span></p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><strong style="box-sizing: border-box; -webkit-tap-highlight-color: transparent;">武汉产业创新发展研究院院长 李锡玲：</strong><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们定位为枢纽型的新型研发机构，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">把各种创新的要素、资源先集聚过来，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们在这里面推动它的融合裂变，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们支持了一批初创的企业，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">就在一两年之内，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">有可能几个亿的市场估值，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">现在是不少见的。</span></p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);">目前，武创院已通过“拨转股”支持了60多个早期科研项目，有效转化了1400多项科技成果，孵化出600多家科技企业。在湖北，像武创院这样的新型研发机构已经达到500多家。眼下，湖北还在系统谋划下一轮产业爆发。</p><p style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; margin-top: 0.5em; margin-bottom: 0.5em; padding: 0px; word-break: break-word; text-align: justify; text-indent: 2em; font-size: 18px; line-height: 2; color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, Helvetica, Segoe UI, Arial, Roboto, PingFang SC, miui, Hiragino Sans GB, Microsoft Yahei, sans-serif; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);"><strong style="box-sizing: border-box; -webkit-tap-highlight-color: transparent;">湖北省科技厅厅长 夏松：</strong><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">聚焦未来产业、新兴产业，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">我们要打造更多的国家级和省级的概念验证中心，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">孵化器以及中试平台，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">进行有组织攻关，</span><span style="box-sizing: border-box; -webkit-tap-highlight-color: transparent; text-indent: 2em;">走通从0到1，1到N这样的创新链条。</span></p><p><br/></p><section style="font-size: 17px; 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