纪要精选｜光通信放量、锂电排产走强，铜矿供给更紧

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本期提炼九组变化。仕佳光子半年报显示光芯片及器件高速增长，宁德时代利润与排产继续走强；覆铜板上游涨价、铜矿供给约束和半导体设备平台化同步推进，出口制造与消费内部则呈现明显分化。

Episode metadata supplied by the publisher feed · Published Aug 2, 2026

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纪要精选｜光通信放量、锂电排产走强，铜矿供给更紧

0:00 7:15

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