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中航证券-光器件行业深度报告:激光上游赋能千行百业,算力时代网络底座基石-230418

◼ 作为我国制造业转型升级的关键技术之一,激光产业在政策的支持下蓬勃发展。激光技术是我国制造业转型升级的关键支撑技术之一,《“十三五”国家战略性新兴产业发展规划》、《“十三五”国家科技创新规划》等国家政策、发展规划和项目指南均强调重点支持激光产业的发展。同时,得益于激光技术比许多传统制造技术更具成本优势,激光设备在我国迅速普及,我国激光设备、激光器市场增速远高于全球平均水平

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