异动解读｜长飞光纤光缆盘中下跌4.05%，行业扩产潮持续压制市场情绪

行情直击07-27 09:39

7月27日，长飞光纤光缆盘中下跌4.05%，报116.0港元，成交额2.68亿港元。当前股价较6月高点已腰斩，下行趋势延续。

消息面上，光纤行业扩产潮持续发酵，亨通光电、烽火通信、远东股份、通鼎互联、合盛硅业、大族激光等多家公司密集启动光棒及特种光纤扩产计划，部分企业跨界入局。富瑞此前将长飞光纤光缆评级由"买入"下调至"持有"，指出预计到2028年全球产能将扩展69%，供应增加将逐渐消除短缺情况，公司可能面临市场份额流失风险，近两年盈利或为周期性顶峰。此外，南向资金近期持续净减持，高位获利盘出逃令短线抛压延续。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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