AI浪潮催生光纤新周期：供需共振下行业龙头如何把握增长机遇？

ITBEAR科技资讯02-04

光纤光缆行业正迎来新一轮供需格局的深度调整，市场呈现量价齐升的显著特征。据行业分析，这一态势既是长期产业升级的必然结果，也受到短期重大订单的催化影响。在供给端，经过数年产能出清，行业低效产能大幅收缩，头部企业优质产品甚至出现现货紧缺，部分订单排产周期延长至数月。而在需求端，AI数据中心建设、全球网络升级及海外市场拓展形成共振，推动需求进入集中上行周期。产业周期的转换在供给端体现得尤为明显。光纤预制...

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