港股异动 | 长飞光纤光缆(06869)午后转跌逾5% 瑞银称关注光纤产能扩张激进扩产或引发新一轮供给过剩

智通财经03-12

智通财经APP获悉，长飞光纤光缆(06869)早盘一度涨超8%，午后股价转跌逾5%。截至发稿，跌2.74%，报159.5港元，成交额34.99亿港元。消息面上，目前光纤需求回暖驱动价格上涨。瑞银报告明确指出，本轮价格上涨能否持续，关键取决于产能扩张的速度与规模。若供给端维持自律，光纤价格有望在健康区间运行；反之，激进的扩产行为则可能触发新一轮供给过剩周期，复制2018至2019年的历史。瑞银渠道...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2618907536?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-12 13:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2618907536","market":"us","top_or_hot":-1,"title":"港股异动 | 长飞光纤光缆(06869)午后转跌逾5% 瑞银称关注光纤产能扩张 激进扩产或引发新一轮供给过剩","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，长飞光纤光缆(06869)早盘一度涨超8%，午后股价转跌逾5%。截至发稿，跌2.74%，报159.5港元，成交额34.99亿港元。消息面上，目前光纤需求回暖驱动价格上涨。瑞银报告明确指出，本轮价格上涨能否持续，关键取决于产能扩张的速度与规模。若供给端维持自律，光纤价格有望在健康区间运行；反之，激进的扩产行为则可能触发新一轮供给过剩周期，复制2018至2019年的历史。瑞银渠道...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1413001.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 长飞光纤光缆(06869)午后转跌逾5% 瑞银称关注光纤产能扩张 激进扩产或引发新一轮供给过剩</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 长飞光纤光缆(06869)午后转跌逾5% 瑞银称关注光纤产能扩张 激进扩产或引发新一轮供给过剩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-12 13:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1413001.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，长飞光纤光缆(06869)早盘一度涨超8%，午后股价转跌逾5%。截至发稿，跌2.74%，报159.5港元，成交额34.99亿港元。消息面上，目前光纤需求回暖驱动价格上涨。瑞银报告明确指出，本轮价格上涨能否持续，关键取决于产能扩张的速度与规模。若供给端维持自律，光纤价格有望在健康区间运行；反之，激进的扩产行为则可能触发新一轮供给过剩周期，复制2018至2019年的历史。瑞银渠道...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1413001.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999006597.SGD","symbol_name":"United China-India Dynamic Growth SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1413001.html","article_id":"2618907536","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618907536","pubTimestamp":1773294093,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，长飞光纤光缆早盘一度涨超8%，午后股价转跌逾5%。瑞银报告明确指出，本轮价格上涨能否持续，关键取决于产能扩张的速度与规模。若供给端维持自律，光纤价格有望在健康区间运行；反之，激进的扩产行为则可能触发新一轮供给过剩周期，复制2018至2019年的历史。瑞银渠道调研尚未发现重大扩产公告，认为当前风险尚在可控范围之内。然而，瑞银亦强调，激进产能扩张仍是需要持续动态跟踪的关键下行风险之一。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1149":"通信设备","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","VXUS":"国际股票ETF-Vanguard","BK4588":"碎股","06869":"长飞光纤光缆","BK4585":"ETF&股票定投概念","BK1506":"5G概念","BK1523":"武汉本地概念股"},"translate_title":"Changes in Hong Kong stocks | YOFC Optical Fiber and Cable (06869) fell by more than 5% in the afternoon. UBS said it was concerned about the expansion of optical fiber production capacity. Radical expansion may trigger a new round of oversupply","themeId":"ad1815799f896b4b5b5b056c1ae84f2b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06869":1.5,"VXUS":1.5},"content_text":"智通财经APP获悉，长飞光纤光缆(06869)早盘一度涨超8%，午后股价转跌逾5%。截至发稿，跌2.74%，报159.5港元，成交额34.99亿港元。消息面上，目前光纤需求回暖驱动价格上涨。瑞银报告明确指出，本轮价格上涨能否持续，关键取决于产能扩张的速度与规模。若供给端维持自律，光纤价格有望在健康区间运行；反之，激进的扩产行为则可能触发新一轮供给过剩周期，复制2018至2019年的历史。瑞银渠道调研尚未发现重大扩产公告，认为当前风险尚在可控范围之内。同时，上一轮周期的惨烈教训使光纤厂商普遍趋于谨慎，倾向于在需求可持续性获得更充分验证之前，推迟大规模资本投入的决策。然而，瑞银亦强调，激进产能扩张仍是需要持续动态跟踪的关键下行风险之一。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618907536","isCrawlerRequest":true}

港股异动 | 长飞光纤光缆(06869)午后转跌逾5% 瑞银称关注光纤产能扩张 激进扩产或引发新一轮供给过剩

精彩评论

港股异动 | 长飞光纤光缆(06869)午后转跌逾5% 瑞银称关注光纤产能扩张激进扩产或引发新一轮供给过剩