长飞光纤光缆(06869)股东将股票由香港上海汇丰银行转入花旗银行转仓市值21.21亿港元

智通财经05-12

智通财经APP获悉，香港联交所最新资料显示，5月11日，长飞光纤光缆(06869)股东将股票由香港上海汇丰银行转入花旗银行，转仓市值21.21亿港元，占比2.05%。

华泰证券指出，公司Q1利润增速远超收入增速，主要得益于毛利率的大幅改善。26Q1光纤价格呈逐月爬升态势，报告期内公司交付结构中仍含部分低价长协/集采订单。随着高价订单在Q2起集中确认，看好利润弹性有望加速释放。我们看好在光纤光缆主业景气度上升与光互连组件等多元化业务双重驱动下，公司业绩有望迎来显著增厚。

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长飞光纤光缆(06869)股东将股票由香港上海汇丰银行转入花旗银行 转仓市值21.21亿港元

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长飞光纤光缆(06869)股东将股票由香港上海汇丰银行转入花旗银行转仓市值21.21亿港元