港股异动 | 长飞光纤光缆(06869)涨超8% AI超级周期驱动光纤高景气机构料供应短缺局面将持续

智通财经06-02

智通财经APP获悉，长飞光纤光缆(06869)涨超8%，截至发稿，涨8.37%，报227.8港元，成交额20.63亿港元。

消息面上，据兴业证券，国内光纤价格重回历史高位，全球同步进入景气区间：国内G.652.D单模光纤价已从2025年初不足20元每芯公里抬升至2026年3月约83.4元每芯公里，累计涨幅超过400%、创近七年新高；G.657.A2光纤涨幅更达650%。供给端光棒扩产慢于光纤端、需求端AI数据中心、海外电信回暖与光纤无人机三股力量叠加，仍处供不应求格局。

华泰证券认为，光纤光缆板块已迎来布局窗口。根据CRU 5月报告，2026年美国本土光缆需求增长强劲，数据中心正驱动G.657.A1/A2等高规格、高附加值光纤产品需求快速增长；中国数据中心光缆需求增量主要来自国内头部云厂商的集中采购（例如阿里、腾讯等）。供给方面，产能恢复路径已明，但瓶颈与结构性矛盾突出，该行认为供应短缺局面仍将持续。持续看好光纤光缆板块历史大周期机会，建议关注具备海外突破、扩产弹性及估值重塑空间的国内光纤龙头。

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