02月26日消息，截止13:05，光纤光缆板块大涨，法尔胜、中天科技、亨通光电、杭电股份、通鼎互联 涨停，通光线缆、烽火通信、长飞光纤、永鼎股份等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

2月26日，A股主要指数早盘涨跌不一。截至午盘，沪指跌0.08%，深证成指涨0.28%，创业板指跌 0.39%，科创综指涨0.58%。沪深北三市半日成交16498亿元，较上日放量1176亿元。全市场超2300只个 股上涨。 盘面上，隔夜英伟达财报超预期提振AI产业链情绪，CPO、铜缆、液冷服务器、PCB等AI硬件股集体大 涨，杰普特、天孚通信等多股创出历史新高。电网设备板块同样受益AI浪潮大涨，北京科锐、杭电股 份收获涨停。长飞光纤涨超4%，天孚通信涨超6%，盘中均创新高，长飞光纤最新总市值为1978亿元， 天孚通信总市值达2839亿元。 算力硬件股持续走强 杰普特20%涨停创历史新高 2月26日，CPO、PCB、液冷等算力硬件概念再度活跃，截至午间休市，杰普特、聚飞光电均以20%幅 度涨停创历史新高；长飞光纤涨超4%，天孚通信涨超6%，盘中均创新高，长飞光纤最新总市值为1978 亿元，天孚通信总市值达2839亿元。 | 601869长飞米轩 | | | | 238.90 | +10.35 +4.53% | | --- | --- | --- | --- | --- | --- | | 午间休市 CNY | ...

Core Viewpoint - The A-share market saw a significant rally in communication equipment stocks, with multiple companies reaching their daily price limits and substantial year-to-date gains reported [1][2]. Group 1: Stock Performance - Zhongtian Technology (600522) increased by 10.01%, with a market capitalization of 94.2 billion and a year-to-date gain of 52.26% [2] - Hengtong Optic-Electric (600487) rose by 10.00%, with a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] - Tongding Interconnection (002491) saw a rise of 9.97%, with a market cap of 12.9 billion and a year-to-date gain of 74.67% [2] - Fenghuo Communication (600498) increased by 7.28%, with a market cap of 62.1 billion and a year-to-date gain of 42.46% [2] - Tianfu Communication (300394) rose by 6.91%, with a market cap of 283.9 billion and a year-to-date increase of 79.84% [2] - Ruijie Networks (301165) increased by 6.58%, with a market cap of 71.4 billion and a year-to-date gain of 1.05% [2] - Dingtong Technology (688668) rose by 6.36%, with a market cap of 21.7 billion and a year-to-date increase of 25.65% [2] - Yongding Co., Ltd. (600105) increased by 5.98%, with a market cap of 43.5 billion and a year-to-date gain of 18.65% [2] - Xinke Mobile (688387) rose by 5.70%, with a market cap of 55.2 billion and a year-to-date increase of 25.12% [2] - StarNet Ruijie (002396) increased by 5.30%, with a market cap of 18 billion and a year-to-date gain of 1.65% [2] - Feiling Kesi (301191) rose by 5.20%, with a market cap of 8.863 billion and a year-to-date increase of 18.88% [2] - Huiyuan Communication (000586) increased by 5.10%, with a market cap of 3.07 billion and a year-to-date gain of 17.29% [2] - ST Jinglun (600355) rose by 4.84%, with a market cap of 640 million and a year-to-date decrease of 41.96% [2] - Dayi Co., Ltd. (300504) increased by 4.75%, with a market cap of 4.304 billion and a year-to-date gain of 6.65% [2] - Hengwei Technology (603496) rose by 4.75%, with a market cap of 10.1 billion and a year-to-date increase of 15.69% [2] - Changfei Optical Fiber (601869) increased by 4.53%, with a market cap of 197.8 billion and a year-to-date gain of 105.31% [2] - Zhongguang Lightning Protection (300414) rose by 4.47%, with a market cap of 5.405 billion and a year-to-date increase of 10.90% [2]

Group 1 - The A-share market saw a collective surge in communication equipment stocks, with notable gains from companies such as Zhongtian Technology, Hengtong Optic-Electric, and Tongding Interconnection reaching the daily limit [1] - Zhongtian Technology's stock increased by 10.01%, with a total market capitalization of 94.2 billion and a year-to-date increase of 52.26% [2] - Hengtong Optic-Electric also rose by 10.00%, boasting a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] Group 2 - Tongding Interconnection's stock price increased by 9.97%, with a market capitalization of 12.9 billion and a year-to-date increase of 74.67% [2] - Fenghuo Communication's stock rose by 7.28%, with a market cap of 62.1 billion and a year-to-date increase of 42.46% [2] - Tianfu Communication and Ruijie Networks saw increases of 6.91% and 6.58%, respectively, with market caps of 283.9 billion and 71.4 billion [2] Group 3 - Other companies such as Yonding Co., Xinke Mobile, and Xingwang Ruijie also experienced gains of over 5%, indicating a strong performance across the sector [1] - The overall positive trend in these stocks is supported by the formation of a MACD golden cross signal, suggesting a favorable market condition for these companies [1]

兴业证券指出，光纤光缆行业供需错配逻辑未变，AI数据中心与无人机需求持续释放、光棒产能瓶颈短期难破，光纤 光缆涨价行情有望持续，行业景气度上行周期明确。天风证券表示，全球光纤光缆市场在2026年有望迎来全面增长。 北美洲市场是光纤光缆需求增长最显著的区域之一，主要受益于AI数智中心和光纤宽带网络建设的加速。 涨超8%，高见142港元再度刷新历史新高，年初至今股价累计飙升逾1.7倍。截至发稿，报142.6港元，成交额18.56亿 港元。 编辑/rice 消息面上，2026年1月，中国市场G.652.D单模光纤价格平均价格超40元/芯公里，创下近七年来新高，部分厂商报价达 到50元/芯公里；1月单月市场价格涨幅就超过75%；特种光纤G.657.A2（军工/数据中心用）60-70元/芯公里，G.654.E （超低损耗）涨到240-260元/芯公里。 ...

截至发稿，长飞光纤光缆(06869.HK)涨7.31%、剑桥科技(06166.HK)涨6.57%、京信通信(02342.HK)涨 3.45%。 ...

Yole机构预测，全球Datacom CPO市场规模将从2024年的7000万美元激增至2030年的80亿美元，年复合 增长率突破120%。其中，大规模纵向扩展(Scale-Up)场景将占据近70%份额。国盛证券（002670）指 出，英伟达宣布将于今年规模部署CPO技术，2026年成为CPO从0到1规模化落地的元年。CPO与可插拔 并非对立关系，而是互补并行的道路，打开光通信在柜内互联的新增量。CPO更加依赖硅光芯片能力， 光模块龙头硅光设计(PIC)能力领先，在CPO领域早有技术预研和储备，技术壁垒更有利于头部厂商。 光通信概念股走高，截至发稿，鸿腾精密(06088)涨10.82%，报6.66港元；长飞光纤（601869）光缆 (06869)涨8.45%，报142.4港元；剑桥科技（603083）(06166)涨4.65%，报70.85港元；汇聚科技(01729) 涨3.29%。报20.42港元。 消息面上，据讯石光通讯网报道，2026年光纤通信会议暨展览会(OFC)将于3月15日至19日在美国洛杉 矶会议中心举行。数百家全球品牌和创新者将展示定义AI时代数据中心和网络的关键技术——从用于 纵向扩展(Sc ...

CPO、铜缆等算力硬件股持续走强，长飞光纤、创益通、华丰科技、中天科技盘中创新高，凯旺科技、 富士达、意华股份、远东股份、中富电路跟涨。 ...

兴业证券指出，光纤光缆行业供需错配逻辑未变，AI数据中心与无人机需求持续释放、光棒产能瓶颈 短期难破，光纤光缆涨价行情有望持续，行业景气度上行周期明确。天风证券（601162）表示，全球光 纤光缆市场在2026年有望迎来全面增长。北美洲市场是光纤光缆需求增长最显著的区域之一，主要受益 于AI数智中心和光纤宽带网络建设的加速。 消息面上，2026年1月，中国市场G.652.D单模光纤价格平均价格超40元/芯公里，创下近七年来新高， 部分厂商报价达到50元/芯公里；1月单月市场价格涨幅就超过75%；特种光纤G.657.A2(军工/数据中心 用)60-70元/芯公里，G.654.E(超低损耗)涨到240-260元/芯公里。 长飞光纤（601869）光缆(06869)涨超8%，高见144.4港元再度刷新历史新高，年初至今股价累计飙升逾 1.7倍。截至发稿，涨9.06%，报143.2港元，成交额14.28亿港元。 ...

兴业证券指出，光纤光缆行业供需错配逻辑未变，AI数据中心与无人机需求持续释放、光棒产能瓶颈 短期难破，光纤光缆涨价行情有望持续，行业景气度上行周期明确。天风证券表示，全球光纤光缆市场 在2026年有望迎来全面增长。北美洲市场是光纤光缆需求增长最显著的区域之一，主要受益于AI数智 中心和光纤宽带网络建设的加速。 智通财经APP获悉，长飞光纤光缆(06869)涨超8%，高见144.4港元再度刷新历史新高，年初至今股价累 计飙升逾1.7倍。截至发稿，涨9.06%，报143.2港元，成交额14.28亿港元。 消息面上，2026年1月，中国市场G.652.D单模光纤价格平均价格超40元/芯公里，创下近七年来新高， 部分厂商报价达到50元/芯公里；1月单月市场价格涨幅就超过75%；特种光纤G.657.A2（军工/数据中心 用）60-70元/芯公里，G.654.E（超低损耗）涨到240-260元/芯公里。 ...