12月17日消息， $长飞光纤光缆 (06869.HK)$ 午后持续飙升，截至发稿，涨超24%，报47.6港元，成交额23.53亿港元。 消息面上，机构此前研报指出，公司光纤光缆主业在AI算力需求的驱动下，产品结构持续优化。虽然国内电信侧传统光纤需求短期承压，但面向算力网络 的高端产品需求旺盛。在下一代光纤技术方面，公司空芯光纤的研发与产业化进程全球领先。此外，公司通过子公司长芯博创布局的MPO、AOC、高速铜 缆等光互联组件业务已成为强劲增长点，受益于北美AI数据中心建设，公司海外业务持续拓展。 12月15日，$长飞光纤光缆 (06869.HK)$发布公告称，其全资子公司长飞资本与控股子公司长芯博创拟共同参与设立"上海并购私募投资基金三期合伙企业 （有限合伙）"。该基金总规模达8.3亿元，长飞光纤子公司合计出资1亿元，通过布局高端制造、集成电路等国家战略新兴产业，旨在借助专业投资机构资 源，拓展产业链投资机会，提升公司长期竞争力。 编辑/melody ...

Group 1 - The core viewpoint of the article highlights that the company's optical fiber and cable business is driven by the demand for AI computing power, leading to continuous optimization of its product structure [3] - Despite short-term pressure on traditional optical fiber demand from domestic telecommunications, there is strong demand for high-end products aimed at computing networks [3] - The company is a global leader in the research and industrialization of next-generation optical fiber technology, particularly in hollow-core fiber [3] Group 2 - The company's subsidiary, Changxin Bochuang, has established a strong growth point in optical interconnection components such as MPO, AOC, and high-speed copper cables, benefiting from the construction of AI data centers in North America [3] - On December 15, the company announced that its wholly-owned subsidiary, Changfei Capital, and its controlling subsidiary, Changxin Bochuang, plan to jointly establish the "Shanghai M&A Private Equity Fund Phase III Partnership (Limited Partnership)" with a total scale of 830 million yuan [3] - The company will contribute 100 million yuan through its subsidiaries to invest in high-end manufacturing and integrated circuits, aiming to leverage resources from professional investment institutions to expand investment opportunities in strategic emerging industries [3]

编辑 ｜ 钉钉 12月17日午后， CPO板块 持续走强， 奕东电子20%涨停， 联特科技逼近涨停， 中瓷电子、 长飞 光纤、环旭电子涨停， 天孚通信涨超8%，新易盛涨超7%。 | 名称 | 涨幅 % v | 现价 | 涨速 % | | --- | --- | --- | --- | | 奕东电子 | +20.01% | 52.78 | 0.00 | | 联特科技 | +19.28% | 172.95 | -0.11 | | 华光新材 | +16.41% | 54.40 | -0.73 | | 炬光科技 | +14.09% | 180.86 | 0.65 | | 源杰科技 | +12.17% | 673.00 | -0.72 | | 中瓷电子 | +10.00% | 74.88 | 0.00 | | 长飞光纤 | +10.00% | 98.23 | 0.00 | | 环旭电子 | +9.99% | 28.19 | 0.00 | | 德福科技 | +8.62% | 37.55 | -0.21 | | 天孚通信 | +8.32% | 215.89 | -0.74 | | 永鼎股份 | +7.99% | 20.42 ...

来源：上海证券报·中国证券网 上证报中国证券网讯（林铭溱 记者 孔令仪）12月17日，长飞光纤光缆早盘一度涨超10%，最高报42.48港元/股。截至9时58分，长飞光纤光缆涨8.65%，报 41.7港元/股，总市值约313.3亿港元。 | HK 长 飞光纤光缆 | | | | | --- | --- | --- | --- | | 06869 港股通 L2 ▼ | | | | | 39.000 最高 42.480 最低 41.700 → | | | રેત | | 换手 0.070% 总量 24.70万股 金额 8.65% 3.320 | | | 10 | | 总值 313.3亿 市盈 " 51.45 市净 2.42 | | | vm | | A股报价: 96.01 +7.51% | ? (H/A) 比价=0.3 | | | | 分时 五日 月K 更多, | | | | | 均价: 41.235 价格: 41.700 3.320 8.65% | | | | | 421480 10.68% 卖１ 41.340 | | | 60 | | | 41.320 | | 1.5 | | 买1 41.182 | | | | ...

12月15日，长飞光纤发布公告称，其全资子公司长飞资本与控股子公司长芯博创拟共同参与设立"上海 并购私募投资基金三期合伙企业（有限合伙）"。该基金总规模达8.3亿元，长飞光纤子公司合计出资1 亿元，通过布局高端制造、集成电路等国家战略新兴产业，旨在借助专业投资机构资源，拓展产业链投 资机会，提升公司长期竞争力。 智通财经获悉，长飞光纤光缆(06869)涨近10%，截至发稿，涨9.8%，报42.14港元，成交额10.36亿港 元。 消息面上，华泰证券此前研报指出，公司光纤光缆主业在AI算力需求的驱动下，产品结构持续优化。 虽然国内电信侧传统光纤需求短期承压，但面向算力网络的高端产品需求旺盛。在下一代光纤技术方 面，公司空芯光纤的研发与产业化进程全球领先。此外，公司通过子公司长芯博创布局的MPO、 AOC、高速铜缆等光互联组件业务已成为强劲增长点，受益于北美AI数据中心建设，公司海外业务持 续拓展。 本文源自：智通财经网 ...

Core Viewpoint - The CPO concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 1: Stock Performance - Lian Te Technology increased by over 12% [1] - Ju Guang Technology rose by over 10% [1] - Changfei Fiber achieved a 10% limit up [1] - Tianfu Communication and Xin Yi Sheng both saw increases of over 7% [1] - Zhongfu Circuit rose by over 6% [1] - Yongding Co., Guangku Technology, Taicheng Light, Jingwang Electronics, and Tiantong Co. all increased by over 5% [1] - Changxin Bochuang, Dekeli, Zhongji Xuchuang, Guangxun Technology, and Cambridge Technology all rose by over 4% [1]

（文章来源：每日经济新闻） 每经AI快讯，长飞光纤光缆(06869.HK)涨近10%，截至发稿，涨9.8%，报42.14港元，成交额10.36亿港 元。 ...

Core Viewpoint - Changfei Fiber's stock price increased by nearly 10%, driven by strong demand for high-end products in the AI computing sector, despite short-term pressure on traditional fiber demand in the domestic telecom market [1] Group 1: Company Performance - Changfei Fiber's stock rose by 9.8% to HKD 42.14, with a trading volume of HKD 1.036 billion [1] - The company is leading in the research and industrialization of next-generation fiber technology, particularly in hollow-core fiber [1] Group 2: Market Demand - There is a robust demand for high-end products aimed at computing networks, which is offsetting the short-term decline in traditional fiber demand [1] - The company's subsidiary, Changxin Bochuang, is experiencing strong growth in optical interconnection components such as MPO, AOC, and high-speed copper cables, benefiting from the construction of AI data centers in North America [1] Group 3: Strategic Investments - On December 15, Changfei Fiber announced plans to establish a private equity investment fund with a total scale of CNY 830 million, with the company contributing CNY 100 million [1] - The fund aims to invest in high-end manufacturing and integrated circuits, leveraging resources from professional investment institutions to enhance the company's long-term competitiveness [1]

智通财经APP获悉，长飞光纤光缆(06869)涨近10%，截至发稿，涨9.8%，报42.14港元，成交额10.36亿 港元。 消息面上，华泰证券此前研报指出，公司光纤光缆主业在AI算力需求的驱动下，产品结构持续优化。 虽然国内电信侧传统光纤需求短期承压，但面向算力网络的高端产品需求旺盛。在下一代光纤技术方 面，公司空芯光纤的研发与产业化进程全球领先。此外，公司通过子公司长芯博创布局的MPO、 AOC、高速铜缆等光互联组件业务已成为强劲增长点，受益于北美AI数据中心建设，公司海外业务持 续拓展。 12月15日，长飞光纤发布公告称，其全资子公司长飞资本与控股子公司长芯博创拟共同参与设立"上海 并购私募投资基金三期合伙企业（有限合伙）"。该基金总规模达8.3亿元，长飞光纤子公司合计出资1 亿元，通过布局高端制造、集成电路等国家战略新兴产业，旨在借助专业投资机构资源，拓展产业链投 资机会，提升公司长期竞争力。 ...

Group 1 - The stock prices of Changfei Optical Fiber and Cable (06869.HK) increased by 9.43% [2] - Cambridge Technology (06166.HK) saw a rise of 3.09% in its stock price [2] - Huiju Technology (01729.HK) experienced a modest increase of 0.37% [2]