长飞光纤(601869.SH):与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小
Ge Long Hui A P P·2025-07-30 10:59

Core Viewpoint - The company has observed a rising market interest in optical fiber and cable products related to data centers, particularly in hollow-core fibers, which are still in the early stages of application and have not yet achieved scale sales or stable pricing and profit levels [1] Industry Summary - The demand for optical fiber and cable products related to data centers constitutes a small proportion of the total global demand for optical fibers and cables [1] - Hollow-core fibers are considered a cutting-edge product in the industry, but their commercial use is still in the nascent phase, requiring further maturation of the product and supply chain [1] - The current business related to hollow-core fibers has not yet had a significant impact on the company's financial data, and there is uncertainty regarding future developments in this area [1]