长飞光纤光缆涨超5% 昨日大涨超21% 市场关注光纤涨价

Core Viewpoint - The recent surge in the stock price of Yangtze Optical Fibre and Cable (长飞光纤) is attributed to a price increase in optical fibers driven by AI demand, reversing a previous trend of declining prices due to slowed broadband investments by operators [1] Group 1: Stock Performance - Yangtze Optical Fibre's stock rose over 5% recently, following a significant increase of over 21% the previous day, with the current price at 48.94 HKD and a trading volume of 1.163 billion HKD [1] Group 2: Market Dynamics - There is a growing consensus in the market that optical fiber prices are increasing, with major domestic manufacturers and international companies like Corning and Fujikura reporting an approximate 15% price hike for standard optical fibers [1] Group 3: Company Developments - Huatai Securities' report highlights that the company's core product, G.654.E optical fiber, is rapidly developing as a preferred choice for long-distance trunk network upgrades, particularly in the context of the "East Data West Computing" initiative [1] - The company secured the largest share in a recent group-level procurement by China Telecom for G.654.E optical cables [1] - The company is leading in the research and industrialization of next-generation hollow-core optical fibers, and its subsidiary, Changxin Bochuang, is expanding into high-growth areas such as MPO, AOC, and high-speed copper cable components, benefiting from the construction of AI data centers in North America [1]