Workflow
光纤需求增长
icon
Search documents
资金动向 | 北水净买入港股31.25亿港元,加仓中芯国际7.3亿港元
Ge Long Hui A P P· 2025-12-22 11:55
| | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 0.8% | -10.81 | 42.74 Z | 中芯国际 | | 中芯国际 | 5.9% | 2.59 | 34.72亿 | 阿里巴巴-W | | 小米集团-W | -1.8% | 3.05 | 26.23 Z | 腾讯控股 | | 腾讯控股 | 0.1% | 4.27 | 23.47 Z | 小米集团-W | | 长飞光纤光缆 | 11.2% | 3.11 | 18.81 Z | 长飞光纤光缆 | | 中国海洋石油 | 2.1% | 0.65 | 12.19亿 | 中国移动 | | 中国移动 | -0.2% | -4.41 | 10.78 Z | 中国海洋石油 | | 华虹半导体 | 5.2% | -0.24 | 9.49 Z | 美团-W | | 泡泡玛特 | 4.6% | -0.25 | 9.48 Z | 华虹半导体 | | 工商银行 | 0.2% | 1.23 | 9.44 Z | 石药集团 | 12月22日,南下 ...
长飞光纤涨停创历史新高,分析称行业需求向好
Ge Long Hui· 2025-12-22 03:18
有分析称行业需求趋势向好。中信建投报告指出,今年三季度以来,中国市场光纤价格持续上涨,反应需求向好、整体供 应偏紧。海外需求旺盛,出口表现强劲,也反映了全球光纤光缆市场的旺盛需求。考虑到全球光学模组需求量在2026年仍 将大幅增长,则对应光纤需求也将随之增长。 股票频道更多独家策划、专家专栏,免费查阅>> 12月22日,延续近日强势,长飞光纤(601869.SH)今日涨停,报127.05元,股价创历史新高;H股再度大涨13%至58.5港元, 股价创9月底以来新高。 责任编辑:栎树 ...
A股异动丨长飞光纤涨停创历史新高,分析称行业需求向好
Ge Long Hui A P P· 2025-12-22 03:15
Group 1 - The core viewpoint of the article highlights the strong performance of Yangtze Optical Fibre and Cable (601869.SH), with its stock price reaching a historical high of 127.05 yuan and a significant increase in H-shares by 13% to 58.5 HKD, marking the highest level since late September [1] - Analysts suggest that the industry demand trend is positive, with a report from CITIC Securities indicating that fiber optic prices in the Chinese market have been rising since the third quarter of this year, reflecting strong demand and tight overall supply [1] - There is robust overseas demand, with strong export performance indicating a thriving global fiber optic cable market, and the demand for optical modules is expected to grow significantly by 2026, which will subsequently increase the demand for fiber optics [1]