继续推荐光纤光缆板块 20260325 摘要 2026 年全球光纤供需将呈紧平衡，需求受 AI 与无人机驱动预计达 7.5 亿芯公里，而有效供给仅约 7 亿芯公里，价格下行空间极小。 AI 与无人机成为核心增量：北美 AI 相关需求 2026 年有望增至 1 亿芯公 里以上；无人机光纤制导需求预计从 5,000 万翻倍至 1 亿芯公里以上。 国内运营商集采价格看涨：黑龙江电信光缆限价折算光纤不含税价达 120 元/芯公里，超过散线市场价，反映运营商对未来供应短缺的担忧。 海外需求结构性爆发：1-2 月俄罗斯光纤出口价值量同比增约 1,000%；波兰 G.657.A2 光纤年度采购意向超 2000 万芯公里。 供给端增量受限：康宁、藤仓扩产周期长达 18-24 个月；国内头部厂商 （长飞、中天、亨通）扩产谨慎，优先保障长期确定性订单。 投资逻辑转向成长：光纤作为 AI 光互联基础具纯增量属性，估值逻辑由 周期向成长偏移，建议关注具备 G.657 高占比及海外突破能力的标的。 Q&A 2026 年 1-2 月的海关出口数据显示了光纤光缆行业的哪些新趋势与变化？ 2026 年 1-2 月的海关数据显示，光纤光缆出口 ...

Got my FAA Part 107 drone license.Thank you for the support. https://t.co/MvsqmjrLgM ...

17 Mar 2026 CMB International Global Markets | Equity Research | Company Update Q-Tech (1478 HK) Q-Tech (1478 HK) - FY25 in- FY25 in-line; Positive outlook on CCM share gain momentum and drone/auto/XR momentum Q-Tech posted FY25 revenue/NP growth of 29%/435% YoY, in-line with prior profit alert, mainly driven by non-handset CCM (+171% YoY, 27% of CCM sales), mobile CCM ASP hike (+20% YoY), disposal gain in India and Newmax operating improvement. Looking into 2026, we are positive on mgmt. guidance: 1) hands ...

A drone struck the parking lot of the U.S. consulate in Dubai, according to a U.S. official and Dubai’s government media office, as Iran continued to unleash projectiles on the United Arab Emirates and American interests in the region.Live coverage: https://t.co/53kE42sto2 https://t.co/A2HAExZCj6 ...

Iran unleashed hundreds of drone strikes this weekend on Gulf Arab states, damaging U.S. bases and critical infrastructure and presenting a serious challenge to the Middle East’s air-defense system https://t.co/jFVf8imD7o ...

Russia’s Black Sea coastal region came under heavy drone attack overnight, with damage reported on infrastructure at the Taman seaport and fuel tanks. Air defenses battled to repel Ukrainian drones throughout the night in the assault on Krasnodar region. https://t.co/4I3DoPuddO ...

Drone Defense - Belgium is rushing to secure drone defenses [1] Airport Security - The action follows airport disruption [1]

Berlin’s main airport briefly suspended flights late Friday after drone sightings, the latest in a string of such incidents across Europe https://t.co/icJwlmHS2g ...

Regulatory Action - Denmark bans all civilian drone flights ahead of European summit [1]

Group 1 - Kratos Defense & Security Solutions has established a factory to produce 24 XQ-58A Valkyrie combat drones, aiming to secure contracts with the U.S. Marine Corps and Airbus [1] - The U.S. has reclassified drones to fighter jet status, prompting Cathie Wood's ARK Invest to adjust their defense stock holdings [2] - The defense and aerospace sector is experiencing a surge, with notable increases in stock prices for companies like Kratos and Rocket Lab [4] Group 2 - Major indexes are reaching new highs, indicating a potential bullish phase in the market rally, with Tesla and Kratos among the stocks showing buy signals [4] - Increased defense spending targets by NATO and heightened military activities in the Middle East are contributing to the rise in defense stocks [4] - The market is witnessing a focus on drone technology, with expectations for significant advancements and investments in hypersonic capabilities [4]