Optical fiber pricing upcycle
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中天科技:光模块重定价驱动盈利上行
2026-02-25 04:08
February 25, 2026 12:25 AM GMT Jiangsu Zhongtian Technology | Asia Pacific Optical Repricing Drives Earnings Upside | What's Changed | | | | --- | --- | --- | | Jiangsu Zhongtian Technology Co. Ltd. (600522.SS) | From | To | | Price Target | Rmb29.45 | Rmb35.74 | We note a clear optical fiber pricing upcycle is feeding into ZTT earnings expansion, amid booming demand from AIDC and drones. OW, PT up 21% to Rmb35.74 implied 22.0x 2026E P/E. We see ZTT with notable earnings upside from optical fiber upcycle. W ...