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长飞光纤(601869.SH):目前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· 2025-09-18 08:25
Core Viewpoint - The company has observed a growing market interest in optical fiber and cable products related to computing power data centers, particularly in hollow core fibers, which are still in the early application stage and have not yet formed stable sales, pricing, or profit levels [1] Industry Summary - Currently, optical fiber and cable products related to data centers account for 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 business development is contingent on the further maturation of the supply chain [1] - The current hollow core fiber-related business has not yet had a significant impact on the company's financial data [1]
长飞光纤:目前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· 2025-09-18 08:23
Core Viewpoint - The company has noted a rising market interest in optical fiber and cable products related to computing power data centers, particularly in hollow core fibers, which are still in the early application stage and have not yet formed stable sales, pricing, or profit levels [1] Industry Summary - Currently, optical fiber and cable products related to data centers account for a small proportion of the total global demand for optical fiber and cable [1] - Hollow core fiber, as a cutting-edge product in the industry, has not yet achieved significant sales volume or stable pricing and profit levels, indicating that further business development is contingent on the maturation of the industry chain [1] - The current hollow core fiber-related business has not had a noticeable impact on the company's financial data [1]
长飞光纤: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· 2025-07-30 11:13
Core Viewpoint - The company has observed a rising market interest in optical fiber and cable products related to computing power data centers, particularly in hollow-core fibers, which are still in the early stages of application and have not yet formed stable sales or profit levels [1] Industry Summary - The demand for optical fiber and cable products associated with 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 early trial phase, requiring further maturity in both 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]
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]