Workflow
普纤
icon
Search documents
长飞光纤光缆尾盘涨超8% 北美资本开支预期强劲 康宁业绩证实光通信高景气
Zhi Tong Cai Jing· 2025-08-07 08:25
Core Viewpoint - Changfei Fiber Optics (06869) saw a significant increase in stock price, rising over 8% in late trading, with a current price of 30.96 HKD and a trading volume of 1.118 billion HKD, driven by strong performance in the optical communication sector reported by Corning [1] Company Performance - Corning reported Q2 revenue of 4.05 billion USD, a year-on-year increase of 12% [1] - The optical communication segment achieved revenue of 1.57 billion USD in Q2, reflecting a 41% year-on-year growth, and net profit reached 247 million USD, up 73% year-on-year [1] Industry Trends - Jiangsu Securities highlighted that Corning's growth in optical communication is driven by both enterprise and operator network businesses, indicating a robust market demand for multi-mode optical fibers, which are more profitable than single-mode fibers [1] - The "scale-up" trend in OIO optical interconnection solutions is expected to unlock significant growth potential in enterprise networks [1] - Guojin Securities noted that the AI industry chain's performance and capital expenditure have exceeded expectations, with strong ongoing demand for AI computing hardware [1] - Tianfeng Securities reported that Changfei Fiber has made substantial progress in various fields, including optical modules, optical devices, third-generation semiconductors, marine engineering, and industrial lasers [1]