俊知集团今日盘中股价大幅上涨10.05%，引起市场关注。
消息面上，英伟达与康宁宣布达成长期合作伙伴关系，此消息带动了光纤板块的整体走强。行业分析指出，全球光纤供给存在刚性制约，产能无法快速响应算力基建带来的需求跳涨，导致供需缺口，从而支撑光棒及光纤价格维持在高位。
俊知集团的主营业务深度受益于此轮算力基建爆发。公司已形成覆盖电力传输、信号连接及光通信传输的全场景产品矩阵。其2025年财报显示，阻燃柔性电缆（含AIDC电力缆）及光缆系列产品营收均实现显著同比增长，两大主力产品线直接受惠于行业高景气度。
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