异动解读 | 长飞光纤光缆盘中大跌9.49%,光通信板块深度回调与行业竞争加剧拖累股价

异动解读
Jul 06

长飞光纤光缆今日盘中股价大跌9.49%,市场关注度显著提升。

消息面上,该股延续了光通信板块整体的深度回调态势。野村此前指出,光纤行业产能扩张有加快迹象,新进入者若成功开发空芯光纤等高端产品并执行扩产计划,市场竞争将加剧,现有参与者的利润率面临压力。同时,康宁玻璃桥新技术的出现,引发了市场对中游光纤组件长期需求的担忧,短线资金持续下修相关公司的估值。

长飞光纤光缆主要从事光纤预制棒、光纤、光缆及光器件模块的生产和销售,其股价表现与行业基本面及市场情绪紧密相关。

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