长飞光纤光缆今日盘中大跌17.31%，引发了市场的高度关注。
消息面上，此次股价大幅下挫主要源于行业扩产预期带来的竞争加剧担忧以及公司管理层的谨慎表态。公司近期召开股东会，管理层对产能拓展节奏的表态趋于谨慎，总裁庄丹坦言“现在日子好，未来是不是也能好”是股东共同关心的问题，并指出供需平衡结果将决定本轮光纤短缺的持续时间。与此同时，行业内多家企业此前已密集启动光棒扩产计划，分析机构野村警示，若新进入者成功扩产高端产品，市场竞争将加剧，现有参与者的利润率将面临压力。
此外，康宁公司推出的GlassBridge玻璃光互连平台也引发了市场对光纤光缆行业中游组件长期需求可能萎缩的担忧，多重因素叠加导致短线资金持续下修估值，抛压加剧。
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