长飞光纤光缆今日盘中大涨5.06%，引起了市场的广泛关注。
消息面上，瑞银发布研究报告指出，光纤行业自2025年下半年以来迎来复苏拐点，核心驱动因素包括数据通信需求激增、海外电信市场需求回暖以及光纤无人机带来的新增需求，共同推动行业供给趋紧、价格上涨。报告强调，长飞光纤的股价走势与光纤价格走势历史上呈现高度联动。
目前，市场对行业供需格局改善、迎来拐点的核心逻辑已基本形成共识。本轮价格上涨周期的可持续性，在很大程度上取决于行业产能扩张的节奏。截至目前，市场尚未出现大型产能扩张公告，行业风险仍处于可控范围。短期来看，国内电信运营商即将公布的光缆招标结果以及公司即将发布的季度业绩，可能成为股价的进一步催化剂。
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