智通财经APP获悉，长飞光纤光缆(06869)涨超11%，截至发稿，涨11.47%，报15.16港元，成交额8668.58万港元。
消息面上，长飞光纤光缆发布2025年第一季度报告，营业收入28.94亿元，同比增长21.23%；归属于上市公司股东的净利润1.52亿元，同比增长161.91%。野村此前曾表示，长飞是中国光缆市场领导者之一，经过内地电讯运营商资本支出下降周期，认为该公司的业务多元化努力可能会在2025年取得成果。同时作为A股博创科技等股东，野村相信长飞将受惠于其全球人工智能网络产品的需求。
天风证券此前研报则指出，公司在已完成初步布局的光模块与光器件、第三代半导体、海洋工程及工业激光器等领域均取得了实质性进展。公司在传统光棒光纤业务基础上，发展多模、空芯光纤等高附加值产品，同时积极多元化，打造潜在增长点。
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