智通财经APP获悉,长飞光线光缆(06869)早盘涨超9%,截至发稿,涨7.72%,报15.9港元,成交额2.12亿港元。
消息面上,5月7日,博创科技宣布计划投资3280万美元,用于建设长芯盛印尼生产基地三期扩产项目。此举旨在提升产能,满足国际市场对光通信产品的需求增长。该项目将进一步巩固公司在东南亚市场的布局,推动全球业务扩展。此外,长飞光纤表示,取得不超过2.88亿元股票回购专项贷款承诺函。
据悉,2022年4月8日,长飞光纤与博创科技五名股东签署股权转让协议及表决权委托协议,长飞光纤将取得博创科技合计25.43%的股份表决权,成为后者的控股股东及实际控制人。野村此前指出,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。
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