智通财经APP获悉，长飞光纤光缆(06869)午后涨近9%，截至发稿，涨7.17%，报17.64港元，成交额2.22亿港元。
消息面上，近日，中国移动广东分公司启动了2025年混合光缆公开招标采购项目，采购混合光缆包含G.652D及空光纤共38皮长公里，属于空芯光纤从试验走向商用的第一标。若按照20万元/皮长公里的最高限价，本次集采空芯光纤的单价接近5万元/芯公里，是实芯光纤的2500倍。
国信证券指出，空芯光纤方面，长飞光纤表示已经完成与国内三大运营商的现网试点，并与多家设备商和互联网厂商进行合作测试，相关指标全球领先。行业头部厂商也都表示取得积极进展。长飞光纤在年报中介绍，用于算力数据中心内部的中高端多模光纤供不应求、能实现未来超高速光传输的空芯光纤研发及产业化进度不断加速。
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