AI浪潮催生光纤新周期:供需共振下行业龙头如何把握增长机遇?

ITBEAR科技资讯
Feb 04

光纤光缆行业正迎来新一轮供需格局的深度调整,市场呈现量价齐升的显著特征。据行业分析,这一态势既是长期产业升级的必然结果,也受到短期重大订单的催化影响。在供给端,经过数年产能出清,行业低效产能大幅收缩,头部企业优质产品甚至出现现货紧缺,部分订单排产周期延长至数月。而在需求端,AI数据中心建设、全球网络升级及海外市场拓展形成共振,推动需求进入集中上行周期。产业周期的转换在供给端体现得尤为明显。光纤预制...

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