通信行业周报:AI与无人机驱动光纤新周期

国盛证券
Mar 01

在全球AI 算力基础设施投资加速的背景下,光纤光缆行业迎来显著景气上行。光纤价格较2025 年已实现翻倍以上增长,供需格局阶段性偏紧,行业从传统电信需求驱动转向AI 数据中心与光纤无人机驱动的新周期。【价格端:散纤价格不断上涨,供应商集采出现暂停】自2025年末以来,光纤光缆零售价格不断上涨。据讯石光通讯网2026年2 月G.652.D 裸纤价格已突破30 元/芯公里,实际成交价多集中于40-50...

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