海外科技观点更新:AI通胀催生新周期 光纤&覆铜板涨价驱动业内公司业绩增长

光大证券
Mar 13

事件:光纤光缆价格自2026 年初开始持续大幅上涨,运营商集采光缆成交价持续走高。根据“光纤在线”数据,截至3 月4 日,各型号光纤价格超预期,G.652.D单模光纤价格由元旦前的18 元/芯公里上涨至85-120/芯公里;G.657.A2 价格由元旦前的35 元/芯公里上涨至210-230/芯公里。由于光纤光缆价格持续上涨,光纤光缆供应商在面对最高限价与市场报价倒挂的运营商集采项目时,竞标意愿...

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