港股异动 | 长飞光纤光缆大涨超15%,四季度净利润同比大增234%

智通财经
Mar 30

3月30日周一,长飞光纤光缆午后继续拉升,截至发稿涨幅超15%。消息面上,长飞光纤发布年度业绩,全年年营业收入142.52亿元,同比增长16.85%;归属于上市公司股东的净利润8.14亿元,同比增长20.40%。按单季度数据看,第四季度营业总收入39.77亿元,同比上升13.53%,第四季度归母净利润3.44亿元,同比上升234.23%。

报告期内,光传输产品分部收入83.46亿元,同比增长6.09%;光互联组件分部收入31.44亿元,同比增长48.58%。

值得注意的是,黑龙江电信分发布2026年室外光缆应急采购项目招标公告。本项目中“光缆-GYTA-单模G.652D-24芯”光缆成缆单价最高限价3737.43元/皮长公里,据业内人士测算,G.652D光纤单价已经突破100元/芯公里大关。此前1月份,广东电信在项目集采中对“GYTA-单模G.652D-24芯”光缆成缆单价最高限价1245元/皮长公里,集采失败后3月份重启采购,报价提升至2500元/皮长公里,提价超100%。

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