光纤概念上涨背后,“光纤代铜”是真的吗?

21世纪经济报道
Apr 14

从2025年初不足20元/芯公里,到2026年3月突破83.4元/芯公里,主流G.652.D单模光纤现货价格在一年多时间里累计涨幅超过400%,创下近七年新高。  在A股,光纤价格的上涨带动了相关产业涨势如虹。Wind数据显示,截至4月14日,Wind光纤指数今年来上涨85.96%,接近去年全年98.32%涨幅。个股龙头方面,在去年已经完成289%涨幅的基础上,长飞光纤(601869.SH)...

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