长飞光纤光缆(06869)反弹逾13%，截至发稿，涨12.96%，报224.8港元，成交额19.86亿港元。
消息面上，长飞光纤光缆一季度营业收入36.95亿元，同比增长27.70%；净利润4.95亿元，同比大幅增长226.40%。瑞银表示，公司首季净利润为4.95亿元，低于市场买方预期的8亿至10亿元，预期短期内市场反应负面。但该行对公司未来数季的盈利增长保持信心，认为光纤价格上升需时完全反映，而数据中心需求持续增加，相信公司有望达到该行全年预测。
华泰证券则指出，公司一季度利润增速远超收入增速，主要得益于毛利率的大幅改善。一季度光纤价格呈逐月爬升态势，报告期内公司交付结构中仍含部分低价长协/集采订单。随着高价订单在二季度起集中确认，看好利润弹性有望加速释放。看好在光纤光缆主业景气度上升与光互连组件等多元化业务双重驱动下，公司业绩有望迎来显著增厚。维持“增持”评级。
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