5月18日，长飞光纤光缆盘中涨超6%，消息面上，据人民日报，光纤光缆和光模块几款产品一季度出口量同比增长都在两位数以上，多家企业出口订单已排到2028年。
5月初，江苏南通一家光纤生产企业，特种光纤产品（G.657.A2光纤），出货价格1年内上涨了10倍，仍供不应求。订单同比增长4倍，客户需提前缴纳保证金才能锁定工厂产能。
华泰证券研报指出，26Q1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Q2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。
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