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　　野村发布研报称，维持长飞光纤光缆（06869）目标价266港元及“买入”评级。

　　野村指，中国移动（00941）于7月8日发布2026年至2027年普通光缆产品集中采集招标公告，采购规模约6920万芯公里，需求满足期为采购结果公布后9个月，相当于年度需求量约9230万光纤公里。与2025-2026年度的9880万芯公里采购量相比，年度需求量较去年同期下降6.6%。

　　中国移动未公布此次招标的中标价格上限；然而，鉴于近期光纤产业价格上涨，该行预计今年的竞标价格将会上涨。2025年，光缆产品的加权平均竞标价格为每芯公里53.85元人民币（含增值税），而光纤价格低于25元人民币。野村预计招标结果将在一个月内公布，同时会公布中标供应商的价格和股份分配等详细信息。

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