智通财经APP获悉，长飞光纤光缆(06869)早盘涨超14%，截至发稿，涨8.49%，报173.8港元，成交额37.48亿港元。
消息面上，长飞光纤光缆发布公告称，4月10日至7月9日，长江通信通过集中竞价交易方式累计减持公司99.99万股A股股票，占公司总股本的0.12%。长江通信本次减持计划实施的减持时间区间已届满。长江通信持股比例降至14.23%，仍为长飞光纤光缆第三大股东。
野村此前发布研报称，短期内，光纤供应限制将持续，长飞可继续受惠于较高的现货价格，以及因更多涉足AI数据中心市场而带来的利润率扩张。然而，若新进入者能成功开发高端产品(即空芯光纤和多芯光纤)，并顺利执行其产能扩张计划，该行认为市场竞争将加剧，长飞光纤等现有参与者可能面临利润率扩张的压力。
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