《大行》野村:长飞(06869.HK)次季盈利显著超预期 价格上涨反映供需偏紧

阿斯达克财经
Jul 15

野村发表报告指,长飞光纤光缆(06869.HK) 公布2026年上半年盈利预告,预计净利润达24亿至30亿元人民币(下同),按年增长711%至914%,这意味着其第二季盈利将达到19亿至25亿元,按年增长1,222%至1,639%。其中位数22亿元显著超出该行此前对第二季预测的10亿元。该行认为,盈利显著增长主要反映了电信及数据中心市场的光纤产品在第二季全面提价,这由需求激增以及主要光纤及光棒...

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