智通财经APP获悉，长飞光纤光缆(06869)跌超10%，截至发稿，跌9.5%，报127.6港元，成交额17.55亿港元。
消息面上，光纤价格大幅上涨及行业供需缺口的存在，正推动多家企业启动光棒及光纤扩产计划。杭电股份发公告称，拟定增募资不超28.8亿元用于光纤预制棒、石英母材与新型光纤研发与制造超级工厂建设项目等。此前烽火通信和领益智造也均发布公告，前者拟定增募资不超过29.13亿元用于光纤智能制造等项目，后者拟参与重整富通嘉善，切入光纤通信赛道。
大摩近期研报指出，虽然市场先前担忧新产能扩张带来的供应风险，但该行预计产能扩张需要时间，而AI基础设施蓬勃发展带来的需求依然强劲，因此未来6至12个月的盈利增长动能不会发生实质性变化。长飞光纤同时也是下一代技术创新的领导者，在2026年6月成功完成了全球首次空芯光纤(HCF)波分复用(WDM)传输系统的现场试验，进一步奠定了其技术领先地位。
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