光大证券:长飞光纤光缆(06869.HK)H1盈利显著提升 光互连业务有望维持高景气度

智通财经
9 hours ago
【光大证券:长飞光纤光缆(06869.HK)H1盈利显著提升 光互连业务有望维持高景气度】智通财经APP获悉,光大证券发布研报称,长飞光纤光缆(06869.HK)发布2026H1业绩,期内光纤涨价显著增厚利润,集团营业收入高速增长,盈利能力显著提升。该行预计,从季度业绩变化看,公司Q1仍受前期低价订单影响,涨价效应尚未充分体现;随着新价格订单逐步兑现,Q2盈利弹性进一步释放。同时,受AI算力快速增长及数据中心网络迭代升级推动,带动高速光模块、AEC及高密度光连接产品需求提升,数据中心光互连组件需求有望维持较高景气度,光互连产品收入占比有望进一步提升。

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