智通财经APP获悉，长飞光纤光缆(06869)涨超4%，截至发稿，涨3.99%，报138港元，成交额12.52亿港元。
消息面上，海关最新进出口统计数据显示，2026年7月我国光纤、光缆出口单价再度攀升，刷新年内最高纪录。华创证券指出，AI改写光纤行业发展逻辑，公司作为全球唯一同时掌握三大预制棒工艺的龙头，将充分受益于行业量价齐升；控股长芯盛布局AI高速互联组件，产业链向下游延伸，双轮驱动打开数通增量成长空间。
此外，长飞光纤光缆今日将发布中期业绩，该公司此前预计上半年净利润为24亿至30亿元，同比增长711%至914%。其中，第二季度净利润预计19.05亿至25.05亿，预计环比增长284%至405%。业绩增长归因于算力数据中心加速建设所催生的国内外新型光纤光缆产品需求持续扩张，以及行业供需结构的持续改善。
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