智通财经APP获悉，长飞光纤光缆(06869)涨超13%。消息面上，长飞光纤光缆日前公布2026年中期业绩，营业收入约98.09亿元，同比增长约53.6%。毛利约52.34亿元，同比增长189.7%。归属于母公司股东的净利润约29.245亿元，同比增长889.0%。中期股利每股1.06元(除税前)。单二季度看，公司实现收入61.14亿元，环比增长65.4%；归母净利润24.30亿元，环比增长390.7%。
华泰证券指出，公司收入及扣非利润均实现高增，主要受益于智算中心建设带动国内外新型光纤光缆需求上行，产品销量及均价同步提升，叠加高附加值产品占比提升。Q2毛利率进一步升至60.52%，验证光纤价格上涨及高端产品放量带来的盈利弹性。看好在光纤光缆主业景气上行、海外市场持续拓展及光互连组件等多元化业务协同驱动下，公司业绩有望持续增长。
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