智通财经APP获悉，俊知集团(01300)涨超12%，截至发稿，涨12.37%，报3.18港元，成交额1745.78万港元。
消息面上，近日，俊知集团发布公告，买方(公司间接全资附属公司江苏俊知技术有限公司)已成功透过于重庆产权交易网进行的竞标，向卖方(青海青银项目管理有限公司)收购目标公司(青海中利光纤技术有限公司)100%股权，代价为人民币4.55亿元(相当于约5.26亿港元)。光大证券认为，本次收购如顺利落地，有望补齐集团“光棒-光纤-光缆"产业链布局，打开AI算力相关光纤产品增量空间。
光大证券指出，标的公司具备光棒及光纤现有产能和扩产基础，结合集团原有光缆业务及运营商客户资源，收购落地有望强化上游原材料保障及成本控制能力，并加快新增产能消化。该行认为，中长期看，随着空芯光纤在AI算力互联场景加速验证、保偏光纤受益于CPO等高速光互连架构演进，集团亦有望依托现有光棒、光纤研发生产基础向高附加值特种光纤延伸，进一步提升产业链价值量及盈利弹性。
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