智通财经APP获悉，俊知集团(01300)早盘涨超8%。截至发稿，涨6.91%，报3.015港元，成交额1362.74万港元。
消息面上，近日，俊知集团以4.55亿元竞得青海中利光纤技术有限公司100%股权。据悉，青海中利已投产年产400吨预制棒及500万芯公里光纤，三期年产600吨预制棒项目设备已到位、因资金缺口暂停，注入资金后可快速重启，规划总产能将达1000吨预制棒
光大证券指出，上游光棒成产业链核心瓶颈，扩产刚性制约有效产能释放。光棒占光纤成本约70%，扩产周期一般需18-24个月，供给释放节奏明显滞后于需求。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。
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