中信建投：光棒光纤扩产潮来袭
2026-06-29 00:06:12
中信建投证券研报指出，今年以来光纤价格大幅上涨、投资回报率提升，推动亨通光电、远东股份、通鼎互联、合盛硅业、大族激光等启动光棒扩产计划。据36氪报道，研报称AI发展带动光纤需求，行业仍供不应求；但多数公司光棒制造经验较少、扩产进度待观察，且产能多在明年下半年或更晚释放，对今年及明年供需格局影响不大。
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