Title: 2100 亿光纤龙头，上半年净利最高预增超 9 倍 | BestBlogs.dev
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Published Time: 2026-07-14 17:01:00
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2100 亿光纤龙头，上半年净利最高预增超 9 倍
Longxing Optics expects H1 2026 net profit to rise 711%-914% YoY, driven by demand for computing power data centers and fiber optic cable products, with the stock up 4.79%. 第 第一财经Follow·
Today·258 words (about 2 min)
AI Summary & Key Points
Summary
The company released a 2026 H1 earnings forecast, expecting attributable net profit to be 24.00-30.00 billion yuan, a year-on-year increase of 711%-914%. Growth is mainly driven by the acceleration of computing power data center construction, which fuels continuous soaring demand for new fiber optic cable products both domestically and internationally, improving industry supply-demand structure. Leveraging its global leading position, Longxing Optics is actively expanding data center business, achieving core customer expansion, product structure optimization and profitability improvement. On the bourse, Longxing Optics rose 4.79% to 400.18 yuan per share, with a latest total market cap of about 2189 billion yuan.
Main Points
* 1. Performance growth stems from soaring demand for computing power data centers.
During the reporting period, the rapid expansion of data centers drove sustained growth in domestic and international demand for new fiber optic cable products, improving industry supply-demand structure and directly boosting the company's revenue and profit.
* 2. The company is actively expanding core customers and optimizing product structure.
Leveraging its global leading position, Longxing Optics capitalizes on international market opportunities, expands its data center business, achieves further core customer expansion and product structure enhancement, thereby improving overall profitability.
* 3. Market cap exceeds 2189 billion yuan.
Benefiting from the earnings forecast upside, Longxing Optics rose 4.79% to 400.18 yuan per share, with a latest total market cap of approximately 2189 billion yuan, indicating market optimism about its growth prospects.
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一财快讯 2026-07-14 17:01 上海
长飞光纤公告，预计2026年半年度归属于上市公司股东的净利润为24.00亿元-30.00亿元，同比增长711%-914%。
对于业绩增长的原因，长飞光纤表示，报告期内，得益于算力数据中心的加速建设，国内外新型光纤光缆产品需求持续增长，行业供需结构不断改善。公司充分利用全球领先的行业地位，紧抓国际市场机遇，大力拓展算力数据中心相关业务，实现了核心客户的拓展、产品结构的优化及盈利能力的提升，公司经营业绩同比增长。
盘面上，长飞光纤收涨4.79%，报400.18元/股，最新总市值报2189亿元。
编辑｜钉钉
Key Quotes
> Benefited from the accelerated construction of computing power data centers, demand for new fiber optic cable products continues to grow domestically and internationally, and the industry supply-demand structure is constantly improving.
> Achieved core customer expansion, product structure optimization, and profitability improvement.
Tags
Finance
Fiber Optic Cable
Earnings Forecast
Computing Power Data Center
Company Performance
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