長飛光纖光纜(6869.HK)放量大漲超10% 創8個月新高
格隆匯1月20日丨港股市場5G概念股普漲,其中,長飛光纖光纜(6869.HK)大漲10.63%報17.9港元,創2019年5月以來新高,成交額放大至1.94億港元,最新總市值225億港元。

公司今早發公告稱,姚井明及鄭慧麗已分別退任公司非執行董事,莊丹獲重選及委任為執行董事。萬聯證券近日發研報,首次覆蓋長飛光纖光纜給予“增持”評級。
報告指出:長飛光纖光纜2019年業績承壓,但2020年有望迎來反轉;5G漸行漸近,拉動需求效應逐步顯現。基於公司主營產品聚焦於光纖光纜產業鏈,是5G建設的“硬通貨”,將會在未來5G建設中直接受益;公司光棒製造技術領先,具有較高的市場議價能力。對應公司當前股價,認為公司屬於相對低估標的。
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