港股異動 | 長飛光纖光纜漲6% “東數西算”啟動 公司受惠新基建投資
格隆匯2月21日丨長飛光纖光纜(6869.HK)盤中漲6.28%,報12.28港元;長飛光纖(601869.SH)盤中漲4.2%,報31.23元人民幣,總市值237億元人民幣。近日,“東數西算”工程正式啟動。中信證券指出,作為新基建代表,數據中心產業鏈條長、覆蓋範圍廣、帶動效應強,有望充分受益“東數西算”工程推進,建議重點關注運營商、機房温控、ICT設備&光模塊、光通信、IDC等細分行業龍頭,包括中天科技、亨通光電、長飛光纖等。而大摩予公司“增持”評級,目標價17.5港元。該行長飛光纖光纜是境內領先的光纖光纜公司,市場份額約20%,如果新基建投資增加,光纖供需格局可能進一步改善,這將有利於其2022至2023年的毛利率和盈利。大摩指,即使撇除新基建投資增加的因素,預計長飛光纖光纜2022年盈利增加21%。


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