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宁波精达:公司拟以8200万元—1.64亿元回购股份,用于员工持股计划或股权激励。回购价格不超过16.32元/股。
2026-06-29
宁波精达:公司拟以8200万元—1.64亿元回购股份,用于员工持股计划或股权激励。回购价格不超过16.32元/股。
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2026-06-29
Nomura says recent capex by Han's Laser and Hoshine Silicon indicates accelerating optical-fiber capacity expansion driven by AI data-center buildout. The preform market retains high technical barriers and is currently led by Corning, Fujikura and Yangtze Optical Fibre and Cable, so Nomura expects supply constraints to persist short term, supporting elevated spot prices and helping Yangtze expand margins via greater AI data-center exposure. However, if new entrants successfully develop high-end
Nomura says recent capex by Han's Laser and Hoshine Silicon indicates accelerating optical-fiber capacity expansion driven by AI data-center buildout. The preform market retains high technical barriers and is currently led by Corning, Fujikura and Yangtze Optical Fibre and Cable, so Nomura expects supply constraints to persist short term, supporting elevated spot prices and helping Yangtze expand margins via greater AI data-center exposure. However, if new entrants successfully develop high-end products (hollow-core and multi-core fiber) and execute planned capacity additions, competition could intensify and pressure margin expansion for incumbent producers. Nomura keeps a BUY on Yangtze Optical Fibre and Cable (06869.HK) with a HK$266 target, based on FY2027 EPS of RMB9.75 and a 23.7x forward P/E.
2026-06-29
早盘收盘,国内期货主力合约涨多跌少,钯涨近4%,生猪涨超3%,铂涨近3%,纤维板、碳酸锂、焦煤、沪银、红枣、沪锌涨超2%。跌幅方面,SC原油跌超2%,合成橡胶跌近2%,粳米、20号胶、聚氯乙烯(PVC)跌超1%,烧碱跌近1%。
早盘收盘,国内期货主力合约涨多跌少,钯涨近4%,生猪涨超3%,铂涨近3%,纤维板、碳酸锂、焦煤、沪银、红枣、沪锌涨超2%。跌幅方面,SC原油跌超2%,合成橡胶跌近2%,粳米、20号胶、聚氯乙烯(PVC)跌超1%,烧碱跌近1%。
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