（编辑 丛可心） 证券日报网讯 2月5日，中天科技在互动平台回答投资者提问时表示，公司通过实施全球化经营，构建 矩阵制营销网络体系。按产品和客户群划分事业部和国内外办事处，实现国内市场全覆盖且网点遍布全 球主要市场，产品出口160多个国家和地区。 ...

（文章来源：证券日报） 证券日报网讯 2月5日，中天科技在互动平台回答投资者提问时表示，公司2025年的经营数据将在年度 报告中披露，具体数据请查阅有关报告。公司电力产业以智能电网再牵引为目标，巩固主营产品及主营 市场国内优势地位的同时，加快境外投资布局，依托产品创新和数智化转型推动传统产业升级，实现更 高质量发展，成为全球领先的电力装备制造企业。 ...

Core Viewpoint - Zhongtian Technology focuses on creating value for customers in the communication and energy sectors, aiming to become a global leader in information and energy interconnection solutions [2] Group 1: Company Strategy - The company is committed to deepening its focus on niche product markets and achieving international leading levels in production technology and processes [2] - Certain products have a market share ranking among the top globally [2] Group 2: Future Outlook - The company plans to continue concentrating on its core business to enhance its core competitiveness, profitability, and risk management capabilities [2] - It aims to deliver strong performance and maintain sound corporate governance to actively reward investors [2]

Core Viewpoint - Zhongtian Technology is focusing on the forefront of energy transformation, aiming to become a builder of smart energy ecosystems and drive a zero-carbon future through its diverse technology matrix and comprehensive solutions in the renewable energy sector [2] Group 1: Company Strategy - Zhongtian Technology is deeply engaged in key materials and core equipment for renewable energy [2] - The company is constructing a multi-dimensional technology matrix to support its operations [2] - It aims to integrate the entire "generation-storage-usage" industrial ecosystem [2] Group 2: Industry Positioning - Zhongtian Technology is positioned to provide global solutions for renewable energy equipment manufacturing and system integration [2] - The company is committed to contributing to the development of a smart energy ecosystem [2]

证券日报网讯 2月5日，中天科技在互动平台回答投资者提问时表示，公司电力产业以智能电网再牵引 为目标，巩固主营产品及主营市场国内优势地位的同时，加快境外投资布局，依托产品创新和数智化转 型推动传统产业升级，实现更高质量发展，成为全球领先的电力装备制造企业，具体数据请查阅公司后 续定期报告。 （文章来源：证券日报） ...

证券日报网讯 2月5日，中天科技在互动平台回答投资者提问时表示，公司遵循相关规则，履行信息披 露义务。 （文章来源：证券日报） ...

证券之星消息，2月5日海洋经济板块较上一交易日下跌1.9%，中天科技领跌。当日上证指数报收于 4075.92，下跌0.64%。深证成指报收于13952.71，下跌1.44%。海洋经济板块个股涨跌见下表： 从资金流向上来看，当日海洋经济板块主力资金净流出31.18亿元，游资资金净流入3.87亿元，散户资金 净流入27.32亿元。海洋经济板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The core viewpoint is that the fiber optic industry is entering a price increase trend, driven by rising demand for G657A2 and other products, leading to reduced supply of G652D and longer delivery times [2][4] - The demand for fiber optics is significantly boosted by AI-driven data centers and DCI (Data Center Interconnect) scenarios, with global fiber demand expected to continue rising [3][4] - The export performance of fiber optic and cable companies is strong, with overseas markets becoming an important growth point for the industry [3][6] Group 2 - The competition in computing power is driving a concentrated explosion in fiber demand, with AI data centers requiring significantly more fiber than traditional data centers [4][5] - The demand for specialty and multimode fibers is growing, with companies rapidly advancing in the development and application of hollow-core fibers [5] - Major domestic fiber optic manufacturers are expected to benefit from the price increase trend, with profit elasticity likely to be continuously revised upwards [6]

Group 1 - The ultra-high voltage index declined by 2% on February 5, indicating a downward trend in the sector [1] - Most constituent stocks experienced a drop, with Hengtong Optic-Electric, Zhongtian Technology, Changgao Electric, and Jinpan Technology all falling over 4% [1] - Trina Solar also saw a decrease, with its stock down by 3% [1]

Investment Rating - The report assigns an "Overweight" rating to the fiber optic cable industry [1]. Core Insights - The fiber optic industry is experiencing a significant price increase trend, driven by a surge in demand due to computational power competition and the growth of special and multimode fibers. The export performance of fiber optic cables is strong, confirming the industry's upward pricing trend [3][4]. Summary by Sections 1. Fiber Optic Industry Cycle and Price Trends - After being under pressure in the first half of last year, the price of fiber optic cables has been gradually recovering, particularly with increased demand for G657A2 overseas, leading to a reduction in G652D supply and longer delivery times. The price of G652D fiber has seen significant increases, with expectations for continued price hikes as major telecom operators prepare for procurement [8][9]. 2. Factors Driving Price Increases - The demand for fiber optic cables is continuously growing, with G652D fiber experiencing a structural shortage. Prices have risen significantly, with the latest market quotes reaching 30-40 yuan per core kilometer, reflecting a more than 50% increase over the previous year [16][22]. - The competition for computational power is a core driver of fiber demand, with data centers requiring significantly more fiber than traditional setups. The global demand for fiber optic cables is expected to increase by 75.9% in 2025, particularly for high-end products like G.654.E and OM5 multimode fibers [20][22]. - The supply side is constrained, with a slow growth in global fiber preform capacity and a shift towards high-demand AI and specialty fibers, leading to a more orderly supply of traditional products [30]. 3. Export Performance and Growth Opportunities - The export of fiber optic cables has become a crucial growth point for companies in the industry, with significant increases in overseas demand. In 2025, the total export volume of fiber optic products reached 454,000 tons, a year-on-year increase of 11.1%, with export value rising by 44.1% [12][10]. 4. Investment Recommendations - The report recommends investing in leading domestic fiber optic manufacturers such as Yangtze Optical Fibre and Cable Joint Stock Limited Company, Hengtong Optic-Electric Co., Ltd., and Zhongtian Technology Co., Ltd., which are expected to benefit from the price increase trend and growing demand [51].