新能源电力受益光纤上行周期与海风发展，中天科技目标价上调14%
Morgan Stanley ｜ Morgan Stanley-Jiangsu Zhongtian Technology Co. Ltd.（600522）Risk Reward Update-260514.pdf AI算力与半导体产业链**光纤价格拐点初现，海洋业务订单饱满，中天科技盈利上行周期开启（Morgan Stanley）**
｜ Morgan Stanley-Jiangsu Zhongtian Technology（600522）Early Fiber Pricing Inflection in 1Q26， More Earnings Upside to Come-260426.pdf AI算力与半导体产业链**光纤上行周期与海上风电共振，中天科技量价齐升与海外扩张共塑成长（Morgan Stanley）**
｜ Morgan Stanley-Jiangsu Zhongtian Technology Co. Ltd. （600522）Post meeting takeaways： Persistent Optical Fiber Upcycle； Structural Upside for Offshore Wind-260324.pdf