IMA RESEARCH FLOW

600522 时间线

更新标记:2026-06-15 | 按主题与实体时间线组织机构观点
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