Zhi Tong Cai Jing·2026-01-26 02:29Core Viewpoint - Changfei Optical Fiber (601869) and its cable segment (06869) experienced a significant increase of over 16%, with a current price of HKD 62.15 and a trading volume of HKD 1.465 billion, indicating strong market interest and potential growth in the optical fiber sector [1] Industry Summary - The G.652.D standard optical fiber, which has been a market mainstay, is expected to see a notable price increase and supply tightness by Q4 2025, with some major manufacturers unable to meet their own orders and turning to external sourcing [1] - The demand structure in the optical fiber and cable industry is undergoing transformation, driven by the continuous release of demand from AI computing networks, 6G research, and global digital infrastructure [1] - Yongxing Securities maintains an "overweight" rating for the communications sector, suggesting that investors should pay attention to opportunities related to optical fiber and cable [1] - According to Kaisheng Securities, the booming global AI sector is likely to sustain demand for optical fiber and cables, particularly in data center interconnections, with limited production capacity among global manufacturers leading to a supply-demand imbalance [1] - The demand and prices for optical fiber and cables are expected to continue to rise steadily in the short term [1]