Shang Hai Zheng Quan Bao·2026-01-26 11:19Core Viewpoint - The demand for optical fibers and cables is being driven by the construction of AI data centers, leading to price increases for certain products and a shift in production capacity towards AI-related multi-mode and specialty fibers [1] Industry Summary - Longhua Optical Fiber experienced a rapid increase in stock price, reaching 123.84 yuan per share, with Hong Kong shares rising over 16% [1] - The demand for new types of optical fiber and cable products is significantly increasing due to overseas data center requirements, resulting in rising export prices for optical fibers [1] - It is anticipated that domestic optical fiber prices will also see a notable increase by 2026 [1] - The shift in production capacity towards AI-related products is causing a reduction in the supply of traditional optical fibers, which is pushing up the prices of scattered fibers [1] Company Summary - Longhua Optical Fiber stated that the overall market environment for the global optical fiber and cable industry is normal [1] - Although there is significant growth in demand for new products related to data centers, their share in the total demand remains relatively small [1] - For instance, hollow-core fibers, as an emerging product, are still in the early stages of development and have not yet had a major impact on the company's operating performance [1]