光纤均价连续两个季度上涨，释放光通信行业需求复苏积极信号

Group 1 - The average price of G.652.D optical fiber in China has increased significantly, reaching approximately 24 yuan per core kilometer in Q3 2025, a 20% increase from 20 yuan per core kilometer in Q2 2025, indicating a clear price recovery trend in the market [1] - The price of G.652.D loose fiber has risen by over 20% compared to early 2025, reflecting a positive signal of demand recovery in the optical communication industry [1] - The growth in demand for optical fiber is driven by the booming development of emerging applications such as data center interconnect (DCI), cloud computing, and intelligent computing, which are expected to support prices in the future [1] Group 2 - The DCI market is projected to grow from $1 billion in 2023 to $3 billion by 2028, with a compound annual growth rate (CAGR) of 25% from 2023 to 2028, indicating a rapid expansion of optical fiber demand [2] - The share of optical fiber demand in data center internal and DCI scenarios is expected to increase from less than 5% in 2024 to 35% by 2027, contributing to a global optical fiber demand of 880 million core kilometers by 2027 [2] - The optical communication sector in the A-share market is likely to experience valuation recovery due to improved industry conditions, with a focus on leading companies in the optical fiber and cable field, as well as those with competitive advantages in optical modules and devices [2]