亚太电线电缆股价窄幅波动 行业景气度提升或带来长期潜力

Group 1 - The stock price of Asia Pacific Wire & Cable (APWC.OQ) showed narrow fluctuations from February 7 to February 13, 2026, with a cumulative increase of 1.18% and a total trading volume of approximately $58,200, indicating low trading activity and weak liquidity [1] - As of February 13, 2026, the stock price closed at $1.71, reflecting a year-to-date decline of 8.06%, while the electrical equipment parts sector and the NASDAQ index also experienced slight declines of 0.33% and 0.27%, respectively [1] Group 2 - The price of G.652.D optical fiber has been rising since January 2026, driven by demand from AI data centers, with some quotes exceeding 50 yuan per core kilometer; however, Guangdong Telecom's suspension of optical cable procurement on February 10 highlights short-term industry competition [2] - The APEC senior officials' meeting held from February 1 to 10, 2026, in Guangzhou focused on the Asia-Pacific Free Trade Area and infrastructure cooperation, which may benefit the company's power cable business in the long term, although there are currently no direct order announcements [2] Group 3 - Analysts indicate that the optical fiber and cable industry is experiencing improved conditions, with prices increasing by over 80% this year; growth in AI and overseas demand may indirectly benefit the company's telecom cable business, but attention is needed on specific business alignment [3] - The current price-to-earnings ratio (TTM) is 12.54, and the price-to-book ratio is 0.22, suggesting that the company's valuation is at a low level [3]