Group 1 - The optical fiber sector is experiencing a strong upward trend, with Changfei Fiber reaching new highs [1] - The demand for high-performance optical fibers and cables is surging due to the global AI wave, leading to unprecedented needs for low latency and high bandwidth [3] - The average price of G.652.D single-mode optical fiber in China reached 35 yuan per core kilometer in January 2026, marking a nearly seven-year high, with a monthly increase of over 75% [3] Group 2 - The optical fiber industry is confirmed to be in a price-up cycle, with increasing prices driven by heightened demand from overseas markets [4] - Major domestic clients are expected to accept price increases, benefiting leading companies in the optical fiber and cable sector [4] - Recommendations include Changfei Fiber, Hengtong Optic-Electric, and Zhongtian Technology, as these companies are likely to benefit from the price surge and improved profitability [4]
机构称中国市场G.652.D单模光纤价格创下近七年新高,长飞光纤再创新高丨盘中线索