Zhong Guo Zheng Quan Bao·2026-02-24 05:27Group 1 - The optical fiber industry is experiencing strong performance, with Changfei Optical Fiber (601869) hitting a historical high and a market value of 194.33 billion yuan [1] - According to Huatai Securities, the price of G.652.D single-mode optical fiber in China reached a near seven-year high of over 35 yuan per core kilometer in January 2026, driven by changes in supply and demand dynamics [1] - The demand surge is attributed to the global AI data center's increasing need for optical fibers, while supply constraints are due to the long expansion cycle of upstream materials like optical fiber preform [1] Group 2 - The MLCC (Multi-layer Ceramic Capacitor) sector is also witnessing price increases, with leading stock Fenghua Hi-Tech (000636) hitting a price limit [1] - Recent reports indicate that the spot price of MLCC in South Korea has risen nearly 20%, with expectations for continued short-term increases due to explosive growth in AI server demand [1] - MLCC is essential for stabilizing power supply and filtering interference signals in electronic devices, and the demand for MLCC in AI servers is three times higher than in regular servers, exacerbating supply tightness [1] Group 3 - Other sectors such as CPO, PCB, and copper cable high-speed connections are also rising, with companies like New Yisheng (300502) and Tianfu Communication (300394) seeing significant stock increases [2] - Huagong Technology (000988) has reached a price limit, with reports indicating that multiple production lines are operating at full capacity during the Spring Festival, ensuring the production of high-speed optical modules [2] - According to Xingye Securities, the combined capital expenditure guidance for major cloud service providers like Amazon, Google, Meta, and Microsoft is approximately 598.7 billion dollars for 2026, indicating a strong and certain demand for global AI computing power [2]