永鼎股份：公司已构建起完整的“光棒—光纤—光缆”垂直产业链

Core Viewpoint - The optical fiber and cable industry is experiencing significant changes in supply and demand dynamics, driven by increased global investment in AI infrastructure and new demand from applications like fiber drones [1] Industry Summary - The market demand is robust, leading to continuous improvement in manufacturers' operating rates and a steady increase in fiber prices [1] - The industry is currently facing a phase of supply-demand mismatch due to the long expansion cycle of optical rod production capacity and high technical barriers, which is expected to significantly restore industry profitability [1] Company Summary - As the first privately listed company in the domestic optical cable industry, the company has established a complete vertical industrial chain encompassing "optical rods - optical fibers - optical cables" [1] - The company is actively expanding production in response to industry opportunities, with relevant content already completed for filing and public announcement [1]