Core Viewpoint - Changfei Optical Fiber (601869) and its cable segment (06869) experienced a significant price increase, with shares rising over 8% at one point, currently up 3.06% to HKD 89.15, with a trading volume of HKD 1.412 billion [1] Industry Summary - According to Huatai Securities, the price of G.652.D single-mode optical fiber in the Chinese market reached a nearly seven-year high in January 2026, averaging over 35 yuan per core kilometer [1] - Guotai Junan Securities noted a continuous rise in the price of optical fibers, anticipating further price increases due to upcoming telecom and mobile operators' procurement and heightened demand for inventory ahead of the Spring Festival [1] - The firm believes that major domestic customers are likely to accept price hikes, confirming the upward trend in the sector amidst market fluctuations [1] - The industry outlook is positive for leading optical fiber and cable manufacturers, who are expected to benefit significantly from the surge in demand and the resulting price increases, with profit elasticity likely to be continuously revised upwards [1]

Group 1 - The core viewpoint of the article highlights the significant increase in the price of G.652.D single-mode optical fibers in the Chinese market, reaching an average price of over 35 yuan per core kilometer, the highest in nearly seven years [1] - According to Huatai Securities, the recent rise in fiber prices is attributed to increased demand from telecom and mobile operators ahead of their procurement and the upcoming Spring Festival, suggesting that prices are expected to continue rising [1] - Guotai Junan Securities expresses optimism about leading domestic optical fiber and cable manufacturers benefiting from the price increase trend driven by surging demand, indicating potential for profit elasticity to be continuously revised upwards [1]