Group 1 - The core viewpoint of the article highlights the positive outlook for the optical fiber industry, driven by demand from core application areas such as optical fiber communication and data centers [1] - The company reported stable operations in its optical fiber cable coating materials business during the Spring Festival, with capacity utilization at a reasonable level to meet downstream customer order demands [1] - The emergence of the AI era is expected to significantly increase the demand for computing power, which will drive rapid growth in the internal high-speed interconnection needs of data centers, potentially expanding the specialty optical fiber market and raising performance standards [1] Group 2 - The company plans to continuously monitor downstream technological advancements and collaborate with customers for product iteration and application expansion based on its existing material technology platform and experience [1] - The goal is to provide customers with materials that meet higher standards and complete supporting solutions [1]

（文章来源：证券日报） 证券日报网讯 2月26日，飞凯材料在互动平台回答投资者提问时表示，公司是从光通信领域紫外固化材 料的产销研起家的，在光纤光缆涂覆材料领域深耕多年，凭借技术优势与市场积累，目前在国内市场中 保持较高的占有率，下游客户基本覆盖了国内外大中型光纤光缆制造企业，对产业链具有重要影响力。 空芯光纤在目前市场上尚未大批量投入工业应用，目前对公司光纤涂覆材料的销量影响不大。 ...

格隆汇2月26日丨飞凯材料(300398.SZ)在互动平台表示，1、公司TMO光引发剂目前产销情况良好，产 能利用率处于合理区间，可以满足下游客户的订单需求。2026年，公司TMO产品的产能规划将始终围 绕市场需求和客户订单情况进行灵活调配。2、受益于光纤通信、数据中心等核心应用领域的需求拉 动，光纤行业景气度持续向好，有望带动公司光纤光缆涂覆材料产品订单及销售增长。作为上游材料供 应商，公司相关产品的定价主要基于市场需求、市场竞争格局、技术价值及成本等多重因素进行动态调 整。 ...

Core Viewpoint - Feikai Materials focuses on the development of coating materials for optical fibers and cables, which are essential for protecting optical glass fibers from environmental impacts while maintaining mechanical strength and optical performance [2] Group 1: Company Overview - The company's coating materials are primarily used in the manufacturing process of optical fibers and cables [2] - The products are designed to meet the stringent requirements of multi-mode specialty fibers needed for AI data centers, particularly in terms of temperature resistance and refractive index stability [2] Group 2: Industry Application - The application of the coating materials depends on the specific process requirements of downstream customers [2]

Core Viewpoint - Feikai Materials' optical fiber coating materials are essential for the manufacturing process of optical fibers and cables, providing protection to the optical glass fibers from environmental impacts while maintaining mechanical strength and optical performance [1] Group 1: Product Application - The coating materials are specifically designed to meet the stringent requirements of multi-mode specialty optical fibers needed for AI data centers, particularly in terms of temperature resistance and refractive index stability [1] - The applicability of these coating materials will depend on the processing requirements of downstream customers [1]

Core Viewpoint - The company, Feikai Materials (300398.SZ), specializes in coating materials for optical fibers and cables, which are essential for protecting optical glass fibers from environmental impacts while maintaining mechanical strength and optical performance [1] Group 1: Product Application - The coating materials are primarily used in the manufacturing process of optical fibers and cables [1] - For AI data centers requiring multimode specialty fibers, the coating materials must meet stricter requirements for temperature resistance and refractive index stability [1] - The company's coating materials have potential for adaptation, depending on the process requirements of downstream customers [1] Group 2: Market Impact - Currently, hollow-core fibers have not been widely adopted in industrial applications, which means they do not significantly impact the sales of the company's optical fiber coating materials [1]

Group 1 - The company, Feikai Materials, confirmed that it provides coating materials for optical fibers and cables, which are essential in the manufacturing process to protect optical glass fibers from environmental impacts and maintain their mechanical strength and optical performance [2] - The downstream customers of the company primarily include domestic listed companies in the optical fiber and cable industry as well as well-known manufacturing enterprises [2]