最近几个月，光纤价格一直在暴涨。在这个月初的时候，我们就写过光纤的涨价。 北美CSP大厂又来审厂、周末火热的openclaw、涨价的光纤 而且这种涨价不是那种温和的上涨，而是三个月内从 18 块钱涨到 85~120块钱的那种暴涨。更夸张的 是，市场上已经出现了"当日有效制"报价——就是今天报的价，明天就不算数了。这种场景，上一次 出现还是在 2017 年光纤行业的黄金时代。 但这一次，驱动力完全不同。 说明一下，本文中提到的这些价格和数据，都是参考业内公开可查的资料。 一、这三个月发生了什么 先看一下中邮证券的调研数据，感受一下这波涨价有多猛： G.652D （最普通的单模光纤）：从 18 元/芯公里 → 85-120 元/芯公里，涨幅 450-567% G.657. A2 （弯曲不敏感光纤）：从 35 元/芯公里 → 210-230 元/芯公里，涨幅 557% G.654. E （超低损耗光纤）：涨幅更是突破天际 这不是某个地区的个别现象。全球最大的光纤公司康宁（Corning），今年 2 月跟 Meta 签了一个 60 亿美元的长期供应协议。 这里列一下常见的单模光纤的型号和用途。 型号 名称/特性 主要 ...

Market Overview - Major indices showed positive performance with the STAR Market 50 up by 1.72%, ChiNext Index up by 1.66%, Shenzhen Component Index up by 1.23%, North Star 50 up by 1.12%, and Shanghai Composite Index up by 0.64% [1] - The TMT sector led the gains with SW LED increasing by 10.87%, SW Panel by 4.86%, and SW Optical Components by 3.79% [1] - Conversely, the TMT sector also saw declines with SW Discrete Devices down by 0.58% and SW Passive Components down by 0.04% [1] Domestic News - Nisi Semiconductor has established the world's first 35-micron power semiconductor ultra-thin wafer process and packaging testing production line, significantly improving device efficiency and thermal performance for applications in electric vehicles and 5G base stations [2] - A blockchain-specific acceleration chip developed by a research team has achieved a 50-fold performance improvement, addressing the computational bottleneck in large-scale blockchain networks, and has been applied in 16 central ministries and 27 central enterprises [2] - The African smartphone market is projected to see a 14% year-on-year increase in shipments in Q4 2025, reaching 23.1 million units, with Honor achieving double-digit growth for the second consecutive year [2] - Shenghui Integrated announced that its subsidiary in Thailand has won a project order worth approximately 242 million RMB (pre-tax) [2] Overseas News - Samsung Electronics confirmed that DRAM prices will rise by over 100% in Q1, initially projected to increase by 70% due to surging demand from AI applications [3] - Counterpoint Research forecasts that the average price of new smartphones in China will increase by 15%-25% after March, marking the largest collective price adjustment in five years [3] - The price of G.652D single-mode optical fiber has surged nearly 650% from 18 RMB/km at the beginning of the year to a current price of 85-120 RMB/km [3] - With the rise of generative AI, data centers are facing challenges in transmission density and energy efficiency, leading to a shift towards Micro LED CPO solutions that significantly reduce energy consumption [3] AI Insights - Google has opened its previously experimental Canvas feature to all users in the U.S., marking a shift in its search capabilities towards a comprehensive creative platform [4] - MiniMax has released Music 2.5+, which adds pure music creation capabilities across various styles, suitable for meditation, sleep aid, and advertising [4] - CoreWeave has entered a long-term strategic partnership with AI search company Perplexity to utilize its cloud computing resources for AI inference workloads [4] - Flowith has completed a multi-million dollar seed round of financing to develop an "action-oriented" operating system for the Agentic AI era [4] Industry Tracking - Starfire Space has successfully conducted the first full-system test of its "Flame II" electric pump cycle rocket engine, validating the feasibility of this technology in domestic engines [5] - A brain-machine interface has been introduced at a rehabilitation center, allowing patients to control external devices through brain signals captured by EEG equipment [5] - Deepen AI has launched a Visual-Language-Action tool aimed at providing data toolchains for robotic teams, integrating various data types for structured action outputs [5] - A new high-speed precision cutting device developed by Shougang Engineering has successfully achieved stable and precise cutting of ultra-thin steel strips at a speed of 60m/min [5]