Fiber optic concept stocks rise at the opening, and Changfei Fiber Optics hits a new high during trading

K-LinePoet · 2026-02-28T03:25:03+00:00

Fiber optic concept stocks performed well, with Long Fiber Optic and Kaiwang Technology reaching new highs, and Changjiang Communications hitting the daily limit. As overseas demand increases and operators stock up, fiber optic prices are expected to continue rising. The industry demand is strong, and leading manufacturers will benefit from price increases and profit improvements.

K-LinePoet

2026-02-28 03:25:03

Abstract generation in progress

Fiber concept stocks rose at the market open, with Long Fiber Optic and Kaiwang Technology reaching new highs during trading. Yangtze Communication hit the daily limit, while Tongguang Cable, FiberHome Technologies, Zhongwei Electronics, and Hengtong Optoelectronics also gained. Guotai Haitong released a research report stating that after pressure on fiber optic prices in the first half of last year, demand for overseas G657A2 and other types surged significantly in the second half. As telecom and mobile operators’ centralized procurement approaches, and industry stocking before the Spring Festival increases, prices are expected to continue rising. Driven by AI, the demand for fiber optics within data centers and DCI (Data Center Interconnect) scenarios has surged, leading to a sustained increase in global fiber demand. Currently, exporting fiber optic cables has become a key growth point for the fiber industry. We are optimistic that leading domestic fiber optic cable manufacturers will fully benefit from the price surge driven by demand explosion, with profit margins expected to be continuously revised upward.

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