CITIC Securities: Continually Optimistic About Investment Opportunities in the Optical Fiber and Cable Industry

MetaMuskRat · 2026-03-26T23:40:21+00:00

CITIC Securities research reports show that since Q3 2025, Chinese fiber optic prices have continued to rise due to increased demand and relatively tight supply. It is expected that AI-driven fiber optic demand will continue to grow, and the industry is entering a stage of "tight supply with rising volume and prices," recommending the fiber optic cable sector.

MetaMuskRat

2026-03-26 23:40:21

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People’s Financial News, March 27 — CITIC Construction Investment reports that since the third quarter of 2025, fiber optic prices in the Chinese market have continued to rise, reflecting strong demand and overall tight supply. Overseas demand is robust, with strong export performance, indicating high global demand for fiber optic cables. CITIC Construction Investment expects that AI will drive sustained high demand for fiber optics: first, global demand for optical modules is expected to significantly increase by 2026, which will also boost fiber demand; second, fiber demand is expected to grow substantially in 2027 with scale-up; third, DCI will also generate substantial demand. Currently, the fiber optic cable industry has shifted from recovery to a stage of “tight supply, rising volume and prices.” As a capital-intensive industry, CITIC Construction Investment predicts that short-term capacity expansion will be difficult, so prices are likely to continue rising. We continue to recommend the fiber optic cable sector.

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