The concept of fiber optics "explodes" again, with Yangtze Optical Fiber reaching the daily limit and hitting a new all-time high

(Source: Caixin)

          Scientists at University College London in the UK have set a new record for the current commercial fiber-optic data transmission speed—(450 Tb/s). This speed is equivalent to 10 times that of existing commercial networks.            

On April 2, the fiber-optic concept continued to strengthen, with Longfei Fiber (601869.SH) once touching the daily limit intraday; Tefa Information (000070.SZ) and Hengtong Optoelectronics (600487.SH) rose by more than 6%; and they continued to hit record highs. Previously, Huamai Technology (603042.SH) and Huyuan Communications (000586.SZ) hit the daily limit, while Chengyitong (300430.SZ), Tongding Interconnection (002491.SZ), and Zhongtian Technology (600522.SH) and others also followed suit.

On the information front, according to reports, scientists at University College London in the UK have set a new record for the current commercial fiber-optic data transmission speed—(450 Tb/s). This speed is equivalent to 10 times that of existing commercial networks.

In addition, a research report from CITIC Construction Investment Securities states that in February this year, China exported 3,779.9 tons of optical fiber, with a value of 790 million yuan, up 63.6% and 126.8% year over year. If converted into kilometers, in February China exported about 25.20 million core-kilometers of optical fiber, accounting for around 65% of China’s monthly effective fiber output.

Besides that, in the domestic optical-fiber market, some manufacturers’ quotes for G.652.D single-mode optical fiber have broken through 50 yuan per core-kilometer, with the market average price holding steady above 40 yuan, hitting the highest level in nearly seven years. Retail prices of fiber-optic cables have continued to rise since the end of 2025. GF Securities said that the tight supply situation on the supply side cannot be eased in the short term, and fiber-optic prices are expected to continue rising.

Industry insiders believe that the sharp rally in the fiber-optic sector is mainly driven by rising fiber-optic prices and the explosive surge in AI computing power demand.

A research report from China Galaxy Securities states that on the demand side, intelligent computing centers have seen a significant increase in demand for DCI (data center interconnection) and all-optical networks. According to CWW and CRU data, in 2025 global demand for fiber-optic cables is expected to grow by 4.1% year over year, and the total demand for data-center fiber-optic cables will increase by 75.9% year over year. In the future, this will drive global fiber demand to rise to 880 million core-kilometers by 2027. On the supply side, because the global expansion cycle for optical fiber preforms is relatively long (the expansion cycle for optical fiber preform rods is about 2 years), but given that overall capacity expansion has been relatively conservative under prior pricing pressure, and the market is currently tilted toward specialty optical fibers, the institution believes that fiber-optic cable prices still have room to increase.

Open Source Securities believes that “AIDC construction, DCI interconnection, and drone demand” create a triple resonance for fiber-optic demand. From the supply side, optical preforms have characteristics such as a long expansion cycle and difficulty in expanding output, leading to a situation of supply not meeting demand that may continue, so fiber-optic prices may also continue to rise.

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