--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/38975313.md" description: "$YOFC(06869.HK)Optical fiber and cable surge again: Continuous price increases confirm earlier judgments, with A-shares moving in sync. AI optical interconnect drives high growth, industry recovery accelerates, firmly optimistic [Tianfeng Communications]. Optical fiber and cable have been rising continuously recently, with overseas Corning showing strong performance. #Loose fiber prices have been rising recently, and the telecom tender failure confirms earlier judgments. Subsequent telecom renegotiations are highly likely to result in a significant price increase compared to before.Currently, demand for optical fiber and cable is hot, with the 652D & 657 loose fiber market seeing continuous price increases. Data center demand is expected to become a segmented scenario driving high-speed growth in overall fiber demand for the coming years. #657A1/A2 is currently in short supply in overseas markets. Drone demand far exceeds expectations, providing good opportunities for domestic companies to go global with strong price growth sustainability. Loose fiber prices continue to rise, having more than doubled from the bottom (price can bring significant profit elasticity), and the industry level is expected to see a reversal. Telecom tender failure #proves the overall high price trend on one hand and strengthens overall price increase expectations, driving profit elasticity further upward on the other. AI-driven demand for optical fiber and cable continues to increase, potentially sustaining price hikes. META and Corning sign major contract.We believe: ① The role of data centers in driving high growth in fiber demand is clearer, an important trend; ② Corning's production capacity itself is very tight, and after CSP giants lock in supply, domestic manufacturers have great opportunities in the overseas market; ③ Overseas 657A1 prices are expected to continue rising, driving profit elasticity. AI drives continuous increase in demand for optical fiber and cable, with production capacity tilting towards AI/specialty fibers. Due to increased AI demand, such as the volume increase of multi-mode, ultra-low loss fibers, and the gradual application of new high-value products like hollow-core fibers, coupled with drone demand exceeding expectations, production capacity is tilting towards 657. Retail 652 prices have already reacted first. Structurally, G657 fiber demand growth is high, North American demand is strong, and price increase momentum may be stronger. 657 prices keep rising, and North American market prices are already significantly higher. This also provides opportunities for domestic manufacturers to go global, as overseas manufacturers like Corning and Fujikura cannot supply enough fiber. Overseas capacity utilization is high, while domestic overall capacity control is good, with a long expansion cycle for preforms. Currently, overall capacity utilization of overseas manufacturers is already high, with fiber shortages appearing in North American data centers; domestic manufacturers' capacity utilization is also high, and new preform plant expansion cycles take about 1.5-2 years.Focus on core targets: Hengtong Optic-Electric Co., Ltd., Zhongtian Technology, Yangtze Optical Fibre and Cable, FiberHome Telecommunication Technologies Co., Ltd., Tongding Interconnection Information Co., Ltd., etc." datetime: "2026-03-02T02:10:53.000Z" locales: - [en](https://longbridge.com/en/topics/38975313.md) - [zh-CN](https://longbridge.com/zh-CN/topics/38975313.md) - [zh-HK](https://longbridge.com/zh-HK/topics/38975313.md) author: "[佩宁渊瑾财商成长系](https://longbridge.com/en/profiles/17154496.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38975313.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38975313.md) # $YOFC(06869.HK)Optical fiber and cable surge again… ### Related Stocks - [HTGD (600487.CN)](https://longbridge.com/en/quote/600487.CN.md) - [YOFC (06869.HK)](https://longbridge.com/en/quote/06869.HK.md) - [YOFC (601869.CN)](https://longbridge.com/en/quote/601869.CN.md) - [FiberHome (600498.CN)](https://longbridge.com/en/quote/600498.CN.md) - [ZTT (600522.CN)](https://longbridge.com/en/quote/600522.CN.md) - [TDii (002491.CN)](https://longbridge.com/en/quote/002491.CN.md) ## Comments (2) - **安德森 · 2026-03-02T02:16:57.000Z · 👍 1**: The liquidity argument for this stock is very poor. - **佩宁渊瑾财商成长系** (2026-03-02T02:29:38.000Z): It's not very good, but there are few good-performing stocks in the Hong Kong market right now, so just do something with HKD for now~