text"]":["Huatai Securities: Spotlight on the AI Computing Power Chain & Telecom Operators within the Communications Sector
2025-11-12 / Read about 0 minute
Author:小编   

Using 137 listed companies in the communications sector as our sample set, the industry as a whole exhibited robust and steady growth in the third quarter of 2025. Total revenue saw a year-on-year uptick of 5.2%, while net profit attributable to parent company shareholders surged by 12.3% compared to the same period last year. Looking forward to the fourth quarter of 2025 and into 2026, a surge in global investment in AI computing power is projected to propel significant growth in net profit attributable to parent company shareholders within the optical communications sector. The telecom operator segment is expected to continue its steady growth path. The ICT equipment and IDC sectors are poised to gain from increased capital expenditures by internet behemoths. The copper connectivity sector is anticipated to witness capacity expansions, potentially driving growth in net profit attributable to parent company shareholders. In the realm of fiber optic cables, the demand for hollow-core fibers, submarine cables, and DCI (Data Center Interconnect) solutions merits attention.

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