Driven by a surge in demand for computing power, both the volume and prices of new optical fiber and cable products have witnessed an uptick globally, leading to a general expectation of performance growth among related companies in the first half of the year. On July 14, several optical communication firms released forecasts indicating significant performance improvements for the first half of the year. Yangtze Optical Fibre and Cable Joint Stock Limited Company announced that it anticipates its net profit for the first half of 2026 to range between RMB 2.4 billion and RMB 3 billion, marking a year-on-year increase of 711% to 914%. Suzhou Dongshan Precision Manufacturing Co., Ltd., in a disclosure made the same evening, projected its net profit for the first half of the year to be between RMB 2.9 billion and RMB 3 billion, representing a year-on-year surge of 282.58% to 295.78%.

With the relentless rise in demand for AI computing power, the optical fiber and cable industry's prosperity continues to soar. Since the fourth quarter of 2025, optical fiber prices have been steadily climbing, reflecting robust demand and a tight supply situation within the industry. Presently, the spot market's buoyancy continues to be affirmed.