The buildout of computing power and data centers is fueling a robust profit recovery across the optical fiber industry chain. According to data from the National Bureau of Statistics, from January to September 2026, profits in the optical fiber manufacturing and optical cable manufacturing sectors surged by 5.7 times and 1.1 times, respectively. In the A-share market, several leading listed optical fiber companies have reported strong earnings growth. Statistics show that in the first three quarters of 2026, 15 concept stocks achieved net profit growth exceeding 40% (including those that turned losses into profits). Hangdian Cable, Tongding Interconnection, and Huamai Technology all swung from losses to profits, while Yangtze Communications, YOFC, Hangdian Cable, Xinde New Materials, Hengtong Optic-Electric, and others posted doubled net profit growth. On the capital side, as of the close on November 5, institutional investors had made net purchases exceeding 10 million yuan in seven optical fiber concept stocks since the start of November, with YOFC and Hengtong Optic-Electric leading at 291 million yuan and 283 million yuan, respectively.