A key Chinese optical fiber manufacturer reports a 35% year-over-year increase in output and sales for the first quarter of 2026. Overseas sales have spiked by more than 55%, driven by strong demand from North America and Southeast Asia. The order backlog is now full through the first quarter of. Recently, China Mobile's centralized procurement results of ordinary optical cables from 2021 to 2022 have been released. If you don't buy today, the price will go up tomorrow. In 2024, there was a global shortage of chips; in 2025, transformers were in short supply worldwide; in 2026, optical fibers became the new scarce commodity. Since the beginning of. A-share Market Movement: Fiber optic concept stocks collectively gained strength, with Changfei Fiber Optics hitting another all-time high; some products surged 650% in price this year.
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