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The fiber optic sector surged again in the afternoon, with multiple stocks hitting record highs. Tefa Information and Changjiang Communication hit the daily limit, Longfei Fiber Optic rose over 5%, Huiyuan Communication achieved five consecutive limit-ups, and Yongding Shares, Optoelectronic Shares, Tongguang Cable, and others led the gains.
Driven by AI data centers and geopolitical demand, fiber optic prices continue to rise, with G652.D fiber optic prices increasing over 400% from last year's lows. Institutions expect the global supply-demand gap to expand to 15% by 2026-2027, indicating the industry’s continued high prosperity.