Some Chinese fiber optic prices have increased by over 400%. Concept stocks continue to surge, with Xineng Taishan hitting 8 consecutive limit-ups in 10 days.

On April 7, the fiber-optic concept continued to see volatile gains. As of the time of writing, Huiyuan Communications (000586.SZ) has delivered three consecutive daily limit-ups, Hua Mai Technology (603042.SH) has delivered two consecutive daily limit-ups over three days, and Xinneng Taishan (000720.SZ) has delivered eight limit-ups in ten days. Fairness Victory (000890.SZ), Tongding Interconnection (002491.SZ), and others hit the daily limit-ups, while Changxin Bochuang (300548.SZ), Quartz Holdings (603688.SH), Aviation Industry Hi-Tech (002179.SZ), Sanfu Shares (603938.SH), and others also followed higher.

On the news front, as of April 6, 2026, the global fiber-optic market price-increase wave driven by AI data center construction and geopolitical demand was further confirmed. Latest data shows that in the China market, the price of G652.D optical fiber has risen by more than 400% from last year’s low. Institutions expect the global supply-and-demand gap for 2026–2027 to expand to 15%.

Earlier, UBS’s latest research report cited industry research institutions including CRU data, saying that in Europe, the price of bare G652.D optical fiber reached 7.94 euros per optical-fiber kilometer in March (about 9.1 USD). Compared with January, it rose 136% month-on-month, and compared with the same period last year, it rose 159% year-on-year.

On the technical side, according to reports, scientists from University College London set a new record for the current commercial optical-fiber data transmission speed—450 terabits per second (Tb/s). This speed is equivalent to ten times that of existing commercial networks.

A research report from China Galaxy Securities states that on the demand side, the amount of demand for DCI (data center interconnect) and all-optical networks from intelligent computing centers has increased significantly. According to CWW and CRU data, in 2025, global demand for fiber-optic cables increased by 4.1% year-on-year, while total demand for fiber-optic cables from data centers increased by 75.9% year-on-year. In the future, it will drive global fiber-optic demand to rise to 880 million fiber-kilometers by 2027. On the supply side, because the global optical-rod capacity expansion cycle is relatively long (the optical fiber preform expansion cycle is about 2 years), but against the backdrop of earlier price pressure, overall capacity expansion has been relatively conservative, and the market is currently leaning toward specialty optical fibers. Combining demand and supply on both ends, the institution believes that the pricing of fiber-optic cables still has room to increase.

A research report from Guotai Junan and Haitong Securities argues that the share of fiber-optic demand in AI-driven data center internal and DCI (data center interconnect) scenarios is expected to surge from less than 5% in 2024 to 35% in 2027, driving continued increases in global fiber-optic demand. Demand for G.654.E, hollow-core fiber, multi-core fiber, and high-density multi-mode fiber will grow rapidly.