The organization expects the global supply and demand gap for optical fibers to widen. The F5G concept "Group Hi," and Pingzhi Information's "20CM" hit the daily limit.

On April 8th, fiber optic concept stocks continued to rise in the afternoon, with HuaZhu Laser (002008.SZ) hitting the daily limit for the first time, component stock Huiyuan Communications (000586.SZ) hitting the limit for four consecutive days, Tongding Interconnection (002491.SZ) hitting the limit for two days, and Changxin Bochuang (300548.SZ), Guangyun Da (300227.SZ), Yongding Co., Ltd. (600105.SH), Far East Co., Ltd. (600869.SH), Jepter (688025.SH), Shijia Photonics (688313.SH), LuoBotek (300757.SZ) and others following the upward trend.

In addition, related F5G concepts surged significantly, with component stock Pingzhi Information (300571.SZ) achieving its first limit-up, Mingpu OptoMagnetics (002902.SZ) and Cambridge Technology (603083.SH) hitting the limit, and Dongtian Micro (301183.SZ), Anlu Technology (688107.SH) and others following the rally.

From a news perspective, as of April 6, 2026, the global fiber optic market driven by AI data center construction and geopolitical demand confirmed a further wave of price increases. The latest data shows that the price of G652.D fiber optic cables in the Chinese market has increased by over 400% from last year’s lows, and institutions expect the global supply-demand gap to expand to 15% in 2026-2027.

Previously, UBS’s latest research report cited data from industry research firm CRU, indicating that the price of European G652.D bare fiber optic cables reached €7.94 per kilometer in March, approximately $9.1, representing a 136% increase month-on-month since January and a 159% increase year-on-year.

China Galaxy Securities suggests that the current round of fiber optic cable price increases is mainly driven by three emerging demands: first, the large-scale construction of AI data centers leading to increased connectivity needs; second, the rapid growth of specialized applications such as fiber optic drones; third, ongoing expansion of overseas infrastructure markets driving export demand. These demands are large-scale, with product structures evolving toward high-end and specialized products, indicating that the fiber optic industry may experience a structural transformation.

Guotai Haitong Research believes that the proportion of fiber demand driven by AI in data centers and DCI (Data Center Interconnect) scenarios is expected to surge from less than 5% in 2024 to 35% in 2027, continuously boosting global fiber demand. The demand for G.654.E, hollow-core fiber, multi-core fiber, and high-density multimode fiber will grow rapidly.