Lonchi Fiber Optic Cable Rises Over 5% in Morning Trading; Significant Growth in Fiber Optic Cable Demand Drives Industry Price Increases

SadMoneyMeow · 2026-03-18T07:28:49+00:00

Changhui Fiber Optic Cable stock rebounds over 6%, influenced by growing industry demand and price increases. Galaxy Securities points out that operator centralized procurement shows price caps and price increases, indicating widespread shortages of fiber optic cables; Guosen Securities emphasizes tight capacity for high-specification optical fiber, low customer price sensitivity, and pushes upward pricing trends.

SadMoneyMeow

2026-03-18 07:28:49

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FiberHome Fiber Optic Cables (06869) rebounded more than 6%. As of the time of writing, the stock price increased by 5.43%, currently trading at HKD 147.60, with a turnover of HKD 2.022 billion.

Galaxy Securities pointed out that demand in the fiber optic cable industry has grown significantly, leading to substantial price hikes across the sector. Operators have experienced consecutive bid cancellations and price increases, with some product bid limits rising by up to 100% within two months. The increase in bid prices reflects a widespread market trend of significant price adjustments for fiber optic cables; additionally, these tenders are for emergency procurement projects, which are more short-term. Combined with previous tenders paused due to project changes, this suggests that shortages of fiber optic cables are becoming quite common.

Guosheng Securities believes that with rising demand from drones and AIDC fiber needs, high-specification fiber capacity is tight. In a supply-demand imbalance, customers are less sensitive to prices, fueling this steep price increase. Meanwhile, leading manufacturers are prioritizing shifting limited capacity to produce high-value-added fibers, which has caused capacity squeeze on standard fibers (G.652.D) used in traditional broadband and other fields. Furthermore, with various agents emerging, token usage is rapidly expanding, which could further boost traditional telecom traffic demand and, in turn, drive demand and prices for traditional fiber optic cables.

(Edited by: Dong Pingping)

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