The surge in computing power demand accelerates fiber optic price increases; the F5G concept rebounds and warms up, and Riscon hits the daily limit.

(Source: Caixin)

F5G, as the fifth-generation fixed fiber optic network, achieves gigabit-level ultra-high-speed and low-latency connections. It is the core of ground network upgrades and is currently benefiting from the dual gigabit policy, leading to accelerated market expansion.

On March 19, the F5G concept experienced a surge, with Reecounda (603803.SH) hitting the daily limit at one point. As of the latest report, constituent stocks Huagong Technology (000988.SZ) and DekeLi (688205.SH) rose over 5%, while Shijia Photonics (688313.SH), Guangxun Technology (002281.SZ), Mingpu Optoelectronics (002902.SZ), Feiling Keshi (301191.SZ), Taichen Optoelectronics (300570.SZ), and others followed the upward trend.

In terms of news, recently, the domestic fiber optic market has received significant signals. The most widely used G.652.D single-mode fiber in communication and computing applications has seen some manufacturers’ prices break through 50 yuan per core kilometer, with the market average stabilizing above 40 yuan, reaching a seven-year high. Since the end of 2025, retail prices for fiber optic cables have been rising continuously, with cumulative increases of 94% to 144% by February 2026. The prices of special fibers have risen even more rapidly, with G.657.A2 used in military and data centers reaching 60-70 yuan per core kilometer, and ultra-low-loss G.654.E soaring to 240-260 yuan per core kilometer, with monthly increases maintained at 30%–40%. Behind this price surge are exploding demands driven by AI computing power and drone applications, coupled with rigid supply-side constraints.

F5G, as the fifth-generation fixed fiber optic network, enables gigabit-level ultra-high-speed and low-latency connections. It is the core of ground network upgrades and is currently benefiting from the dual gigabit policy, leading to rapid market expansion.

Guotai Haitong Securities’ research report states that the rigid demand for ultra-high bandwidth and low latency in intelligent computing centers makes them the main engine for fiber demand growth, directly reshaping the demand logic of the fiber industry. Compared to traditional data centers, a single intelligent computing center’s fiber demand can be several times or even ten times higher. A typical GPU cluster with ten thousand cards requires tens of thousands of core kilometers of fiber for internal server interconnection alone. The demand for fiber in AI-driven data centers and Data Center Interconnect (DCI) scenarios is expected to surge from less than 5% in 2024 to 35% by 2027.