Fiber optic exports in February surged by 126.8%, with overseas markets rushing to buy Chinese fiber optics. Suppliers are now in a state where selling is no longer a concern.

According to a research report from Citic Securities Construction Investment, in February this year, China’s exports of optical fibers totaled 3,779.9 tons, with a value of 790 million yuan; year over year, they increased by 63.6% and 126.8%, respectively. If converted into kilometer equivalents, the country exported about 25.2 million fiber-kilometers of optical fiber that month, accounting for around 65% of China’s monthly effective optical-fiber production. If we add the optical fibers included in cable exports, the export share will rise further.

Judging from export value, the transmission of optical-fiber price increases to performance is not expected to be very evident in the first quarter yet. Currently, overseas buyers are rushing to purchase optical fibers produced in China, and domestic optical-fiber suppliers are in a “not worried about sales” situation, so there is no need to overthink the optical-fiber centralized procurement conditions of China’s telecom operators.

Overall, demand for optical fibers is being pushed higher by overseas telecom networks, AI, drones, and other areas working together, driving prices to keep climbing. The industry is in a high-visibility business cycle, and Citic Securities Construction Investment continues to recommend the optical-fiber sector.

Statement: The market involves risks; investment requires caution. This article is generated by AI based on third-party data for reference only and does not constitute personal investment advice.