Fiber optics and F5G concepts surge significantly; Weike Technology hits the "20CM" daily limit in the afternoon. Institutions predict global fiber optic demand will rise by 2027.

(Source: Caixin News)

          Component stocks Mingpu Guangci, Huarui Technology, TeFa Information (rights protection), Gongjin Co., Ltd., and others hit the daily limit, while DekoLi, Fiberhome Technologies, Changxin Bochung, Hengtong Optic-Electric, ZTE and others followed suit to move up and hit the limit.            

On March 25, the F5G concept surged sharply. As of the time of this release, component stocks such as Mingpu Guangci (002902.SZ), Huarui Technology (603042.SH), TeFa Information (000070.SZ), and Gongjin Co., Ltd. (603118.SH) hit the daily limit, while DekoLi (688205.SH), Fiberhome Technologies (002281.SZ), Changxin Bochung (300548.SZ), Hengtong Optic-Electric (600487.SH), ZTE (600498.SH) and others followed suit to move up.

In addition, related fiber optic concepts also rose sharply. In the afternoon, Weike Technology (301196.SZ) hit the “20CM” daily limit. Previously, Feitian Optical Fiber (601869.SH) and Tongding Interconnection (002491.SZ) came in with a two-day streak hitting the daily limit. On the news front, in March, amid demand resonance from drones and AIDC construction, the price of G.657.A2 optical fiber has already broken through 210 yuan per core-kilometer, completely shattering the historical price ceiling.

Also, recently, during Huawei China Partner Conference 2026, an all-optical summit themed “Optical Intelligence and Co-Integration, Accelerating AI Universal Connectivity with F5G-A All-Optical Networks” was successfully held in Shenzhen. Huawei released F5G-A All-Optical Network’s top 10 new products: based on an industrial strategy of “Optical Intelligence and Co-Integration,” Huawei focuses on industries and key scenarios across three types of markets: NA, commercial, and distribution; it fully upgrades the F5G-A All-Optical Network solution, and creates 10 innovative solutions and products such as an all-optical intelligent substation for power, an AI F5G-A all-optical industrial park, and a distribution store “Bao” package set.

China Galaxy Securities said that with high growth in demand and a relatively long capacity expansion cycle, the industry’s competitive landscape is clear. It is optimistic about the sustainability of price increases for optical fiber and optical cables: currently, the optical fiber and optical cable market faces reasons such as the rapid development of AI and computing power networks and the high difficulty of capacity expansion, resulting in continued price increases for optical fiber. On the demand side, intelligent computing centers have seen a significant increase in demand for DCI, all-optical networks, and more. According to CWW and CRU data, in 2025, global demand for optical fiber and optical cables increased year-on-year by 4.1%. The total demand for data center optical fiber and optical cables increased year-on-year by 75.9%. In the future, this will drive global optical fiber demand to climb to 880 million core-kilometers by 2027. At the same time, on the supply side, due to the relatively long capacity expansion cycle for global optical preforms (the expansion cycle for optical fiber preforms is about 2 years), but against a backdrop of price pressure earlier, overall capacity expansion has been comparatively conservative. Moreover, at present, the market is generally leaning toward specialty optical fibers. Combined with demand and supply, we believe that optical fiber and optical cable prices still have upside potential.

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