Domestic optical fibers see a global "explosion in orders," with some product prices soaring by 650%, and orders extending into the first quarter of next year

This year, the domestic optical fiber industry has seen a rare phenomenon of "simultaneous increase in volume and price," with some optical fiber product prices skyrocketing by 650%, and orders have been scheduled until the first quarter of next year. Jiangsu HTGD's optical fiber production and sales volume in the first quarter increased by more than 35% year-on-year, with overseas sales growth exceeding 55%. The price increase is mainly driven by the surge in demand for AI computing power and data centers, with spot prices significantly rising, and the price of mainstream G.652.D single-mode optical fiber rising from less than 20 yuan to 83.4 yuan per core kilometer