Communications Equipment

FiberHome

FiberHome released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 4.51 B, actual EPS CNY 0.03

FiberHome released FY2025 Q4 earnings on April 24 Pre-Market (BJT), actual revenue CNY 7.847 B, actual EPS CNY -0.0607

FiberHome released FY2025 Annual Earnings on April 24 Pre-Market (BJT), actual revenue CNY 24.92 B (forecast CNY 30 B), actual EPS CNY 0.36 (forecast CNY 0.76)

FiberHome to Release FY2026 Q1 Earnings Report on April 30 After-Market BJT

FiberHome to release FY2025 earnings report on April 25 Pre-Market (BJT), forecast revenue CNY 30 B, EPS CNY 0.76

China Mobile Successfully Completes Sichuan's First 800G Live Network Trial with 烽火通信

FiberHome released FY2025 Q3 earnings on October 29 After-Market BJT, actual revenue CNY 5.955 B, actual EPS CNY 0.1902

FiberHome released FY2025 9 Months Earnings on October 29 After-Market BJT, actual revenue CNY 17.07 B, actual EPS CNY 0.4203

FiberHome FY2025 Q3 Earnings Release on October 30 After-Market BJT

FiberHome released FY2025 Q2 earnings on August 22 After-Market (BJT), actual revenue CNY 7.068 B, actual EPS CNY 0.1801

FiberHome released FY2025 Semi-Annual Earnings on August 22 After-Market (BJT), actual revenue CNY 11.12 B, actual EPS CNY 0.24

FiberHome to Release FY2025 Semi-Annual Earnings on August 23, 2025 (BJT)

Fiberhome Makes Breakthrough in Hollow-Core Fiber Technology

FiberHome achieves technological breakthroughs in optical communication and computing services

烽火通信 Publishes International Patent for Thin Multimode Fiber

Fiberhome Achieves Major Breakthrough in Radiation-Resistant Optical Fiber Cable R&D

FiberHome Communications Received A-Rated ESG Evaluation

FiberHome Showcases Technological Advances in Smart Fields

烽火通信 wins Chengdu Metro Line 2 Communication System Upgrade Project

烽火通信 Obtains Patent for Eliminating Electromagnetic Interference

600487

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

腾讯新闻 - 财经

HTGD

CITIC SEC

TDii

CITIC Securities Co., Ltd.

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

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YCIG announced that FiberHome Technology intends to transfer its 17.20% stake in the company (56,682,297 A shares) to Xinke Technology without compensation. After the transfer, FiberHome Technology will no longer hold shares in the company, and Xinke Technology will hold those shares. This transfer will not affect the company's controlling shareholder and actual controller, which remain Telecom Institute and China Information Communication Technology Group

36Kr

YCIG

Yangtze Communication: FiberHome Technology plans to transfer 17.20% of its shares to Xinke Technology for free

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According to data from the National Bureau of Statistics, the PPI in March 2026 increased by 0.5% year-on-year, ending a 41-month declining trend. The price of optical fiber manufacturing rose by 76.1% year-on-year, influenced by the expansion of "AI+" and the growth in computing power demand. Prices in industries such as non-ferrous metals and petroleum have risen, improving the market supply-demand relationship and optimizing competitive order. The manufacturing prices of photovoltaic equipment and lithium batteries have also increased

AASTOCKS

YOFC

Fullgoal CSI Communication Equipment Thematic ETF

Guotai CSI All Share Communications Equipment ETF

National Bureau of Statistics: The demand for "AI+" is rapidly growing, and the price of optical fiber manufacturing in March increased by 76.1% year-on-year

Entering March, the price of G.657.A2 fiber has broken through 210 yuan/core kilometer, reaching a new all-time high. China Galaxy Securities pointed out that affected by the rapid development of AI and computing power networks and the difficulty of expanding production, the price of the fiber optic cable market continues to rise, and the demand for DCI and all-optical networks from intelligent computing centers has surged

Wallstreetcn

Demand Surges, Fiber Optic Cable Prices Break Historical Ceiling

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Currently, the demand for optical fibers is recovering, driving up prices. UBS believes that the industry experienced a similar scenario in 2017, where a significant expansion in production followed a price increase driven by rising demand. However, the actual pace of demand did not meet expectations, while production capacity was released as scheduled, leading to a sharp decline in the stock prices of optical fiber and related companies. Whether this cycle can lead to a different outcome largely depends on the level of self-discipline on the supply side

- The optical fiber industry is experiencing a price increase driven by recovering demand, reminiscent of the cycle from 2017 to 2018.  
- UBS reports predict significant revenue growth for Yangtze Optical Fibre from 2024 to 2026, with key factors being rising data communication needs and stable supply levels.  
- Future price stability hinges on the industry's ability to manage capacity expansion, as aggressive growth could lead to a repeat of past overcapacity issues.

ZHONG FU TONG

ETERN

SDGI

FEILIHUA

History is always surprisingly similar: Can the optical fiber supercycle continue? Capacity expansion is the biggest concern

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36Kr learned that the three major A-share indices opened lower collectively, with the Shanghai Composite Index down 0.55%, the Shenzhen Component Index down 0.52%, and the ChiNext Index down 0.6%; new stock Goode opened more than 117.24% higher on its first day of listing; the energy, precious metals, and communication equipment sectors led the decline, with Geo-Jade Petroleum down over 9%, WESTERN REGION GOLD and FiberHome down over 2%; the automotive and airport sectors strengthened, with BYD up over 1% and Shanghai Airport up 0.37%

Geo-Jade Petroleum

WESTERN REGION GOLD

Goode

The three major A-share indices opened lower collectively, with energy stocks declining

At MWC 2026 in Barcelona, FiberHome showcased its theme "Connecting the Bright Intelligent Future," highlighting three strategic areas: optical computing infrastructure, limitless intelligent network connectivity, and enhanced industrial intelligence. The company introduced solutions addressing critical challenges in data centers, including space constraints and heat management, improving deployment efficiency by 70%. FiberHome also launched compact, high-efficiency antennas and provided end-to-end optical vehicle systems. Their integrated AI solutions enhance industrial intelligence across various sectors, aiming for a collaborative, intelligent future.

prnewswire

13:46 ETMWC 2026 丨 Konvergenz optischer Intelligenz: Connecting the Bright Intelligent Future (Verbindungen für eine strahlende, intelligente Zukunft)

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In the morning, the main funds had a net inflow into sectors such as electronics, power equipment, and machinery, while there was a net outflow from sectors like non-ferrous metals, oil and petrochemicals, and agriculture, forestry, animal husbandry, and fishery. Specifically, individual stocks saw net inflows of 4.617 billion yuan, 2.441 billion yuan, and 2.38 billion yuan for Eoptolink, HGTECH, and Stonehill Technology, respectively. On the outflow side, XTC, Teamsun, and FiberHome faced sell-offs of 842 million yuan, 767 million yuan, and 668 million yuan. (First Financial)

Stonehill Technology

Eoptolink

HGTECH

Teamsun

In half a day, main funds increased their positions in electronic stocks and sold off non-ferrous metal stocks

FiberHome showcased its innovations at MWC 2026 in Barcelona under the theme "Connecting the Bright Intelligent Future." The company highlighted advancements in optical-computing infrastructure, intelligent network connectivity, and industrial intelligence. Key solutions include an all-scenario optical interconnect component, energy-efficient cooling systems, and compact high-efficiency antennas. FiberHome also introduced AI-driven solutions for various industries, emphasizing its commitment to AI-ICT integration and collaboration for a smarter future.

10:30 ETMWC 2026 丨 Optical Intelligence Convergence: Connecting the Bright Intelligent Future

The 2026 MWC in Barcelona features FiberHome's theme 'Connecting the Bright Intelligent Future' with 10 innovative technologies. Highlights include ultra-low loss optical fibers, intelligent submarine cables, and AI-enabled network operations. FiberHome aims to enhance optical communication and AI-ICT integration, showcasing advancements in optical-computing infrastructure and intelligent networks. The company emphasizes its role in driving digital transformation across industries, with solutions that improve efficiency and reduce costs. Visitors can explore these innovations at Booth 1A50 during the event.

22:05 ETMWC 2026: Top 10 Innovative Highlights from FiberHome

FiberHome(600498.SH)