I. Official original video / article link (directly accessible)
1) 21:40, May 15, 2026, CCTV-2's "Economic Half Hour," theme: New Export Hit: Optical Fiber, Cable, and Optical Modules.
https://finance.eastmoney.com/news/1350,202605153739198522.html

II. Summary of the Program's Core Content

📋 Main Content Summary (6 points)
1) Strong start for foreign trade, optical communication becomes a new export hit.
China's foreign trade grew 15% year-on-year in Q1 2026, the highest quarterly growth rate in nearly five years. Exports of optical fiber, cable, and modules all saw double-digit year-on-year growth in Q1, with many companies' export orders scheduled up to 2028.
2) Specialty fiber prices soar 10x, still in short supply.
The price of G.657.A2 specialty fiber produced by Jiangsu Zhongtian Technology has increased tenfold within a year, with orders up 4x year-on-year. However, actual shipments only doubled due to capacity constraints, requiring customers to pay a deposit in advance to secure capacity. Global computing center construction drives surging demand.
3) Fiber preform becomes core bottleneck, with a shortage rate as high as 46%.
A single fiber preform is worth over 1 million yuan. Taking G.657 fiber as an example, global demand in 2026 is estimated at 370 million core-km, but effective capacity of Chinese factories is only 200-210 million core-km, a shortage rate of 46%. Expanding a 3,500-ton preform factory requires a 4 billion yuan investment and two years of construction.
4) Optical module exports surge, 1.6T products become hot overseas items.
Optical module exports grew about 30% year-on-year in Q1 this year. The 1.6T optical module produced by Wuhan Huagong Technology costs about $1,000 each and can transmit 95 2GB HD movies per second, making it the hottest product in overseas markets. Demand for 1.6T optical modules alone in North America has exceeded $20 billion.
5) Frontier technology breakthroughs: Hollow-core fiber and ultra-high-density cables.
Zhongtian Technology and Huawei have achieved scaled application of O-band anti-resonant hollow-core fiber, reducing transmission delay by about 30%. Yangtze Optical Fiber and Cable (YOFC) launched a hollow-core fiber brand, achieving the world's lowest attenuation of 0.04dB/km and 31% lower latency, with over 10 commercial pilot projects deployed. Companies are also developing 17,280-core ultra-high-density spider silk ribbon cables, priced at 6 million yuan per kilometer.
6) China's optical communication industry dominates globally.
Chinese companies hold over 70% of the global optical module market share and 60% of the fiber share. Annual investment in new overseas computing centers in 2026 is estimated to reach 42 trillion yuan. Morgan Stanley has raised its 2026 global AI optical module shipment forecast from 53 million to 73 million units.

III. The Two Most Beneficial Company Stocks
Based on the program's key coverage and core position in the industrial chain, the three most beneficial companies are:

Zhongtian Technology 600522.SH$ZTT(600522.SH) 
A key company visited in the program. Specialty fiber (G.657.A2) prices surged 10x, hollow-core fiber technology is world-class and commercially delivered at scale, high self-sufficiency in fiber preforms, and mass production of 800G optical modules.

Huagong Technology 000988.SZ$HGTECH(000988.SZ) 
The 1.6T optical module manufacturer highlighted in the program. Uses self-developed silicon photonics solutions, already in mass delivery to domestic and international clients. 800G LPO in mass delivery to leading North American clients. Q1 sales growth rate for 800G+ optical modules surged 139x year-on-year.

Yangtze Optical Fiber and Cable (YOFC) (601869.SH)$YOFC(06869.HK) 

A global leader in hollow-core fiber technology, also featured with important technology demonstrations in the program, making it another core beneficiary.

After the rain comes the sunshine, continue standing in the light, continue to be bathed in sunlight!