Повышение цен на оптоволоконные кабели и выход на международный рынок — даже старые ниши могут рассказать новые истории

Huatai Securities research report, based on a sample of 130 listed communication companies, shows that in Q1 2026, revenue increased by 7.3% year-on-year, and net profit attributable to parent increased by 5.4%, overall stable.
Profit margins of leading manufacturers in optical modules/optical chips and optical fiber cables continue to grow, while ICT equipment, copper connections, and liquid cooling plate sectors maintain steady revenue.
Looking ahead to the second half of the year, increased global AI computing power investment is expected to drive sustained high growth in optical communication net profits, with fiber optic cable price hikes releasing profit elasticity;
IDC, copper connection, and other sectors are boosted by AI demand, and the expansion of super nodes and overseas markets is expected to enhance profitability.