Optical fiber and cable bidding prices accelerate upward, optical fiber concept stocks repeatedly active

On March 13, optical fiber concept stocks repeatedly surged, with Falsun hitting two consecutive daily limit-ups, Zhaoti shares reaching the daily limit, and Meishi Technology, Xinde New Materials, Lingyun Optical, Yongding Shares, and Guangge Technology also rising.

According to Cailian Press, as demand for optical fiber and cable gradually increases, industry prices are also rising. Against this backdrop, operators’ centralized procurement has repeatedly resulted in failed bids and price hikes, with some product bid limits soaring by 100% within two months.

According to publicly available information from China Telecom Sunshine Procurement Network, Chongqing Telecom’s 2026 emergency procurement projects for optical cables have failed to attract bidders in two consecutive tenders: in the first procurement, the maximum limit price was set at 218.3691 yuan per kilometer, but no bids were received; in the second, the limit was raised to 258 yuan and still failed, until the third attempt, when the limit was increased to 350 yuan, and procurement was finally completed, representing an increase of over 60% from the initial price.

On March 12, Guangdong Telecom also announced a re-tender for emergency procurement projects for optical cables and outdoor optical cables. The maximum bid limit for the optical cable project was 17.87 million yuan, with the highest bid limit for “GJYXFCH-1 core” optical cable at 350.00 yuan per kilometer; for outdoor optical cables, the maximum bid limit was 53.62 million yuan, with the highest bid limit for “GYTA-single mode G.652D-24 core” optical cable at 2,500 yuan per kilometer—within two months, the bid limit prices for the same products increased by 64% and 100%, respectively.

In fact, optical fiber prices have been gradually rising since 2025, and after entering 2026, prices have accelerated upward.

Data shows that for G.652.D, China Telecom’s provincial procurement prices in 2025 were around 28-35 yuan, but by February 2026, procurement prices in Xianyang/Tianjin rose to 37/46 yuan, with a median increase of over 31% and a maximum increase of 64.29%. For G.654.A2, China Mobile’s 2025 average procurement price was about 75-80 yuan, with February 2026 procurement prices reaching approximately 79.5 yuan—the highest in the past five years. Recently, China Unicom’s February 2026 procurement prices in Jiangsu/Shanghai for G.654.E were around 170-180 yuan, and China Mobile’s 2025-2027 procurement prices are about 189 yuan. The price of G.652.D fiber has exceeded 50 yuan per core kilometer, compared to 20 yuan per core kilometer in November 2025 and 35.6 yuan in January 2026, indicating a significant increase and reflecting the hot market for optical fiber and cable.

Open Source Securities states that “AIDC construction, DCI interconnection, and drone demand” form a triple resonance driving fiber demand. From the supply side, optical fiber preform production has long expansion cycles and high difficulty, leading to a persistent supply-demand imbalance, which may continue to push fiber prices higher. Recommended stocks: Hengtong Optoelectronics, Zhongtian Technology; benefiting stocks: Longfiber Optical Cable, Longfiber Optical, Far East Shares, Yongding Shares, FiberHome Technologies, Tefa Information, etc.