The leading fiber optic company, Changfei Fiber, surged to the daily limit-up during the morning trading session. As of 10:31, there were over 40,000 buy orders waiting at the limit-up price, with its latest market capitalization reaching 364.44 billion yuan.

On the evening of July 14, Changfei Fiber released a preliminary earnings forecast for the first half of 2026. The company anticipates net profit attributable to shareholders to be between 2.4 billion and 3.0 billion yuan, representing a year-on-year increase of 711% to 914%. It also expects adjusted net profit, excluding non-recurring items, to range from 2.0 billion to 2.6 billion yuan, marking a surge of 1,349% to 1,784% compared to the same period last year.

The company attributed the strong performance to the accelerated construction of computing power and data centers, which has driven sustained growth in demand for new-generation fiber optic cable products both domestically and internationally, leading to continuous improvements in the industry's supply-demand dynamics. Leveraging its globally leading position, the company has actively seized international market opportunities, vigorously expanded its business related to computing power data centers, and achieved breakthroughs with key clients, optimized its product mix, and enhanced profitability, resulting in significant year-on-year growth in operating performance.

Analysts suggest the global fiber optic industry is at the beginning of a new super-cycle, with the most significant shift being a fundamental change in the primary source of demand. Historically, 70% to 80% of fiber demand came from telecom operators for projects like FTTH (Fiber to the Home) and 5G network construction. However, AI data centers are expected to gradually become the largest source of industry demand in the future. It is projected that by 2030, demand related to enterprises and data centers will account for over 80% of the total market.