Recently, China Securities Co., Ltd. (CSC) released a research report continuing to recommend the optical fiber and cable sector along with related telecommunications equipment. The report notes that demand for optical fiber and cable is steadily recovering, driven by accelerated 5G network deployment, the rollout of gigabit optical networks, and national digital infrastructure initiatives such as the ‘East Data–West Computing’ project. Additionally, strong overseas demand and stabilized, rebounding procurement prices from domestic telecom operators have significantly improved the industry’s profitability and order visibility. CSC believes that leading companies—with technological advantages, economies of scale, and global footprints—are well-positioned to benefit first in this new upcycle. Furthermore, surging AI computing demands are boosting the need for high-speed interconnects within data centers, driving growth in specialty fibers and high-bandwidth optical modules, thereby expanding application scenarios across the fiber-optic supply chain. Therefore, CSC advises investors to focus on high-quality companies with core technologies and stable customer relationships to capture long-term opportunities arising from the upgrade of communication infrastructure.
近日，中信建投证券发布研究报告，持续推荐光纤光缆及相关通信设备板块。报告指出，随着5G网络建设加速、千兆光网普及以及东数西算等国家级数字基础设施工程的推进，光纤光缆行业需求持续回暖。同时，海外市场需求旺盛，叠加国内运营商集采价格企稳回升，行业整体盈利能力和订单可见度显著提升。中信建投认为，头部企业凭借技术优势、规模效应和全球化布局，有望在新一轮行业上行周期中率先受益。此外，AI算力需求爆发也推动数据中心内部高速互联对特种光纤、高带宽光模块等产品的需求增长，进一步拓展了光纤光缆产业链的应用场景。因此，中信建投建议投资者关注具备核心技术和稳定客户资源的优质标的，把握通信基础设施升级带来的长期投资机会。
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