Lates News

CICC research report pointed out that Lumentum CEO stated that the company expects to lock in the full-year capacity for 2028 within the next six months. Amazon CEO Andy Jassy revealed in the annual shareholder letter that the commercial returns of the company's AI layout are accelerating. The AI computing power industry chain remains highly prosperous. The optical fiber sector saw some adjustments on Friday as the market is concerned about delays and price pressure in operator centralized procurement, especially regarding the price of G657A2 optical fiber. CICC believes that based on China's optical fiber export data for February, around 80% or even higher of the domestic optical fiber production output may have already been exported, thus significantly reducing the proportion of operator purchases compared to the past. The results of the centralized procurement by Guangdong Telecom and Guangxi Telecom showed that the winning bid price for G.652D-24 core optical cable fell between 102.1 yuan and 103.5 yuan per core kilometer, with the fiber expected to be around 70 yuan per core kilometer. The winning bid price has increased by more than 250% compared to China Mobile's winning bid price for optical fiber in the previous year. In addition, feedback from the industry indicates that the factory price of 657A2 optical fiber is stable. With the first quarter reports of the sector about to be disclosed and some recent large increases, there have been some adjustments, but the outlook for the optical fiber and cable industry remains positive.