As of July 29, 24 A-share listed companies in the optical communications industry chain have disclosed their performance forecasts for the first half of the year. Of these, 18 companies are excited, accounting for over 70%. From upstream optical fiber optic cables and core optical chips to midstream high-speed optical modules and downstream optical devices, the entire industry chain has achieved a resonance in performance — the net profit of leading companies has jumped several times, and some companies have turned losses into profits. The interview revealed that global cloud vendors and AI companies continue to increase their computing capital expenses, compounding the iterative upgrading of high-speed optical communication technology. The industry's supply and demand pattern continues to be tight, high-end products are in short supply, and the supply of core materials is limited, driving the overall profit center of the industrial chain steadily upward.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.