Driven by the boom in the industry, the profits of enterprises related to the optical fiber industry chain have recovered significantly. According to data from the National Bureau of Statistics, from January to September 2026, computing power and data center construction led the profits of the optical fiber manufacturing and optical cable manufacturing industries to increase 5.7 times and 1.1 times, respectively. Reflected on the A-share market, the performance of many core listed companies in the optical fiber industry ushered in high growth. According to the Securities Times and Databao statistics, in the first three quarters of 2026, the net profit of 15 concept stocks grew by more than 40%. The net profit of Hangdian Co., Ltd., Tongding Internet, and Huamai Technology turned a loss into a profit. Among non-loss-making stocks, the net profits of Changjiang Communications, Changfei Optical Fiber, Hangdian Co., Ltd., Sinde New Materials, and Hengtong Optoelectronics all doubled. From a financial perspective, out of the 15 high-performing optical fiber concept stocks mentioned above, there were 7 fiber concept stocks with net institutional capital purchases of over 10 million yuan since November. Among them, Changfei Optical Fiber and Hengtong Optoelectronics had net institutional capital purchases of 291 million yuan and 283 million yuan respectively, ranking in the top two.

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