The A-share market has been trading for several days now, and the performance has become the main focus Fiber optic article 1、 Industry fundamentals: Fiber optic quantity and price both rise The trend of fiber optic price increase throughout the year is clear, with a 70% month on month increase in unit price in May; Overseas Tengcang has raised the price of DCI interconnect fiber optic cables by 30%, while significantly increasing the annual profit. The shortage of production capacity supports the industry's continued price increases. 2、 Core upward driving force: MPO business The demand for AI computing power drives the synchronous increase of MPO quantity and price; Changfei, Hengtong, Zhongtian, and FiberHome have an integrated industrial chain, and their layout of MPO jumpers has raw material advantages; Zhongtian has secured a large order of 1.518 billion yuan from domestic cloud manufacturer MPO, marking the official scaling up of industry procurement. Domestic fiber optic companies enter the North American market, MPO cabling business achieves breakthroughs, and there is room for value reassessment in the sector; Colleague Fujikura kicks off the price hike, as the North American AI data fiber optic price cycle continues, and related companies' profits continue to rise. Related subject: Changfei Hengtong Zhongtian