The performance of optical communication enterprises in the first half of the year is generally expected to increase by over 900%.

Benefiting from the surge in demand for computing power, the quantity and price of new types of optical fiber cables both domestically and internationally have increased simultaneously, leading to a significant increase in the performance of related companies in the first half of the year. On July 14th, several optical communication companies disclosed significant growth forecasts for the first half of the year. Changfei Optic Fiber announced that the company is expected to achieve a net profit of 2.4 billion to 3 billion yuan in the first half of 2026, with a year-on-year increase of 711% to 914%. Dongshan Precision also announced on the evening of July 14th that the net profit in the first half of 2026 is expected to be between 2.9 billion and 3 billion yuan, with a year-on-year increase of 282.58% to 295.78%.