Optical communication full-line forecast high increase. Orders visibility is sufficient.

Recently, listed companies in the optical communication industry such as New Eastcom, Tiand Fu Communication, Guangxun Technology, Changfei Optical Fiber, Hengtong Optoelectronics, Yongding Holdings, Light Bank Technology, Changxin Bochuang, Cambridge Technology, Dekole, Dongtian Micro, etc., have successively disclosed their performance forecasts for the first half of 2026. As a leading indicator of the industry chain, their data reflects the overall trend of the industry: the industry as a whole is experiencing high growth driven by AI computing power, and profits in the optical fiber, optical module, and optical device sectors are generally improving. The differentiation between leading and small to medium-sized manufacturers is becoming more pronounced and the industry landscape is becoming clearer. Despite a significant recent decline in the stock prices of many companies in the optical communication industry chain, the real demand in the industry remains strong and order visibility is sufficient.