B[Optical fiber concept fluctuated and pushed up, and special information raised the daily limit] On September 21, the optical fiber concept fluctuated and rose during the session, and special information reversed the daily limit. Previously, Huamai Technology had 2 boards in 4 days, Hengtong Optoelectronics, Huiyuan Communications, Shenyu Co., Ltd., Zhongtian Technology, and YOFC Optical Fiber followed suit. On the news, Huawei released a new computing architecture for the AI era - the Peerium computing architecture, which can turn a million-level processor into a computer to meet the evolving needs of AI computing power. China Galaxy Securities said that the construction of computing power network resonates with the demand for AI and comprehensively boosts the demand for optical fiber. B[Optical fiber concept moved up, Tongding Internet hit the daily limit] On September 15th, the fiber optic concept moved up during the session, Tongding Internet hit the limit, Zhejiang Zhongcheng, Risong Technology, Xinde New Materials, Sanfu Co., Ltd., and Hangzhou Electric Co., Ltd. followed suit. In the news, after Corning announced a long-term agreement to supply data center interconnect optical fiber to Zayo, it immediately signed a multi-billion-dollar supply agreement with Verizon to provide more than 80 million miles of high-density optical fiber by 2032. B[Optical fiber concept bucked the trend and strengthened, Zhaolong Interconnect rose more than 10%] On September 11, the optical fiber concept bucked the trend and strengthened, Zhaolong Interconnect rose more than 10%, special information hit the daily limit, Yongding Shares, Changyingtong, YOFC, and Hangzhou Electric were among the top gainers. In the news, after Corning announced a long-term agreement to supply data center interconnect optical fiber to Zayo, it immediately signed a multi-billion-dollar supply agreement with Verizon to provide more than 80 million miles of high-density optical fiber by 2032. B[The concept of optical fiber has repeatedly strengthened, and Huiyuan Communications has hit the daily limit] On September 9th, the concept of optical fiber has repeatedly strengthened, and Huiyuan Communications has hit the daily limit. Previously, Huamai Technology 3-Connect, Zhaolong Interconnect rose by more than 10%, and YOFC, Changyingtong, Yongding Co., Ltd., and Hengtong Optoelectronics rose by more than 5%. In terms of news, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry." It mentioned that we should promote the construction of computing power transmission channels, deploy 400G and above high-speed transmission technology, build direct optical fiber links, and promote the sinking of 100G optical network equipment. B[Optical fiber concept fluctuated and strengthened, Hangzhou Electric Co., Ltd. had 4 boards in 10 days] On September 8, the fiber optic concept fluctuated and strengthened during the session, and Hangzhou Electric Co., Ltd. had 4 boards in 10 days. Previously, Huamai Technology had 2 consecutive boards, YOFC, Yongding Co., Ltd., Tongding Internet, and Hengtong Optoelectronics followed suit. In terms of news, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry." It mentioned that we should promote the construction of computing power transmission channels, deploy 400G and above high-speed transmission technology, build direct optical fiber links, and promote the sinking of 100G optical network equipment. B[Optical fiber concept rebounded in shock, Hangzhou Electric Co., Ltd. shares approached the daily limit] On September 2, the optical fiber concept rebounded in shock during the session, and Hangzhou Electric Co., Ltd. stock approached the daily limit. Changyingtong, Kingsignal, YOFC Fiber, Optoelectronics Co., Ltd., Tongding Internet, etc. followed suit. On the news, according to CCTV Finance, a company official said that since the beginning of this year, all production lines have been operating at full capacity, and the sales of some models have soared 3 to 5 times year-on-year. The newly built smart manufacturing base has reached its maximum capacity, and the production capacity will be doubled. Some orders are currently scheduled for a year later.
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