Industry reports indicate that China Mobile has re-launched its 2026–2027 ordinary optical cable centralized procurement tender, with the overall maximum price cap raised by 8.5%. The fiber price cap is expected to reach approximately RMB 80 per fiber-km. Meanwhile, spot market prices for bare fiber in August have stabilized in the range of RMB 81–84 per fiber-km. These positive price signals reflect the continued improvement in supply-demand dynamics within the optical fiber and cable industry. According to a research report from China Securities, AI-driven demand for optical fiber is becoming increasingly evident, with the industry remaining in a state of undersupply. Most new production capacity is not expected to come online until the second half of next year or later. Hangzhou Hi Link Electronics Co., Ltd., with its established quality management systems (ISO9001/ISO14001) and international certifications (CE, UL), is well-positioned to enhance its pricing power and market competitiveness during this price-adjustment cycle.
