全球光纤供需缺口扩大,海联电子有望把握产能红利

The global optical fiber and cable market is experiencing a significant supply-demand imbalance. According to CRU estimates, total global demand for optical fiber and cable in 2026 is projected to reach 577 million fiber-km, while effective supply stands at only 397 million fiber-km, creating a gap of 180 million fiber-km. Driven by AI data center construction and network infrastructure upgrades, major fiber manufacturers worldwide are operating at near-full capacity, with delivery lead times for certain premium optical fibers extending beyond six months. As a professional manufacturer with an annual production capacity of 200,000 kilometers of cables, Hangzhou Hi Link Electronics Co., Ltd. is well-positioned to capitalize on this industry up-cycle. With its abundant production capacity and international certifications (ISO, CE, UL), the company is ready to fulfill incremental overseas orders, particularly from the European and American markets. The company stated that it will continue to optimize production scheduling to ensure timely delivery and help global customers alleviate supply chain pressures.

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