High-end light stick prices have increased by nearly 550%. Companies with light stick production capacity may be the biggest beneficiaries of the cost cycle.

Fiber preform, also known as "optical rod", is the original rod material that controls the performance of optical fibers. Industry insiders say that fiber preform, as the upstream material of optical cable products, accounts for 70% of industry profit distribution. Currently, the most popular optical rod product is the "A2 class fiber preform rod", which has strong bending ability for optical fibers pulled from it and is widely used in AI computing infrastructure and home communication scenarios. Data shows that the price of A2 class preform rods has risen from 22-30 yuan/equivalent core kilometer in early 2025 to 160 yuan/equivalent core kilometer in 2026, an increase of nearly 550%.