Some types of light sticks have increased in price by more than five times since the beginning of the year, and the shortage of supply may continue until 2027.

Benefiting from the massive demand for fiber optic cables brought by the construction of AI computing power networks, the prices of fiber preforms, as the "mother body" of fiber optics manufacturing, have rapidly increased since early 2025: the price of general G.652D fiber preforms has increased by more than 180%; and the price of G.657.A2 fiber preforms for high-density wiring in data centers has increased from 22 yuan to 30 yuan per equivalent core kilometer to 160 yuan, an increase of nearly 550%. Several listed companies have stated that the price increase of fiber preforms in this round is the result of a combination of supply and demand imbalances, and the transmission of upstream raw material price increases, and it is expected that the scarcity situation will continue until 2027.