Txij li thaum kawg ntawm xyoo 2025, tus nqi ntawm G.652.D optical fiber tau nce mus tas li. Thaum Lub Peb Hlis Ntuj xyoo 2026, tus nqi tau nce mus txog 83.40 RMB (kwv yees li 12 usd) ib fiber-kilometer—qhov nce siab tshaj plaws txhua xyoo ntawm 418%—teeb tsa cov ntaub ntawv keeb kwm tshiab. Lub khw tam sim no nyob rau theem ntawm kev hloov pauv siab.
Raws li cov ntaub ntawv los ntawm CRU, tus nqi sib txawv rau qhov chaw G.652.D liab qab fiber ntau hauv kev lag luam Suav teb yog raws li nram no:
+ Kaum Ib Hlis 2025:** Kwv yees li ntawm 18–20 RMB (kwv yees li 3usd) ib fiber-kilometer (qhov qis tshaj).
+ Lub Ib Hlis 2026:** Tau nce mus txog 30 RMB ib lub fiber-kilometer, nrog rau tus nqi nruab nrab ncav cuag 35–40 RMB (kwv yees li 6usd).
+ Lub Ob Hlis - Lub Peb Hlis 2026: ** Tus nqi nruab nrab tau nce mus txog 40–50 RMB (kwv yees li 7.5usd) ib fiber-kilometer; cov lus hais los ntawm qee cov channel tau tshaj 50 RMB, sawv cev rau kev nce ntxiv ntawm 94% -144%.
+ Lub Peb Hlis Ntuj xyoo 2026: ** Tus nqi tau mus txog **83.40 RMB (kwv yees li 12usd) ib fiber-kilometer**—qhov kev dhia loj heev txhua hli ntawm 165% piv rau Lub Ib Hlis, thiab kev nce txhua xyoo ntawm 418%.
+ Thaum pib lub Plaub Hlis Ntuj xyoo 2026: ** Tus nqi tau nce mus txog **115 RMB (kwv yees li 17usd) ib fiber-kilometer** ua ntej rov qab me ntsis mus txog rau ib ncig ntawm **105 RMB (kwv yees li 15.50usd) ib fiber-kilometer**.

Cov tsav tsheb tseem ceeb tom qab tus nqi nce siab no suav nrog:
+ Kev tawg ntawm AI Computing Demand:** Kev tsim cov hyperscale AI data centers tau tsav kom muaj kev nce siab ntawm kev siv fiber ntau optical; ib pawg AI xav tau 5–10 npaug ntawm cov fiber ntau optical siv los ntawm lub chaw khaws ntaub ntawv ib txwm muaj.
+ Kev Txwv ntawm Sab Kev Muab Khoom:**Lub voj voog nthuav dav rau cov khoom siv fiber ntau optical (fiber rods) ntev heev—siv sijhawm 18 txog 24 lub hlis.—thiab muaj cov teeb meem kev siv tshuab siab; lub peev xwm tsim khoom thoob ntiaj teb tam sim no yuav luag siv tag nrho.
+ Kev Hloov Chaw Muaj Peev Xwm:** Cov chaw tsim khoom tab tom muab qhov tseem ceeb rau kev faib cov fiber rods rau cov fibers tshwj xeeb uas muaj txiaj ntsig zoo (xws li G.657.A2 thiab G.654.E), yog li ntawd ntxiv kev muab cov khoom siv fiber ntau G.652.D.
Cov Qauv Nqe Uas Kwv Yees Yav Tom Ntej:Thoob plaws xyoo 2026:** Qhov sib txawv ntawm kev muab khoom thiab kev thov yuav tseem muaj, thiab cov nqi yuav tseem nyob hauv qhov xwm txheej ntawm kev hloov pauv siab - tej zaum yuav nce me ntsis ua ntej hloov kho me ntsis - tab sis tseem nyob siab dua li xyoo 2025.