G.652.D fiber optic price reference

The domestic G.652.D optical fiber prices (including tax) from April to June 2026 are as follows:

Highest price: 110 RMB/km

Lowest price: 85 RMB/km

Average price: 105 RMB/km

In the second quarter of 2026, the G.652.D optical fiber market, after experiencing a sharp price surge in the first quarter, saw a significant slowdown in its upward trend, entering a period of high-level consolidation. While prices remained at historically high levels, the explosive growth gradually stabilized. The tense relationship between supply and demand had not fully improved, but all parties began to more rationally examine price trends and their own strategies.

In terms of price performance, although G.652.D loose fiber prices in the second quarter saw a slight correction from the historical high at the end of the first quarter, they were still significantly higher than the same period last year. After experiencing a significant year-on-year increase in loose fiber prices in the first quarter, and the passive situation of operator procurement projects frequently failing to be tendered or even fulfilled due to price limits far below market prices, several local branches of China Telecom adjusted prices multiple times in the second quarter, and emergency procurement projects were gradually implemented, initially forming a unit price level acceptable to both supply and demand. This process reflects that procurement parties gradually explored an executable price range from the deep entanglement of the pricing mechanism in the first quarter, reflecting that the market, after repeated game-playing, is searching for a price anchor. However, it should be clearly recognized that projects with ever-rising prices but no actual transactions are ultimately castles in the air. The limited implementation of local procurement in the second quarter precisely indicates that prices are returning to a level that the market can bear.

From an industrial structure perspective, the mismatch between production capacity and supply did not change substantially in the second quarter. New applications such as AI data centers and fiber optic drones continue to divert production capacity, and the crowding-out effect of high-value-added products such as G.657.A2 on production lines remains significant. In addition, the expansion cycle of upstream optical fiber preforms is as long as 18 to 24 months, making it difficult for the supply of G.652.D optical fiber to keep up with demand in the short term. Some companies have already announced expansion plans amid the current boom, but the actual release of capacity will take time, and the market environment at that time remains unknown. Looking back at the past cyclical fluctuations in the optical fiber industry, the overcapacity situation following blind expansion has provided the industry with profound lessons. Companies should be more cautious in their expansion decisions.

Looking ahead, pricing in operator group-level centralized procurement will remain a key variable. As of the end of the second quarter, China Mobile's group-level centralized procurement had not yet been released, and China Telecom's group-level centralized procurement had not been implemented. This means that the prices currently formed by local procurement are only temporary solutions, and the true price center of the industry in the coming quarters will still depend on operator group-level centralized procurement. Meanwhile, demand for G.657 series bend-resistant fiber is strong in data centers and military applications, and G.654.E, as an important product to replace G.652.D in future backbone and main networks, is also attracting much attention. The rise of these high-value-added, high-performance products means that simply playing the game around the price of ordinary cables and fibers is ultimately just a short-term narrative. For fiber optic cable companies, instead of speculating on short-term price differences in G.652.D, it is better to focus more on products with higher technological content and stronger competitive barriers, building long-term competitiveness through technological strength. Only by abandoning the obsession with temporary price frenzies and returning to rational planning and orderly competition can the entire domestic fiber optic cable market truly embark on a healthy and long-term development path.