Amaxabiso e-G.652.D optical fiber abesoloko enyuka rhoqo ukusukela ekupheleni kuka-2025. NgoMatshi 2026, ixabiso lafikelela kwi-83.40 RMB (malunga ne-12 usd) nge-fiber-kilometer nganye—ukunyuka okukhulu konyaka nonyaka kwe-418%—okubeka irekhodi entsha yembali. Imarike okwangoku ikwinqanaba lokuguquguquka okuphezulu.
Ngokwedatha evela kwi-CRU, indlela amaxabiso ahamba ngayo kwi-spot G.652.D bare optical fiber kwimarike yaseTshayina yile ilandelayo:
+ Novemba 2025:** Malunga ne-18–20 RMB (malunga ne-3usd) nge-fiber-kilometer nganye (uluhlu olusezantsi).
+ uJanuwari 2026:** Ndadlula kwi-30 RMB nge-fiber-kilometer, ixabiso eliphakathi lifikelela kwi-35–40 RMB (malunga ne-6usd).
+ Februwari–Matshi 2026:** Ixabiso eliphakathi linyuke laya kwi-40–50 RMB (malunga ne-7.5usd) nge-fiber-kilometer nganye; iikowuteshini ezivela kwiitshaneli ezithile zidlule kwi-50 RMB, nto leyo ebonisa ukunyuka okuhlangeneyo kwe-94%–144%.
+ Matshi 2026:** Ixabiso lifikelele kwi-**83.40 RMB (malunga ne-12usd) nge-fiber-kilometer nganye**—ukunyuka okukhulu kwe-165% ngenyanga xa kuthelekiswa noJanuwari, kunye nokunyuka kwe-418% unyaka nonyaka.
+ Ekuqaleni kuka-Epreli 2026:** Ixabiso liye lanyuka kancinci laya kwi-**115 RMB (malunga ne-17usd) nge-fiber-kilometer** ngaphambi kokuba lihlehlise kancinci laya kwi-**105 RMB (malunga ne-15.50usd) nge-fiber-kilometer**.

Izinto eziphambili ezibangela oku kunyuswa kwamaxabiso ziquka:
+ Ukuqhuma kweMfuno yeKhompyutha ye-AI:** Ukwakhiwa kwamaziko edatha e-AI anamandla amakhulu kubangele ukwanda okukhulu kokusetyenziswa kwefayibha ye-optical; iqela elinye le-AI lifuna amaxesha ama-5-10 kunobungakanani befayibha ye-optical esetyenziswa liziko ledatha lendabuko.
+ Imiqobo yoMbane weCandelo loNikezelo:**Umjikelo wokwandiswa komthamo wee-preforms ze-optical fiber (iintambo zefayibha) mide—uthatha iinyanga ezili-18 ukuya kwezingama-24.—kwaye ibandakanya imiqobo ephezulu yobuchwepheshe; amandla emveliso yehlabathi ngoku asondela ekusetyenzisweni ngokupheleleyo.
+ Ukufuduswa koMgangatho woLwakhiwo:** Abavelisi babeka phambili ukwabiwa kweentambo zefayibha kwiintambo ezikhethekileyo ze-high-margin (ezifana ne-G.657.A2 kunye ne-G.654.E), ngaloo ndlela becinezela ngakumbi ukunikezelwa kwefayibha ye-optical ye-G.652.D eqhelekileyo.
Iindlela Eziqikelelweyo Zexabiso Lexesha Elizayo:Kuyo yonke i-2026:** Umsantsa wemfuno yobonelelo kulindeleke ukuba uqhubeke, kwaye amaxabiso aza kuhlala ekwimeko yokuguquguquka okuphezulu—okunokwenzeka ukuba anyuke kancinci ngaphambi kokuba kwenziwe izilungiso ezincinci—kodwa ahlale ephezulu kakhulu kunamanqanaba ka-2025.