From the second half of 2015, fiber optic cable industry
boom inflection point. Refresh procurement history, accounting for 30%
of world demand. Anti-dumping has caused domestic demand to be tight. In
2015 the Ministry of Commerce decided to impose anti-dumping duties on
the imported optical fiber preform anti-dumping final. Import tariffs
for light, the price increase of 15%-30%, the domestic light supply
shortage, to further promote the fiber optic cable prices. This increase
is not caused by emergencies, mainly supply and demand balance changes,
from the historical price range, there is still much room to rise.
According to the China Telecom forecast, in 2020, China's optical fiber
access rate will exceed 60%, the number of users reached 280 million,
an average annual growth rate of about 26%.
Push in the national policy, the huge power grid infrastructure The
Belt and Road, direct drive cable increased demand; with the
construction of 4G network in full swing, the communication cable market
ushered in the great development of China's defense spending has
maintained two digit growth, long-term development of basic special
cable.
New technologies bring new prospects. NB-IoT rapid development of
Internet of things, China Telecom as the representative of the three
operators clear 2017 NB-IOT achieve full network coverage, this new
technology will rebuild the new pattern of optical communications
industry.
Data show that the domestic fiber optic cable demand growth rate of
about 40% in 2016, will continue to maintain more than 20% growth in
2017. The fiber prices will continue to rise, is expected in September
will be increased to 60-65 yuan / Jicai core km. The lack of market of
optical fiber and cable high boom of cognition, from investigation of
major manufacturers and operators, the current optical fiber cable high
boom than expected, the price is in the loose fiber prices higher than
30%, the price is still upward impulse, boom is expected to continue
until 2017 2-3 quarter.
No comments:
Post a Comment