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5月至今,国内的光纤供应开始趋于紧张,我国光纤市场迎来了久违的春天。一位国内光纤企业的领导表示,他们昼夜加工,公司不仅没有库存,而且还有几十万芯公里的订单没有交货。国内需求量的增长是本次市场局面扭转的一个重要因素。首先,3G渐行渐近,国内运营商争相布局,所采购产品大多为光纤芯数较少的光缆产品,主要用于3G基站建设。其次,村村通工程也有大量的光纤光缆需求。第三,铜价的进一步飙升加速了“光进铜退”的步伐,FTTH(光纤到户)接入也使光纤产品变得供不应求。针对这一情况,国内光纤企业相继扩大了产能。例如杭州富通已进入二期扩产,计划产能提高到年产100吨。
May so far, the domestic optical fiber supply began to become tense, ushered in a long absence in the optical fiber market in the spring. The leader of a domestic fiber optic company said that they process day and night, the company not only did not inventory, but there are hundreds of thousands of kilometers core orders are not delivered. The growth of domestic demand is an important factor in this market situation reversed. First of all, the gradual approach of 3G, domestic operators rush to layout, most of the products purchased for the optical fiber core less cable products, mainly for 3G base station construction. Second, there is also a large demand for optical fiber and cable in Mura Village. Third, further soaring copper prices accelerated the pace of “light entering the copper market.” FTTH (fiber to the home) access also made optical fiber products in short supply. In response to this situation, the domestic optical fiber enterprises have expanded their production capacity one after another. For example, Hangzhou Fortis has entered Phase II expansion, planned production capacity increased to an annual output of 100 tons.