In fact, so far, the market is undergoing subtle changes. With the formation of the situation that the supply of optical fiber and cable market exceeds the demand, the price of optical fiber and cable products is rising rapidly, which is good news for manufacturers, but the subsequent sharp rise in the price of optical fiber preforms is undoubtedly a huge bad news for the industry. The cost of preforms accounts for 50% - 60% of the total production cost of optical fiber and cable. At present, 70% of domestic preform products are imported. At the beginning of this year, the international price of preforms has risen from 150 dollars to more than 160 dollars. In an interview with reporters, Chen Zhijian predicted that in the second quarter of this year, the price of optical fiber preforms will rise steadily, which will certainly bring unprecedented pressure to domestic enterprises. Therefore, it is necessary for domestic enterprises to improve their independent innovation ability and layout the optical fiber preform market in advance.
At present, many domestic mainstream enterprises have realized and increased the layout of optical fiber preform field. In the process of preparation, analysts pointed out that in 2010, China's optical fiber and cable enterprises will usher in a breakthrough in the field of preforms.
It can also be seen from the financial report in the first quarter that the improvement of independent R&D capability has also made a direct contribution to the statement, especially in the preform link. Chen Zhijian told the reporter that from the first quarter's financial report, there was a significant difference between the performance of companies with prefabricated rod products and those without prefabricated rod products, which was directly reflected in the gross margin and net profit of the company.
When analyzing the optical fiber and cable market in the whole year after the first quarter, Ma Suping said that due to the short time from the commencement of production to the production of optical fiber and cable, and the market competition structure belongs to the pattern of monopolistic competition, it is expected that the domestic supply and demand will show a "tight before loose" trend this year, that is, strong demand and tight supply in the first half of the year will lead to price rise and gross profit rate growth; In the second half of the year, with the production of a large number of wire drawing capacity, the price will fall slightly. However, compared with the gross profit rate in 2008, the gross profit rate of the whole year should be increased by 4% - 5%, contributing about 2% to the comprehensive gross profit rate of optical fiber and cable of each company.