China Fiber Optic Index Falls 3.26% as Preform Capacity Expansion Accelerates

The tension here is between current pricing strength and a capacity wave that has yet to be validated by demand. Preform sits upstream of cable, so expansion signals suppliers are positioning for volume rather than defending price — a classic setup where today's tightness and tomorrow's oversupply can coexist. The index move suggests the market is already weighing the latter. What matters next is whether demand absorbs the new capacity on schedule, or whether the mid-term pricing uncertainty the executive flagged hardens into a buyer's market.