Huatai Securities: Telecom Sector Shows Steady Growth in Q1 2026, Up 7.3% in Revenue

GateNews
According to a Huatai Securities research report, China's telecom sector generated combined revenue growth of 7.3% and net profit growth of 5.4% year-over-year in Q1 2026 based on a sample of 130 listed telecom companies. Leading players in optical modules, optical chips, and optical fiber sectors maintained solid earnings; ICT equipment, copper connectors, and liquid cooling manufacturers showed robust revenue growth. Looking ahead to H2 2026, Huatai Securities expects accelerating AI infrastructure investments to drive further optical communications growth, while fiber pricing strength may unlock margin expansion.
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