YOFC (06869) Surges Over 8% Intraday as China Telecom Completes World's First 100km+ Hollow-Core Fiber Co-Transmission Experiment

Stock News11-19

YOFC (06869) rose over 8% intraday, with gains narrowing to 7.35% at press time to HK$36.2, recording a turnover of HK$554 million. The rally follows China Telecom's successful completion of the world's first hollow-core fiber co-transmission experiment exceeding 100km, setting a new industry benchmark and marking a milestone breakthrough in quantum-classical co-transmission technology. The experiment achieved four core technical indicators at globally leading levels.

Zhongtai Securities noted that AI computing demand will drive fiber optic growth in 2025, with data center interconnects rapidly upgrading to 800G/1.6T to support massive AI cluster training efficiency. Hollow-core fiber is considered the ultimate solution for AI cluster internal communication and ultra-low latency DCI. UBS views hollow-core fiber as having long-term potential, expecting 2-3 years for technological maturation and meaningful revenue contribution, positioning it as YOFC's strategic growth lever, though near-term profit impact remains limited.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment