YOFC (06869) surged more than 5% again. At the time of writing, the stock was up 4.72%, trading at HK$57.65, with a turnover of HK$1.07 billion. Market sentiment indicates that, according to data from the Optical Communication public account, the average market price for G.652.D fiber has risen for two consecutive quarters, showing a clear trend of price recovery. Yongxing Securities released a research report stating that in the fourth quarter of 2025, the long-standing mainstream G.652.D standard fiber experienced significant price increases and supply constraints, with inventory at some major manufacturers insufficient to meet their own orders, leading them to seek external procurement. The demand structure within the fiber optic cable industry has undergone a transformation. Notably, Changxin Bochuang released its 2025 performance forecast, estimating net profit attributable to shareholders of the listed company to be between 320 million yuan and 370 million yuan, a year-on-year increase of 344.01% to 413.39%. Huatai Securities previously stated that the optical interconnection component business—including MPO, AOC, and high-speed copper cables—developed by YOFC through its subsidiary Changxin Bochuang has become a strong growth driver, and the company's overseas business continues to expand, benefiting from the construction of AI data centers in North America.
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