HK Stock Market Move | YOFC(06869) once rose more than 10%, driven by the AI super cycle, boosting the prosperity of the optical fiber industry.

YOFC (06869) rose more than 10% this morning and, as of the time of writing, rose 7.96% to 282 Hong Kong dollars, with a turnover of 28.01 billion Hong Kong dollars. On the news front, benefiting from the massive demand for optical fiber cables brought about by the construction of an AI computing network, the price of optical fiber preform rods, as the "mother body" of optical fiber manufacturing, has risen rapidly since the beginning of 2025: the price of general G.652D rods has increased by more than 180%; the price of G.657.A2 rods for high-density wiring in data centers has increased from 22 yuan to 30 yuan per equivalent core kilometer to 160 yuan, an increase of nearly 550%. Earlier, Japanese optical fiber giant Fujikura announced a 30% price increase for its data center interconnect (DC) cable products due to the inability to expand production capacity to keep up with demand growth, while significantly raising its full-year performance expectations. It is worth mentioning that on June 24, 2026, Yangtze Optical Fibre And Cable Joint Stock announced during the 2026 MWC Shanghai exhibition that, as of now, Changfei hollow-core optical fiber has delivered more than 10,000 core kilometers, setting multiple records such as the lowest attenuation of 0.04dB/km, the longest drawing distance of 91.2 kilometers, and the longest commercial route of 100 kilometers, and deploying more than 13 commercial and pilot projects at home and abroad, becoming the most widely deployed hollow-core optical fiber supplier globally. Central China previously pointed out that the company has a global competitive advantage in the traditional and new types of optical fiber fields, with integrated rod fiber cable production, leading production manufacturing technology, continuous improvement in hollow-core optical fiber technology, and is expected to benefit from the demand for new types of optical fiber products required by smart computing centers.