HK Stock Market Move | YOFC (06869) rises more than 16% as AI drives improvement in the prosperity of the optical fiber cable industry.

YOFC (06869) rose more than 16%, as of the time of drafting, it rose 16.42%, to 62.15 Hong Kong dollars, with a turnover of 14.65 billion Hong Kong dollars. On the news front, according to the optical communication public account, in the fourth quarter of 2025, the G.652.D standard single-mode optical fiber, which has long been a mainstream product in the market, has seen a significant price increase and tight supply. Some major factories' inventories are no longer able to meet their own orders and are beginning to turn to outsourcing. The demand structure of the optical fiber cable industry is undergoing a transformation. Yongxing Securities believes that with the continuous release of demand for AI computing power networks, 6G research and development, global digital infrastructure, etc., the global optical fiber cable market is expected to enter a high prosperity cycle of 2-3 years. The communication industry is maintaining a "buy" rating and recommends paying attention to investment opportunities related to optical fiber cables. Previously, Open Source Securities pointed out in a research report that with the vigorous development of global AI, the demand for optical fiber cables in data center internal and DCI interconnection may continue to drive. In the short term, global manufacturers have limited production capacity expansion, which may lead to a situation of supply shortage. The company believes that demand and prices for optical fiber cables are expected to continue to steadily increase.