--- title: "YOFC has risen over 200% this year, UBS significantly raises earnings per share forecast" type: "News" locale: "en" url: "https://longbridge.com/en/news/281617264.md" description: "YOFC has accumulated a rise of over 200% this year, with the latest closing price reaching a historical high. UBS has significantly raised its earnings per share forecast for 2026 to RMB 4.98, far exceeding the market expectation of RMB 1.85. The demand for optical fibers continues to grow, especially the demand for data center optical fibers, which is expected to increase significantly, driving global optical fiber demand to reach 880 million core kilometers by 2027. On the supply side, optical fiber prices still have the potential for increases" datetime: "2026-04-03T07:59:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281617264.md) - [en](https://longbridge.com/en/news/281617264.md) - [zh-HK](https://longbridge.com/zh-HK/news/281617264.md) --- # YOFC has risen over 200% this year, UBS significantly raises earnings per share forecast On April 3rd, **YOFC (601869.SH)** closed up 6.02%, with the latest closing price reaching a historical high, and the cumulative increase for the year reaching 202.94%. Data shows that in February this year, China exported 3,779.9 tons of optical fibers, amounting to 790 million yuan, a year-on-year increase of 63.6% and 126.8%. If converted to kilometers, China exported approximately 25.2 million core kilometers of optical fibers in February, accounting for about 65% of the monthly effective production of optical fibers in the country. According to the latest research report from UBS, citing data from industry research institution CRU, the spot price of China's G652.D bare optical fiber is expected to reach 83.40 yuan per fiber kilometer in March 2026, a month-on-month increase of 165% compared to January 2026, and a year-on-year increase of 418%, with a cumulative increase of over 400% since May 2025. The price of similar products in the European market has also increased by 136% during the same period, indicating a significant tightening of global supply. UBS analysts believe that YOFC's profitability is entering an upward correction cycle, significantly raising its earnings per share forecast for 2026 to 4.98 yuan, well above the market consensus expectation of 1.85 yuan. The company's 2025 financial report shows a year-on-year revenue growth of 16.85%, with a gross margin increasing to 30.7%, indicating continuous optimization of fundamentals. China Galaxy Securities' research report states that in terms of demand, the demand for DCI (Data Center Interconnect) and all-optical networks from intelligent computing centers has significantly increased. According to CWW and CRU data, global demand for optical fibers and cables is expected to grow by 4.1% year-on-year in 2025, with the total demand for data center optical fibers and cables increasing by 75.9%, which will drive global optical fiber demand to reach 880 million core kilometers by 2027. In terms of supply, due to the long expansion cycle of global optical preform (approximately 2 years), overall expansion has been relatively conservative under previous price pressures, and the current market is generally tilted towards specialty optical fibers. Combining both demand and supply, the institution believes that there is still potential for price increases in optical fibers and cables ### Related Stocks - [159583.CN](https://longbridge.com/en/quote/159583.CN.md) - [159994.CN](https://longbridge.com/en/quote/159994.CN.md) - [515880.CN](https://longbridge.com/en/quote/515880.CN.md) - [06869.HK](https://longbridge.com/en/quote/06869.HK.md) - [601869.CN](https://longbridge.com/en/quote/601869.CN.md) ## Related News & Research - [YOFC Reduces GHG Emissions Intensity by 13% in 2025, New ESG Report Reveals](https://longbridge.com/en/news/285864401.md) - [Yangtze Optical Fibre and Cable posts profit rebound on overseas growth](https://longbridge.com/en/news/280827858.md) - [EXCLUSIVE-Sky seeks up to 1.9 billion euros in damages from TIM, DAZN over Italian TV soccer deal](https://longbridge.com/en/news/285417257.md) - [Telecom giant China Mobile to launch AI-eSIM product](https://longbridge.com/en/news/285298633.md) - [Sungrow Expert Christos Tsegkis: “The combination of PV, storage, and charging is highly attractive”](https://longbridge.com/en/news/285807951.md)