MS-YOFC@EC2702A

YOFC Announces 'AI-2030' Strategy at Optoelectronics Expo

Goldman Sachs Raises Target Price for LONGFEI Fiber Optic Cable

Yangtze Optical Fibre & Cable Sees Significant Revenue and Profit Growth with Technological Breakthroughs and Patents

UBS Maintains Buy Rating on LONGFA Optical Fiber

YOFC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue HKD 4.19 B (forecast HKD 4.572 B), actual EPS HKD 0.6802 (forecast HKD 0.7199)

ZTE Fiber Optics reports net profit growth of 226.40% in Q1 2026

ZTE Fiber Optic Cable Releases 2025 Annual Report, Emphasizing High-Quality Growth

YOFC to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue HKD 4.633 B, EPS HKD 0.7293

Trump Extends US-Iran Ceasefire, Hong Kong Stocks Volatile, Individual Stocks Vary

Optical Communication Stocks Volatile, Fiber Industry Sees Prices and Volumes Surge

ZTEA's stock fell over 10% due to plan by a shareholder to sell up to 1 million shares

CF Ocean Engineering Co., Ltd. Established

E 基金 Holdings Increased Its Stake in LONGFA Optical Fiber

ZTE Fiber Optic Announces Annual Profit Growth of 20.4% and Revenue Growth of 16.8%

Yangtze Optical Fiber and Cable Reports 16.85% YoY Revenue Growth to RMB 14.252 Billion in 2025

YOFC released FY2025 Annual Earnings on March 27 After-Market (BJT), actual revenue HKD 15.58 B (forecast HKD 15.71 B), actual EPS HKD 1.1694 (forecast HKD 1.3068)

YOFC released FY2025 Q4 earnings on March 27 After-Market (BJT), actual revenue HKD 4.422 B (forecast HKD 3.896 B), actual EPS HKD 0.4972 (forecast HKD 0.5745)

ZTE Fiber Publishes Notice on Abnormal Stock Trading Fluctuations

Optical Fiber Cable Price Upward Trend Confirmed

YOFC to Release FY2025 Earnings on March 27 After-Market (BJT), Forecast Revenue HKD 16.1 B, EPS HKD 1.3068

JOLIMARK

PANGAEA CONNECT

WEILI HOLDINGS

MAN YUE TECH

SMIT

BJ DIGITAL

FY FINANCIAL

NEW GONOW RV

RADIANCE HLDGS

PERFECTECH INTL

00992

01347

02600

02476

03993

09980

06869

00288

03750

09926

LENOVO GROUP(00992) rose 15.49%, with a trading turnover 9.9 Billion HKD, and a year-to-date rose 96.4%. HUA HONG SEMI(01347) rose 10.45%, with a trading turnover 11.6 Billion HKD, and a year-to-date rose 93.4%. EASTROC(09980) fell 8.92%, with a trading turnover 88.0 Million HKD, and a year-to-date fell 44.2%. YOFC(06869) fell 6.15%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 313.2%.

Top Gainers&Losers

LENOVO GROUP

HUA HONG SEMI

CHALCO

CMOC

EASTROC

YOFC

WH GROUP

CATL

AKESO

Top 5 HK Stock Gainers/Losers (>100B) (5.26)

300750

300308

Hongtu Innovation Emerging Industry Mixed A (001753) has achieved a return of 340.48% in the past year, ranking 5 out of 2285 in its category, with an excess return of 157.57% and a Sharpe ratio of 7.21, receiving a five-star rating. This fund was established in 2015 and has a scale of 1.531 billion yuan, with the top ten holdings including Zhongji Innolight, CATL, and others

同壁财经

Zhongji Innolight

CSI 300

Eoptolink

DSBJ

YUANJIE SEMICONDUCTOR

ETERN

Deye

SolaX Power

HXGF

VeriSilicon

Morningstar

CATL HK SDR 30to1

Hongtu Innovation Emerging Industries Mixed A (001753): Up 340.48% in the past year, with an excess return of 157.57% over the past year, high Sharpe ratio, and awarded a five-star rating

09927

00501

09868

01801

06082

09888

01024

06613

SERES(09927) rose 5.09%, with a trading turnover 218.1 Million HKD, and a year-to-date fell 33.9%. OMNIVISION(00501) rose 5%, with a trading turnover 239.8 Million HKD, and a year-to-date fell 9.7%. BIREN TECH(06082) fell 7.69%, with a trading turnover 339.2 Million HKD, and a year-to-date rose 138.8%. YOFC(06869) fell 6.84%, with a trading turnover 3.4 Billion HKD, and a year-to-date rose 316.2%.

- The Hang Seng Index fell by 1.03%, with a year-to-date decline of 1%.  
- The Hang Seng Tech Index decreased by 2.15%, accumulating a 13.5% loss for the year.  
- Notable movements include Sai Liu Si rising by 5.09% despite a 33.9% year-to-date drop, while Wall Group and Biran Technology saw gains and losses, respectively, throughout the year.

SERES

OMNIVISION

XPENG-W

INNOVENT BIO

BIREN TECH

BIDU-SW

KUAISHOU-W

Lens

Top 5 HK Stock Gainers/Losers (>100B) (5.21)

06166

515880

The optical communication sector in Hong Kong's stock market is experiencing a decline, with Cambridge Technology (06166.HK) dropping over 7% and Yangtze Optical Fibre and Cable (06869.HK) falling by more than 6%. Other companies like Hua Hong Semiconductor (01347.HK) and Huiju Technology (01729.HK) also reported declines.

CoinLive

Guotai CSI All Share Communications Equipment ETF

Hua Hong

TIME INTERCON

STOCKS | Hong Kong Optical Communication Sector Declines

601869

China Merchants Balanced Growth Mixed A (011369) has achieved a return of 332.6% in the past year, with an excess return of 169.81%. The fund's scale exceeds 2.6 billion yuan, and it has a Sharpe ratio of 7.63, earning a five-star rating. This fund was established in 2021, and its top ten holdings include YOFC, among others, showing excellent performance

Everbright

HTGD

OPTOWIDE

Huashang Balanced Growth Mixed A (011369): Increased by 332.6% in the past year, with an excess return of 169.81% over the past year, a scale exceeding 2.6 billion yuan, high Sharpe ratio, and awarded a five-star rating

02513

03986

02015

01209

00175

01109

KNOWLEDGE ATLAS(02513) rose 9.33%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 878.5%. VGT(02476) rose 8.47%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 75.7%. LI AUTO-W(02015) fell 14.15%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 0.1%. CHINA RES MIXC(01209) fell 6.19%, with a trading turnover 346.3 Million HKD, and a year-to-date rose 6.7%.

- The Hang Seng Index decreased by 1.11%, with a year-to-date increase of 0.2%.  
- The Hang Seng Tech Index fell by 1.95%, reflecting a year-to-date decline of 12.2%.  
- Notable stock movements include Zhizhu's 9.33% increase and an 878.5% cumulative rise for the year, alongside Lixiang Auto's 14.15% drop with minimal year-to-date growth.

KNOWLEDGE ATLAS

GIGADEVICE

LI AUTO-W

CHINA RES MIXC

GEELY AUTO

CHINA RES LAND

Top 5 HK Stock Gainers/Losers (>100B) (5.18)

02050

02269

01208

SANHUA(02050) rose 6.84%, with a trading turnover 1.8 Billion HKD, and a year-to-date fell 6.3%. Lens(06613) rose 5.23%, with a trading turnover 779.6 Million HKD, and a year-to-date fell 11.4%. YOFC(06869) fell 12.14%, with a trading turnover 5.0 Billion HKD, and a year-to-date rose 331.3%. HUA HONG SEMI(01347) fell 8.74%, with a trading turnover 7.1 Billion HKD, and a year-to-date rose 56%.

SANHUA

WUXI BIO

Top 5 HK Stock Gainers/Losers (>100B) (5.15)

02565

02477

02940

07666

02225

02635

02726

02577

02631

PEGBIO CO-B(02565) fell 18.5%, with a trading turnover 104.2 Million HKD, and a year-to-date fell 83.8%. WELLCELL HOLD(02477) fell 15.3%, with a trading turnover 362.7 Million HKD, and a year-to-date rose 38.8%. WELLCELL HOLD(02940) fell 14.83%, with a trading turnover 61.4 Million HKD, and a year-to-date rose 40.6%.

PEGBIO CO-B

WELLCELL HOLD

METIS TECHBIO-P

JINHAI MED TECH

NUOBIKAN

EPIWORLD

INNOSCIENCE

SICC

Top 10 HK Stock Losers (5.15)

YOFC fell 12.14%; Cambridge Technology fell 7.25%, with a transaction amount reaching HKD 1.003 billion; ZTE Corporation fell 4.28%, with a transaction amount reaching HKD 378 million; BYD Electronics fell 5.01%, with a transaction amount reaching HKD 160 million; Feisuke Innovation fell 5.11%, with a market value of HKD 17.3 billion

HK Stock Alerts

BYD ELECTRONIC

FS.COM

Hong Kong stock movement: YOFC fell 12.14%, raising market concerns over passive fund inflows and shareholder turnover

159583

Yesterday, the stock price of YOFC surged significantly, closing at HKD 271.20, an increase of 4.55%. The intraday fluctuation ranged from HKD 265.40 to HKD 283.00, indicating a clear bullish attack. The MACD daily chart has established a bullish signal, and short-term buying power is accelerating, which is typically seen as the initial momentum for confirming a phase trend. The trading volume reached approximately HKD 4.342 billion, reflecting a significant increase in recent activity, with high enthusiasm from investors. From yesterday's opening price of HKD 274.00, slightly below the peak, the stock showed a pattern of opening lower and then rising throughout the day before retreating at the top, but still closed well above yesterday's close of HKD 259.40, indicating a clear bullish advantage. On the news front, global demand for AI computing power continues to explode, and optical communication, as the core infrastructure for data center interconnection, has recently gained significant market attention. Institutions point out that the "memory tax" effect is driving up costs across the entire AI infrastructure supply chain, while optical fibers and cables, as the "veins" of the computing network, have seen their demand elasticity amplified in this round of capacity expansion. YOFC, as the world's largest supplier of optical fiber preforms and optical fibers and cables, directly benefits from the capital expenditure growth cycle of domestic and foreign operators and cloud providers. Meanwhile, the central bank's Q1 monetary policy report removed references to "reserve requirement ratio cuts and interest rate cuts," leading to a stabilization of short-term liquidity expectations, with funds more inclined to allocate to high-growth sectors with strong performance certainty. From a technical perspective, the current stock price has significantly risen above the short-term moving average system, and the 5-day and 10-day moving averages are likely to form a bullish arrangement today

Technical Forecast

Fullgoal CSI Communication Equipment Thematic ETF

Pre-market trend | YOFC (6869.HK) surged over 4% on May 12 with increased volume, is the main upward wave starting?

MS-YOFC@EC2702A(28698.HK)