06869.HK (YOFC) Hot Stock Analysis: AI-2030 Strategy & International Growth Drive Performance

06869.HK (Yangtze Optical Fibre and Cable Joint Stock Limited Company, YOFC) has emerged as a prominent hot stock in the Hong Kong market, fueled by strategic initiatives and robust performance.

YOFC unveiled its “AI-2030” strategy to develop AI-ready optical infrastructure, targeting the growing demand for high-speed connectivity in AI applications [1]. This strategy positions the company to lead in next-generation optical solutions for AI workloads.

The company’s international expansion efforts have been highly successful, with overseas sales accounting for over 40% of its revenue [2]. YOFC has actively showcased its innovations at global events including MWC Barcelona [4] and CIOE 2025 [5], strengthening its global footprint.

YOFC introduced groundbreaking hollow-core fiber advances at OFC 2025, promising higher transmission speeds and lower latency [3]. These innovations enhance its competitive edge in the optical fiber industry.

In Q3 2025, YOFC reported revenue of 38.91 billion RMB, marking a 16.27% year-over-year increase and an 11.46% quarter-over-quarter growth [8]. The company’s strong financial results reflect the effectiveness of its strategic initiatives.

华泰证券 maintained an “增持” (Overweight) rating on YOFC with a target price of 53.38 HKD [9]. The stock has experienced significant single-day gains, including a 9.16% increase, indicating strong market interest [6].