YOFC (06869.HK) Hot Stock Analysis: AI-Driven Growth & Institutional Optimism

YOFC (Yangtze Optical Fibre and Cable Joint Stock Limited Company) is a global leading provider of optical fiber preforms, optical fibers, optical cables, and comprehensive solutions [4]. Established in 1988, it was the first dual A+H listed company in China’s optical fiber and cable industry (listed on the Hong Kong Stock Exchange in 2014 and Shanghai Stock Exchange in 2018) [5].

1. AI Demand Driver
   : The boom in AI data center construction has driven a surge in optical fiber demand, and the application prospects for CPO are broad [2]
2. Better-than-expected Results
   : Q3 2025 revenue reached RMB 3.891 billion, up 16.27% year-over-year [0]
3. Institutional Positive Ratings
   :
   • Nomura Securities upgraded its rating to Buy, raising the target price by 11% to RMB 15 [1]
   • Goldman Sachs noted positive market sentiment towards AI-related sectors [2]
   • Jefferies included it as a high-growth tech stock under one of its five key investment themes for 2026 [3]
4. Strong Stock Price Performance
   : The company’s stock price rose 46% over two days [2]

As a leader in the mainland China optical fiber market, the company benefits from national policy support for AI and high-tech manufacturing, with significant future growth potential [4]