Shares of YOFC (06869) jumped more than 6% on Thursday, trading up 6.27% at HK$188.1 with turnover reaching HK$2.14 billion at the time of writing.

On the news front, a recent ten-year supply agreement between Corning and Verizon, combined with nearly 90% price hikes in China Mobile's collective procurement tenders, further confirms the ongoing reversal in the fiber optic supply-demand landscape.

According to China Galaxy Securities, the fiber optic sector is transitioning from a traditional telecommunications cyclical industry into a computing infrastructure space, with backbone network expansions and rising data center internal demand working in tandem to open up long-cycle structural growth opportunities. Companies with core material self-sufficiency capabilities are expected to fully unleash their profit elasticity.

In the second quarter of this year, YOFC reported revenue of RMB 6.114 billion, up 65.4% quarter-over-quarter, while net profit attributable to shareholders reached RMB 2.43 billion, surging 390.7% from the previous quarter.

Previously, the company unveiled its new polarization-maintaining fiber series at the 27th International Optoelectronic Exposition, introducing the CopackAlign brand. YOFC's Executive Director and President Zhuang Dan stated that CPO and NPO technologies are accelerating from industry consensus toward large-scale commercial deployment, with polarization-maintaining fiber becoming a rigid requirement for AI optical interconnect applications.