On June 11, YOFC (Yangtze Optical Fibre and Cable) fell 3.2% in regular trading, trading at 224.8 HKD/share, with trading volume of HKD 1.091 billion. The decline extends the optical communications sector's recent weak adjustment pattern.

On the news front, research firm SemiAnalysis published a major report on June 9 explicitly turning bearish on CPO (Co-Packaged Optics) commercialization progress, stating that large-scale CPO deployment has been delayed to 2028-2029, significantly later than the market's prior expectation of full-scale ramp in 2027. Core bottlenecks cited include low optical engine interconnect yields, high integration difficulty between switching ASICs and optical components, and unfavorable cost comparisons versus traditional pluggable modules. Additionally, 800G optical module prices are expected to decline over 60%, while NVIDIA continues advancing its copper-over-optical strategy, further pressuring sector sentiment.

Peers also declined broadly, with Trigiant Group down 6.17% and Cambridge Technology down 3.46%, reflecting sector-wide selling pressure amid elevated valuations and ongoing profit-taking by investors.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)