On June 15, YOFC (Yangtze Optical Fibre and Cable) rose 3.71% in regular trading, trading at HK$228.6/share, with turnover of HK$488 million.

On the news front, the optical communications sector is staging a recovery after consecutive sessions of deep correction. The prior selloff was triggered by research firm SemiAnalysis publishing a bearish report questioning the timeline for CPO (Co-Packaged Optics) commercialization, combined with reports of 800G optical module prices facing potential cuts exceeding 60%. NVIDIA subsequently issued a denial, and industry investors indicated CPO mass production progress may arrive earlier than market expectations, gradually alleviating panic sentiment.

Fundamental support also underpinned the rebound, including a persistent global optical fiber supply-demand gap and Amazon's multi-billion-dollar fiber procurement agreement with Corning to support U.S. data center expansion. Peer stock Cambridge Technology also rose 4.49% on the same day, confirming the sector-wide recovery trend. Within the Communications Equipment sector, CIG rose 5.15%, MEIG gained 3.42%, and VTECH HOLDINGS added 3.28%.

(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.)