YOFC's stock price surged 16.35% during the intraday session on Monday, reflecting a significant upward movement.

The rally is attributed to a broad recovery across the optical communications sector, with strong momentum observed among industry peers. Fundamentally, YOFC reported robust first-quarter financial results, with gross margin increasing by 13.67 percentage points year-over-year to 41.51% and net profit attributable to shareholders soaring 226.4% year-over-year. The company's 100% optical preform self-sufficiency allows it to fully capture the benefits of rising fiber prices, delivering industry-leading earnings elasticity.

Market institutions note that AI-driven fiber price increases are becoming a long-term trend, as AI and hyperscale data centers generate surging demand for specialty fiber. The industry is undergoing a systemic valuation framework reconstruction as fiber transitions from commodity-grade products to high-value customized categories.