YOFC (06869) experienced an intraday rise exceeding 6%. As of the latest update, its share price increased by 3.86%, trading at HK$23.16 with a turnover of HK$1.923 billion.

According to reports, the export volume of several fiber optic cable and optical module products saw double-digit year-on-year growth in Q1, with many companies' export orders scheduled through 2028. In early May, a fiber optic manufacturer in Nantong, Jiangsu province, saw the shipment price of its specialty fiber product (G.657.A2) increase tenfold within a year, yet demand continues to outstrip supply. Orders have grown fourfold year-on-year, with customers now required to pay deposits in advance to secure factory capacity.

Analysts point out that fiber optic prices showed a month-over-month upward trend in Q1 2026. During the reporting period, the company's delivery structure still included some low-priced long-term agreements and bulk procurement orders. As higher-priced orders are expected to be recognized starting in Q2, profit elasticity is anticipated to accelerate. Driven by the rising market demand in the core fiber optic cable business and the diversification into areas such as optical interconnection components, the company's performance is projected to achieve significant growth.