On September 8, YOFC rose 4.57% in regular trading, trading at HK$184.3/share, with turnover of HK$581 million, extending the prior session's over 9% rally.

On the news front, the optical communications sector has strengthened significantly in recent sessions, with the core catalyst being Goldman Sachs' latest report sharply raising its global optical module shipment forecast, including a 29% to 50% upward revision for 1.6T and above products. U.S.-listed optical communications peers also rallied broadly, with Marvell Technology up over 7% and Corning up over 5%. Goldman Sachs expects YOFC's revenue to grow sequentially, driven by improved fiber project pricing and a product mix shift toward higher-ASP AI data center products, with its target price slightly raised to HK$292.

Fundamentally, YOFC reported H1 revenue of approximately RMB 9.809 billion, up 53.6% year-over-year, with net profit attributable to shareholders surging 889% to RMB 2.9245 billion. Southbound capital has added positions for seven consecutive days, reflecting strong buying interest from mainland investors on dips. Within the Communications Equipment sector, CIG rose 8.15% and ZJ Innolight gained 1.75%.

(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.)