On August 26, YOFC rose 3.32% in regular trading, trading at HK$169.8/share with turnover of HK$677 million, extending the previous session's strong rebound.
The rally is driven by the company's blockbuster interim results disclosed on August 21. H1 revenue reached RMB 9.809 billion, up 53.6% year-over-year, while net profit attributable to shareholders surged 889% to RMB 2.925 billion, significantly exceeding market expectations. Optical transmission product gross margin expanded to 63.11%, up approximately 33.5 percentage points, benefiting from fiber price increases amid accelerating AI computing infrastructure buildout. The optical interconnect component segment recorded 55% revenue growth year-over-year as data centers upgrade toward 400G/800G speeds.
Additionally, the company declared an interim dividend of RMB 1.06 per share, while BlackRock previously raised its H-share stake to 7.35%, signaling sustained institutional inflows. Multiple brokerages including Everbright Securities and Daiwa have issued positive assessments, citing the strong fiber upcycle and high-growth optical interconnect business outlook.
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