YOFC's stock price soared 10.43% during intraday trading on Thursday, marking a significant upward movement for the communications equipment company.

The surge is driven by a sharp increase in optical fiber prices in China, with the average price of single-mode fiber reaching its highest level in nearly seven years. Specialty optical fibers used in applications such as military and data centers have also experienced substantial price hikes. Analysts attribute the price increases to a persistent supply-demand imbalance in the sector, fueled by strong demand from AI data centers and unmanned systems, coupled with ongoing constraints in optical preform capacity.

Industry outlook remains positive, with expectations for broad-based growth in the global optical fiber and cable market in 2026. North America is highlighted as a key region for demand growth, primarily due to accelerated construction of AI data centers and fiber broadband networks.