06869

YOFC Stock Performance: YOFC's share price rebounded by 2.7% to HK$56.05 after a previous pullback, with significant trading volume and a notable increase of over 73% in the past month.

Industry Demand and Supply: The demand for optical fiber and cable is rising due to increased production needs, particularly driven by AI data centers, while supply may be constrained in the short term due to long expansion cycles.

Future Market Trends: Forecasts indicate that global demand for optical fiber and cable will continue to grow, potentially reaching hundreds of millions of core kilometers by 2025, with prices increasing since May.

Investment Recommendations: Kaiyuan Securities highlighted investment opportunities in the optical fiber and cable sector, recommending stocks like HENGTONG OPTIC-ELECTRIC and ZHONGTIAN TECH, while identifying beneficiaries such as YANGTZE OPTICAL FIBRE and FIBERHOME TELCOM.

Southbound Trading Inflows: TENCENT (00700.HK) saw significant net inflows of HKD1.1 billion, while BABA-W (09988.HK) and YOFC (06869.HK) also experienced positive inflows.

Southbound Trading Outflows: CHINA MOBILE (00941.HK) faced the highest net outflow of HKD1.1 billion, with additional outflows from HORIZONROBOT-W (09660.HK) and SMIC (00981.HK).

Short Selling Activity: TENCENT had a short selling volume of $1.70 billion with a ratio of 15.610%, while BABA-W's short selling reached $2.01 billion at a ratio of 19.614%.

Overall Trading Summary: The total Southbound Trading net outflow was HKD0, accounting for 34.09% of the total transaction amount of HKD75.41 billion.