The Zhitong Finance App learned that Changfei Optical Fiber Cable (06869) rose by more than 6%. As of press release, it had risen 6.66% to HK$141, with a turnover of HK$1.88 billion.

According to the news, according to Optoelectronics Communications, China Mobile's general cable tender was restarted, and the maximum price was raised by 8.5% to about 7.1 billion yuan. Earlier, on July 8, China Mobile launched a centralized procurement project for ordinary optical cables from 2026 to 2027. About 2.161,800 core kilometers of ordinary optical cable products were purchased in this period, equivalent to 69.222 million core kilometers. At the time, China Mobile's tender documents showed a maximum collection price of 6,543,002,514.17 yuan (excluding tax).

Open Source Securities believes that the demand for optical fiber driven by AI infrastructure construction is impressive, and the certainty of demand is still obvious, and fiber leaders at home and abroad, which occupy the core racetrack share, are expected to continue to benefit from it. Furthermore, recently, some companies' fiber acquisition plans have run aground one after another, and expanding production across borders is not an easy task. Continue to be optimistic about fiber optic cable investment opportunities. Yamato said that Changfei Optical has benefited from the current strong upward cycle in the optical fiber industry, and the company is expected to be supported by technological leadership and upward space in the optical interconnection business.

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