The Zhitong Finance App learned that Changfei Optical Fiber Cable (06869) rose by more than 4%. As of press release, it had risen 3.99% to HK$138, with a turnover of HK$1,252 billion.
According to the news, the latest customs import and export statistics show that in July 2026, the unit price of China's optical fiber and optical cable exports rose again, breaking the record for the highest in the new year. Huachuang Securities pointed out that AI is rewriting the development logic of the optical fiber industry. As the only leader in the world that has mastered the three major prefabricated rod processes at the same time, the company will fully benefit from the sharp rise in volume and price in the industry; Changxinsheng Holdings lays out AI high-speed interconnect components, extending the industrial chain downstream, and two-wheel drive opens up room for incremental digital growth.
In addition, Changfei Optical Fiber Cable will release its interim results today. The company previously expected net profit of 2.4 billion to 3 billion yuan for the first half of the year, an increase of 711% to 914% over the previous year. Among them, net profit for the second quarter is expected to be 1.905 billion to 2.05 billion yuan, which is expected to increase 284% to 405% month-on-month. The increase in performance is due to the continuous expansion of domestic and international demand for new fiber optic cable products spurred by the accelerated construction of computing power data centers, as well as the continuous improvement of the industry's supply and demand structure.