Group 1 - The CPO concept has become active again, with notable stock performance in the sector [1] - Fuxin Technology reached the daily limit increase, indicating strong investor interest [1] - Saiwei Electronics and Xinyisheng both hit historical highs during the trading session [1] Group 2 - Other companies such as Shijia Photon, Guangku Technology, Changfei Optical Fiber, and Tengjing Technology also showed significant gains [1]

Core Viewpoint - Changfei Fiber Optics (06869.HK) experienced a significant increase in stock price, rising over 10% yesterday and opening nearly 4% higher today, indicating strong market interest and positive investor sentiment [1] Company Performance - As of the latest update, Changfei Fiber Optics' stock price is reported at 43.68 HKD, reflecting a 3.8% increase [1] - The trading volume reached 16.49 million HKD, suggesting active trading and liquidity in the stock [1]

Core Viewpoint - Changfei Fiber Optic Cable (06869) has seen a significant stock price increase, rising over 10% yesterday and opening nearly 4% higher today, indicating strong market interest and investor confidence [1] Company Summary - Changfei Fiber Optic Cable announced a placement of 70 million shares at a price of HKD 32.26 per share, representing a discount of 14.93% compared to the closing price on December 9 [1] - The net proceeds from the placement are expected to be approximately HKD 2.23 billion, with around 80% allocated for the development of overseas business and the remainder for working capital [1] Industry Summary - According to a report from Changjiang Securities, there is a surge in global AI computing power demand, leading to impressive financial results from cloud service providers and a rapid accumulation of cloud orders [1] - Capital expenditures are being revised upwards, with significant increases in investment, and the delivery of computing power cards is accelerating [1] - The demand for data center interconnectivity continues to rise, resulting in full capacity for optical chip production and a shortage of high-speed optical modules, prompting accelerated expansion [1] - There is a growing need for optical fiber cables, high-speed cables, and liquid cooling equipment as part of the expansion efforts in the industry [1]

Group 1 - Changfei Optical Fiber and Cable (601869) shares rose over 10% yesterday and opened nearly 4% higher today, currently trading at 43.68 HKD with a transaction volume of 16.49 million HKD [1] - The company announced a placement of 70 million shares at a price of 32.26 HKD per share, representing a discount of 14.93% compared to the closing price on December 9, with net proceeds expected to reach approximately 2.23 billion HKD, of which about 80% will be used for overseas business development and the remainder for working capital [1] - Longjiang Securities reported a surge in global AI computing power demand, with strong cloud service financial results, rapid accumulation of cloud orders, and significant increases in capital expenditures, leading to accelerated delivery of computing power cards [1] Group 2 - The demand for data center interconnection continues to rise, with optical chip production at full capacity and high-speed optical modules in short supply, prompting accelerated expansion [1] - The expansion of optical fiber and cable, high-speed cables, and liquid cooling equipment is underway, driven by the strong upward trend in AI and computing power [1]

来源：瑞恩资本RyanbenCapital 长飞光纤光缆(06869.HK)宣布，拟配售7000万股新H股，相当于经扩大已发行股本的8.46%，配售价为 每股32.26港元，较长飞光纤光缆周二(12月9日)收市价35.76港元折让9.8%，配售所得总额为22.6亿港 元，募资净额22.3亿港元，80%将用于发展海外业务，20%作集团的一般营运资金。 | | | 於本公告日期 | | | 繁殖完成後 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 佔相團 | | | 佔相関 | | | | | | 股份類別 | | 佔股份 | | 股份類別 | 佔股份 | | | | | 糖酸炭的 | 總數樹約 | | 總數模約 | 總數概約 | | 股東 | 股份類別 | 股份數目 | 自分比 | 百分比 | 股份數目 | 百分比 | 自分比 | | 非公贸股東 | | | | | | | | | 莊丹先生 | A殷 | 418.300 | 0.10% | 0.06% | 418.300 | 0.10% | 0.05% | | 宋璋先生 | H股 | ...

Group 1 - On December 10, 2025, Alibaba-W (09988), Tencent Holdings (00700), and Yangtze Optical Fibre and Cable (06869) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 2.987 billion, 2.301 billion, and 1.943 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Tencent Holdings (00700), and Xiaomi Group-W (01810) also ranked as the top three companies by trading volume, with trading amounts of 3.340 billion, 2.247 billion, and 1.303 billion respectively [1] Group 2 - In the Southbound Stock Connect, the top ten active trading companies included Alibaba-W (09988) with a net buy of 0.198 billion, Tencent Holdings (00700) with a net sell of 0.567 billion, and Yangtze Optical Fibre and Cable (06869) with a net buy of 0.161 billion [2] - In the Shenzhen-Hong Kong Stock Connect, the top ten active trading companies included Alibaba-W (09988) with a net buy of 0.144 billion, Tencent Holdings (00700) with a net sell of 0.038 billion, and Xiaomi Group-W (01810) with a net buy of 0.767 billion [2]

Core Viewpoint - The Hong Kong stock market experienced a net sell-off of 10.18 billion HKD from northbound trading, with significant movements in various stocks, indicating a mixed sentiment among investors [1]. Group 1: Stock Performance - Xiaomi Group-W (01810) saw a net buy of 6.19 billion HKD, with recent management changes aimed at enhancing operational efficiency and focusing on high-potential markets [4]. - Agricultural Bank (01288) received a net buy of 3.94 billion HKD, while China Construction Bank (00939) faced a net sell of 1.23 billion HKD, reflecting concerns over asset quality risks in the real estate sector [4]. - Alibaba Group-W (09988) had a net buy of 3.42 billion HKD, driven by the rapid growth of its AI application "Qianwen," which surpassed 30 million monthly active users shortly after launch [4][5]. - Longi Green Energy (06869) attracted a net buy of 2.46 billion HKD following its announcement of a share placement to enhance liquidity and fund overseas expansion [5]. - Meituan-W (03690), CNOOC (00883), and Pop Mart (09992) recorded net buys of 3.2 billion HKD, 2.69 billion HKD, and 1.79 billion HKD, respectively [6]. Group 2: Notable Sell-offs - The Tracker Fund of Hong Kong (02800) experienced a significant net sell of 15.58 billion HKD, indicating a shift in investor sentiment [6]. - Tencent Holdings (00700) faced a net sell of 6.05 billion HKD, reflecting ongoing market concerns [6]. - Semiconductor Manufacturing International Corporation (00981) saw a net sell of 4.5 billion HKD, influenced by recent developments in U.S. chip export policies to China [4].

证券之星消息，12月10日通信设备板块较上一交易日上涨1.49%，长飞光纤领涨。当日上证指数报收于 3900.5，下跌0.23%。深证成指报收于13316.42，上涨0.29%。通信设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日通信设备板块主力资金净流出13.19亿元，游资资金净流出7.24亿元，散户资金 净流入20.43亿元。通信设备板块个股资金流向见下表： ...

12月10日，长飞光纤股价实现涨停，报收98.43元每股。该股隶属CPO板块，当日整个板块呈现探底回 升态势。 长飞光纤在盘前发布公告，宣布配股计划的具体细节。公司将配售7000万股新H股，每股定价32.26港 元。此次配股预计筹集资金总额约22.58亿港元，扣除相关费用后净额约为22.29亿港元。 配售协议已于12月9日正式签署。公司与配售代理就相关条款达成一致，配售将根据一般性授权进行。 预计每股配售股份的净额为31.85港元。 当日CPO概念板块整体表现活跃。与此同时，特发信息等其他相关个股也出现拉升涨停的情况。新易盛 上涨3%，中际旭创上涨2%并创下历史新高。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 配股价格较12月9日收市价37.92港元折让14.93%。配售股份占经扩大后已发行股本总数约8.46%，将分 配给不少于六名承配人。 长飞光纤主要从事光纤光缆的研发、生产及销售业务。公司在全球光纤预制棒、光纤及光缆供应领域处 于领先地位。2025年前三季度，公司实现营业收入102.75亿元，归母净利润4.70亿元。 公司 ...

12月10日午后，CPO板块探底回升，长飞光纤涨停，报98.43元/股。12月10日盘前，长飞光纤公告称， 拟通过配售7000万股新H股，配售价每股32.26港元，净筹约22.29亿港元，资金将用于发展海外业务及 补充营运资金。 ...