Market Overview - The CPO concept has experienced a collective pullback for the second consecutive day, with notable declines in several companies including Tianfu Communication, which fell over 4%, and others like Guangku Technology, Dekeli, Xinyi Sheng, Lian Te Technology, Zhongji Xuchuang, and Changfei Fiber, all dropping over 3% [1]. Company Performance - Zhongji Xuchuang reported Q3 2025 revenue of 10.216 billion, a year-on-year increase of 56.83%, and a net profit of 3.137 billion, up 124.98% year-on-year. For the first three quarters, revenue reached 25.005 billion, growing 44.43%, with net profit at 7.132 billion, a 90.05% increase [2]. - Xinyi Sheng disclosed Q3 2025 revenue of 6.068 billion, marking a year-on-year growth of 152.53%, but a quarter-on-quarter decline of 5%. The net profit was 2.385 billion, up 205.38% year-on-year, with a slight quarter-on-quarter increase of 0.63%. For the first three quarters, revenue totaled 16.505 billion, a 221.70% increase, and net profit was 6.327 billion, up 284.37% [3]. Analyst Insights - Citigroup noted that Xinyi Sheng's Q3 net profit fell short of investor expectations, predicting a negative market reaction. However, this may be a one-time event, with expectations for significant net profit growth in Q4 due to the delivery of 1.6T product orders and the recognition of delayed order revenues. Citigroup maintains a buy rating on the stock [3].

每经AI快讯，长飞光纤光缆(06869.HK)绩后跌超5%，截至发稿，跌4.22%，报36.78港元，成交额2.37亿 港元。 ...

Core Viewpoint - Changfei Fiber Optics reported a decline in net profit despite revenue growth, indicating potential challenges in profitability despite positive revenue trends [1] Financial Performance - In Q3, Changfei Fiber achieved revenue of 3.891 billion yuan, a year-on-year increase of 16.27% [1] - Net profit attributable to shareholders for Q3 was 174 million yuan, a year-on-year decrease of 10.89% [1] - For the first three quarters, total revenue reached 10.275 billion yuan, reflecting an 18.18% year-on-year growth [1] - Net profit attributable to shareholders for the first three quarters was 470 million yuan, down 18.02% year-on-year [1] Market Sentiment and Future Outlook - UBS noted that current market sentiment reflects optimism regarding the growth potential of Changfei's high-margin data communication business and initial positive expectations for hollow fiber [1] - The firm anticipates moderate upward potential in the near term, with hollow fiber expected to mature over the next 2-3 years, contributing significantly to revenue [1] - However, the short-term impact on profitability from hollow fiber remains limited [1]

智通财经APP讯，长飞光纤(601869.SH)发布2025年三季度报告，该公司前三季度营业收入为102.75亿 元，同比增长18.18%。归属于上市公司股东的净利润为4.7亿元，同比减少18.02%。归属于上市公司股 东的扣除非经常性损益的净利润为2.83亿元，同比减少8.15%。基本每股收益为0.62元。 ...

Core Viewpoint - Changfei Fiber (601869.SH) reported a year-on-year increase in revenue and net profit for Q3 2025, indicating strong financial performance in the fiber optics industry [1] Financial Performance - The company's operating revenue reached 3.891 billion yuan, representing a 16.27% increase compared to the same period last year [1] - The net profit attributable to shareholders was 174 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 145 million yuan [1]

Core Insights - The company reported a revenue of approximately 10.275 billion, representing a year-on-year increase of 18.18% [1] - The net profit attributable to shareholders decreased to about 470 million, reflecting a year-on-year decline of 18.02% [1] - The basic earnings per share stood at 0.62 yuan [1]

格隆汇10月30日丨长飞光纤光缆(06869.HK)公告，2025年公司前三季度营收为102.75亿元，同比增长 18.18%；归属于上市公司股东的净利润4.7亿元。基本每股收益0.62元。 ...

Core Points - The company announced the resignation of Xiong Xiangfeng as a non-executive director due to retirement, effective immediately from the date of the announcement [1] - Qiu Xiangping has been nominated to replace Xiong Xiangfeng as a non-executive director, with his term starting from the date of approval at the company's shareholders' meeting until the current board's term ends [1] - A service contract will be established with Qiu Xiangping upon his appointment being approved at the shareholders' meeting [1]

格隆汇10月30日丨长飞光纤光缆(06869.HK)公告，熊向峰因退休原因已提呈辞任公司非执行董事职务， 辞任自本公告日期起即时生效。邱祥平获提名为公司非执行董事。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 長飛光纖光纜股份有限公司 Yangtze Optical Fibre and Cable Joint Stock Limited Company* （於中華人民共和國註冊成立之股份有限公司） （股份代號：6869） 海外監管公告 本公告由長飛光纖光纜股份有限公司（「本公司」）根據香港聯合交易所有限公司證 券上市規則第13.10B條作出。 以下為本公司於上海證券交易所網站刊發之《長飛光纖光纜股份有限公司第四屆 董事會第十六次會議決議公告》《長飛光纖光纜股份有限公司第四屆監事會第十一 次會議決議公告》《長飛光纖光纜股份有限公司日常關聯交易公告》及《長飛光纖 光纜股份有限公司關於董事辭任暨補選非獨立董事的公告》，僅供參閱。 承董事會命 長飛光纖光纜股份有限公司 Yangtze Optical Fibre and Cable Joint Stock Limited Company* 董事長 馬杰 * 僅供識別 ...