Core Viewpoint - Changfei Fiber Optics (06869) has seen its stock price increase by over 30% this week, with a current price of 47.5 HKD and a trading volume of 1.307 billion HKD, indicating strong market interest and confidence in the company's growth strategy [1] Summary by Categories Company Actions - The company announced the issuance of 70 million new H-shares at a placement price of 32.26 HKD per share, expecting net proceeds of approximately 2.229 billion HKD [1] - About 80% of the proceeds from the placement will be used to develop the company's overseas business, while approximately 20% will be allocated for general working capital [1] Strategic Development - Huatai Securities highlighted the company's commitment to a globalization strategy, enhancing international competitiveness through the establishment of eight overseas production bases [1] - Revenue from the Hong Kong, Macau, and Taiwan regions, as well as overseas markets, has rapidly increased from 398 million RMB (7.0% of total revenue) in 2014 to 4.115 billion RMB (33.7% of total revenue) in 2024 [1] Future Outlook - The company is expected to continue optimizing its capacity layout to respond to the global recovery in fiber optic demand and strengthen the global expansion of its diversified business, supporting long-term growth momentum overseas [1]

（文章来源：每日经济新闻） 每经AI快讯，长飞光纤光缆(06869.HK)再涨超7%，本周累计涨幅已超30%。截至发稿，涨8.25%，报 47.5港元，成交额13.07亿港元。 ...

Core Viewpoint - Changfei Fiber Optics has seen its stock price increase by over 30% this week, with a current rise of 8.25% to HKD 47.5, driven by the announcement of a new share issuance [1] Group 1: Stock Performance - The stock price of Changfei Fiber Optics (601869) has risen over 7% recently, with a cumulative increase exceeding 30% for the week [1] - As of the latest update, the stock is trading at HKD 47.5 with a transaction volume of HKD 1.307 billion [1] Group 2: Fundraising and Utilization - The company plans to issue 70 million new H-shares at a placement price of HKD 32.26 per share, expecting net proceeds of approximately HKD 22.29 billion [1] - About 80% of the proceeds will be allocated to the development of overseas business, while 20% will be used for general operational funds [1] Group 3: Strategic Growth and Revenue - Huatai Securities has noted that the company is committed to advancing its globalization strategy by establishing eight overseas production bases to enhance international competitiveness [1] - Revenue from the Greater China region and overseas has grown significantly from HKD 398 million (7.0% of total revenue) in 2014 to an expected HKD 4.115 billion (33.7% of total revenue) in 2024 [1] - The company is positioned to continue optimizing its capacity layout to meet the recovering global demand for fiber optics and to strengthen its diversified global business expansion, supporting long-term growth [1]

消息面上，长飞光纤光缆此前公告，公司将发行7000万股新H股，配售价为每股32.26港元。此次配售预 计所得款项净额约为22.29亿港元。根据公告，配售资金的约80%将用于发展公司的海外业务，约20%将 用作一般营运资金。 智通财经APP获悉，长飞光纤光缆(06869)再涨超7%，本周累计涨幅已超30%。截至发稿，涨8.25%，报 47.5港元，成交额13.07亿港元。 华泰证券此前指出，公司坚定推进全球化战略，通过建设八大海外生产基地持续增强国际竞争力，中国 港澳台地区及海外地区收入快速增长，从2014年的3.98 亿元(占比 7.0%)跃升至2024年的 41.15 亿元(占 比 33.7%)，未来公司有望持续优化产能布局以应对全球光纤需求复苏，并强化多元化业务的全球拓 展，支撑海外长期增长动能。 ...

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with notable performances from several companies [1] - LianTe Technology reached a 20% increase, hitting the daily limit, while Changxin Bochuang rose over 10% [1] - Other companies such as Zhongjing Electronics, Cambridge Technology, and Sui Rui New Materials also saw substantial increases, with gains exceeding 6% [1] Group 2 - LianTe Technology's total market value is 20.8 billion, with a year-to-date increase of 112.40% [2] - Changxin Bochuang has a market value of 42.6 billion and a year-to-date increase of 214.88% [2] - Zhongjing Electronics has a market value of 7.5 billion and a year-to-date increase of 55.06% [2] - Cambridge Technology's market value is 43.1 billion, with a year-to-date increase of 202.52% [2] - Sui Rui New Materials has a market value of 24.1 billion and a year-to-date increase of 256.07% [2] - Huamao Technology's market value is 20.2 billion, with a year-to-date increase of 93.98% [2] - Dekeli has a market value of 27.3 billion and a year-to-date increase of 147.49% [2]

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]

每经AI快讯，长飞光纤光缆(06869.HK)昨日收涨逾10%，今日再高开近4%。截至发稿，长飞光纤光缆 涨3.8%，报43.68港元，成交额1648.92万港元。 ...

智通财经APP获悉，长飞光纤光缆(06869)昨日收涨逾10%，今日再高开近4%。截至发稿，涨3.8%，报 43.68港元，成交额1648.92万港元。 消息面上，长飞光纤光缆昨日发布公告称，拟配售合共7000万股配售股份，每股作价32.26港元，较12 月9日收盘价折让14.93%，配售所得款项净额约达22.3亿港元，其中约80%用作发展海外业务，余额作 营运资金。 长江证券此前发布研报称，全球AI算力需求迸发，云商财报亮眼、云订单快速积累，资本开支再次上 调、投入力度显著增强；算力卡交付提速。数据中心互联需求持续攀升，光芯片产能满载，高速光模块 供不应求，扩产加速落地。光纤光缆、高速线缆与液冷等配套设备扩容。AI与算力主线强劲上行。 ...

长飞光纤（601869）光缆(06869)昨日收涨逾10%，今日再高开近4%。截至发稿，涨3.8%，报43.68港 元，成交额1648.92万港元。 长江证券此前发布研报称，全球AI算力需求迸发，云商财报亮眼、云订单快速积累，资本开支再次上 调、投入力度显著增强；算力卡交付提速。数据中心互联需求持续攀升，光芯片产能满载，高速光模块 供不应求，扩产加速落地。光纤光缆、高速线缆与液冷等配套设备扩容。AI与算力主线强劲上行。 消息面上，长飞光纤光缆昨日发布公告称，拟配售合共7000万股配售股份，每股作价32.26港元，较12 月9日收盘价折让14.93%，配售所得款项净额约达22.3亿港元，其中约80%用作发展海外业务，余额作 营运资金。 ...

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 | ...