Core Viewpoint - The stock of Changfei Optical Fiber Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase of over 20% from July 28 to July 30, 2025, prompting the company to clarify its operational status and confirm no undisclosed significant information [2][4]. Group 1: Stock Trading Abnormality - The company's stock price increased by over 20% in three consecutive trading days, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange rules [2][4]. - The company conducted a self-examination and confirmed that there are no undisclosed significant matters affecting the stock price, including major asset restructuring or significant transactions [6][8]. Group 2: Operational Performance - The company reported that its daily operations are normal, but the global optical fiber and cable market continues to face weak demand and declining average prices [5]. - For the fiscal year 2024, the company recorded an operating revenue of approximately RMB 12.197 billion, a year-on-year decrease of about 8.65%, and a net profit attributable to shareholders of approximately RMB 676 million, down approximately 47.91% year-on-year [5]. Group 3: Market Sentiment and Product Focus - There has been increased market attention on optical fiber and cable products related to computing power data centers, particularly on hollow-core fibers, although their market share remains small [7]. - The application of hollow-core fibers is still in the early stages, lacking stable sales and profit levels, and has not yet significantly impacted the company's financial data [8].

Group 1 - The company's stock experienced an abnormal trading fluctuation, with a cumulative price deviation exceeding 20% from July 28 to July 30, 2025 [1][4] - The company's operational performance remains normal, but the global fiber optic cable market is facing weak demand and declining average prices, leading to a revenue decrease of approximately 8.65% year-on-year to about RMB 12.197 billion in 2024 [1][2] - The net profit attributable to shareholders for 2024 is approximately RMB 676 million, representing a year-on-year decline of about 47.91% [1][2] Group 2 - The company confirmed that there are no significant undisclosed matters affecting the stock's trading fluctuations, including major asset restructuring or significant business collaborations [2][3] - Recent market interest has been noted in fiber optic products related to data centers, particularly hollow-core fibers, although these products currently represent a small portion of global demand and are still in early-stage applications [2] - The company’s board of directors has stated that there are no undisclosed matters that could significantly impact the stock price, and previous disclosures do not require correction or supplementation [3]

Summary of Key Points Core Viewpoint - On July 30, a total of 17 A-share listed companies disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Group 1: Companies and Their Share Reduction Plans - Rongda Photoelectric plans to reduce no more than 2% of its shares by controlling shareholders and their concerted actions [2]. - Panda Dairy's shareholders holding over 5% intend to reduce no more than 0.2823% of their shares [2]. - Gaolun Electronics' shareholder, Jinqiu Investment and its concerted parties, plan to reduce no more than 3% of the company's shares [2]. - Jiangnan Yifan's shareholders plan to reduce their holdings [2]. - Shenghong Co., Ltd. plans to reduce no more than 0.9969% of its shares by shareholder Sheng Jianming [2]. - Wanjitech's director Gao Xin plans to reduce no more than 21,000 shares [2]. - Jida Zhengyuan plans to reduce no more than 1.88 million shares by Beijing Zhongruan Alliance Technology Development Co., Ltd. [2]. - Desheng Technology's controlling shareholder and actual controller plan to reduce no more than 3% of the company's shares [2]. - KRAST's DrakaComteq B.V. plans to reduce 5.00% of its H-shares through block trading [2]. - Ruixinwei's shareholder Run Kexin plans to reduce holdings to 5% [2]. - Jiahuan Technology's controlling shareholder and actual controller's concerted party plans to reduce no more than 3% of shares [2]. - Guangwei Composites' controlling shareholder Guangwei Group plans to reduce no more than 1.21% of shares [2]. - Hengwei Technology's Tiancheng Fund plans to reduce no more than 1.8738% of shares [2]. - Beifang Co., Ltd.'s shareholder Tewo Shanghai plans to reduce no more than 3% of shares [2]. - Bohai Ferry's director and general manager, along with the board secretary, plan to reduce their shares [2]. - Hatou Co., Ltd.'s Dazheng Group plans to reduce no more than 1% of shares [2]. - Wansheng Co., Ltd.'s shareholder Gao Yuanxia plans to reduce no more than 0.08% of shares [2].

Core Viewpoint - On July 30, no A-share listed companies disclosed any increase in shareholding, while 17 companies announced share reductions, indicating a trend of shareholder divestment in the market [1]. Summary by Category Share Reduction Details - Rongda Photoelectric plans to reduce its shareholding by up to 2% [2] - Nengmao Dairy intends to reduce its stake by up to 0.2823% [2] - Gai Lun Electronics' shareholder, Jinqiu Investment, plans to reduce its holdings by no more than 3% [2] - Jiangnan Yifan's shareholders are set to reduce their shares [2] - Lei Hong Co., Ltd. plans to reduce its shares by up to 0.9969% [2] - Wanjie Technology's director, Gao Xin, plans to reduce up to 21,000 shares [2] - Jida Zhengyuan plans to reduce up to 1.88 million shares [2] - Desheng Technology's controlling shareholder intends to reduce up to 3% [2] - Changfei Optical Fiber's shareholder, DrakaComteq B.V., will reduce 5% of H-shares through block trading [2] - Ruixin Micro's shareholder, Runkexin, will reduce its stake to 5% [2] - Jiahuai Technology's controlling shareholder plans to reduce up to 3% [2] - Guangwei Composite's controlling shareholder, Guangwei Group, intends to reduce up to 1.21% [2] - Hengwei Technology's Tiancheng Fund plans to reduce up to 1.8738% [2] - Beifang Co., Ltd.'s shareholder, Tewo Shanghai, plans to reduce up to 3% [2] - Bohai Ferry's directors and general manager plan to reduce their shares [2] - Hatou Co., Ltd.'s Dazheng Group intends to reduce up to 1% [2] - Wansheng Co., Ltd.'s shareholder, Gao Yuanxia, plans to reduce up to 0.08% [2]

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Core Viewpoint - The stock of Changfei Optical Fiber and Cable (06869.HK) experienced significant price fluctuations, with a cumulative increase of over 20% in three consecutive trading days, indicating abnormal trading conditions [1] Company Summary - The company reported that its daily operations are normal despite the ongoing challenges in the global optical fiber and cable market, which has been facing weak demand and declining average prices since 2024 [1] - For the fiscal year 2024, the company's revenue is projected to be approximately RMB 12.197 billion, representing a year-on-year decline of about 8.65% [1] - The net profit attributable to shareholders for 2024 is expected to be around RMB 676 million, reflecting a significant year-on-year decrease of approximately 47.91% [1] Industry Summary - There is a growing market interest in optical fiber and cable products related to computing data centers, particularly in hollow-core fibers, although these products currently represent a small proportion of total global demand [1] - Hollow-core fibers are considered cutting-edge products, but their application is still in the early stages, lacking large-scale sales and stable pricing and profit levels [1] - The transition from early testing to large-scale commercial use of hollow-core fibers requires further maturation of the product and supply chain, and the related business has not yet had a significant impact on the company's financial data, with future developments remaining uncertain [1]