智通财经网·2025-08-19 03:31Group 1 - Changfei Fiber Optics (06869) has seen its stock price rise over 13%, reaching a new high of 43.02 HKD, with a cumulative increase of 2.5 times this year [1] - The company reported a trading volume of 839 million HKD at the time of writing, with a current price of 43 HKD, reflecting a 13.64% increase [1] - Zhongtai Securities highlighted that hollow-core fiber, which uses air as a transmission medium, has lower latency and loss, making it a key product for future AI data center interconnections [1] Group 2 - The report indicates that the compound annual growth rate (CAGR) for hollow-core fiber is expected to reach 56.52% over the next six years, as it is still in the early stages of commercialization [1] - Corning anticipates that the rapid expansion of DCI (Data Center Interconnect) business will create a market opportunity worth 1 billion USD by the end of 2030 [1] - China Mobile's first hollow-core fiber has officially entered commercial use, which may lead domestic demand and accelerate the commercialization process [1] Group 3 - Changfei Fiber Optics is the sole bidder for the project, with the actual winning bid approximately 36,000 RMB per core kilometer [1] - The company is noted for its leading production capacity in hollow-core technology and has already secured contracts in related projects [1] - The commercialization process is expected to accelerate with the launch of China Mobile's first hollow-core fiber by July 2025 [1]