5天4板！2倍大牛股辟谣：不是英伟达供应商

Core Viewpoint - Changfei Fiber has seen significant stock price increases, with a year-to-date rise exceeding 200%, driven by market interest in advanced optical fiber technologies and potential collaborations with Nvidia [1][3][4] Group 1: Stock Performance - On August 29, Changfei Fiber's A-shares hit a limit-up price of 91.25 CNY, with a market capitalization surpassing 56.3 billion CNY [1] - The stock has achieved a five-day streak of four limit-up days, indicating strong market momentum [1] - The Hong Kong-listed shares of Changfei Fiber also experienced a notable increase, rising over 7% [1] Group 2: Financial Performance - For the first half of 2025, Changfei Fiber reported revenue of 6.384 billion CNY, a year-on-year increase of 19.37% [4] - The net profit attributable to shareholders was 296 million CNY, reflecting a decline of 21.69% year-on-year [4] - The net profit after excluding non-recurring items was 138 million CNY, showing a growth of 15% year-on-year [4] Group 3: Industry Developments - Nvidia's recent announcements regarding new Ethernet technology have sparked increased interest in optical communication hardware, benefiting companies like Changfei Fiber [3] - The market anticipates a rapid growth in demand for next-generation transmission technologies, such as hollow-core optical fibers, which offer low latency and high capacity [3] - Changfei Fiber is actively advancing its research and development in hollow-core fiber technology, although its commercial application is still in the early stages [3][4] Group 4: Market Position and Competition - Changfei Fiber is recognized as a leading player in the domestic optical fiber and cable industry, producing a wide range of products for the telecommunications sector [4] - The hollow-core fiber market is still in its infancy, with expectations that established companies will continue to dominate, while new entrants may find opportunities in collaboration with major cloud service providers [4] - Analysts believe that the demand for optical fibers will continue to grow as data centers increasingly require high bandwidth and low-latency connections [4]