Zhi Tong Cai Jing·2025-10-02 07:43Core Viewpoint - Changfei Fiber Optics (601869) has seen a significant stock price increase of over 10%, attributed to positive market sentiment regarding its growth potential driven by AI infrastructure development [1][2] Group 1: Company Performance - As of the latest report, Changfei Fiber Optics' stock price rose by 10.1% to HKD 52.1, with a trading volume of HKD 4.32 billion [1] - The company is recognized as a global leader in the supply of optical fiber preform, optical fibers, optical cables, and integrated solutions, maintaining the largest market share since 2016 [1] Group 2: Market Opportunities - The market perceives limited growth potential for the company; however, there is optimism that AI computing infrastructure will drive a new growth phase [1] - In the optical transmission sector, products such as multimode optical fibers for data centers and G.654.E optical fibers for backbone networks are experiencing rapid growth, with the company leveraging its first-mover advantage [1] - The diversification strategy is expected to open new growth avenues, with subsidiaries like Changxin Bochuang (300548) and Changxin Sheng showing strong competitive advantages in MPO, AOC, and high-speed copper cable sectors, potentially accelerating overseas client acquisition [1]