智通财经网·2025-12-18 01:54Core Viewpoint - The stock of Changfei Fiber Optics (06869) has seen significant price increases, with a recent rise of over 5% following a previous surge of over 21%, indicating strong market interest and potential growth in the fiber optics sector driven by AI demand [1] Group 1: Stock Performance - Changfei Fiber Optics' stock price reached 48.94 HKD with a trading volume of 1.163 billion HKD [1] - The stock has experienced a two-day consecutive increase, reflecting positive market sentiment [1] Group 2: Market Trends - There is a notable shift in the fiber optics market, with recent price increases of approximately 15% reported by major domestic and international manufacturers, including Corning and Fujikura [1] - Previously, the market was in a price decline phase due to reduced broadband investment from operators, but the current trend suggests a reversal [1] Group 3: Company Developments - Changfei's core product, G.654.E fiber, is gaining traction as a preferred choice for long-distance trunk network upgrades, particularly in the context of China's "East Data West Computing" initiative [1] - The company secured the largest share in a recent group-level procurement by China Telecom for G.654.E cables [1] - Changfei is leading in the research and industrialization of next-generation hollow-core fiber technology [1] - The company's subsidiary, Changxin Bochuang, is expanding into high-growth areas such as MPO, AOC, and high-speed copper cable components, benefiting from the construction of AI data centers in North America [1]