智通财经网·2026-02-09 01:59Core Viewpoint - Changfei Fiber Optics (06869) has seen its stock price rise over 9%, reaching a new high of 99.9 HKD, driven by a favorable market outlook for fiber optics due to supply-demand dynamics and recent financing activities [1] Group 1: Market Dynamics - Fiber optic prices have been steadily increasing for about six months, with G.652.D bare fiber prices rising from less than 20 RMB per core kilometer [1] - The core reason for this price increase is a reversal in supply and demand: supply capacity is being continuously cleared while demand is accelerating due to AI data center construction, leading to a supply shortage [1] - The outlook for the fiber optic and cable industry is expected to remain positive, with companies likely to see improved performance as fiber optic prices rise [1] Group 2: Company Developments - Changfei Fiber Optics' subsidiary announced the completion of over 1 billion RMB in A+ round equity financing on February 6 [1] - The financing was led by Jiangcheng Fund and Changjiang Industrial Group, with participation from institutions like Optics Valley Financial Holdings and Chery's Chip Car Intelligent Fund [1] - The funds raised will primarily be used for the technological layout of the silicon carbide power semiconductor industry chain, aiming to accelerate the company's entry into emerging global markets [1]