Xin Lang Cai Jing·2026-02-09 03:39Group 1 - The core viewpoint of the article highlights that Changfei Optical Fiber and Cable (06869) has seen a significant stock price increase, reaching a new high of 106.20 HKD, with a current price of 105.10 HKD, reflecting a 15.75% rise and a trading volume of 2.095 billion HKD [1] - Huayuan Securities notes that 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, and are expected to accelerate after 2026 due to a reversal in supply and demand dynamics [1] - The increase in fiber optic prices is driven by a supply-side capacity reduction and accelerated demand from AI data center construction, leading to a supply shortage across various types of fiber optics [1] Group 2 - Changfei Optical Fiber and Cable's subsidiary announced the completion of over 1 billion RMB in A+ round equity financing on February 6, with investments led by Jiangcheng Fund and Changjiang Industrial Group, among others [1] - The financing will primarily be used for the technological layout of the silicon carbide power semiconductor full industry chain, aiming to accelerate the company's entry into emerging global markets [1]