券商中国·2025-09-21 14:09Core Viewpoint - Draka Comteq B.V. has completely divested its holdings in Changfei Fiber Optic, selling 37.5953 million H-shares, which accounts for 5.00% of the company's total share capital, indicating a significant reduction in shareholder commitment [1][3]. Summary by Sections Shareholder Reduction - Draka Comteq B.V. sold a total of approximately 180 million H-shares from April 17 to September 19, representing 23.73% of the company's total share capital [3][4]. - The latest sale on September 19 marked the complete exit of Draka Comteq B.V. from its H-share holdings in Changfei Fiber Optic [3][4]. Stock Performance - Changfei Fiber Optic's A-shares have increased over 300% and H-shares over 400% since the beginning of the year, reflecting strong market performance [1][7]. - The stock reached a historical high on September 19, with three consecutive trading days of price increases [7]. Financial Performance - For the first half of 2025, Changfei Fiber Optic reported total revenue of approximately 6.384 billion yuan, a year-on-year increase of about 19.38%, while net profit attributable to shareholders decreased by approximately 21.71% to about 296 million yuan [9]. - The company noted that the global fiber optic cable industry faces challenges such as insufficient demand in the telecom market and declining average prices, which may impact future performance [9][10]. Business Outlook - The company highlighted the growing interest in fiber optic products related to data centers, particularly hollow-core fibers, although these products currently represent a small portion of total demand and have not yet significantly impacted financial results [10]. - Changfei Fiber Optic emphasized the need for ongoing technological advancements to maintain competitive advantages in the evolving market [11].