YOFC (06869.HK) Price Surge Analysis: AI-Driven Explosion in Optical Module Demand

YOFC (06869.HK), a Hong Kong stock tech sector (communication equipment) target, rose 4.35% intraday to HK$37.92 on December 9, 2025 [2]. The core logic for its rise is the explosion in demand for 800G+ optical modules driven by the development of AI Data Centers (AIDC) [2]. TrendForce forecasts that shipments of 800G+ optical modules will reach 63 million units in 2026, an increase of 260% compared to 2025. This industry-level positive news has driven the overall strength of the optical communication sector [2]. Other targets in the sector, such as Hon Teng Precision (06088.HK) and Cambridge Technology (06166.HK), also rose during the same period [2].

From the perspective of price and trading volume, the stock is currently within the 52-week fluctuation range of HK$10.96-HK$65.00 [1]. The current price is near the upper part of the recent support level of HK$35, facing short-term resistance of HK$38-HK$40 [2].

This rise reflects the continuous pulling effect of AI infrastructure construction on the optical communication industry. As a core component for high-speed interconnection between data centers, the demand growth for 800G+ optical modules will not only directly affect optical module manufacturers but also transmit to upstream suppliers of basic communication materials such as optical fiber and cable [2]. As an industry leader, YOFC will directly benefit from this industrial trend.

1. The explosive growth in demand for 800G+ optical modules provides significant business growth opportunities for the company [2];
2. Emotional premium brought by the overall rise of the optical communication sector [2].

1. The current price-earnings ratio of 36.43 times is relatively high [1];
2. There is a risk of supply chain bottlenecks for core components such as laser light sources [2];
3. The overall market volatility of the tech sector is relatively high.

The rise of YOFC (06869.HK) is a concrete manifestation of the AI-driven explosion in demand for the optical communication industry. Investors need to pay attention to the actual progress of the development of the 800G+ optical module industry, as well as the company’s capabilities in supply chain management and cost control. At the same time, attention should be paid to potential risks brought by the current valuation level and the overall volatility of the tech sector.