Analysis of the H-share Popularity of Yangtze Optical Fibre and Cable Driven by AI Computing Power

Comprehensive Analysis

The event occurred at 16:30:01 UTC+8 on December 17, 2025. Tushare dc_hot notified that Yangtze Optical Fibre and Cable (06869.HK) entered the East Money App H-share Popularity List, reflecting the market’s concentrated attention on the stock’s trading activity that day [0].
On that day, the H-share rose by over 19% in the morning session, still had a 10.79% increase in the afternoon session, and recorded a turnover of HK$1.369 billion. The A-share (601869.SH) hit the daily limit simultaneously. The typical A+H linked market indicates cross-market resonance of capital and strong buying interest [1][2].
Institutions such as Huatai Securities and Zhongtai Securities point out that AI computing power networks drive demand for high-end optical fibers and cables. Hollow-core fibers, optical interconnection components, and the upcoming volume production of 1.6T optical modules are all the company’s technical advantages, and the continuous expansion of global AI data center construction keeps export orders on an upward trend [1][4][9].
The announcement on December 15, 2025, shows that Yangtze Optical Capital and Changxin Bochuang plan to jointly establish the 830 million yuan “Shanghai M&A Private Equity Investment Fund Phase III”. The investment focus covers high-end manufacturing, integrated circuits, new materials, new energy, and information technology. It extends the value chain through industrial investment and strengthens collaboration with high-end customers (such as North American AI data centers) [5][6][8].

Key Insights

Multiple catalysts (AI demand, institutional research reports, active A+H turnover, and industrial funds) overlap in the short term, leading to sustained popularity, but also making the trend more susceptible to capital sentiment fluctuations. The continuity of trading volume is worthy of key tracking [1][2][5].
The linkage between the industrial fund’s investment intent and the technology upgrade path provides the company with a vertical expansion framework from core optical fiber manufacturing to integrated circuits and optical interconnection components, helping to form higher added value on the long-term platform of AI computing power and data center demand [5][6][8][9].
High-end optical interconnection components (such as MPO/AOC, high-speed copper cables) for AI computing power networks are becoming long-term growth points. The expected volume production of 1.6T optical modules and the differentiated advantages of hollow-core fibers are gradually raising the competitive barriers [4][9].

Risks and Opportunities

The market has risen sharply in the short term. The H-share’s 19% increase and the A-share’s daily limit indicate that the market may have overreacted to expectations in the short term. Chasing highs requires vigilance against possible volatility and correction [1][2].
Domestic traditional telecom-side demand is still under pressure. The transition to the AI computing power market has not yet been fully realized. Fundamentals need to be fully verified through the next financial report and order confirmation [1][4].
The industrial fund is still under preparation. It needs to complete industrial and commercial registration and regulatory filing. There are still uncertainties about future investment targets and return cycles [5][6][8].
In terms of opportunities, the deterministic demand for AI computing power infrastructure, overseas data center expansion, and the company’s technical reserves jointly provide medium- to long-term support. If capital enters steadily on the basis of continued volume expansion, it is expected to provide a basis for valuation revaluation [5][9].

Key Information Summary

Event Time: 16:30:01 UTC+8 on December 17, 2025, triggered by Tushare dc_hot (East Money App H-share Hot List) [0].
Catalysts: AI computing power wave (1.6T optical modules, hollow-core fibers, optical interconnection components), institutional research reports, A+H linked popularity, and the newly established 830 million yuan industrial fund [1][2][4][5][6][8].
Focus Points: Whether subsequent trading volume continues, whether fundamentals can reflect AI business growth in financial reports/orders, and the actual investment execution of the industrial fund [1][5][8].
Risk Tips: Short-term valuation has been adjusted to a high level, traditional optical fiber telecom demand still needs to be repaired, and there are still uncertainties brought by the fund’s investment return cycle and overseas political background [1][5][8].

Analysis of the H-share Popularity of Yangtze Optical Fibre and Cable Driven by AI Computing Power

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