On September 11, YOFC rose 3.49% in regular trading, trading at HK$182.9/share, with turnover of HK$1.198 billion. The stock rebounded sharply after a brief pullback the prior session, supported by multiple converging catalysts across the optical communications sector.

On the news front, the 27th China International Optoelectronic Expo remains underway, with cutting-edge 1.6T optical modules, CPO architectures, and other next-generation products continuing to attract attention. On the capital flow side, Southbound funds (Northbound into Hong Kong) net purchased HK$4.08 billion worth of YOFC shares in the previous trading session, signaling strong mainland buying interest on dips. Goldman Sachs recently raised its global optical module shipment forecasts substantially, lifting 1.6T and above product volume estimates by 29% to 50%, while maintaining a target price of HK$292 and a view that quarterly revenue growth will continue, driven by higher optical fiber project pricing and product mix upgrades toward AI data center applications. The broader sector rallied in tandem, with ZJ Innolight up 5.8% and CIG up 2.75%.

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