YOFC: Booming Demand for Computing‑Oriented Optical Fibers Drives Explosive Profit Growth

YOFC released its 2026 half‑year performance forecast, projecting robust profitability growth driven by strong computing infrastructure demand. The company expects net profit attributable to parent shareholders for the first half of 2026 to range from RMB 2.4 billion to RMB 3.0 billion, representing a year‑over‑year growth rate of 711% to 914%. Non‑recurring adjusted net profit is projected at RMB 2.0 billion to RMB 2.6 billion, surging 1,349% to 1,784% year over year.

Computing Business Acts as Core Growth Engine, Product Mix Optimization Boosts Profitability

YOFC’s explosive H1 2026 profit growth is primarily fueled by accelerated global AI data center construction, which has triggered substantial expansion in demand for next‑generation optical fiber and cable products. The industry’s supply‑demand fundamentals continue to improve amid robust computing infrastructure buildouts. By deepening customer penetration in the cloud and AI computing sectors and optimizing its high‑value product portfolio, the company has achieved synchronous growth in overall revenue and gross margin, delivering a remarkable profitability upturn.

Improving Hollow‑Core Fiber Industrial Chain Unlocks Next‑Generation Computing Interconnection Potential

In June 2026, YOFC partnered with EXFO, a global leader in optical test and measurement solutions, to publicly demonstrate hollow‑core fiber technology at ShowNet & Interop Tokyo 2026. The two parties jointly deployed a 10‑kilometer hollow‑core fiber transmission link and conducted real‑time performance testing using EXFO’s newly developed dedicated OTDR equipment for hollow‑core fibers. The showcase fully validated YOFC’s superior hollow‑core fiber performance and reliability, while demonstrating the continuous maturation and improvement of the global hollow‑core fiber industrial ecosystem.

As a global pioneer in hollow‑core fiber R&D and industrialization, YOFC has established in‑depth cooperative relationships with top‑tier global carriers, equipment vendors and test instrument manufacturers. The company has successfully deployed more than ten commercial and pilot hollow‑core fiber projects across Asia, Europe and North America, consolidating its first‑mover advantage in next‑generation ultra‑low‑latency optical interconnection.

Full‑Industrial‑Barrier Manufacturing Capabilities Underpin Scalable Product Expansion

YOFC is the first domestic enterprise with independent optical fiber preform manufacturing capabilities and one of the few global players proficient in both PCVD and VAD+OVD preform production processes. The PCVD process delivers precise refractive index distribution control and exceptional processing flexibility, enabling the company to rapidly adapt to evolving market trends and capture high‑growth industry opportunities. Complementarily, the VAD/OVD process enhances preform manufacturing efficiency, reduces fiber attenuation and lowers production costs.

Backed by advanced dual‑process manufacturing technologies, superior product quality and comprehensive customer service, YOFC has built stable and long‑term partnerships with China’s three major telecom carriers and global industry clients. Its full‑stack industrial chain barriers and diversified process capabilities provide solid foundational support for the large‑scale shipment of high‑margin computing‑oriented optical fiber products.