ab 6 July 2026 Global Research First Read Yangtze Optical Fibre and Cable Our reads on the recent share price correction Recent weakness reflects elevated expectations Recent weakness across China optical fibre names appears to reflect a combination of sentiment-driven concerns rather than deterioration in fundamentals. In our view, the key overhangs are: 1) concerns over a new capacity expansion cycle, particularly following announced expansion plans by new entrants such as Han's Laser and Hoshine Silicon, ...