2 April 2026 | 9:56AM HKT Equity Research GC Tech: YOFC (6869.HK) CEO visit: Elevated optical fiber growth riding on AI; capex based on long-term demand We hosted YOFC's (6869.HK/ 601869.SS, not covered) president and management team in Hong Kong on Mar 31. Key topics were on the demand trend of optical fiber, pricing sustainability, capex plan and application potentials of hollow fiber. Overall, management has a positive view on the demand growth driven by AI data centers, which drives pricing momentum. Th ...