Yangtze Optical Electronic Co. Ltd. A

Changyingtong announced that the company recently received a purchase order from a customer for polarization-maintaining fiber products, with a tentative total amount of 147 million yuan including tax. The company said this transaction is a routine operating sales order, and if implemented smoothly it is expected to have a positive impact on operating performance. The unit price in the order is tentative, and the final price will be calculated according to the framework agreement. The company has exempted disclosure of some information such as the customer name and product specifications.

On August 14, the communication equipment concept rose 3.09% intraday. Allied gained 20.00%, Changyingtong rose 13.38%, Gongjin Electronics rose 10.03%, Datang Telecom rose 9.96%, and Cambridge Technology rose 8.94%. On the news front, according to Xinwen Lianbo, since the beginning of this year China has accelerated the construction of a new generation of communication networks and continued to improve the integrated air-space-ground-sea information and communication layout. A research report from Western Securities pointed out that in 2026, the communication equipment industry is showing a structural expansion trend under the resonance of multiple factors, including the deepening of 5G-A and 6G deployment, a 7% increase in defense budgets, accelerated development of commercial aerospace, and AI-driven data center capacity expansion. A research report from Everbright Securities pointed out that capital expenditure of leading optical module manufacturers in the first quarter of 2026 surged 300% year-on-year, significantly boosting demand for upstream optical communication equipment, high-speed connectors, and precision structural components.