值得注意的是，2022年4月8日，长飞光纤与博创科技五名股东签署股权转让协议及表决权委托协议，长飞光纤将取得博创科技合计25.43%的股份表决权，成为后者的控股股东及实际控制人。据悉，博创科技主营业务是光通信领域集成光电子器件的研发、生产和销售，公司应用于数据中心的800G高速有源铜缆有向市场销售。YOFC (06869) surged over 7% in early trading; as of the time of writing, it is up 4.26%, priced at 11.74 Hong Kong dollars, with a transaction volume of 43.6656 million Hong Kong dollars.
According to Zhito Finance APP, Yangtze Optical Fibre And Cable Joint Stock (06869) rose over 7% in the early trading session. As of the time of this report, it has increased by 4.26%, priced at HKD 11.74, with a transaction volume of 43.6656 million HKD.
Recently, many CSP manufacturers, aside from the NVIDIA GB200 solution, have proposed high-density cabinet solutions to enhance computing power and connection efficiency. As serdes upgrades from 112G to 224G, high-speed Copper cables and components become the most cost-effective solution in the short term, expected to be widely used in Scaleup and Scaleout fields. Everbright Securities indicates that, with Google, Broadcom AWS, and Microsoft shifting towards using self-developed ASICs and Ethernet architecture for networking, the demand for active Copper cables is set to see significant growth, and this high growth trend is expected to continue for at least 2 to 3 years.
It is worth noting that on April 8, 2022, Yangtze Optical Fibre entered into an Equity Transfer Agreement and Voting Power Entrustment Agreement with five shareholders of Broadex Technologies, whereby Yangtze Optical Fibre will acquire a total of 25.43% of the equity voting rights of Broadex Technologies, becoming its controlling shareholder and actual controller. It is reported that Broadex Technologies' main Business is the research and development, production, and sales of integrated optoelectronic devices in the field of optical communication, with its 800G high-speed active Copper cables being sold to the Datacenter market.