Revenue distribution by industry:

• Telecommunications: 70%
• Energy: 15%
• Industry and others: 15%

TOP 3 markets:

1. China: 50%
2. North America: 20%
3. Europe: 15%

Yangtze Optical Fibre And Cable Joint Stock Limited Company generates the majority of its revenue from the telecommunications industry, which is due to the high demand for fiber optic solutions in this sector. The largest market is China, which is not surprising as the company is based there and benefits from strong infrastructure development.

North America and Europe follow as important markets, with both regions benefiting from increasing digitization and expansion of fiber optic networks. The diversification into the energy and industry sectors demonstrates the company's effort to reduce its dependence on a single sector.

Production Sites:

• Wuhan, China
• Suzhou, China
• Chengdu, China

Yangtze Optical Fibre And Cable Joint Stock Limited Company, known as YOFC, mainly produces its products in China. The main production facilities are located in Wuhan, Suzhou, and Chengdu. These sites are strategically chosen to efficiently serve the demand both domestically and internationally.

YOFC is one of the leading manufacturers of optical fibers and cables worldwide. By geographically distributing the production sites, the company can benefit from logistical advantages and proximity to key markets.

Revenue Growth: Estimated at 10-12% annually (2025 forecast)

Market Expansion: Focus on Southeast Asia and Africa

Product Innovation: Investments in new fiber optic technologies

Yangtze Optical Fibre And Cable Joint Stock Limited Company is pursuing a growth strategy that focuses on geographical expansion and technological innovation. The company plans to strengthen its presence in emerging markets such as Southeast Asia and Africa to benefit from the increasing demand for fiber optic infrastructure in these regions.

Additionally, the company is investing in the development of new fiber optic technologies to expand its product range and enhance its competitiveness. These investments are intended not only to improve efficiency but also to reduce costs and increase product quality.

Through these strategic measures, the company expects to maintain its revenue growth in the coming years and further solidify its market position.

Main raw materials: Quartz glass, plastic, steel

Countries of origin:

• Quartz glass: USA, Germany
• Plastic: Saudi Arabia, South Korea
• Steel: China, Japan

Yangtze Optical Fibre And Cable Joint Stock Limited Company (YOFC) specializes in the production of optical fiber cables. The production mainly requires quartz glass, plastic, and steel. Quartz glass is mainly imported from the USA and Germany, as these countries have advanced technologies and high-quality raw materials.

Plastic, another essential component, is often sourced from Saudi Arabia and South Korea, as these countries are leaders in petrochemistry and produce high-quality plastics. Steel, needed for cable reinforcement, is mainly imported from China and Japan, as these countries have a strong steel industry and are geographically close, reducing logistics costs.

Market Share: 20% (estimated, 2025)
R&D Expenses: 5% of revenue (2024)
Gross Margin: 30% (2024)

Yangtze Optical Fibre And Cable Joint Stock Limited Company (YOFC) is one of the leading providers in the fiber optic and cable industry. With an estimated market share of 20% in 2025, the company holds a significant position in a competitive market.

A key competitive advantage of YOFC lies in its strong R&D focus, with the company investing about 5% of its revenue in research and development. These investments enable YOFC to develop innovative products and leverage technological advances to differentiate itself from the competition.

Additionally, YOFC benefits from a solid gross margin of 30%, indicating efficient production processes and strong cost control. This financial stability allows the company to expand into new markets and further solidify its market position.

Overall, YOFC's competitive advantage is well secured by its market leadership, innovation capabilities, and financial health.

Institutional Investor Share: approximately 35% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Yangtze Optical Fibre And Cable Joint Stock Limited Company is estimated to be around 35%. This suggests that a significant portion of the shares are held by large financial institutions, which is often a sign of confidence in the company's long-term stability and growth potential.

In 2024, there were no significant insider transactions, indicating that the management and other insiders did not make any significant changes to their holdings. This can be seen as an indicator of a stable internal assessment of the company's development.

Market share of Yangtze Optical Fibre And Cable Joint Stock Limited Company (YOFC): approx. 12% (2025, estimated)

Top competitors and their market shares:

1. Corning Incorporated: approx. 15%
2. Prysmian Group: approx. 14%
3. Furukawa Electric Co., Ltd.: approx. 10%
4. Sumitomo Electric Industries, Ltd.: approx. 9%
5. Fujikura Ltd.: approx. 8%
6. Hengtong Group: approx. 7%
7. Nexans S.A.: approx. 6%
8. Sterlite Technologies Limited: approx. 5%
9. LS Cable & System Ltd.: approx. 4%
10. OFS Fitel, LLC: approx. 3%

YOFC's economic moat:

YOFC has a moderate economic moat, mainly characterized by its strong presence in the Chinese market and its vertical integration in the manufacturing of optical fiber cables. This vertical integration allows the company to reduce costs and control quality, providing a certain competitive advantage.

Compared to competitors, Corning has a stronger economic moat, especially due to its advanced technology and patents in the field of fiber optic production. Prysmian Group and Furukawa Electric also benefit from technological innovations and a global presence, giving them a competitive edge.

Overall, YOFC has a significant advantage in the domestic market, but the technological advancements and global reach of competitors could pose a greater challenge in the long term.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Fiber Optics Industry: 12% (2024)

Yangtze Optical Fibre And Cable Joint Stock Limited Company recorded solid revenue growth of 8.5% in 2024, attributed to increasing demand for fiber optic products and a strong market position. The profit growth of 10.2% during the same period indicates that the company is operating efficiently and managing its costs well.

The company holds a significant market share of 12% in the global fiber optics industry, highlighting its competitiveness and its ability to benefit from the increasing digitization and expansion of broadband networks.

Overall, the financial performance of Yangtze Optical Fibre And Cable Joint Stock Limited Company shows positive trends, suggesting a potentially attractive investment opportunity. However, investors should also consider external factors such as regulatory changes and technological developments in the industry before making a final decision.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Yangtze Optical Fibre And Cable Joint Stock Limited Company has regularly distributed dividends in recent years. The dividend yield is currently around 4.5%, which can be considered attractive compared to other companies in the industry.

The reliability of dividend payment is supported by the company's stable financial performance. Over the past five years, the company has consistently paid its dividends, indicating a solid earnings position and a sustainable business model. Analysts expect the company to continue to be able to pay dividends at a similar level in the future, provided there are no significant market changes.