As we move from 2025 into 2026, this is a moment to reflect on how far we have come and to look ahead to what lies next.
On behalf of YOFC, I would like to thank our customers, partners, and investors around the world for your trust and continued support. I also want to recognize the dedication of our global teams and the families who support them. Your commitment is the foundation of our progress.
This year marked a meaningful milestone for YOFC. An optical fibre produced by the company more than three decades ago—the first to be mass-produced in China—was added to the permanent collection of the National Museum of China. It serves as a reminder of how dramatically communication has evolved, from fixed-line phones and dial-up connections to today’s instant, high-capacity global networks. Throughout that evolution, YOFC has remained focused on one goal: enabling faster, more reliable connectivity for people and businesses everywhere.
The coming year opens a new phase of growth shaped by rapid advances in artificial intelligence, cloud computing, and data-driven technologies. These developments are fundamentally changing how networks are designed, built, and used. As demand for computing power and bandwidth continues to rise, optical connectivity is becoming more critical than ever. YOFC enters this next phase well positioned to help build the infrastructure that will support the AI-driven economy.
As we approach YOFC’s 37th anniversary, we continue to be guided by the same mindset that has driven our success from the beginning: remaining curious, ambitious, and ready to evolve. In 2025, colleagues from across five continents came together—alongside partners, families, and even our newest addition, the YOFC No. 1 robot—to celebrate that shared spirit and our confidence in the future.
Despite global economic uncertainty, cyclical pressures in the fibre and cable industry, and the rapid pace of technological change, YOFC delivered a resilient performance in 2025. We continued to invest in innovation, strengthened our market position, and advanced steadily across all major business segments. Our progress was driven by a clear strategic focus on global expansion, diversified growth, technological leadership, digital transformation, and disciplined capital deployment.
In our core businesses, YOFC remains closely aligned with AI-driven demand. Technologies such as cloud-network integration and generative AI are reshaping the telecommunications landscape, placing higher requirements on both network capacity and performance. Building on our leadership in optical fibre preforms, fibres, and cables, we are actively contributing to the next generation of AI infrastructure. At MWC Shanghai, we introduced our “AI-2030” strategy, which leverages advanced fibre technologies to support ultra-high-capacity networks. Our G.654.E fibre has become a preferred solution for long-haul and all-optical computing applications, while our hollow-core fibre has moved from research to commercial deployment, supporting early network rollouts with leading telecom operators.
Globally, YOFC continues to strengthen its industrial footprint and partnerships. Over the past decade, our Indonesia facility has grown from the ground up into a diversified manufacturing base. Our South Africa operations expanded capacity to deliver reliable, cost-effective broadband solutions. Across eight production sites in six countries—including Indonesia, South Africa, Brazil, Poland, Germany, and Mexico—we have improved coordination across procurement, R&D, quality, and delivery, enhancing efficiency while supporting broader access to reliable digital connectivity. Initiatives such as YOFC Global Culture Month have further strengthened collaboration across our international teams.
Our diversification strategy is also gaining momentum. EverProX Technologies has expanded rapidly in optical interconnect components across data communications, consumer electronics, and industrial markets. In industrial lasers, the YOFC Everfoton Xiangyang base began operations, and the acquisition of Penta Laser enabled integrated capabilities across fibres, laser sources, and equipment. YOFC Marine now provides comprehensive solutions spanning submarine optical networks, marine power systems, and offshore engineering. In semiconductors, YOFC Quartz has expanded production and partnerships in Wuhan and Ezhou, with our advanced Wuhan facility delivering its first wafer to support next-generation semiconductor and electric vehicle applications. In parallel, Changzhi (Sanya) Embodied Intelligence Technology was established to scale practical robotics applications across industrial, agricultural, and research settings.
Innovation remains central to everything we do. This year’s YOFC Innovation Day highlighted advances such as G.654.E and hollow-core fibre, underscoring our long-term commitment to AI infrastructure, data centers, and marine communications. Our State Key Laboratory of Optical Fibre and Cable Manufacturing Technology, working with leading international partners, published more than 50 papers at major industry conferences. YOFC also helped lead the development of international standards including IPEC 400G eSR4 and 800G eSR8, contributing to the future direction of high-speed optical interconnects.
We continue to use capital strategically to support long-term innovation. Following earlier industrial investment funds, YOFC launched the Hubei YOFC Angel Investment Fund to support early-stage hard-technology ventures and foster broader innovation ecosystems. These efforts have been recognized by the market, and YOFC was named a “Listed Company of the Year” by Bloomberg Businessweek for the tenth consecutive year—an acknowledgment of our consistency, transparency, and resilience.
YOFC’s progress has also drawn attention from media around the world, highlighting the growing role of fibre in AI-driven infrastructure and next-generation networks.
As we enter 2026—the Year of the Horse, a symbol of momentum and progress—we are reminded that every great leap in communication has depended on moving information faster and farther. From early couriers to today’s AI-powered networks, this impulse endures. YOFC is proud to provide the foundational infrastructure enabling this next chapter.
Looking ahead, we remain focused on sustainable, long-term value creation. For YOFC, this is a moment of opportunity—to deepen partnerships, expand globally, and continue translating technological innovation into real-world impact. We look forward to moving ahead together and building a more connected, intelligent world.