Recently, SY Holdings Group Limited ("SY Holdings" or the "Group", stock code: 6069.HK) and Yangtze Optical Fibre and Cable Joint Stock Limited Company ("YOFC", Stock Codes: 601869.SH, 06869.HK), a global leader in the optical communication industry, have reached a strategic cooperation. The two parties will carry out in-depth collaboration focusing on three key areas: industrial resource complementarity, ecological data connection, and supply chain innovation services, to jointly seize the market opportunities in the construction of new optical network infrastructure in the AI era. This cooperation is expected to unlock considerable business scale growth for SY Holdings.
SY Holdings has listed the "Going Global Strategy" as one of its core development drivers. Currently, it has reached going-global strategic cooperation agreements with over 10 leading Chinese enterprises in fields such as robotics, new energy vehicles, and AI infrastructure. It will build one-stop going-global solutions in areas including logistics, warehousing, customs declaration, and overseas order matching. On this basis, SY Holdings will join hands with YOFC to build an AI-driven supply chain technology service platform, providing technology empowerment and comprehensive value-added services to YOFC's suppliers. The two parties will leverage AI technology to realize the connection between industrial ecology and data, offering more comprehensive end-to-end supply chain solutions for YOFC's upstream and downstream partners. In the field of industrial globalization, relying on YOFC's global technological leadership and market position, as well as SY Holdings' one-stop international supply chain technology service capabilities, the two parties will continue to assist China's AI infrastructure industry in "going global."
YOFC is the world's leading provider of optical fiber preforms, optical fibers, cables, and integrated solutions, and the only enterprise globally that simultaneously masters and has industrialized the three mainstream preform preparation technologies. Adhering to its product R&D philosophy of "commercializing one generation, reserving one generation, and pre-researching one generation," YOFC took the lead in the industry in developing G.654.E optical fiber suitable for large-capacity, long-distance optical transmission networks. This not only filled a gap in this technical field in China but was also successfully applied in network infrastructure projects for China Mobile, China Telecom, China Unicom, the State Grid, as well as multiple countries including the Philippines and Brazil. In addition, the company continues to accelerate the R&D of new optical fibers such as hollow-core fiber and space-division multiplexing fiber, known as "disruptive technologies for next-generation optical communications," and has completed the establishment of full-stack key raw material self-research capabilities, with its technical level ranking among the top tier globally.
Driven by the accelerated development of AI technology, optical communication networks are evolving towards ultra-large bandwidth, ultra-low latency, and intelligence, and have become a key component of new information infrastructure construction. In this cooperation, YOFC will help SY Holdings quickly penetrate the optical communication industry and accurately grasp industry characteristics and customer demands. The two parties will cooperate in applying AI technology to conduct deep mining and intelligent analysis of data from multiple dimensions, jointly improving risk identification capabilities and business decision-making efficiency, optimizing operational processes, and enhancing customer experience, thereby strengthening the synergy and stability of the overall supply chain. Furthermore, SY Holdings will complete ecological and data connections through the "SY Cloud Platform," building a bridge for the efficient matching of high-quality assets with inclusive funds, providing customized supply chain solutions for upstream and downstream enterprises in the optical communication industry chain, effectively solving clients' pain points regarding capital turnover, order acquisition, and global layout, and contributing to consolidating the "foundation" of China's digital economy development.
SY Holdings continues to advance its platform-based development strategy, utilizing technological means such as AI Agents and large AI models to link industrial ecology and data, fully leveraging its differentiated risk control advantage of "transaction-focused, entity-light," helping small, medium, and micro enterprises in the chain to "find orders and find funding," and providing "cost-effective and efficient" capital turnover matching services. While deepening its presence in traditional industries such as infrastructure engineering, pharmaceuticals and healthcare, and bulk commodities, SY Holdings is also actively laying out in fields like e-commerce and going global. It has established strategic cooperative relationships with 17 core enterprises and its platform connects with over 200 funding partners. As of December 31, 2025, SY Holdings has helped over 23,000 SMEs secure over RMB 330 billion in order acquisition and working capital turnover. Reaching cooperation with YOFC marks a further extension of SY Holdings' platform technology service application scenarios and customer coverage, and also accumulates replicable experience for subsequent expansion in the new infrastructure field.
In terms of global market expansion, SY Holdings and YOFC demonstrate deep complementarity and synergistic potential. SY Holdings has established its international headquarters in Singapore and formed a professional team, while announcing the launch of global business expansion and building a new AI-driven international supply chain technology platform, practicing the mission and vision of "Empowering Chinese SMEs to reshape the global supply chain." Up to now, SY Holdings has established cooperative relationships with over 30 international financial institutions and reached strategic cooperation agreements with several internationally influential regional or industry players such as Carro and Shopee. YOFC actively participates in the joint construction of the "Belt and Road," having established 8 production bases in 6 countries including Indonesia, South Africa, Brazil, Poland, Germany, and Mexico, and set up over 20 overseas platforms, providing products and services to over 100 countries and regions worldwide, supporting the digital and intelligent construction of multiple countries and regions globally. Through this cooperation, SY Holdings is expected to work with YOFC to support the construction of communication infrastructure in underdeveloped regions by providing one-stop solutions covering supply chain services, financing, exchange rate management, and digital empowerment, allowing more regions to share the development dividends of the AI era.
It is worth mentioning that in advanced computing power, large AI models, and the AI ecosystem, SY Holdings has not only completed forward-looking layouts but also achieved commercial implementation. With the support of Wuxi City, SY Holdings has successfully accessed the Xuelang Computing Center, NVIDIA Intelligent Computing Center, and Zhongke Shuguang Advanced Computing Center, obtaining resources for over 60 H800 servers, possessing over 1,000P of intelligent computing power. At the same time, SY Holdings' East China headquarters in Wuxi, the "AI Future City," has been completed. As the nation's first AI industry digital ecological base, this project will promote the innovative application of AI technology in the industrial supply chain field, actively responding to the national policy call for the "AI+" special action. Furthermore, "SY Cloud Platform" has deeply integrated mainstream open-source large models such as DeepSeek, Qwen, and Doubao, enabling precise matching of optimal solutions for customers in various links of the supply chain, and has already generated revenue through the provision of AI services.
As the "nerve center" of digital infrastructure, the optical communication industry is not only a key cornerstone supporting the digital economy but also an important link promoting the digital transformation of the real economy. According to agency forecasts, by 2025, the global optical fiber and cable market size is expected to reach approximately USD 160 billion. As the world's largest producer and consumer of optical fiber and cable, China's market size is expected to exceed USD 60 billion, accounting for over 40% of the global total. Since 2016, YOFC has ranked first globally in sales volume for three major businesses—optical fiber preforms, optical fibers, and optical cables—for nine consecutive years. This cooperation will provide SY Holdings with an opportunity to quickly penetrate the high-growth track of optical network infrastructure construction and is expected to bring new business growth and expansion opportunities for both parties.
Looking ahead, SY Holdings will strengthen its cooperation with YOFC. Through deep participation in the industrial chain, innovative empowerment of the supply chain, and deep mining of ecological data, it is expected to promote the deep integration of the real economy and the digital economy, continuously unleashing the empowering value of digital infrastructure for the modern industrial system.
