CRU data shows Chinese fiber prices remain elevated while US and European prices surge, with European G657.A1 jumping 40.6% MoM. US demand is booming (+46% YoY) driven by data centers, and the broker reiterates a Buy on YOFC's H-shares.
The global fiber supply crunch is intensifying, and YOFC's H-shares offer deep value with strong growth prospects.
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