$CIG (06166.HK)$ The stock price surged in the afternoon, hitting a new high of HKD 143.8 since its listing. As of the time of writing, it has risen over 14%, with a turnover exceeding HKD 1.3 billion.
In terms of market updates, TrendForce recently forecasted that the global AI-dedicated optical (transceiver) module market would reach USD 26 billion this year, representing a year-on-year increase of 57.6%. Additionally, data shows that five listed companies in the optical module sector have released their first-quarter reports. Among them, Zhongji Xuchuang leads in performance growth, with revenue increasing by 192.12% year-on-year and net profit attributable to shareholders surging by 262.28%; companies like Tianfu Communications and Shijia Optoelectronics also achieved double-digit growth in both revenue and net profits.
Huaxin Securities previously noted that the company has a comprehensive portfolio of optical module products, including Retimed 1.6T 2×DR4/DR8, 1.6T 2×FR4, OSFP DR8, and Gearbox 800G DR4 models, while also covering LPO/LRO-related models, primarily utilizing silicon photonics technology. By 2026, the company expects 800G optical modules to remain the mainstay of shipments, with 1.6T optical modules expected to achieve significant deliveries in the first quarter, showing an upward trend. With subsequent technological iterations, capacity releases, and customer expansion, the company's performance is expected to continue improving.