On August 3, ZTE rose 3.22% in regular trading, trading at HK$25.66/share, with turnover of HK$253 million. The communications equipment sector continued to strengthen, driven by a combination of significant IPv6 policy catalysts and rising expectations for supernode-scale deployment, extending momentum across the computing power industry chain.

Among sector peers, Cambridge Industries Group surged 7.11% on the same day, reflecting sustained sector enthusiasm. Additionally, UBS Group recently increased its long position in ZTE H-shares from 7.96% to 8.48%, signaling international institutional confidence in the company's connectivity-plus-computing dual-engine growth framework. The broader sector had already posted strong gains in prior sessions, with peers such as Innolight Technology, YOFC, and Fibocom all recording significant advances on July 31 amid the same policy tailwinds.

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