On August 5, CFMEE rose 6.13% in regular trading, trading at 330.0 HKD/share, with turnover of HKD 49.01 million. Notably, the stock had opened down over 5% before staging a sharp reversal into positive territory.

On the news front, reports indicate the United States is planning to ban imports of new-model Chinese optical modules. The market expects this policy to accelerate the domestic substitution process across the optical communication supply chain. CFMEE, as a leading domestic direct-write lithography equipment manufacturer with products widely applied in optical communication and other fields, is positioned to benefit directly from this trend.

The previous trading day, CFMEE's A-shares surged 12.02% with net institutional inflows of RMB 217 million, while its H-shares rallied 16% driven by AI computing power demand boosting PCB volume and pricing. The early session dip was attributed to profit-taking pressure following Norges Bank's consecutive reduction of its H-share holdings, with its stake falling to 8.61%, combined with a 26.21% discount block trade on the A-share side on July 31.

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