Movement Alert|CREALIGHTS Rises 5.1% in Regular Trading, CIOE Full-Stack Silicon Photonics Debut and Goldman Sachs Demand Upgrade Continue to Fuel Rally

Market Focus
09/21

On September 21, CREALIGHTS rose 5.1% in regular trading, trading at 168.4 HKD/share, with turnover of approximately 189 million HKD. The stock has sustained its upward momentum driven by a confluence of positive catalysts.

On the news front, CREALIGHTS recently showcased its full-stack self-developed silicon photonics 1.6T optical transceiver modules and 6.4T NPO products at the 27th China International Optoelectronic Exposition (CIOE). The company also announced a long-term strategic partnership with GlobalFoundries to accelerate engineering deployment and mass production of its 6.4T NPO products, advancing next-generation AI silicon photonics interconnect commercialization. Management indicated that high-speed optical module orders are fully booked through the entirety of 2027, with the industry in a state of being short on capacity rather than orders. The company's 1.6T modules began shipping to overseas leading AI infrastructure clients in the second half of the year.

Additionally, Goldman Sachs significantly raised its demand forecasts for 800G-and-above optical modules by 39% and 36% for 2027 and 2028 respectively, projecting global optical module market size to reach approximately $131.4 billion by 2027. Since its inclusion in the Stock Connect program on September 7, southbound capital has continued to accumulate positions, with net inflows recorded on all five most recent trading days.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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