On May 26, Cambridge Industries Group (06166.HK) rose 8.9% in regular trading, trading at HKD 154.8/share, with trading volume of HKD 146 million.

On the news front, the CPO (Co-Packaged Optics) concept has been repeatedly active in recent sessions, with the company's A-share counterpart hitting the daily limit on May 25. The company's high-speed optical module orders remain robust, with annualized production capacity reaching 3.5 million units operating at high utilization. Its 1.6T optical modules have completed small-batch deliveries with orderly mass shipment arrangements, while 800G silicon photonics modules are in volume delivery to core North American clients.

Fundamentally, the company reported Q1 revenue of RMB 1.287 billion, up 43.98% year-over-year, with net profit attributable to shareholders surging 276.44% to RMB 118 million, driven by rapid scaling of the high-speed optical module business. The company is actively expanding production capacity at both domestic and overseas bases, including its Malaysia facility and Jiashan smart manufacturing center, to secure delivery of 800G and 1.6T products amid sustained global AI infrastructure buildout.

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