Optical communication concept stocks saw a widespread decline. As of press time, YOFC (06869) fell by 6.91% to HKD 86.2. HUA HONG SEMI (01347) dropped 4.2% to HKD 98.1. TIME INTERCON (01729) decreased by 3.86% to HKD 16.93. CIG (06166) declined 3.06% to HKD 71.25. FIT HON TENG (06088) was down 2.87% to HKD 4.74. An institutional research report noted that following the conclusion of 2025 performance forecasts, the appreciation of the Renminbi is impacting the optical interconnect sector, which relies heavily on overseas exports. Provisions and foreign exchange effects are expected to have an overall impact, potentially reducing profits by an average of up to 5%. However, for some companies, these factors could affect nearly half of their profits. Looking ahead to 2026, while individual company differences are anticipated, the overall impact is projected to be manageable. For the 2026-2027 period, demand in the pluggable market continues to rise, but new packaging and material technologies are beginning their initial implementation phase, presenting opportunities worth monitoring for marginal changes.