On August 5, CIG (06166) fell 10.73% in regular trading, trading at HK$79.8/share, with turnover of HK$140 million.

On the news front, the US Federal Communications Commission is reportedly drafting a ban on importing Chinese-manufactured new data center optical modules, citing alleged security risks. CIG's core business involves the R&D, production, and sales of high-speed optical modules, making the proposed ban a direct headwind for the company's business outlook.

Market participants noted that Chinese manufacturers hold over 70% market share in the 800G/1.6T segment, suggesting a strict ban remains unlikely, though short-term sentiment impact is significant. Additionally, CIG had surged nearly 20% on August 4, and profit-taking pressure further amplified the intraday decline. Within the Communications Equipment sector, ZJ INNOLIGHT fell 8.67% and YOFC declined 2.37%, reflecting broad sector weakness. Notable exchange data showed a major shareholder increased holdings of 2.16 million shares at approximately HK$63.99 per share on July 30, signaling longer-term confidence.

(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.)