CIG rose more than 10%, gaining 27.95% to HK$116.5 by the time of writing. On the news front, CIG Tech released strong quarterly results on Thursday, showing revenue nearly doubled year-on-year and net profit surged 262%.

Overseas, leading global optical communications component maker Lumentum recently stated that due to high demand from data centers, its current production capacity is already insufficient to meet orders, and it expects its 2028 capacity to be fully sold out within two quarters.

A Goldman Sachs report expressed optimism for the optical communication network sector, noting that the evolution of data center architecture from horizontal to vertical is driving higher bandwidth and more connection demands, significantly expanding the overall serviceable market.

Huaxin Securities previously indicated that demand for 800G and 1.6T optical modules is currently robust. The company is continuously expanding production, with capacity at its Jiashan and Malaysia plants gradually coming online, and it is also advancing capacity construction at its production base in Mexico.

In 2026, the company expects 800G optical modules will still be the main shipment driver, while 1.6T modules are set for volume shipment in the first quarter and show an upward trend. With subsequent technological iterations, capacity releases, and customer expansion, the company's performance is expected to continue improving.