On September 21, ZJ INNOLIGHT rose 3.15% in regular trading, trading at HKD 1,243.0/share, with turnover of HKD 1.249 billion.

Multiple catalysts continued to drive the stock higher. Goldman Sachs, after visiting 15 Chinese optical communication companies, significantly raised its demand forecasts for 800G-and-above optical modules for 2027 and 2028 by 39% and 36% respectively, to 144 million and 171 million units, while assigning the company a Buy rating. Meanwhile, the company has conducted consecutive large-scale share buybacks in recent sessions, including approximately RMB 296 million on September 17, RMB 199 million on September 15, and RMB 491 million on September 14, signaling strong management confidence.

Fundamentally, ZJ INNOLIGHT reported H1 revenue of RMB 41.778 billion, up 182.49% year-over-year, with net profit attributable to shareholders of RMB 13.651 billion, up 241.70%, continuing to validate robust demand in the optical module sector driven by AI infrastructure buildout.

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