On September 10, CIG rose 5.05% in regular trading, trading at 124.5 HKD/share, with turnover of 1.245 billion HKD, extending its recent strong momentum.

On the news front, the company held a roadshow on September 9 during the China International Optoelectronics Expo (CIOE), hosting over 80 domestic and overseas institutional investors. The company showcased mass-produced 800G OSFP, 1.6T OSFP, and ELSFP external light source products, along with 6.4T/7.2T NPO prototypes. On the same day, multiple fund houses including Rosefinch Fund, Manulife Fund, and China Life AMP Asset Management disclosed research records on the company. According to research notes, NPO samples are expected to be delivered in the second half, with small-batch shipments anticipated in Q1 next year, while ELSFP is currently in a small-batch stage.

For context, CIG reported H1 revenue of 2.705 billion yuan, up 32.92% year-over-year, with attributable net profit of 328 million yuan, surging 171.08%. Its 800G optical modules have achieved large-scale shipments to major overseas clients, while 1.6T products are expected to enter mass production in H2.

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