On August 27, CIG rose 5.32% in regular trading, trading at 104.8 HKD/share, with turnover of HKD 873 million, extending gains from the prior session.

The rally was driven by the company's strong H1 results and capacity expansion plans. CIG reported H1 revenue of RMB 2.705 billion, up 32.92% year-over-year, with net profit attributable to shareholders of RMB 328 million, surging 171.08%. Gross margin reached 30.77%, up approximately 8.8 percentage points, primarily driven by the high-speed optical module business. The company's 800G optical modules have completed certification with multiple major overseas customers and achieved mass shipment in H1, while 1.6T optical modules are expected to ramp up volume in the second half.

At a performance briefing on August 25, management confirmed plans to achieve annualized optical module capacity of no less than 6 million units by year-end, with continued expansion at facilities in Jiashan, Malaysia, and a new Mexico optical module production line targeting early 2027 to serve North American clients. At the industry level, institutions forecast global Ethernet optical module sales to grow 73% year-over-year, underscoring sustained high demand for high-speed modules.

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