On September 16, CIG rose 5.67% in regular trading, trading at 115.1 HKD/share, with turnover of HKD 389 million. The rebound followed a 7.3% pullback on September 14 triggered by DSP chip shortage concerns affecting 1.6T mass production timelines, and was closely tied to broad-based strength across the optical communications sector.

On the same day, the Communications Equipment sector saw widespread gains, with FS.COM up 4.95%, YOFC up 3.87%, ZJ INNOLIGHT up 1.94%, and ZTE up 0.53%. The rally was underpinned by sustained institutional interest following the China International Optoelectronic Expo, where CIG hosted over 80 institutional investors and showcased 800G, 1.6T OSFP, ELSFP external light source products, and 6.4T/7.2T NPO prototypes.

Fundamentally, the company reported H1 revenue of RMB 2.705 billion, up 32.92% year-over-year, with net profit of RMB 328 million, surging 171.08%. Gross margin improvement was primarily attributed to a higher revenue contribution from 800G products. The company noted that 800G has completed certification with multiple major clients and is shipping in volume, while 1.6T is expected to enter mass production in H2, though industry-wide DSP chip supply constraints remain a near-term bottleneck.

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