On September 8, CIG rose 7.82% in regular trading, trading at 131.0 HKD/share with turnover of 376 million HKD, extending the prior session's over 22% rally.
On the news front, the company disclosed H1 results showing revenue of 2.705 billion yuan, up 32.92% year-over-year, and attributable net profit of 328 million yuan, surging 171.08% year-over-year. Adjusted net profit reached 319 million yuan, up 168.42%. Gross margin expanded to 30.77%, driven by optimized product mix as high-speed optical modules became the primary growth engine. The company's 800G optical modules have been certified and shipped in bulk to multiple major overseas customers, while 1.6T products are expected to enter mass production in H2.
Separately, institutional surveys revealed that NPO R&D progress has accelerated beyond the original schedule, with the first three prototypes set for delivery by month-end and testing to be completed by year-end. The company also completed filing for an 800-million-yuan industry investment fund aimed at strengthening its optoelectronic and chip supply chain. Multiple brokerages have maintained or initiated Buy ratings, citing sustained AI-driven demand for ultra-high-speed optical modules globally.
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