Hong Kong Stock Alert | Optical Communication Concept Stocks Rally Again Optical Communication Performance Exceeds Expectations Across the Board OFC Conference Provides Optimistic Guidance for Optical Module Sector Demand

LootboxPhobia · 2026-03-24T03:45:53+00:00

Optical communication concept stocks climbed again, with multiple companies delivering better-than-expected performance, and Yangtze Optical Fibre and Cable surging 9.39%. A China J金 Securities research report points out that demand in the optical module industry is optimistic, with market scale expected to grow substantially in the future. Major enterprises released new technologies, driving the development of the optical chip industry.

LootboxPhobia

2026-03-24 03:45:53

Abstract generation in progress

CITIC Finance APP learned that optical communication concept stocks surged again. As of the latest report, Changfei Fiber Optic Cable (06869) rose 9.39% to HKD 159.6; Hongteng Precision (06088) increased 4.95% to HKD 6.78; Cambridge Technology (06166) gained 4.69% to HKD 74.75; and HuiJu Technology (01729) went up 3.51% to HKD 14.74.

On the news front, in 2025, the performance of listed companies in the optical communication sector generally exceeded expectations. Previously, Zhongji Xuchuang released its earnings quick report, achieving a total revenue of 38.24 billion yuan in 2025, a year-on-year increase of 60.25%, with a net profit of 10.799 billion yuan, up 108.81% year-on-year. Xin Yisheng forecasted a pre-profit of 9.4 to 9.9 billion yuan in 2025, a year-on-year increase of 231.24% to 248.86%. Additionally, companies like Shijia Photonics and Tianfu Communications also saw significant growth in their performance.

Guojin Securities released a research report stating that the OFC conference provided optimistic guidance for demand in the optical module industry. The market size is expected to grow 1.5 to 2 times by 2026, with further doubling in 2027 based on this foundation. Arista officially announced the establishment of XPO MSA, launching a 12.8Tbps liquid-cooled pluggable optical module, with panel density reaching 204.8Tbps/OCP rack unit, four times the current 1.6T OSFP solution, providing a path to extend the lifecycle of the pluggable optical module ecosystem. Lumentum predicts that indium phosphide chips will have a CAGR of 85% from 2026 to 2030, benefiting upstream optical chip industries.

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