HK Stock Market Move | Some optical communication concept stocks are rising. XIZHI TECH-P (01879) is up over 22%, and Zhongji Innolight (03308) is up over 5%.

Some optical communication concept stocks are rising. As of press time, XIZHI TECH-P (01879) is up 22.15% at HK$322; Zhongji Innolight (03308) is up 5.13% at HK$1,209; TIME INTERCON (01729) is up 4.7% at HK$18.27. On the news front, at the 27th Optical Expo held not long ago, "locking orders" and "locking materials" became key terms during exhibition research. A CICC research report pointed out that demand certainty for 2027 has further improved. Combined with exhibition research, order schedules for some high-speed optical chip companies have extended to 2028 and beyond, while visibility for optical module orders covers 2027 and beyond. In addition, Goldman Sachs' latest industry research report comprehensively raised ultra-high-speed optical module procurement expectations: it raised 2027 and 2028 demand for optical modules at 800G and above rates by 39% and 36%, respectively, with total shipments expected to reach 144 million units and 171 million units, respectively.