HK Stock Market Move | Optical communication concept stocks rise again, with optical communication performance generally exceeding expectations. Optimistic guidance from OFC conference indicates demand for optical modules.

The concept stocks of optical communication have risen again. As of the time of publication, YOFC (06869) rose by 9.39% to 159.6 Hong Kong dollars; Hongteng Precision (06088) rose by 4.95% to 6.78 Hong Kong dollars; Cig Shanghai (06166) rose by 4.69% to 74.75 Hong Kong dollars; and TIME INTERCON (01729) rose by 3.51% to 14.74 Hong Kong dollars. In terms of news, in 2025, the performance of listed companies in the optical communication sector generally exceeded expectations. Previously, Zhongji Innolight released its performance report, achieving a total operating income of 38.24 billion yuan in 2025, a year-on-year increase of 60.25%, and a net profit of 10.799 billion yuan, a year-on-year increase of 108.81%; Eoptolink Technology Inc. forecasted a profit of 9.4 billion to 9.9 billion yuan in 2025, a year-on-year increase of 231.24% to 248.86%. In addition, companies such as Henan Shijia Photons Technology and Suzhou TFC Optical Communication have also achieved significant growth in performance. Sinolink released a research report stating that the optimism of the OFC conference guides the demand for the optical module industry, and the market size is expected to grow by 1.5-2 times in 2026, and continue to double in 2027 on this basis; Arista officially announced the establishment of XPO MSA and launched a 12.8Tbps liquid-cooled pluggable optical module with a panel density of 204.8Tbps/OCP rack unit, which is 4 times the existing 1.6T OSFP solution, providing a path to extend the lifecycle of the pluggable optical module ecosystem; Lumentum predicts that the CAGR of indium phosphide chips from 2026 to 2030 will reach 85%, benefiting the upstream optical chip industry.