HK Stock Market Move | CREALIGHTS (01191) increased by over 7% against the market trend, having risen by over 50% since being included in the Hong Kong Stock Connect. Orders for optical modules are fully booked through the entire year of 2027.

CREALIGHTS (01191) has risen against the market trend today, at the time of writing, up 6.56% to HKD 164, with a transaction volume of HKD 167 million. Since being included in the Stock Connect on September 7, the stock has cumulatively risen over 50%. In terms of news, on September 4, CREALIGHTS provided market-pleasing guidance during its interim results briefing. Hu Yong, the Deputy General Manager and Company Secretary, stated that the high-speed optical module industry is not short of orders but lacks production capacity, and the company's order guidance is already filled through the entire year of 2027. The 1.6T optical modules will begin shipping in the second half of the year to leading overseas AI computing infrastructure customers, while the research and customer validation of the 3.2T and 6.4T NPO/CPO products are currently underway. It is worth mentioning that starting from September 7, CREALIGHTS officially entered the Stock Connect target list, unlocking the southbound capital channel. On the same day, the company announced a long-term, in-depth strategic cooperation with global leading semiconductor manufacturer GlobalFoundries to fully promote the engineering implementation and mass production of the 6.4T NPO products, accelerating the industrialization of the next-generation AI silicon photonic interconnection technology.