HK Stock Market Move | Nsing Technologies Inc. (02701) rose over 3% after launching MCU-related products dedicated to 800G/1.6T high-speed optical modules, which have achieved small-batch shipments.

Nsing Technologies Inc. (02701) rose over 3%, up 2.51% as of press time, at HK$8.17, with a turnover of HK$7.0074 million. On the news front, according to Nsing Technologies Inc.'s official WeChat account, recently, at the 2026 China International Optoelectronic Exposition (CIOE), focusing on key areas such as platform adaptation, customer validation, security compliance, and supply assurance, the company highlighted its N32H493 full-chain solution of dedicated MCUs for high-speed optical modules targeting the 800G/1.6T market. The related products have now entered the small-batch supply stage. EB SECURITIES believes that Nsing Technologies Inc. is one of the few suppliers that has achieved a domestic breakthrough in MCUs for 800G and above optical modules, and its penetration rate will continue to rise under the logic of supply chain security and domestic substitution. In 26H1, the company's chip business revenue was RMB430 million, up 38.1% year on year; gross profit was RMB136 million, with a gross margin of 31.5%, up 1.6 pct year on year. The bank believes that the year-on-year improvement in the company's chip business gross profit in 26H1 reflects the company's smooth price pass-through mechanism. If the industry subsequently brews a new round of price increases, combined with the company's further focus on high-value growth areas such as AI computing power and humanoid Siasun Robot&Automation, its profitability is expected to improve further.