Changes in Hong Kong stocks | Hongteng Precision (06088) rose more than 16% in cluster size to accelerate the industrialization and penetration of optical interconnection technology. The company's CPO plan may be expanded in the second half of the year

The Zhitong Finance App learned that Hongteng Precision (06088) increased its increase by more than 16% in the afternoon. As of press release, it had risen 15.55% to HK$6.09, with a turnover of HK$439 million.

According to news, recently, Gilad Shainer, senior vice president of Nvidia (NVDA), officially announced at a technical forum that CPO has entered the mass production stage and switches developed in cooperation with the supply chain have begun to be delivered to closely cooperating customers. It is expected that a large number of AI factories around the world will be introduced in the second half of the year. Open Source Securities believes that the jump in cluster size is putting forward a doubling demand for scale-up interconnection bandwidth, which is expected to accelerate the industrialization and penetration of optical interconnection technologies such as NPO/CPO, and promote structural revaluation of the value of optical communication in AI infrastructure.

China Securities International previously stated that Hongteng Precision has formed a core barrier for copper-light collaboration and system-level solutions in the field of AI computing power infrastructure, and that the three major product lines of high-speed connectivity, high-voltage power distribution, and liquid cooling and cooling have been implemented collaboratively. During OFC 2026 and GTC 2026, high-barrier products such as 102.4T ELSFP external laser modules, 1.6T high-speed connection solutions, and LC Busbar were exhibited, and in deep collaboration with ecological partners such as Broadcom and NTT. The next-generation backplane connectors and CPO solutions are expected to be released in the second half of 2026, and 102.4T related products will contribute significantly to revenue from 2027.