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Changes in Hong Kong stocks | Haiguang Xinzheng (01191) reversed the market by more than 7%, and after being included in Hong Kong Stock Connect, it surged by more than 50%, and orders for optical modules filled the full year of 2027

Zhitongcaijing·09/10/2026 02:01:04
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The Zhitong Finance App learned that Haiguang Xinzheng (01191) reversed the market today. As of press release, it rose 6.56% to HK$164, with a turnover of HK$167 million. Since the stock was included in Hong Kong Stock Connect on September 7, it has accumulated a cumulative increase of more than 50%.

According to the news, on September 4, Haiguangxin was giving guidelines that excited the market at the mid-term performance briefing. Deputy General Manager and Director General Hu Yong said that the high-speed optical module industry has no shortage of orders, only production capacity. The company's order guidelines have been filled for the full year of 2027. Shipments of 1.6T optical modules will begin in the second half of the year to supply leading overseas AI computing power infrastructure customers. R&D and customer verification of 3.2T and 6.4T NPO/CPO are progressing.

It is worth mentioning that since September 7, Haiguangxin has officially entered the Hong Kong Stock Connect list, unlocking the southbound capital channel. The company announced on the same day that it has established long-term in-depth strategic cooperation with the world's leading semiconductor manufacturer Grofond to fully promote the project implementation and large-scale mass production of 6.4T NPO products and accelerate the industrialization process of next-generation AI silicon optical interconnection technology.