Changes in Hong Kong stocks | National Technology (02701) rose more than 12% in early trading N32H493 high-speed optical module full-link solution unveiled at the Optical Expo

The Zhitong Finance App learned that National Technology (02701) rose more than 12% in early trading. As of press release, it rose 11.63% to HK$8.88, with a turnover of HK$44.268,700.

According to news, recently, at the 2026 China Optical Expo (CIOE), National Technology focused on showcasing the N32H493 dedicated MCU full link solution for the 800G/1.6T market, focusing on key aspects such as platform adaptation, customer verification, safety compliance and supply assurance. Related products have now entered the small-batch delivery stage. According to Everbright Securities, Kookmin Technology is one of the few suppliers that have broken through the domestic production of 800G and above optical modules.

Goldman Sachs previously released a research report stating that it will raise the 2027/2028 demand forecast for 800G and above optical modules by 39% and 36%, respectively, to 144 million and 171 million units. At the same time, the report determined that the price of the 1.6T optical module will remain above 700 US dollars, and the price reduction for 800G products in 2027 is only a single digit.