Changes in Hong Kong stocks | Some optical communication concept stocks rose more than 22% by Gaoxizhi Technology-P (01879), and Zhongji Xuchuang (03308) rose more than 5%

Zhitong Finance App learned that some optical communication concept stocks were higher. As of press release, Xizhi Technology-P (01879) rose 22.15% to HK$322; Zhongji Xuchuang (03308) rose 5.13% to HK$1,209; and Huiju Technology (01729) rose 4.7% to HK$18.27.

According to the news, at the 27th Optical Expo not long ago, “lock order” and “lock material” became the key words of the exhibition research. According to the CICC Research Report, demand certainty will further increase in 2027. In conjunction with exhibition research, the order schedule for some high-speed optical chip companies has been extended to 2028 and beyond, and the visibility of optical module orders covers 2027 and beyond. In addition, Goldman Sachs's latest industry research report comprehensively raised procurement expectations for ultra-high speed optical modules: demand for 800G and above in 2027 and 2028 will be raised by 39% and 36% respectively, and total shipments are expected to reach 144 million units and 171 million units, respectively.