Movement Alert|FIT HON TENG Rises 5.31% in Regular Trading, Showcases 1.6T Optical Module at CIOE as AI-Driven Demand Surges

Market Focus
Yesterday

On September 9, FIT HON TENG rose 5.31% in regular trading, trading at 5.565 HKD/share, with turnover of 30.30 million HKD.

On the news front, the CIOE China International Optoelectronic Exposition opened today in Shenzhen. FIT HON TENG exhibited its 1.6T high-speed optical module, ELSFP external laser source module, and XPO high-density connectivity solution, alongside a 224G NPO Socket solution designed for AI server racks. The showcase highlights the company's technological roadmap evolving from high-speed optical modules toward integrated optical, electrical, and thermal solutions.

At the industry level, Goldman Sachs significantly raised its optical module sector forecasts, while a supply shortage in CPO equipment continues to intensify. Meanwhile, OpenAI's release of GPT-6 Astra has further elevated expectations for computing power demand, driving broad-based activity across the optical communications sector. Earlier in August, FIT HON TENG surged over 15% in a single session as analysts noted that expanding cluster scale is accelerating the commercialization of NPO/CPO optical interconnect technologies, with the company's CPO solutions expected to ramp up in the second half of the year.

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