On October 2, CIG rose 5.6% in regular trading, trading at HK$114.9/share, with turnover of approximately HK$76.04 million.

On the news front, the optical communication sector continued to stabilize after a sharp pullback triggered by a US bipartisan Senate bill proposing restrictions on Chinese optical transceivers. Citi interpreted the bill as not a comprehensive ban but limited to federal national security system procurement, with short-term impact considered minimal. Jefferies noted that recent US-China meetings released a constructive atmosphere emphasizing strategic stability, making it highly unlikely that the US would ban Chinese optical modules from private data centers, characterizing the bill as largely policy noise.

Additionally, institutions highlighted that optical module thermal management is experiencing both volume and price growth as data rates iterate, supported by芯片-level precision cooling and CPO/NPO architecture evolution driving sustained industry upswing. Within the sector, ZJ Innolight rose 2.54% and YOFC gained 2.56%, reflecting a broader recovery across the optical communication space.

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