Several optical communication concept stocks are trading higher, with CREALIGHTS (01191) gaining 4.79% to HK$133.4, CIG (06166) rising 4.24% to HK$115.5, ZJ INNOLIGHT (03308) up 3.58% to HK$1,100, and YOFC (06869) advancing 3.21% to HK$173.5.
Overnight, optical communication concept stocks in the US market surged, with Coherent climbing 10.90% and Lumentum rising 7.67%.
Morgan Stanley released a telecommunications and networking equipment industry research report on October 1, with the core judgment that US FCC restrictions on Chinese-made optical modules are most likely to take effect at the 3.2T generation, but a "US content exemption" pathway exists. The overall landscape is favorable for Lumentum and Coherent rather than a comprehensive ban on Chinese optical module manufacturers.
Zhongtai Securities recently noted that looking ahead, the optical communication industry is expected to continue benefiting from three driving forces: AI compute expansion, speed upgrades, and network architecture evolution. On the optical module side, 800G maintains strong momentum while 1.6T enters a phase of scaled deployment, with evolution toward 3.2T and CPO/NPO. On the optical chip side, demand for 200G EML and high-power CW light sources is expected to continue rising. Optical fiber demand is extending from traditional telecommunications networks to high-value scenarios such as AIDC, DCI, submarine optical cables, and CPO polarization-maintaining fiber. Optical components are further expanding from traditional module supporting roles toward CPO, OCS, and high-density connectivity.
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