CIG (06166) rose more than 6% before noon, with a gain of 5.65% at the time of writing, trading at HK$93.45 and recording a turnover of HK$240 million. According to a research report by Guosheng Securities, the liquid cooling industry is undergoing a critical transition phase—shifting from the "first development stage" dominated by conceptual validation to the "second development stage" centered on order confirmation, capacity deployment, and earnings realization. The report highlights the industry's strong long-term certainty, with leading companies demonstrating advantages in full-chain integration, system delivery, and certification by major clients.
CIG is focusing on 800G liquid cooling optical modules, enhancing thermal efficiency and operational stability through customized liquid cooling structures. These modules are designed for high-power applications such as AI computing and hyperscale data centers, while also meeting the cooling requirements for next-generation 1.6T modules. Currently, the company's 1.6T optical modules are in the sampling and testing phase, with the liquid cooling solution yet to enter mass production.
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