CIG(SH:603083) 智通财经网·2025-12-29 03:36Core Viewpoint - Cambridge Technology (06166) saw a significant intraday increase, rising over 8% to HKD 100.9, with a trading volume of HKD 318 million. The growth is attributed to positive market forecasts and strategic company initiatives [1]. Industry Summary - According to LightCounting, the global optical module market is expected to exceed USD 37 billion by 2029, with 1.6T optical modules projected to enter commercial use in 2025, anticipating a demand of 2.5 to 3.5 million units [1]. - Huolong Securities believes that the strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure development, along with the promotion of optical interconnect technology in AI scale-up networks, will lead to sustained rapid growth in the optical module market [1]. - The demand for high-speed optical modules is expected to enhance industry profitability [1]. Company Summary - Cambridge Technology plans to raise USD 100 million through H-shares to increase capital for its wholly-owned subsidiary CIG in the U.S., focusing on capacity expansion, R&D upgrades, market development, and supply chain security [1]. - The company anticipates significant shipments of 1.6T optical modules in Q1 2026, with an expected shipment share of approximately 20% for that year, which is projected to increase over time [1]. - The 800G optical module is expected to remain the primary product in terms of shipments for the year, with both product shares adjusting according to market demand and company capacity release dynamics [1].