CIG(SH:603083) Jin Rong Jie·2025-12-29 04:05Group 1 - Cambridge Technology (06166) saw a significant intraday increase, rising over 8% to HKD 100.9, with a trading volume of HKD 318 million [1] - LightCounting predicts that the global optical module market will exceed USD 37 billion by 2029, with 1.6T optical modules expected to enter commercial use in 2025, anticipating a demand of 2.5 to 3.5 million units [1] - Huolong Securities believes that strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure will lead to sustained rapid growth in the optical module market [1] Group 2 - 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 expansion, and supply chain security [1] - The company expects to achieve significant shipments of 1.6T optical modules in Q1 2026, with an estimated shipment proportion of 20% for that year, which is expected to increase over time [1] - The 800G optical module will remain the main product in terms of shipments for the year, with the proportions of both 1.6T and 800G modules adjusting according to market demand and company capacity release dynamics [1]