Changes in Hong Kong stocks | Zhongji Xuchuang (03308) increased its increase by more than 15% and recently received capital group holdings. The company is expected to fully enjoy the dividends of silicon light technology

The Zhitong Finance App learned that the increase of Zhongji Xuchuang (03308) increased by more than 15%. As of press release, it had risen 15.21% to HK$1,159, with a turnover of HK$3,056 billion.

According to the news, the latest data from the Hong Kong Stock Exchange shows that on July 30, The Capital Group Companies, Inc. increased its holdings of Zhongji Innox by 2.757 million shares, at a price of HK$980 per share, for a total amount of about HK$2,702 billion. The latest number of shares held after the increase was 2.757 million shares, with a shareholding ratio of 5.06%. China Securities International believes that the company has achieved mass production of silicon optical technology and developed and launched 400G, 800G and 1.6T silicon optical modules. In the first quarter of 2026, products using silicon light technology accounted for about 70% of the revenue of the high-speed product line. The upgrading of the product structure to high speed and silicon photovoltaics is an important support for the company to increase its gross margin from 31.6% to 41.5% in 2023-2025.

According to the Goldman Sachs Research Report, the global optical module market will reach US$50.9 billion in 2026, with a compound growth rate of 31% for 800G and above. The network specification upgrades of Nvidia GB200/GB300 and subsequent Rubin series chips will continue to drive demand for 1.6T and 3.2T optical modules. The bank believes that as an industry leader with a global market share of 21.2%, Zhongji Xuchuang is expected to fully enjoy industry dividends with R&D reserves, supply chain stability and customer stickiness.