Changes in Hong Kong stocks | Kookmin Technology (02701) rose more than 3% to launch MCU related products for 800G/1.6T high-speed optical modules and has been shipped in small batches

The Zhitong Finance App learned that National Technology (02701) rose by more than 3%. As of press release, it had risen 2.51% to HK$8.17, with a turnover of HK$7.74 million.

According to the news, according to the National Technology Officer's WeChat account, recently, at the 2026 China Optical Expo (CIOE), the company focused on key aspects such as platform adaptation, customer verification, safety compliance and supply guarantee, the full link solution for the N32H493 high-speed optical module for the 800G/1.6T market. Related products have now entered the small-batch delivery stage.

Everbright Securities believes that Kookmin Technology is one of the few suppliers that have broken through the domestic production of 800G and above optical modules. Under the logic of supply chain security and domestic substitution, the penetration rate will continue to increase. 26H1's chip business revenue was 430 million yuan, up 38.1% year on year; gross profit was 136 million yuan, gross profit margin was 31.5%, +1.6 pct year on year. The bank believes that the year-on-year improvement in the company's gross profit of the 26H1 chip business reflects the smooth flow rate mechanism of the company. If the subsequent industry prepares a new round of price increases, superimposed companies will further focus on high-value growth areas such as AI computing power and humanoid robots, and profitability is expected to increase further.