China Stock of the Day | Kabutaro & Friends

Cambridge Industries Group (CIG)<603083>, a maker of optical modules and telecom equipment, was the Chinese stock most talked about online on November 11, 2026.
Background: Computing-power-related stocks such as optical communications were heavily bought in the A-share market on this day, and the ChiNext Index rose 3.11%. The company's shares also hit limit-up, rising 10.63 yuan (10.00%) to 116.95 yuan, with turnover of about 2.558 billion yuan and a total market capitalization of about 45.2 billion yuan. At its earnings briefing on November 9, company executives said order demand for high-speed optical modules was strong and that related components had been ordered in advance. They also outlined a plan to expand annual production capacity by at least 10 million units by the end of 2027. Rumors had circulated in the market that a major North American customer would cut orders due to delays in its data center business, but the company denied this and said it was also making progress in winning new customers in North America. The stock had hit limit-down on November 6, but rebounded sharply on this day.