The optical communication industry chain is booming, with the Communication ETF Huaxia (515050) rising over 7%, and the holdings stocks triggering a surge in limit-up hits.

2026-04-09 16:32:17

Abstract generation in progress

On April 8th, the optical communication industry chain collectively surged. As of 14:04, Communication ETF Huaxia (515050) rose over 7%, with holdings stocks hitting limit-up waves, Dalian Technology hit a 20cm limit-up, and stocks like Wangsu Technology, Changxin Bochuang, XinKe Mobile, Zhongji Xuchuang, Data Port, Dongshan Precision, SH Electric, Shen Nan Circuit, and Cambridge Technology all hit 10cm limit-ups.

According to Cailian Press, some analysts pointed out that the strength in the optical communication sector mainly benefits from the continuous explosion of global AI computing power demand, with 800G optical module shipments accelerating growth. A research report from China Merchants Securities shows that as overseas cloud vendors’ capital expenditure recovers, the prosperity of the optical module industry is expected to continue improving.

Huaxia Fund stated that compared to the expected trading in 2025, 2026 is expected to rely more on verification and segment differentiation, with the core mainline still revolving around sub-sectors with strong certainty and pricing power (optical modules/optical chips, advanced packaging and substrates, power distribution, etc.).

Guosheng Securities said that entering 2026, as AI computing clusters evolve toward higher computing density, 1.6T optical modules will enter a year of large-scale volume increase. Upstream core components (DSP, EML, silicon photonics capacity, and isolators) are facing a new round of tightening supply.

Communication ETF Huaxia (515050) closely tracks the CSI 5G Communication Theme Index, covering the entire chain from the scarce upstream optical chips to fiber optic cables benefiting from CPO/OCS new technologies, and AI servers. This layout directly supports the dual drivers of accelerated AI computing capital expenditure and technological iteration, making it a core tool for capturing the performance release of the communication sector.

Annual report data shows that in 2025, the net profit of Communication ETF Huaxia (515050) reached 5.213 billion yuan, ranking first among communication ETF products.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.