--- title: "CPO concept stocks collectively rebounded, communication ETF Harvest made a one-click layout of the optical communication industry chain" type: "News" locale: "en" url: "https://longbridge.com/en/news/281296809.md" description: "On April 1, 2026, A-share CPO concept stocks collectively rebounded, with the CNI Communications Index rising by 1.06%. Component stocks such as Dingtong rose by 11.99%, and TFC increased by 5.45%. The National Development and Reform Commission and the Ministry of Finance issued a new notice to reduce radio frequency fees, enhancing the commercial viability of related industries. Galaxy Securities believes this policy represents a structural adjustment in radio spectrum management. Guoxin Securities recommends paying attention to high-quality companies in the telecommunications and optical communication sectors. The Harvest CNI Communication ETF closely tracks the CNI Communications Index, providing investment opportunities in optical communication" datetime: "2026-04-01T03:34:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281296809.md) - [en](https://longbridge.com/en/news/281296809.md) - [zh-HK](https://longbridge.com/zh-HK/news/281296809.md) --- # CPO concept stocks collectively rebounded, communication ETF Harvest made a one-click layout of the optical communication industry chain On the morning of April 1, 2026, A-share CPO concept stocks collectively rebounded. As of 11:02, the CNI Communications Index rose sharply by 1.06%, with constituent stock Dingtong up 11.99%, TFC up 5.45%, Yongding Co., Ltd. up 5.34%, and stocks such as Zhongbei Communications and Ruijie Networks also following suit. Recently, the National Development and Reform Commission and the Ministry of Finance jointly issued a notice on optimizing and improving the standards for radio frequency occupancy fees, significantly reducing fees for specific applications such as industrial private networks, broadband digital trunking, and 5G-R, while restructuring the charging system for space services and lowering fees for high-frequency bands. This will significantly reduce operating costs for related industries and enhance the commercial viability of emerging technologies such as commercial aerospace and satellite internet. Galaxy Securities believes that this policy fills the institutional gap in charging for new applications and represents a structural and strategic adjustment in the field of radio frequency spectrum management. Guoxin Securities stated that the traditional business of the telecommunications industry remains stable, with active layouts for innovative applications. Current valuation levels have rebounded somewhat, but after a broad market rise, it has entered a phase of differentiation. Future trends will rely more on the sustainability of corporate profit growth, the ability to enhance network value, and the intensity of technological innovation investment. It is recommended to pay attention to quality enterprises with outstanding operators, optical communications, and core technologies. Data shows that as of March 31, 2026, the top ten weighted stocks in the CNI Communications Index (399389) are Xinyi Sheng, Zhongji Xuchuang, TFC, ZTE Corporation, Hengtong Optic-Electric, China Mobile, China Telecom, Zhongtian Technology, China Unicom, and Xunwei Communications, with the top ten weighted stocks accounting for a total of 56.58%. The communication ETF Harvest (159695) closely tracks the CNI Communications Index, allowing for easy investment in the optical communication industry chain. Off-exchange investors can access investment opportunities in optical communications under the AI transformation through the communication ETF Harvest linked fund (019072) ### Related Stocks - [688668.CN](https://longbridge.com/en/quote/688668.CN.md) - [300394.CN](https://longbridge.com/en/quote/300394.CN.md) - [159695.CN](https://longbridge.com/en/quote/159695.CN.md) - [399389.CN](https://longbridge.com/en/quote/399389.CN.md) ## Related News & Research - [Forget cellular data: China’s telecoms giants are selling AI token plans](https://longbridge.com/en/news/286750580.md) - [08:00 ETWorldwide RAN Market Remained Stable in 1Q26, According to Dell'Oro Group](https://longbridge.com/en/news/286412466.md) - [08:00 ETFoundry DST Introduces a New Category in Communications Intelligence: Anticipatory Sentiment, Mapped at the Sub-State Level](https://longbridge.com/en/news/286908839.md) - [Stocks to buy: Tata Communications, Nibe, ELGI Equipments on analyst radar](https://longbridge.com/en/news/287141880.md) - [Why Japan Communications' (TSE:9424) Shaky Earnings Are Just The Beginning Of Its Problems](https://longbridge.com/en/news/286824720.md)