--- title: "The optical communication concept surged across the board, with the telecom ETF E Fund rising over 2% at one point, as institutions continue to be optimistic about the strong demand in the optical module industry" type: "News" locale: "en" url: "https://longbridge.com/en/news/283084458.md" description: "Optical communication concept stocks surged across the board, with the telecom ETF E Fund rising over 2% at one point. As of April 17, the CSI Telecom Thematic Index increased by 1.45%, and the telecom ETF E Fund is currently up 1.77%. Zhongji Innolight's first-quarter report shows operating revenue of 19.496 billion yuan, a year-on-year increase of 192.12%. First Shanghai Securities is optimistic about the demand in the optical module industry, and Lumentum expects supply and demand to be tight in the next three years, attracting long-term capital to invest in the optical communication industry" datetime: "2026-04-17T03:09:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283084458.md) - [en](https://longbridge.com/en/news/283084458.md) - [zh-HK](https://longbridge.com/zh-HK/news/283084458.md) --- # The optical communication concept surged across the board, with the telecom ETF E Fund rising over 2% at one point, as institutions continue to be optimistic about the strong demand in the optical module industry As of April 17, 2026, 10:52, the CSI Telecom Thematic Index (931235) surged by 1.45%, with the Telecom ETF E Fund (563010) once rising over 2%, currently up 1.77%, with a turnover of 6.23% and a transaction volume of 11.5154 million yuan. As of April 16, the Telecom ETF E Fund (563010) has seen a growth of 46.5773 million yuan in scale over the past six months, achieving significant growth. In terms of news, on the evening of April 16, Zhongji Innolight disclosed its quarterly report showing that in the first quarter of 2026, Zhongji Innolight achieved a total operating revenue of 19.496 billion yuan, a year-on-year increase of 192.12%, and a net profit of 5.735 billion yuan, a year-on-year increase of 262.28%. As a developer, manufacturer, and seller of high-end optical communication transceiver modules, Zhongji Innolight continues to enhance its R&D investment, promote the iteration of high-speed optical module products, and ensure that the company maintains technological leadership and sustained competitiveness in the trend of rapid iteration of optical modules. First Shanghai Securities believes that the continuous strengthening of computing power CAPEX logic in AI applications will sustain strong demand in the optical module industry in the coming years, and the supply-demand pattern in the industry will remain tight. Lumentum's CEO stated that the construction scale of ultra-large data centers in the United States is enormous, and the company's supply is increasingly unable to keep up with demand. It is expected that after two quarters, the company's capacity for 2028 will also be sold out, and the company is accelerating the renovation of old facilities to speed up the construction of new capacity. As a leader in the upstream optical communication industry, Lumentum's statement on the prosperity of the next three years is conducive to attracting more long-term funds to invest in the optical communication industry. Against the backdrop of extremely strong computing power demand, the growth slope of optical communication is far higher than the industry average growth rate, and investment opportunities in the optical communication industry, including optical modules, optical chips, and optical devices-related companies, are still promising. The Telecom ETF E Fund (563010) closely tracks the CSI Telecom Thematic Index, which selects 50 listed company securities involved in telecom operation services, telecom value-added services, communication equipment, communication technology services, and data centers as index samples, reflecting the overall performance of telecom-themed listed company securities. 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