As of April 17, 2026, at 14:13, the CSI 5G Communication Thematic Index (931079) surged by 4.19%, with constituent stock YUANJIE SEMICONDUCTOR rising by 10.59%, Zhongci Electronics by 10.00%, and Cambridge Technology by 10.00%, along with other stocks like Guangxun Technology and Sanan Optoelectronics also following suit. The communication ETF ChinaAMC (515050) increased by 4.30%, with the latest price reported at 2.89 yuan.
In terms of liquidity, the communication ETF ChinaAMC had a turnover of 6.03% during the session, with a transaction volume of 580 million yuan. Looking at a longer time frame, as of April 16, the average daily transaction volume of the communication ETF ChinaAMC over the past week was 539 million yuan.
On April 17, during the session, YUANJIE SEMICONDUCTOR's stock price surpassed Kweichow Moutai, becoming the highest-priced stock in A-shares. On March 20 of this year, the company's stock price had just broken through the 1,000 yuan mark. Since the start of the current market uptrend on September 24, 2024, YUANJIE SEMICONDUCTOR's stock price has increased by over 1500%.
In terms of news, the communication industry is currently in a phase of resonance from multiple factors, including an explosion in AI computing power demand, the release of policy dividends, and accelerated technological iteration, leading to a continuous increase in sector attention. From an industrial trend perspective, the strong demand for AI in computing power infrastructure is reshaping the growth pattern of the communication industry chain—optical interconnect has evolved from a supporting role in data centers to a key variable affecting AI computing power efficiency. Global leading optical communication manufacturers have orders for production capacity extending to 2028, with ongoing technological upgrades from 400G to 800G and then to 1.6T, showing strong demand certainty and profit elasticity in the core segments of the industry chain.
First Shanghai Securities believes that the continuous strengthening of AI applications reinforces the CAPEX logic for computing power, maintaining a positive outlook on the robust demand for the optical module industry in the coming years, with the supply-demand pattern of the industry remaining 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, expecting 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 new capacity construction. As a leading player in the upstream optical communication industry, Lumentum's outlook for the next three years is favorable for attracting more long-term capital to invest in the optical communication industry. Against the backdrop of extremely strong demand for computing power, the growth slope of optical communication is far above the industry average growth rate, and investment opportunities in the optical communication industry, including optical modules, optical chips, and optical devices, remain promising.
In terms of scale, the communication ETF ChinaAMC has seen a growth of 261 million yuan over the past week, achieving significant growth.
In terms of fees, the management fee rate for the communication ETF ChinaAMC is 0.50%, and the custody fee rate is 0.10%, which are the lowest among comparable funds.
The communication ETF ChinaAMC (515050) closely tracks the CSI 5G Communication Thematic Index, fully covering the entire chain from the scarce upstream optical chips to fiber optic cables, AI servers, storage, PCBs, and liquid cooling that benefit from new CPO/OCS technologies. This layout directly captures the dual drivers of accelerated capital expenditure in AI computing power and technological iteration, serving as a core tool for grasping the performance release in the communication sector
According to the annual report data, the Huaxia Communications ETF (515050) earned investors a profit of 5.213 billion yuan in 2025, ranking first among its peers in the sector.
Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI 5G Communication Thematic Index (931079) are respectively: Xinyi Technology, Zhongji Xuchuang, Luxshare Precision, Industrial Fulian, Zhaoyi Innovation, Tianfu Communication, Dongshan Precision, ZTE Corporation, Huagong Technology, and Hengtong Optic-Electric, with the top ten weighted stocks accounting for a total of 58.89%.
Related product: ChiNext Artificial Intelligence ETF Huaxia (159381): Half of the weight of the tracking index is concentrated in the optical module CPO sector, while the other half covers domestic computing power and AI software application fields, forming a balanced layout of &#34;hardware + application.&#34; The top 10 weighted stocks are Zhongji Xuchuang (15%), Xinyi Technology (15%), Tianfu Communication (7%), Runze Technology, BlueFocus Communication Group, Xiechuang Data, Kunlun Wanwei, Beijing Junzheng, Wangsu Technology, and Tonghuashun. The current fund size is nearly 2 billion yuan, with an on-market comprehensive fee rate of only 0.20%, the lowest among its peers, suitable for investors seeking high elasticity and optimistic about the AI+ main line. Off-market connection (Class A: 025505; Class C: 025506)

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As of April 17, 2026, the Communications ETF ChinaAMC rose by 4.30%, and YUANJIE SEMICONDUCTOR's stock price surpassed Kweichow Moutai, becoming the highest-priced stock in A-shares. The CSI 5G Communication thematic index increased by 4.19%, with several constituent stocks performing strongly. Currently, the telecommunications industry is gaining attention due to the demand for AI computing power, policy dividends, and technological iterations. First Shanghai Securities is optimistic about the future demand in the optical module industry, with Lumentum expecting that the optical communication industry will attract more investment in the next three years

腾讯新闻 - 财经

YUANJIE SEMICONDUCTOR

Guotai CSI All Share Communications Equipment ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Fullgoal CSI Communication Equipment Thematic ETF

ChinaAMC CSI 5G Communication ETF

CSOP CSI 5G

Actions

Moutai

SINOPACK

Accelink

SANAN

FIRST SHANGHAI

Lumentum

Eoptolink

Zhongji Innolight

LUXSHARE-ICT

GIGADEVICE

DSBJ

HGTECH

HTGD

ChinaAMC SZSE ChiNext Artificial Intelligence ETF

Range Technology

BlueFocus

Sharetronic Data

Kunlun

Hengtong Logistics

WANGSU

ROYALFLUSH INFO

ZTE Corporation

AI hardware continues to surge, communication ETF ChinaAMC up 4.30%, YUANJIE SEMICONDUCTOR stock price surpasses Moutai