Likes ReceivedGuangfa Communication ETF (159507) rose 2.21%, with component stock Changfei Fiber hitting the daily limit-up during the session.
Geopolitical tensions eased, and the U.S. tech sector performed actively overnight, with the optical communication sector surging significantly. Influenced by this, on March 25th, A-shares continued their rebound. On the market, concepts such as CPO, optical modules, and computing power led the gains.
Overseas, recently, GTC 2026 and OFC 2026 have concluded successively, jointly establishing new benchmarks for the optical communication industry and validating robust demand before 2030. NVIDIA expects chip procurement to reach a trillion dollars around 2027; Lumentum disclosed that its production capacity is sold out by the end of 2027, with the compound annual growth rate of indium phosphide demand reaching 85% by 2030, confirming the rigid demand for high-speed optical modules.
Domestic technology has achieved another breakthrough. On March 24th, China Information and Communication Technology Group announced the achievement of 2.5Pb/s real-time transmission over a 24-core fiber optic cable with ultra-large capacity, setting a new world record. The results will be applied in scenarios such as data center interconnection and backbone networks, providing high-speed, stable, and large-capacity optical communication infrastructure support for the development of the digital economy.
Driven by AI demand, the price of optical fibers and cables has continued to soar since early 2026. According to data from "Fiber Online," as of March 4th, the price of G.652.D single-mode fiber rose from 18 yuan/core-kilometer at the beginning of the year to 85-120 yuan, while G.657.A2 surged from 35 yuan to 210-230 yuan/core-kilometer.
Wanlian Securities pointed out that with the accelerated construction of the AI ecosystem, the continuous explosion of Agents, and the sustained high growth in AI computing power demand, optical communication has become a core link in AI computing power infrastructure construction. Optical communication technologies such as optical modules and fiber optic cables will further innovate and iterate. At the same time, the concentrated emergence of multiple MSAs at the OFC 2026 conference also reflects that as the data scale of global AI data centers continues to expand, the importance of interconnection technology is further highlighted. Newer technologies such as higher-speed copper links, optical modules, and XPO will also continue to emerge.
As of the midday close, the GF Communication ETF (159507) rose 2.21%, with a turnover exceeding 12 million yuan, and attracted over 30 million yuan in the past 20 days. Among the top three weighted stocks, Suzhou Everbright Photonics fell 0.26%, TFC Optical Communication rose 5.49%, and Zhongji Innolight rose 2.64%. Among the constituent stocks, Tongding Interconnection rose over 10%, Net263 rose over 9%, and Yangtze Optical Fibre and Cable rose over 8%.
As of the previous trading day, the GF Communication ETF (159507) has gained 18.06% in the past six months and 95.13% in the past year, demonstrating outstanding past performance.
The GF Communication ETF (159507) closely tracks the return of the Guozheng Communication Index. The top three weighted stocks, "Yi Zhong Tian" (Suzhou Everbright Photonics, Zhongji Innolight, TFC Optical Communication), account for over 25% combined, deeply focusing on the core CPO (optical module) track and precisely positioning for the value revaluation opportunity of AI computing power infrastructure.
The GF Communication ETF (159507) offers convenient on-exchange trading with good liquidity. Off-exchange investors can pay attention to the feeder fund (Class A: 019236, Class C: 019237), which supports 7*24h subscription, allowing one-click deployment to capture the value revaluation opportunity in the communication industry chain.
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