As of April 14, 2026, 15:00, the China Securities 5G Communication Theme Index (931079) surged by 2.29%, with constituent stocks such as Xinke Mobile rising by 11.32%, Huadian Co., Ltd. increasing by 10.00%, and Xinwei Communication up by 7.92%. Other stocks like Guobo Electronics and Zhaoyi Innovation also followed suit. The Communication ETF Huaxia (515050) rose by 2.39%, achieving a seven-day winning streak. The latest price reported is 2.74 yuan.
In terms of liquidity, the Communication ETF Huaxia had a turnover of 5.26% during the trading session, with a transaction volume of 490 million yuan. Looking at a longer time frame, as of April 13, the average daily transaction volume for the Communication ETF Huaxia over the past week was 574 million yuan.
In news, Lumentum, a leading American optical communication company, stated that demand for its optical components from tech giants is rapidly increasing, and it is expected that the company will even sell out its production capacity until 2028 in the near future, continuously validating the prosperity of optical communication.
In the A-share market, CPO resilience is strengthening, with Zhongji Innolight and Eoptolink reaching new historical highs during the trading session.
Guangfa Securities released a research report stating that benefiting from the global AI infrastructure wave, the demand for optical modules and server assembly markets continues to grow significantly, and the expansion of production lines + technological iteration has also brought about the demand for automated production lines. With leading manufacturers maintaining high capital expenditure, equipment manufacturers are expected to continue benefiting. The firm recommends paying attention to companies involved in optical module packaging equipment, optical module testing equipment, and server automation assembly and testing equipment.
The Communication ETF Huaxia (515050) closely tracks the China Securities 5G Communication Theme Index, fully covering the entire chain from the scarce upstream optical chips to optical fibers and cables, AI servers, storage, PCBs, and liquid cooling that benefit from new technologies like CPO/OCS. 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. Annual report data shows that in 2025, the Communication ETF Huaxia (515050) earned investors a profit of 5.213 billion yuan, ranking first among its peers in the sector.
The ChiNext Artificial Intelligence ETF Huaxia (159381): Half of the weight of the tracked 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 + applications.&#34; The top 10 weighted stocks are Zhongji Innolight (15%), Eoptolink (15%), Tianfu Communication (7%), Runze Technology, BlueFocus Communication Group, Xiechuang Data, Kunlun Wanwei, Beijing Junzheng, Wangsu Science and Technology, and Tonghuashun. Currently, the fund size is nearly 2 billion yuan, with a comprehensive on-market 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)

300502

300308

515050

159583

As of April 14, 2026, the China Securities 5G Communication Theme Index surged by 2.29%, and the Communication ETF ChinaAMC rose by 2.39%, achieving a seven-day winning streak. Zhongji Innolight and Eoptolink reached historical highs, and GF Securities pointed out that the global AI infrastructure wave is driving growth in demand for optical modules and server markets, with equipment manufacturers continuing to benefit. The Communication ETF ChinaAMC closely tracks the China Securities 5G Communication Theme Index, covering the entire chain of optical chips, optical fiber cables, AI servers, etc., earning investors a profit of 5.213 billion yuan in 2025

腾讯新闻 - 财经

Eoptolink

Zhongji Innolight

ChinaAMC CSI 5G Communication ETF

Fullgoal CSI Communication Equipment Thematic ETF

CICT MOBILE

SUNWAY COMM

Guobo Electronics

GIGADEVICE

Lumentum

GF SECURITIES

GF SEC

ChinaAMC SZSE ChiNext Artificial Intelligence ETF

NARADA

BlueFocus

Sharetronic Data

Kunlun

Hengtong Logistics

WANGSU

ROYALFLUSH INFO

The computing power prosperity index has skyrocketed, Zhongji Innolight and Eoptolink both hit new highs, and the communication ETF ChinaAMC rose by 2.39%, achieving a 7-day consecutive increase