Yinhua CSI 5G Communication Theme ETF

GigaDevice: Two New DRAM Models Expected to Mass Produce in H2, Optimizing Product Structure Strategy

GigaDevice Q1 Revenue Surges 119%, Net Profit Jumps 522%

GigaDevice expects storage prices to rise, gross margins to stabilize or decline

GigaDevice: Supply Chain Cost Increases Lead to Proposed MCU Price Hikes

GigaDevice Hits Record High Stock Price, Customized Storage Solutions Expected to Mass Produce This Year

ZTE Releases 2025 Sustainability Report: Scope 1 and 2 Emissions Cut by 46%, Exceeding Phase 1 Net Zero Target

GigaDevice Launches Three New Brushless Motor Gate Drivers

HKEX filing shows BlackRock increases stake in ZTE to 7.58%

ZTE Showcases AI Strategy at LATAM Expo: Deploys 37k Units to Boost Throughput by 20%

Nearly 400 Listed Companies Disclose Shareholder Reduction Plans in Q2, Total Amount Exceeds 118.8 Billion Yuan

JPMorgan Chase increased holdings in ZTE by approx 722k shares on May 12

JPMorgan reduces stake in ZTE by approx. 60.71 million HKD on May 11

Midea Group and ZTE Sign Strategic Cooperation Agreement

Inner Mongolia Energy Group Discusses Smart Energy Construction with ZTE

ZTE Demonstrates Technological Innovations at 2026 Broadband Conference in Sao Paulo

Luxshare Precision Industry Acquires JX International Equity to Become Controlling Shareholder

ZGXC Shareholder Zhu Yiming's Shares Reduction Reaches 1% Threshold

ZG Innovations Chairman Zhu Yiming Reduces Holding to 6.04%

China Minmetals Enhances Business and Value Creation through Full Industry Chain Synergy

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YOFChas extended its four-day rally, reaching a new high with a current trading price of HKD271, up 4.47%. G Sachs reported a 28% YoY revenue increase in 1Q26, although slightly below expectations. The gross margin improved significantly to 41.5%. Net profit surged 226% YoY to RMB495 million, but also fell short of forecasts. G Sachs raised its earnings forecasts for 2026-2028 and increased the target price for YOFC's H-shares from HKD255 to HKD290, maintaining a Neutral rating.

AASTOCKS News

YOFC

Fullgoal CSI Communication Equipment Thematic ETF

Guotai CSI All Share Communications Equipment ETF

Goldman Sachs

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YOFC Stretches 4-Day Rally to New High; G Sachs Lifts TP to HKD290

YOFCshares fell 13.34% to HKD200 despite a significant 2.86x surge in share price this year. The stock opened 5.11% lower and reached a low of HKD196.1, with a turnover of HKD3.475 billion. In 1Q26, YOFC reported operating revenue of RMB3.695 billion, up 27.7% YoY, and a net profit of RMB495 million, a 226.4% increase, driven by higher revenue and gross margin. Short selling reached $399.43M, with a ratio of 9.711%.

YOFC Slumps 13%+ Despite ~2.3x Surge in 1Q NP

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The Ministry of Industry and Information Technology released data showing that as of the end of March, the total number of 5G base stations reached 4.958 million, a net increase of 120,000 compared to year-end, accounting for 38.2% of the total mobile base stations, with the proportion rising by 0.6 percentage points from year-end

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China Mobile

China Unicom

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Harvest CNI Communication ETF

ChinaAMC CSI 5G Communication ETF

China Southern CSI Communication Service ETF

CSOP CSI 5G

MIIT: Total Number of 5G Base Stations Reached 4.958 Million by End of March, Net Increase of 120,000 from Year-End

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The State Council issued opinions on promoting capacity expansion and quality improvement in the service sector, emphasizing the deep implementation of large-scale 5G applications, advancing 5G-A network development, and strengthening 6G technology research. It also mentioned appropriately ahead-of-schedule construction of mobile IoT and the development of satellite internet application services

CHINA MOBILE

State Council: Strengthen R&D of Sixth-Generation Mobile Communication (6G), Advance Mobile IoT Construction

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The optical fiber concept sector performed strongly in the morning session today, with TGC (300265.CN) rising 11.08% to 20.85 yuan, Yunnan Germanium (002428.CN) rising 10.00% to 68.2 yuan, ZTT (600522.CN) rising 9.99% to 30.95 yuan, NEO (600184.CN) rising 9.99% to 24.44 yuan, TDii (002491.CN) rising 9.98% to 16.64 yuan, YOFC (601869.CN) rising 9.33% to 400.04 yuan, HTGD (600487.CN) rising 8.93% to 60.62 yuan, and Sun Cable (002300.CN) rising 7.81% to 10.21 yuan

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[Stock Movement] The optical fiber concept sector surged, TGC (300265.CN) rose by 11.08%

IDGT

Askey Computer Corp. and Bloxtel Inc. have announced a strategic partnership to develop and scale autonomous decentralized private 5G infrastructure. The collaboration will integrate Bloxtel's AI-enabled 5G core network with Askey's SCU5000 small cell, creating an all-in-one access point (AP 201) that minimizes reliance on centralized cloud systems. This edge-native architecture enhances responsiveness for applications like industrial automation. The AP 201 will be available in Q4 2026, marking a significant step towards simplifying private 5G deployment while ensuring security and performance.

prnewswire

iShares US Digital Infrastructure and Real Estate ETF

16:27 ETAskey and Bloxtel Announce Strategic Partnership to Accelerate Global Deployment of Autonomous and Decentralized Private 5G Infrastructure

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Sharetronic Data expects its net profit in the first quarter of 2026 to increase by 284.14% year-on-year to 402.33%, benefiting from the rapid development of AI computing power business. Yinhua CSI 5G Communication Theme ETF rose by 3.23%, marking a challenge for a 7-day consecutive increase, reflecting strong market demand for the 5G industry. The company's layout in the computing power service market is gradually showing results, with related business revenue expected to increase by more than 17 times year-on-year in 2025

腾讯新闻 - 财经

Sharetronic Data

Bosera CSI 5G Industry 50 ETF

Sharetronic Data's Q1 net profit is expected to increase by more than 400%, AI computing power business explodes, Yinhua CSI 5G Communication Theme ETF rises over 3%, strongly hitting a 7-day consecutive rise

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On April 9th, the A-share optical communication sector was active, with Zhongji Innolight's stock price reaching a historic high of 693.02 yuan, and a total market value of 770.03 billion yuan. Eoptolink and TFC's stock prices also rose simultaneously, and the three companies are referred to as the "Yizhongtian" combination, with significant stock price growth over the past year. Zhongji Innolight's net profit is expected to grow by 108.78% year-on-year in 2025, TFC by 50.15%, and Eoptolink is projected to grow by 231.24% to 248.86%. The price of optical fibers has surged due to the demand from AI data centers, with YOFC's stock price reaching 398.31 yuan, setting a new historical high

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Zhongji Innolight

YOFC and Zhongji Innolight have increased tenfold in a year; can we still believe in light by 2026?

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A-share fiber optic concept stocks became active again. SDGI hit the daily limit in the afternoon, YCIG had previously hit the daily limit, and YOFC rose over 7%, with their stock prices all hitting record highs. HYC hit its fifth consecutive daily limit, while ETERN, NEO, TGC, and others were among the top gainers

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Yinhua CSI 5G Communication Theme ETF(159994.SZ)