Optical module theme moves, Huaxia Communication ETF (515050) with the largest scale among comparable indices holds stockholder Dongshan Precision surging over 4%

NightAirdropper · 2026-03-16T21:22:21+00:00

On March 13, computing power hardware in the CPO direction pulled back, but the Huaxia Communications ETF (515050) rose against the trend, gaining 0.29%. At the China Home Appliance and Consumer Electronics Expo, Shanghai Yidian released the Guangyue Supernode 128-card commercial version, marking a major technological breakthrough. CITIC Securities pointed out that this solution will support the development of China's AI industry and recommends paying attention to opportunities for value re-evaluation of related stocks.

NightAirdropper

2026-03-16 21:22:21

Abstract generation in progress

On the morning of March 13, the computing power hardware sector for CPO continued to decline. Among ETFs related to computing power, the China Communication ETF (515050), the largest in scale, rebounded strongly during trading and rose against the trend. As of 10:30, it increased by 0.29%. Leading the holdings was Dongshan Precision, with XinYiSheng, Zhongci Electronics, and Hudian Shares also rising. The China Communication ETF (515050) saw a net capital inflow of 0.2 billion yuan yesterday.

In terms of news, at the opening ceremony of the China Home Appliances and Consumer Electronics Expo, Shanghai Electric (Group) Co., Ltd. jointly announced the commercial version of the GuangYue Chao Node 128 Card (LightSphere128). This release marks a major breakthrough for this China-originated optical interconnection and optical switching super node solution, which has gone from concept verification to commercial use in just over half a year. Currently, the GuangYue Chao Node has been deployed in thousands of units, effectively shortening training times and inference latency for large models.

CITIC Securities’ research report states that the optical interconnection and optical switching super node solution represents a significant breakthrough for China in AI computing infrastructure, supporting the sustained innovative development of China’s artificial intelligence industry. The explosive growth of tokens essentially reflects the exponential expansion of AI inference demand, and domestically produced computing power, with its cost advantages and continuously improving ecosystem, is expected to gradually dominate the infrastructure layer. Key investment opportunities include the value revaluation driven by increased super node interconnection density, such as optical communication, high-speed line modules, switching chips and switches, and data centers (IDCs).

Computing Power Related ETFs

The China Communication ETF (515050) focuses deeply on electronics (chips, PCBs, consumer electronics) and communication (optical modules, servers) hardware. Top five holdings: XinYiSheng, Zhongji Xuchuang, Lixun Precision, Industrial Fuxin, and Zhaoyi Innovation. Off-exchange connections (Type A: 008086; Type C: 008087).

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