Fiber optic export volume and prices rise together, with the Communication ETF Guotai (515880) up 1.5%, one-click deployment of optical modules + servers + copper links + fiber optics

Fiber optic exports rise in both volume and price. On April 1st, the Communication ETF Guotai (515880) increased by 1.5%, with a one-click setup for optical modules, servers, copper links, and fiber optics.

CITIC Construction Investment points out that in February this year, China’s fiber optic exports saw simultaneous growth in volume and price. Overseas buyers are actively purchasing Chinese-made fiber optics, and Chinese fiber optic suppliers are in a “no worries about sales” situation. The demand for fiber optics is driven by overseas telecom networks, AI, drones, and other sectors, continuously pushing up prices, and the industry is in a high prosperity cycle. Currently, the telecommunications industry is benefiting from the dual dividends of AI technology-driven development and new infrastructure policies. The computing power industry chain remains a core focus with high prosperity, with computing power and chips being the fundamental backbone of AI industry development, as well as the main investment themes amid the current high prosperity and high growth in the telecom sector.

Looking beyond 2027, the AI wave continues to boost demand for computing power. Technologies like fiber entering cabinets and CPO are steadily expanding the market size for optical products. The Guotai Communication ETF (515880) has a high core component concentration, with a combined weight exceeding 75% in optical modules, servers, fiber optics, and copper links, reflecting the fundamental prosperity of overseas computing power. In the secondary market, it achieved a 125.81% increase by 2025. In 2026, amid this historic opportunity in AI, it is expected to maintain strong performance. Interested investors may continue to monitor.

Note: Data source: China Securities Index Co., Ltd., Wind, as of March 31, 2026. The size of the Communication ETF is 14.47B yuan, ranking first among 15 similar products. The weight proportions are as of March 9, 2025. The index components may change according to index compilation rules and do not constitute any investment advice or individual stock recommendation. Mentioned stocks are only for industry event analysis and do not constitute any stock recommendation or investment advice. Short-term fluctuations of the index are for reference only and do not predict future performance, nor do they constitute a promise or guarantee of fund performance. Views may be adjusted according to market conditions and do not constitute investment advice or commitments. The risk and return characteristics of the funds mentioned vary; investors are advised to carefully read the fund legal documents, fully understand product features, risk levels, and income distribution principles, and choose products that match their risk tolerance. Invest cautiously. For fund fee rates, please refer to the legal documents.

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