Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

Core Insights - The rapid growth of AI computing is driving an explosive demand for high-speed optical interconnect solutions, positioning companies in the CPO (Co-Packaged Optics) sector as key players in the industry [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54]. Company Summaries - **Guangzhou Technology (光库科技)**: Based in Shenzhen, focuses on high-speed optical engines and silicon photonics integration, providing critical components for CPO. The company has developed self-researched high-speed optical engines and silicon photonics technology, achieving efficient co-packaging of optical and switching chips, and has partnered with leading computing firms for products compatible with 800G and above [1][31]. - **Tianfu Communication (天孚通信)**: Located in Suzhou, it is a global leader in optical communication precision devices, with a full industry chain advantage in passive optical devices, optical engines, and CPO components. The company has developed self-researched optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has deep collaborations with major computing firms [2][31]. - **Taicheng Light (太辰光)**: Headquartered in Shenzhen, it specializes in optical communication devices and system integration, with a focus on high-speed optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [3][31]. - **Dongtian Micro (东田微)**: Based in Yichang, it is a leader in optical materials and optical components, focusing on optical filters and CPO core optical components. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration, and has partnered with leading computing firms [4][33]. - **Changxin Bochuang (长芯博创)**: Located in Beijing, it is a leader in optical communication chips and modules, with a focus on optical chips and CPO core components. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips, and has partnered with leading computing firms [5][34]. - **Saiwei Electronics (赛微电子)**: Based in Beijing, it is a global leader in MEMS sensors and semiconductors, with a focus on MEMS processes, optical chips, and CPO core components. The company has developed optical engines and co-packaged components leveraging MEMS process advantages, enhancing optical interconnect efficiency and integration [6][35]. - **Changfei Fiber (长飞光纤)**: Headquartered in Wuhan, it is a global leader in optical fiber and cable, with a full industry chain advantage in optical fiber, optical modules, and CPO optical transmission links. The company has developed self-researched high-speed optical modules and optical transmission link components, achieving efficient transmission and integration of optical signals [7][36]. - **Zhaochi Shares (兆驰股份)**: Based in Shenzhen, it is a leader in consumer electronics and semiconductors, focusing on LED chips and optical modules. The company has developed co-packaged components leveraging its technology in LED chips and optical modules, achieving efficient integration of optical and switching chips [8][37]. - **Anfu Technology (安孚科技)**: Located in Ningbo, it is a leader in energy storage and optical communication, focusing on energy storage systems and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [9][38]. - **Robotec (罗博特科)**: Based in Suzhou, it is a leader in intelligent manufacturing and optical communication equipment, focusing on photovoltaic equipment and optical engines. The company has developed co-packaged components leveraging its technology in intelligent manufacturing and optical engines [10][39]. - **Liant Technology (联特科技)**: Headquartered in Wuhan, it is a leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [11][40]. - **Zhishang Technology (致尚科技)**: Based in Shenzhen, it is a leader in precision manufacturing and optical communication components, focusing on precision components and optical engines. The company has developed self-researched high-speed optical engine core components, enhancing optical interconnect efficiency and integration [12][41]. - **Xinyi Sheng (新易盛)**: Located in Chengdu, it is a global leader in high-speed optical modules, focusing on 400G/800G optical modules and CPO components. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [13][42]. - **Huanxu Electronics (环旭电子)**: Based in Shanghai, it is a global leader in electronic manufacturing services, focusing on SiP packaging and optical engines. The company has developed co-packaged components leveraging its SiP packaging technology, achieving efficient integration of optical and switching chips [14][43]. - **Xiechuang Data (协创数据)**: Headquartered in Shenzhen, it is a leader in data center and smart terminal solutions, focusing on data center equipment and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [15][44]. - **Huilv Ecology (汇绿生态)**: Based in Wuhan, it is a leader in ecological restoration and digital economy integration, focusing on ecological restoration and digital technology. The company has developed co-packaged components leveraging its digital technology and optical module expertise [16][45]. - **Ruijie Networks (锐捷网络)**: Located in Fuzhou, it is a leader in network equipment and solutions, focusing on network devices and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [17][46]. - **Yihua Shares (意华股份)**: Based in Wenzhou, it is a leader in connectors and optical communication components, focusing on high-speed connectors and optical modules. The company has developed self-researched high-speed connectors and co-packaged components, achieving efficient integration of optical and switching chips [18][47]. - **Zhili Square (智立方)**: Headquartered in Shenzhen, it is a leader in precision manufacturing and optical communication devices, focusing on precision components and optical engines. The company has developed co-packaged components leveraging its precision manufacturing and optical engine technology [19][48]. - **Guangli Micro (广立微)**: Based in Hangzhou, it is a leader in semiconductor testing and optical communication devices, focusing on semiconductor testing and optical engines. The company has developed co-packaged components leveraging its semiconductor testing and optical engine technology [20][49]. - **Sijia Technology (世嘉科技)**: Located in Suzhou, it is a leader in precision manufacturing and communication devices, focusing on precision components and optical modules. The company has developed self-researched high-speed optical modules and co-packaged components, achieving efficient integration of optical and switching chips [21][50]. - **Yintang Intelligent Control (英唐智控)**: Based in Shenzhen, it is a leader in electronic distribution and optical communication components, focusing on electronic distribution and optical modules. The company has developed co-packaged components leveraging its electronic distribution and optical module technology [22][51]. - **Guangxun Technology (光迅科技)**: Headquartered in Wuhan, it is a leader in optoelectronic devices and modules, focusing on optoelectronic devices and optical engines. The company has developed self-researched high-speed optical engines and co-packaged components, achieving efficient integration of optical and switching chips [23][52]. - **Woge Optoelectronics (沃格光电)**: Based in Xinyu, it is a leader in optoelectronic display materials, focusing on optoelectronic display materials and optical engines. The company has developed self-researched high-speed optical engine core optical components, enhancing optical interconnect efficiency and integration [24][53].

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]

Group 1 - The semiconductor sector in the A-share market has shown significant strength, with notable stock increases such as Guoxin Technology rising over 13% and Xinyuan shares increasing over 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the semiconductor market's rapid growth to surpass the $1 trillion mark is a positive sign for the entire business world, with demand for new data center computers significantly benefiting companies like NVIDIA and Micron Technology [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a faster-than-expected growth trajectory [1]

Core Viewpoint - Guangli Microelectronics announced the resignation of independent director Liu Jun due to personal reasons, effective immediately, and will not hold any position in the company thereafter [2] Group 1: Resignation Details - Liu Jun submitted a written resignation report, resigning from his roles as independent director, audit committee member, strategic decision committee member, and chairman of the remuneration and assessment committee [2] - His original term was set to end on November 19, 2026 [2] Group 2: Board Meeting and Succession - The company held its 26th meeting of the second board on February 4, 2026, to review the proposal for the election of a new independent director and committee members [2] - The board approved the nomination of Wu Zhenhua as the candidate for independent director, pending shareholder approval [2] - Upon approval, Wu Zhenhua will also serve on the audit committee, ESG and strategic decision committee, and as chairman of the remuneration and assessment committee, with a term lasting until the end of the current board's term [2]

Core Viewpoint - Guangli Micro (301095.SZ) announced the resignation of independent director Liu Jun due to personal reasons, effective immediately, with his term originally set to end on November 19, 2026 [1] Group 1 - Liu Jun has resigned from his positions as independent director, audit committee member, strategic decision committee member, and chairman of the remuneration and assessment committee [1] - Following his resignation, Liu Jun will not hold any position within the company [1]

Core Viewpoint - Guangli Micro (301095.SZ) announced the resignation of independent director Liu Jun due to personal reasons, effective immediately, with his term originally set to end on November 19, 2026 [1] Company Summary - Liu Jun has resigned from his positions as independent director, member of the audit committee, member of the strategic decision-making committee, and chairman of the remuneration and assessment committee [1] - Following his resignation, Liu Jun will not hold any position within the company [1]

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