Eastcompeace(SZ:002017) Xin Lang Cai Jing·2025-06-24 05:19Core Insights - The communication sector is experiencing a strong upward trend, with the Guozheng Communication Index rising by 1.22% and key stocks like Wanma Technology and Dongxin Peace hitting their daily limits [1][3] - The Communication ETF (159695) has shown significant performance, with a 1.15% increase and notable trading volume [1][3] Market Performance - The Communication ETF had a turnover rate of 4.74% during the trading session, with a total transaction value of 5.1373 million yuan [3] - Over the past week, the ETF's scale increased by 3.6185 million yuan, leading the comparable funds [3] - The ETF's net value has risen by 8.92% over the past two years, with a maximum monthly return of 24.48% since inception [3] Industry Trends - The 2025 MWC conference in Shanghai is focusing on four core themes: 5G integration, AI+, industry interconnectivity, and empowerment [3] - LightCounting's report indicates a 10% quarter-over-quarter growth in optical module sales, driven primarily by the demand for 800G Ethernet optical modules [3] Company Insights - The demand for ASIC chips is increasing due to AI inference clusters, positively impacting the growth of optical modules and PCBs [4] - The top ten weighted stocks in the Guozheng Communication Index account for 58.75% of the index, with major players including China Telecom, ZTE, and China Mobile [4][6] Stock Performance - Key stocks and their performance include: - China Telecom: +1.02% (9.93% weight) - ZTE: +1.99% (9.25% weight) - China Unicom: +0.95% (7.76% weight) - China Mobile: +0.13% (7.18% weight) [6] - Investors can access AI-driven optical communication investment opportunities through the Communication ETF linked fund (019072) [6]