通信ETF（515880）规模破100亿元，年内涨幅达98.24%居A股ETF首位，算力核心环节占比超75%

Group 1 - The communication ETF (515880) has shown strong performance, with a year-to-date increase of 98.24%, leading among A-share ETFs [1] - Significant net inflows have been observed, with over 3.5 billion yuan net inflow in the last 20 days as of September 1, bringing the total scale to over 10.8 billion yuan, ranking first among peers [1] - Guojin Securities forecasts that leading optical module companies will achieve revenue of 27.682 billion yuan in the first half of 2025, representing a year-on-year growth of 83.54%, and a net profit of 8.837 billion yuan, up 127.88% [1] Group 2 - The gross margin is projected to be 43.4%, with a net profit margin of 32.82% for the leading optical module companies [1] - The market for optical modules is expanding, with a forecasted market share of 21% in the Scale-up network by 2030 according to Lightcounting [1] - The demand for high-speed optical modules is expected to rise due to increased capital expenditures related to AI and accelerated iterations of overseas optical communication solutions [1] Group 3 - The communication ETF (515880) has over 75% allocation in "optical modules + servers + optical fibers + copper connections," providing a one-click investment opportunity in core computing power [1] - Investors without stock accounts can consider the communication ETF linked funds (Link A: 007817; Link C: 007818) [1]