Group 1 - The National Communication Index decreased by 1.14% as of September 16, 2025, with mixed performance among constituent stocks, led by Cambridge Technology with a rise of 9.65% [1] - The Communication ETF (159695) experienced a cumulative increase of 5.45% over the past week, ranking first among comparable funds [1] - The Communication ETF's latest scale reached 299 million yuan, marking a one-year high and also ranking first among comparable funds [3] Group 2 - The communication industry showed strong performance in the first half of 2025, with significant growth in revenue and net profit, and record high gross and net profit margins since 2022 [4] - The top ten weighted stocks in the National Communication Index accounted for 64.43% of the index as of August 29, 2025, with notable companies including New Yisheng, Zhongji Xuchuang, and ZTE [4] - The Communication ETF achieved a net value increase of 109.34% over the past year, ranking 189 out of 3013 index stock funds, placing it in the top 6.27% [3]
2025年上半年通信行业业绩表现亮眼,光模块景气度机遇显著,通信ETF(159695)调整蓄势