通信ETF(515880)涨超1%，“光模块ETF”哪里找？通信ETF光模块占比50%

Core Viewpoint - The communication ETF (515880) has seen an increase of over 1% as the optical module market experiences significant growth driven by the rise in computing chip production and technological upgrades in 800G/1.6T modules [1] Market Growth - The optical module market is expected to expand rapidly, with projected year-on-year growth rates of 54%, 69%, and 34% for the 100G+ module market in 2025, 2026, and 2027, respectively, reaching market sizes of $14.4 billion, $24.4 billion, and $32.7 billion [1] - The overall market is characterized by a simultaneous increase in both volume and price, indicating a robust demand environment [1] Market Composition - As of September 30, the communication ETF (515880) has a scale exceeding 11.5 billion yuan, with "optical modules + servers + copper connections + optical fibers" accounting for over 77% of the portfolio as of August 29 [1] - Optical modules represent 50% of this composition, highlighting significant investment opportunities in this sector [1] Competitive Landscape - The market share remains stable, with leading Chinese manufacturers holding a core share of the optical module market [1] - Continuous investment in domestic and international computing infrastructure is expected to sustain high market vitality for optical modules [1]