Sou Hu Cai Jing·2025-10-16 05:25Group 1: Market Performance - The communication ETF had a turnover rate of 4.55% during trading, with a transaction volume of 12.1969 million yuan. The average daily transaction volume over the past month reached 35.6798 million yuan as of October 15 [3] - Over the past three months, the communication ETF's scale increased by 155 million yuan, ranking first among comparable funds [3] - As of October 15, the communication ETF's net value rose by 79.80% over the past two years, placing it in the top 3.91% among 2,351 index equity funds [3] Group 2: Industry Developments - The Ministry of Industry and Information Technology reported significant progress in new infrastructure construction, with 4.598 million 5G base stations built, an increase of 395,000 from the end of the previous year. The number of gigabit broadband access ports exceeded 30.532 million, and the intelligent computing power scale reached 788 EFLOPS [3] - There are over 20,000 projects integrating 5G and industrial internet applications, positioning China's computing infrastructure as the second largest globally [3] Group 3: Future Outlook - Industry analysts predict that the communication sector will experience a dual opportunity period due to technological upgrades and policy support by 2025. Emerging fields such as artificial intelligence, quantum communication, and low-altitude economy will create new growth spaces [4] - The demand for AI is expected to dominate the Ethernet optical module market, with anticipated demand growth exceeding expectations from 2026 to 2030 [4] - Despite increasing international tariff disputes, suppliers in the computing power industry have mitigated impacts through capacity reserves and raw material switches, indicating limited fundamental disruption from policy shocks [4] Group 4: Key Stocks - The top ten weighted stocks in the communication index as of September 30, 2025, include Zhongji Xuchuang, Xinyi Sheng, ZTE Corporation, China Telecom, China Mobile, China Unicom, Tianfu Communication, Zhongtian Technology, Transsion Holdings, and Hengtong Optic-Electric, collectively accounting for 66.02% of the index [4]