TFC(SZ:300394) Xin Lang Cai Jing·2026-02-03 02:54Group 1 - The CPO concept sector is active, with notable gains in stocks such as Zhishang Technology (up over 13%) and Tianfu Communication (up over 7%) [1] - Major players in the optical module sector, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, have released earnings forecasts indicating significant profit growth, reflecting the acceleration of the AI industry and global data center construction [1] - Zhongji Xuchuang expects a net profit of 9.8 billion to 11.8 billion yuan for 2025, representing a year-on-year increase of 89.50% to 128.17% [1] - Xinyi Sheng anticipates a net profit of 9.4 billion to 9.9 billion yuan for 2025, with a year-on-year growth of 231.24% to 248.86% [1] - Tianfu Communication projects a net profit of 1.881 billion to 2.150 billion yuan for 2025, reflecting a year-on-year increase of 40.00% to 60.00% [1] - Changcheng Securities expresses optimism about the communication industry, highlighting the ongoing positive news across various sectors and the potential for investment in new directions such as commercial aerospace and quantum computing by 2026 [1] Group 2 - The Huaxia AI ETF (159381) tracks an index with nearly 50% weight in CPO and covers domestic software and AI application companies, providing high elasticity [2] - The top three weighted stocks in the Huaxia AI ETF are Zhongji Xuchuang (15.64%), Xinyi Sheng (15.57%), and Tianfu Communication (6.85%) [2] - The on-market comprehensive fee rate for the Huaxia AI ETF is only 0.20%, the lowest among similar products [2] - The Huaxia Communication ETF (515050) focuses on electronic components and communication hardware, with major holdings including Zhongji Xuchuang and Xinyi Sheng [2] - The Huaxia Cloud Computing ETF (516630) emphasizes domestic AI software and hardware, with a combined weight of 83.7% in computer software, cloud services, and computer equipment [2]