CPO concept stocks rally at open, Yangtze Optical Fibre hits daily limit

Price ActionAnalyst
โดย 中国基金报·CN·Read original
Summary · why it matters

In early trading on September 9, all three major A-share indices rose, and the communications equipment sector became active again. CPO concept stocks rallied at the open, with Zhaolong Interconnect surging by the 20 percent daily limit, Yangtze Optical Fibre and Huagong Tech also hitting their daily limits, and Zecheng Electronics rising more than 12 percent. On the news front, the 2026 China International Optoelectronic Expo is being held in Shenzhen from September 9 to 11. Meanwhile, Goldman Sachs raised its forecast for the global optical module market, expecting it to reach about 67.7 billion US dollars, 131.4 billion US dollars and 148.5 billion US dollars in 2026, 2027 and 2028 respectively, up 33 percent, 81 percent and 115 percent from its previous estimates.

Impact on stocks 3

Others▲ · 3 stocks
Huagong Tech Co Ltd
000988
▲ PositiveDemandrelevance

Rally in CPO concept stocks and positive market forecast for optical modules benefit Huagong Tech.

Off-coverage companies 1

深圳市则成电子股份有限公司Private▲ Positive
Demandrelevance

Zecheng Electronics rose over 12% amid CPO sector rally driven by positive market forecasts.

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