The Shenzhen Stock Exchange's Fund Department, in collaboration with Huabao Fund, recently hosted the event "Insights into ChiNext AI Core Holdings: Exploring Global Optical Interconnect Value" in Suzhou. Nearly 20 institutional investors from brokerages, insurance firms, and asset management companies participated, visiting Suzhou Tfc Optical Communication Co.,Ltd. (ChiNext-listed, stock code: 300394).
Suzhou Tfc Optical Communication Co.,Ltd. stands as one of the top three constituent stocks of the ChiNext Artificial Intelligence ETF Huabao (159363) target index as of August 31, 2026. This ETF, developed jointly by Huabao Fund and the Guozheng Index, serves as a flagship product. The exchange not only deepened investors' understanding of TFC Communication's business layout and growth prospects but also offered a closer look at the underlying assets of ChiNext ETFs, fostering a more profound appreciation for index investing.
Suzhou Tfc Optical Communication Co.,Ltd. is recognized as a leading one-stop platform-based technology enterprise in the global optical interconnect field, offering integrated solutions from passive to active optical components. Founded in 2005 and listed on the ChiNext board in 2015, its products are widely applied in data centers, AI supercomputing hubs, LiDAR, and biophotonics. During the event, company representatives guided attendees through their exhibition hall, spotlighting the expansive market opportunities for optical interconnect in artificial intelligence, alongside the firm's innovation journey, cutting-edge products, and production and operations systems.
At the subsequent sharing session, Chen Kairong, Board Secretary and Deputy General Manager of Suzhou Tfc Optical Communication Co.,Ltd., elaborated on the company's global footprint, product applications, R&D capabilities, and future strategic plans. He noted that TFC Communication is actively advancing capacity expansion across multiple global sites to align with growing downstream customer demand. The company will dynamically optimize capacity deployment based on market shifts, client order pacing, raw material supply security, and project execution progress, aiming to better meet delivery requirements, he added.
Regarding the optical interconnect sector's outlook for the second half of 2026, Chen expressed confidence that as AI computing power construction accelerates, demand for high-speed optical interconnect is rising rapidly. TFC Communication holds a long-term positive view on industry opportunities, particularly the medium-to-long-term growth potential of emerging technologies like CPO and NPO. The company will continue intensifying product development, capacity build-out, and market expansion efforts to seize these opportunities. Leveraging its strengths in optical coupling, precision manufacturing, and batch delivery, TFC Communication's FAU and ELS products for CPO solutions have achieved stable mass production and delivery, with solid performance, yield rates, and supply assurances, Chen stated. Ongoing R&D investment will support continuous design iterations and process improvements alongside customers.
Huabao Fund, through in-depth research and strategic deployment in high-tech strategic emerging industries, has established an AI industry chain ETF matrix spanning computing power, large models, and applications. The ChiNext AI ETF Huabao (159363) and its off-market feeder funds (Class A: 023407, Class C: 023408) track the ChiNext AI Index, which allocates roughly 70% of its holdings to computing power (including optical module/CPO leaders) and 30% to AI applications.
The Shenzhen Stock Exchange's Fund Department, adopting an investor-centric approach, has been conducting "Visit Constituent Companies" activities to cultivate mature and rational investor groups while promoting index investing concepts. Currently, the ChiNext board hosts nearly 1,400 listed companies with a combined market capitalization exceeding 18 trillion yuan, establishing itself as a hub for high-quality growth enterprises and innovation. The exchange's index and index product ecosystem continues to expand. Looking ahead, the department aims to enhance market cultivation efforts and collaborate with industry institutions to drive high-quality development of the Shenzhen ETF ecosystem, focusing on better meeting residents' asset allocation needs.
Note: Regarding ETF fee disclosures, subscription and redemption agents may charge commissions up to 0.5% of the transaction amount, which includes fees levied by securities exchanges and registration institutions. As of August 31, 2026, Suzhou Tfc Optical Communication Co.,Ltd. held a weight of 10.25% in the ChiNext AI Index, ranking as the third-largest weighted stock. Data sources: Guozheng Index, fund periodic reports.
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