Shares in the CPO concept sector surged during the morning trading session, with T&S Communications Co.,Ltd. (SZ: 300570) hitting the 20% daily limit up.
Juguang Technology Co.,Ltd. (SH: 688167), Changxin Botech Co.,Ltd. (SZ: 300548), Accelink Technologies Co.,Ltd. (SZ: 300620), Zhilifang Co.,Ltd. (SZ: 301312), Ruijie Networks Co.,Ltd. (SZ: 301165), and Zhongfu Circuit Co.,Ltd. (SZ: 300814) all gained over 10%. Zhongji Innolight Co., Ltd. (SZ: 300308), New Essex Communications Co., Ltd. (SZ: 300502), Tianfu Communication Co., Ltd. (SZ: 300394), Foxconn Industrial Internet Co., Ltd. (SH: 601138), and Jiangsu Changjiang Electronics Technology Co., Ltd. (SH: 600584) also advanced.
Market Drivers and Research
Recent research indicates the rapid deployment of high-speed optical modules is directly fueling a surge in demand for MPO connectors. The MPO connector is a standard component for high-speed modules, with the two being closely linked in terms of physical connection and technical specifications. As AI computing infrastructure accelerates, the demand for high-speed optical modules continues to climb, directly driving a corresponding explosion in demand for MPO connectors.
Company Profile: T&S Communications
According to corporate information, T&S Communications was founded in 2000 and listed on the Shenzhen Stock Exchange's ChiNext board in 2016. It is a national high-tech enterprise focused on the research, development, production, and sales of core optical communication devices and integrated functional modules.
The company boasts a diverse product line, covering passive optical components such as high-density fiber connectors, conventional fiber connectors, PLC splitters, and wavelength division multiplexers, as well as active optical devices like high-speed optical modules and active optical cables. It also produces key fundamental components including ceramic ferrule, MT ferrule, planar lightwave circuit wafers, and chips.
Recent Financial Performance
On the evening of April 23, T&S Communications released its first-quarter earnings report. For Q1 2026, the company reported revenue of approximately 341 million yuan, a year-on-year decrease of 8.04%. Net profit attributable to shareholders was about 65.78 million yuan, down 17.12% year-on-year. Basic earnings per share were 0.29 yuan, a decrease of 17.14% compared to the same period last year.
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