On November 27, the "Creating the Future · Embarking on a New Journey—ChiNext Series ETF China Tour" event, jointly organized by the Fund Management Department of the Shenzhen Stock Exchange and Huaan Fund Management Co., Ltd., visited Suzhou Tfc Optical Communication Co., Ltd. (TFC Optical Communication), a constituent company of the ChiNext 50 Index. The event brought together representatives from brokerage firms, fund companies, media, and investors to explore this leading enterprise in the optical communication sector and discuss new pathways for integrating technological innovation with capital market development.
Since its inception, the ChiNext market has remained committed to serving innovative and growth-oriented enterprises, forming a distinctive profile dominated by high-tech firms and strategic emerging industries. The ChiNext 50 Index focuses on large-cap, highly liquid, and innovation-driven leading companies, becoming a key benchmark ETF reflecting the performance of ChiNext's core assets. Over the past year, the ChiNext 50 Index has surged by over 55%, with a six-month increase exceeding 73%, significantly outperforming mainstream broad-based indices. Its three-year annualized return exceeds 15%, and despite its strong performance, the index's valuation remains near historical median levels, making it a rare high-quality asset in the market.
**Focusing on Advanced Manufacturing: Exploring the Path to a Tech-Driven Nation** The event began with a tour of TFC Optical Communication's modern exhibition hall, where participants gained insights into the company's development journey, core technological layout, and intelligent manufacturing system. The display of high-precision optical device samples showcased the company's deep expertise and forward-looking vision in the precision optics field.
As a key player in China's optical device industry, TFC Optical Communication has long focused on the R&D and production of core materials and components for optical communication. Its products are widely used in artificial intelligence, data centers, fiber-optic communication, and optical sensing. Through continuous innovation and stable product quality, the company has become a vital partner for global optical module manufacturers and a core constituent of the ChiNext 50 Index, representing high-quality growth in the capital market.
**In-Depth Exchange: Discussing New Industry Opportunities** During the discussion session, TFC Optical Communication's board secretary detailed the company's operations, R&D progress, and future strategic plans. He stated, "With the rapid advancement of AI and computing infrastructure, demand for high-speed optical communication is surging. TFC Optical Communication will continue to increase R&D investment and enhance independent innovation to secure a more prominent position in the global supply chain."
Li Mingcong, a senior analyst at Guotai Haitong Research Institute, provided an industry perspective, analyzing structural opportunities in the optical communication sector. He highlighted that high-speed optical modules and upstream components are entering a historic growth phase, driven by AI computing demand, global data center upgrades, and China's "East Data West Computing" initiative.
Xu Zhiyan, Assistant General Manager and Senior Director of Index and Quantitative Investment at Huaan Fund, emphasized the investment value and allocation logic of the Huaan ChiNext 50 ETF. He noted that the index's high-quality tech firms exhibit strong profitability and growth potential, making it a key tool for capturing China's economic transformation. Wind data shows that ChiNext 50 constituents achieved average revenue growth of 21.07% YoY in H1 2023, with net profit growth of 16.63%. By Q3, revenue growth averaged 15.75%, while net profit growth rose to 22.58%. In the current market environment, the ChiNext 50 ETF represents the direction of new productive forces, offering investors opportunities to share in market potential.
The Q&A session was lively, with participants actively inquiring about the company's technological barriers, capacity planning, overseas expansion, and competitive landscape. Executives responded transparently, demonstrating strong investor relations management.
**Technology Leads the Future, Capital Empowers Innovation** The "Creating the Future ETF China Tour" aims to bridge the gap between capital markets and the real economy by visiting high-quality listed companies, helping investors better understand the true value of ChiNext firms. At the intersection of a new technological revolution and industrial transformation, innovative companies like TFC Optical Communication are breaking through key technological barriers under national strategic guidance. Meanwhile, the continuous optimization of the Huaan ChiNext 50 ETF provides these firms with efficient financing channels and valuation mechanisms, enabling capital markets to better serve technological innovation and high-quality development.
MACD golden cross signals have formed, with some stocks showing strong upward momentum.
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