Fullgoal CSI Communication Equipment Thematic ETF

ZTCOY

SMSN

ERIC

00763

000063

515050

515880

159695

159583

159511

According to a report from Dell'Oro Group, the Radio Access Network (RAN) market remained stable in the first quarter of 2026, marking the fifth consecutive quarter of stability. Worldwide RAN revenue increased at a low-single-digit year-over-year rate, driven by growth in EMEA and APAC, while North America and China faced challenges. The top five RAN suppliers are Huawei, Ericsson, Nokia, ZTE, and Samsung. The report highlights ongoing regional imbalances affecting market recovery and provides a comprehensive overview of the RAN industry.

prnewswire

ZTE Corporation

Samsung Electronics Co., Ltd. Sponsored GDR

Ericsson

Nokia Oyj

Samsung Electronics 

ChinaAMC CSI 5G Communication ETF

Guotai CSI All Share Communications Equipment ETF

Harvest CNI Communication ETF

China Southern CSI Communication Service ETF

08:00 ETWorldwide RAN Market Remained Stable in 1Q26, According to Dell'Oro Group

ZTE Corporation successfully hosted the Broadband User Congress 2026 in São Paulo, focusing on "Monetize Your Intelligent Broadband." The event gathered over 300 executives from ISPs, government entities, and industry associations across Latin America. ZTE presented a comprehensive suite of intelligent broadband monetization solutions aimed at reducing costs and improving efficiency. Senior VP Fang Hui emphasized ZTE's commitment to enhancing user experiences through technological innovation and partnerships. The congress showcased innovative network management concepts and updated product portfolios to translate strategic visions into profitable business models for operators and ISPs.

07:10 ETZTE ospita a San Paolo il Broadband User Congress 2026, dedicato al tema "Monetize Your Intelligent Broadband"

Transtech Optelecom Science Holdings Limited has revised its annual caps for transactions under a Master Sale Agreement, now set at RMB15.4 million, nil, and RMB6.2 million for the next three years, significantly lower than previously stated. The company apologized for the error and advised caution to shareholders and potential investors. While the numerical correction impacts future revenue expectations, the overall transaction framework remains unchanged. Transtech operates in the telecommunications sector, focusing on optelecom science and related products in China and regional markets.

Tip Ranks

TRANSTECH

Transtech Optelecom Slashes Annual Caps in Clarification of Connected Transactions

06869

Yesterday, the stock price of YOFC surged significantly, closing at HKD 271.20, an increase of 4.55%. The intraday fluctuation ranged from HKD 265.40 to HKD 283.00, indicating a clear bullish attack. The MACD daily chart has established a bullish signal, and short-term buying power is accelerating, which is typically seen as the initial momentum for confirming a phase trend. The trading volume reached approximately HKD 4.342 billion, reflecting a significant increase in recent activity, with high enthusiasm from investors. From yesterday's opening price of HKD 274.00, slightly below the peak, the stock showed a pattern of opening lower and then rising throughout the day before retreating at the top, but still closed well above yesterday's close of HKD 259.40, indicating a clear bullish advantage. On the news front, global demand for AI computing power continues to explode, and optical communication, as the core infrastructure for data center interconnection, has recently gained significant market attention. Institutions point out that the "memory tax" effect is driving up costs across the entire AI infrastructure supply chain, while optical fibers and cables, as the "veins" of the computing network, have seen their demand elasticity amplified in this round of capacity expansion. YOFC, as the world's largest supplier of optical fiber preforms and optical fibers and cables, directly benefits from the capital expenditure growth cycle of domestic and foreign operators and cloud providers. Meanwhile, the central bank's Q1 monetary policy report removed references to "reserve requirement ratio cuts and interest rate cuts," leading to a stabilization of short-term liquidity expectations, with funds more inclined to allocate to high-growth sectors with strong performance certainty. From a technical perspective, the current stock price has significantly risen above the short-term moving average system, and the 5-day and 10-day moving averages are likely to form a bullish arrangement today

Technical Forecast

YOFC

Pre-market trend | YOFC (6869.HK) surged over 4% on May 12 with increased volume, is the main upward wave starting?

ZTE Corporation hosted its Broadband User Congress in São Paulo, themed "Monetize Your Intelligent Broadband," attracting over 300 executives from ISPs, operators, and industry partners across Latin America. The event focused on intelligent broadband monetization solutions aimed at enhancing network efficiency and diversifying revenue streams. ZTE showcased innovative technologies, including AI-driven network operations and new-generation products like the TV 3.0 set-top box, emphasizing its commitment to driving growth and transformation in the region's broadband landscape.

Fidelity

MediaTek

Qualcomm

ZTE Hosts 2026 Broadband User Congress in São Paulo, under the Theme "Monetize Your Intelligent Broadband"

159994

YOFChas extended its four-day rally, reaching a new high with a current trading price of HKD271, up 4.47%. G Sachs reported a 28% YoY revenue increase in 1Q26, although slightly below expectations. The gross margin improved significantly to 41.5%. Net profit surged 226% YoY to RMB495 million, but also fell short of forecasts. G Sachs raised its earnings forecasts for 2026-2028 and increased the target price for YOFC's H-shares from HKD255 to HKD290, maintaining a Neutral rating.

AASTOCKS News

Yinhua CSI 5G Communication Theme ETF

Goldman Sachs

CHINA TELECOM

GS Hldg R

YOFC Stretches 4-Day Rally to New High; G Sachs Lifts TP to HKD290

09963

Yesterday's closing price for TRANSTECH was HKD 7.31, with a total trading volume of approximately HKD 20.01 million, indicating an active level of trading recently. The MACD daily line completed a golden cross above the zero axis, technically showing that bullish forces have regained dominance after a brief consolidation, and the short-term upward trend is expected to continue. From recent trends, the stock price has stabilized and rebounded after receiving effective support near the moving averages, with buying interest gradually increasing. On the news front, the global communication equipment industry is experiencing multiple catalysts. NVIDIA's Vera Rubin platform is accelerating mass production, directly driving demand for data center interconnects, and Cisco's AI orders are expected to exceed USD 5 billion for the year, further confirming the upward trend in communication infrastructure. The Hong Kong stock market's communication equipment sector has been active recently, with Yangtze Optical Fibre and Cable jumping 5.45% yesterday to close at HKD 259.4, and Huigu Technology rising over 7%, showing a clear rotation effect within the sector. As a participant in the communication equipment field, TRANSTECH is expected to benefit from the ongoing advancement of 5G and data center construction. From a technical perspective, TRANSTECH's current stock price is operating above the short-term moving averages, and the MACD golden cross forming above the zero axis indicates that the medium-term trend remains bullish, with the current pullback being a normal technical consolidation. A trading volume of HKD 20.01 million is considered active for small-cap stocks, but future trends will need to monitor whether the volume can maintain above the ten million level. In terms of sector linkage, if large-cap leaders in communication equipment continue to strengthen, it is expected to provide emotional support for TRANSTECH

NVIDIA

Cisco

TIME INTERCON

NVIDIA Corporation

Pre-market trend | TRANSTECH (9963.HK) 5/11 Communication equipment gains momentum, what signal is the capital sensing?

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A trade group representing Chinese companies warned that the EU could face losses of 367.8 billion euros ($432.2 billion) over five years if Chinese telecom suppliers like Huawei and ZTE are banned due to cybersecurity concerns. The report, prepared by the Chinese Chamber of Commerce to the EU and KPMG, highlights additional costs for companies, including replacing existing equipment and increased administrative expenses. Germany is projected to incur the largest loss, exceeding 170 billion euros, while France could lose around 46.3 billion euros. The EU's cybersecurity rules are pending approval from member states and the European Parliament, with potential retaliation from China.

- The European Union proposed in January to ban foreign telecom equipment manufacturers due to potential national security risks related to network access.  
- A report by the China Chamber of Commerce to the EU (CCCEU) and KPMG warns that such a ban could cost the EU €367.8 billion within five years, primarily affecting Germany and France.  
- The report emphasizes the need for a balanced approach to enhance cybersecurity while critiquing the politically motivated identification of "high-risk" suppliers.

Yahoo Finance

ZSCBGCL

Huawei

EU risks financial hit if Chinese suppliers forced out: trade group

Starlink's global user base has grown to approximately 7.8 million by 2025, despite an 18% decrease in average monthly revenue per user. This growth is attributed to lower pricing strategies targeting emerging markets in Africa, Latin America, and Asia. While high-profit sectors like enterprise and aviation are expanding, their overall revenue contribution remains limited. Analysts indicate that Starlink is evolving from a premium service to a mainstream broadband network, aiming to reduce costs through scale expansion and enhance Elon Musk's influence in global communication.

CoinLive

Starlink's Global User Base Expands Amid Revenue Challenges

Analyst Silvestro Bonora from Intermonte has initiated a Buy rating on COM.TEL SPA (CMTL) following its IPO and strategic acquisitions in cybersecurity and ICT services. The company has doubled its revenues to approximately €80 million and is expected to achieve double-digit revenue growth and over 30% annual EBITDA growth through 2028. Bonora set a target price of €2.80, indicating nearly 100% upside potential, which supports his Buy recommendation.

iShares US Telecommunications

SPDR S&P Telecom

Comm Servcies Select Sector SPDR

Analyst Initiates Buy on Com.Tel After IPO-Fueled Expansion, Setting €2.80 Target Price with ~100% Upside

Fullgoal CSI Communication Equipment Thematic ETF(159583.SZ)

08:00 ETWorldwide RAN Market Remained Stable in 1Q26, According to Dell'Oro Group

07:10 ETZTE ospita a San Paolo il Broadband User Congress 2026, dedicato al tema "Monetize Your Intelligent Broadband"

Transtech Optelecom Slashes Annual Caps in Clarification of Connected Transactions

Pre-market trend | YOFC (6869.HK) surged over 4% on May 12 with increased volume, is the main upward wave starting?

ZTE Hosts 2026 Broadband User Congress in São Paulo, under the Theme "Monetize Your Intelligent Broadband"