Communications Equipment

TFC released FY2026 Q1 earnings on April 20 After-Market (BJT), actual revenue CNY 1.33 B (forecast CNY 1.619 B), actual EPS CNY 0.6309 (forecast CNY 0.84)

TFC to Release FY2026 Q1 Earnings on April 21 After-Market (BJT), Forecast Revenue CNY 1.619 B, EPS CNY 0.84

TFC released FY2025 Q4 earnings on April 7 After-Market (BJT), actual revenue CNY 1.245 B (forecast CNY 1.556 B), actual EPS CNY 0.7076 (forecast CNY 0.83)

TFC released FY2025 Annual Earnings on April 7 After-Market (BJT), actual revenue CNY 5.163 B (forecast CNY 5.697 B), actual EPS CNY 2.5901 (forecast CNY 2.8228)

TFC to Release FY2025 Annual Earnings on April 8 After-Market (BJT), Forecast Revenue CNY 5.697 B, EPS CNY 2.8228

Optical Module Industry Enters High Prosperity Period, Tianfu Communications and CIG Announce Pre-Increase in Profits

TFC released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 1.463 B (forecast CNY 1.932 B), actual EPS CNY 0.725 (forecast CNY 0.955)

TFC released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 3.918 B, actual EPS CNY 1.8813

TFC to Release FY2025 Q3 Earnings on October 30 After-Market (BJT), Forecast Revenue CNY 1.932 B, EPS CNY 0.955

TFC released FY2025 Semi-Annual earnings on August 25 After-Market (BJT), actual revenue CNY 2.456 B, actual EPS CNY 1.1568

TFC released FY2025 Q2 earnings on August 25 After-Market (BJT), actual revenue CNY 1.511 B (forecast CNY 1.054 B), actual EPS CNY 0.7221 (forecast CNY 0.5123)

TFC FY2025 Semi-Annual Earnings Release on August 26, 2025 (BJT)

Tianfu Communication's Thailand Base Phase I in Operation, Phase II to Complete Debugging Soon

Tianfu Communications Shares Rise, Net Inflow of Main Funds

Tianfu Communications Shares Surge, Receive Buy Ratings from Multiple Brokers

TF Communication's stock price rises with multiple analysts giving buy ratings

Tianfu Communication Responds to CPO Mass Production Time

Cypriot Growth Enterprise Board AI ETF Showing Significant Gains

Tianfu Communications Receives Multiple 'Buy' Ratings from Securities Firms

Tianfu Communication Inc. Engaged in Block Trade, Stock Price Up

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China's optical communications sector is experiencing significant growth amid the AI boom, with companies like Zhongji Innolight, Eoptolink Technology, and Suzhou TFC Optical Communication seeing substantial share price increases. The demand for optical modules, essential for high-speed data transmission in AI infrastructure, is surging as data centers transition from copper to optical systems. Innolight and Eoptolink ranked among the top stocks for equity funds, and both plan to list in Hong Kong. Chinese firms now dominate the global transceiver market, supplying major clients like Nvidia and Google.

SCMP

Zhongji Innolight

Eoptolink

Fullgoal CSI Communication Equipment Thematic ETF

Why China’s optical communications sector is the latest AI boom beneficiary

SUPX

TFC announced that its wholly-owned subsidiary, Singapore TFC, plans to sign a joint venture agreement with SuperX and APEX VERVE LIMITED to jointly establish SuperX Optical Communications Pte.Ltd. The total investment in the joint venture is 2 million SGD, with Singapore TFC subscribing to 700,000 SGD for a 35% stake; SuperX subscribing to 900,000 SGD for a 45% stake; and APEX VERVE LIMITED subscribing to 400,000 SGD for a 20% stake

Wallstreetcn

SuperX AI Tech

TFC: Wholly-owned Subsidiary Singapore TFC Plans to Invest 700,000 SGD to Establish Joint Venture with 35% Stake

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002580

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盘面上，个股跌多涨少，沪深京三市超 3400 股飘绿，今日成交逾 2.42 万亿，沪深两市成交额 2.41 万亿，较上一个交易日缩量 1700 亿。板块方面，煤炭、电力、化工涨幅靠前，工业气体、PCB、固态电池、太空光伏、商业航天、CPO 概念股活跃。AI 算力、液冷服务器、AI 应用、特高压、创新药题材调整。

DAYUAN PUMP

EXTEK TECHNOLOGY

SACRED SUN

Goaland

RJWL

Envicool

A 股午后拉升，三大股指翻红，液冷服务器调整、千亿大牛股跌停，恒指震荡收涨 0.5%，宁德时代再创新高

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36Kr learned that the three major A-share indices collectively fell during the midday break, with the Shanghai Composite Index down 0.24%, the Shenzhen Component Index down 0.75%, and the ChiNext Index down 0.94%; the computing power industry chain weakened, with Envicool hitting the limit down, VeriSilicon and TFC down over 6%, and Cambricon down nearly 5%; the coal and petrochemical sectors led the gains, with Gansu Energy and Chemical up over 8% and Yanzhou Coal Mining up over 5%; nearly 3,900 stocks in the Shanghai, Shenzhen, and Beijing markets were in the red

36Kr

VeriSilicon

Cambricon

The three major A-share indices collectively fell at the midday break, and the computing power industry chain weakened

TFC opened nearly 8% lower after releasing its financial report

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Recent first-quarter 2026 fund reports show that multiple funds hold significant positions in leading optical module companies. Taking the Rongtong Industry Trend Equity Fund managed by Li Jin as an example, as of the end of the quarter, its top ten heavyweight stocks included Eoptolink, Zhongji Innolight, YUANJIE SEMICONDUCTOR, and TFC. Driven by the strong surge in optical modules, the fund's net asset value increased by over 200% in the past year as of April 17

YUANJIE SEMICONDUCTOR

Optical Sector Shines: Fund Managers Seize Investment Opportunities in Optical Communications

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Bank of China Securities released a report, pointing out that the top ten stocks increased by northbound funds in the first quarter of 2026 include CATL, TFC, and Moutai, with increased amounts of RMB 51.478 billion, RMB 11.057 billion, and RMB 9.351 billion, respectively. At the same time, the top ten stocks that were reduced mainly focused on consumer blue chips and financial heavyweight stocks, such as Luxshare Precision and Ping An of China, with reduced amounts of RMB 9.478 billion and RMB 6.456 billion, respectively

AASTOCKS

CATL

Moutai

BOCIC

SIEYUAN

AMEC

CENTURY HUATONG

LUXSHARE-ICT

Ping An

PING AN

OmniVision Group

Zijin Mining

ZIJIN MINING

China Merchants Bank

CM BANK

EASTROC BEVERAGE

FYG;FUYAO GLASS

FUYAO GLASS

CHALCO

CATL HK SDR 30to1

PING AN-R

Ping An Insurance

OMNIVISION

EASTROC

In "Large Banks," China Merchants Securities lists the top ten stocks increased and decreased by northbound funds in the first quarter (table)

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The ChiNext rose more than 1%, continuing to reach a new ATH in nearly 11 years, with Major Stake stocks such as Zhongji Innolight, Eoptolink, TFC, and VGT flying high

ChiNext

China Southern ChiNext Composite ETF

E Fund GEM ETF

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ChiNext rose 3%, the Shenzhen Component Index gained 1.9%, and the Shanghai Composite Index increased by 0.62%. Sectors including computing power leasing, batteries, and gaming media led the gains, with nearly 4,300 stocks rising across the Shanghai, Shenzhen, and Beijing exchanges. Weighted stocks on ChiNext, such as CATL, Zhongji Innolight, Eoptolink, and TFC, all surged significantly

Shenzhen Index

SSE Index

ChiNext Rises 3%, Reaches Highest Level in Nearly 11 Years

TFC(300394.SZ)