E Fund CSI Telecom Thematic ETF

Yangtze Computing Wins China Mobile Server Project Bid, Amount Exceeding 1.9 Billion Yuan

China Mobile's 5G Base Stations Exceed 2.84 Million, Leading Global Coverage and Scale

China Mobile Announces Winning Bidders for 2026-2027 CPE OTN Equipment Procurement: Risun and Five Others Selected

Three Major Chinese Telecom Stocks Rise, Morgan Stanley Praises China Telecom's Token Plan for New AI Business Model

HKEX filing shows BlackRock increases stake in ZTE to 7.58%

Henan Mobile Launches 5G-A Experience 2.0 Exclusive Service, Opening New Era of Smart Interaction

China Telecom Launches Concentrated Procurement of Tianyi Smart Screen and Unveils AI Upgrade

China Telecom, Huawei, and FiberHome Complete Global First Interoperability Verification of 50G-PON Equipment Across Vendors

ZTE Showcases AI Strategy at LATAM Expo: Deploys 37k Units to Boost Throughput by 20%

China Mobile Unveils Computing Power Network Innovation System, Establishing Token Certainty as Key

China Mobile Shanghai Unveils Four Core Results and AI Upgrade Plan to Boost Digital Capital Construction

China Telecom Shanghai Releases "AI Home Assistant" to Reconstruct Home Services

China Mobile: To Promote Evolution from 'Dual Gigabit' to 'Dual 10-Gigabit' Facing the '15th Five-Year Plan'

China Telecom Launches Series of Trial Commercial Token Plans and Tianyi Token Coins

Shanghai Telecom Launches Zhiyun Shanghai AI STORE and Initiates Multi-party AI Ecosystem Cooperation

China Telecom Launches 10 Billion RMB 'Token Factory' Tender, Major Operators Compete in Computing Power Sector

JPMorgan Chase increased holdings in ZTE by approx 722k shares on May 12

China Telecom Shanghai Unveils 'Smart Cloud Shanghai' Progress: AI Base Empowers Urban Digitalization and Livelihood Services

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Beijing Xunzhong Communication Technology Co., Ltd. has scheduled its 2025 annual general meeting for May 18, 2026, in Beijing. Shareholders will review the board report, final accounts, and annual results, and vote on executive remuneration, auditor reappointment, and a proposal not to pay a final dividend. The agenda includes granting mandates for issuing and repurchasing H shares to enhance capital management. The notice outlines procedural requirements for shareholder participation. The company is listed in Hong Kong and operates in the communications technology sector, with a market cap of HK$4.75B.

Tip Ranks

XunZhong

China Southern CSI Communication Service ETF

Harvest CNI Communication ETF

GF Fund CNI Communication ETF

Beijing Xunzhong Sets 2025 AGM to Approve Results and H-Share Mandates

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560300

According to the Ministry of Industry and Information Technology, telecom service revenue totaled 439.4 billion yuan in the first quarter of 2023, a year-on-year decrease of 1.8%. Mobile internet traffic grew significantly, with the average monthly data usage per household (DOU) reaching 23.4GB in March, setting a new record high and up 13.8% from the same period last year. Cumulative mobile internet traffic for the first quarter reached 104.4 billion GB, up 19.1% year-on-year. As of the end of March, the number of mobile internet users stood at 1.623 billion, representing a net increase of 13.48 million households

Wallstreetcn

Penghua CSI Telecom Thematic ETF

China Universal CSI Telecom Thematic ETF

MIIT: China's Average Monthly Data Usage per Household Hits Record High of 23.4GB in March

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XunZhong (2597.HK) has a steady performance, brewing upward momentum amidst fluctuations. Market sentiment is generally positive, but it may still face pressure from technical levels in the short term, accompanied by dynamic trading. Investors should remain cautious when chasing highs and prioritize clear signals to support their operational decisions

Technical Forecast

Guotai CSI All Share Communications Equipment ETF

Morning Trend | XunZhong shows potential growth momentum amid fluctuations

DTCR

IDGT

SRVR

Telegram founder Pavel Durov criticized the EU's proposed "age verification app," stating it has significant design flaws and can be compromised quickly due to security vulnerabilities. He argues that while marketed as "privacy-friendly," the app can be easily cracked. Durov warns that initial privacy protections may be weakened after breaches, leading to a surveillance tool disguised as privacy protection. He urges the public to stay vigilant against potential regulatory expansions stemming from these vulnerabilities.

CoinLive

VGtelecomm

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

iShares US Telecommunications

Pacer Data & Infrastructure Real Estate ETF

Comm Servcies Select Sector SPDR

Telegram founder: EU "age verification apps" can be quickly compromised; vigilance is advised.

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The telecom ETF Penghua rose by 1.6%, with optical module performance exceeding expectations. Zhongji Innolight's first-quarter report showed revenue of 19.496 billion yuan, a year-on-year increase of 192.12%, and a net profit attributable to the parent company of 5.735 billion yuan, a year-on-year increase of 262.28%. The CPO switch has entered the mass production stage, and NVIDIA's Quantum-X and Spectrum-X are driving upgrades in AI computing infrastructure. Huatai Securities pointed out that CPO, as the next-generation high-density, low-power interconnection solution, complements traditional optical modules. The telecom thematic index rose by 1.59%, with Cambridge Technology hitting the daily limit, and stocks such as Guangxun Technology and Shijia Photon also rising

腾讯新闻 - 财经

Zhongji Innolight

NVIDIA

HTSC

Taiwan Semiconductor

Accelink

Shijia Photons

Eoptolink

China Mobile

CHINA MOBILE

China Unicom

CHINA UNICOM

CHINA TELECOM

CHINA SATCOM

INFOGEM

HTGD

NVIDIA Corporation

Huatai Securities Co., Ltd. GDR Class A RegS

CN Mobile HK SDR 5to1

CHINA MOBILE-R

ZTE Corporation

The telecom ETF Penghua rose by 1.6%, and the performance of optical modules exceeded expectations

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Optical communication concept stocks surged across the board, with the telecom ETF E Fund rising over 2% at one point. As of April 17, the CSI Telecom Thematic Index increased by 1.45%, and the telecom ETF E Fund is currently up 1.77%. Zhongji Innolight's first-quarter report shows operating revenue of 19.496 billion yuan, a year-on-year increase of 192.12%. First Shanghai Securities is optimistic about the demand in the optical module industry, and Lumentum expects supply and demand to be tight in the next three years, attracting long-term capital to invest in the optical communication industry

SSE Communication Services

FIRST SHANGHAI

Lumentum

The optical communication concept surged across the board, with the telecom ETF E Fund rising over 2% at one point, as institutions continue to be optimistic about the strong demand in the optical module industry

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In the morning, the main funds had a net inflow into sectors such as electronics, communications, and computers, while there was a net outflow from sectors like banking, agriculture, forestry, animal husbandry, and fishery. Specifically, individual stocks saw net inflows of 3.272 billion yuan, 3.083 billion yuan, and 2.14 billion yuan for TFC, Eoptolink, and CHINATUNGSTEN HIGHTECH, respectively. On the outflow side, Grand Sunergy Tech, VeriSilicon, and China XD were sold off with net outflows of 1.413 billion yuan, 548 million yuan, and 287 million yuan, respectively. (First Financial)

36Kr

Grand Sunergy Tech

CHINATUNGSTEN HIGHTECH

VeriSilicon

China XD

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Tianhong CSI Computer Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC CSI 5G Communication ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Computer Theme ETF

China Southern CSI Semiconductor Industry Custom ETF

In the half-day session, main funds increased their positions in the electronics sector and sold off the banking sector

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CLOU

On April 7th, NetEase's one-stop enterprise service provider NetEase Zhiqi officially signed a strategic cooperation agreement with Agora, a provider of conversational AI and real-time audio and video cloud services. The two parties will engage in long-term in-depth cooperation in areas such as real-time audio and video, content security, and AI Agent, jointly providing enterprise clients with more comprehensive and secure one-stop intelligent solutions through product integration and ecological co-creation

NTES-S

Global X Cloud Computing ETF

iShares Expanded Tech Software Sector ETF

Agora

NetEase

SPDR S&P Software

NetEase Intelligent Enterprise and Agora will carry out long-term in-depth cooperation in areas such as real-time audio and video, AI Agent, and more

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Telegram has introduced new features including a private AI editor, enhanced polling capabilities with 12 new functionalities, and support for live and dynamic photos. Users can also create AI bots with a single click, as announced by founder Pavel Durov on April 6.

Penghua CSI Media ETF

ISHRS S&P Glb It

Telegram Introduces New Features Including AI Editor and Enhanced Polls

Russia's crackdown on VPNs, aimed at restricting Telegram, led to a nationwide banking outage, according to Telegram founder Pavel Durov. He noted that despite the ban, 65 million Russians use Telegram via VPNs. The outage was reportedly caused by overloads in filtering systems, with cash becoming the only payment method temporarily. The government is intensifying efforts to limit VPN usage, pushing for domestic platforms to block VPN users and proposing fees for excessive international data traffic. Durov likened the situation to Iran's internet restrictions, emphasizing the resilience of Russian users against these measures.

Business Standard

Russia's VPN crackdown caused bank outage, says Telegram founder

E Fund CSI Telecom Thematic ETF(563010.SH)

Beijing Xunzhong Sets 2025 AGM to Approve Results and H-Share Mandates

MIIT: China's Average Monthly Data Usage per Household Hits Record High of 23.4GB in March

Morning Trend | XunZhong shows potential growth momentum amid fluctuations

Telegram founder: EU "age verification apps" can be quickly compromised; vigilance is advised.

The telecom ETF Penghua rose by 1.6%, and the performance of optical modules exceeded expectations