Communication ETF Huaxia (515050) has an average daily trading volume of 391 million yuan in the past week. The value of the domestic optical communication sector is expected to increase.

As of 09:46 on April 2, 2026, the CSI 5G Communications Theme Index (931079) fell 0.79%. Among constituent stocks, gains and losses were mixed. Gigoptics Technology led the way with a rise of 10.55%, China Tin & Electronic rose 4.04%, and ZOSTEC Micro increased 3.60%; Huanxin New Network fell 5.38%, FiberHome Technologies dropped 4.46%, and DataPort fell 3.22%. China Communications ETF Huaxia (515050) fell 0.88%, with the latest quote at 2.37 yuan.

At the OFC2026 conference, industry leaders including Lumentum, Coherent, and Cisco collectively released optimistic guidance. They expect the global optical communications industry scale to jump from $18 billion in 2025 to $90 billion in 2030, with a CAGR of 40%; the commercialization progress of CPO is clear, with large-scale shipment entering the stage in the second half of 2027; the number of OCS switches is projected to grow at a CAGR exceeding 150% from 2025 to 2028, and optical circuit switching technology is accelerating in data-center interconnection scenarios. Driven by AI, supply and demand are expected to remain persistently tight, and the value allocation across domestic links such as optical modules, optical chips, and optical fiber and cables is expected to improve.

According to grassroots survey research from brokerages, demand in the optical module industry is strong. It is expected that demand for 1.6T optical modules will reach 30 million units in 2026 and 70 million to 80 million units in 2027, respectively, while demand for 800G optical modules will maintain an annualized level of 50 million units. Explosive demand, urgent deliveries, and price increases are a snapshot of today’s optical communications. In addition to plug-and-play, the market sentiment in sub-sectors such as CPO, NPO, and optical chips is also strengthening.

China Communications ETF Huaxia (515050) closely tracks the CSI 5G Communications Theme Index, with a deep focus on computing hardware in electronics (chips, PCB, consumer electronics) + communications (optical modules, servers, optical fiber and cables). Data-center concept stocks account for nearly 70% of the equity weight. Its latest size exceeds 8 billion yuan, helping support a one-click layout of the optical communications computing hardware industry’s bull cycle.

In terms of liquidity, China Communications ETF Huaxia recorded a turnover rate of 1.16% during intraday trading, with transaction volume of 93.027 million yuan. Looking over a longer period, as of April 1, over the past week, the average daily trading value of China Communications ETF Huaxia was 391 million yuan. Regarding capital inflows, looking over a longer period, over the past 5 trading days combined, it “absorbed” a total of 104 million yuan.

The data show that, as of March 31, 2026, the top 10 weight stocks of the CSI 5G Communications Theme Index are Xin Yisheng, Jnterconnect, Luxshare Precision, Industrial & Commercial United, Zhaoyi Innovation, Tianfu Communication, Dongshan Precision, ZTE, Huagong Technology, and Hengtong Optoelectronics. The combined share of the top 10 weight stocks is 58.89%.

China Communications ETF Huaxia (515050), over-the-counter connection (Huaxia CSI 5G Communications Theme ETF Connect A: 008086; Huaxia CSI 5G Communications Theme ETF Connect C: 008087; Huaxia CSI 5G Communications Theme ETF Connect D: 023765).