The Chinese capital markets are presently dominated by a surge in CPO (Composite Photonic Optics)‑related securities. On November 24, a wave of stocks tied to this concept—such as 德科立, 长飞光纤, 可川科技, and 光库科技—climbed to or approached the daily 20 % limit. The movement reflects heightened investor enthusiasm for integrated optoelectronic components that underpin next‑generation optical communication infrastructure.

Concurrently, the AI‑driven technology segment has seen robust activity. The 创业板人工智能ETF (159363) posted a >3 % jump, re‑capturing the 5‑ and 10‑day moving averages. The surge underscores renewed confidence in the broader AI ecosystem, which includes semiconductor, optical module, and high‑performance computing hardware.

Within this backdrop, Everprox (Broadex Technologies Co., Ltd.)—a specialist in planar waveguide optical power splitters, fiber‑optic dense‑package products, and high‑speed optical fiber communication networks—holds a strategic position. Its product portfolio aligns directly with the CPO trend, offering solutions that enhance optical signal power and wavelength management for fiber‑to‑the‑home, telecom operators, and data‑center operators worldwide.

Implications for Everprox

  1. Demand Upswing for Optical Components The market’s focus on CPO concepts suggests that enterprises are investing in more sophisticated, high‑density optical modules. Everprox’s breadth of silicon‑based dimmable optical attenuators and micro‑electromechanical attenuators places it in a favorable spot to capture this expanding demand.

  2. Potential for Cross‑Sector Synergy The AI ETF’s performance indicates a growing appetite for AI‑related hardware, including high‑performance optical interconnects. Everprox’s optical communication solutions could be leveraged in AI data‑center infrastructures, opening additional revenue streams beyond traditional telecom markets.

  3. Competitive Landscape While competitors such as 德科立 and 长芯博创 are gaining short‑term market traction, Everprox’s established global customer base and diversified product range may buffer it against volatility. Continued innovation, particularly in temperature‑controlled array waveguide gratings and fiber‑array products, will be critical to sustaining competitive advantage.

  4. Valuation Context At a market capitalization of 30.4 billion CNY and a price‑earnings ratio of 107.46, Everprox trades at a premium relative to its earnings. The current market enthusiasm for CPO concepts and AI hardware could justify a higher valuation if the company capitalizes on the emerging demand curve. However, investors should monitor earnings quality and cash‑flow generation as the sector matures.

Forward‑Looking Perspective

For stakeholders and analysts, the key signals are:

  • CPO Market Momentum: Expect continued institutional allocation toward optical components that enhance bandwidth and power efficiency.
  • AI Infrastructure Integration: Optical interconnects will become increasingly critical as AI workloads expand, offering Everprox a foothold in high‑growth data‑center segments.
  • Capital Allocation: Firms with proven supply chains for high‑performance optical modules, like Everprox, are positioned to benefit from both telecom upgrades and AI infrastructure rollouts.

In summary, Everprox sits at a convergence point between two high‑growth narratives—optical communications and AI‑enabled computing. Its ability to translate this strategic alignment into tangible revenue growth will determine its trajectory in the coming quarters.