Linktel Technologies Co Ltd and the Surge in CPO Concept Stocks
On September 4, 2025, the financial landscape saw a significant surge in CPO concept stocks, with Linktel Technologies Co Ltd, a Chinese company listed on the Shenzhen Stock Exchange, experiencing notable market movements. The company’s close price on September 1, 2025, was 112.12 CNY, with a 52-week high of 127.97 CNY and a low of 49.18 CNY on April 8, 2025. The market capitalization stood at 14,546,897,636 CNY, and the price-to-earnings ratio was 125.03959.
Market Dynamics and Industry Trends
The surge in CPO concept stocks was driven by a strong opening, with companies like 腾景科技 (Tengjing Technology) rising over 10%, and others such as 光库科技 (Guangku Technology), 长飞光纤 (Changfei Fibre), 胜宏科技 (Shenghong Technology), and 罗博特科 (Robotech) increasing by over 5%. This movement was supported by a forecast from Lightcounting, predicting a rapid growth in the global Ethernet optical module market. The market is expected to grow by 35% year-over-year to 189 billion USD in 2026, with growth rates maintaining double digits through 2030, potentially exceeding 350 billion USD by 2030.
Investment Opportunities and ETF Performance
The Shenzhen Stock Exchange witnessed a bullish trend in AI-related stocks, with the Shenzhen Board AI ETF (159381) rising nearly 2% in the afternoon session. This ETF, which tracks the Shenzhen Board AI Index (970070.CNI), focuses on AI industry leaders, particularly in high-growth AI computing, with over 50% weight in optical module CPO stocks. The top three weighted stocks in this ETF are 新易盛 (Xinyisheng), 中际旭创 (Zhongji Xuchuang), and 天孚通信 (Tianfu Communication).
The ETF has been performing exceptionally well, with a year-to-date increase of over 80%, significantly outperforming other AI indices. It has attracted substantial investment, with net purchases totaling 2.79 billion CNY over seven trading days.
Sector-Specific Insights
The AI and semiconductor sectors are expected to continue their upward trajectory, driven by domestic computing power and TMT hardware. Analysts from Zhongxin Securities highlight the potential in semiconductors, domestic computing power, consumer electronics, and overseas computing power. The recent update from Deepseek has accelerated the growth phase of the semiconductor sector, with companies in this space expected to continue their strong performance.
Conclusion
The financial news surrounding Linktel Technologies Co Ltd and the broader CPO concept stocks indicates a robust growth trajectory, supported by favorable market forecasts and strong investment inflows. The AI and semiconductor sectors, in particular, are poised for continued expansion, making them attractive targets for investors looking to capitalize on these trends.