Suzhou TFC Optical Communication Co. Ltd. – Market Performance on 24 February 2026

Suzhou TFC Optical Communication Co. Ltd. (TFCSZ) experienced a strong surge in trading volume and share price on the first trading day after the Chinese New Year, reflecting the broader rally in the telecommunications and optical‑fiber sectors.

1. Trading Highlights

  • Opening‑day gain: TFCSZ shares opened at a level that exceeded the 52‑week high of 333.79 CNY, with a close of 311.58 CNY on 12 February 2026.
  • Price lift: The stock rallied more than 13 % during the session, joining peers such as Hengtong Optoelectronics, China Communications Technology, and China Network Communications in the top‑gainer list.
  • Sector context: The rise coincided with a sharp increase in the CPO (communication‑photonic‑optical) theme, a sector that captured institutional buying in 2026.

2. Sector Drivers

  • AI‑driven demand: The AI and high‑performance computing sectors continue to push demand for low‑latency, high‑bandwidth optical links.
  • 6G and fiber‑wireless integration: Recent breakthroughs in integrating optical‑fiber and wireless networks, reported by the Chinese Academy of Sciences, have increased expectations for fiber‑optic component suppliers.
  • Price trends: According to a report from Huatai Securities, the price of G.652.D single‑mode fiber reached a near‑seven‑year high of 35 CNY per kilometer in January 2026, signaling a sustained upward trend in optical‑fiber component pricing.

3. Company Profile

  • Business focus: TFCSZ designs, develops, manufactures, and markets a range of fiber‑optic network connectors and accessories, including zirconia ceramic sleeves, fiber stubs, TOSA/ROSA receptacle plugs, isolator‑equipped products, barrel lenses, adapters, and attenuators.
  • Application domains: Products are deployed in metropolitan area networks, backbone networks, access networks, data centers, and cloud‑computing infrastructures.
  • Financial snapshot:
  • Market capitalization: 242 230 000 000 CNY.
  • P/E ratio: 132.44.
  • 52‑week low: 40.79 CNY (4 April 2025).

4. Investor Sentiment

  • ETF exposure: The China Communications Theme ETF (515050) and the China Communications ETF (159583) both recorded gains of more than 4 % and 3 % respectively on the day, with TFCSZ as a leading contributor.
  • Fund flows: The A500ETF Jia Shi (159351), which tracks the Zhongzheng A500 Index, was highlighted as a strategic vehicle for capturing the structural opportunities in the Chinese equity market.
  • Institutional activity: Over 900 stocks received “buy” ratings from 63 research institutions in 2026, with the electronics sector—encompassing companies like TFCSZ—receiving significant attention.

5. Outlook

The confluence of AI‑driven bandwidth requirements, 6G development, and rising fiber‑optic component prices positions TFCSZ favorably within the optical‑communications supply chain. Continued institutional interest and positive sector momentum are likely to support further upside in the near term, provided macroeconomic and regulatory conditions remain supportive.