Since August, risk appetite in the A-share market has been steadily restored, and the technology sector has shown a recovery trend. Among them, the electronics and communications industry indices all rose by more than 18% during the month. As semi-annual reports are revealed one after another, market expectations for high performance in the technology sector continue to heat up, and the sector repair market is expected to continue. Fueled by the semi-annual report market, technology potential stocks with high early performance and high track quality have attracted market attention. According to the Securities Times and Databao statistics, among the TMT sector targets, which have a high number of rating agencies and have yet to disclose information related to semi-annual reports, a total of 19 shares achieved net profit growth of more than 50% year-on-year in the first quarter of this year. Judging from institutional attention, Zhongji Xuchuang has 31 institutional ratings, ranking first. BOC International said that optical communication technology continues to advance, and Zhongji Xuchuang's leading position is stable. The agency pointed out that co-packaged optics may be launched on a large scale in the second half of 2027, while near-package optics may be launched in 2026. Judging from the performance of the secondary market, the 19 stocks mentioned above have had an average increase of nearly 13% since August, significantly outperforming all major indices during the same period. Of these, 16 stocks rose, accounting for more than 80%.

Since August, risk appetite in the A-share market has been steadily restored, and the technology sector has shown a recovery trend. Among them, the electronics and communications industry indices all rose by more than 18% during the month. As semi-annual reports are revealed one after another, market expectations for high performance in the technology sector continue to heat up, and the sector repair market is expected to continue. Fueled by the semi-annual report market, technology potential stocks with high early performance and high track quality have attracted market attention. According to the Securities Times and Databao statistics, among the TMT sector targets, which have a high number of rating agencies and have yet to disclose information related to semi-annual reports, a total of 19 shares achieved net profit growth of more than 50% year-on-year in the first quarter of this year. Judging from institutional attention, Zhongji Xuchuang has 31 institutional ratings, ranking first. BOC International said that optical communication technology continues to advance, and Zhongji Xuchuang's leading position is stable. The agency pointed out that co-packaged optics may be launched on a large scale in the second half of 2027, while near-package optics may be launched in 2026. Judging from the performance of the secondary market, the 19 stocks mentioned above have had an average increase of nearly 13% since August, significantly outperforming all major indices during the same period. Of these, 16 stocks rose, accounting for more than 80%.