Shanghai, Feb 2, 2026, 08:33 CST — Premarket
- Suzhou TFC Optical Communication’s Class A shares climbed 10.9%, settling at 248.43 yuan.
- Optical communication stocks surged, driven by rising fibre prices and a fresh emphasis on silicon photonics and co-packaged optics.
- Traders are eyeing follow-through at the open, alongside the upcoming earnings reports from across the supply chain.
Suzhou TFC Optical Communication Co., Ltd.’s Class A shares grabbed attention after soaring 10.91% to 248.43 yuan in the previous session. They’ll be under the microscope once China’s market reopens. (TradingView)
This move is significant as China’s optical communication group has turned into a popular vehicle for trading global data-centre investments and the gear that speeds data transfer. The money has been moving fast—and so have the sharp pullbacks.
Securities Times reported that Suzhou TFC Optical Communication and Yangtze Optical Fibre and Cable each surged over 30% in the past week, fueling a broad rally in “optical communication concept” stocks. The report highlighted a steep climb in global optical fibre prices alongside increasing focus on silicon photonics and Nvidia’s development plans. It also noted that more than 20 companies in the sector have institutional ratings, with Zhongji Innolight leading the pack. (STCN)
Silicon photonics harnesses silicon-based parts to transmit data via light, a move some companies believe is crucial as racks grow denser. Co-packaged optics, or CPO, brings optical connections nearer to chips to reduce power consumption and heat, but the technology remains in its early, somewhat chaotic stages.
Results season is heating up. China Galaxy Securities noted that optical module conditions remain “still in an upward track,” citing strong orders and demand for higher-speed products. But LightCounting warned that shortages in key laser chips could slow growth through 2026. Guo Tao, deputy director at the China E-commerce Expert Service Center, said next year’s battle will focus on “capacity efficiency + supply-chain control,” with larger players expected to pull further ahead. (STCN)
Traders are keyed in on the speed upgrade. Zhongji Innolight reported that its 1.6T optical modules — that’s 1.6 terabits per second — began shipping to major customers in Q3 and accelerated deliveries in Q4, building on the ongoing 800G cycle.
Suzhou TFC Optical Communication has flagged a boost from the AI build-out. In a filing on China’s CNINFO platform, the company projected 2025 net profit attributable to shareholders between 1.88 billion yuan and 2.15 billion yuan—a rise of 40% to 60%. The increase is linked to AI-driven demand, global data-centre construction, and cost savings from “smart manufacturing.” However, foreign-exchange losses have raised finance costs, weighing on profit growth. These numbers remain unaudited.
But the straightforward story has its risks. Persistent chip shortages can delay shipments, hitting revenue despite strong demand. Price cuts often follow as volumes climb, putting pressure on those lacking scale or reliable sourcing. Plus, there’s headline risk tied to “theme” trades in China: hot money can vanish as fast as it shows up.
Next session, all eyes will be on Suzhou TFC Optical Communication to see if it can maintain its gains at the open. Brokerage coverage and new company updates might fuel demand, but with few pre-market clues, the tape will have the final say.
The next major event is the annual report, scheduled for April 23, when the company will release its full-year 2025 results, according to Eastmoney data. (Eastmoney)
