A recent investor engagement event, co-hosted by the Shenzhen Stock Exchange's Fund Management Department and Fortune Asset Management (华宝基金), was successfully held in Suzhou under the theme "Exploring ChiNext AI Core Components: Discussing the Global Value of Optical Interconnect." Nearly 30 institutional investors from brokerages, insurance companies, and asset management firms, including over a dozen overseas investors from Thailand organized by Han Jia Asset Management (Thailand) who flew in from Bangkok, participated in the tour of Zhongji Innolight Co.,Ltd. (ZJ INNOLIGHT).
The event commenced with a guided tour of the company's exhibition hall, where representatives provided a comprehensive overview of the vast market applications of optical interconnect in global cloud data centers and artificial intelligence. The exhibition showcased Zhongji Innolight Co.,Ltd.'s growth trajectory as an industry innovator and leader, featuring its cutting-edge products, production systems, and operational frameworks. Special attention was given to explaining the development of its domestic and overseas production bases and its global expansion strategy, addressing key interests of the international investors.
During the subsequent exchange forum, senior executives from Zhongji Innolight Co.,Ltd. presented the company's global footprint, product applications, R&D capabilities, and future strategic plans. The discussion delved into topics of mutual interest, including the technological evolution of pluggable optical modules and NPO optical interconnect solutions, the competitive landscape of the optical interconnect industry, and the company's distinct competitive advantages.
This immersive visit allowed both domestic and foreign investors to directly experience one of China's leading AI enterprises, gaining first-hand insight into the technological strength and industrial momentum of the AI supply chain, particularly in optical interconnect. This deepened their understanding of China's AI industry growth logic and reinforced their confidence in the long-term investment value of the company.
Zhongji Innolight Co.,Ltd. stands as the second-largest constituent stock of the ChiNext AI ETF (159363) index (as of August 31, 2026), managed by Fortune Asset Management. Notably, the company is a globally leading provider of high-speed optical interconnect solutions, specializing in products for cloud computing and AI infrastructure. Its offerings span the full range from 10G to 1.6T, with market leadership in high-speed optical modules including 400G, 800G, and 1.6T versions. According to CIC Consulting, it has ranked first globally in optical interconnect solution market revenue for five consecutive years since 2021, serving as a key partner for the world's major cloud service providers and AI data center solution providers.
Adopting a strategy centered on investor needs, the Shenzhen Stock Exchange Fund Department organizes these "Walking into Constituent Companies" events to cultivate a mature and rational investor base and to promote index-based investment concepts. With nearly 1,400 ChiNext-listed companies now representing a combined market value exceeding 18 trillion yuan, the board has emerged as a hub for high-quality growth enterprises and a vital source of innovation and entrepreneurship. The ChiNext index and its product ecosystem continue to expand and refine.
Driven by in-depth research on high-tech strategic emerging industries, Fortune Asset Management has built a comprehensive AI industry chain ETF matrix covering computing power, large models, and applications. The ChiNext AI ETF (159363) and its off-exchange feeder funds (Class A: 023407, Class C: 023408) track the ChiNext Artificial Intelligence Index, which comprises a mix of approximately 70% computing power-related stocks (optical modules/CPO leaders) and 30% AI application-focused stocks, offering a one-stop investment approach to the sector.
Han Jia Asset Management (Thailand), regulated by the Thai SEC and holding public fund, private fund, and corporate pension management licenses from the Thai Ministry of Finance, also possesses QFII qualifications from the China Securities Regulatory Commission. It is one of the few Thai institutions with both local asset management and cross-border investment capabilities.
Note: Regarding ETF fund fees, investors may be charged a commission of up to 0.5% by subscription/redemption agencies, which includes fees collected by securities exchanges and registration institutions. As of August 31, 2026, Zhongji Innolight Co.,Ltd. holds an 11.99% weight in the ChiNext AI Index tracked by the ChiNext AI ETF (159363), ranking as the second-largest holding. Data sources: Guozheng Index, fund periodic reports.
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