On April 15, 2026, the CPO (Co-Packaged Optics) concept continued its remarkable run in the market, with Huashengchang (Note: If the official English name is unavailable, "Huashengchang" is retained as per the original text) achieving six daily limit-ups within just 12 days, propelling its stock price to a new historical peak. The bellwether stock in this sector, Zhongji Innolight (Note: Similarly, "Zhongji Xuchuang" is used here if no official English name is provided), surged by over 4%, bringing its total market capitalization close to 900 billion yuan. Other notable stocks in the CPO space, including Cambridge Technology, Raisecom, RoboTech, Mengpu Guangma, and Xin Yisheng, also followed the upward trend.

On the industry news front, Lumentum, a key player in the optical communications sector, has delayed its planned sell-out of optical chip production capacity from the end of 2027 to the end of 2028. This adjustment comes amid a widening supply-demand gap for EML (Electro-absorption Modulated Laser) chips, which is now estimated to reach 25-30%.