One of CITIC’s Analyst 2025 picks is Eoptolink Technology Inc. (新易盛, stock code 300502) — a Shenzhen-listed company specialising in optical communication modules.
Are Chinese Analyst Choosing these companies in hindsight ?
Astounding 300%+ growth in the past 1 year - Is this an easy no-brainer pick?
CITIC Securities’ Top Pick: Why Chinese Analysts Are Bullish on Eoptolink (300502) Amid the AI and Data Center Boom
China’s equity market is often described as opaque by global investors — but platforms like Eastmoney (东方财富) are making it easier to track where the country’s top securities analysts are placing their bets.
One standout name across 2025’s research reports is Eoptolink (300502 新易盛), a Shenzhen-based technology manufacturer riding the wave of AI infrastructure demand.
At the forefront of this attention is CITIC Securities (中信证券), China’s largest investment bank, whose analysts have consistently highlighted Eoptolink as one of their key recommendations this year.
What Eoptolink Does
Eoptolink designs and manufactures high-speed optical transceivers — components that enable fast data transmission in data centers, telecommunications networks, and cloud infrastructure.
img source : https://www.eoptolink.com/
In simpler terms, their products act as the “bridges of light” that connect servers and routers inside massive cloud data centers, including those used by companies like Alibaba Cloud, Huawei, and overseas clients.
As China ramps up investment in AI computing infrastructure, 5G networks, and data centers, demand for optical components like those produced by Eoptolink has surged.
Stock Information Summary
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Ticker: 300502
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Exchange: Shenzhen Stock Exchange (SZSE)
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Board: ChiNext (创业板) – China’s NASDAQ-style board for innovative, high-growth companies
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Company Name: Shenzhen Xinyisheng Communication Technology Co., Ltd. (Eoptolink)
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Industry: Telecommunications Equipment / Technology Hardware
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Primary Business: Design, R&D, manufacturing, and sales of optical communication modules
Why CITIC Likes Eoptolink
CITIC’s research team likely favors Eoptolink for several reasons:
AI and Data Center Demand:
The global surge in artificial intelligence workloads has created unprecedented demand for high-speed connectivity. AI clusters require enormous bandwidth to move data between GPUs — and Eoptolink’s optical modules make that possible.
Localization and Supply Chain Independence:
Amid U.S.-China tech tensions, Beijing has pushed for domestic alternatives to imported high-end optical components. Eoptolink stands to benefit directly from this policy trend.
Export Growth and Profit Rebound:
Despite global competition, the company has reported solid export performance to North America and Europe, contributing to strong earnings momentum in 2024–2025.
Technological Edge:
With advanced R&D capabilities and a deep product line covering 10G to 800G modules, Eoptolink has built a moat that few domestic peers can match.
What This Means for Global Investors
For international investors looking to understand the Chinese market, CITIC securities provide a rare glimpse into what local institutional analysts are actually buying and confident in.
Eoptolink’s inclusion in CITIC’s leading portfolio reflects the broader bullish outlook on China’s AI and data infrastructure sectors — areas the government continues to prioritize.
Who is CITIC Securities?
Founded in 1995, CITIC Securities is often compared to Goldman Sachs in China. It’s the country’s largest full-service investment bank, offering services in:
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Investment banking (IPO underwriting, M&A advisory)
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Brokerage and asset management
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Research and wealth management
Because of its scale and government backing, CITIC’s analyst reports are widely regarded as bellwethers of institutional sentiment.
Their insights are frequently compiled into performance-based rankings by financial data platforms like Eastmoney, which track how well analysts’ stock portfolios perform over time.
Understanding the “Analyst Index”
The Eastmoney Analyst Index (分析师指数) is a unique metric that tracks how each analyst’s recommended portfolio performs relative to the market.
Each analyst starts with an index value of 1000. Over time, this value rises or falls depending on the average return of the stocks they’ve covered.
As of September 30, 2025:
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Wei Pengcheng (魏鹏程) from CITIC Securities tops the national ranking with an index value of 4,335.18, equivalent to a 333.52% return this year.
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His portfolio includes Eoptolink (300502 新易盛), among other high-growth technology stocks.
This suggests that the company’s strong performance has contributed significantly to the success of CITIC’s leading analyst index.
Final Thoughts
CITIC Securities’ analysts aren’t just betting on a single company; they’re signaling confidence in China’s optical communication and data infrastructure sector as a whole.
Eoptolink (300502 新易盛), with its strong fundamentals, technological leadership, and strategic importance, stands as a symbol of how China is powering the AI revolution — not just with software, but with the hardware that makes it possible.
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