"Optical Valley sector" accelerates expansion, aiming to surpass one hundred listed companies.

date
28/06/2026
The "Optics Valley" sector is accelerating its expansion, striving for more than a hundred listed companies. In the past year, the "Optics Valley" sector has seen overall gains in the capital markets. Currently, there are 72 listed companies from home and abroad in Wuhan East Lake High-tech Zone, with a total market value exceeding 1.8 trillion yuan, and four companies with a market value of over one trillion yuan. On June 27th, the World Optics Valley Technology Finance Ecological Co-Construction Conference was held in Wuhan. During the conference, Wuhan East Lake High-tech Zone announced a series of measures to construct the technology finance ecosystem, focusing on credit supply, capital markets, industrial funds, science and technology incubation, and platform carriers, and introduced a package of new policies, aiming to add no less than 100 billion yuan in funds by 2030, driving total investment amount to over 300 billion yuan, surpassing 100 listed companies, and doubling the number of companies with a market value of over one trillion yuan.
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CITIC Securities research report pointed out that the following factors will determine the trend of the third quarter market: in terms of fundamentals, AI computing power still maintains a relatively high level of prosperity. It is worth paying attention to corporate performance and overseas financial reports. At the same time, under the pressure of macroeconomic conditions since April, the economic measures announced at the July political bureau meeting are particularly important. In terms of liquidity, external disturbances have increased while internal conditions remain neutral. In terms of risk preference, geopolitical events and the listing of industry giants may cause short-term market fluctuations, and considering the global linkage effect of technology stocks, it is necessary to continue tracking the major overseas computing powers such as Japan, South Korea, and the United States. In terms of industry allocation, although the logic of AI computing power prosperity remains unchanged, fluctuations have intensified, so it is recommended to be cautious in chasing highs and layout on dips. The lithium battery sector is expected to enter the peak season, and demand for energy storage continues to pick up, providing opportunities for valuation recovery in new energy sectors. Dividends are expected to rebound from oversold levels, with relatively high cost-effectiveness in allocation. Key focus areas include: banks, coal, utilities, AI, optical modules, storage, chips, industrial metals, lithium battery materials (VC), etc.
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