China Stock of the Day | Kabutaro & Friends

On August 5, 2026, the Chinese stock most talked about online was Zhongji Innolight<300308>, a leading optical module maker.
Background: Following an August 4 Reuters report that the U.S. Federal Communications Commission (FCC) is drafting a rule to ban imports of new-model Chinese data center components, including 800G and 1.6T optical transceivers, the stock opened on August 5 down about 13.9% at RMB 880. It later rebounded to an intraday high of RMB 983.17 before closing at RMB 947.74, down 7.27% from the previous close, with an intraday range of 10.1%. Trading value reached RMB 67.511 billion, surpassing its own previous record of RMB 59.77 billion set on July 30 and marking a new single-day turnover record since listing. The Chinese Embassy in the U.S. urged Washington to respond calmly based on facts, and a Zhongji Innolight representative stated the FCC had not yet issued any restrictive document in this area. Peer company Eoptolink also fell 4.96% the same day, as the news drove heavy discussion across the entire optical module sector online.