First Plus Asset Management (Thailand) Co., Ltd. ("First Plus Thailand"), together with Hwabao WP Fund Management Co., Ltd. ("Hwabao WP Fund"), recently led a delegation of Thai institutional investors on a corporate visit themed "Exploring Core ChiNext AI Constituents: Examining the Global Value of Optical Interconnect." The programme brought more than 10 institutional investor representatives from leading Thai securities firms and wealth management institutions to Zhongji Innolight Co., Ltd. ("Zhongji Innolight"), a leader in the global optical interconnect industry.
The visit was designed to give Thai investors closer, first-hand insight into the core competitiveness of a leading company in China's AI computing supply chain, and to deepen their understanding of key constituents of the ChiNext Artificial Intelligence Index. It also lays the groundwork for First Plus Thailand's planned future launches of China technology-themed funds in Thailand and its broader positioning around China's ChiNext AI investment theme.
The programme opened with a tour of Zhongji Innolight's corporate showroom, where company representatives outlined the broad market applications of optical interconnect technology across global cloud data centres and artificial intelligence. The showroom traced Zhongji Innolight's development as an industry innovator and leader, showcasing its products and its production and operations systems; given the particular interest of overseas investors, the briefing also covered the development of the company's domestic and overseas production bases and its global footprint.
At the briefing session that followed, Zhongji Innolight's senior management presented the company's global footprint, product applications, R&D capabilities and strategic outlook to the visiting delegation. Discussion then turned to topics of shared interest to Chinese and international investors alike, including the evolution of pluggable optical modules and near package optics (NPO), the competitive landscape of the optical interconnect industry, and Zhongji Innolight's competitive advantages. Through the visit, investors gained direct, on-the-ground exposure to a leading Chinese AI company and a closer view of China's AI supply chain — particularly the technological strength and momentum of its optical interconnect segment — deepening their understanding of the dynamics driving China's AI industry.
First Plus Thailand has long been committed to building a bridge for two-way engagement between the Chinese and Thai capital markets. It has previously launched funds in Thailand focused on China's A-share and Hong Kong equity markets, establishing itself as an advocate for high-quality Chinese assets among Thai investors.
Looking ahead, First Plus Thailand plans to work with Hwabao WP Fund to bring China-themed funds to the Thai market, with the aim of giving Thai investors the opportunity to gain exposure to China's artificial intelligence theme. This initiative marks a meaningful step in deepening connectivity between the Chinese and Thai capital markets and offers a practical channel for Thai investors to gain exposure to China's AI hard-technology assets, supporting the broadening of cross-border investment channels and access to the opportunities arising from China's development of new quality productive forces.
Zhongji Innolight Co., Ltd. (Shenzhen Stock Exchange: 300308.SZ) listed on the ChiNext board of the Shenzhen Stock Exchange in 2012. As of 14 September 2026, the company's total market capitalisation was approximately RMB 1 trillion (equivalent to approximately USD 150 billion). As of 31 August 2026, Zhongji Innolight was the second-largest constituent, by weight, of the index tracked by the Hwabao WP ChiNext Artificial Intelligence ETF (159363). Zhongji Innolight is a global leader in high-speed optical interconnect solutions, focused on providing high-speed optical interconnect products for cloud computing and AI infrastructure. Its product range spans the full spectrum from 10G to 1.6T, and the company maintains a global leadership position in high-speed optical modules including 400G, 800G and 1.6T. According to China Insights Consultancy (CIC), Zhongji Innolight has ranked first globally by revenue in the optical interconnect solutions market for five consecutive years since 2021, and has become a key partner to most of the world's leading cloud service providers and AI data centre solution providers.