CPO Leader Eoptolink Skyrockets: Inside the Top Chinese Stocks Institutions Are Piling Into

A CPO leader is among the most-visited stocks by institutional investors, signaling a massive shift in where the smart money is heading in China’s tech landscape.

If you want to know what’s next, follow the capital.

And right now, the capital is screaming: AI infrastructure and high-tech manufacturing.

Let’s break down the latest data on which companies are getting the most attention from the big players.

The Big Picture: Where 771 Institutions Placed Their Bets

Between July 1 and August 1, 2025, a whopping 771 listed companies on the Shanghai, Shenzhen, and Beijing exchanges got the once-over from institutional investors.

This isn’t just window shopping. These visits are deep dives, a crucial part of the due diligence process before deploying serious capital.

Two ways to look at the interest: by the number of unique institutions visiting, or by the sheer volume of total visits.

Top-Tier Targets: Most Unique Institutional Visits

These companies are getting attention from a wide range of different funds. Think of it as broad-based appeal.

• Han’s Laser (Dazu Jiguang 大族激光): 10 visits
• Weili Transmission (Weili Chuandong 威力传动): 10 visits
• Binglun Environment (Binglun Huanjing 冰轮环境): 10 visits
• China National Heavy Duty Truck (Zhongguo Chongqi 中国重汽): 9 visits
• Northern Rare Earth (Beifang Xitu 北方稀土): 8 visits
• Aopu Stock (Yapü Gufen 亚普股份): 8 visits
• GRG Test (Huace Cejian 华测检测): 8 visits

Heavy Hitters: Most Total Visit Volume

These companies saw the highest number of total interactions, meaning some institutions likely came back for a second or third look. This signals deep, concentrated interest.

1. Shijia Photons (Shijia Guangzi 仕佳光子): A massive 256 visits.
2. Defu Technology (Defu Keji 德福科技): Hot on its heels with 238 visits.
3. Eoptolink (Xinyi Sheng 新易盛): Coming in strong with 183 visits.
4. Hopergy (Haopeng Keji 豪鹏科技)
5. Zhongji InnoLight (Zhongji Xuchuang 中际旭创)
6. Estun Automation (Xinshida 新时达)
7. Farasis Energy (Funeng Keji 孚能科技)
8. Hongfa Technology (Hongfa Gufen 宏发股份)
9. Taotao Vehicles (Taotao Cheye 涛涛车业)
10. F&S Ruida (Juguang Keji 聚光科技)

The key takeaway? Photonics, optics, and advanced tech are drawing huge crowds.

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Meet the Bull Run Leaders: 7 Stocks on an Absolute Tear

Institutional interest is one thing. Stock performance is another.

When you see both happening at the same time, you’ve got a firecracker.

Here are the stocks that are not only getting visited but are also posting insane gains.

Eoptolink (Xinyi Sheng 新易盛): The Optical Module Titan

This is the one everyone’s watching. As a global leader in high-speed optical modules, Eoptolink is at the heart of the AI revolution.

• The Gains: An absolutely mind-blowing 330.15% surge in stock price since its low in April.
• The Visits: 183 institutional visits.
• The Tech: The company is crushing it. Shipments of its crucial 800G products have been growing all year. Why does this matter? 800G modules are the highways that data travels on inside AI data centers. More AI means more demand for these modules.
• What’s Next: Get ready for the next wave. Eoptolink expects to start ramping up production of its next-gen 1.6T products in the second half of 2025. This keeps them on the bleeding edge of data transmission speeds.

Dosilicon (Dongxin Gufen 东芯股份): The GPU Dark Horse

While known for storage chips, Dosilicon’s strategic investment is turning heads.

• The Gains: A massive 205.46% increase since its April low.
• The Visits: 59 institutional visits.
• The AI Play: Dosilicon’s invested company, Shanghai Lisuane, just dropped its first self-developed GPU chip, the “7G100.” This is a direct play into the high-demand GPU market.
• The Market: They’re targeting everything from AI PCs and cloud gaming to professional design and digital twins. They’re currently getting samples to customers, with mass production on the horizon.

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Tongguan Copper Foil (Tongguan Tongbo 铜冠铜箔): The 5G & AI Enabler

You can’t build the future without the right materials. That’s where Tongguan Copper Foil comes in.

• The Gains: An incredible 239.29% jump from its April low.
• The Visits: 23 institutional visits.
• The “Secret Sauce”: Their HVLP (Hyper Very Low Profile) copper foil. This stuff is critical for high-frequency and high-speed circuit boards used in 5G and AI hardware. It offers super low signal loss, which is a huge deal.
• The Edge: They broke a “foreign technological blockade,” meaning they developed this tech in-house and are now a key domestic supplier, replacing imports. They have a strong order book and are shipping their 2nd-gen products to major manufacturers.

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SinocellTech (Shenzhou Xibao 神州细胞): The Biotech Innovator

Shifting from hardware to health, SinocellTech is making waves in the biotech space.

• The Visits: 6 institutional visits.
• The Pipeline: They’re deep in R&D for innovative biological drugs. Key projects include SCT650C for treating autoimmune diseases like psoriasis.
• The Future: They recently got clinical trial approval for a groundbreaking multi-target immunotherapy antibody, SCTB39G. They’re focused on pushing more drugs and vaccines from the lab to the clinic.

Lansheng Industrial (Lansheng Gufen 兰生股份): The Tech Ecosystem Builder

An unconventional tech play. Lansheng’s main gig is organizing exhibitions, but they’re using that platform to build something bigger.

• The Visits: 6 institutional visits.
• The Strategy: They leverage the massive World Artificial Intelligence Conference (WAIC) to connect startups with capital.
• The Vision: Their subsidiary is building an “ecological service” for tech innovation. They’re essentially creating a physical and financial platform to incubate the next generation of tech companies.

Henghe Precision (Henghe Jingmi 横河精密): The Automotive and Tech Supplier

Henghe Precision is a classic “picks and shovels” play, manufacturing the critical components that giants rely on.

• The Gains: A huge 220.6% increase since January.
• The Visits: 5 institutional visits.
• The Business: They have two core focuses.
  • Tier 1: Making “plastic-for-steel” and steel-plastic parts for automotive leaders like SAIC Volkswagen and BYD (Biyadi 比亚迪).
  • Tier 2: Supplying precision injection molded parts like gearboxes to tech titans including Huawei and Foryou.

Yukaifa (Yukaifa 渝开发): The Real Estate Pivot

Even in a tough real estate market, Yukaifa is finding ways to adapt.

• The Visits: 3 institutional visits.
• The Pivot: They’re transforming from a traditional developer into an “integrated urban service provider.” This means expanding into more stable, counter-cyclical businesses like exhibition operations and property management.
• The Plan: Accelerate sales of existing inventory, enhance project amenities, and optimize marketing to navigate the current market.

Final Word: Follow the Smart Money into Deep Tech

The message from institutional investors is crystal clear.

They are laser-focused on the technologies underpinning the next wave of innovation: AI, 5G, next-gen hardware, and biotech.

Companies like Eoptolink aren’t just having a good quarter; they’re providing the essential building blocks for the future. The data shows strong institutional conviction in this thesis.

Whether it’s high-speed optical modules or homegrown GPUs, the performance and attention given to these firms show that a CPO leader is a clear indicator of a much broader, powerful trend in the market.

• Focus on AI Infrastructure & High-Tech Manufacturing indicates a strategic shift towards fundamental tech enablers.
• Companies with high visit volumes (e.g., Shijia Photons, Defu Technology, Eoptolink) show concentrated and deep institutional interest, often preceding significant moves.
• Strong stock performance aligned with high institutional visits (e.g., Eoptolink, Dosilicon, Tongguan Copper Foil) highlights areas where “smart money” is actively betting.
• The trend suggests a preference for companies providing essential building blocks for next-gen technologies like AI, 5G, and advanced hardware.

References

• CPO龙头赫然在列！近一月接待机构调研次数居前热门股名单来了 – Cailian Press
• Cailian Press Official Website
• East Money Official Website