Shenzhen Component closes 3.0 percent lower on AI hardware rout
Published on 10/22/2026 at 19:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSEarnings and technology weakness
- The Shenzhen Component closed at 11,357 points on October 22, down 347 points or 3.0 percent.
- Nvidia outlined 15-fold optical capacity expansion by mid-2027, pressuring Chinese optical suppliers.
- Eoptolink Technology fell 12.3 percent, the biggest named Shenzhen decliner.
- October 23, 2026: *ST Kangjia A is scheduled for delisting.
The Shenzhen Component closed at 11,357 points on October 22, down 347 points or 3.0 percent, Xinhua reported. AI hardware stocks led the decline as concerns over overseas supply links pressured optical manufacturers.
Eoptolink Technology fell 12.3 percent, while Zhongji Innolight lost 8.8 percent and Victory Giant Technology dropped 5.3 percent, Trading Economics reported. After the close, Shenzhen-listed companies disclosed third-quarter results, including strong profit growth at Tonghuashun and Han's Laser, Eastmoney reported.
Why did the Shenzhen Component fall?
The decline followed renewed concern about Chinese access to the overseas artificial-intelligence hardware supply chain. Nvidia said it would work with Taiwanese partners to increase optical-module production capacity 15-fold by mid-2027, while mainland companies were absent from the named partners, Aju Press reported.
Technology stocks lead the decline
The move was broad across growth shares. A separate market review said nearly 5,000 stocks declined and turnover reached RMB 1.5419 trillion on October 22, Futunn reported.
What comes next
- October 23, 2026: *ST Kangjia A is scheduled for delisting, according to Eastmoney.
Shenzhen Component price data for October 22, 2026
The Shenzhen Component closed at 11,357 points on October 22, 2026, down 347 points or 3.0 percent from the previous close of 11,704 points, Xinhua reported. Open, high and low levels were not stated in the cited closing report.
Shenzhen Component by the numbers on October 22, 2026
- Index: Shenzhen Component
- Home exchange: Shenzhen Stock Exchange, China
- Close on October 22, 2026: 11,357 points
- Change versus previous close of October 21, 2026: down 347 points (down 3.0 percent)
- Previous close: 11,704 points
- Top loser: Eoptolink Technology down 12.3 percent
- Next scheduled event: October 23, 2026: *ST Kangjia A delisting
