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Hengtong Optic-Electric Co., Ltd. vs Jiangsu Zhongtian Technology (ZTT): AI supply-chain exposure compared

The verdict

Jiangsu Zhongtian Technology (ZTT) carries the heavier AI-chain exposure (Hengtong Optic-Electric Co., Ltd. 37/100 vs Jiangsu Zhongtian Technology (ZTT) 40/100). They share 3 parts of the chain — including Subsea bandwidth, Optical interconnect, Grid capacity. Each owns 1 binding node.

Based on 3 mapped exposures for Hengtong Optic-Electric Co., Ltd. and 3 for Jiangsu Zhongtian Technology (ZTT).

600487.SHHengtong Optic-Electric Co., Ltd.600487.SH · Infrastructure
Chain weight
37/100
Parts exposed
3
Layers spanned
2
Bottlenecks owned
1
600522.SHJiangsu Zhongtian Technology (ZTT)600522.SH · Infrastructure
Chain weight
40/100
Parts exposed
3
Layers spanned
2
Bottlenecks owned
1

Frequently asked

Is Hengtong Optic-Electric Co., Ltd. or Jiangsu Zhongtian Technology (ZTT) more exposed to the AI supply chain?

Jiangsu Zhongtian Technology (ZTT), on the model's chain-weight (Hengtong Optic-Electric Co., Ltd. 37/100 vs Jiangsu Zhongtian Technology (ZTT) 40/100).

What do Hengtong Optic-Electric Co., Ltd. and Jiangsu Zhongtian Technology (ZTT) have in common in the AI chain?

Both are exposed to Subsea bandwidth, Optical interconnect, Grid capacity.

How is this Hengtong Optic-Electric Co., Ltd. vs Jiangsu Zhongtian Technology (ZTT) comparison made?

From THE ENTITY's model of the AI value chain — each company's exposures to the parts of the chain, weighted by how central those parts are and its role. Structural, not a price target.

A structural comparison from our model of the AI value chain — illustrative, not investment advice.

as of 2026-07-17Medium confidence model v0.7.0