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Zhongji Xuchuang issued an investor relations activity record notice to clarify the rumor that overseas customers have downgraded their demand or cut orders: the vast majority of customers have not lowered their demand or orders, individual customers have had product structural adjustments, and demand for 1.6T from some customers has even increased. The overall demand of the industry in 2027 is still within the original forecast range, and demand from leading customers is still strong; the rumor that a foreign brokerage firm downgrades and target market value is false content spread under its name. The brokerage firm still maintains its rating on the company. The vast majority of the company's orders in 2027 have covered the whole year. In 2028, at least one key customer has given clear demand guidelines and demand is strong. Other customer demand guidelines are still being collected, and the company is still optimistic about the overall demand and prosperity of the industry in 2028. Currently, data center customers are picking up goods at a normal pace, and the overall supply of optical modules is still tight. There are no cases where abnormal inventory cannot be delivered after product production.

Zhitongcaijing·11/04/2026 00:17:08
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Zhongji Xuchuang issued an investor relations activity record notice to clarify the rumor that overseas customers have downgraded their demand or cut orders: the vast majority of customers have not lowered their demand or orders, individual customers have had product structural adjustments, and demand for 1.6T from some customers has even increased. The overall demand of the industry in 2027 is still within the original forecast range, and demand from leading customers is still strong; the rumor that a foreign brokerage firm downgrades and target market value is false content spread under its name. The brokerage firm still maintains its rating on the company. The vast majority of the company's orders in 2027 have covered the whole year. In 2028, at least one key customer has given clear demand guidelines and demand is strong. Other customer demand guidelines are still being collected, and the company is still optimistic about the overall demand and prosperity of the industry in 2028. Currently, data center customers are picking up goods at a normal pace, and the overall supply of optical modules is still tight. There are no cases where abnormal inventory cannot be delivered after product production.