On the evening of July 19, Xinyisheng said in a conference call that the company's production capacity in Chengdu and Thailand has been expanding based on future order guidelines. The company is confident in the demand side of the market. It is expected that order delivery will continue to grow rapidly in the second half of the year, the industry sentiment will continue to be high, and the visibility of orders in Q3/Q4 and next year is very clear; the tight supply chain situation in Q1 has had a certain impact on delivery, which will gradually ease from Q2. Q3/Q4 will stabilize, thanks to the company's adequate preparation and locking arrangements for core raw materials in the early stages. 800G shipments increased this year, and it has become the main product shipped; 1.6T optical module Q2 shipments have increased significantly compared to Q1, and it is expected that the Q3/Q4 take-off pace will further accelerate; the share of silicon light products continues to rise, and the growth trend is strong. Currently, the entire supply chain is still in a relatively tight state, and the shortage of some raw materials is prominent. Ensuring the supply of raw materials and ensuring production and delivery is one of the company's current key tasks.

On the evening of July 19, Xinyisheng said in a conference call that the company's production capacity in Chengdu and Thailand has been expanding based on future order guidelines. The company is confident in the demand side of the market. It is expected that order delivery will continue to grow rapidly in the second half of the year, the industry sentiment will continue to be high, and the visibility of orders in Q3/Q4 and next year is very clear; the tight supply chain situation in Q1 has had a certain impact on delivery, which will gradually ease from Q2. Q3/Q4 will stabilize, thanks to the company's adequate preparation and locking arrangements for core raw materials in the early stages. 800G shipments increased this year, and it has become the main product shipped; 1.6T optical module Q2 shipments have increased significantly compared to Q1, and it is expected that the Q3/Q4 take-off pace will further accelerate; the share of silicon light products continues to rise, and the growth trend is strong. Currently, the entire supply chain is still in a relatively tight state, and the shortage of some raw materials is prominent. Ensuring the supply of raw materials and ensuring production and delivery is one of the company's current key tasks.