Affected by a rumor involving the export of optical modules, the stock price of the leading optical module company “Yi Zhongtian” opened on August 5, the stock price of the leading optical module company “Yi Zhongtian” opened sharply. In response, a number of industry insiders said in an interview with reporters that as early as 2025, there was news that products such as optical modules might be restricted in the market, and the industry had already predicted and made some preparations for this. In the short and medium term, given strong market demand, China's huge production capacity, ultra-high efficiency, and lower costs, etc., it is unlikely that overseas will be strictly prohibited from importing Chinese optical modules, and the impact on the industry is relatively limited; however, in the long run, the share of Chinese manufacturers in some overseas markets may be affected to a certain extent.

Affected by a rumor involving the export of optical modules, the stock price of the leading optical module company “Yi Zhongtian” opened on August 5, the stock price of the leading optical module company “Yi Zhongtian” opened sharply. In response, a number of industry insiders said in an interview with reporters that as early as 2025, there was news that products such as optical modules might be restricted in the market, and the industry had already predicted and made some preparations for this. In the short and medium term, given strong market demand, China's huge production capacity, ultra-high efficiency, and lower costs, etc., it is unlikely that overseas will be strictly prohibited from importing Chinese optical modules, and the impact on the industry is relatively limited; however, in the long run, the share of Chinese manufacturers in some overseas markets may be affected to a certain extent.