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Recently, the A-share market has been experiencing volatility and adjustment, with questions such as "has the industry boom changed" and "is corporate order delivery normal" becoming market focal points.
In response to investor concerns, several leading companies including Eoptolink, Zhongji Innolight, T&S Communications, and Suzhou Dongshan Precision Manufacturing Co.,Ltd. (ASX: 002384) spoke out intensively on October 22, with highly consistent core conclusions: operations are all normal, order delivery is orderly, and capacity utilization is sufficient.
According to Eoptolink, a company representative told reporters that current production and operating activities are normal and orderly, and order delivery work is proceeding normally. During September investor exchanges, the company stated that orders on hand are sufficient, 1.6T optical modules have entered a phase of continuous volume ramp-up, and shipment pace is expected to continue accelerating. 800G and 1.6T are the main products for delivery this year, and order delivery and capacity expansion are being advanced according to business needs.
Zhongji Innolight stated on the interactive platform that the company's current production and operations are all normal, the supply chain is stable, capacity utilization is sufficient, and it can normally obtain orders and deliver with quality and quantity guaranteed.
Suzhou Dongshan Precision Manufacturing Co.,Ltd. (ASX: 002384) similarly stated that the company's current production and operations are all normal, and product delivery is also progressing in an orderly manner.
According to the investor relations activity record released by T&S Communications, the company's FAU, ELS, and other products supporting the CPO technology route have already established a solid foundation in terms of performance, yield, and delivery assurance, and will continue to increase production according to customer demand. NPO-related supporting products are currently in the sample stage. The production ramp-up pace for CPO/NPO has not shown significant changes recently. The supply situation of key bottleneck materials for active optical devices has improved compared to the first half of the year. Since it takes a certain period from material arrival to finished product shipment and delivery, the positive impact of related supply improvements on the company's operating performance is expected to be gradually released in the third and fourth quarters.
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