Yi Zhongtian Responds to the U.S. Ban on Optical Modules
On the 5th, the A-share communication equipment sector opened lower, with Zhongji Xuchuang falling over 13%, Liante Technology dropping over 11%, New Ease soaring more than 10%, and Tianfu Communication decreasing by over 6%. Subsequently, the declines collectively narrowed. Market news indicates that the U.S. Federal Communications Commission is drafting a ban aimed at prohibiting the import of new models of data center components from China, including optical modules. On the same day, staff from Zhongji Xuchuang's Board Secretary's office stated that the company has noted the relevant market information and, after verification, the U.S. Federal Communications Commission has not yet issued any restrictive documents in this field. The person in charge said, "Since the U.S. Federal Communications Commission has not issued any restrictive documents in this field, the company will not comment on the related rumors." Staff from New Ease's Board Secretary's office indicated that the company is aware of the aforementioned news and will closely monitor any related impacts. "At present, this news has not been sourced from an authoritative outlet; if it indeed meets the criteria for information disclosure, the company will respond through announcements or other means." Staff from Tianfu Communication's Board Secretary's office stated that the impact of the related news on the company mainly reflects market sentiment, and the extent of the impact will depend on the veracity of the market rumors. "The company manufactures optical devices, and optical modules are our downstream customers."
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