Dongshan Precision: Relevant policy rumors have not affected the company's current operating performance; has already pre-positioned production capacity across multiple regions and diversified supply chain solutions.
Dongshan Precision released an announcement on its investor relations activity record. An investor asked: What impact do market rumors about optical chip procurement restrictions have on the company? Dongshan Precision stated that the market claim regarding the 65% proportion of U.S.-origin materials is an unofficial market rumor and is not a formally issued and effective policy requirement of any regulatory authority. Some of the optical chips used in the company's optical module business are self-developed and self-produced, accounting for no more than 10% of the overall BOM cost of optical modules. The procurement of the vast majority of other materials can better adapt to origin proportion requirements, and the overall compliance room is sufficient. In the future, supply chain optimization can also further meet relevant requirements, and the company may also consider deploying production capacity in the United States in the future. An investor asked: What impact will relevant U.S. restrictive legislation have on the company's business? Dongshan Precision stated that, as of now, the company has not received specific inquiries from customers regarding relevant restrictive legislation. Downstream customer demand is stable, and deliveries are progressing in an orderly manner. Relevant policy rumors have not yet affected the company's current operating performance. The company continues to monitor overseas policy developments and has already arranged multi-region production capacity and diversified supply chain solutions in advance. If relevant policies are formally implemented in the future, the company can flexibly adjust its production and operating arrangements, and the overall impact is controllable.
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