Do companies like Zhongji Innolight and T&S Communications belong to the company's potential customers? Lizhong Group responds.

An investor asked Lizhong Group whether companies like Zhongji Innolight and TFC Optical Communication are potential customers of the company, given that microcrystalline silicon-aluminum materials are used in CPO products. On October 10, the company responded that its microcrystalline silicon-aluminum alloy series of new materials are currently mainly targeted at fields such as semiconductor equipment, optical instruments, and electronic packaging, and are used to manufacture precision components including crossbeams, bases, base plates, sliding tables, brackets, and spindles. In optical communications, they can be used for heat dissipation and load-bearing components on the optical communication equipment side, and are upstream equipment supporting materials. At present, the related business is in the stage of customer verification and small-batch supply. In the first half of 2026, sales revenue reached 6.83 million yuan, a year-on-year increase of 143%. The related business is affected by multiple factors such as industry cyclical fluctuations, downstream customer certification progress, industry technological iteration, and market competition, and there is a certain degree of uncertainty in business development. Please pay attention to investment risks.