B · Normal
[Dongshan Precision: Relevant policy rumors have not yet had an impact on the company's current operating performance and have planned multi-regional production capacity and diversified supply chain plans in advance] On October 8, Dongshan Precision (002384.SZ) released an investor relations activity record announcement. An investor asked: What impact will the market-related rumors on optical chip procurement restrictions have on the company? Dongshan Precision stated that the 65% ratio of U.S. raw materials mentioned in the market is an unofficial market rumor and is not a policy requirement officially issued by the regulatory agency. 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 the optical module. Most of the remaining material procurement can better adapt to the proportion of origin requirements, and the overall compliance space is sufficient. In the future, it can also further meet relevant requirements through supply chain optimization. At the same time, the company does not rule out the deployment of production capacity in the United States in the future. An investor asked: What impact will the relevant U.S. restrictive bills have on the company's business? Dongshan Precision stated that as of now, the company has not received any special inquiries from customers about relevant restrictive bills. The demand from downstream customers is stable and deliveries are progressing in an orderly manner. The relevant policy rumors have not yet had an impact on the company's current operating performance. The company continues to pay attention to overseas policy developments and has planned multi-regional production capacity and diversified supply chain plans in advance. If relevant policies are officially implemented in the future, the company can flexibly adjust production and operation arrangements, and the overall impact is controllable.
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