B · Normal
[Tianfu Communications: Recent rumored policy restrictions on overseas import and export have not restricted optical device products. Not related to the impact on the company's business] On October 9th, Tianfu Communications (300394.SZ) issued an announcement on the investor relations activity record sheet. Regarding the question "Do the recent rumored policy restrictions on overseas import and export have an impact on the company?", the company responded that first of all, the company's main business is the research and development, production and sales of various passive optical devices and active optical devices. The relevant policies currently released do not restrict optical device products and do not involve an impact on the company's business. Secondly, the company's sales revenue to the U.S. market accounts for a low proportion. In 2025, the company's sales revenue to North America will account for approximately 1.28% of its operating revenue. Judging from the current operating conditions, the company's orders on hand and customer demand remain strong overall. The company will advance global production expansion in an orderly manner based on market demand and customer project advancement pace. The company is optimistic about the development prospects of the optical interconnection industry in the long term, and especially maintains optimistic expectations for continued growth opportunities in CPO, NPO and other directions. In addition, the company's FAU, ELS and other products supporting CPO products have a good foundation in terms of performance, yield and delivery guarantee. At present, relevant products have achieved stable mass production and delivery.
Institutional research trends 🕐 2026-10-09 20:31

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