B · Normal
[Tianfu Communications: The production pace of CPO/NPO has not changed significantly recently. The relevant import and export policies currently released do not restrict optical device products and do not affect the company's business] On October 22, Tianfu Communications (300394.SZ) released an investor relations activity record announcement. The company's FAU, ELS and other products supporting the CPO technology route have a good foundation in terms of performance, yield and delivery guarantee, and will continue to increase production according to customer needs. NPO related supporting products are currently in the sample stage. The pace of CPO/NPO production increases has not changed significantly recently. The supply situation of key bottleneck materials for active optical devices has improved compared with the first half of the year. It takes a certain period from the arrival of materials to the shipment and delivery of finished products. It is expected that the positive impact of related supply improvements on the company's operating performance will be gradually released in the third and fourth quarters. The demand for passive components continues to increase rapidly, and the company is actively promoting production capacity expansion to increase overall output. The company's passive component expansion next year will cover both pluggable optical modules and CPO/NPO directions. Both have strong demand support. The company will coordinate resource allocation and actively support the introduction and expansion of new technology directions while ensuring the growth of existing business. The relevant import and export policies currently released do not restrict optical device products and do not affect the company's business. The company has built a mass production base in Thailand, which can meet the needs of customers for global multi-base expansion.
Institutional research trends 🕐 2026-10-22 20:44

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