B · Normal
[Zhongji InnoLight: Most of the orders in 2027 have covered the whole year, and at least one key customer has given clear demand guidance in 2028 and the demand is strong] On November 3, Zhongji InnoLight (300308.SZ) issued an announcement on the investor relations activity record. At the request of the majority of investors, it clarified the relevant rumors that appeared in the market today. Regarding rumors that some overseas customers have revised down their demand or cut orders: the vast majority of customers have not revised their demands or orders, some customers have made structural adjustments to their products, and some customers have even increased their demand for 1.6T compared to before. Therefore, even taking into account the structural adjustments of individual customers, the overall industry demand in 2027 is still within the original forecast range, and demand from leading customers remains strong. Regarding the rumor that a foreign-funded securities firm has lowered the company's rating and target market value: The company has sought confirmation from the foreign-funded securities firm, and the other party stated that it still maintains its rating on the company and there is no downgrade of the rating and target price. The relevant information is false content spread by someone using the name of the securities firm. Regarding demand in 2027-2028: Most of the company's orders for 2027 have covered the entire year.
Regarding the demand in 2028, at least one key customer has given clear demand guidance, and the demand is strong. Demand guidance from other customers is still being collected. The company is still optimistic about the overall industry demand and prosperity in 2028. At present, the pace of data center customers receiving goods is normal and has not slowed down. The overall supply of optical modules is still tight. There is currently no abnormal inventory that cannot be shipped after product production, and customers have not slowed down the speed of receiving goods.
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