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Huamai Technology (603042.SH): Revenue from data centers and computing power-related fields accounts for relatively small, and recent price increases for optical cable products are unsustainable
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Zhitong Finance App News, Huamai Technology (603042.SH) issued a stock trading risk warning notice stating that after the company's self-inspection, the optical fiber concept market has received a lot of attention since 2026; the “15th Five-Year Plan” for the development of the information and communication industry has recently been implemented, and the communications industry has received a lot of attention. The company is mainly engaged in wireless communication networks and traditional optical communication products. Currently, its business focuses on operator networks and communication infrastructure construction, and the revenue share of data centers and computing power related fields is relatively small. At the same time, although the price of optical cable products has risen recently, the price increase is affected by multiple factors such as industry supply and demand, raw materials, and market competition. The price increase is not sustainable, there is a risk of subsequent price falls, and the impact on the company's future performance is uncertain.

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