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Zhongji Xuchuang released records of investor relations activities in response to rumors that some overseas customers have lowered their needs or cut orders: the vast majority of customers have not submitted requests or orders, individual customers have made structural adjustments to their products, and demand for 1.6T from some customers has even increased compared to before. Therefore, even considering individual customer structural adjustments, the overall demand of the industry in 2027 is still within the original forecast, and demand from leading customers is still strong. Regarding demand 2027-2028: The majority of the company's 2027 orders have covered the whole year. Regarding demand for 2028, at least one key customer has given clear demand guidance, and demand is strong. Guidance on requirements from other customers is still being collected. The company is still optimistic about the overall demand and prosperity of the industry in 2028. NPO is expected to start in the second half of 2027, and more demand is expected to be released in 2028. At the beginning of the introduction of new products, the manufacturing yield of products needed to climb. In addition, new upstream materials such as higher power CW light sources and electric chips all had to go through yield climbing. This is a normal process for mass production of new products. Once relevant preparations are completed, customer demand is expected to be released on a larger scale in 2028.
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Zhongji Xuchuang released records of investor relations activities in response to rumors that some overseas customers have lowered their needs or cut orders: the vast majority of customers have not submitted requests or orders, individual customers have made structural adjustments to their products, and demand for 1.6T from some customers has even increased compared to before. Therefore, even considering individual customer structural adjustments, the overall demand of the industry in 2027 is still within the original forecast, and demand from leading customers is still strong. Regarding demand 2027-2028: The majority of the company's 2027 orders have covered the whole year. Regarding demand for 2028, at least one key customer has given clear demand guidance, and demand is strong. Guidance on requirements from other customers is still being collected. The company is still optimistic about the overall demand and prosperity of the industry in 2028. NPO is expected to start in the second half of 2027, and more demand is expected to be released in 2028. At the beginning of the introduction of new products, the manufacturing yield of products needed to climb. In addition, new upstream materials such as higher power CW light sources and electric chips all had to go through yield climbing. This is a normal process for mass production of new products. Once relevant preparations are completed, customer demand is expected to be released on a larger scale in 2028.
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