Shares in the A-share communication equipment sector opened lower on the 5th, with Zhongji Innolight dropping over 13%, Linktel Technologies falling more than 11%, Eoptolink Technology declining over 10%, and Tianfu Communication falling more than 6%. The losses later narrowed collectively.
Market rumors suggested that the US Federal Communications Commission (FCC) is drafting a ban aimed at restricting US imports of new types of Chinese data center components, including optical modules. On the same day, Zhongjingwei called the board secretary offices of Zhongji Innolight, Eoptolink Technology, and Tianfu Communication from an investor's perspective.
A staff member from the board secretary office of Zhongji Innolight stated that the company has noted the relevant market information and, after verification, the FCC has not yet issued any restrictive documents in this area. The representative added, "Since the FCC has not issued any restrictive documents in this field, the company will not comment on the related rumors."
A staff member from the board secretary office of Eoptolink Technology said the company is aware of the above news and will closely monitor any related impacts. "Currently, this news lacks an authoritative source. If it indeed meets the information disclosure standards, the company will respond through other means, such as issuing an announcement."
A staff member from the board secretary office of Tianfu Communication noted that the impact of the related news on the company is mainly reflected in market sentiment. "How big the specific impact will be depends on whether the market rumors are true. Our company manufactures optical components, and optical modules are the products of our downstream customers."