Shanghai Securities Journal: Strong demand and high economic activity, the impact of "noise" on optical modules is limited.

Affected by rumors regarding the export of optical modules, after the market opened on August 5, the stock price of the leading optical module company "Yizhongtian" fell significantly. In response, several industry insiders stated that as early as 2025, there were rumors in the market about the possibility of restrictions on products such as optical modules, and the industry had already made some preparations based on this forecast. In the short to medium term, considering the strong market demand, China's huge production capacity, extremely high efficiency, and lower costs, the possibility of overseas strict bans on importing Chinese optical modules is relatively small, and the industry's impact is limited; however, in the long term, the market share of Chinese manufacturers in certain overseas markets may be affected to some extent.