The "Yi Zhong Tian" trio in optical communications collectively responds with their latest statements on business performance expectations.

Title context: Text: The third-quarter reports of the leading companies in the A-share optical communications sector, "Yi Zhong Tian," have all been released. Regarding the outlook for future performance, Zhongji Innolight, Eoptolink, and T&S Communications all provided the latest responses: Regarding the impact of the Thailand floods: Zhongji Innolight stated that after entering the fourth quarter, the related impact has been eliminated, shipments had returned to normal in early October, and the current inventory turnover rate is relatively healthy; Eoptolink stated that the floods in Thailand in late September had no impact on the production and operations of the company's campus, the company had no damaged goods, and no impairment provisions were required; Regarding preparations on the raw material side: Zhongji Innolight stated that DSP is a key material for optical modules, and as industry demand increases, supply is relatively tight. As an important supplier to customers, the company is able to obtain the required DSP in amounts matching its share, and the overall supply assurance situation is relatively good. Due to tight DSP production capacity, prices remain firm, and the company is actively adapting to the related changes; Eoptolink stated that tightness on the raw material side in the third quarter caused a certain impact. The company has already made sufficient reserves of core raw materials for next year. In response to optimistic market expectations for the fourth quarter and next year and the delivery demand for rapidly growing orders, the company has made more summaries and preparations on the raw material side; Regarding demand next year for new products such as NPO: Zhongji Innolight stated that it is expected that new products will begin to gradually ramp up in the second half of 2027, with the ramp-up pace further accelerating in 2028, and true large-scale deployment is expected in 2028; Eoptolink stated that the company is smoothly advancing the development of NPO products, expects to achieve mass shipments in 2027, and is expected to enter large-scale shipments in 2028; T&S Communications stated that the company has already cooperated with multiple customers on preliminary sample development for NPO products; Regarding gross margin: Zhongji Innolight stated that the company's gross margin is currently maintained at a relatively good level and is expected to remain relatively stable overall in the coming quarters. The company will continue to stabilize gross margin through comprehensive means such as technology, supply chain management, production efficiency, and yield improvement, and an increase in the proportion of 1.6T and silicon photonics products will also help improve the shipment mix; Eoptolink stated that the change in gross margin in the third quarter was normal fluctuation, mainly affected by changes in product mix and customer mix. The company expects the gross margin level to remain relatively stable in the future, and the current change is within the normal range. T&S Communications stated that the company's operating revenue in the third quarter of 2026 increased by approximately 28% quarter-on-quarter, achieving relatively good growth. The main driver came from the simultaneous increase in output from both the active business and the passive business.