Zhongji Xuchuang told investors its 1.6T ASP is well above market rumors and
the industry is not engaging in cutthroat price competition. Overall demand is
very strong, raw materials are scarce and 1.6T deliveries are tight; only a few
vendors can deliver 1.6T at scale. The company says its pricing is competitive
and can sustain current gross margins. Nearly all customer orders already cover
full-year 2026, with some orders extending into 2027 and delivery schedules
broken down monthly. For 2027 the company sees clear, high-certainty demand and
rapid growth for 800G, 1.6T, 2.4T and NPO products; several key customers have
issued sizeable new-product guidance for 2028. Zhongji Xuchuang expects
downstream key customers’ capex to remain robust and customer investment in the
sector to continue rising.
