Zhongji Xuchuang said on a conference call most of its 2027 orders are already
covered for the year. At least one key customer has given explicit demand
guidance for 2028 that the company described as strong; guidance from other
customers is still being collected. The company said it remains positive on
overall industry demand and the 2028 outlook. Data center customers’ purchasing
pace is normal and has not slowed. Optical-module supply remains tight, with no
abnormal post-production inventory blocking shipments and no customer pullback
in ordering.
