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

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.