Zhongji Xuchuang told investors its 1.6T ASP is well above market rumours 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 202

Zhongji Xuchuang told investors its 1.6T ASP is well above market rumours 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.