A-shares Communication Equipment Sector Declines, FCC Ban on Optical Modules Not Confirmed
On August 5, the A-shares communication equipment sector opened lower, with Zhongji Xuchuang down over 13%, Lian Te Technology down over 11%, Xinyi Sheng down over 10%, and Tianfu Communication down over 6%. Market news indicates that the Federal Communications Commission (FCC) is drafting a ban on the import of new models of Chinese data center components, including optical modules, into the United States. The Secretary's Office of Zhongji Xuchuang stated that the company is aware of the relevant market information and, upon verification, the FCC has not issued any related restrictive documents, thus it will not comment on the rumors. The Secretary's Office of Xinyi Sheng mentioned that the company is aware of the news and will respond through an announcement if it meets the disclosure standards. The Secretary's Office of Tianfu Communication indicated that the related news mainly affects the company's market sentiment, and the specific impact will depend on the authenticity of the rumors.
-- Price
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